Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, May 13, 2011
Crude Oil Slip Finds Temporary Support / Commodities / Crude Oil
In recent issues of the Commodity Specialist Guide we had been noting possible bull fatigue in Brent Crude Oil. A sharp sell-off found temporary support from a 38.2% pullback level, but failure here would herald a more prolonged correction phase.
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Friday, May 13, 2011
Silver Action a Reminder of the Risks of the Paper Market / Commodities / Gold and Silver 2011
Gold and silver are strange things. They have been used for centuries as money and only in the last 40 years have they been shoved aside by the financial communists - yet they still exist as a free market monetary asset despite the force of all the government's guns.Read full article... Read full article...
Friday, May 13, 2011
Silver, Time to Buy / Commodities / Gold and Silver 2011
Only two weeks ago, the price of silver was rapidly appreciating in a parabolic advance. Back then, sentiment towards the white metal was extremely bullish and its price was approximately 78% above its 200-day moving average. Furthermore, on the 25th of April, silver registered a key reversal whereby its price tested the all-time high recorded in 1980 but failed to hold on to its intra-day gains.
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Friday, May 13, 2011
Alternative Energy Fuels a Mining Bloom / Commodities / Metals & Mining
Advances in energy and agriculture are creating demand for previously ignored metals such as scandium, tellurium and indium. In this exclusive interview with The Energy Report, Mining Analyst John Kaiser, editor of Kaiser Research Online, explains the science that could exponentially increase the value of overlooked stocks.
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Thursday, May 12, 2011
The Best Time to Buy Gold Stocks in Years / Commodities / Gold & Silver Stocks
The precious metals correction is here. Gold and silver are down 4% and 30% respectively. Gold and silver stocks, as should be expected, are down even more.But here’s the thing, precious metals stocks have been hit much harder than they should have been.
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Thursday, May 12, 2011
Central Bank Demand to Constrain Supplies of Gold / Commodities / Gold and Silver 2011
The Chinese mining sector is currently producing 340 tonnes a year and rising. No doubt there is every encouragement from the State for this figure to rise. We believe that no matter how high it rises, little if any of that supply will reach the world's 'open' market in London. Even global gold production is not likely to rise significantly from the current level of around 2,500 tonnes. Therein lies a development that, in itself, will change global gold market dynamics.
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Thursday, May 12, 2011
Gold Selling Not Outpacing Buying as Commodities Slide / Commodities / Gold and Silver 2011
THE WHOLESALE-MARKET gold price continued to fall on Thursday morning in London – hitting a 1-week low of $1480 per ounce – as world stock and commodity markets took another tumble.
Silver fell to $32.50 per ounce at the London Fix, nearly $7 down from Wednesday and 33% below the 31-year high of $48.70 set on April 28.
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Thursday, May 12, 2011
Gold a Bubble? Forbes Predicts New Gold Standard Within 5 Years / Commodities / Gold and Silver 2011
Gold and silver's recovery in recent days proved to be temporary and further falls were seen yesterday (sharply in silver) prior to a tentative recovery overnight and then more falls again this morning. The euro has stabilised after recent sharp falls and euro gold at €1,050/oz remains comfortably above €1,000/oz after a period of correction and consolidation. Euro gold looks like it is set to break above record highs of €1,072/oz (12/28/10) and target €1,100/oz as the European debt crisis deepens.
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Thursday, May 12, 2011
Gold Price Volatility Opens Up Investor Opportunities / Commodities / Gold and Silver 2011
Why has the price of gold punched through every barrier to a record high of $1,500/oz.? The market's rigged, according to Peter Grandich, editor of The Grandich Letter. In this exclusive interview with The Gold Report, Grandich explores if it's time to unload silver and transition out of gold and why it could be the perfect time to look more closely at junior explorers.
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Thursday, May 12, 2011
Gold Stocks Stuck in Consolidation / Commodities / Gold & Silver Stocks
Though Gold and Silver were able to make new highs in recent months, the gold stocks (as evidenced by GDX (large caps) and GDXJ (larger juniors) never did. We wrote of their relative weakness and how it was a warning sign for the sector. The shares failed to breakout and have fallen back into their consolidations at a time when the sector tends to consolidate and correct.
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Wednesday, May 11, 2011
Fresh Water Ecological Overshoot / Commodities / Water Sector
For most of human history we've been consuming resources at a rate lower than what the planet was able to regenerate.
Unfortunately we have crossed a critical threshold. The demand we are now placing on our planets resources appears to have begun to outpace the rate at which nature can replenish them.
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Wednesday, May 11, 2011
Agricultural Commodities Markets Are Fertile Ground for Investor Profits / Commodities / Agricultural Commodities
Larry D. Spears writes: Commodities have received an unprecedented amount of attention over the past year, largely because of the rising price of gasoline and dramatic moves by the precious metals.
However, gold, silver and oil haven't been the only high-flyers. Although they haven't generated nearly as many headlines, agricultural commodities markets also have seen substantial price gains over the past year.
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Wednesday, May 11, 2011
Asians Buying Gold and Silver on the Dip / Commodities / Gold and Silver 2011
Gold and silver have extended their recovery and may be headed for the fourth day of gains due to the continuing European sovereign debt crisis, Chinese inflation (+5.3%) and the real risk that rising oil and commodity prices are leading to an international inflation spiral and stagflation.
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Wednesday, May 11, 2011
Euro Breakdown Bodes Well for Commodities / Commodities / Commodities Trading
The world is entering another financial crisis spurred first by debt and secondly by weak currencies. Recently, Greece has reached tipping point in its austerity measures, hoping that the European Union led by German policy makers will send bail out dollars their way.
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Wednesday, May 11, 2011
Small Oil Companies Poised for Big Growth / Commodities / Oil Companies
Hedge fund Founder Steve Palmer invests in micro- and small-cap companies that might grow explosively through successful exploration or development of novel technologies. By maintaining his focus on ground-breaking companies rather than commodities, Steve's AlphaNorth Partners Fund has achieved an extraordinary annualized return of 57.3% for the three year period ending April 30, 2011. In this exclusive interview with The Energy Report, he shares his secrets for targeting growth companies.
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Tuesday, May 10, 2011
What is Someone Holding Silver to do? / Commodities / Gold and Silver 2011
The clay tablets now seem incomplete. Some additional comments, or rules, should have been included One that comes to mind is that all of the above apply to politicians. That Keynesian economists are not excluded from the one about stealing would have been nice. For what else is Keynesian ideology other than a rationale for stealing the wealth and income of working citizens? Also, a tablet suggesting firm rules for certifying bear markets would have been helpful
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Tuesday, May 10, 2011
Commodity Market Corrections / Commodities / Commodities Trading
David Galland, Managing Director, Casey Research writes: Today I’d like to share a couple of thoughts on the matter of the correction in commodities about which we have been so vocally warning, and which has now occurred.
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Tuesday, May 10, 2011
Gold Close to New Euro High as S&P Cuts Greece Credit Rating Again / Commodities / Gold and Silver 2011
THE PRICE OF GOLD rose for the second day in succession in London on Tuesday, recovering half of last week's 7% plunge from new all-time Dollar highs, as world stock markets also rallied again with commodities.
The Euro spot gold price rose above its peak of last week, trading at €34,028 per kilo after the Standard & Poor's agency downgraded Greek sovereign debt to the same credit rating as Belarus, Europe's lowest-ranked state.
Tuesday, May 10, 2011
Euro Gold Targets Record EUR 1,072/oz on Risk of Forced Greek Default and Euro Zone Debt Contagion / Commodities / Gold and Silver 2011
Gold and silver continue to rebound from their sell offs as euro zone periphery worries intensify with real risks of defaults and possible contagion. Gold has risen from €1,010/oz to over €1,057/oz since Friday. The long period of correction and consolidation may soon see a break out above resistance at record nominal highs of €1,072/oz - less than 1.5% below the current price.
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Tuesday, May 10, 2011
The Gold Universe / Commodities / Gold and Silver 2011
In summary, I don't get a feeling of comfort from the charts in the gold universe. There are subtleties which fly in the face of conventional wisdom.Read full article... Read full article...