Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, June 29, 2012
Energy Markets Inflation vs. Deflation Opportunities, Part3 / Commodities / Energy Resources
By: Brian_Bloom
In the first two parts of this trilogy, we concluded that the most likely reasons for the “odd” behaviour of the gold price (which is weaker than would be expected given the chaos in Europe), and of the US Industrial Equity indices (which is not as weak as would be expected given the high levels of US unemployment and sovereign debt), were:
Friday, June 29, 2012
Crude Oil Price Bubbleomics Impact on EP Valuations / Commodities / Crude Oil
By: Andrew_Butter
Just so you know, my interest in oil prices is not because I trade (I don’t), or that I care about global warming, tree-hugging, or America’s bill to buy oil, all I care about is the price; because that drives the value of companies and projects I’m involved in.
This is an update on an article posted eighteen months ago called Crude Oil Price Forecast to 2020. The issue then was the specter of Peak Oil.
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Thursday, June 28, 2012
A Warning for Gold Stock Investors / Commodities / Gold & Silver Stocks
By: DailyWealth
Frank Curzio writes: Aaron Regent just lost his job.
A month ago, Aaron was the CEO of Barrick Gold, one of the world's largest, most successful gold-mining companies. He earned over $8 million in 2011, making him one of Canada's highest-paid executives.
Thursday, June 28, 2012
Gold, Silver and the Black Hole of Deflation / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
In Part I of this series we looked at the decaying state of confidence and how this is assisting in the deflationary process that is slowly, inexorably, moving forward, with limited action from central bankers and very little action at all from politicians. We looked at Christine Legarde's comments that highlighted the need for value and measures of value to keep the monetary system under control. And then we looked at the loss of money velocity, deflation and the damage it's doing to the solvency of banks and nations.
Thursday, June 28, 2012
Gold Lacks All Safe Haven Interest as Commodities Pull Silver Lower / Commodities / Gold and Silver 2012
By: Adrian_Ash
WHOLESALE PRICES to buy gold ticked back above $1570 per ounce in London trade Thursday lunchtime, but held onto a 0.5% loss for the session as stock markets fell ahead of today's Euro crisis summit in Brussels – the 12th such meeting in 12 months.
"Nein! No! Non!" said the front-page of German finance daily Handelsblatt, urging chancellor Angela Merkel not to concede to calls for weaker monetary or fiscal policy across the 17-nation currency zone.
Thursday, June 28, 2012
The Record Breaking 1 Tonne Gold Bulllion Coin / Commodities / Gold and Silver 2012
By: GoldCore
Today's AM fix was USD 1,567.75, EUR 1,261.47, and GBP 1,008.98 per ounce.
Yesterday’s AM fix was USD 1,567.50, EUR 1,255.31, and GBP 1,003.39 per ounce.
Silver is trading at $26.93/oz, €21.77/oz and £17.39/oz. Platinum is trading at $1,406.50/oz, palladium at $575.20/oz and rhodium at $1,190/oz.
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Thursday, June 28, 2012
Why Are We Certain that Gold Producer Stocks Will Soar? / Commodities / Gold & Silver Stocks
By: Jeff_Clark
Jeff Clark, Casey Research writes:
For the past eighteen months, gold stocks have been pummeled.
They showed some life from mid-May to mid-June – GDX, the gold miner's index, was up 21%, while gold rose 5.5%. That bounce was exciting, but they've still got a lot of lost ground to make up. Since January 1, 2011, GDX is down 28%, while gold is up 10%.
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Thursday, June 28, 2012
Is Gold a Zero Risk Financial Asset? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
Gold has been called many things over the past several years. The shiny yellow metal is seen as a safe-haven to some, but a barbaric lifeless asset by others. In short, gold has trouble receiving a wide range of support as a key player in the global financial system. However, new developments may slowly change how investors and institutions view the precious metal.
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Wednesday, June 27, 2012
Pressure Mounting on Gold, But Central banks Still Adding to Reserves / Commodities / Gold and Silver 2012
By: Ben_Traynor
U.S. DOLLAR gold prices dropped as low as $1565 an ounce during Wednesday morning's London trade – 1.4% down on this week's high – before recovering some ground by lunchtime, while stock markets posted slight gains ahead of tomorrow's European Union summit.
Silver prices traded below $27 an ounce for most of this morning, while other industrial commodities were broadly flat on the day by lunchtime.
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Wednesday, June 27, 2012
Gold Bides Time As ‘Risk Free’ German Debt Gets Downgraded / Commodities / Gold and Silver 2012
By: GoldCore
Today's AM fix was USD 1,567.50, EUR 1,255.31, and GBP 1,003.39 per ounce.
Yesterday’s AM fix was USD 1,583.25, EUR 1,267.41, and GBP 1,013.73 per ounce.
Silver is trading at $26.85/oz, €21.59/oz and £17.87/oz. Platinum is trading at $1,416.00/oz, palladium at $580.00/oz and rhodium at $1,190/oz.
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Wednesday, June 27, 2012
While Banks Crumble, The Next Leg Up For Gold Prices Draws Near / Commodities / Gold and Silver 2012
By: Money_Morning
Peter Krauth writes:
Something's afoot in the world of high stakes finance.
The Basel Committee for Bank Supervision (BCBS) is about to decide something crucial to bankers, sovereign nations, and gold investors alike.
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Wednesday, June 27, 2012
Gold and Silver- Keep it Simple / Commodities / Gold and Silver 2012
By: Jordan_Roy_Byrne
This weekend I had a conversation with a fund manager friend who I admire. He lives in the Asia-pac region and has tremendous knowledge of and insight into markets. I asked him what his advice would be. He told me it's simple. My advice for the next three months is patience. My advice for the next three years is precious metals. People often feel the need to complicate things by over-trading and over-thinking the situation. In this piece, we want to keep it simple for Gold and Silver and the mining shares.
Wednesday, June 27, 2012
An Ending Made For Gold / Commodities / Gold and Silver 2012
By: Frank_Holmes
Over the past several months, the markets have tested investors' conviction to gold. Since February, the price of the yellow metal has steadily stepped lower, rallying somewhat in May before falling again when Ben Bernanke disappointed by not providing the U.S. with more stimulus. Meanwhile, the dollar gained ground as global investors fled the euro.
Tuesday, June 26, 2012
Gold Price Negative Forecast Remains / Commodities / Gold and Silver 2012
By: Ben_Traynor
SPOT MARKET prices to buy gold traded just above $1580 an ounce throughout Tuesday morning's London session, up around 0.6% on last week's close following gains the previous day.
Prices to buy silver traded in a tight range around $27.50 an ounce – 2.1% up on the week so far.
"After last week's bearish price action it is hard to get excited about a sustained rally [for gold]," says the latest note from technical analysts at bullion bank Scotia Mocatta.
Tuesday, June 26, 2012
Turkey, Russia, Ukraine and Kazakhstan Further Diversify Into Gold / Commodities / Gold and Silver 2012
By: GoldCore
Today's AM fix was USD 1,583.25, EUR 1,267.41, and GBP 1,013.73 per ounce.
Yesterday’s AM fix was USD 1,569.00, EUR 1,256.41, and GBP 1,009.00 per ounce.
Silver is trading at $27.47/oz, €22.08/oz and £17.64/oz. Platinum is trading at $1,445.25/oz, palladium at $601.40/oz and rhodium at $1,190/oz.
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