Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, April 21, 2011

Gold Inflation Hedge? / Commodities / Gold and Silver 2011

By: Submissions

Ian R. Campbell writes: A recent article asks (and I think answers) the question “Is Gold Really An Inflation Hedge?” - reading time 3 minutes.  The article includes charts comparing the price of physical gold with year/year U.S. inflation, with University of Michigan U.S. inflation expectations, and with the U.S. Federal Reserve Balance Sheet.  The article concludes that the evidence shows the gold price increase of the past 11 years (gold breached U.S.$1,500 this morning for the first time, trading at just under U.S.$1,505 as I write this at 7:00 a.m. ET) can’t be attributed solely to inflation, and says “It is key to understand that the exposure you obtain from buying/selling gold is not exclusively linked to the inflation rate”, and that “the fundamental reason gold has value is that it is an alternative to paper currency, and what makes gold attractive to hold vs. a paper currency is what it yields on a real basis”. 

Wednesday, April 20, 2011

Silver Wheaton Starting to Accelerate / Commodities / Gold & Silver Stocks

By: Mike_Paulenoff

Yesterday we noted to subscribers that Silver Wheaton (SLW) has climbed above its April down trendline at 42.20 and is starting to accelerate to the upside toward our optimal next target of 43.60/85.

Wednesday, April 20, 2011

Gold Breaks $1500, Silver Hits 8th Record in 13 Days / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF WHOLESALE gold bullion jumped above $1500 per ounce in London on Wednesday, setting new Dollar and Sterling highs but falling sharply against the Euro as the single currency rose to its highest level since 2009.

World stock markets surged almost 2% on average, as news of stronger-than-expected US corporate earnings came alongside a fresh rumor of Greek-debt "restructuring" from a German official.

Wednesday, April 20, 2011

Gold New $1,500/oz Record Nominal High, Targets Inflation Adjusted High of $2,400/oz / Commodities / Gold and Silver 2011

By: GoldCore

Gold has breached the $1500/oz level and reached new record nominal highs at $1,505.65/oz. Since yesterday it has gradually risen in all currencies and is approaching record nominal highs in all major currencies. Gold has risen to EUR1,037/oz, GBP920/oz, AUD1,412/oz, CHF1,344/oz and JPY124,640/oz, and is now not far from recent record nominal highs of EUR1,054/oz, GBP922/oz, AUD1,440/oz, CHF1,349/oz and JPY126,000.

Wednesday, April 20, 2011

A Trillion Reasons to Bet on Liquid Natural Gas / Commodities / Natural Gas

By: Money_Morning

Peter Krauth writes: If you think oil prices are too high now - at $100 a barrel - it's time to adjust your thinking.

Truth be told, I don't think we'll see sub-$100-a-barrel oil ever again.

Wednesday, April 20, 2011

Crude Oil Price Battle of The Big Banks: Goldman v. BofA and Barclays / Commodities / Crude Oil

By: Dian_L_Chu

Continuing its downward shift from the week before, crude oil fell sharply on Monday, April 18 after S&P lowered its U.S. credit outlook to negative, and OPEC said high crude prices could pressure global economy.

ICE Brent crude for June fell $1.84 to settle at $121.61 a barrels, while WTI (West Texas Intermediate) for May delivery also fell $2.54 to settle at $107.12 on NYMEX. 

Wednesday, April 20, 2011

Lithium Powers the Green Energy Revolution / Commodities / Metals & Mining

By: The_Energy_Report

Demand for lithium, a super-light, yet super-charged metal used in batteries, has been slowly rebounding from a dip in 2009. Main players in the space are planning to expand and new market entrants are on the horizon. But which are poised to benefit if there is a glut in supply? In this exclusive interview with The Energy Report, Byron Capital Markets Battery Materials and Technology Analyst Jonathan Lee reveals his forecast for prices, supply and demand.

Wednesday, April 20, 2011

TALF Funded The Latest Oil Hijack: Time The Fed Ran The SPR? / Commodities / Crude Oil

By: Andrew_Butter

Goldman Sachs’ recent pronouncements on the price of oil (allegedly) caused a 6% drop. Apparently there is more to come?

http://www.reuters.com/article/2011/04/12/us-goldman-brent-recommendation-idUSTRE73B3EN20110412

Wednesday, April 20, 2011

Gold Launched to New Record Highs by 50 Factors / Commodities / Gold and Silver 2011

By: Jim_Willie_CB

Edification is not the word that comes to mind when observing an interview with Larry Fink of Blackstone this morning on network financial news. It was inspirational if not humorous, and somewhat pathetic. Of course the interviewer treated him like royalty, when just a syndicate captain, a Made Man. As a cog within the US financial hierarchy, he was asked why Gold is approaching record price levels near $1500 per ounce. He gave his best 10-second answer, showing no depth of comprehension but an excellent grip of propaganda laced with simplistic distortion. He said, "GOLD IS RISING FROM ALL THE GLOBAL INSTABILITY, AND NOT FROM INFLATION AT ALL." Sounds good, but it lacks much reflection of the world of reality burdened by complexity and interconnectivity that the enlightened perceive.

Tuesday, April 19, 2011

Gold $5,000 and Silver $300 are Credible Forecast Targets / Commodities / Gold and Silver 2011

By: Midas_Letter

Q: What do CNBC, George Soros, Warren Buffet and every other mainstream investment commentator on the price of gold have in common for the last ten years?

A: They are all wrong.

Tuesday, April 19, 2011

Gold Hits New Dollar & Sterling Records, Fundamentals "Very Supportive" / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE WHOLESALE PRICE of physical gold rose again in London trade on Tuesday, hitting fresh record highs for both US Dollar and British Pound investors after yesterday's "negative watch" announcement on US government debt from ratings agency Standard & Poor's – a "shot heard round the world" according to one London bullion dealer.

Tuesday, April 19, 2011

Amaranth Collateral Damage in 78 Trillion Dollar J.P. Morgan Chase Derivatives Book / Commodities / Market Manipulation

By: Rob_Kirby

The purpose of this paper is to illuminate the real purpose of the obscene size of derivatives books amongst the world’s largest financial institutions.  Derivatives in strategic markets are controlled by governments through proxy banks and agencies using these instruments.  By sheer volume, the trading in paper “tails” wag the physical “dogs”.  When market volatility negatively impacts these large institutions they are given a pass by regulators and accounting protocols in the interest of national security and preservation of the status quo.  Moreover, this ensures the perpetuation of U.S. Dollar hegemonic power.  The following accounts outline how these instruments are used to project this power.

Tuesday, April 19, 2011

How to Buy Silver At a Bargain Price Using Options / Commodities / Gold and Silver 2011

By: Money_Morning

Larry D. Spears writes: In last Wednesday's Money Morning special report on silver, several of our financial gurus projected higher prices ahead for "the other precious metal." Since then, silver has climbed about 5% -- hitting $43 an ounce yesterday (Monday). Silver is now nearing its record high of $50.35 set in January 1980.

Tuesday, April 19, 2011

Gold Real Safe Haven, as U.S. Soviergn Debt Status Questioned / Commodities / Gold and Silver 2011

By: GoldCore

Gold and silver closed higher yesterday (+0.45% and +0.65%) after S&P, somewhat belatedly, cut its outlook for the US from stable to negative. While the move seemed to surprise some, many market participants have been warning that this was inevitable for some time.

Tuesday, April 19, 2011

Financial Scam Behind Rising Crude Oil and Food Prices? / Commodities / Market Manipulation

By: Danny_Schechter

The global economy and its recovery, and the living standards of millions of plain folks, are now at risk from the sudden rise in oil and commodity prices.

Gas at the pump is up, and going higher. Food prices are following.

Tuesday, April 19, 2011

Gold Mining Stocks Investing, Right Place, Right Time / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Armed with a degree in geology, Silver Spartan LLC Founder Paul Dockweiler in 2003 got himself invited to explore in a mineral-rich area of southwestern Nevada that was falling out of favor because the price of gold barely covered the cost of production. As Paul explains in this exclusive interview with The Gold Report, a lot of virgin ground with the same mineralogy as a past-producing mine had never even been drilled and, of course, the gold price has since marched up fivefold.

Monday, April 18, 2011

Agri-Food's Commodities Bubble? / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

A big question should be on the mind of investors. Is it 2008 all over again? Are we witnessing another commodity price bubble driven by speculation in paper commodities? With Silver clearly in a speculative bubble, allowing value investors to liquidate positions at overly inflated prices, one might think so. With paper oil ignoring the weakness in physical oil demand, one might be almost sure of it. When mob panics and dumps ~$800 million into GLD, one might need to start reconsidering one's ownership of some inflated commodities.

Monday, April 18, 2011

Why Gold Stocks are Struggling Despite Record Gold Price / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

Gold looks fantastic. It is breaking away from a consolidation which could be called a running correction. Two weeks ago Gold broke to a new high. Last week Gold retested the breakout and then advanced to another new high at the end of the week. Its textbook bullish action. Yet the gold shares have really struggled.

Monday, April 18, 2011

Gold and Silver Set New Records as Athens Denies Debt Restructuring / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF GOLD jumped to a new all-time high of $1489 per ounce in Asian trade Monday, slipping back as the Dollar then rose vs. the Euro despite Greek protestations that Athens isn't seeking a "restructuring", in which it would effectively default on a portion of its debt.

Major-economy government debt rose in price, but Greek bonds sank – pushing yields to fresh post-Euro highs – while global stock markets began the Easter-shortened week with a 0.5% drop.

Monday, April 18, 2011

COMEX Gold Default Risk Triggers Pension Fund to Take Delivery of $1 Billion of Bullion / Commodities / Gold and Silver 2011

By: GoldCore

Concerns that the sovereign debt crisis may be entering a new phase and the risk of contagion has seen peripheral eurozone bonds fall sharply and the euro fall against major currencies and gold today.

Sovereign debt risk, global inflation concerns, geopolitical risk, disappointing European earnings and concerns about Japan's coming reporting season have seen equities weaken and new record nominal highs for gold and silver (all time and 31-year).