Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.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...
Tuesday, May 10, 2011
COMEX Drops Nepalm Bomb on Silver, What Next for Precious Metals? / Commodities / Gold and Silver 2011
What was I thinking trying to forecast a normal "wave 4" correction in Silver without the required insider information that the COMEX was going to raise margin/equity requirements four times in a week? My pullback silver low target of $40.10 was obliterated after two consecutive days of equity requirement increases early last week, knocking silver into the low 33's before it got off the mat and staggered around a bit. Gold followed right behind as margin calls and stop losses required over- zealous traders on the long end to liquidate everything they could find to avoid complete meltdown of their trading accounts.
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Tuesday, May 10, 2011
Investors Don’t Turn Out the Lights on Commodities Just Yet / Commodities / Commodities Trading
The prices for many commodities suffered the worst week in recent memory last week. Oil prices dipped below $100 per barrel, gold fell below $1,500 an ounce and silver gave back much of the past month’s gains by falling to the $35 an ounce level. The prices for other commodities such as sugar, tin, nickel, aluminum, lead and copper also pulled back.
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Tuesday, May 10, 2011
Bearish on Gold Price, but Bullish on Select Junior Gold Stocks / Commodities / Gold and Silver 2011
Get in cheap while companies are relatively unknown and then pick up doubles, triples, or better when they hit the big time—that is AlphaNorth Asset Management Founder Steve Palmer's investment strategy. In this exclusive interview with The Gold Report, Steve shares some ideas for spotting big growth potential.
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Tuesday, May 10, 2011
A Policy Driven Silver Price Crash / Commodities / Gold and Silver 2011
Silver has once again stolen the investment market spotlight. Margin requirements for silver trading rose 84 percent last week, which prompted a major sell-off. Silver posted its worst four-day drop since 1980 and was down more than 25% after the CME Group raised the costs for investors to trade the metal four consecutive times within a week.
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Tuesday, May 10, 2011
Gold Pullback Temporary / Commodities / Gold and Silver 2011
John Burbank of Passport Capital spoke exclusively with Bloomberg Television's Margaret Brennan this morning. He said that he's betting on declines in all commodities because of the end of QE2 and that gold may drop until August.
Burbank also said that unless governments inject liquidity into the market, commodities will “trend” back toward price levels seen at the start of QE2.
Monday, May 09, 2011
Commodities After The Crash, No Way But Up / Commodities / Commodities Trading
After a suspiciously short and likely programmed commodities crash we can only have the right hand leg of a "V" profile for commodity prices - until and unless big things happen with the major currencies and national debt crises of most OECD countries, or we have a global economic crash. To be sure, this is the context for highly classic speculative frenzies, where fundamentals are put on the back burner, and the front burners are turned to full on.
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Monday, May 09, 2011
Impact on Gold Market If China Economy Overtakes U.S. / Commodities / Gold and Silver 2011
We heard that China's economy was going to be the same size as the U.S. economy by 2016. This is considerably faster than U.S. economists thought would be the case just two years ago. At the speed China is growing it will dwarf the U.S. by 2020. The encouragement the Chinese government has given to the development of the gold market in China and the direct incitement from them to buy gold tells us that this is a long-term policy. It also tells us that they would not favor a significant rise in the exchange rate of the Yuan, particularly against the dollar, because this would lower the gold price in the Yuan. So what will the Chinese gold market look like in 2020?
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Monday, May 09, 2011
Gold and Silver Trends Depend on US Policy / Commodities / Gold and Silver 2011
THE PRICE OF GOLD reversed half of a 1% rally to $1510 per ounce in London on Monday, easing back as the US Dollar rose on the forex market and European stock markets fell hard.
US crude oil contracts stalled after a 2.7% rally took them back to $100 per barrel.