Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, June 28, 2011
Gold Cash In, Not Out at $1,500 / Commodities / Gold and Silver 2011
By: The_Gold_Report
Some pundits are yelling for investors to take profits in junior resource stocks now. In this exclusive interview with The Gold Report, Richard (Rick) Mills, host of Ahead of the Herd online and editor of Ahead of the Herd newsletter, explains why $1,500 gold means investors should be cashing in, not cashing out.
The Gold Report: Last week, gold reached above $1,540/ounce (oz.) as fears escalated over Greece defaulting on its sovereign debt, most of which is owed to European banks. One telling figure is that the risk of default is so high that the interest rate on two-year Greek bonds is about 29%. Should we expect a continuing upward trend for gold throughout the rest of the year as Greece's debt story and the fears of contagion play out in Europe?
Monday, June 27, 2011
On Gold Bugs!, Fort Knox Gold Count?,Headlines – Internet as ‘Go To’ Media! / Commodities / Gold and Silver 2011
By: Ian_R_Campbell
An article yesterday titled 'Taking Issue with Some Gold Bugs' - reading time 4 minutes - is written by Jordan Roy-Byrne of The Daily Gold blog. In the article, Roy-Byrne, a self-confessed "gold bug both philosophically and in terms of investing" takes exception to a number of 'gold bug' headlines and talking points, being:
Monday, June 27, 2011
China Winning the Race for Central Asia's Energy Riches / Commodities / Energy Resources
By: OilPrice_Com
Many western analysts have described the post-Soviet tussle for Caspain and Central Asian energy reserves as the new "Great Game, except this time around, Russia is facing the U.s. rather than the British empire.To a dispassionate outside observer however, what is most striking about the prolonged wrangle between Moscow and Washington for hydrocarbons, military bases and influence is the emergence of an understated sly newcomer who has managed to bag many of the region's assets - China.
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Monday, June 27, 2011
How Does the Eurozone Crisis Boost Gold and Silver? / Commodities / Gold and Silver 2011
By: Julian_DW_Phillips
Over the last year, perhaps the greatest concern of the developed world markets has been the Eurozone debt crisis and its effect on the euro. It has brought into sharp focus the seriousness of a nation's debt situation. In the last decade, we have blithely accepted that a nation can issue debt and be safe from default. Over this last year, that perception has changed considerably, as nations have been seen to have excessive debt. Nations are not unlike individuals, in that if you have too much debt and not enough cash flow, you will go into liquidation. Likewise, a nation can go bust! Two years ago, the euro was seen as counter to the dollar.
Monday, June 27, 2011
Gold Mixed as Soros Warns "We are on the Verge of an Economic Collapse" / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at $1,502.40/oz, €1,055.87/oz and £939.18/oz.
Gold is mixed today after last week’s 2.4% fall. The short term trend remains negative but medium and long fundamentals remain supportive as do the very challenging and risky macro, sovereign debt and currency environment. Physical buying remains strong at the $1500 level with premiums for gold bullion bars higher in Singapore and Hong Kong.
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Monday, June 27, 2011
Gold Rebounds after Asia Selloff, Soros Warns "Economic Collapse Will Spread" / Commodities / Gold and Silver 2011
By: Ben_Traynor
A HEAVY selloff during Asian trading on Monday saw the gold price hit a five-week low of $1492 an ounce – before staging a rally after London opened – while stocks were flat and commodities fell further.The gold price at the London Fix on Monday morning was $1501 an ounce – a 0.9% drop from Friday afternoon.
Monday, June 27, 2011
Towards And End To Crude Oil Price Speculation ? / Commodities / Crude Oil
By: Andrew_McKillop
As of the present we have a menacing but periodic slump in the upsurge of commodity prices, signalled by a slump in oil prices. This of course leads the bigger hedge fund strategists to predict a "V", betting on previous performance and drawing on the now conventional wisdom that oil is a scarce resource.
Monday, June 27, 2011
How Shale Gas Might Transform the Energy Markets / Commodities / Natural Gas
By: Marin_Katusa
Marin Katusa, Casey Energy Report writes: In the midst of roller-coaster oil prices and a global reassessment of nuclear power, in early April a key development in the natural gas arena slipped by mostly unnoticed: a report from the U.S. Energy Information Administration (EIA) about global shale gas potential.
Monday, June 27, 2011
Debunking Some Gold Bug Forecasts / Commodities / Gold and Silver 2011
By: Jordan_Roy_Byrne
I must confess I am a gold bug both philosophically and in terms of investing. We are entering a golden age for Gold as the bull market is destined to reach amazing heights and real and honest money reemerges as legal tender against fiat currencies that will soon be at the mercy of a sovereign debt crisis. All this being said, I take issue with some headlines listed here in friend Gary’s blog and some gold bug talking points. I’m listing some of these headlines and talking points and then my response.Read full article... Read full article...
Monday, June 27, 2011
Poorly-Timed SPR Oil Release Could Cost U.S. Taxpayers $1.5 Billion / Commodities / Gold and Silver 2011
By: EconMatters
World crude oil market has been rocked by the surprise announcement of the International Energy Agency (IEA) to release 60 million barrels of oil from member countries’ strategic petroleum reserves (SPR). The US led the effort by chipping in 50% of the planned release, while Japan, Germany, France, Spain and Italy are providing most of the rest.
Sunday, June 26, 2011
Gold Damaged by Heavy Volume Selling / Commodities / Gold and Silver 2011
By: Merv_Burak
The week started encouragingly but along came Thursday and Friday and that was it. The two day decline was with increasing volume action, which is significant. Expect a recovery soon but not a full recovery. Too much damage done by the past couple of days.
Sunday, June 26, 2011
Silver Looks Like Dipping Below $30 / Commodities / Gold and Silver 2011
By: Clive_Maund
As Stockcharts no longer see fit to run usable charts for silver and various other commodities - line charts are only suitable for schoolkids or journalists doing projects on the markets, not for serious analysis - we are going to use the chart for iShares Silver Trust (SLV) as a stand in for silver. It is a very accurate proxy, and should continue to be, unless of course, the markets were suddenly to discover that they don't have the silver in their vaults that they say they have.
Sunday, June 26, 2011
Collapse Of The Nuclear Empire, Double Or Quits For Nuclear Business / Commodities / Nuclear Power
By: Andrew_McKillop
LEAD IN ITS WINGS
Unlike the Chernobyl catastrophe of 1986 which was easy to shrug off as a faraway Soviet disaster with only "minor fallout impacts", by political deciders and government-friendly media in the most extremely nuclear-committed Western democracies, especially France, the March 2011 Fukushima disaster is a paradigm changer. Germany and Switzerland now have official plans to exit and abandon nuclear power within 10 years; Italy voted 95 percent against a restart of its nuclear programme, already abandoned by a previous national referendum in 1987. Japanese opinion polls presently show that as many as 75 percent of Japanese want to exit nuclear power.
Saturday, June 25, 2011
Playing Cat and Mouse with Global Oil / Commodities / Crude Oil
By: Frank_Holmes
Oil markets took another dose of global geopolitics this week when the International Energy Agency (IEA) unexpectedly announced that it would be releasing 60 million barrels of oil from strategic petroleum reserves (SPR) around the globe. Thursday’s surprise announcement gave oil prices a 4.5 percent hair cut and oil prices closed Friday at $91.25, down 20 percent from their April 29 peak.
Saturday, June 25, 2011
Pick Gold and Silver Junior Mining Stocks with Proven Management / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Jeff Mosseri and Doug Loud, at Greystone Asset Management, LLC, are New York-based money managers with a nose for potential winners in the highly competitive junior resource business. In today's turbulent market, they are being more selective in their investment choices. In this exclusive interview with The Gold Report, they bring us up to date on their current picks for gold and silver plays they think have what it takes to produce some major gains.
Saturday, June 25, 2011
Gold headed to $5000? / Commodities / Gold and Silver 2011
By: Willem_Weytjens
After writing an article about the Platinum-to-Gold ratio, I decided to do more with the excel sheet, like calculating correlations and plotting the price charts for example.
In this article, I will just focus on the Gold price.
Saturday, June 25, 2011
Gold and Silver Fibonacci and Delta Time Charts Analysis / Commodities / Gold and Silver 2011
By: Alistair_Gilbert
Earlier this year there was much fanfare that Gold had closed out 2010 had higher levels than the previous year for 10 consecutive years and that this was the first time in history that any commodity had done this.
Without a doubt, it has been an exceptional performance, and whilst there have been plenty of reasons for its sustained performance to date, I believe that both the fundamentals and the chart are telling us that it is all about to change. On the fundamentals, interest rates have been on 100 year lows in order to prop up the failing banks from the 2008 crash.
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Friday, June 24, 2011
The Indian Gold Market / Commodities / Gold and Silver 2011
By: Julian_DW_Phillips
The Indian Gold market has reaffirmed its dominance in 2010 and will continue in 2011. Expect China to overtake the sub-continent in demand for gold. The love of gold in India goes far beyond a simple source of future profits. It is an expression of wealth, financial security and family stability. It also carries religious overtones.
Friday, June 24, 2011
Strategic Petroleum Reserves the New Global QE? / Commodities / Crude Oil
By: Ashraf_Laidi
In order to understand the SPR release of 60 million barrels, we must go back to the November G20 meeting when Asia/Latam Emerging Markets protested against the Fed's November launch of QE2, dubbing it as beggar-they-neighbour USD depreciation.
It was no surprise that Bernanke did not dare utter the words QE3 on Wednesday's press conference. Yet, there was no need to refer to further easing when the FOMC already downgraded its growth outlook for the 3rd successive meeting.
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Friday, June 24, 2011
Chinese Gold Sales to Surge Two Fold and Gold May ‘Rocket’ if Debt Crisis Spreads / Commodities / Gold and Silver 2011
By: GoldCore
Gold is lower again today after yesterday’s 2% fall in U.S. dollar terms. Gold’s fall in euros yesterday was mild due to euro weakness. Gold is marginally higher in euros today as the euro remains weak on continuing concerns about the Greek and Eurozone debt crisis.