Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.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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Wednesday, April 06, 2011
Gold and Oil Will Soar When the Saudi Monarchy Falls / Commodities / Middle East
Oil at $200 plus a barrel will be the least of America’s problems when the Saudi Monarchy falls.
"If something happens in Saudi Arabia it (oil) will go to $200 to $300 (a barrel). I don't expect this for the time being, but who would have expected Tunisia?" ~ Former Saudi oil minister Sheikh Zaki Yamani 4/5/11
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Wednesday, April 06, 2011
Welcome back to the Worldwide Fiat Currency Race to Debase! / Commodities / Gold and Silver 2011
Take a moment to examine how gold and silver have performed against their fiat currency competition in the first quarter of 2011.
Silver has continued running hot, over the past three months silver has enjoyed a 20.3% appreciation against 75 fiat paper currencies around the globe!
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Wednesday, April 06, 2011
Lithium to Elevate Equities and Investor Mood / Commodities / Metals & Mining
House Mountain Partners Founder Chris Berry points to the rising quality of life in Asia as competition for strategic resources that could push the cost of energy to the breaking point. There won't be a single solution, but more efficient electricity storage to power vehicles will be critical. High-capacity batteries are dependent on several metals, including lithium, which is still underappreciated by the commodity and equity markets. In this exclusive interview with The Energy Report, Chris shares some of his favorite lithium companies and why he sees dramatic upside potential in each one.
Tuesday, April 05, 2011
A Look at Gold’s Long-term Outlook / Commodities / Gold and Silver 2011
Let’s step back for a moment and take a look at the big picture. Although the primary focus of traders should be on the short-term technical outlook for gold, silver and mining stocks, it’s good to have a good idea of where the precious metals are likely headed in the 3-4 year out look.Our primary analytical tools for discerning the longer-term trends that are likely to emerge are the yearly Kress Cycles. Fundamentals can be useful but the long-term cycles are even more important since they ultimately determine the overall direction that asset prices will take.
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Tuesday, April 05, 2011
Junior Gold Miners ETF in Bullish Coiling Formation / Commodities / Gold & Silver Stocks
All of the action in the Market Vectors Junior Gold Miners ETF (GDXJ) since the March 7 high at 41.00 exhibits a series of higher lows juxtaposed against lower highs. In other words, the pattern is a contracting consolidation or coil formation.
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Tuesday, April 05, 2011
Uranium Mining Stocks: Sanity to Return as Media-Induced Nuclear Power Fear Subsides / Commodities / Uranium
The Cassandras of the media beat the drums of fear concerning Japan’s millennial tragedy, which has been a confluence of perfect storms. There has been a great deal of bad news coming out of Japan which the press has spun into a blanket condemnation of the entire nuclear industry. It is only a matter of time until investors recognize that the media is spinning fear that goes beyond Fukushima. Undoubtedly, their tactic's intention is to sell commercial TV time, even if it means destroying a major source of clean, efficient, and safe energy; nuclear is a vital component of clean and independent energy.
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Tuesday, April 05, 2011
Silver "Diverts Attention from Gold" as Chinese Hike Puts Global Interest Rates "In Focus" / Commodities / Gold and Silver 2011
WHOLESALE PRICES to buy gold repeated yesterday's $10 range on Tuesday, briefly slipping in London beneath $1431 per ounce after the central bank in China – home to the world's No.2 consumer market – raised interest rates for the second time in 2011.
The People's Bank's move took Chinese borrowing rates to 6.31%, with one-year bank deposit rates rising to 3.25%.
Tuesday, April 05, 2011
Gold, Banks and the Governments / Commodities / Gold and Silver 2011
I have written this article to:
- Compliment some analysis I believe to be correct.
- To address some misinformation about the banking system which could potentially be dangerous to your financial future, and
- To reinforce your confidence in the fantastic golden opportunity right now and directly ahead.
Tuesday, April 05, 2011
China Room to Increase Gold Reserves, Silver Backwardation Correction / Commodities / Gold and Silver 2011
Gold and silver have consolidated after yesterday’s gains although gains have been made in the Japanese yen which has fallen due to a growing realisation that the nuclear disaster is far from over and will pose massive challenges to the Japanese economy and challenges to the global economy.
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