Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, October 28, 2010
U.S. Dollar Chart Suggests Caution for Gold Bulls / Commodities / Gold and Silver 2010
By: Mike_Paulenoff
Spot gold prices have been in a corrective mode since mid-October and have given up a modest 5.5% from the $1387.65 high. More importantly, however, is that the price structure is probing important July-Oct support in the $1316-$1314 area, which must be contained to avert additional weakness into the area of the rising 50 DMA, now at $1295.
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Thursday, October 28, 2010
Gold vs Bonds / Commodities / Gold and Silver 2010
By: Nick_Barisheff
Most investors have a deep-seated belief that bonds are a safe investment while gold is risky and volatile. If we explore this belief with an open mind, however, we will find that gold, not bonds, offers vastly superior wealth protection.
The 2008 financial crisis saw an unprecedented move out of equities and into bonds as investors looked for a safe haven, one that would protect their portfolios. Relatively few investors chose to move into gold. This is curious because gold, unlike bonds, is an asset class that has a negative correlation to financial assets, thus providing the greatest diversification as well as protection from inflation and currency crises.
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Thursday, October 28, 2010
Gold Rallies, Dollar-Correlation Eyed as Irish and Greek Bonds Hit by Deficit Fears / Commodities / Gold and Silver 2010
By: Adrian_Ash
INTERNATIONAL WHOLESALE prices for gold bullion rallied almost 1% from yesterday's four-session low in London on Thursday, reaching $1333.50 per ounce as European stock markets rose – along with the Euro – despite a fresh plunge in "peripheral" Eurozone bond prices.
Crude oil ticked back above $82 per barrel. Silver prices held steady around $23.75 per ounce after an "extremely volatile" session on Wednesday in the words of one London trader.
Thursday, October 28, 2010
Gold Slumps as Palladium Rises on Supply Concerns Could Soar to over $1,000/oz / Commodities / Gold and Silver 2010
By: GoldCore
Gold fell 1.1% yesterday and silver by 1.5% as expectations regarding the scale of QE2 were eased back to the $1 trillion to $2 trillion mark and assertions that the money printing would be done on a more gradual basis eased concerns. The dollar's weakness today is leading to tentative strength in the precious metal markets.
Thursday, October 28, 2010
Fuzzy Silver, What's Next for SLV ETF? / Commodities / Gold and Silver 2010
By: Bob_Clark
Sometimes the picture is not clear. This type of trading environment is what separates the men from the boys. Risk management is not well understood, but it is vital to successful investing and trading.
The precious metals markets are correcting as expected. Commodities in general and the metals in particular have seen a "love in" that would make Woodstock blush. So now what?
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Thursday, October 28, 2010
The Silver Sleuth from Big Gold / Commodities / Gold and Silver 2010
By: Jeff_Clark
Jeff Clark, Senior Editor, BIG GOLD writes: We once had an ongoing series in BIG GOLD called, "1001 Reasons to Own Gold." The idea was that there were so many valid reasons to own the metal that I wanted to track and report on them. If you've been invested in the precious metals arena, you know there have been a myriad of bullish indicators for silver this year as well.
Here's a couple new reasons to own silver that a lot of mainstream investors probably aren't aware of…
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Thursday, October 28, 2010
Gold Breakout vs. Corporate Bonds / Commodities / Gold and Silver 2010
By: Jordan_Roy_Byrne
Since the financial crisis in 2008, it is undeniable that precious metals have been the best performer. One would assume that market participants have been piling into Precious Metals. Certainly some money has moved into the sector, smartly anticipating the continuance of a major bull market and looming severe inflation in the next several years. Yet, most funds have moved into fixed income (corporate bonds and treasuries) as the chart shows.Read full article... Read full article...
Thursday, October 28, 2010
Rising Gold Price Under Pinned by Large Funds Hedging Strategies / Commodities / Gold and Silver 2010
By: The_Gold_Report
Managing Director Tan Khandaker, of New York-based Khandaker Morgan, thinks gold hedging strategies by large funds will underpin a rising gold price at least for the next few years and perhaps beyond. Tan also sees junior gold companies as the best way to leverage rising gold prices. Khandaker Morgan has built an index of junior miners with near-term catalysts for growth, and it's up about 15% since March. In this exclusive interview with The Gold Report, Tan presents some of his favorite names from his exclusive index.
Wednesday, October 27, 2010
How Second Rate Silver Brings First Rate Returns / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
Silver has dominated the commodity and precious metals explosion through 2009 and 2010 with returns that meet and exceed any other precious metal. However, why is silver still a top investment? For two very important reasons: its volatile supply and its stance as gold's little brother.
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Wednesday, October 27, 2010
Will 'Megatons To Megawatts' Solve The Uranium Supply Pinch ? / Commodities / Uranium
By: Andrew_McKillop
MEGATONS TO MEGAWATTS
World uranium supply deficit, currently running at about 12 500 to 15 000 tons (2010 mine and supply forecasts relative to demand forecasts), or about 20 percent, is covered from sources especially including stocks held by mining companies, power plant operators and builders. This massive deficit is also partly covered, perhaps by 4 000 tons of uranium equivalent per year, with recycled and diluted highly radioactive wastes including plutonium that are converted to so-called MOX fuel (Mixed OXide), almost exclusively in France and the UK.
Wednesday, October 27, 2010
Crude Oil Rally Halted as U.S. Dollar Gains / Commodities / Crude Oil
By: LiveCharts
Gains in the dollar have put a brief halt in a three-day run of gains in oil prices. Benchmark crude oil scheduled for December delivery currently (October 27) trades at $81.73 in early New York NYMEX trade.
Current crude oil prices mark an 82 cent decline from Tuesday’s settle price on the New York Mercantile Exchange.
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Wednesday, October 27, 2010
Gold Tight Supply to Complement Robust Demand / Commodities / Gold and Silver 2010
By: Mike_Stall
In an earlier article, we have established a robust outlook for precious metals’ demand in the long term. With the outlook on demand remaining upbeat, an analysis of the supply side will complete a fundamental study of the metals space. Generally, oversupply kills any optimism that strong demand creates. What is of more importance to investors is the demand supply gap rather than demand alone, as this is the prime determinant of long term prices.
Wednesday, October 27, 2010
Gold Falls on Cautious QEII Report, Silver Spike Manipulation Statement / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD slipped back to last week's finish below $1330 an ounce in London on Wednesday, as the US Dollar rallied after a Wall Street Journal report said the Federal Reserve will be more cautious-than-expected in next week's hotly-anticipated asset purchase program – also known as QEII.
Crude oil contracts fell for the first time since Friday. Emerging-Asia stock markets lost 0.8%.
Wednesday, October 27, 2010
Silver Robust as CFTC Commissioner Alleges Price Manipulation / Commodities / Gold and Silver 2010
By: GoldCore
While gold fell marginally yesterday (down 30 cents) on dollar strength, silver rose by over 1% (by 28 cents to $23.81/oz) after a senior CFTC Commissioner alleged that major silver market participants were involved in manipulation and suppressing the silver price. Overnight and this morning there has been weakness in equity markets internationally and in commodity markets with suggestions that risk aversion may have picked up ahead of the FOMC decision next Wednesday.
Wednesday, October 27, 2010
Surging Corn Prices Making Hay for Commodities Producers / Commodities / Agricultural Commodities
By: Money_Morning
Jason Simpkins, writes: Corn prices have surged more than 70% since May and could rise even higher in coming weeks. Prices will remain elevated for at least the next year, perhaps even testing their 2008 record high of $7.65 a bushel. That will likely mean higher food prices across the board for at least the next year.
Money Morning predicted in May that after falling below $3.50 per bushel in March, corn prices would surge higher than $6 by the end of the year. That forecast has proven prescient, as corn rose to a two-year high earlier this month.
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Wednesday, October 27, 2010
How Far Will Silver Fall? That Could Depend on the Stock Market / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
China is the world’s largest producer of gold, but it has plenty of other precious metals and rare minerals as well. Some in the world are already worried about so much power concentrated in one place.
A Bloomberg Report this week stated that silver exports from China, one of the world's largest, may drop about 40 percent this year as domestic demand from industry and investors climbs. China is the third-largest producer after Peru and Mexico. It is expected that reduced exports will boost prices. Industrial applications for silver, including electrical conductors and batteries, represent about half global demand. Silver has rallied 44 percent this year, outperforming gold and copper.
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Wednesday, October 27, 2010
Gold’s Performance Continues to Lag the Global Stock Markets / Commodities / Gold and Silver 2010
By: Lorimer_Wilson
Nu Yu writes: Gold and silver have had a sharp move downward in response to China’s first interest rate hike last week while the stock market continues to move forward begging the question:
“Is gold decoupling from the stock market?”
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Wednesday, October 27, 2010
Approaches to Investing in Gold and Silver / Commodities / Gold and Silver 2010
By: Arnold_Bock
It is genuinely amazing that so many economists and investment professionals continue to promote “business as usual” investment advice. Their clients will surely pay a steep price for this “head in the sand” approach to investing. Here’s why.
Wednesday, October 27, 2010
Natural Gas, Theres Always a Bear Market Somewhere to Accumulate Into / Commodities / Natural Gas
By: The_Energy_Report
Rick Rule has mastered his fear. A renowned resources investment manager, Rick likes underdog sectors that have fallen out of favor with the wider investment world and has the fortitude to hold those stocks through volatility. In this exclusive interview with The Energy Report, Rick explains why he likes the pummeled natural gas sector and why he hopes he loses money on his sizable bullion holding.
The Energy Report: I attended your speech at the recent Casey Conference, wherein you professed a love of bear markets because everything is cheap. Can you explain further?
Tuesday, October 26, 2010
Gold in a Low-Inflation Environment, Part II / Commodities / Gold and Silver 2010
By: Adrian_Ash
"There is too little money in the economy." – Bank of England governor Mervyn King, 19 October 2010
SO the FEDERAL RESERVE is dead-set on creating inflation, and it's plain to see why.
Household debt in the US now stands so large, paying it down to 2001 levels – as a proportion of income – would require a drop in consumer spending of $2.7 trillion, some 18% of this year's gross domestic product. Deleveraging to 1990 levels of gearing (again, a then-record at the time) would cost US households $3.5 trillion, well over a quarter of their 2010 incomes.
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