Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, June 07, 2012
Gold Modest Proposal / Commodities / Gold and Silver 2012
By: Paul_Tustain
Zurich, Hong Kong, Mumbai, Shanghai and Singapore have all detected the UK's ambivalence to physical metal...
A gold sovereign coin is within the UK tax authority's definition of investment gold. But would a new one pass the tests of fairness which government rightly demands of the investment industry?
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Wednesday, June 06, 2012
ECB Keeps Interest Rates At 1% - Gold Record High In Indian Rupees / Commodities / Gold and Silver 2012
By: GoldCore
Today's AM fix was USD 1,633.25, EUR 1,305.45, and GBP 1,057.33 per ounce.
Friday’s PM fix was USD 1,606.00, EUR 1,292.76, and GBP 1,041.76 per ounce.
Silver is trading at $29.35/oz, €23.57/oz and £19.03/oz. Platinum is trading at $1,469.00/oz, palladium at $622.00/oz and rhodium at $1,200/oz.
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Wednesday, June 06, 2012
Have Gold, Silver, and Mining Stocks Bottomed? / Commodities / Gold & Silver Stocks
By: J_W_Jones
On Friday, the price action in gold caught the attention of most market participants as gold put in a monster move to the upside in light of risk assets such as the S&P 500 selling off sharply. In fact, gold futures rallied nearly $58 per troy ounce on Friday (+3.71%) while the S&P 500 Index sold off over 32 handles (-2.46%).
Monday saw some profit taking in gold and silver futures as Friday’s monster gains had to be digested. Short term traders were locking in profits, but overall the price action remains quite bullish at the moment. The gold miners remained extremely strong into the bell on Monday as buyers bid up prices in the afternoon to push them nearly 1.65% higher for the trading session.
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Wednesday, June 06, 2012
Beware of Rare Earth Metals False Claims / Commodities / Metals & Mining
By: Critical_Metals_Repo
Bob Wolf, Alliance LLC vice president, doesn't believe everything he reads. Manufacturers claim they can swap out rare earth elements for cheaper, more accessible materials, while some miners insist they can fill every gap in the rare earth supply chain. In this exclusive interview with The Critical Metals Report, Wolf explains why rare earth elements are irreplaceable in many applications and outlines the patenting and permitting hurdles that producers must overcome to realize mine-to-magnet production.
Wednesday, June 06, 2012
Nuclear Power Has a Bright Future / Commodities / Nuclear Power
By: The_Energy_Report
If you asked Amir Adnani, chief executive of Uranium Energy Corp., why he was so bullish about uranium in 2007, his answer would be the same as it is today: There is not enough supply to meet demand. Investors might wonder if Fukushima has drawn the curtain on this industry, but Adnani says in this exclusive interview with The Energy Report that this is just the first act for nuclear power. Adnani is taking advantage of what he sees as a once-in-a-lifetime opportunity to grow his Texas-based company, snapping up properties that are now "on sale."
Tuesday, June 05, 2012
Intermarket Analysis Applied to Gold, Gold Stocks and Bonds / Commodities / Gold and Silver 2012
By: Jordan_Roy_Byrne
Longtime readers know that we are a huge fan of intermarket analysis which is a rather new field within technical analysis. I believe John Murphy developed this field, thanks to his book. Intermarket analysis is the analysis of the relationships between the major asset classes: stocks, bonds and commodities. Furthermore, evaluating and comparing the different sectors within those asset classes also counts as intermarket analysis. Essentially, it is comparing one market to another. Intermarket analysis is essential when analyzing the precious metals complex because it is always affected by or has some relationship to other markets.
Tuesday, June 05, 2012
Silver: A Tier 1 Asset for All / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
In recent years, precious metals, most notably silver and gold, have played an unusual dual role as both monetary and non-monetary commodities. That may be in the process of changing for major financial institutions to favor holding metals as collateral as the Basel Committee ponders allowing banks to use gold as a Tier 1 capital asset.
Tuesday, June 05, 2012
The Silver Squeeze: Bank Runs Versus EU Short Covering? / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
According to Google Trends, the number of Internet searches for the phrase “bank run” has reached an all-time high, demonstrating just how concerned many intelligent people are becoming over the stability of the global banking system.
Amid these troubling times for financial institutions, silver is continuing to shine as the “poor man’s gold” that will provide a safe haven investment asset if paper currencies lose even more of their already tenuous credibility.
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Tuesday, June 05, 2012
Golden Days Ahead for Gold Stocks / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Savvy investors and central banks in Asia are accumulating physical gold, the most stable form of value. In an exclusive interview with The Gold Report, Dave Kranzler, founder of Golden Returns Capital, contrarian gold investor and newsletter writer, shares his investment outlook and explains what he looks for when investing in gold miners poised to profit from economic turbulence.
The Gold Report: You started your career, Dave, in the fixed income securities division of Goldman Sachs. And you worked as a junk bond trader before founding Golden Returns Capital. What prompted you to move into precious metals?
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Tuesday, June 05, 2012
Mining Stocks Booms, Busts and Bargains / Commodities / Metals & Mining
By: Submissions
David Dittman writes: The S&P/ASX 200 Materials Index comprises a wide range of commodity-related manufacturing industries, including companies that manufacture chemicals, construction materials, glass, paper, forest products and related packaging products as well as metals, minerals and mining companies. It forms the basis of the basic materials stocks in my coverage universe.Read full article... Read full article...
Tuesday, June 05, 2012
Disruptive Economics Accelerating Global Energy Change / Commodities / Crude Oil
By: Andrew_McKillop
Oil analysts already integrate “disruptive technology” in the shape of hybrid and all-electric cars in their forecasts of probable, at least possible decline in the total oil demand of the world's two-largest car fleets - in the EU27 and USA - and in the world's fastest-growing fleets of China, India and other smaller emerging economies.
Tuesday, June 05, 2012
Gold and Commodities Major Long-term Bottom Forming / Commodities / Commodities Trading
By: Toby_Connor
Stocks:
With Friday's employment report a few things began to clear up. The first one is the correct cycle count on the stock market. With the break to new lows it's now apparent that April 10th formed either a very stretched, or very short daily cycle. I tend to lean towards the very short cycle interpretation based on the trend line breaks I have illustrated in the chart below.
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Tuesday, June 05, 2012
Mocking Warren Buffett’s Stance on Gold / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
Gold gets dug out of the ground, then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching their head.”-Warren Buffett
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Monday, June 04, 2012
Why Academic Economists Hate the Gold Standard / Commodities / Gold and Silver 2012
By: Gary_North
If there is a single confession of faith uniting economists all over the world today it is this: their uncompromising hostility to a full gold coin standard.
The second confession of faith is their qualified support of the idea of central banking.
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Monday, June 04, 2012
Will the Oil Bubble Pop Down to $67 This Time: If so that’s Good News / Commodities / Crude Oil
By: Andrew_Butter
The story so far:
1: There was a bubble in oil prices in 2008. The evidence for that is it popped which is a pretty good clue; although so far no one has figured out what drove the bubble. Yes it was probably speculators with access to easy money, but sadly no smoking gun has been found, although one gets the impression no one looked very hard.
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Monday, June 04, 2012
A New Cyclical Gold Stocks Bull Market Is Born / Commodities / Gold & Silver Stocks
By: Adam_Brochert
And it is about time! After a 40% bear market (the second worst of the secular Gold stock bull so far), the large majority of investors and speculators have been worn out or scared out. The mid-May bottom was THE bottom in my opinion and we have a long way to go on the upside. The metals will rise as well, but Gold stocks will outperform this time.
Monday, June 04, 2012
Major Improvement in Gold's Interim Outlook / Commodities / Gold and Silver 2012
By: Clif_Droke
As of the end of May 2012, gold suffered the indignity of its first "bearish" year after its long-term bull market began in 2001. Gold made almost no net progress in the past year, and although the gold price is still well above its long-term uptrend, on an intermediate-term basis it's hovering only slightly above its year-ago level. There are reasons for believing that in the coming weeks, however, gold's intermediate-term fortunes will change for the better.
Sunday, June 03, 2012
Did We Just See A Bottom In Gold? / Commodities / Gold and Silver 2012
By: Jesse
"Quite unexpectedly, except perhaps among a handful of long-time gold advocates, gold is quietly and gradually moving back to its centerpiece role in international reserves. Stretched and threatened financially, nation states have begun accumulating gold for the same reason private individuals do -- as portfolio insurance to cover a wide assortment of economic uncertainties.
Saturday, June 02, 2012
Dark Times For Black Oil / Commodities / Crude Oil
By: Andrew_McKillop
Current and rising, but always belated recognition of reality is that the economy isn't coming around like we hoped, that we have what PIMCO's chief Mohamed El-Erian calls a global synchronized slowdown: this can only push oil prices down. The euro's belated shrinkage against the dollar can also only push down oil prices, for a wider range of reasons than many think, of which only some are cast in stone as the Brent-WTI premium.
Saturday, June 02, 2012
The Gold Price Spike / Commodities / Gold and Silver 2012
By: Brian_Bloom
Summary and Conclusion - The technical evidence suggests that today’s spike in the gold price was more probably a technical upward reaction within a secondary bear trend than the commencement of a strong up move.
Scanning today’s charts, the following P&F chart of the gold price (courtesy stockcharts.com) caught my eye:
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