Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, March 12, 2011
The Commodity Price Rollercoaster and the CRB Golden Ratio Failure / Commodities / CRB Index
By: David_Knox_Barker
Commodity prices have been on a rollercoaster ride as central banks have pumped trillions in liquidity into the global system, trying to prevent a deflationary long wave debt collapse from delivering the economic coup de gras, and driving the global economy into a natural Kondratieff (aka Kondratiev) long wave winter season bottom. Commodities are the ingredients of global economic production; they go into almost everything you buy. Investors in commodities, stocks, bonds and gold should all take note of the most powerful resistance line the CRB Index has encountered since the 2009 bottom.
Saturday, March 12, 2011
Richard Russell Says Gold is the Safest Currency / Commodities / Gold and Silver 2011
By: Casey_Research
Speaking at the Casey Research Gold and Resource Summit, Richard Russell told the audience, “I’d feel much better holding everything I own in gold. Holding dollars means holding a depreciating asset and I feel much more confident holding gold.” He went on to say, “The good part about gold is it can’t go bankrupt and it’s very hard to manipulate gold because it’s international. I know the Fed would love to manipulate gold but it can’t control it because it’s traded all over the world, every hour of the day and night.” We’ve got these highlights and more from a Q&A with Richard Russell in the video below.
Saturday, March 12, 2011
A Comeback for Gold Backed Money? / Commodities / Gold and Silver 2011
By: Casey_Research
Andrey Dashkov, Casey Research writes: Several legislative initiatives caught our attention recently. All of them are related to the monetary role of gold and range from proposals to return to the gold standard, to minting gold and silver as an alternative currency, to having all state transactions carried out in gold and silver coins, to permitting citizens to run their own mints.
Read full article... Read full article...
Saturday, March 12, 2011
Crude Oil, Gold, and Silver – Important Timing Connection? / Commodities / Gold and Silver 2011
By: Przemyslaw_Radomski
Recent developments in precious metals space raise series of questions in terms of sustainability of yellow and white metal moves in the foreseeable future. In order to gauge near-term precious metal moves, investors track precious metals’ relationship between currency fluctuations, stock market influence and crude oil prices. In this essay we would like to provide you with our thoughts regarding crude oil.
Saturday, March 12, 2011
Expect Silver to Keep on Sizzling / Commodities / Gold and Silver 2011
By: The_Gold_Report
Sprott Money executives Eric Sprott (chairman) and Larisa Sprott (president), sing the praises of the "poor man's gold" in this exclusive interview with The Gold Report. "All the data supports the thesis that silver is undervalued," says Eric—who serves as chairman of Sprott Inc., as well as CEO, CIO and senior portfolio manager of Sprott Asset Management LP. "We'll certainly see a three-digit price," he adds. Larisa explains how the company's business model differs from others in the space and reveals plans to open Sprott Money USA within the year.
Saturday, March 12, 2011
Gold and Silver Still U.S. Dollar Dependent / Commodities / Gold and Silver 2011
By: Bob_Kirtley
Despite the troubles in the Middle East and its ramifications for oil prices the real driving force behind both silver and gold prices is still the US Dollar. The inverse relationship remains intact and as the dollar tries once again to get some traction, gold and silver prices are capped.
Saturday, March 12, 2011
Crude Oil prices drop below $100 on Japan Earthquake and OPEC / Commodities / Crude Oil
By: LiveCharts
A major 8.9 earthquake and tsunami struck Japan overnight in the United States, Friday afternoon in Northeast Asia.
Japan is the third largest consumer oil and the emotional response from speculators quickly knocked light sweet crude futures below $100. In early Friday morning New York NYMEX trade, crude futures are worth $100.05 per barrel
Read full article... Read full article...
Saturday, March 12, 2011
Investor Portfolio Preparation for Hyperinflation, Assets for Protection and Profit / Commodities / Gold and Silver 2011
By: DeepCaster_LLC
ldquo;Paper money eventually returns to its intrinsic value – ZERO” Voltaire, 1729
“Happy days are here again! Stock markets are strong, company profits are up, bankers are making record profits and bonuses, unemployment is declining, and inflation is non-existent. Obama and Bernanke are the dream team making the US into the Superpower it once was.
Read full article... Read full article...
Saturday, March 12, 2011
Silver Tops / Commodities / Gold and Silver 2011
By: Zeal_LLC
After soaring 35% in just 6 weeks, silver has driven trader enthusiasm to a fever pitch. Naturally after such a magnificent surge to new multi-decade highs, silver bullishness is off the charts. Expectations for continuing near-parabolic gains are nearly universal, with ebullient commentators coming out of the woodwork to predict spectacular near-term price targets.
Friday, March 11, 2011
Gold Sold to Raise Cash as Tsunami Hits Stocks and Oil / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE of gold held at 10-session lows against the Dollar in London on Friday as world stock markets fell – and the US currency rose – after a powerful tsunami hit the Japanese coast north of Tokyo.
Japanese savers saw gold prices fall hard, losing 2.6% from this week's new three-decade highs, despite a drop in the Yen.
Friday, March 11, 2011
The Constraints on Silver Supply / Commodities / Gold and Silver 2011
By: Casey_Research
At the Casey Research Gold and Resource Summit, Bob Quartermain spoke about the constraints facing silver supply today, “Mine supply doesn’t meet demand and in many of the new applications silver isn’t being recycled, so it’s not going to come back into the scrap supply chain... We’ll have to go out and find new mines or new sources for silver; and that can only speak to higher prices.” We’ve got the highlights of his speech in the video below.
Friday, March 11, 2011
As China grows bigger, implicit risk for commodities goes up / Commodities / China Economy
By: Submissions
Jan Kaska writes: This may sound counterintuitive, but we believe that as China grows bigger, it poses the biggest risk to commodities. No doubt, over the long term, commodities should remain structurally well bid as emerging Asia and developing countries will continuously have to tackle the infrastructure gaps. For example, countries like India and Indonesia have a lot of catch-up to do. Or recall Africa, where the Chinese have to build roads and ports first in order to obtain access to untapped reserves of valuable minerals. And China itself is not done with infrastructure in its homeland by any means as the Western provinces are still stuck deep in poverty.
Friday, March 11, 2011
Undiscovered Energy Gems Sparkle in Uranium and Coal / Commodities / Energy Resources
By: The_Energy_Report
As an investment option, uranium glows brightly for Siddharth Rajeev, vice president and head of research at Fundamental Research Corp. He also favors coal and explains why size matters when it comes to potash in this exclusive interview with The Energy Report.
The Energy Report: When you last talked with The Energy Report, you were more bullish on the uranium price than any other commodity. Since then, the price of yellowcake has gone from about $50/lb. to just under $70/lb. Is there much upward momentum left in uranium?
Friday, March 11, 2011
Gold and Silver Profit Taking At New Highs / Commodities / Gold and Silver 2011
By: Jeb_Handwerger
Gold (GLD) is breaking into new 52 week highs and silver (SLV) is at its highest point in more than thirty years as Libya one of the largest oil producers faces a civil war. Libya is not following Tunisia and Egypt with a somewhat moderate transition. This revolt has been extremely violent and bloody. A lot of the fear at the moment is if protests spread to Saudi Arabia. Already there are reports of police opening fire on protestors and banning peaceful protests. This could be a game changer.
Read full article... Read full article...
Thursday, March 10, 2011
Silver May Rise to $40/oz in March on Tight Supply / Commodities / Gold and Silver 2011
By: GoldCore
Risk aversion has returned with equity markets internationally under pressure after the Spanish downgrade and continuing geopolitical tension. Gold and silver have taken a breather and are lower in all currencies today. A correction is well overdue but the technicals and fundamentals would suggest that any sell off may again be short and shallow.
Thursday, March 10, 2011
Gold & Silver Hit 1-Week Low "on Euro Fears" / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF BOTH gold and silver bars fell hard against the Dollar in London on Thursday, dropping to 1-week lows – as did the single Euro currency – after the Moody's rating agency downgraded Spanish government bonds and China reported a surprise trade deficit for Feb.
Brent crude oil dropped more than $2 per barrel. World stock markets lost over 1.2%, with London's FTSE-100 falling to a 5-week low.
Thursday, March 10, 2011
Crude Oil's March Madness a Boost for Refiners / Commodities / Oil Companies
By: Money_Morning
Frank Holmes writes :
March Madness is still a few weeks away for college basketball fans, but the madness of March is in full swing for the oil sector. Turmoil in the Middle East sent oil prices up more than 6% last week - following a 5.2% gain in February. We also happen to be entering a time of year that has historically been good for energy prices and energy equities in recent decades.
Thursday, March 10, 2011
The Coming Global Commodities Crisis / Commodities / Commodities Trading
By: Clif_Droke
The last few weeks has seen a startling rise in fuel and food prices. This has been a key contributor to the political and economic instability overseas; it’s also paving the way for an even bigger crisis for the U.S. and the world economy by 2012. Indeed, the oil price has been on a rip-and-tear largely owing to the Middle East crisis. The fear and uncertainty overhanging North Africa and the Middle East has also benefited the gold price. Our favorite gold proxy for instance, the SPDR Gold Trust ETF (GLD), recently made a new high and is still above its key immediate-term trend line.
Read full article... Read full article...
Thursday, March 10, 2011
Gold and Silver Parabolics 2011 / Commodities / Gold and Silver 2011
By: John_Townsend
As you will discover from the charts and information in this article, the previous three gold and silver parabolics (2004, 2006 and 2008) had a common characteristic. Each exhibited a midpoint consolidation - a resting place that separated the character of the first half and second half of the parabolic move. This observation is particularly relevant at this time, as both gold and silver have presently completed this midpoint consolidation and are already on their way to concluding the 2011 parabolic.
Thursday, March 10, 2011
Will The U.S. Ever Become a Net Exporter of Natural Gas? / Commodities / Natural Gas
By: Dian_L_Chu
David Alton Clark writes: US producers of natural gas, Liquefied Natural Gas (LNG), and oil like Chesapeake Energy (CHK) continue to drill the Eagle Ford Shale and other unconventional plays when natural gas prices are at depressed levels.