Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, April 27, 2011
Oil Field Services and Equipment Sector Investing / Commodities / Oil Companies
Large oil-drilling projects in the U.S. and abroad, the price of oil and new drilling technologies have brought growth and stability to oil field services and equipment companies. Read why investors are looking at this sector in The Energy Report's exclusive interview with Brian Uhlmer, managing director and senior analyst of Global Hunter Securities' Energy Group.
The Energy Report: How long has Global Hunter Securities been covering the oil field services and equipment sector? Read full article... Read full article...
Tuesday, April 26, 2011
Gold and Silver Correction Possible but Store of Value Demand Remains / Commodities / Gold and Silver 2011
Silver and gold are lower today after the record nominal highs seen yesterday (gold marginally and silver significantly). Gold reached $1,518.30 per troy ounce, a nominal record, while silver climbed to $49.79 per ounce, its highest nominal level since the short term parabolic spike in 1980.
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Tuesday, April 26, 2011
Gold Back Above $1500 as US Ranked 4th Riskiest Sovereign Debtor / Commodities / Gold and Silver 2011
THE PRICE OF GOLD reversed an overnight dip beneath $1500 per ounce in London on Tuesday morning, trading within 1% of Monday's new record high at $1518 as European stock markets rose together with major government bonds and energy prices.
Following yesterday's dramatic Asian trade and greater-than-7% price range, "Silver showed further weakness" according to one Hong Kong dealer, "stretching [his] expectation about how volatile it could be."
Tuesday, April 26, 2011
Silver Parabolic Move Was 5 Times Faster in 1980 than Today / Commodities / Gold and Silver 2011
This essay will attempt to address the question of whether or not silver prices are in a bubble, or possibly may be turning into a bubble and if so what trading strategies may be suited to the situation. This article will hopefully provide another string to the readers bow in attempting to identify bubbles and being able to protect one’s portfolio and even potentially profit from them. For the record we feel it is prudent to state our view upfront, we do not think silver is in a bubble at this point in time. However we think that it is likely that it will become a bubble in the future, but we cannot say when or at what price.
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Tuesday, April 26, 2011
Silver Bullion Investors Are Being Hoodwinked by the Futures Market / Commodities / Gold and Silver 2011
The Silver market is in a bubble stage right now. No one really knows how long this will last, whether Silver goes up another $5, 10, 20 doesn`t really matter for investors who are buying the physical metal in the form of coins because when the bubble ends they are going to be sitting on a depreciating asset.
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Tuesday, April 26, 2011
Silver Key Intra-Day Reversal / Commodities / Gold and Silver 2011
On Monday, the silver market experienced a key intra-day reversal. During Asian trading, the price of silver surged to almost US$50 per ounce (+5% intra-day), however during European trade, selling came in and the metal struggled to stay firm. Thereafter, when the US market opened, the price of silver plunged to below its previous close. In other words, the silver market experienced a classic intra-day reversal, which usually markets the end of a parabolic move.
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Tuesday, April 26, 2011
High Gold Prices Raise Old Mines / Commodities / Gold and Silver 2011
Dramatic rises in metals prices over the past 2 years could bring 10 or more past-producing mining camps back to life. In this Gold Report exclusive, MineralFields Group's Engineer and Investment Analyst Ron Wortel shares how he finds promising gold juniors working these mines and structures tax-advantaged, flow-through investments to finance Canadian resource development.
The Gold Report: Ron, can you give us a little background on your company, MineralFields Group, and what it'll be looking at in the future? Read full article... Read full article...
Tuesday, April 26, 2011
Gold Investors Don’t Fear a Pullback in Prices / Commodities / Gold and Silver 2011
The S&P credit agency sent shockwaves through the global financial system on Monday when it issued a warning on U.S. debt and changed its outlook on the U.S. sovereign credit rating from “stable” to “negative.” This sent markets lower and the prices of commodities such as oil rocketing back above $110 per barrel and both gold and silver to new highs.
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Tuesday, April 26, 2011
The Coming Junior Gold and Silver Stock Eruption / Commodities / Gold and Silver 2011
The junior market is on the verge of blowing up like a “Coke geyser.”
If you’re not one of the 13 million views of what happens when Mentos are dropped into a bottle of Diet Coke, you should know it creates an eruption of foam reaching as high as 20 feet.
Monday, April 25, 2011
Charting the Course to $7 Gas / Commodities / Gas - Petrol
J. Kevin Meaders writes: Let's go back to the beginning of the current economic crisis — yes, it is still a crisis for many millions of Americans who lost their jobs, ruined their credit, filed for bankruptcy, lost their homes, and lost their lifestyle. Shanty towns have popped up all over America, though rarely gaining media exposure.
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Monday, April 25, 2011
Parabolic Silver / Commodities / Gold and Silver 2011
It's the hot topic of the moment, and everyone is offering an opinion, so I'll be succinct. The question I am asking myself is, do I want to take partial profits on silver here?
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Monday, April 25, 2011
Sell Silver / Commodities / Gold and Silver 2011
Appears Scotty got it wrong again. We said to beam us up, and he beamed us back. All of a sudden we seem to have returned to 2008. Perhaps, though, we should not be so tough on Scotty. The Federal Reserve had a hand on the controls too, continuing the longest running stretch of asset price distortions in all of history. Think of 97-year-old sports team with one winning season, 1953.
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Monday, April 25, 2011
Real Interest Rates Explain the Gold Price Perfectly…Too Perfectly? / Commodities / Gold and Silver 2011
The latest idea coming out of the “Hedge-Fund” camp that I saw to explain the recent meteoric climb in the price of gold as expressed in US dollars is “Real” interest rates.
Leaving aside what is “real” and what is illusion for a moment, if you take a timeline of the US 10-Year Treasury yield and subtract the published CPI number you get to one (of many) estimates of “real” interest rates. Then you cumulate that number, you can build a reasonably decent “explanatory” model to explain the price of gold, since say January 2002.
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Sunday, April 24, 2011
Geopolitics and the World's Gold Holdings / Commodities / Gold and Silver 2011
Both the US dollar and the Euro currency systems are in crisis. During a period of waning currencies, where the value of money (in paper and/or electronic form) is tumbling, the strategic control over gold reserves and gold production is of paramount importance.
The issue is not only who controls the stock of central bank gold reserves, but who, namely which countries, control the production of mine gold.
Sunday, April 24, 2011
Silver Forecast $52 to $56 by Mid 2011 Update / Commodities / Gold and Silver 2011
Back on February 18th I wrote an editorial showing that Silver could rocket up to $52 to $56 by mid-year. At the time of the writing Silver was sitting a little above $32 on the price chart. The original chart work was based off of the fractal chart work I do with Silver from previous fractal time periods. So far the rise in Silver appears to be right on track for our expected targets to be approached into mid-year. I will post a link to the original article, below, for your perusal.
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Saturday, April 23, 2011
Where Next for Gold,Silver and the Stock Market SP500 Index? / Commodities / Gold and Silver 2011
The market action in both the precious metals complex and the equities markets has been moving in clearly defined Fibonacci and Elliott Wave patterns for quite some time now. All of the recent peaks and valleys in both areas can be clearly demarcated with Fibonacci retracements and crowd behavioral patterns both in advance and in hindsight. I’ve written about this phenomenon numerous times publicly and every week for my subscribers as well.
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Saturday, April 23, 2011
Silver Black Swan if Rampant Speculation is Not Reigned In / Commodities / Gold and Silver 2011
If you think the crude oil market has gone totally out of control in the past month or so, observe the Silver. The Silver market has basically gone parabolic the week of April 17, going from $41.75 on April 15th to $46.69 on April 21st--a 12% move in 5 trading days, topping off the move with a 5% move on Thursday (See Chart).
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Saturday, April 23, 2011
Why Bank and Debt Crises are Helping the Gold and Silver Prices / Commodities / Gold and Silver 2011
Some months back we pointed out that in their present form, banks had become the arteries and veins of the financial worlds with central banks the heart. Unfortunately, banks are driven solely by the profit motive. As they grew into every aspect of people's financial lives, they failed to take on the corresponding social responsibilities that they came with it.
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Saturday, April 23, 2011
What's with $1,500 Gold and $42 Silver? / Commodities / Gold and Silver 2011
As gold and silver continue their spectacular rise, The Gold Report checked in with Midas Letter Publisher and Editor James West to get his take on the situation. James, always strongly opinionated, sees this as the beginning of a global revolution that could result in long-term opportunities for gold and silver juniors.
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Saturday, April 23, 2011
Gold Investment Opportunities Emerge in the Americas / Commodities / Gold and Silver 2011
From Quebec, Canada to Sonora, Mexico, House Mountain Partners Founder Chris Berry constantly uncovers new opportunities in the Americas. In this exclusive interview with The Gold Report, Chris outlines the geopolitical changes that are driving renewed interest in areas considered too risky or not profitable enough in the past.
The Gold Report: Investing in junior mining companies across the Americas requires balancing risk and reward. What has changed in countries like Colombia, where violence and corruption hampered investment in the past, that make it worth considering investing in gold and nickel companies today?
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