Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, August 03, 2011

Market Manipulation is Easy when Money is Free / Commodities / Market Manipulation

By: Dr_Jeff_Lewis

A concept investors had much time to ponder is the long run value of investment capital.  To calculate seemingly abstract concepts, investors have very simple answers.  The rule of 72 gives us a guideline for the doubling of money, and net present value calculators are now found on every computer with a spreadsheet program.

Calculating the rate at which money can earn a return is simple.   Finding ways to generate that return is anything but.  Further, in this period of record low interest rates, the methodology of money making has never been so twisted.

Wednesday, August 03, 2011

National Interest Rare Earth Element Projects Being Fast Tracked / Commodities / Metals & Mining

By: Critical_Metals_Repo

"What do you get when you put a professor, a fisherman and a creative Wall Street journalist together? Answer: science fiction, fishy stories and IPOs trying to sell the latest version of snake oil to unsuspecting investors."

Many years ago, farmers in Pennsylvania noticed a murky liquid seeping up through the soil. It didn't take long for entrepreneurs to find a use for this oily stuff. It was advertised as a cure for baldness, impotence and sundry medical conditions. Little did the super-salesman of that time realize that they had come across a vital component of the industrial revolution. They called it Snake Oil.

Wednesday, August 03, 2011

2011 Gold Season is Just Around the Corner / Commodities / Gold and Silver 2011

By: Frank_Holmes

The ongoing debate in Washington prompted increased Fear Trade activity in gold this week. The issue over raising the federal borrowing limit caused the yellow metal to remain around its all-time high of $1,600 per ounce this week.

Gold has now increased for 124 months straight, says Deutsche Bank. The rally is in its 11th year, lasting nearly three times as long as other historical rallies going back to 1971. If the metal rose to $2,100 an ounce, it would represent the most powerful percentage increase in history, according to Deutsche Bank.

Wednesday, August 03, 2011

Catalysts, Not Uranium Prices, Grow Stocks / Commodities / Metals & Mining

By: The_Energy_Report

Because of ongoing nuclear power development in China, Africa and the Middle East, uranium prices could bounce back to pre-Fukushima levels of $70/lb. in 2012, says Geordie Mark, a research analyst at Haywood Securities. Instead of waiting for prices to rebound, some mining companies are moving ahead with regulatory and construction projects to drive value. In this exclusive interview with The Energy Report, Mark points to the ones that could be poised to pay off for investors when the market turns.

Wednesday, August 03, 2011

Decline Ended in Crude Oil? / Commodities / Crude Oil

By: Mike_Paulenoff

Nearby NYMEX crude oil futures have the right look and the requisite underlying internals to suggest that yesterday's low at 93.42 and this morning's low at 93.81 ended the decline from the July 26 high at 100.62.

If that proves to be the case, then as long as 93.75/42 remains intact as key support, oil -- and the U.S. Oil Fund ETF (USO) --- likely is starting a recovery rally. That rally should revisit key resistance at 98.00-98.60 in oil futures, which, if hurdled, will trigger upside continuation to 100.00 for a test of the July highs.

Wednesday, August 03, 2011

Is This the World's First Silver Backed Bond? / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

First, let me start by saying that I am not affiliated with Royal Silver Company, nor do I endorse their products. However, the company has a rather unique opportunity that investors may want to research.

Royal Silver Company is a Panama corporation with a wholly-owned subsidiary in Bolivia. The company uses an advanced hydro-metallurgical method for producing silver from mined ores. Furthermore, the company uses zero emission technology in order to produce certified .99999 silver. The company currently employs about 75 people.

Wednesday, August 03, 2011

Is the Debt Ceiling Raise Bullish for Gold? / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

It was quite the day for markets as a debt ceiling deal played with emotions. The Dow (NYSE:DIA), which initially jumped over 100 points at the open, finished the day down 10 points. The U.S. Dollar (NYSE:UUP) received a boost as markets are somehow feeling reassured about the government’s ability to borrow more money. Gold (NYSE:GLD) and silver (NYSE:SLV) also closed the day lower.

Wednesday, August 03, 2011

Are Junior Resource Stocks Really Undervalued? / Commodities / Gold & Silver Stocks

By: Q1_Publishing

Are junior resource stocks undervalued?

A quick look at the chart below of the TSX Venture Index would indicate they are:

Tuesday, August 02, 2011

Gold New Record High on U.S. Debt Downgrade Risk / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S. DOLLAR prices to buy gold set a new intraday record Tuesday lunchtime in London, breaking through last Friday's previous high of $1632 per ounce – while stocks and commodities fell and US Treasury bonds rose after the US debt ceiling deal passed its first key vote last night.  

Over in Europe, meantime, borrowing costs soared for Italy and Spain as yields rose on each country's 10-Year government bonds.

Tuesday, August 02, 2011

Sharp Increase in Central Bank Gold Reserves, South Korea Up 17-Fold, Thailand 15.5% in 2 Months / Commodities / Gold and Silver 2011

By: GoldCore

Gold is higher in all currencies today except for the Swiss franc and is trading at USD 1,629.20 , EUR 1,147.30 , GBP 1,000.20 and CHF 1,270.10 per ounce. Gold’s London AM fix was USD 1624.00, EUR 1145.28, GBP 997.30 (10:41 GMT).

Gold reached new record nominal highs in euros and Canadian dollars yesterday at EUR 1,149.60/oz and CAD 1,566.48/oz yesterday and remains close to these record highs today, and close to record highs in most fiat currencies.

Tuesday, August 02, 2011

Gold and Silver are the Safe Plays / Commodities / Gold and Silver 2011

By: George_Maniere

Wow, it seems like yesterday QE 2 ended. It was actually a month ago.  Already there is talk in currency markets about another round or quantitative easing, QE3.

Tuesday, August 02, 2011

Gold $1,600 Gold Equals Big Money for Mid-Cap Stocks / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Brent Cook, editor of the Exploration Insights newsletter, likes to spend his days winnowing out junior companies on the verge of making discoveries. But when he noticed a disconnect between the skyrocketing gold price and the low valuations of some larger mining companies, he jumped on it. In this exclusive interview with The Gold Report, Cook details which types of miners will be the beneficiaries of this continuing trend.

Tuesday, August 02, 2011

Gold Going Over $1600, Top 20 Quotes / Commodities / Gold and Silver 2011

By: Michael_J_Kosares

The world's investment community, including besieged private investors, is reeling at the twin terrors of sovereign financial breakdowns on both sides of the Atlantic. Gold has responded by rising nearly $150 in less than a month under heavy global demand. No sooner does the dust settle in Europe than something is kicked up in the United States, or vice versa, complicating the decision-making process and narrowing the options. We thought it would be interesting to catalogue in one place the best quotes on gold going over $1600 -- the thought-provoking, the witty, the profound (not necessarily in order of preference).

Monday, August 01, 2011

The Gold and Silver Warrants Index (GSWI) in Review / Commodities / Options & Warrants

By: Lorimer_Wilson

Virtually nothing is being written these days on the few long-term warrants associated with gold and silver mining companies. I suppose that is to be expected given that there are only 22 such warrants and they are associated with only 19 companies in total. That is unfortunate because those who are in the know can take advantage of the significant leverage warrants generate in a bull market over investing in physical gold and silver, precious metals company stocks and mutual/exchange traded funds. What am I talking about - and which warrants am I referring to? Let me explain.

Monday, August 01, 2011

Gold Rallies After Washington Kicks Biggest Can Ever Down the Road / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S. DOLLAR gold bullion prices rallied to almost $1620 an ounce Monday morning London time – 0.7% off Friday's all time high – having dropped sharply as Asia opened, while stocks and commodities rose after US President Obama announced a last-minute debt ceiling agreement.

Silver bullion prices traded around $39.50 per ounce – around 1% down from Friday's close.

Monday, August 01, 2011

How a Debt-ceili​ng deal could spark a short-term drop in Gold prices / Commodities / Gold and Silver 2011

By: Money_Morning

Peter Krauth writes: I'm an avowed gold bull, and I truly believe that gold investors will end up benefiting from the biggest bull market of our time.

But we have to be honest: Investor psychology plays a crucial role in shorter-term investment results. And recent trading patterns clearly demonstrate that most of the recent increase in the price of gold is due to the debt-ceiling debate in Washington, as well as the European sovereign-debt crisis that continues to lurk in the background.

Monday, August 01, 2011

Steel’s Slow Rise / Commodities / Steel Sector

By: Anthony_David

The World Steel Association reported a global steel production increase of almost 8% in June, y-o-y. China reported a y-o-y production increase of 11.9% in June, and a m-o-m production increase of 1.7%. The nation’s slow economic period did not seem to affect its steel industry significantly. Analysts believe the government’s incentives to steel makers for increasing production have borne the right results. The US, Africa, India, Japan and the Middle East also reported production increases but both Australia and Europe reported sharp falls in their y-o-y production in June. However, in a complete reversal, the China Iron and Steel Association (CISA) reported a 3.1% m-o-m production fall in early July.

Monday, August 01, 2011

What’s Your Silver Investing Strategy? / Commodities / Gold and Silver 2011

By: Anthony_David

After four days of an upward climb in mid-July when silver prices reached $40.55 per ounce, spot silver prices fell by $1.022 to reach $39.53 per ounce on July 19. Analysts are of the opinion that silver prices are reflecting the reactions of investors who are concerned about the approaching August 2 deadline for the US debt ceiling, the Eurozone debt and the US Federal Reserve hinting at a third round of quantitative easing (QE3). They agree that while the fall may just be a result of precautionary selling or profit taking, the long-term prospects for precious metals such as silver are promising since structural issues with debt and loose monetary policies are here to stay. In 2010, the price of silver increased by almost 80%.

Monday, August 01, 2011

Three Great Ways to Play Silver Bull Market / Commodities / Gold & Silver Stocks

By: George_Maniere

           Well it looks like an agreement has been reached and all that is left is to cross the T’s and dot the I’s. For those of you that have been reading my writings, you know that I have written that once there was some sort of agreement on the debt ceiling we will get a short term relief bounce on the dollar and that's when you buy gold and silver as there is an inverse correlation to a strong dollar and the price of gold and silver.  Then the realization that nothing has changed for the better will become apparent and the markets will sell off with a vengeance.

Monday, August 01, 2011

Silver – An Historical Comparison / Commodities / Gold and Silver 2011

By: Willem_Weytjens

In this article, we will describe both a bullish and a bearish view on silver. Some say Gold and Silver are huge bubbles about to pop (they say that silver already popped when it dropped from nearly $50 to nearly $30 in may). Gold however, is trading near an all-time high, so definitely, the gold bubble hasn’t popped (yet).