Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Saturday, April 09, 2011
Breakouts in Gold and Silver Prices / Commodities / Gold and Silver 2011
The story of gold is as rich, lustrous and complex as the metal itself. It is as ancient as the Egyptian Pharos and modern as the mirrors coated with gold which astronomers use to capture images of the universe. The metal's mounting value is connected directly to its economic role as a stable alternative to paper currencies, and its rise should speak volume about the health of the global monetary system.
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Friday, April 08, 2011
Gold Mania: Are We There Yet? / Commodities / Gold and Silver 2011
By Louis James, Casey International Speculator
It’s understandable that people want to know where the precious metals market is headed next. And not just because big fluctuations can be nerve-wracking, but because it makes a big difference how you’d invest today if, for instance, you think there’s a big correction ahead (save cash to buy cheaper) or not (load up and ride the wave).
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Friday, April 08, 2011
The Utah Gold Standard Part II / Commodities / Gold and Silver 2011
No, not gold as money. The gold standard never kept a lid on inflation that way...
SO THIS is 2011 – a world of pleaders and moaners.
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Friday, April 08, 2011
If Interest Rates Rise, Will Gold Go Down and the Dollar Rise? / Commodities / Gold and Silver 2011
So frequently today we rely on economically established perceptions that fail time and again, simply because the conditions in which they were established have changed. One of the economic clichés is that exchange rates will rise if interest rates rise. You can be sure that if there was still a Spanish Peseta or Greek Drachma and they were paying the sort of interest rates their sovereign bonds were paying now, these currencies would still be falling, why? Many feel that if interest rates rise, gold would automatically fall. But is that going to be true? There's a great deal more involved to this story than just interest rates!
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Friday, April 08, 2011
Gold Bull Market Technicals / Commodities / Gold and Silver 2011
Gold has much to celebrate. Not only did it just hit new all-time nominal highs, its secular bull was born exactly 10 years ago this week! It’s enough to bring a tear to the eye of the bold contrarian investors who’ve been riding this mighty bull market for an entire decade. Much has changed since I first started recommending physical gold coins as long-term investments in May 2001, when gold traded at $264.
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Friday, April 08, 2011
New Gold Record and Silver Bears Consistently Wrong as Price Breaks $40/Oz / Commodities / Gold and Silver 2011
THE PRICE OF GOLD hit new all-time Dollar highs in London trade on Friday morning, with dealing desks pointing to two short-term drivers – Japan's huge monetary response to the recent earthquake disaster, and the US government's impending "shutdown" after lawmakers failed to agree a new budget ceiling.
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Friday, April 08, 2011
Perfect Storm for Gold and Silver / Commodities / Gold and Silver 2011
Gold and silver reached new record all time and 31-year highs respectively again yesterday and this morning - both nominal highs. Silver has surged to a new 31-year nominal high of $40.28/oz and may now target next resistance at $50/oz - the 1980 nominal high.
Gold is now targeting $1,500/oz after just reaching new nominal highs at $1473/oz. Gold is higher in all currencies this week but especially the beleaguered yen which has fallen 4% against gold in the week so far.
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Friday, April 08, 2011
The Gold:Silver Price Ratio / Commodities / Gold and Silver 2011
Ian R. Campbell writes: An article this morning asks “Am I being too conservative with my silver price target?” - reading time 3 minutes. In the article, the author states his current physical silver price target to be U.S.$300 per ounce, which he bases on his long-term physical gold price target of U.S.$5,000 per ounce, and what he (and many other authors) refer to as the historic gold/silver price ratio of 16 (divide 5,000 by 16, and you get 312.5). As someone who owns some physical silver I certainly would like to simply sit back today and watch the first round of the Masters Golf Tournament, secure in the knowledge that based on this article my economic future and that of my family is secure. That said, while I plan to watch snippets of the Masters today, I will be spending most of it in front of my computer.
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Friday, April 08, 2011
Potash Stocks Grow with Agriculture Commodities Boom / Commodities / Agricultural Commodities
Planet Earth is in the midst of a food bull market. Wellington West Capital Markets Managing Director Robert Winslow follows small-cap agricultural stocks that can give investors both diversification and leverage to achieve double-digit percentage growth. In this exclusive interview with The Energy Report, Robert shares some small-cap names where investors can plant capital and reap vigorous rewards.
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Thursday, April 07, 2011
Gold May Fall Short-term on ECB Rate Rise, But Rising Interest Rates are Bullish / Commodities / Gold and Silver 2011
Gold’s two consecutive days of nominal record highs have seen some profit taking as oil is flat, the dollar is marginally higher and the euro has fallen. The ECB’s 0.25 % interest rate hike may lead to further profit taking today but rising interest rates in an increasingly inflationary environment will be positive for gold as it was from 1965 to 1981 (see charts below).
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Thursday, April 07, 2011
Where Is the Gold? The Mystery of Ft. Knox. / Commodities / Gold and Silver 2011
Chris Weber writes: What Do They Have to Hide?
In a few months we'll "celebrate" the 40th anniversary of the day when the US Government declared bankruptcy. Oh, they didn't call it that at the time. But what happened on August 15, 1971 was that the US defaulted on its promise to pay gold for dollars. It is now clear that they didn't have very much gold left to pay.
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Thursday, April 07, 2011
Who Would Sell Gold or Silver Now? / Commodities / Gold and Silver 2011
The following is an excerpt from the March Issue of The Dollar Vigilante (TDV).
Mainstream media, the majority of the public and value investors all believe that the precious metals are in a bubble. But that is because they do not understand the foundations underpinning a move into hard assets.
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Thursday, April 07, 2011
Gold and Silver, The Big Show / Commodities / Gold and Silver 2011
"Fear is a very foolish way to rule a nation, because fear is very tiring over time. No matter how tyrannical the despot, no matter how great the imposed terror; there comes a time when the people simply lack the energy to be afraid any longer, Fear vanishes from the population, and all that is left is blind uncompromising unquenchable rage." ~ Michael Rivero
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Thursday, April 07, 2011
Uncovering Turnaround Companies in the Resources Sector / Commodities / Gold and Silver 2011
McNicoll, Lewis & Vlak Investment Analyst Imaru (Ima) Casanova specializes in "under-covered" and turnaround companies in the resource sector. In this exclusive interview with The Gold Report, Ima describes several situations that fit her investment parameters, including the unique field of royalty companies.
The Gold Report: Thanks for joining us this morning. Before we get into specifics, please give us a little background on McNicoll, Lewis & Vlak LLC. (MLV) and its participation in the resource investment sector. Read full article... Read full article...
Thursday, April 07, 2011
Silver Is Getting Too Popular… Right? / Commodities / Gold and Silver 2011
Jeff Clark, BIG GOLD writes: It’s no secret that the silver market is red hot. As I write, silver American Eagles and Canadian Maple Leafs are sold out at their respective mints. Buying in India has gone through the roof, especially noteworthy among a people with a strong historical preference for gold. Demand in China continues unabated. Silver stocks have screamed upward.
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Thursday, April 07, 2011
Rally in UltraShort Crude Oil and Gas DUG ETF / Commodities / Crude Oil
The most recent downleg in the ProShares UltraShort Oil & Gas ETF (DUG) from 31.93 to 25.73 looks like a completed bearish structure. The fact that prices reversed sharply to the upside today after first hitting a new low suggests strongly that the DUG hit downside exhaustion at under 25.80 earlier today.
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Wednesday, April 06, 2011
Gold and Silver - the usual commentators- we need new ones / Commodities / Gold and Silver 2011
When it comes to wider commentary on gold and silver it is still restricted to the financial press. The 'public' are yet unaware of the massive inflation that is going to hit them. That's why we are not in precious metals bubble. Nobody is talking about the huge rise in prices... except the usual commentators.
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Wednesday, April 06, 2011
U.S. Gold: A Study In Junior Mining Leadership / Commodities / Gold & Silver Stocks
Many years ago as I was learning to trade junior resource stocks, a grizzled old gold miner -- the owner of a small publicly listed company -- asked me: "Do you know what a gold mine is?" I suspected he was leading up to the punchline, "A gold mine is a hole in the ground with a liar looking into it." As a novitiate in that perilous arena, I never really completely believed in that sarcasm. Instead, I felt there had to be honest, adventurous visionaries who went out into the wilderness and stuck to the rules. Researching the leadership of junior mining companies is crucial when screening for potential winners, and it's a major component of my research. When an investor finds leaders who have stellar track records and put their own money where their mouth is, they need to pay attention to their actions.
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Wednesday, April 06, 2011
Gold Record as Yen Carry Trade Spied Behind Free Lunch / Commodities / Gold and Silver 2011
The WHOLESALE PRICE of gold reached new record highs vs. the Dollar in London trade on Wednesday, breaching $1460 per ounce as world stock markets also pushed higher.
Crude oil rose to new 30-month highs, while US and Eurozone government debt prices fell ahead of tomorrow's pre-announced European Central Bank rate hike.
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Wednesday, April 06, 2011
Gold and Silver New Record Highs on Surging Oil and Deepening Inflation / Commodities / Gold and Silver 2011
In trading in London this morning, gold reached a new record nominal high ($1,460.92/oz) and silver a new 31-year nominal high ($39.63/oz) as investors bought the precious metals to hedge deepening sovereign debt risk (in the EU but also in the US with the threat of a federal budget shutdown), geopolitical risk and deepening inflation.
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