Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, January 24, 2011

China vs. JPMorgan: The Battle Over Gold and Silver / Commodities / Gold and Silver 2011

By: Jason_Hamlin

Gold is down 6% and silver 12% since the start of 2011. This is the sharpest decline in precious metals since June of last year and with technical support broken at the 50-day moving averages, many are concerned of a deeper correction ahead. While there are a myriad of factors driving the prices, two of the major opposing forces are Chinese demand for physical gold on the long side and JPMorgan paper schemes on the short side. Which force prevails in the short term remains to be seen, but in the long run the paper shorts will eventually be squeezed, pushing the price for both gold and silver much higher.

Sunday, January 23, 2011

Gold Weakening Momentum Continues, Next Target $1320 / Commodities / Gold and Silver 2011

By: Merv_Burak

Well, the weakening momentum of the gold move that I had been warning about seems to be doing its job.  Gold is in a little bit of a down draft.  For how long and for how far is anyone’s guess?  For now the $1320 mark is the price to watch based upon a P&F chart.  Once there we’ll see what next.

Sunday, January 23, 2011

Gold and Silver tocks Converging towards a Major Uptrend / Commodities / Gold and Silver 2011

By: Clive_Maund

We are now seeing a convergence of indications that a reversal in the Precious Metals sector is at hand that will lead to a major uptrend soon. The last Gold and Silver updates posted on 11th January were bearish over a short to medium-term time horizon and have been proven correct as gold and silver have since fallen substantially, and stocks have taken a real beating. However, in view of the current strongly bullish constellation of indications, it now looks like the downside targets for gold and silver were set too low, although our downside target for stocks has just been hit.

Sunday, January 23, 2011

Silver Close to Reversing to the Upside / Commodities / Gold and Silver 2011

By: Clive_Maund

While silver has performed as predicted in the last update posted on 11th January and has broken to successive new lows as its correction has progressed, it does not now look like it will drop to the downside targets that we earlier projected. Instead it now looks like we are very close to a reversal to the upside.

Sunday, January 23, 2011

Natural Resources Outlook 2011: Everyone Needs Commodities / Commodities / Commodities Trading

By: Frank_Holmes

The essence of natural resources and commodity investing can be boiled down to one key point:

As the earth’s population swells to 7 billion, the migration to cities accelerates, incomes rise, and people desire things the things that improve their lives, thus increasing global demand for commodities and natural resources.

Saturday, January 22, 2011

Quantitative Easing Is Causing Food Prices to Skyrocket / Commodities / Food Crisis

By: Washingtons_Blog

As I've previously noted, interest rates have risen both times after the Fed implemented quantitative easing.

Graham Summers points out that food prices have also skyrocketed both times:

Saturday, January 22, 2011

Gold, Crude Oil, and the Contrarian Mindset / Commodities / Commodities Trading

By: J_W_Jones

Over a month ago I began to issue a warning to traders and investors who were long precious metals that a possible correction was likely. Prices were overextended and nearly every 5 minutes a gold investment advertisement was appearing on my television. Additionally gold advertisements could be heard during commercial breaks of many right leaning radio talk show hosts, not that I listen to them or anything.

Friday, January 21, 2011

Geothermal Energy Investing Update: Growth Spurt Ahead / Commodities / Energy Resources

By: Marin_Katusa

Marin Katusa, Chief Energy Strategist, Casey Research writes: The Canadian Geothermal Energy Association (CanGEA) is a pretty active group. It regularly hosts networking and news events for its members, who range from scientists to industry reps. One meeting that grabbed our eye took us to Toronto in October, ready to sniff around the Geothermal Investment Forum.

Friday, January 21, 2011

Bullish on Barrick Gold / Commodities / Gold and Silver 2011

By: Mike_Paulenoff

The weakness in Barrick Gold Corporation (ABX) from its Dec high at 55.72 to yesterday's low at 45.75 (-18%) has returned the price structure to a critical convergent support area around 46.00-45.50. This represents the sharply rising 200 DMA, as well as the extension of the trendline across a series of 2009 and 2010 peaks (now serving as support) that cut across the price axis in the vicinity of 46.00-47.00.

Friday, January 21, 2011

Gold, Hard Money, Soft Metal / Commodities / Gold and Silver 2011

By: Adrian_Ash

Soft gold prices without hard-money rates? Not for long, says the world's 40-year unbacked money so far...

JUST HOW MUCH ABUSE can soft money take? Two-thousand-and-eleven sees a big, but so far little-noted ruby anniversary. Expect to hear lots more about it as August 15th draws near.

Friday, January 21, 2011

Gold and Silver Correction Will Be Short-Lived / Commodities / Gold and Silver 2011

By: The_Gold_Report

Correction? What correction? Chris Berry, founder of House Mountain Partners, and Michael Berry, publisher of Morning Notes and Discoveryinvesting.com, think the 2011 price correction in precious metals is nothing but a passing fancy, and that gold and silver will be back on their respective ascents by year-end. If anything, gold and silver equities are currently on sale. In this exclusive interview with The Gold Report, Chris and Michael reveal some of their favorite gold and silver plays in Colombia and the Yukon.

Friday, January 21, 2011

Gold and Crude Oil Prices Slump / Commodities / Gold and Silver 2011

By: LiveCharts

Strong earnings this week from some powerful companies have bolstered optimism in an economic recovery.

Friday (January 21) morning, General Electric said its fourth-quarter net income was $4.5 billion (compared to $3 billion in the same quarter last year), which amounts to $.42 per share (compared to $.28 cents in the same quarter).

Friday, January 21, 2011

Gold and Silver Hit New Two-Month Lows as Sentiment Changes / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF gold and silver continued to fall in Asian and London trade on Friday, dropping to fresh two-month lows even as the US Dollar slipped on the currency markets.

By lunchtime in London – and compared with New Year 2011's near-record highs – the gold price in Dollars stood 6% lower, in Euros 7.5% down, and in British Pounds nearly 9% lower.

Friday, January 21, 2011

Chinese Silver Demand Surges Incredible Four Fold in Just One Year / Commodities / Gold and Silver 2011

By: GoldCore

Gold is flat and silver marginally lower despite dollar weakness this morning. Some market participants are blaming the precious metal sell off on speculation that China may take more monetary action to curb surging inflation. This is unlikely to be the reason for the sharp selloff, rather it looks like another paper driven sell off in the futures market by leveraged players on Wall Street with various motives.

Friday, January 21, 2011

How to Handle the Coming Gold Correction / Commodities / Gold and Silver 2011

By: DailyWealth

Brian Hunt writes: It's not natural.

As our friend and master investor Chris Weber recently noted, never in the past 200 years has a widely traded stock market or commodity registered 10 consecutive years of higher prices.

Friday, January 21, 2011

Crude Oil Shock Dead Ahead … Take Action NOW / Commodities / Crude Oil

By: Sean_Brodrick

We are on a collision course with the next oil shock. Most people won’t know it until it hits them right between the eyes with all the force of a ball-peen hammer. By then it will be too late.

Here is some of the latest news I’m watching …

Friday, January 21, 2011

Monitoring the ‘Risk Trade’ with the Gold/Silver Ratio / Commodities / Gold and Silver 2011

By: Chris_Ciovacco

The gold/silver ratio is not just for gold bugs; it can help us monitor the appeal of the ‘risk on’ trade relative to the ‘risk off’ trade in many markets, including global stocks (SPY) and commodities (DBC).

Friday, January 21, 2011

Investors Should Bet on Uranium for 2011 / Commodities / Uranium

By: Jordan_Roy_Byrne

The spot price of Uranium as reported by UXC.com, just hit $68/lb. It is up nearly 70% since June, but remains only half the level of its peak back in 2008. In the early phase of the commodity bull market, Uranium ran from $7/lb to $140/lb. Interest in uranium and the uranium stocks is picking up after a nearly 3-year long bear market. Uranium is an intriguing bet for 2011 and beyond because of the supply/demand situation and because of the value at the current price.

Friday, January 21, 2011

Soybeans Close to Key Resistance / Commodities / Agricultural Commodities

By: Seven_Days_Ahead

Last year’s recovery in Soybean prices has so far continued in 2011. However, key resistance levels have now been approached on the long term chart which puts us on the lookout for a better pullback phase.  

Friday, January 21, 2011

More Determined Bear Raids on Gold and Silver / Commodities / Gold and Silver 2011

By: Jesse

More determined bear raids today, winnowing out the weak hands, the overleveraged, and the speculators. Look for silver to hold the most resilience and snapback on the shorts, as the shortage in wholesale supply continues to deepen.

Remember that January 26th is the option expiration at the Comex.