Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, February 09, 2011
Gold at EUR1,000/oz - Strong Physical Demand Leading to Illiquid Conditions / Commodities / Gold and Silver 2011
Gold and silver are marginally lower against most currencies after yesterday’s 1% and 3% rise respectively. Gold rose above €1,000/oz again yesterday and remains just below the €1,000/oz level today despite the euro being stronger versus other currencies. Silver is back above the important $30/oz psychological level and €22/oz.
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Wednesday, February 09, 2011
Investing in Water: How to Profit From the World's Most Precious Commodity / Commodities / Water Sector
Larry D. Spears writes: 2010 was the year of the commodity. Gold prices soared, copper hit record highs, oil again marched towards $100 a barrel, and many agricultural products doubled in value.
Yet hardly a word was spoken about the world's most precious commodity - water.
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Wednesday, February 09, 2011
Critical Times for Access to Critical Metals / Commodities / Metals & Mining
Access to sources of real-world critical metals is in serious jeopardy. A variety of experts gathered recently in Vancouver to learn more about the reasons we're at risk and what we can do about it. Join The Gold Report as we venture into the complex, complicated, cloudy, uncertain, conflicted world they explored.
The same issues that have jolted U.S. officials awake to awareness about the nation's vulnerabilities in the supercharged atmosphere of the critical metals space drew an eager, attentive audience to the world's first-ever Critical Metals Investment Symposium, sponsored by Cambridge House, a Vancouver-based producer of resource investment conferences.
Wednesday, February 09, 2011
Gold, Silver, and Rare Earth Metals / Commodities / Commodities Trading
Which has the strongest trend right now?
In today's video we will be looking at the gold market, analyzing the silver market, and finally, checking into the rare earth market.
Before you look at the video, you may want to consider doing this as an exercise: Write down which market has the strongest trend - up or down. Then rate the markets. Number 1 ……..Number 2 …….Number 3 ……. Once you see the video it will become clear to you how we rate these markets. It might surprise you. p>
Wednesday, February 09, 2011
Fiat Currencies Are Worthless, Hold Commodities / Commodities / Commodities Trading
Kevin Bambrough founded Sprott Resource Corp. in 2007 to take advantage of a future in which he believes trust in paper currencies will diminish. The idea is to invest in natural resources, including precious metals, energy and agriculture, which represent tangible value from which investors will benefit as necessities become more precious. Unlike closed- or open-end mutual funds, the business is a corporation that can buy private equity to ultimately sell, spin out or even take an active investor approach through majority ownership in publicly traded companies. The company also looks for distressed deals. In this exclusive interview with The Energy Report, Kevin and Sprott COO Paul Dimitriadis share their investment philosophy and ideas on how to protect wealth.
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Wednesday, February 09, 2011
Crude Oil Trend Remains Positve / Commodities / Crude Oil
Oil prices have pulled back recently triggering suspicion that this movement is the start of a deeper correction. In reality, the supportive trends from key securities indicates just the opposite. Oil prices remain in a solid upward path.
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Wednesday, February 09, 2011
Gold May Outshine Silver in the Medium Term / Commodities / Gold and Silver 2011
Political as well as economical developments around the globe, especially in the Middle East, have affected the commodity markets during the previous week. Notwithstanding the uncertainty associated with the social illness, a strong demand has supported the precious metals. Talking about the reasons, Chinese New Year celebrations top the discussions. The growth in demand is being attributed in part to Chinese families giving each other gifts of gold instead of traditional red envelopes filled with cash. Fears of inflation have also driven demand for gold.
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Wednesday, February 09, 2011
Eye on FCX as Gold and Silver Shine / Commodities / Gold and Silver 2011
Increasingly, my near-term work is bullish on Freeport McMoran Copper & Gold (NYSE: FCX) as it moves in a sideways triangular consolidation. If the sharp upmove in the precious metals is for real, FCX must participate. If it fails to climb with gold and silver continuing to strengthen, then I will view its divergence as a major warning signal about the miners as well as the underlying upmove in the bullion.
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Wednesday, February 09, 2011
Gold Will Outperform After Stocks Peak / Commodities / Gold and Silver 2011
At the end of December we posted a commentary titled “Three Things that could Halt Gold’s Run.” We theorized that strength in conventional markets pressures Gold. When stocks perform well, mainstream gurus and stock jocks can ignore Gold. Here is a snippet of our comment:
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Tuesday, February 08, 2011
Are Gold And Silver Prices Going To Turn Up? / Commodities / Gold and Silver 2011
As we write, the gold price is at $1,364 having bounced off support at $1,324. It is now consolidating, so we have to ask is it about to return to an upward movement longer-term? If it is just consolidating before another strong drop we need to know because it could mean that the long-term upward trend will be broken. For sure the gold market has moved into one of those high risk areas where one expects a sudden and a strong mover, either way. But if it is going to rise, then we are at the point where we should be entering or re-entering the market. The trader may well find himself taking a 'spreading' position and the medium or long-term investor must decide to go in or stay out. The Technical picture is not as conclusive to them as they would like, so they may only enter once they see a clear direction. What process should an investor go through when a market is in this condition?
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Tuesday, February 08, 2011
Gold Hits 3-Week High as China Raises Rates, Silver "Outperforms" / Commodities / Gold and Silver 2011
THE PRICE OF GOLD jumped to 3-week highs Tuesday morning in London, rising as world stock markets stalled and commodity prices fell following a new interest-rate hike by the People's Bank of China.
Silver prices also recovered from an earlier dip after touching a four-week high at $29.80 per ounce.
Tuesday, February 08, 2011
Gold Bullion Considered as Collateral by International Clearing House / Commodities / Gold and Silver 2011
Gold is higher in most currencies today except for the Aussie and Kiwi dollars; silver has risen by some 1% in US dollars and is higher against all currencies. Asian equities were mixed with the Nikkei higher (+0.41%) and the Hang Seng lower (-0.29%). European equities are mixed with tentative gains being seen in the BE 500 and the Stoxx 50.
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Tuesday, February 08, 2011
Gold Game Changer: J.P. Morgan Accepts Bullion as Money / Commodities / Gold and Silver 2011
J.P. Morgan Chase & Co. announced on February 7, 2011 that it will accept physical gold as collateral for investors that want to make short-term borrowings of cash or securities.
Presenting gold to satisfy demands for performance bond collateral has been allowed on the London CME in a limited way since October 2009. As of November 22, 2010, the Intercontinental Exchange Inc. (ICE) has accepted gold bullion as collateral on all credit default swaps and energy transactions.
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Tuesday, February 08, 2011
Gold Real Time Bubble Data / Commodities / Gold and Silver 2011
I would like to share some hard data pertaining to one of the most critical characteristics associated with an investment bubble. Even though the usual cheerleaders for paper assets and the "debt is wealth" mindset would most likely dismiss the evidence as anecdotal, the uniqueness of the data set should give it extra weight, in my opinion. The consistent element I am referring to is retail investment participation. Why the information forthcoming is of particular worth is not only does it underscore the low participation rate of retail investors in precious metals, but the source of the information comes from an investment environment that renders meaningless the typical excuses for investors to not have taken a position in gold and silver.
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Tuesday, February 08, 2011
Gold, What's Old is New Again / Commodities / Gold and Silver 2011
Do old investment strategies apply to the new gold market? Doug Groh, a fund manager and senior research analyst with Tocqueville Asset Management in New York City, has been analyzing basic materials and gold equities for more than 25 years. In this exclusive interview with The Gold Report, Dough explains how to view gold's history when making investments in its future.
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Monday, February 07, 2011
Rare Earth Metals Deficiencies, Diagnosis...An Emergency Treatment Plan / Commodities / Metals & Mining
A serious lack of rare earth elements is endemically afflicting the world body politic. It has been brought on by a chronic combination of American short sightedness and Chinese need for self survival.
It is well known that rare earths, a group of 17 atomic elements are essential for the survival of cutting edge industry in such diverse areas as nuclear launch missiles, hybrid autos, wind turbines, solar devices, oncological applications, night-vision devices and petroleum production.
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Monday, February 07, 2011
Gold "Goes Quiet" as US Futures' Position Hits18-Month Low / Commodities / Gold and Silver 2011
WHOLESALE PRICES to buy gold and physical silver bullion were unchanged on Monday morning in London, holding steady with commodity prices as global stock markets rose.
With the US Treasury slated to sell $72 billion in new debt this week, major-economy government bond prices slipped, pushing 10-year UK gilt yields up to a 9-month high ahead of Thursday's Bank of England decision on interest rates.
Monday, February 07, 2011
JP Morgan Accepts Gold Bullion as Collateral, Silver Backwardation to Lead to Short Squeeze? / Commodities / Gold and Silver 2011
Gold is marginally lower in euro, pound and dollar terms and marginally higher in Japanese yen and Swiss francs. Silver is higher in all currencies. With gold’s 0.51% higher close last week (first rise in 5 weeks) and silver’s 4% rally, the bears will be nervous that the recent downward trend may have reversed.
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Monday, February 07, 2011
Commodity Speculators Sanctioned Amid Soaring Cotton Prices / Commodities / Commodities Trading
Don Miller writes: Reacting to a potential squeeze that threatens to drive up cotton prices, the biggest cotton-futures exchange took measures last week to prevent speculators from taking big positions.
The IntercontinentalExchange Inc. (NYSE: ICE), is increasing scrutiny on speculators amid soaring demand that has nearly tripled cotton prices in the last 12 months, threatening the profits of mills, commodity suppliers and apparel producers.
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Monday, February 07, 2011
Egypt Crisis Points Investors Toward U.S. Energy Producers and Crude Oil / Commodities / Crude Oil
By Jon D. Markman writes: Stocks lifted generously over the past week as investors celebrated the start of February with a bang amid cooling tempers in Egypt, guarded optimism in the halls of the U.S. Federal Reserve, stronger results among U.S. retailers and semiconductor makers, a merger in the gold mining industry and a devil-may-care attitude about the worsening of unemployment.Read full article... Read full article...