Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, January 29, 2011
Gold Short-Term Rally? / Commodities / Gold and Silver 2011
By: Przemyslaw_Radomski
January has been a tough month for gold. From its year-end 2010 price of $1,420 an ounce to its recent low just over $1,320, gold has lost some $100 - about seven percent. In percentage terms, this doesn’t amount to much of a correction in the metal’s 10-year- old bull market. Gold has corrected in price in excess of 20% no less than 46 times since the onset of the bull market in 2001. Each time, the market mavens heralded the bull market’s demise.
On Wednesday, the World Gold Council published its annual Gold Investment Digest for the fourth quarter and full-year 2010 with some interesting insights.
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Saturday, January 29, 2011
Silver Supply Shortage? / Commodities / Gold and Silver 2011
By: Jason_Hamlin
There are some bizarre things going on in the silver market at the moment, reminiscent of the supply shortages and high premiums witnessed in 2008. For starters, silver is currently in both short-term and long-term backwardation, suggesting there is higher demand for silver NOW than in the future. This is backed up by the U.S. mint reporting all-time record sales for silver eagles during the month of January, with three days still left to go. Sales are on pace to breach 5 million coins sold, shattering the November 2010 record of 4.6 million. It is worth noting that all of the 2010 American eagle gold proof coins also sold out, but the focus of this article will be on the increasing signs of a shortage in silver.
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Saturday, January 29, 2011
Gold, It's Time to Buy / Commodities / Gold and Silver 2011
By: The_Gold_Report
The value of gold may be plummeting but many gold stocks are clocking double-digit gains, according to Lawrence Roulston, the editor of the Resource Opportunities newsletter and an expert on mining investments."It's definitely a buying opportunity. The fundamentals are strong, and we're seeing weaknesses in the prices on a short-term basis here," he says. In this exclusive interview with The Gold Report, Roulston explains why he loves the prospect generator model and why now is the perfect time to snub bullion and cozy up to mining equities.
Saturday, January 29, 2011
Silver Futures Market Developments, Commitment of Traders Report / Commodities / Gold and Silver 2011
By: Zeal_LLC
After rocketing 76% higher in just 5 months, silver continues to enthrall investors and speculators. In the decade I’ve been gaming its bull through actively trading silver stocks, I’ve never seen this metal so popular. As more traders discover silver and start following and trading it, I’ve heard a lot of questions on a recent development in the silver-futures market. Its open interest recently declined sharply.
Saturday, January 29, 2011
Great Gold, Silver & Green Investment Opportunities Arise / Commodities / Gold and Silver 2011
By: DeepCaster_LLC
“Whether Americans and Westerners in general like it or not, the Chinese have become and will remain the key drivers to many economic and financial market developments, progress, and averted wreckage. The intrepid lapdog US press, loyal to the syndicate, is a critical element to maintain distractions… for years they have maintained a tight link in monetary policy. Doing so has linked their asset bubble expansion and bust cycle to the deadly one in the United States, and filled their coffers with US$-denominated toxic debt securities. However, China has three advantages over the US… They have $2.65 trillion in savings… a vast industrial base, courtesy of the US, the West, and Japan, which donated the technology… They have an expanding middle class… It is slowly becoming clear that the US granted the Most Favored Nation status to China in return for massive gold & silver swaps to the USGovt. The Wall Street fraud kings illicitly sold the leased bullion into the market, to sustain the American fiat paper congame, and thus a betrayal to the Chinese.
Friday, January 28, 2011
Gold and Wealth Preservation 2011 / Commodities / Gold and Silver 2011
By: Adrian_Ash
Call it "diversification" or "insurance", but gold tends to do badly when other assets go up...
JUST SO WE'RE straight, nothing is certain to work, not forever. Not cash, bonds, stocks, real estate, commodities or gold bullion.
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Friday, January 28, 2011
Why Is the Gold Price Going Down? / Commodities / Gold and Silver 2011
By: Julian_DW_Phillips
Alongside the falling gold price we have watched shareholders in the U.S. gold ETF, SPDR selling nearly 100 tonnes of gold over the last few weeks. The selling of gold has come from the U.S. and mainly seen at the Fixes in London at 10.30 a.m. London time or 3.00 p.m. When shareholders sell their shares the custodian HSBC is tasked with selling the fund's gold holding against these sales. As one of the five members of the Gold Fixing in London, where 90% of the world's physical gold is traded, this would be the ideal market in which to sell this gold. This is why the two daily Fixes are where the current gold price is being made. But why are U.S. gold Investors in the SPDR gold ETF selling their gold [shares]?
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Friday, January 28, 2011
Gold Worst Month Since Dec 2009 Despite as US Inflation Doubling / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF gold failed to rally from last night's tumble in Asian and London trade on Friday, extending Jan.'s sharp losses to hit four-month lows in the US Dollar and six-month lows against the Swiss Franc and "commodity currency" Australian and Canadian Dollars.
London shares extended a fall in Asian stock markets, and major-economy government bonds ticked lower.
Friday, January 28, 2011
China Gold Buying, Renminbi Trading in the U.S. / Commodities / Gold and Silver 2011
By: Rosanne_Lim
In a move that provides a glimpse of the future of US dollar and gold, China has allowed its currency to be traded for the first time in the United States. This is a bullish sign for gold investors. It is an important step in the country’s plan to make the renminbi an international currency. The explicit move is an endorsement by Beijing since the state-controlled Bank of China Ltd is at the forefront of this development.
Friday, January 28, 2011
CRB Index Up Against Long Term Resistance / Commodities / CRB Index
By: Seven_Days_Ahead
After a major low in 2009 the CRB Index started its recovery, a second upleg getting underway in May last year. Fairly steady progress has now seen the Index starting to test the next key resistance area, and we currently await reaction here.
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Friday, January 28, 2011
Gold as Currency Never Never Land / Commodities / Gold and Silver 2011
By: Brian_M_Thiesen
So if we try to look somewhat objectively trying as best we can to set emotions and beliefs aside, we may see a different angle on some concepts/the future that may come/we envision.
In a total hyperinflationary or hyper deflationary 'collapse' gold will mean virtually nothing.
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Friday, January 28, 2011
Welcome to ‘Peak Oil / Commodities / Crude Oil
By: Puru_Saxena
The day of reckoning is approaching and the world does not have a contingency plan.
The truth is that the world’s output of conventional crude oil peaked in 2005 and global oil exports are also past their prime. Furthermore, the unconventional sources (tar sands, heavy sour crude, ethanol, natural gas liquids, bio-fuels and shale) are struggling to keep up with the ongoing depletion in the world’s largest oil fields. Therefore, it is probable that the world’s current production of total liquids is at or near maximum capacity.
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Friday, January 28, 2011
Alan Greenspan Entertains Metal Standard, Again / Commodities / Gold and Silver 2011
By: Dr_Jeff_Lewis
Few casual observers of the world of international finance would see Alan Greenspan as an advocate for sound money. After all, he led the charge behind one of the largest financial bubbles in world history as chairman of the Federal Reserve.Read full article... Read full article...
Friday, January 28, 2011
A Simple Shake Could Set Silver Free / Commodities / Gold and Silver 2011
By: Dr_Jeff_Lewis
There is no more silver! Really, there isn’t any left.There is a danger lurking in the shadows of the COMEX silver market. Prices are (generally) rising, but the supply of silver is falling, and it’s falling quickly. Why, you ask? Unfortunately, there has been confusion in the paper and physical metals market…as if silver investors hadn’t already noticed.
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Friday, January 28, 2011
Crude Oil Reverses to Downside / Commodities / Crude Oil
By: Mike_Paulenoff
Let's notice that after rallying strongly yesterday and recovering to test resistance around $88.00, crude oil prices have reversed to the downside again and have pressed to a new reaction low at $85.63.
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Friday, January 28, 2011
Decoding Energy Investment / Commodities / Energy Resources
By: The_Energy_Report
Pinetree Capital's Marshall Auerback sees a number of supply/demand imbalances in the energy space, particularly in uranium. "We like uranium because it's both a supply and demand story," he says, believing the price could "easily double" over the next few years. But yellowcake won't be alone in its ascent up the energy hierarchy. As developing nations begin to realize a standard of living more akin to the West, opportunities could arise in other areas across the energy spectrum. In this Energy Report exclusive, Marshall decodes the energy enigma, making a strong case for U308, oil and gas E&Ps and even natural gas.
Thursday, January 27, 2011
Gold and Silver Resource Shares, Before You Shoot Your Next Arrow / Commodities / Gold & Silver Stocks
By: David_Galland
David Galland, Managing Director, Casey Research writes: While I have read certain works on the life and ponderings of Buddha, I claim no deep knowledge of his philosophy. Note I didn’t use the word “religion,” because Buddha himself claimed no supernatural powers and even begged his followers not to deify him after his death. Hardly had he drawn his last breath, however, when the deification began – though most Buddhists won’t claim it as such.
Thursday, January 27, 2011
Will Gold, Silver and Oil Prices Soar on Social Unrest In The Middle East? / Commodities / Gold and Silver 2011
By: Jeb_Handwerger
An unexpected specter is haunting the streets throughout the capitals of North Africa and the Middle East. Although revolution has been quelled for many years, dollar devaluation has caused prices of basic goods to soar in emerging economies like these. Young people are unemployed and face little opportunities in autocratic societies. Tens of thousands of young, leaderless Arabs are rioting in the streets demanding an end to pro-Western leaders. Egypt’s stock market (EGPT) has been shut down as reports are showing that the rioting will intensify, and many people and businesses are fleeing the country.
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Thursday, January 27, 2011
Is the Selling Over In Gold? / Commodities / Gold and Silver 2011
By: Jim_Farrish
Are gold prices ready to resume the run higher? It has had an auspicious start to 2011 and the negative reports relative to the metal have been on the rise. The gold bugs are jumping up and down saying buy, buy, buy! And the other side is calling for the price to fall to $1050 per ounce. Who is right in the quest for profits in gold?
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Thursday, January 27, 2011
Will Gold Respond to the Fed’s Pledge to Keep Printing? / Commodities / Gold and Silver 2011
By: Chris_Ciovacco
Tuesday’s Federal Reserve statement (see below) contained no big surprises. We expected them to reiterate their intention of completing all the bond purchases as outlined originally in the second quantitative easing program (QE2). The Fed’s hope is that rising asset prices will increase confidence, and in turn lead to more spending and more hiring.
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