Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Monday, September 12, 2011
Why A Rise In The Dollar Could Be Bullish For Commodities? / Commodities / Commodities Trading
Deflationary Repeat of 2008?There is fear in the land. Many are asking where do we go should a deflationary repeat of 2008 be in the cards. Again the response to such an event may be an initial decline in all holdings across the board. The market roller coaster takes us down, but if we keep our eyes open at exactly the same moment we see a sudden rise directly ahead in our chosen sectors.
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Monday, September 12, 2011
Gold Daily and Silver, Perception Is Everything When You Rule the World / Commodities / Gold and Silver 2011
The pampered princes on Bloomberg today suggested there was selling of gold to 'raise capital' today, and that selling was being done by 'central banks.' Perhaps they need to meet some margin calls. lol.
You just can't make this stuff up.
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Monday, September 12, 2011
Gold and Silver Resist Stronger Dollar's Headwinds / Commodities / Gold and Silver 2011
The most interesting aspect to the enclosed comparison charts is the juxtaposition of the Euro/USD with spot gold and silver. Let's notice that the Euro/USD plunged from its mid-August recovery high at 1.4520 to this morning's low at 1.3500, 7% in about 3 weeks, while gold and silver prices -- including the SPDR Gold Shares (GLD) and iShares Silver Trust (SLV) -- remained relatively resistant to the influence of the higher dollar.
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Monday, September 12, 2011
Gold Falls with Stocks, as Greece Debt Default Could Lead to 2008-style Banking Collapse / Commodities / Gold and Silver 2011
U.S. DOLLAR gold prices dropped to a low of $1832 an ounce just before Monday lunchtime in London – 1.3% off Friday's close – as the US Dollar showed strength in the face of stock and commodity market falls.
The Euro slid to a seven-month low of $1.35 in early trading, while US, UK and German government bonds all gained.
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Monday, September 12, 2011
Gold Parabolic, BGMI, HUI and Small Miners with Big Earnings / Commodities / Gold & Silver Stocks
I've spent the past couple of weeks learning a new skill - making charts using Microsoft Excel. This article will use my new skills to compare gold's current C-wave development with gold's great parabola that concluded on January 21, 1980, as well as examine the historic relationship of gold with gold mining stocks using both the BGMI (Barron's Gold Mining Index) and HUI (Amex Gold Bugs Index). Then we will conclude with some charts of miners that appear to have not only explosive future earnings, but also explosive future price appreciation.
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Monday, September 12, 2011
Gold New Record High in Euros on Greek Debt Default and Eurozone Contagion Risk / Commodities / Gold and Silver 2011
Gold is marginally lower in most currencies and is trading at USD 1,836.60, EUR 1,350.90, GBP 1,158.90, JPY 141,320, AUD 1,779 and CHF 1,626 per ounce. Gold reached a new record nominal highs in Australian dollars, Swiss francs and euros this morning.
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Monday, September 12, 2011
Gold Mining Stocks: Is this the Breakout? / Commodities / Gold & Silver Stocks
When this bull market in precious metals began the mining stocks outperformed the metals, at least for the first few years and they delivered some very nice returns to us all. The last few years they have performed poorly and not only have they not outperformed the metals, many stocks have failed to keep pace with gold and silver, So, are we now seeing a major sea change in the outlook for mining stocks?
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Monday, September 12, 2011
In a Year of Massive Change, Gold's Status Remains Unchanged / Commodities / Gold and Silver 2011
The year 2011 has been a tumultuous one for market participants and non-participants alike. In just the last few months we've witnessed record extremes in the weather in the U.S., revolutions in the mid East region and exceptionally high levels of volatility in global financial markets.
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Sunday, September 11, 2011
The Gold and Silver Precious Metals Tsunami / Commodities / Gold and Silver 2011
A tsunami doesn’t start with a bang, but with a whimper. The first sign is a little hump in the water way out in the distance that is barely notable. Anyone who catches a glimpse of it simply continues to expect the day to be the same as the last many days - calm and beautiful waters along the shore. This is the point where we are, today in the Precious Metals (PM) sector. Many have seen the little roll of water out in the distance as Gold edged up in the first move of a more parabolic slope, yet most investors are mired in the same expectations of yesterday - a return for Gold to correct down into a lower base.
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Sunday, September 11, 2011
Silver Looking Increasingly Ominous, Crash Ahead? / Commodities / Gold and Silver 2011
The picture for silver looks increasingly ominous and it is suspected that we are close to a major breakdown that will lead to a violent plunge, of a similar nature to that which occurred early in May. The picture has darkened over the past week with increasingly bearish action by gold and a major dollar breakout, that was predicted on the site a few days before it occurred in the article The Great Dollar Shocker.
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Sunday, September 11, 2011
Gold Continues to Mark Out a Top / Commodities / Gold and Silver 2011
Gold continues to look as though it is marking out an intermediate top area, with several additional bearish developments having manifested over the past week. One is the powerful breakout in the dollar, which was predicted on the site in the article The Great Dollar Shocker just days before it occurred. Could the dollar and gold rise at the same? yes, they could, especially if the dollar's gain is largely due to the demise of the euro, but a strong dollar does mean that gold will be battling headwinds.
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Sunday, September 11, 2011
Gold Fails to Hold New High, Watch out Below? / Commodities / Gold and Silver 2011
Gold tried for new highs this past week but although it made it very slightly on an intra-day basis it still closed lower. By week’s end it seems to be rallying again but the momentum remains weak. Watch out below?
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Friday, September 09, 2011
Gold Stocks Prognosis: Catalyst, Please / Commodities / Gold & Silver Stocks
Jeff Clark, BIG GOLD writes: It’s probably the #1 question on every gold investor’s mind right now: Why are gold stocks underperforming gold? Aren’t they supposed to bring us leverage to the gold price?
Yes, they are, and their performance been both disappointing and puzzling. There are some exceptions, to be sure, but in the majority of cases the stocks are lagging the metal. And it’s been happening for most of the year. What’s going on?
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Friday, September 09, 2011
Gold and Silver Final Parabolic Upswing? Comparison of Two Bull Markets / Commodities / Gold and Silver 2011
In a nutshell, this week we decided to provide you with the analysis of the previous bull market in the precious metals. The goal is to see how the current bull market compares with the previous one. After all, since history rhymes, looking at the analogy should provide us with clues as to what can happen next. In particular, we will be able to estimate if we’re currently on a verge of the final parabolic upswing and if this bull market is likely to end soon.
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Friday, September 09, 2011
Gold Continues "White-Knuckle Ride" as "Uninspiring" Policymakers "Limit Upside" for Stock Markets / Commodities / Gold and Silver 2011
U.S. DOLLAR gold prices plunged sharply Friday morning in London, hitting a low of $1826 per ounce – 4.9% down on Tuesday's all-time high – while stocks and commodities also fell and European government bonds gained.
Going into the weekend, the gold price at Friday lunchtime looked headed for 3.3% weekly drop after speeches from US and European policymakers did little to calm market nerves.
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Friday, September 09, 2011
Global Currency Wars Sees Swiss Franc Devalue 8.5% Against Gold This Week / Commodities / Gold and Silver 2011
Gold is trading at USD 1,836.60, EUR 1,330.90 , GBP 1,153.90, JPY 142,750 per ounce and reached a new record nominal high in Swiss francs at CHF 1,652.83. Gold was higher in all currencies prior to sharp selling was seen in the hour after the London AM fix.
Gold’s London AM fix this morning was USD 1,879.50, EUR 1,359.39, GBP 1,177.12 per ounce. Yesterday’s AM fix was USD 1,827.00, EUR 1,298.88, GBP 1,146.68 per ounce.
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Friday, September 09, 2011
Gold Consolidates Gains while Gold Equities Outperform / Commodities / Gold & Silver Stocks
In only two months Gold surged from $1500 to $1900/oz. Over the past few weeks Gold has remained range bound from $1750-$1900. The longer Gold holds this range then the more optimistic we can be. That $400 move was not a parabolic blowoff top but the initiation of an acceleration. This consolidation is likely to develop into a bullish flag. While Gold consolidates, the gold equities have taken the leadership role. The large caps have broken out from a 10-month consolidation to a new all time high. The junior golds are not far behind.
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Friday, September 09, 2011
When Yield is Non-Existent, Gold and Silver are In Play / Commodities / Gold and Silver 2011
Personal and institutional finance differ in the most important way; personal finance assumes a limited lifespan, whereas institutional finance operates on the framework of a perpetual life. The lifecycle of an individual investor dictates that with each passing year, risk must be taken off the table to create a better trajectory for a coming retirement.
Years ago, the common line in the retirement planning business centered around the 4% solution to retirement. Retirees could plan on drawing 4% from their accounts each year, a combination of dividends from stock investments, and yields from well-paying fixed income investments.
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Friday, September 09, 2011
Gold Stock Investors Buy GDX and GDXJ / Commodities / Gold and Silver 2011
Yesterday morning I had a conversation with a brilliant reader of mine. We spoke about precious metals, the blatant manipulation of the metals (which I am happy to report the Central banks have been unable to sustain) and to point out two stocks that I had not given their fair due.
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Friday, September 09, 2011
Uranium Companies Poised for a Comeback / Commodities / Uranium
This year has brought uncertainty for the uranium sector. Since the tsunami and subsequent radiation leaks in Japan, developers and investors are questioning the best steps moving forward. In this exclusive interview with The Energy Report, Edward Sterck, an analyst with BMO Capital Markets in London, updates us on the sector's status and offers advice on the best companies to support in the coming months and years.
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