Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Sunday, February 20, 2011
Silver Showing Amazing Strength / Commodities / Gold and Silver 2011
Silver has shown amazing strength in recent weeks, surprising even its staunchest advocates by making light work of recovering the ground lost in the January reaction, and even went as far as to break out to new highs late last week, hugely outperforming gold in the process, which not unnaturally has silver bugs *****-a-hoop. We were looking for a big rally in the last update posted at the end of January and we have not been disappointed.
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Saturday, February 19, 2011
Gold and Silver Sell Targets / Commodities / Gold and Silver 2011
Below is a picture of a dog. In order to simplify this discussion in such a way those even Silver momentum traders might understand it, we have placed a circle around the approximate location of the dog's brain and a rectangle around the tail. At this point, we should all be together.
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Saturday, February 19, 2011
Gold Producers Takeovers Talk / Commodities / Gold and Silver 2011
Michael Fowler is a senior mining analyst with Loewen, Ondaatje, McCutcheon in Toronto and he was more than willing to speculate on potential takeovers in this exclusive interview with The Gold Report. "All of these gold producers are going to be active in the mergers and acquisitions (M&A) market. They are going to acquire because there's a huge amount of cash on their balance sheets," he says. Michael also talks about some undervalued names in his coverage universe, including one junior he thinks could climb 210% before year-end.
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Saturday, February 19, 2011
GOLD RED ALERT: U.S. Government Plans Confiscation of Gold and Silver This Year / Commodities / Gold and Silver 2011
Sherrie writes: I received an email with the words "RED ALERT". I received this from someone heavily involved and an expert in the metals and mining. I highly respect both men involved, as they know and always telling the truth about what is happening in the world of metals.
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Friday, February 18, 2011
EGYPT: Placebos, Protests and Gold and Silver Breakouts / Commodities / Gold and Silver 2011
We are constantly being advised that the Egyptian Military has the situation under control. As the situation develops it is becoming increasingly apparent that there is something wrong with this picture. The military and the media assures us that the morganatic wedding between the Generals and the Masses will proceed as scheduled. As the old song goes, "its time to wind up the masquerade...the piper must be paid." Is Iran sailing through the Suez sending a message of who may be trying to gain power during this chaos?
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Friday, February 18, 2011
Gold and Silver Rally is Not Over Yet / Commodities / Gold and Silver 2011
As per the World Gold Council, precious metals demand will stay high this year with growing Indian and Chinese appetite for the yellow metal, but fresh buying in developed markets of jewelry will depend on economic outlook. At this juncture, market news suggests positive momentum for precious metals. Investment and industrial demand are set to witness an upsurge in the upcoming months. Let’s have an outlook on the present status of precious metals market.
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Friday, February 18, 2011
Can The Middle East 'Revolutions' Affect The Gold Price? / Commodities / Gold and Silver 2011
When the Tunisian, then the Egyptian revolutions succeeded we were all surprised. Many believed that at last democracy had won in the Middle East. When the King of Jordan changed his government a feeling of contagion set in. Then we heard of riots in Yemen, Libya, Bahrain, Iran and we now look at the entire Middle East as ripe for contagious revolutions.
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Friday, February 18, 2011
Gold Bull Market Big Picture, Time for a Rest / Commodities / Gold and Silver 2011
If we had to pinpoint a time during the last 10 years when the gold price broke out into a full on bull market, it was in 2005 when the $500 level was clearly broken. That was a key level at the time and this break out coincided with the launching of gold's ETF, GLD.
It was also clearly a break away from the dollar as gold began jumping up in all currencies. This is when the bull market started heating up and gold never looked back until it surpassed the 1980 record high in 2008.
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Friday, February 18, 2011
Insider Report: U.S. Government Will Confiscate Gold When It Touches $2000 / Commodities / Gold and Silver 2011
It’s no secret that the US government is broke, the US dollar is crashing and losing credibility globally, and the IMF, China, France and others have publicly stated their desire to eliminate the dollar as the world’s primary reserve currency. The IMF, for example, recently issued a call to replace the Federal Reserve’s fiat paper, ironically suggesting that it should be replaced with yet another synthetic instrument known as the SDR, or Special Drawing Right.
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Friday, February 18, 2011
Silver Hits 31 Year High, Gold Could Easily Break Above $1500 / Commodities / Gold and Silver 2011
THE PRICE OF GOLD slipped from new 5-week highs in lunchtime London trade Friday, easing back from $1388 per ounce as silver edged down from its highest level in 31 years.
Euro and UK stock prices fell, as did government bonds, after a senior European Central Bank member said record-low interests must "be monitored and, if needed, corrected."
Friday, February 18, 2011
Copper Pushing Against Long Term Channel Resistance / Commodities / Commodities Trading
New uptrend highs in Copper have been seen in 2011 and the next interesting long term resistance has now been reached. We await reaction around here, looking for bull fatigue clues on the Daily chart.
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Thursday, February 17, 2011
Spare Cash? Park It in Uranium / Commodities / Uranium
BMO Capital Markets Mining Analyst Ed Sterck projects a very moderate $60/lb. uranium price in 2011, but that shouldn't stop you from investing in the uranium space. "This is a sector that is very prone to sentiment and, at the moment, the sentiment is building toward the possibility of a price spike," he says. He also expects to see more M&A activity in the sector, particularly among uranium juniors with reasonably priced projects. Read on to find out which companies Ed likes in this exclusive interview with The Energy Report.
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Thursday, February 17, 2011
Gold and Silver Bullion Bottleneck or Supply Deficit? / Commodities / Gold and Silver 2011
Jeff Clark, BIG GOLD writes: There have been numerous reports of bullion shortages in many parts around the world, along with rising premiums. And the two explanations - we're running out of gold! and, it's just a manufacturing bottleneck - are at odds with one another. So, who's right?
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Thursday, February 17, 2011
Gold Rises, Physical Demand Due to Inflation and Low Interest Rates, Not Middle East Crisis / Commodities / Gold and Silver 2011
THE PRICE OF GOLD continued rising for US investors on Thursday, finishing the day in London at a five-week high of $1383 per ounce as world stock markets held flat and the Dollar slipped on the currency market.
Developed-world government bonds ticked higher, as did crude oil prices, as Libya became the latest Middle Eastern country to see protests against its government on Wednesday, joining Algeria, Iran, Jordan and Morocco, as well as Tunisia and Egypt, which have already seen their long-time regimes fall.
Thursday, February 17, 2011
Gold Phenomenon Surging Demand, Chinese Voracious Demand for Silver / Commodities / Gold and Silver 2011
Israeli comments led to dollar weakness and gold, silver and oil rallying yesterday. The Israeli government described the Iranian warships move into the Suez canal as a “provocation” and hinted at a possible response.
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Thursday, February 17, 2011
India's Gold Demand Beggars Belief / Commodities / Gold and Silver 2011
Despite prices rising 338%, global gold demand in 2010 was like the decade-long bull run hadn't got started...
WESTERN SAVERS hoping to defend their standard of living as global incomes converge take note.
Thursday, February 17, 2011
Money Flows, Where Will It Go? / Commodities / Inflation
The price of money is rising, especially as it relates to time. With inflation fears growing and governments local and federal looking toward record deficit and financing requirements, strain is beginning to take its toll on the bond markets. Treasuries are rising, and muni bonds, which are generally very slow in their price action, have reached peak volatility.Read full article... Read full article...
Thursday, February 17, 2011
Silver Backwardation, What Everyone is Missing / Commodities / Gold and Silver 2011
Prudent investors make wise markets: this should be the quote above every trading desk. The enemy of the hedged investor is not wild markets, nor bearish markets; it is their own emotions.
With silver prices reeling to highs we haven’t seen since the 1980s, every piece of information has earned some urgency. Immediately, the world attempts to decipher new developments and information as if there is some sort of end of the world scenario looming below.
Wednesday, February 16, 2011
How Much More Demand Can Silver Handle? / Commodities / Gold and Silver 2011
Jeff Clark, BIG GOLD writes: The numbers for silver demand are starting to make some market-watchers nervous. The U.S. Mint sold over 6.4 million silver Eagles in January, more than any other month since the coin’s introduction in 1986. China’s net imports of silver quadrupled in 2010, to 122.6 million ounces, roughly 13.7% of global production. Meanwhile, mine production can’t meet worldwide demand; the only way demand gets fulfilled is from scrap supply.
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Wednesday, February 16, 2011
Investors Accumulate Gold but Be Cautious on Silver / Commodities / Gold and Silver 2011
Why is Silver continuing to outperform Gold? The Silver/Gold ratio tends to lead or follow the stock market. Risk assets are outperforming. Silver is outperforming Gold as a risk asset. It is not outperforming for monetary reasons. That occurs when both Gold and Silver advance but Silver outperforms Gold. This is one of several reasons why bugs should be wary of Silver in the near-term.
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