
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Monday, May 14, 2012
The Shortage of Arable Land and the Case for Agriculture and Farmland Investing / Commodities / Farm Land
By: Submissions
Adam Waldman writes: Whilst farmland investing may seem to some to be a bit of an exotic option, the reality is that there is an increasingly compelling case for adding this asset class to the alternative investments bucket of your portfolio. One of the major reasons for our bullishness on farmland investment is the availability of quality farmland. As the graph below from the UN Food and Agriculture Organization (FAO) clearly demonstrates, the amount of arable farmland has already shrunk and will continue to do so.Read full article... Read full article...
Monday, May 14, 2012
Gold and Gold Miners Are Closing in on a Major Bottom / Commodities / Gold & Silver Stocks
By: J_W_Jones
"You can't understand what lays ahead if you don't understand the past" ~ Satellite, Rise Against
Members of my service as well as long time readers know that I do a lot of analysis based on the past. I am constantly looking at long-term historical price charts and data. As a trader, I am always looking for an edge.
Read full article... Read full article...Sunday, May 13, 2012
Gold Bugs Will be Vindicated / Commodities / Gold and Silver 2012
By: Alasdair_Macleod
In recent weeks, while the eurozone has suffered escalating levels of systemic stress in government bond markets and its banking system, the gold price has fallen under $1,600. One would have thought that – but for the occasional fat-finger trade – gold would rise in all this instability, not fall. Putting aside short-term considerations, the simple reason has to be that the investment establishment, which has bought into the bond market bubble, does not believe that gold is any longer an alternative to paper money.
Read full article... Read full article...Sunday, May 13, 2012
The Great Defection From The West From Debt Slavery Police States / Commodities / Gold and Silver 2012
By: Jeff_Berwick
Remember a few decades ago when defection from communist countries to the west was common? Those in the west understood why. Of course they'd want to defect, they'd say. They're all but slaves in the Soviet Union... or Cuba... or China. Pick your communist paradise.
Sunday, May 13, 2012
Do Eric Sprott and China Still Believe in Gold? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
It has been a difficult week for precious metals, as gold and silver both experienced their lowest closes of the year. Gold futures settled at $1,594.20 per ounce on Wednesday, while silver futures finished at $29.18 on Thursday. They are also on pace for their worst weekly performance since December. However, several big name entities are still bullish on the safe-haven metals and believe the recent price action will reverse to end the year higher.
Read full article... Read full article...Sunday, May 13, 2012
Commercials Gold Short Covering of Massive Short Positions, COT Report / Commodities / Gold and Silver 2012
By: Marshall_Swing
Commercials bought a huge 7,453 longs and covered a humongous -19,095 shorts to end the week with 56.67% of all open interest and now stand as a group at -15,145,500 ounces net short, a mammoth decrease of almost 1,500,000 ounces net short from the previous week. I hope you understand what they are doing here. They intend to go net long at some point in the near future as they know exactly what the future holds. They will maximize their profit to the fullest. They will take the price of gold down until they are either net long or fully long and have bought up every speculator long that they can. It is very important that you review last week's COT because in it, plus this last Wed - Fri trading days are the key to where the gold price is going and how it is going to get there.
Sunday, May 13, 2012
The Yuan, Rupee and Physical Silver Demand / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
China and India together account for a considerable amount of the current demand for physical silver. Each emerging market country has a strong base of support for silver from individual investors, who often purchase the physical metal as jewelry and bullion since it is thought to provide a more reliable store of value than the local currency.
Sunday, May 13, 2012
Gold $12,000 and Silver $1000, 20 years from now? / Commodities / Gold and Silver 2012
By: Willem_Weytjens
Should both Gold & Silver Bulls & Bears take a long winter sleep?
Maybe…

Saturday, May 12, 2012
Which Stocks Will Lose the Most in the Coming Energy Bloodbath / Commodities / Oil Companies
By: Marin_Katusa
Marin Katusa, Chief Energy Investment Strategist, Casey Research writes: Yesterday, I made a prediction that should scare a lot of investors.
I predicted a massive loss in market valuation for some of North America's largest energy producers. You might own some of these names yourself.
Read full article... Read full article...Saturday, May 12, 2012
How You Can Profit From the Natural Gas Market's Next Big Collapse / Commodities / Natural Gas
By: Marin_Katusa
Marin Katusa, Chief Energy Investment Strategist, Casey Research writes: If you think the bloodbath is over for natural gas stocks, think again...
Despite falling 50% over the past year, many natural gas stocks are about to enter another major decline.
And if you know what's going on here, you can use this coming decline to make huge capital gains over the next 12 months.
Read full article... Read full article...Saturday, May 12, 2012
Gold Down-leg Completed / Commodities / Gold and Silver 2012
By: Mike_Paulenoff
Spot gold plunged to a new reaction low at $1573.01 in overnight trading, but has since rebounded to $1582/83. On further inspection, let's notice that the overnight new low hit and reversed off of the lower "support" line of the March-May down-slanted channel ... amidst a glaring 4-hour RSI momentum divergence.
My pattern and momentum work indicate that the down-leg from the May 1 high at $1672.10 to today's low at $1573.01 has the right look of completion (notwithstanding the likelihood of a retest or even a press to a marginal lower low).
Read full article... Read full article...Friday, May 11, 2012
Gold Bull Market Climaxes / Commodities / Gold and Silver 2012
By: Zeal_LLC
Gold has had a rough time lately, grinding relentlessly lower. Such technical weakness has naturally spawned increasingly bearish psychology. This has led to a fringe view growing in popularity that gold’s mighty secular bull has already given up its ghost. If these new-bear arguments are correct, gold’s secular bull had to peak last August. But was that latest topping gold-bull-climax worthy? Not even close.
Friday, May 11, 2012
Stronger U.S. Dollar "Makes Gold Rally Difficult" / Commodities / Gold and Silver 2012
By: Ben_Traynor
WHOLESALE MARKET gold prices touched their lowest level since the first week of January Friday, hitting $1574 an ounce before recovering some ground, while stocks and commodities fell and US Treasury bonds gained, with dealers in major gold buying countries reporting continued limited demand for precious metals.
Silver prices fell to $28.54 an ounce – also a four-month low, and 6.1% down on last Friday's close.
Read full article... Read full article...Friday, May 11, 2012
Everything You Need to Know About Gold Prices / Commodities / Gold and Silver 2012
By: Money_Morning
Keith Fitz-Gerald writes:
Gold's hot. Then it's not. Now what?
Where did the love for the shiny metal go?
Now the gold bugs are crying, and the "I told you so crowd" is warming up in the wings.
Read full article... Read full article...Friday, May 11, 2012
Gold ‘Will Go To 3,000 Dollars Per Ounce’ / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,580.75, EUR 1,221.69 and GBP 980.98 per ounce.
Yesterday's AM fix was USD 1,590.00, EUR 1,228.37, and GBP 987.39 per ounce.
Gold rose $3.00 or 0.18% in New York yesterday and closed at $1,594.00/oz. Gold ticked lower in Asia and in Europe and breached yesterday’s intraday low of $1,580/oz.
Read full article... Read full article...
