Salient to Investors: Johnson Matthey said platinum output dropped 10 percent in 2012: auto catalysts account for 33 percent of global demand, and industrial applications account for 28 percent. James Cordier at Optionsellers.com said platinum fundamentals are very bullish as end-users rush to secure supplies. JPMorgan Chase said platinum and
READ MORE... →Salient to Investors: John Kilduff at Again Capital said the realization that the Seaway reversal is not the answer to the backlog of supply in the central US is hurting the WTI price. Bob Yawger at Mizuho Securities USA is bullish, saying we got to a golden cross formation yesterday when
READ MORE... →Salient to Investors: Peter Sorrentino at Huntington Asset Advisors is positive on commodities going forward as investors are pumping in money and growth expectations for China are starting to rise. Nic Johnson at Pimco said the rally will continue in 2013 on improving growth prospects, which should reinforce inflows . Copper traders are the
READ MORE... →Salient to Investors: Paul Zemsky at ING Investment Mgmt sees much momentum for stocks even after such a good start to the year: earnings are strong, world economies are bottoming and valuations are attractive. EPFR Global report $39 billion moved into equity mutual funds in 2013, more than double the comparable period in
READ MORE... →Salient to Investors: A. Gary Shilling at A. Gary Shilling & Co writes: Investor zeal for yield and disregard for risk favors the junkiest of the junk. When the grand disconnect between investor focus on the immense liquidity created by central banks and weak and weakening global economies becomes unsustainable, probably
READ MORE... →Salient to Investors: Vitaly Nesis at Polymetal International said gold will peak above $2,000 and average between $1,700 and $1,800 in 2013 as central banks’ purchases will be the main demand driver. Nesis doesn’t expect investors to switch from gold to silver in 2013 because silver is a less significant asset in the
READ MORE... →Salient to Investors: GDP growth for Q4 2012 was negative and weaker than any forecast in a Bloomberg survey. Tim Evans at Long Leaf Trading said more numbers like this and gold will rally. Sales of American Eagle silver coins rose to a record this month. Read the full article at http://www.bloomberg.com/news/2013-01-30/gold-little-changed-amid-fed-meeting-palladium-at-16-month-high.html Free email alerts
READ MORE... →Salient to Investors: Gold holdings in ETPs are heading for the biggest decline since December 2011. Credit Suisse, Goldman Sachs and other analysts expect gold to peak in 2013 as the global economy rebounds. Feng Liang at GF Futures said the incentive to hold gold is reduced as the global economy
READ MORE... →Salient to Investors: Ken Hasegawa at Newedge Group said we can be optimistic on the economic recovery and on China and the US, and the oil market is trending up. Hedge funds boosted bullish bets on US crude for a 6th consecutive week. Read the full article at http://www.bloomberg.com/news/2013-01-28/oil-trades-near-highest-level-in-four-months-on-economic-outlook.html Free email alerts of articles as soon
READ MORE... →Salient to Investors: Copper traders are bullish for a third consecutive week on the fastest expansion in Chinese manufacturing in two years. ETF Securities said $28 million went into its ETFS Physical Copper ETP last week, the most since its introduction in 2010. Barclays said China consumes 42 percent of the world’s copper,
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