Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, June 17, 2011
Gold and Silver Stocks Bottom Imminent / Commodities / Gold and Silver 2011
Gold and Silver equities have led the markets lower and have underperformed the metals significantly this year. For the past month or so Gold has firmed and Bonds have moved higher as most asset classes have declined. Unfortunately mining equities have been among the worst performers. However, our work leads us to believe that an important bottom should be in place very soon.
Read full article... Read full article...
Friday, June 17, 2011
Cocoa Drop Pauses at Multiple Support Area / Commodities / Commodities Trading
The fall back in Cocoa prices from a multi-year peak in early March recently found interesting Fibo support which the market seems reluctant to break through – is a temporary recovery just round the corner?
Read full article... Read full article...
Friday, June 17, 2011
Silver Correction Appears to be Over / Commodities / Gold and Silver 2011
There are a number of mixed opinions out there at the moment which in our opinion represents a healthy state of affairs. When we are all ‘over the top bullish’ it gives us the jitters, same goes for when the situation becomes overly bearish. Right now the bears are flexing their muscles following a correction in silver prices and the predictions for much lower silver prices sally forth.
Read full article... Read full article...
Friday, June 17, 2011
Rare Earths Metals Group Mine to Magnet / Commodities / Metals & Mining
The rare earths are a group of 17 elements comprising Scandium, Yttrium, and the Lanthanides. The Lanthanides are a group of 15 (Cerium, Dysprosium, Erbium, Europium, Gadolinium, Holmium, Lanthanum, Lutetium, Neodymium, Praseodymium, Samarium, Terbium, Thorium, Thulium, Ytterbium) chemically similar elements with atomic numbers 57 through 71, inclusive.Yttrium, atomic number 39, isn’t a lanthanide but is included in the rare earths because it often occurs with them in nature - it has similar chemical properties. Scandium, atomic number 21 is also included in the group although it usually occurs only in minor amounts.
Read full article... Read full article...
Thursday, June 16, 2011
How Silver is Like Oil: An Upcoming Explosion / Commodities / Gold and Silver 2011
As prices at the pump move toward $4 and even $5 per gallon, there is no shortage of people calling for new regulations in finance. Frequently blamed on “speculators,” high prices at the pump are, as some politicians say, the result of lax laws.
Read full article... Read full article...
Thursday, June 16, 2011
Is the World Running Out of Silver? / Commodities / Gold and Silver 2011
(Excerpt from the Casey Research 2011 Silver Investing Guide)
Silver has been on fire over the last three years -- substantially outperforming its spotlight-grabbing cousin, gold.
Read full article... Read full article...
Thursday, June 16, 2011
Nuclear Twilight in Europe / Commodities / Nuclear Power
It is becoming evident to many that the March nuclear catastrophe at Japan's six reactor Daichi Fukushima complex has dealt a huge, possibly fatal, blow to the nuclear industry's hopes of a revival.
A year ago even global warming enthusiasts reluctantly embraced nuclear power as a carbon-free energy generating system, and the industry was ramping up for glory days as a result.
Read full article... Read full article...
Thursday, June 16, 2011
Comex Silver Continues to Fall to Historic Lows / Commodities / Gold and Silver 2011
There were more large silver withdrawals from the Comex Deliverable Inventory with 773,018 ounces taken out of the Brinks depository. Additionally, there were withdrawals of 1,418,178 ounces of silver from the eligible (customer) inventory.
Comex will have to add to their deliverable inventory from some other sources in a tight market. Typically that implies higher prices.
Read full article... Read full article...
Thursday, June 16, 2011
Gold Falls vs Dollar, Flirts with New Euro High on Greek Debt Crisis / Commodities / Gold and Silver 2011
THE PRICE OF gold eased back once again vs. the rising US Dollar on Thurday morning, but the price to buy gold for both Euro and UK investors flirted with new all-time highs as Europe's debt crisis worsened.
Silver prices were little moved as broader commodity markets fell hard.
Thursday, June 16, 2011
Eurozone Central Banks Net Buyers of Gold for First Time Since Inception of Euro / Commodities / Gold and Silver 2011
Gold is trading at $1,530.10/oz, €1,085.49/oz and £950.31/oz.
Gold is higher in Euros but mixed in other currencies this morning as the euro continues to weaken on sovereign debt and contagion risk.
Read full article... Read full article...
Thursday, June 16, 2011
Gold Correction to Bring Pawnbroker Paradise / Commodities / Gold and Silver 2011
Dreams of success seldom come true in the risky junior exploration sector but, assuming great success, investors have driven gold stock prices up into multiples of their true value. Judging from what they tell The Gold Report in this exclusive interview, that's how Global Resource Investors Founder Rick Rule and Exploration Insights Author Brent Cook see it. With so many stocks overvalued, they foresee a waterfall-style correction that will create what Rick might call a pawnbroker's paradise—a perfect scenario for investors who know when to take profits and when to buy back in.
Read full article... Read full article...
Thursday, June 16, 2011
Germany to Scrap Nuclear Power, The Future of Atomkraft / Commodities / Nuclear Power
Marin Katusa, Casey Energy Opportunities writes: In a dramatic about-face, Chancellor Angela Merkel announced last Monday that Germany will phase out nuclear power completely by 2022, shutting down its nine operational reactors and never restarting the seven reactors that were suspended in the wake of the nuclear disaster at Japan’s Fukushima Daiichi plant.
Read full article... Read full article...
Thursday, June 16, 2011
New Rhodium ETC / Commodities / Rhodium
RHODIUM TRADING THOUGHTS is about timely and profitable trading of precious metals. We do not believe every turn in the market can be called. Our goal is that our recommendations should be profitable. Profits are the goals, not trades. Do not expect all recommendations to be profitable. No system can achieve that lofty goal. Our goal is simply to state whether conditions for a metal are favorable or not. Buy signals are issued when appropriate. These signals are generally speaking for day they are issued. If price remains below signal price, buying can be done. Do Not Buy signals are given when market is over bought, and buying is unwise. Blue triangles indicate an over bought condition. These would not be good times to buy, so they are labeled Do Not Buy. Software is not showing complete legend, for some reason.
Read full article... Read full article...
Wednesday, June 15, 2011
Investing in Gold and Silver During Inflation, Stagflation and Deflation? / Commodities / Gold and Silver 2011
In this piece we are looking at some critical fundamental features of precious metals that are rarely considered or accepted in the developed world markets. Expert investors like Warren Buffet look at inactive, buried gold with amazement, because he is focused on companies that produce things and earn money. And most of us wish we had his skill and money behind us.
Read full article... Read full article...
Wednesday, June 15, 2011
Crude Oil Futures Remain Under Pressure / Commodities / Crude Oil
Crude oil futures remained under pressure on Monday and declined 2 percent as investors were uncertain about the upcoming US economic indicators. Crude oil futures contract for July delivery slipped 2 percent or $1.99 to $97.30 per barrel on New York Mercantile Exchange.Read full article... Read full article...
Wednesday, June 15, 2011
Peak Oil – The Long & The Short / Commodities / Crude Oil
Does it seem like we’ve been here before?
A barrel of Brent Crude (the truest indicator of worldwide oil scarcity) sits at $118, up from $75 per barrel in July 2010 – a 57% increase in eleven months. In the U.S., the average price of gasoline is $3.69 per gallon this week, up 37% in the last year and up 100% in the last 30 months.
Read full article... Read full article...
Wednesday, June 15, 2011
Gold Bear Raid? / Commodities / Gold and Silver 2011
I am not pessimistic on gold. I am a long term bull. But the charts are signalling that the gold price is facing risks.
It needs to bounce up from here in order to remain above its 50 day MA
Read full article... Read full article...
Wednesday, June 15, 2011
Gold Falls Against Rising U.S. Dollar on Euro-Zone Debt Deadlock / Commodities / Gold and Silver 2011
THE U.S. DOLLAR gold price dropped to a low of $1517 per ounce Wednesday morning London time – a 3.8% fall from last month's all-time high – while stock and commodity markets fell and US Treasuries gained after Eurozone finance ministers failed to break the deadlock over Greek debt.
Euro gold prices, in contrast, rose throughout the morning, climbing to a high of €34,185 per kilogram (€1063 per ounce) – some 2.3% below May's record top.
Read full article... Read full article...
Wednesday, June 15, 2011
What You Need to Know Before Buying Gold Coins / Commodities / Gold and Silver 2011
Larry D. Spears writes: If you believe those late-night infomercials, radio-talk-show hosts or even those stunning sales figures for Gold Eagles, buying gold coins is a slam-dunk strategy for lasting wealth.
Just last month, for instance, U.S. Mint buyers ordered 107,000 ounces of bullion Gold Eagles - the third-best May in the series' 25-year history.
Read full article... Read full article...
Wednesday, June 15, 2011
The Marginal Utility of Silver / Commodities / Gold and Silver 2011
I welcome the Internet debate on the question whether the Mint should be opened to gold and silver. The latest contribution by Hugo Salinas Price, entitled Free Coinage of Gold and Silver - Then and Now (www.gold-eagle.com, 9 June 2011), expresses doubts that such a measure, at least insofar as silver is concerned, would work today. One of the arguments he offers is that silver, like all non-monetary metals (but unlike the monetary metal par excellence, gold) has a declining marginal utility. This, he suggests, is an historical change as prior to the 1870's the marginal utility of silver, like that of gold, was constant (or nearly so). In this brief rejoinder I cannot go through all the arguments of his long article, but would like to add my penny of wisdom, such as it is and for whatever it may be worth.
Read full article... Read full article...