Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, March 29, 2011
Gold Massive Capital Wave Approaches / Commodities / Gold and Silver 2011
Capital waves control the direction of markets; they are flows of money, the liquidity that dictates direction. There is nothing like a good gold rally because it is driven by fear. As I will explain this coming rally is shaping up with considerable force, the capital wave to hit this market sector will be a monumental event. You will want to be on this wave with as much capital as you dare to commit to precious metal mining stocks and gold (include silver).
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Tuesday, March 29, 2011
China Massive Gold Shortage, Supply and Demand Crunch Looms / Commodities / Gold and Silver 2011
Gold and silver are lower again today with short term momentum traders taking advantage of recent weakness and capping of the gold price at record nominal highs. Options expiry often sees gold and silver prices fall but recover sharply within days of expiry and this is likely to be the pattern again after yesterday's expiration.
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Tuesday, March 29, 2011
Gold Paradigm Shift / Commodities / Gold and Silver 2011
As an investor, sometimes the best action you can take is no action. Jason Hamlin of the Gold Stock Bull newsletter didn't start snapping up stocks on news of disaster in Japan and military attacks in Libya. In this exclusive interview with The Gold Report, Jason tells why he's holding his ground, how high macro issues spanning the globe could push precious metal prices and a few of his top stock picks.
The Gold Report: Jason, the gold price fell dramatically after the Japanese earthquake and subsequent tsunami. Were you buying in the dip, and if so, what were you buying?
Tuesday, March 29, 2011
LIBYA: ‘V’ PROFILE COMING FOR OIL PRICES? / Commodities / Crude Oil
Coalition bombing in Libya has transformed the prospects for embattled insurgents, now sweeping further and further west from their Benghazi stronghold. Likely ground support, or at least weapons supply and military specialist manpower from the coalition can speed the coming encirclement and defeat of the Gaddafi regime, in its Tripoli heartland.
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Monday, March 28, 2011
Silver Price Suppression: How, Why and Effect / Commodities / Gold and Silver 2011
This paper is written as a response to market observers who opine, “how can the price of precious metals be suppressed when their prices have empirically gone up 4 fold and more over the past 10 years?”
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Monday, March 28, 2011
Will This Gold Breakout Be Authentic? / Commodities / Gold and Silver 2011
Physical demand for gold and silver is strong as investors seek protection of wealth against uncertainty in the Middle East. It has already been reported that Col. Qaddafi has been a wise gold investor, preparing for this crisis by hoarding a large amount of the precious metal to fund his military and to hedge against economic sanctions. Just like he's been hoarding precious metals, many throughout the Middle East are trying to sell their assets and seek out the shelter of safe havens.Read full article... Read full article...
Monday, March 28, 2011
Gold and Silver Fall as Arab Turmoil Quickly Resolves / Commodities / Gold and Silver 2011
THE PRICE OF GOLD slipped 1.3% in Asian and early London trade on Monday, pulling back to a 6-session low of $1411 per ounce as global stock markets slipped and the US Dollar rose on the FX market.
Silver prices dropped 2.1% to trade beneath $36.50 per ounce, a 3-session low.
Monday, March 28, 2011
After 40 years of Nuclear Passion, It Hurts / Commodities / Nuclear Power
For 40 years I've written about nuclear power, defended it and believed, as I still do, that it offers the best signpost to a great future; to what Churchill called the "sunlit uplands"; in short, utopia.
I regard electricity as one of mankind's great achievements, saving people from the menial, painful drudgery that marks daily existence without it. Growing up in Africa, I'd see men and women walking miles, many miles, barefoot across the savanna, looking for a few pieces of wood to burn for cooking and hot water.
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Monday, March 28, 2011
Gold Record High Fuelled by China and Asian Demand / Commodities / Gold and Silver 2011
Gold and silver have fallen in Asian and early European trading, despite global uncertainty leading to weakness in equity and bond markets. Support is likely to come from eurozone debt concerns, geopolitical risk and the deepening nuclear crisis in Japan - the true extent of which remains unacknowledged.
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Sunday, March 27, 2011
Gold and Silver Rally Lacks Momentum / Commodities / Gold and Silver 2011
The precious metals had a great week, so why is the momentum of these moves so lacking in strength? Speculators who can move prices seem not yet to be convinced that gold stocks will continue zooming into ever higher ground. Is there peace in the oil fields or something?
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Saturday, March 26, 2011
Salivating at the Upside Potential of the Gold Market / Commodities / Gold and Silver 2011
Not long ago, as I recall, a pension fund in some foreign country, one of those Scandinavian ones I think, was ordered to invest no more than about 3% of its custody assets in gold, meaning that the fund had too much gold, and to sell part of its gold holdings in order to comply.
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Saturday, March 26, 2011
Market Volatility Creates Resource Stocks Opportunity / Commodities / Metals & Mining
The terrible tragedy in Japan is shifting markets worldwide. Mike Kachanovsky, a consultant to both resource companies and institutional investors, believes the volatility has created a finite opportunity to scoop up resource stocks on the cheap. In this exclusive interview with The Gold Report, Mike explains what impact the devastation could play to the performance of rare earth companies, as well as how to navigate discounted stocks to avoid the duds.
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Saturday, March 26, 2011
Gold No Breakout So Far, Silver Hits Strong Resistance / Commodities / Gold and Silver 2011
There are so many news items affecting precious metals, especially gold, these days. The precious metals glittered in their roles as havens as euro-zone debt worries resurfaced increasing the anxiety among market participants already jittery about $106 oil, the fighting in Libya, protestors killed in Syria and the nuclear crisis in Japan.
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Saturday, March 26, 2011
Gold Bubble: Written in the Stars / Commodities / Gold and Silver 2011
Oh lordy! Gold investing is being tipped in tabloid horoscopes...Sell!
"ARE YOU available for an interview this afternoon? I'd like to discuss the possibility that we're in a gold bubble!"
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Friday, March 25, 2011
Gold Stocks Valuations / Commodities / Gold & Silver Stocks
Gold stocks aren’t feeling the love these days. They have merely been drifting sideways since their latest interim high in early December. Considering gold is edging up to new nominal all-time highs, and silver is surging, many traders find this lack of gold-stock responsiveness troubling. Is there a fundamental problem with this sector today? If so, it will show up in gold-stock valuations.
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Friday, March 25, 2011
What's Really Driving the Gold Price? / Commodities / Gold and Silver 2011
Gold attracts tremendous emotion from people and it has always done so. It manages to bring out the extremes in investors, reporters, governments. It's either hated or loved. Copper isn't, nickel isn't and coal isn't. You can call it a commodity, a barbarous relic, money or a wealth preserver. Whatever title you use, someone will react. As a metal, it has certain qualities that other metals don't have, but that's not what produces these reactions. It's not even its price rise over the last decade that causes the noise. In fact, it's not about gold at all. Governments have in turn loved it, hated it and now are beginning to love it again. It's what it's purported to represent that causes all the fuss. Just look at the reasons put forward by some as to why it's rising in price and you get the picture.
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Friday, March 25, 2011
Gold Sets New Standard at $1,447 / Commodities / Gold and Silver 2011
Gold prices soared to a new intraday record high during Thursday’s (March 24) trade on the New York NYMEX. The precious metal traded as high as $1,447 before falling to a closing price of $1,430.80.
Wednesday’s closing price in New York established the new record high closing price at $1,438.60. The current gold spot rate in early Friday morning New York NYMEX trade is $1,436.40.
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Friday, March 25, 2011
Financial Institutions Say Avoid Gold / Commodities / Gold and Silver 2011
THE PRICE OF GOLD ticked higher in London trade on Friday, recovering half of yesterday's 1.5% drop from new record highs above $1447 per ounce as
Silver prices also rallied, regaining a third of Thursday's 3.2% drop from new 31-year highs above $38.20 – some 112% higher from this time last year vs. the Dollar.
Friday, March 25, 2011
China Central Bank Positive on Gold due to ‘Value Preservation’ / Commodities / Gold and Silver 2011
Gold and silver remain supported by continuing macroeconomic and geopolitical uncertainty. Inflation, the European sovereign debt crisis, conflict in Libya and the wider Middle East and the nuclear disaster in Japan are all factors which will likely result in gold reaching new record nominal highs in all currencies sooner rather than later.Read full article... Read full article...
Friday, March 25, 2011
Cocoa Nearing Interesting Short Term Support / Commodities / Commodities Trading
The recent bull move in Cocoa (ICE) achieved a new multi-year high, but so far the higher levels have not been sustained. The subsequent pullback has now neared technical support which could at least prompt a s/term recovery.
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