Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Thursday, March 29, 2012
Crude Oil Prices: Now for Something Really Scary / Commodities / Crude Oil
If oil prices don’t crash down to $67 within the next two months, that means for sure the evil one-eyed-drooling-spirit of Peak Oil, which everyone has been studiously trying to ignore for so long, has finally arrived.
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Thursday, March 29, 2012
Eye on Crude Oil and Natural Gas / Commodities / Crude Oil
Downward momentum may be becoming exhausted in natural gas and its related ETFS -- US Natural Gas Fund (UNG) and ProShares Ultra DJ UBS Natural Gas ETF (BOIL).
Meanwhile, oil prices and the US Oil Fund ETF (USO) have sold off hard but not enough to damage the overall bullish chart pattern.
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Thursday, March 29, 2012
Will Monetary Policy and Inflation Continue to Support Gold? / Commodities / Gold and Silver 2012
Earlier this week, gold and silver prices jumped after Ben Bernanke delivered a speech that sparked more quantitative easing speculation. However, both precious metals have since given up gains as investors continue to employ a “buy the dip, sell the rip” trading mentality. According to CPM Group, a commodities research and investment company, this is a trend that is likely to continue, but gold prices should receive support.
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Wednesday, March 28, 2012
Solving The Global Energy Equation: Demand-Supply-Infrastructure / Commodities / Crude Oil
Little remarked by most analysts of the OECD-wide financial and debt rout in 2008-2011, world energy demand rebounded fast from its sharp plunge in 2008-2009. For the year 2010 the BP Statistical Review of 2011 painted a dramatic rebound story. World energy demand jumped by 5.6% led by coal demand growing over 7%, gas demand growing almost as much, and oil consumption by 3.1% as China moved to become the world's biggest single energy using nation. With no surprise, oil prices rose by 29% on average in 2010 from the year previous.
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Wednesday, March 28, 2012
The Gold GroundHog Grind / Commodities / Gold and Silver 2012
A very important objective change has taken place in the gold market. Its price is not moving above the resistance established in the 1600 to 1900 wide berth range. Its price is not moving below support in the same wide permitted range. When the gold price has approached the 1800 level recently, all manner of naked soldiers emerge with imaginery swords to whack the price down, to bring it under heel. The ruse has a high cost in the real world though, as the gold cartel has been forced to shed an enormous supply of gold as punishment for each naked short episode. The opponents to fraudulent controlled manipulated markets have emerged in force to respond. They fight from the East. They fight for a fair and equitable market.
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Wednesday, March 28, 2012
US Interest Rates Should Support Gold Price / Commodities / Gold and Silver 2012
WHOLESALE MARKET gold prices dropped to below $1680 an ounce Wednesday morning – 1% down on their high for the week – after failing a day earlier to break the $1700 barrier.
Silver prices drifted below $32.50 per ounce – a 2.3% drop from Tuesday's peak – while stocks and commodities traded sideways and US Treasuries ticked lower.
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Wednesday, March 28, 2012
Gold ad Crude Oil Unfolding Trading Patterns / Commodities / Commodities Trading
The past two months we have seen all the focus from traders and investors be on the equities market. And rightly so and stocks run higher and higher. But there are two commodities that look ready to explode being gold and oil (actually three if you count silver).
Below are the charts of gold futures and crude oil 4 hour charts. Each candle stick is 4 hours allows us to look back 1-2 months while still being able to see all the intraday price action (pivot highs, pivot lows, strong volume spikes and if they were buyers or sellers…).
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Wednesday, March 28, 2012
Investing in Precious Metals: Four Ways to Diversify With Palladium and Platinum / Commodities / Gold and Silver 2012
Martin Hutchinson writes: Even gold and silver investors need to diversify.
That's why investing in precious metals means more than simply buying the "barbaric relics" that have served as money in the past.
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Wednesday, March 28, 2012
Investor Energy Metals Bonanza / Commodities / Metals & Mining
It's a great time to be invested in energy metals, says Chris Berry, president and founder of House Mountain Partners. The current worldwide desire for a higher quality of life is a trend that will continue, argues Berry. In this exclusive interview with The Energy Report, Berry highlights the amount of research and development underway in the tech and energy sectors and why it spells a bullish message for lithium, graphite and uranium.
The Energy Report: Please tell our readers about TIMBIs and CIVETS and their expected contributions to global gross domestic product (GDP) growth over the next five years and beyond.
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Wednesday, March 28, 2012
Not Even Saudi Arabia Can Save Us From High Crude Oil Prices / Commodities / Crude Oil
Jason Simpkins writes: With oil prices soaring ever higher, Saudi Arabia stepped in last week and vowed to increase its production by 25% if necessary.
But while that assurance managed to siphon a few dollars off of oil futures, the reality is there's nothing Saudi Arabia - or anyone else, for that matter - can do about rising oil prices.
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Wednesday, March 28, 2012
Lunacy and Confusion Over the Gold Standard / Commodities / Gold and Silver 2012
It drives me crazy when I read stuff by “economists” that is just plain wrong. Some of them are allegedly “MBAs” and “PhDs” but I think that their common sense is actually “DOA”.
Unfortunately, millions in the public arena see their interviews and blogs and they seem to automatically swallow their commentaries… hook, line and sinker. Let’s address some of the nonsense that these pundits are expressing.
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Wednesday, March 28, 2012
Super-Cooled Natural Gas is Red Hot in International Markets / Commodities / Natural Gas
Natural gas transforms into a liquid when it’s cooled to minus 260 degrees, enabling exporters to load the liquefied commodity onto specialized carriers for shipment to an import terminal.LNG frees gas from the physical constraints of the global pipeline system. Before the widespread commercialization of LNG technology, natural gas located far offshore or in remote areas was considered stranded and had no economic value because producers couldn’t deliver output to consumers. LNG allows natural gas produced in Australia or offshore West Africa to high-demand markets such as Europe and Asia.
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Tuesday, March 27, 2012
Bernanke's Problem with the Gold Standard / Commodities / Gold and Silver 2012
In his new lecture series, Federal Reserve (Fed) Chairman Ben Bernanke is going out of his way to discuss the "problems with the gold standard." To a central banker, the gold standard may be considered "competition," as their power would likely be greatly diminished if the U.S. were on a gold standard. The Fed, Bernanke argues, is the answer to the problems of the gold standard. We respectfully disagree. We disagree because the Fed ought to look at a different problem.
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Tuesday, March 27, 2012
Gold Climbs Above 200-day Moving Average / Commodities / Gold and Silver 2012
THE SPOT MARKET gold price traded just below $1700 an ounce for most of Tuesday morning in London – over 4% up on its low last week – before heading lower just ahead of the US markets open as the US Dollar regained some of the ground it lost on Monday following comments by Federal Reserve chairman Ben Bernanke.
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Tuesday, March 27, 2012
Gold Nears $1,700 After Bernanke QE Hints / Commodities / Gold and Silver 2012
Gold’s London AM fix this morning was USD 1,694.00, EUR 1,266.54, and GBP 1,059.55 per ounce. Yesterday's AM fix was USD 1,658.00, EUR 1,255.02 and GBP 1,047.91 per ounce.
Silver is trading at $33.07/oz, €24.77/oz and £20.72/oz. Platinum is trading at $1,656.75/oz, palladium at $660./oz and rhodium at $1,425/oz.
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Tuesday, March 27, 2012
Forget Goldman Sachs; Only Fools Rush Into Stocks / Commodities / Gold & Silver Stocks
Shah Gilani writes: Is Goldman Sachs (NYSE: GS) playing us all for Muppets when they say stocks now present a generational buying opportunity?
The investment bank's 40-page bullish report, titled "The Long Good Buy: The Case for Equities," says to forget the huge run-up since 2009, forget the 25% rise in equities over the last five-and-a-half months, and forget bonds. This party is just getting started.
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Tuesday, March 27, 2012
The Demise of Democracy Whilst Americans Cheer the Final Four / Commodities / Gold and Silver 2012
March seems to be leaving us like a lamb, although “March Madness” is still in effect, as college basketball marched into “The Final Four”
It is safe to predict that more Americans are paying attention to the action on the courts than the tired rhetoric and electoral mash-up where another final four bid for our attention, over-hyped in confrontational terms by political commentators who, like their sports counterparts, are just there to keep score:
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Tuesday, March 27, 2012
Emerging Gold Junior Miners and Explorer Stocks Should Recover in 2012 / Commodities / Gold and Silver 2012
Jeff Berwick, chief editor and founder of The Dollar Vigilante and avowed anarchist, holds precious metals for safety and holds their equities for profits. In this exclusive Gold Report interview, he counsels geopolitical diversity and paying close attention to precious metal stocks.
The Gold Report: Your newsletter, The Dollar Vigilante, is the closest thing the newsletter industry has to a comic book superhero. Why the name?
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Tuesday, March 27, 2012
Gold Surges After Bernanke Speech / Commodities / Gold and Silver 2012
Spot gold surged this morning in reaction to Bernanke's speech, which was and is being "translated" as an overture to keep rates very low and Fed policy very accommodative for the forseeable future. In other words, to "create" the environment that will be most conducive to fostering job creation.
Be that as it may, traders and investors interpreted Bernake's remarks as supportive for current easy money policy, but also as a primer designed to help the markets manage their expectations about the future of current policy.
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Tuesday, March 27, 2012
Gold and China: Where the Bulls and Bears Square Off / Commodities / Gold and Silver 2012
To paraphrase the great Steve Martin, today’s investors are very passionate people and passionate people tend to overreact at times. An overreaction is exactly what’s happened in gold and global markets in recent weeks. While market bulls have been sniffing out data points to support their case, market bears have continued to take a glass-half-empty approach.Read full article... Read full article...