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| RATIOS & INDEXES |
| Gold / Silver | 61.77 |
| Gold / Oil | 12.88 |
| Dowjones / Gold | 12.68 |
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 | Articles related to commodities |  |
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 | Mish - Global Economic Analysis |
| Milk Futures Set to Double if Farm Bill Does Not Pass |
| Unless a farm bill passes by the end of the year, the crop subsidy program will revert to 1949 policies and the government would be required to stockpile milk until it reached $37.20 per hundred pounds. The current price is about $19.00.
Why our legislators would write ridiculous laws like this is totally beyond me, but they did.
The House wants to pass an extension to resolve the issues, but the Senate says no. So here we sit wondering if the price of milk is going to double.
Bloomberg reporWednesday, December 11, 2013 |
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 | Michael Pento - Delta Global Advisors |
Ten-Year Note Trades Near 6%; If Taper Is For Real  |
| The most important question for investors at this time is to determine how
high interest rates will rise; if indeed the Fed's artificial suppression of
yields is truly about to end. To accomplish this we first must consider where
yields last were outside of central bank debt monetization, a recession and
the Eurozone debt crisis. Then, we need to factor in the increased risks to
inflation and solvency, in order to arrive at an appropriate estimation for
the level of interest rates duTuesday, December 10, 2013 |
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 | Ranting Andy - Miles Franklin |
| The Inexorable Tightening of Global Physical Demand |
| When the annals are written, 2013 will go down as the most anomalous in financial market history. Or, more accurately, when the manipulation of everything - from stocks to bonds, currencies and commodities – permanently dislocated price discovery from reality. My fingers are sore from describing this year’s bazaar “trading” – in which stocks and sovereign bonds (aside from U.S. Treasuries) have risen amidst global recession, and Precious Metals have fallen amidst record worldwide demand and CeTuesday, December 10, 2013 |
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 | Axel Merk - Merk Fund |
| 30%+ Gold in a Diversified Portfolio? |
| How can an investor get guidance on how to construct a portfolio that will protect them should the stock market have another losing streak that lasts more than a few days? We discuss this question while specifically looking at how much gold an investor may want to hold in a portfolio. In 1934, the price of gold was $35 an ounce; as of September 30, 2013, it was $1,331, yielding an average return of about 5%? Gold bugs might argue this suggests gold should have a permanent place in investors porTuesday, December 10, 2013 |
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| Bullion Vault |
| 2014 Battle Over US Rates & Inflation Key to Gold, Say Analysts |
| London Gold Market ReportFrom Adrian AshThe PRICE of gold rose to touch $1250 per ounce for the first time in 7 sessions Tuesday morning, as major government bonds also rose after comments from US Fed officials on the odds of reducing their monetary stimulus at next week's policy meeting.European stock markets crept higher, but Asian shares closed lower.Silver broke to a 2-week high above $20 per ounce as commodities rose. The British Pound hit a new 2-year high vs. the Dollar, capping gold in STuesday, December 10, 2013 |
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 | Captain Hook - Treasure Chest |
| Achtung Baby |
| Were getting close. We are getting close to the day of reckoning this fiat currency economy suicide mission the Fed(s) has engineered for us. So you better get ready, because they will not ring a bell at the top of the stock market to warn the party is over so Achtung Baby. Because the end of the line in QE debt monetization related economic growth is almost here with diminishing returns in money printing and central bank balance sheet growth re-accelerating. And while its true central autMonday, December 09, 2013 |
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 | James West - Midas Letter |
 Woe is Gold |
| There’s a day out there on the horizon of time – distant perhaps, perhaps not – where the price of gold is going to suddenly and forcefully reverse course, and leap past its previous record. The primary cause of this reversal will be the widespread breakdown in the viability of the world’s fiat currencies, primarily the United States dollar.
The reversal in the price of gold will handsomely reward investors who have the financial fortitude to buy when everyone is selling, and the mental fortitudMonday, December 09, 2013 |
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| Bullion Vault |
| ETF Selling Continues in Gold, Futures Bearishness Marks "Possible Turn in Sentiment" |
| London Gold Market ReportFrom Adrian AshThe PRICE of wholesale gold held steady around $1230 per ounce in London trade Monday morning, ticking upwards as European shares slipped but Asian stock markets closed higher after strong data from China.The Euro rose to 6-week highs vs. the Dollar on the FX market, capping gold priced in the single currency beneath ?900 per ounce.Silver rose 0.7% as commodities also gained, together with major government bond prices, reaching $19.65 per ounce."A lot of [Monday, December 09, 2013 |
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| Bullion Vault |
| Gold Reverses Sharp Drop on Strong US Jobs Report, Short-Covering "Now in the Air" |
| WHOLESALE gold in London reversed a sharp drop Friday lunchtime, recovering a $20 plunge on the release of US jobs data to trade back above $1230 per ounce, heading for a 1.7% drop on the week.Versus analyst forecasts of 180,000 net hiring last month, the US economy added 203,000 jobs according to the official Non-Farm Payrolls report.The unemployment rate felling to 7.0% in November.Commodities had earlier ticked higher with European stock markets, which were heading for near-3% weekly losses.PFriday, December 06, 2013 |
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 | Gary Dorsch - SirChartsAlot |
| Will the 'Least Loved' Bull throw a 'Taper Tantrum?' |
| It's been dubbed the "Least Loved" Bull market in history. The US-stock market
rally is now 57-months old, and over this time period, the S&P-500 index
has climbed a "wall of worry," rising +170% from its March 9th, 2009 low, and
hitting an all-time high, above the 1,800-level. But only this year, did it
begin to earn the grudging respect of smaller retail investors. They've plowed
$175-billion into equity funds so far this year, after withdrawing $750-billion
in the previous six yeaFriday, December 06, 2013 |
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 | Mac Slavo - ShtfPlan |
| Horrific Consequences: “People Don’t Understand the Scale of the Emergency That’s Going |
| Back in the mid-2000's, when jobs were plentiful and everyone was concerned with buying zero-interest homes, new cars and taking luxury vacations, Mike Maloney from the Hidden Secrets of Money was warning of the financial and economic destruction to come. In his assessment, a crisis was imminent:
First the threat of deflation (1), followed by a helicopter drop (2), followed by big reflation (3), followed by a real deflation (4), and then followed by hyperinflation (5),
We now know that Maloney wFriday, December 06, 2013 |
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 | Eric Coffin - Hard Rock Analyst |
| My Big Fat Chinese Plenum |
| No, it's not a glandular condition. China's leaders concluded the third Plenum
of the 18th Party Congress a couple of weeks ago. Party Congresses last for
five years and Plenums (full meetings) are annual except for the first year
of each Congress where there might be two or three full meetings.
Traditionally, the third Plenum is the one where new leadership lays out its
long term goals and strategies and it has been third Plenums that were the
basis for sweeping changes in China's socFriday, December 06, 2013 |
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 | Chris Powell - GATA |
| Deutsche Bank exits commodities trading ... except for monetary metals |
| By David Sheppard and Ron Bousso
Reuters
Thursday, December 5, 2013
Deutsche Bank pulled the plug on its global commodities trading business on Thursday, cutting 200 jobs as it becomes the first major bank to exit the once lucrative sector due to toughening regulations and diminished profits.
Germany's largest bank, which was one of the top-five financial players in commodities, will cease energy, agriculture, base metals, coal, and iron ore trading, it said in a statement, retaining only precioFriday, December 06, 2013 |
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 | The Energy Report |
| Producers that Can Pump at $60/bbl Oil: Evan Smith |
| The Energy Report: Evan, welcome. You have achieved successes in growing portfolio value in the commodities space. What are the best ways to do that for an energy portfolio?
Evan Smith: It depends on the investment cycle and the markets. Sometimes it's better to buy the stocks because the assets are cheaper on Wall Street than they are out on the field. Generally, we construct a portfolio of oil and gas companies that have the ability to produce above-average growth in production, reserves and Thursday, December 05, 2013 |
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 | Miguel Perez-Santalla - Bullion Vault |
| Gold, What Is It Good for? |
| Absolutely nothing! Well, except 5,000 years of value exchange, non-correlation, and preserving wealth...
GOLD's VALUE is under attack, writes Miguel Perez-Santalla at BullionVault. The current market environment has led many in the press to question gold as an investment or an asset class.
There have been many pieces written pointing to the 2013 decline, now 27% on the year or 35% off the high of 2011. It would seem evenhanded to make this determination on this rather short view of the maWednesday, December 04, 2013 |
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| James West - Midas Letter |
| Quantitative Easing: Fantasy is Now Reality |
| Economic metrics in the United States are starting to take their own unaided steps upward in a widening variety of segments as the effects of quantitative easing begin to radiate outward from the banking center. Its to be expected. It’s the equivalent of oxygen being pumped into the atmosphere in Las Vegas casinos; its just a matter of time before everyone gets a lung full.
But we’ve collectively been coerced into participating in a scheme that, in objective retrospect, is designed to keep the wWednesday, December 04, 2013 |
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| Bullion Vault |
| Analysts Line Up to Declare "Decline & Fall" of Gold After 2.6% Tumble |
| London Gold Market ReportFrom Adrian AshWHOLESALE gold trimmed Monday's 2.6% loss in Asian and London trade Tuesday morning, with a brief rally to $1226 per ounce as world stock markets fell after Wall Street retreated from record highs.Gold priced in Euros dropped through ?900 per ounce for the first time since July 2010.Silver failed to match the Dollar gold rally, hitting a new 5-month low of $19.09 per ounce. "The wheels seem to be coming off the gold market," says one US broker's note."TheTuesday, December 03, 2013 |
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| Bullion Vault |
| Analysts Line Up to Declare "Decline & Fall" of Gold After 2.6% Tumble |
| London Gold Market ReportFrom Adrian AshWHOLESALE gold trimmed Monday's 2.6% loss in Asian and London trade Tuesday morning, with a brief rally to $1226 per ounce as world stock markets fell after Wall Street retreated from record highs.Gold priced in Euros dropped through ?900 per ounce for the first time since July 2010.Silver failed to match the Dollar gold rally, hitting a new 5-month low of $19.09 per ounce. "The wheels seem to be coming off the gold market," says one US broker's note."TheTuesday, December 03, 2013 |
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| Bullion Vault |
| Market Looks to 'Improved' US Data as Gold, Silver Reverse Rally |
| London Gold Market ReportFrom Adrian AshFRIDAY'S late 1.1% rally in gold was reversed in Asian and London trade Monday morning, with the metal trading back below $1240 per ounce as world stock markets also slipped with commodities.Silver tracked gold lower, falling from $20 per ounce at the start of Asian dealing to hit near 1-week lows $19.63.The rising Pound meantime, touching its highest level since Sept.2011 after stronger-than-forecast UK house price and manufacturing data, pushed gold in SMonday, December 02, 2013 |
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