Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, May 18, 2011
The Real Reason For Rising Margin Requirements for Silver Commodity Futures / Commodities / Gold and Silver 2011
Jon D. Markman writes: CME Group Inc. (Nasdaq: CME), which provides an electronic exchange for commodity futures, raised margin requirements for trading silver futures contracts on May 4 - resulting in a steep drop in silver prices.
A similar thing happened last week in the oil futures market when the CME Group last Monday raised margin requirements on oil contracts by 25%.
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Wednesday, May 18, 2011
Is the Glencore IPO Signaling a Crash in Commodity Prices? / Commodities / Commodities Trading
Shah Gilani writes: Super-secretive Swiss-based commodities trading giant Glencore International AG is going public. The Glencore IPO shares will be priced today (Wednesday) and could begin "conditional trading" in London tomorrow (Thursday).
As currently planned, unconditional trading will begin in London on May 24 and in Hong Kong on May 25.
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Wednesday, May 18, 2011
Gold Universe Increasingly Worrisome / Commodities / Gold and Silver 2011
A couple of weeks ago this analyst published an article which concluded as follows:
“It follows, therefore, that if the world economy is to survive intact, the US dollar cannot be allowed to collapse. "Something" (not currently visible) will have to emerge to head this possibility off at the pass”
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Wednesday, May 18, 2011
The Joy of Natural Gas, It's Here Aplenty / Commodities / Natural Gas
Tired of high gasoline pump prices? Wondering why, with our fearsome energy hunger, all the energy seems to be in the Middle East?That was yesterday's story.
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Wednesday, May 18, 2011
Market Vectors Junior Gold Miners GDXJ ETF: How Junior? / Commodities / Gold and Silver 2011
A number of our readers are fans of the junior section of the precious metals mining sector with the Market Vectors Junior Gold Miners ETF (GDXJ) forming part of their investment strategy. The mantra of juniors, juniors, is also alive and well in cyberspace, so we thought that it might be prudent to touch base with this ETF.
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Wednesday, May 18, 2011
Silver Price is the Least You Should Worry About / Commodities / Gold and Silver 2011
Jeff Clark, BIG GOLD writes: I heard some disturbing reports about silver supply last month that I felt every investor should know. And while precious metals are currently in correction mode, the long-term concerns with supply won't disappear anytime soon. In attempt to get a handle on the bullion market, I spoke to Andy Schectman of Miles Franklin, who has contacts that run deep in the industry. What he sees everyday might just compel you to count how many ounces you own...
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Wednesday, May 18, 2011
Gold Outperformance, Affluence is Our Down Fall / Commodities / Gold and Silver 2011
Many moons ago during our back packing phase, we were snorkeling off a lovely beach in Bali, Indonesia, when we turned a corner to find ourselves opposite a private beach belonging to a rather posh hotel. The high paying guests were somewhat surprised to see us bobbing around in the surf. There was one particular gent who was all the way up to his ankles in sea water, holding a cigar in one hand and large glass of what looked like whiskey in the other hand.
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Wednesday, May 18, 2011
Don't Give Up On The Rare Earth Mining Sector Yet / Commodities / Metals & Mining
The prices of rare earth oxides are blasting through the stratosphere. Manufacturers are driving prices in their haste to involve them in production of hybrid vehicles, wind turbines and the most high tech applications of which many sophisticated investors are unaware. These producers need the rare earth ore and are willing to pay for them on the world markets.
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Tuesday, May 17, 2011
Global Population Growth Means Commodities Are Going Much Higher / Commodities / Commodities Trading
Martin Hutchinson writes: If you read the newly released United Nations report on global population trends, you can reach only one conclusion about the long-term outlook for global commodity prices.
They're going higher.
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Tuesday, May 17, 2011
Gold Still Poised for New Highs as UK Inflation Jumps / Commodities / Gold and Silver 2011
THE PRICE OF WHOLESALE gold bullion was little changed below $1500 per ounce on Tuesday morning, but fell for non-US investors as the Dollar eased back on the currency market and European equity markets cut their earlier losses.
Asian stock markets ended the day lower for the fourth session running, and major-economy government bonds also slipped, as did crude oil.
Tuesday, May 17, 2011
Three Reasons to Believe in Crude Oil $100 / Commodities / Crude Oil
After selling off nearly 14 percent the previous week, oil prices finished last week slightly higher at $99.65 per barrel. While the end result was a net positive, the volatility continued. Oil prices per barrel reached $104, then fell to around $96, before nesting just below $100.
As an investor, this volatility can be difficult to handle. Throw in the uncertainty of today’s geopolitical environment, and investors feel the need to downsize their positions in commodity investments, such as oil.
Tuesday, May 17, 2011
Predicting the Future Gold Price Misses the Point / Commodities / Gold and Silver 2011
“Gold bugs” routinely solicit my prediction regarding the future gold price, assuming I must be an “educated” gold bug since my hedge fund happens to maintain large gold exposure.
I loathe the question, because a typical gold bug will not “hear” my response, instead waiting for me to validate their speculative fantasies with the prospect of dollar signs and five-figure gold. Will gold rise to $2000/oz? $10,000/oz?Read full article... Read full article...
Tuesday, May 17, 2011
Gold Stocks Downside Targets / Commodities / Gold & Silver Stocks
The gold stocks are in a correction which could turn out to be the largest and deepest since the crash of 2008. Now is not the time to panic but to evaluate where the gold stocks may go and where buying will come in to support the market. We utilize moving averages, Fibonacci retirements, Bollinger bands and price action to get a good idea of where the market may bottom. Additionally, we always consult sentiment polls, fund flows and options activity.
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Monday, May 16, 2011
Rhodium and the Silver Crash of 2011 Contagion / Commodities / Commodities Trading
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.
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Monday, May 16, 2011
Gold Steady as Silver Loses Another 4% / Commodities / Gold and Silver 2011
U.S. DOLLAR investors saw gold prices continue to hold just shy of $1500 per ounce on Monday morning in London, while global stock markets fell further along with major industrial commodities led by oil and copper.
Major government bonds ticked lower, nudging interest rates higher.
Monday, May 16, 2011
Gold and Silver Lower Again as U.S. $14.3 Trillion U.S. Debt Ceiling Threatened / Commodities / Gold and Silver 2011
Gold and silver are lower this morning as the recent bout of weakness continues. Equities in Asia were lower on economic growth and inflation concerns and European indices are also lower as Greek debt talks are in disarray after the weekend arrest IMF’s Dominique Strauss-Kahn.
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Monday, May 16, 2011
Gold, Hard Assets Conference NY Recap / Commodities / Gold and Silver 2011
The finale of the New York Hard Assets conference last week put on display the opinions of 5 experts in an attempt to find contrarian views regarding the present, past and future market conditions. The resulting consensus as opposed to the intended debate gave investors a long term picture that finds difficulty only in searching for a contrasting opinion.
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Sunday, May 15, 2011
Silver Crash 2011 Probably Not Over / Commodities / Gold and Silver 2011
It looks like most silver bugs got swept away by the bullish hysteria that is associated with parabolic moves, with outlandish forecasts emerging just as silver was peaking at $49, forget $75, $100 was just a matter of weeks away when the resulting reality was that of a 33% price crash to below $34.
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Sunday, May 15, 2011
Gold, Silver, and Dollar Long Term Trends with Fibonacci Retracements / Commodities / Gold and Silver 2011
Here is some general knowledge on Fibonacci Retracements
The placement of the pattern on the chart is given to some subjectivity. I prefer to do it according to the patterns I am attempting to analyze. Obvoiusly there are other ways of doing it.
Sunday, May 15, 2011
Silver Wanted At $50, But Not At $35 / Commodities / Gold and Silver 2011
Aren't silver investors funny?? - they were raving bullish when the price was close to $50, now that it's down about $15 and near to $35 they are despondent. In the words of that famed alien with pointed ears, this is "highly illogical". Here on earthbound www.clivemaund.com we have a simpler term for it: "plain nuts". While picking an exact top or bottom is never easy, you can always rely on the collective behaviour of idiots as a guide. So the fact that they are now wary is good news for silver.
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