Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, August 23, 2011
Unreasonable Gold Nutcases Simply Seek Shelter Says Pimco / Commodities / Gold and Silver 2011
By: Ben_Traynor
THE PRICE of physical gold touched new record highs against all major currencies at the start of Asian trade Tuesday, falling back by 2% as European stock markets then extended their rally from the summer's near-20% plunge to date.
Industrial commodities also rallied for the second day running, while major-economy government bonds ticked lower once more, nudging interest rates higher from last week's near-record lows.
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Tuesday, August 23, 2011
Gold Prices Hit Another Record – But Silver is the Play to Make / Commodities / Gold and Silver 2011
By: Money_Morning
Jason Simpkins writes: Gold prices had another record-breaking day yesterday (Monday), with gold for December delivery climbing 2.1% to close at another all-time high of $1,891.90 an ounce on the Comex.
But as impressive as gold's run has been, silver may be the better bet.
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Tuesday, August 23, 2011
Why George Soros Selling Gold and Buying Farmland / Commodities / Investing 2011
By: George_Maniere
What asset has appreciated more than any asset since the year 2000?
Answer: Farmland. 1,200%
I was talking to one of my readers and he sent me an article from Panama that talked about farmland. Food prices are skyrocketing all across the globe, and there’s no end in sight. The United Nations says food inflation is currently at 30% a year, and the fast-eroding value of the dollar is causing food prices to appear even higher in contrast to a weakening currency. As the dollar drops in value due to runaway money printing at the Federal Reserve, the cost to import foods from other nations looks to double in just the next two years — and possibly every two years thereafter.
Tuesday, August 23, 2011
Gold Value Propositions in Turbulent Times / Commodities / Gold and Silver 2011
By: The_Gold_Report
It's a good time to stock up on gold stocks, according to Charles Oliver, senior portfolio manager with Sprott Asset Management, who sees a number of the equities trading at their lowest prices of the decade. As he tells readers in this exclusive Gold Report interview, "Gold has gone up 20%. The stocks have gone down. They are very cheap. These companies are increasing their earnings, they're increasing their cash flow, they're increasing their dividends—what a great opportunity."
Monday, August 22, 2011
The Neverending Gold is a Bubble Story / Commodities / Gold and Silver 2011
By: Frank_Holmes
Gold continued to make headlines last week, reaching nearly $1,900 an ounce on Friday before resting around the $1,850 level. Gold’s 15 percent rise to new nominal highs over the past month has rekindled “gold bubble” talk from many pundits. Long-term gold bulls have been forced to listen to these naysayers since gold reached $500 an ounce. If you would have joined their groupthink then, you would’ve missed gold’s roughly 270 percent rise since.
Monday, August 22, 2011
Gold on the Verge of a Major Price Correction? / Commodities / Gold and Silver 2011
By: David_Banister
Just under two weeks ago I wrote about gold likely running to a final top with various levels ranging from 1862 to 1907 per ounce as likely. So far, we bottomed with a pivot at $1730 which I mentioned to my paying subscribers and we have run to as high as $1898 per ounce counting futures trading on August 22nd. What should we expect now as the most likely intermediate trading pattern for Gold?
Monday, August 22, 2011
Gold Extremely Dangerous Parabolic Curve as Speculators Build Massive Positions / Commodities / Gold and Silver 2011
By: Ned_W_Schmidt
Near the end of any investment cycle a transfer of ownership normally occurs, from investors to speculators. The asset moves from strong hands to weak hands, from real ownership to fictional ownership in the market for contracts for future delivery. That usually set up conditions for the penalty phase, as those still bleeding from the Silver bear market fully understand.
As we learn from Japan, owners of physical Gold in all forms are aggressively liquidating. From "Tokyo struggles to keep pace with gold rush" by L. Whipp from Financial Times, 20 August,
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Monday, August 22, 2011
Gold Nears $1,900 - Venezuela Formally Requests Gold Holdings Held by BOE Ship by Sea / Commodities / Gold and Silver 2011
By: GoldCore
All major currencies have fallen against gold and silver again today with gold reaching new record nominal highs in most fiat currencies including U.S. dollars. Gold reached a new record of $1,894.80/oz - just shy of $1,900/oz.
Monday, August 22, 2011
Gold Touches $1890 as Treasury Buyers Look to QE3 / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF physical gold rose Monday morning for the thirteenth time in sixteen August trading sessions so far, recording new all-time highs against all major currencies bar the Japanese Yen as London dealing began.
The price of physical gold briefly broke above $1890 per ounce as Asian stock markets closed the day lower again, but European equities then bounced, with London's FTSE-100 index jumping 2% to regain 100 of the 775 points lost so far in August.
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Monday, August 22, 2011
The Catalyst for Consolidation in the Gold Stocks Sector / Commodities / Gold & Silver Stocks
By: Jordan_Roy_Byrne
The Gold and Silver business is one that naturally involves much consolidation. The industry product is the same and the business is such that mergers and acquisitions are commonplace. As many readers know, the secular bear market of the 1980s and 1990s had an obvious impact on the exploration side of the business. Larger mining companies cut exploration budgets because they had to. Fast forward to today and we know that has impacted supply and the ability of the large companies (who survived the bear market) to grow organically. Hence, mergers, acquisitions and takeovers will only increase. Yet we haven’t seen much of this activity despite a raging bull market in the metals.
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Monday, August 22, 2011
Exciting Times for Gold Bugs as the Eurocrats Dither / Commodities / Gold and Silver 2011
By: Bob_Kirtley
Gold prices push higher as once again the ineptitude of our political masters fails to deliver. German Chancellor Angela Merkel and French President Nicolas Sarkozy had scheduled yet another problem solving high level meeting, out of which their followers expected a stroke of economic genius. Instead the two leaders agreed to try for closer economic integration within the euro zone. A result that adds up to sweet nothing.Read full article... Read full article...
Monday, August 22, 2011
Silver at Risk of Revering Lower with Gold / Commodities / Gold and Silver 2011
By: Clive_Maund
Although we have seen a quite strong rally by silver over the past week as expected, it is hard to reconcile the prospects for a continued rally in silver with the outlook for a substantial reaction by gold soon. This throws our wave count into question and opens up the risk of silver reversing back down from the upper trend channel return line shown on our 6-month chart that it hit on Friday when it enjoyed a strong up day, and also highlights the possibility that the action of the past several months is a bearish Rising Wedge that will be followed by renewed decline, although for this scenario to become a reality, the price would have to break down beneath the lower supporting trendline of tentative converging channel shown.
Monday, August 22, 2011
Gold Now Monstrously Overbought / Commodities / Gold and Silver 2011
By: Clive_Maund
In the last update, despite being extremely overbought, gold was expected to advance to even higher levels, for various reasons, principally the COT readings and the bullish volume pattern. We gave a target in the $1900 area, and that target was very nearly attained on Friday when gold hit $1881 intraday, before reacting back to close well well off its day's highs.
Monday, August 22, 2011
Gold $2000 and Silver $100 by Years End / Commodities / Gold and Silver 2011
By: George_Maniere
Politicians should stick to what they’re good at, groveling for money to fund their next re-election campaign and making pompous speeches to stir up even more partisan bickering. What they should not do is stop making believe that they know anything about economics. If I bought Harvard University it would not qualify me to teach organic chemistry. Well the same is true of politicians. Just because you have a pleasant smile and a personality that does not completely turn every voter off does not make you qualified to speak about economics. Politicians should simply stick to what they’re good at and if anyone can figure out what they’re good at would you be kind enough to drop me a post and let me know.
Sunday, August 21, 2011
Gold in Blow-off Stage or a Lot More to Come? / Commodities / Gold and Silver 2011
By: Merv_Burak
Boy, you leave for a few days and all hell breaks loose. Gold is up some $200 since I last looked. Is this a “blow-off” stage or is there still a lot more to come?
Saturday, August 20, 2011
How to Profit From Gold's Historic Bull Run / Commodities / Gold and Silver 2011
By: Justice_Litle
Gold prices are hitting new highs in a big anniversary week -- 40 years ago on Monday, Nixon shut the gold window. There is still room for profit in this trend.
This was a historic week on multiple levels.
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Saturday, August 20, 2011
Gold is highly overbought and prices to correct soon / Commodities / Gold and Silver 2011
By: Sam_Chee_Kong
Gold have been experiencing nothing short of a supernova explosion in its prices in recent months. This is due to investors jittery towards the European crisis and stock markets collapse worldwide ala 2008. As a result investors are now looking for a safe haven for their investments and precious metals provide an ideal avenue for them.
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Saturday, August 20, 2011
Gold $5,000 and Silver $200 Forecasts / Commodities / Gold and Silver 2011
By: The_Gold_Report
Rob McEwen has become a legend in the gold mining industry by skillfully assembling and building mining companies over the past 20 years. In this exclusive Gold Report interview, he explains his rationale for $5,000/oz. gold and $200/oz. silver and how the factors leading to those price levels will affect the industry and the companies exploring for and producing the metals.
The Gold Report: Rob, you've been quite vocal about your belief that gold will reach $5,000/oz. (ounce) and silver $200/oz. for silver. Why and when will that happen?
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Saturday, August 20, 2011
Gold Hitting Record Highs: Time to Buy The Undervalued Gold Miners / Commodities / Gold & Silver Stocks
By: Jeb_Handwerger
Uncertainty and fear are the mother's milk of the metal's market. Our pundits, politicians and professors have given us plenty of reasons to question whether these supposed savants are steering with a working compass. One day headlines proclaim, "Bernanke Ready To Do More If Needed". Then we later read that the Professor is playing down the possibility of additional quantitative easing due to internal dissent. This cold water is being doused on the markets after evoking these hopes.
Saturday, August 20, 2011
Dow Gold Ratio Falls to Post-87 Stock Market Crash Low / Commodities / Gold and Silver 2011
By: Adrian_Ash
Today's gold buyers might still get to look early birds as this depression wears on...
GROWTH or defense...stocks or gold? Intra-day noise aside in summer 2011, Mr.Market's choice looks plain.