Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
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.
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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.
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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.
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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.
Monday, March 14, 2011
Japanese Earthquake Impact on Rhodium Trading / Commodities / Rhodium
By: Ned_W_Schmidt
RHODIUM TRADING THOUGHTS is about timely and profitable trading of precious metals. We do not believe every turn in the market can be called. Our goal is that our recommendations should be profitable. Profits are the goals, not trades. Do not expect all recommendations to be profitable. No system can achieve that lofty goal. Our goal is simply to state whether conditions for a metal are favorable or not. Buy signals are issued when appropriate. These signals are generally speaking for day they are issued. If price remains below signal price, buying can be done. Do Not Buy signals are given when market is over bought, and buying is unwise. Blue triangles indicate an over bought condition. These would not be good times to buy, so they are labeled Do Not Buy. Software is not showing complete legend, for some reason.
Monday, March 14, 2011
Gold and Silver Price, Beware What You Read! / Commodities / Gold and Silver 2011
By: Julian_DW_Phillips
It has become a media tradition for moves in the gold price to be related to some political event or a civil war or a major tragedy such as the earthquake in Japan, when the events have a negligible effect on those markets. We find it unfortunate that this happens because it is misleading. For instance, this morning we were informed that the gold price had risen in the dollar, because of Japan's earthquake and tsunami. In fact it was almost entirely accounted for by the fall in the dollar against the euro. The gold price shows its market movements most clearly in the euro, not in the U.S. dollar. A glance across the euro gold price of the last week reinforces that statement, whereas the gold price in the dollar clearly shows the movements in the euro plus the moves of the U.S. dollar against the euro.
Monday, March 14, 2011
Why Gold and Silver Stocks Are Positioned to Soon Move Much Higher / Commodities / Gold and Silver 2011
By: GoldRunner
I am at a loss for words (something that rarely happens to me) as to why so many in the Precious Metals Sector have become so negative at this juncture in this Historic Precious Metals Bull Market. No doubt, many have “2008-itis”, thinking that the Dow is going to crash. Of course, that has been the daily mantra since the top in 2000, hasn’t it?
Monday, March 14, 2011
Gold Up, Commodities Down as Tokyo Shares Plunge on Post-Tsunami Economic Fears / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF GOLD leapt at the start of Asian trade on Monday, gaining 1% as engineers in Japan fought a third potential meltdown at nuclear reactors hit by last week's catastrophic tsunami.
With at least 10,000 people thought dead, the Nikkei stock index shed more than 6% and the Bank of Japan offered a one-day record of ¥15 trillion ($184bn) to the Tokyo money market.
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Monday, March 14, 2011
The Rule of Gold After the Financial Collapse / Commodities / Gold and Silver 2011
By: Submissions
James Hunt writes: In a secular world, the operative “Golden Rule” is “He Who Has the Gold Makes the Rules”. The condition of the global financial banking system is untenable. The aggregate amount of debt worldwide is anyone’s guess. The introduction of derivatives and counter claims pushes the chain of obligations into the unknown. All that is left is for central banks to create mountains of uninterrupted counterfeit money to roll over and delay the inevitable. The IMF chart of World Currency Reserve is a skyrocket line to oblivion. It does not reflect a healthy stockpile of treasure, but certainly manifests a new debt machine running to infinity.
Monday, March 14, 2011
Japan Risk of Nuclear Catastrophe after Explosion Impacts Financial Markets / Commodities / Gold and Silver 2011
By: GoldCore
The world is still coming to terms with the terrible tragedy in Japan. A second explosion at the Fukushima nuclear reactor overnight and Pentagon reports of radiation being detected 60 miles away from the reactor suggest widening nuclear contamination leading to concerns of a nuclear catastrophe.
Monday, March 14, 2011
Australian Gold Stocks Sector Dynamics / Commodities / Gold & Silver Stocks
By: Neil_Charnock
Australian gold stocks do not generally move up or down as a group in sequence. This presents both opportunity and an additional challenge for investors in this sector. To further complicate this dynamic the price of gold does not necessarily dictate the short term price movements in gold stocks. At times gold leads the stocks up and down - gold stocks can also lead the way.
Monday, March 14, 2011
What the End of QE2 Means for Gold / Commodities / Gold and Silver 2011
By: Q1_Publishing
In the last six weeks gold has erased all the losses from the short-lived correction. Gold is back setting new all-time highs and silver is up more than 30% in the past six weeks.But as precious metals are adding to their gains, there are a lot of perceived headwinds coming for gold in the months ahead.
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Sunday, March 13, 2011
Japan Earthquake: Impact on Crude Oil, Fuel and Nuclear Power / Commodities / Crude Oil
By: Dian_L_Chu
A 9.0-magnitude earthquake rocked Japan on Friday March 11, prompting a 30-foot tsunami slamming the country's northeast coast. Media reported that one major oil refinery was caught fire while nearly a dozen nuclear plants were shut down leaving Millions of buildings around Tokyo without power.
Sunday, March 13, 2011
Gold Reversal Ahead? / Commodities / Gold and Silver 2011
By: Merv_Burak
Over the past several days gold has been hitting all time highs BUT the momentum indicator was telling us that the move was on greatly diminished strength. Reversal Ahead?
Sunday, March 13, 2011
Crude Oil Prices And The Japanese Disaster: The Herd Got It Wrong / Commodities / Crude Oil
By: Andrew_McKillop
JAPAN'S OIL DEMAND WILL BOUNCE BACK
Friday 11th trading on the US Nymex and to lower extent on the London ICE was driven by a quick sentiment-driven response to breaking news of the Japanese disaster. Refineries were on fire, ports were closed and cars, buses and trucks were floating like jetsam, in the raging tsunami. Oil traders surmised that Japan's oil demand and its import draw on world supply were both set to fall and prices were sharply marked down through the day.
Sunday, March 13, 2011
In the Silver Pit No One Can Hear You Screaming / Commodities / Gold and Silver 2011
By: Jesse
The Bankmistress and her merry band of pranksters threw a major hissy fit this morning, smacking down the precious metals sector and related trades, like the miners, to such an extent that I put out a special notice about what I was seeing in the markets. In fear and trembling I actually stepped in and bought position in size and leverage more than ordinary, since the miners had been discounted so badly, even given the decline in the equity markets which also seemed like a trading gambit. It seems like a no-brainer now, but let me assure you at the time it seemed a bit wanton, falling knife-wise.