Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, March 17, 2011

Gold Breakout, Three Years Ago to the Day / Commodities / Gold and Silver 2011

By: Adrian_Ash

A quick reminder of recent history...

REMEMBER Bear Stearns? You know, that quaint little investment bank which blew up 6 months before Lehmans and a full 12 months before quantitative easing began.

Thursday, March 17, 2011

Gold's Track Record / Commodities / Gold and Silver 2011

By: Douglas_French

Anyone who has bought gold for the entirety of this bull market is always looking for signs of a top. Not to sell — one doesn't get rid of their insurance — but just to wait until the insurance goes on sale.

A price steadily holding over $1,400 per ounce (until the Japanese quake) has put gold on the cover of a few magazines, along with constant hawking of the yellow metal on daytime Fox News.

Thursday, March 17, 2011

The Once-a-Decade, 1200% Profit Trade Is Set Up / Commodities / Natural Gas

By: DailyWealth

Matt Badiali writes: Rick Rule is buying natural gas...

Longtime DailyWealth readers are familiar with our friend Rick Rule, founder of Global Resource Investments. Rick is one of smartest, most successful resource investors in the world. In one of the greatest "runs" in investment history, from 1998 to 2006, Rick turned $15 million into roughly $460 million (before fees) for his customers.

Thursday, March 17, 2011

"No Alternative" to Gold as Global "Tipping Point" Looms Amid Japanese Nuclear Crisis / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF GOLD prices stalled just above $1400 per ounce for the second day running on Thursday, as crude oil rose sharply amid the near-meltdown at Japan's Fukushima nuclear reactors.

Major-economy government bonds slipped back as Western stock markets rallied.

Thursday, March 17, 2011

Tips For Hedging Silver / Commodities / Gold and Silver 2011

By: Money_Morning

Larry D. Spears writes: Gold has gotten a lot of attention recently, as the yellow metal earlier this month rose to yet another record high. However, gold's little brother - silver - shouldn't be forgotten.

Although gold has garnered most of the headlines - thanks primarily to its historic role as a hedge against both inflation and the political turmoil - silver has actually turned in a far more impressive performance since mid-2010.

Thursday, March 17, 2011

Top Commodity Picks, Comprehensive Video Analysis, & Practical Trading Lessons! / Commodities / Commodities Trading

By: EWI

EWI's FreeWeek is Here! Get full FREE access to Elliott Wave International's most popular commodity forecasting service, edited by Senior Analyst and trading instructor Jeffrey Kennedy. Now through noon (Eastern Time) March 23, you get the hottest daily, weekly and monthly commodity opportunities, complete coverage of up to 18 markets through video analysis and clearly labeled charts, plus practical real-world trader lessons, tips, tricks and more! Access FreeWeek now!

Thursday, March 17, 2011

Gold, Silver, Food, Chinese Hungry for Purchases of All Kinds / Commodities / Gold and Silver 2011

By: Dr_Jeff_Lewis

Without having feet on the ground, it is nearly impossible to understand precisely what is happening in China.  The middle class is exploding, but jobs for skilled workers are few.  New cities are going up overnight, but the pictures show that no one is actually living there.  In many cities, hundreds of buildings are erected, left to be ghost towns for many months or even a few years before the buildings are again destroyed and new buildings are erected in its place.

Wednesday, March 16, 2011

Manganese, a Major Investment Growth Opportunity / Commodities / Metals & Mining

By: The_Gold_Report

After working in the gold mining industry for many years, consultant Ken Reser has turned his attention to special opportunities in minerals of strategic importance to North America and Europe. In 2004, he developed an early interest in molybdenum as a vital resource, and then in 2007 became intensely interested in manganese as an element that would gain prominence due to the unique properties that make it irreplaceable in the manufacture of steel. Also, its growing importance in nascent battery technology will revolutionize development of electric and hybrid automobiles. In this exclusive interview with The Gold Report, Ken shares some thoughts on the significance of manganese and how investors might play growing demand for the metal.

Wednesday, March 16, 2011

Agri-Food Price Inflation Chickens Coming Home to Roost / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

Frailty of monetary policy under delusional Keynesians is evident whenever we think about Agri-Food. Price increases for Agri-Foods may be causing measures of consumer prices to rise in many countries. That "inflation," which it is not, is causing some discomfort for politicians around the world. The textbook response, per the ineffective and inbred Keynesian economists, is to tighten monetary policy, perhaps raising interest rates. We ask one simple question: How does raising interest rates cause the supply of Agri-Food to rise, forcing prices lower? Will higher interest rates keep the price of shoes from rising?

Wednesday, March 16, 2011

Gold Recovers $1400, "Support Strengthened" as Japan Crisis Worsens / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF GOLD rose in London trade on Wednesday to regain $1400 per ounce as a rally in Japanese shares failed to prevent further losses in global stock markets.

With 450,000 people now homeless in freezing conditions, technicians at the stricken Fukushima nuclear plant were forced to abandon their work by a jump in radiation levels. 150 miles away, Russia joined France in moving to evacuate its embassy staff.

Wednesday, March 16, 2011

The Outlook for Agricultural Commodities / Commodities / Agricultural Commodities

By: John_Hampson

Soft commodities have experienced some steep selling in the days since the Japan disaster, as speculative money has exited more 'risky' assets. But having enjoyed a 9-month stellar run, a pullback was overdue. Considering a broad softs ETF as a proxy, at the time of writing the complex is now nearing oversold levels:

Wednesday, March 16, 2011

Silver Bullion Coin Premiums Rise; Asian Demand for Gold Robust / Commodities / Gold and Silver 2011

By: GoldCore

Markets have recovered somewhat from the recent sharp sell offs despite the worsening nuclear situation in Japan. Gold and silver have made very tentative gains from the falls seen yesterday as commodity and equity markets (and the Nikkei in particular) have stabilised somewhat after the recent sharp falls.

Wednesday, March 16, 2011

Checking in on Relative Gold / Commodities / Gold and Silver 2011

By: Jordan_Roy_Byrne

Relative Gold is also known as the real price of Gold. Its essentially a comparison of Gold against various asset classes. Why is this important? There are two reasons. First, the real price of gold tends to lead leverage performance (e.g the HUI/Gold ratio). Second, the real price of Gold often provides hints of the future direction of the nominal price of Gold.

Wednesday, March 16, 2011

Crude Oil Prices Fall in Aftermath of Japan Devastation / Commodities / Crude Oil

By: LiveCharts

Oil prices are trading well below $100 as the news following Japan’s 8.9 earthquake last week continues to get worse.

The Japanese government continues to advise of possible nuclear meltdowns and has made multiple mentions of radiation concerns around the northeast Japan region.

Wednesday, March 16, 2011

Food Is Fuel, Rising Food and Energy Costs Triggering Uprisings / Commodities / Agricultural Commodities

By: The_Energy_Report

How is the bowl of Wheaties you ate this morning linked to a barrel of oil? In this exclusive interview with The Energy Report, Bob Moriarty, founder of 321energy.com, explains why the cost of producing food is directly correlated to fuel and picks which companies are poised to benefit from the rising value of potash.

The Energy Report: You wrote that "the uprising in Egypt began as a protest against the rapidly rising cost of food and energy." You went on to say that "it seems obvious that food and fuel are the same thing under a different cloak. Energy is food is population." Can you elaborate?

Wednesday, March 16, 2011

Natural Disasters and Political Uncertainty Cause Investors To Flee Paper to Gold and Silver / Commodities / Gold and Silver 2011

By: Jeb_Handwerger

Last week the Japanese earthquake darkened the skies with an unexpected flock of black swans. On top of an act of nature, we have the persisting presence of eurozone debt fears, currency wars, the Middle East unrest, and the near bankruptcy of many states in America. The Wisconsin problem goes far beyond one local state; there are 46 Wisconsins that have accumulated billions of dollars of deficits. States have more than trillions of dollars in pension obligations which they will be unable to pay. Unions are unwilling to budge and have taken to the streets in protest. Sheer survival mandates humongous cuts in spending. This places US states between a rock and a hard place as they will have to incur serious job cuts with an already high unemployment rate.

Tuesday, March 15, 2011

Gold Drops as Japan's Nuclear Panic Hits Global Stock Markets / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF GOLD fell 3% against a rising US Dollar on Tuesday morning, bouncing from a 4-week low of $1384 per ounce as world stock-market and commodity prices sank on news of radiation leaks from Japan's earthquake-hit nuclear plants.

Tokyo's Nikkei index closed Tuesday down at a 22-month closing low, slumping nearly 11% for the day as officials advised people within 30 miles of the Fukushima Daiichi facility to stay indoors.

Tuesday, March 15, 2011

Silver Manipulation Investigation May Spark Price Spike / Commodities / Gold and Silver 2011

By: GoldSilver

Finally, after years of revelations by whistleblowers such as Ted Butler (ButlerResearch.com) and former metals trader Andrew McGuire, the U.S. Commodity Futures Trading Commission is conducting an investigation into possible criminal manipulation of the COMEX silver market. Specifically, McGuire has charged, and Butler has reported, that JP Morgan traders collude with other traders to instigate sell-offs in silver in order to depress prices, then buy up the metal in order to profit when prices recover.

Tuesday, March 15, 2011

Will Japan Earthquake Send Gasoline to $5 / Commodities / Gas - Petrol

By: Dian_L_Chu

Bob van der Valk & Dian L. Chu write: The fallout on the fuel market will be severe following the 9.0 Japanese earthquake on Friday, March 11. 2011, since Japan will have to supplement their nuclear energy power production with coal, natural gas and oil-fired power plants.

Tuesday, March 15, 2011

Middle East Crisis Nothing to do With Democracy Everything to do with Food Prices / Commodities / Commodities Trading

By: The_Gold_Report

Well, you can't eat gold either. But at least gold is easier to carry around, says precious metals pundit Bob Moriarty. In this exclusive interview with The Gold Report, Moriarty lays out his forecast for the U.S. government (ousted), banks (collapsed) and why he still has significant stakes in precious metal equities despite his doomsday predictions.