Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, August 30, 2011

Why Gold Will Replace U.S. Treasuries as the World's Last Risk-Free Investment / Commodities / Gold and Silver 2011

By: Money_Morning

Keith Fitz-Gerald writes: It wasn't long ago that U.S. Treasuries were considered a "risk-free" investment. But the financial crisis, hulking budget deficits, political gridlock, and the Standard & Poor's debt downgrade have changed that perception - forever .

Now there's only one safe -haven investment: gold.

Tuesday, August 30, 2011

How to Pass the Gold Bull Market Test / Commodities / Gold and Silver 2011

By: Bill_Bonner

Last week in the financial markets was unsatisfactory. No clear trend announced itself. The Dow should have gone down. Gold should have gone down too. But they diddled around…and on Friday, both seemed to be back in counter-trends, moving against the direction we think they OUGHT to go.

As for stocks, everything we’ve found out about the economy since 2007 suggests that our Great Correction view is right. This market aims to correct something; we just don’t know what.

Tuesday, August 30, 2011

Rare Earth Metals Are Not That Rare / Commodities / Metals & Mining

By: George_Maniere

           The term Rare earth is an oxymoron. Rare Earths are all around us and indeed are very common. What is rare is to find high concentrations of Heavy Rare earths in a mining friendly area, mines that are the open pit variety, sites that have the basic infrastructure needed for mining (electric and water) and finally mines that have the roads or waterways  to move massive amounts of these earths to separation plants at a cost effective rate. This is indeed a rare combination.

Tuesday, August 30, 2011

Gold Producers Riding the Risk Trade / Commodities / Gold & Silver Stocks

By: The_Gold_Report

With the price of gold soaring to over $1,900 an ounce and investors abandoning equities for commodities, John McClintock, equity research analyst at Mackie Research Capital, sees gold mining companies benefitting from this flight from risk. In this exclusive interview with The Gold Report, McClintock identifies several gold mining companies with great upside potential.

The Gold Report: With the recent performance of the gold market, what expectations do you have for the next 6–12 months?

Monday, August 29, 2011

Gold Indepth Analysis and Charts on Daily and Weekly Timeframes / Commodities / Gold and Silver 2011

By: Capital3X

Gold touched intra day 1913 before correcting back to 1700. The level of the pullback and the speed with which it pulled back may have surprised many. But this was expected given the parabolic trend (Weekly charts) into which Gold has now entered.

We have superimposed powerful indicators on daily and weekly charts for Gold to understand price action in future. So often proved by us, that yesterday price action can predict tomorrow price action with a high degree of certainty!

Monday, August 29, 2011

Gold Stocks Inch Closer to Major Breakout / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

In recent commentaries we’ve discussed the relative strength of the gold stocks and in particular the relative strength of the large miners. This relative strength comes at a time when the sector is nearing a potentially historic breakout. We’ve written about this breakout before but now the gold shares are closing in and it could only be a matter of days. GDX, our proxy for large-caps is now, after almost a year of trading in a tight range, only 3-4% away from new all-time high territory. Meanwhile, ZJG, the Canadian junior gold ETF, though lagging behind, is in great position to follow GDX to new highs. 

Monday, August 29, 2011

Gold Mining Stocks: A Questionable Performance / Commodities / Gold & Silver Stocks

By: Bob_Kirtley

The gold bull remains intact and continues to show strength despite the recent take down. However a question mark still hovers over the gold mining stocks which are trading as though gold is in its seasonally summer doldrums.

Monday, August 29, 2011

Valuation Gap Makes Gold Miners Attractive But All Miners Aren’t Created Equal / Commodities / Gold & Silver Stocks

By: Frank_Holmes

Goldwatchers were reminded gold’s volatility works in both directions this week, with prices falling more than $100 an ounce in just one day. We forecasted the selloff last week, explaining a 10 percent correction would be a non-event. Once again the CME Group hiked the exchange’s margin requirements for gold investment to shake out overleveraged speculation. This is a positive for long-term investors.

Sunday, August 28, 2011

Gold Blow Off May Have Arrived / Commodities / Gold and Silver 2011

By: Merv_Burak

Gold Blow Off May Have Arrived

Boy, some of these moves are getting kind of scary.  To keep your balance about things it might be very beneficial to watch the long term chart.  It does not roller coaster like a short term one.  On the other hand there may be just too much action missed between a short term and a long term trend.

Sunday, August 28, 2011

Gold Head and Shoulders Top? / Commodities / Gold and Silver 2011

By: Clive_Maund

After becoming monstrously overbought, gold suffered a heavy smackdown early last week as predicted in last week's update. It plunged back into support at the neckline of a potential Head-and-Shoulders top that we had delineated and then bounced strongly - so strongly that it calls into question the validity of this pattern. This action is shown in detail on the 2-month chart below. If the H & S pattern is negated by the price continuing to advance towards the highs again it does not mean that gold is not marking out an intermediate top or at least a consolidation, however, as it could morph into some other pattern like a Rectangle.

Sunday, August 28, 2011

Silver Failing to Break Above Resistance / Commodities / Gold and Silver 2011

By: Clive_Maund

After one more up day silver reacted back with gold as predicted in the last update and then found support at the lower trendline shown on its 6-month chart above its rising 50-day moving average. We now have to be careful with silver because there is widespread rampant bullishness with some extravagent targets being bandied about, and we know what usually happens when that is the case. Also, as set out in the Gold Market update, gold is still way overbought and thought to be vulnerable to a potentially substantial correction.

Sunday, August 28, 2011

Gold 2006 vs Gold Today, Does It Look Familiar? / Commodities / Gold and Silver 2011

By: Willem_Weytjens

On April 22nd, we wrote an article “Silver 2006 vs Silver Today, Does it look Familiar?”

The patterns were nearly identical… and so was the huge drop that followed.

Saturday, August 27, 2011

Betting on Gold and Silver Stocks / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Chen Lin stumbled into investing. While working on a doctorate at Princeton, he turned $5,411 in his wife's retirement account into $1.5 million. In his newsletter, What is Chen Buying? What is Chen Selling?, Lin shares the fruits of his analytical aptitude. In this exclusive interview with The Gold Report, Lin reveals his latest finds in undervalued gold miners, and why he has high hopes for silver, too.

Saturday, August 27, 2011

Gold Opportunity Antidote to Cartel Created Crises / Commodities / Gold and Silver 2011

By: DeepCaster_LLC

“Gold Cartel Trifecta And Another Temper Tantrum

"They say the price of gas could soon be under $3 a gallon. Do you know what that means? You can now afford to drive by the house you used to live in, go by the job you used to have, and go see the bank where you used to have money." … Jay Leno

Saturday, August 27, 2011

Mining Stocks Sectors Two Biggest Risks / Commodities / Metals & Mining

By: Richard_Mills

Country Risk - Where the political and economic stability of the host country is questionable, and abrupt changes in the business environment could adversely affect profits or the value of the company's assets.

Resource Nationalism - The tendency of people and governments to assert control, for strategic and economic reasons, over natural resources located on their territory.

Saturday, August 27, 2011

Gold and Silver Deeper Correction Due? / Commodities / Gold and Silver 2011

By: Julian_DW_Phillips

The rise in the gold price has continued and shown a break up above the trend line. This has always been a sign that the gold, silver prices have 'spiked'. This has always been a signal to be ready to take profits and be ready to go back in lower down.

This was a correct approach and we do not argue with the logic; however, a change is happening in precious metal markets. Over the last few weeks gold has run ahead but it has seen brief and shallow corrections until this last week when traders and speculators caused a 'spike' to $1.910, before an equally dramatic fall back to $1,716. This is not the sort of correction we are discussing here. The speed and extent of the correction did not reflect the market fundamentals.

Friday, August 26, 2011

Stocks at Rock Bottom, Gold at Top, Is a Bigger Correction Underway? / Commodities / Gold and Silver 2011

By: Przemyslaw_Radomski

To quote Charles Dickens, this week was the best of times, it was the worst of times.

This week Quaddafi was finally cast out, Dominique Strauss Kahn was cleared, Japans’ credit rating was cut, Washington quaked and everyone waited with bated breath for the words from Jackson Hole, WY.

Friday, August 26, 2011

Gold’s Strength and Vulnerability / Commodities / Gold and Silver 2011

By: Seven_Days_Ahead

The important thing to note is that a fall of $400 in the Price, some 20% from the Highs, would only bring the market back to the bull trend, rather than break it.

Friday, August 26, 2011

Carbon Emissions Trading, Rebound From Dual Fibonacci Support / Commodities / Commodities Trading

By: Seven_Days_Ahead

The sharp price reversal in EUA Carbon Emissions from the May high sidelined earlier bulls. Finally interesting support has emerged from two adjacent Fibo levels, prompting a bounce.

Friday, August 26, 2011

The Silver Tide is about to Rise / Commodities / Gold and Silver 2011

By: Bob_Kirtley

Silver has now been through a correction and consolidation phase and is all set for the next leg up. We’ll start with a quick look at the chart. First of all please note that the gap between the price of silver and the 200dma has closed considerably as this moving average heads north in support of silver prices. The RSI is now ‘middle of the road’ at 54.39 with room to go either way, however, we expect silver to move higher from here.