Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, August 15, 2011

Relative Strength of Gold Stocks Signals the Future / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

Savy and experienced market technicans and traders will laud the concept and importance of relative strength. Relative strength analysis can be used on any time frame. On large time frames it can tell us which sectors could be future leaders. On shorter time frames it can also provide insight to the future. In this analysis we examine the relative strength of the gold stocks today and compare it to the past as some important insights can be gleaned.

Monday, August 15, 2011

Market Dynamics That Sent Gold Past $1800 / Commodities / Gold and Silver 2011

By: Bob_Kirtley

Given that gold has hit our target of $1800 we feel it is appropriate to review our outlook on the gold market, the state of key factors that influence gold prices and possible trading strategies going forward.

Saturday, August 13, 2011

Add Gold Stocks During the Stock Market Dip / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Even with the turmoil in today's markets, Louis James, chief metals and mining investment strategist at Casey Research and the senior editor of International Speculator, Casey Investment Alert and Conversations with Casey, says business really does go on. He stresses that even in the face of what he calls "truly economically suicidal behavior on the parts of world governments," he remains very bullish on precious metals. In this exclusive interview with The Gold Report, James discusses what we can expect for the rest of 2011 and 2012.

Saturday, August 13, 2011

China Nuclear Investments, Sleeping Giants In Uranium And Rare Earth Stocks Awakening? / Commodities / Uranium

By: Jeb_Handwerger

As our loyal subscribers are well aware, Gold Stock Trades has long been beating the drums for attention to be paid to the ongoing developments in nuclear (URA) and rare earth stocks (REMX). An important feature of our service is to focus our investment spotlight on what must be considered a vital factor in our modus operandi. Gold Stock Trades may be early in our sectors under review, but as we say in our masthead...we anticipate opportunities.

Saturday, August 13, 2011

Gold vs Paper, Paperbugs Won't Get It Until It's Too Late / Commodities / Gold and Silver 2011

By: Adam_Brochert

A brutal cyclical common equity bear market within this secular bear market for common stocks has already begun. Meanwhile, the parabolic phase in the uncommon Gold secular bull market has just begun with the latest thrust higher. Please don't mistake the forest for the trees: Gold should be correcting now and common stocks are due for a dead cat bounce higher. But these shorter-term considerations are not where the big money is made for retail investors now are they?

Saturday, August 13, 2011

Gold and Asset Allocation / Commodities / Gold and Silver 2011

By: Submissions

Henry Smyth writes: A few months ago, my friend and former colleague Mike Kastner of Halyard Asset Management send me an email with an article from Credit Suisse Portfolio Strategy Group entitled The Best and Worst Assets of the Decade.
Here is the link to the article.

Saturday, August 13, 2011

Will Gold Rollover Be Triggered by the Stock Market Rollercoaster? / Commodities / Gold and Silver 2011

By: Przemyslaw_Radomski

This is one of those weeks where it is truly difficult to know where to begin. This is August. Nothing is supposed to happen in August. But this week gold shot up when markets plummeted, and gold shot up when markets soared. It was one of those weeks when gold could do no wrong.

Friday, August 12, 2011

Not Just Speculators and Paranoid Conspiracy Theorists Who Are Buying Gold / Commodities / Gold and Silver 2011

By: Ben_Traynor

Zoe Tustain writes: Squirreling away a gold reserve no longer seems nuts…

THERE ARE some who seem to think only western speculators buy gold – either that or paranoid conspiracy theorists preparing for Armageddon.

Friday, August 12, 2011

Gold Up 5% on the Week / Commodities / Gold and Silver 2011

By: Ben_Traynor

SPOT MARKET gold bullion prices fell nearly 1% in an hour Friday morning London time – hitting a low of $1746 an ounce – as stocks and commodities rallied after yesterday's decision by four European regulators to ban short selling.

Dollar gold bullion Prices however remained 5% up on the week as we head towards the weekend.

Friday, August 12, 2011

Gold Surges in All Currencies in Tumultuous Week / Commodities / Gold and Silver 2011

By: GoldCore

Gold has fallen today in all major currencies except the Swiss franc which has fallen on continued speculation of pegging the Swiss franc to the euro. Gold is trading at USD 1,754.30, EUR 1,232.10, GBP 1,078.70, CHF 1,349.30 per ounce and 134,357.00 JPY/oz. Gold is 5.1% higher in dollars week to date and 6% higher in euros and 6.6% higher in pounds or to put it correctly these currencies have fallen in value against gold.

Friday, August 12, 2011

Gold Price Jump, What Did It Really Say? / Commodities / Gold and Silver 2011

By: Julian_DW_Phillips

In the last weeks we have seen the gold price jump from the price we alerted our subscribers of $1,555, to reach just over $1,800. Contrary to the view of many analysts, we do not see this as a frothy overrun from which it will pull back. On the contrary, this rise in the gold price has said so much more than simply, trading peak.

Friday, August 12, 2011

Think Gold Price is Not Manipulated? Think Again! / Commodities / Gold and Silver 2011

By: George_Maniere

On Wednesday August 17th the CME came out with an announcement that they would be raising margin rates on the purchase of future contracts on gold. They reported that this was an effort on their part to cool off the price of gold which has enjoyed a parabolic run since August 1st. They said that there would be more rate hikes to protect gold from becoming a bubble. When I read this I laughed at the arrogance of the CME. There is only one reason that that they want to stop gold's parabolic run. They simply do not have enough gold to fulfill the future contracts that they have already sold. Let's not forget that one future contract is sold in lots of 5,000 ounces.

Friday, August 12, 2011

Crude Oil Seeping To Lower Levels / Commodities / Crude Oil

By: Seven_Days_Ahead

The strong rally in Brent Crude in July put bears on a cautious footing. However, a decisive reversal at Fibonacci resistance has kept the medium term bear outlook intact.

Friday, August 12, 2011

Gold and Silver Price Relationship? / Commodities / Gold and Silver 2011

By: Ian_R_Campbell

The following table sets out the closing Gold and Silver prices beginning last Wednesday - which I now refer to as 'Grey Thursday' - through to last night at 10:00 p.m. ET.

Thursday, August 11, 2011

Gold Warning, Cyclical 34 Month Bull Run is About to End / Commodities / Gold and Silver 2011

By: David_Banister

Gold hit $1805 tonight in trading, a Fibonacci Fractal figure I gave out a few weeks ago as a possible top. We are close to a near term high in Gold and Investors should be trimming back positions on this run. Back as recently as $1600 an ounce I forecasted a run to $1805 for Gold using fractal and wave analysis and behavioral patterns, now that we hit that figure it’s time to update the cycle and where we are.

Thursday, August 11, 2011

China and Rare Earth Metals Monopoly / Commodities / Metals & Mining

By: OilPrice_Com

First, the bad news - China's constrained rare earth supplies will be an "irreversible trend" and prices will remain at high levels, according to Zhang Zhong, general manager of Inner Mongolia Baotou Steel Rare-Earth Hi-Tech Co.

Zhang should know, as his concern is China's leading rare earths producer - the Baatou mine produces more than 95 percent of China's production, while Chinese mines currently account for 97 percent of global supplies.

Thursday, August 11, 2011

Margin Hike on Gold Futures, France Debt Similar to US / Commodities / Gold and Silver 2011

By: Ben_Traynor

THE SPOT MARKET gold price spiked to over $1814 an ounce in Thursday's Asian trade – up 9% on the week – before falling after news that gold futures will be subject to a margin hike.

The gold price at Thursday morning's London Fix set records in all three currencies – Dollars, Pounds and Euros – at $1786, £1105.74 and €1254.39 per ounce respectively.

Thursday, August 11, 2011

Germany’s Best-Selling Tabloid Bild's Front Page Encourages Readers To Buy Gold / Commodities / Gold and Silver 2011

By: GoldCore

Gold has fallen today in all major currencies except the Swiss franc which has fallen on SNB intervention rumours. Gold is trading at USD 1,791.40, EUR 1,257.10, GBP 1,107.70, CHF 1,318.80 per ounce and 136,976.00 JPY/oz. The yen has fallen by 8.7% against gold so far in August as the yen, while rising in dollar terms, is falling sharply in gold terms (see chart below).

Thursday, August 11, 2011

Gold Breaks Above Key Technical Resistance Level / Commodities / Gold and Silver 2011

By: George_Maniere

In 1923, the renowned investor Jesse Livermore wrote an article in the Wall Street Journal called “The Square of the Numbers.” I will save the mathematics of his economic model for another essay but he used it to predict stock movements very successfully. What is of note regarding this economic model is that gold broke through a key technical area today when it rose above $1,764.00. Until today it was rising arithmetically. It had a nice angle of appreciation but not parabolic. I would characterize the rise as two steps up for every one step back. It behaved as a healthy stock should.  According to Jesse Livermore’s economic model it has now gone from an arithmetic rise into a period of time where exponential rises are not only possible, they are probable.

Thursday, August 11, 2011

Stock Market Collapse, Gold, Gold Stocks / Commodities / Gold & Silver Stocks

By: Jeff_Berwick

What a few weeks it has been.

Numerous times, before the end of QE2 (on June 30), we were questioned at conferences or in interviews about what would happen after QE2 ends. Here is a direct quote from the May issue of TDV when speaking about what will happen when QE2 ends: