Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, January 21, 2011
Gold and Crude Oil Prices Slump / Commodities / Gold and Silver 2011
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).
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Friday, January 21, 2011
Gold and Silver Hit New Two-Month Lows as Sentiment Changes / Commodities / Gold and Silver 2011
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
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.
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Friday, January 21, 2011
How to Handle the Coming Gold Correction / Commodities / Gold and Silver 2011
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
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 …
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Friday, January 21, 2011
Monitoring the ‘Risk Trade’ with the Gold/Silver Ratio / Commodities / Gold and Silver 2011
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).
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Friday, January 21, 2011
Investors Should Bet on Uranium for 2011 / Commodities / Uranium
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.
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Friday, January 21, 2011
Soybeans Close to Key Resistance / Commodities / Agricultural Commodities
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.
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Friday, January 21, 2011
More Determined Bear Raids on Gold and Silver / Commodities / Gold and Silver 2011
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.
Friday, January 21, 2011
The Value Case for Silver / Commodities / Gold and Silver 2011
The prices for commodities can change quickly and wildly, and in many cases, investors can hold commodities for years without any realization of profits.
The wild cyclicality is what has kept many out of the commodities markets, and it is the reason why so many value investors choose to ignore commodities as a broad investment alternative. In respectful disagreement, making the case for a value investment in silver is a cakewalk at worst.
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Friday, January 21, 2011
Silver Stockpiling Ahead of When M0 Becomes M2 / Commodities / Gold and Silver 2011
Silver investors who have been stockpiling physical silver on massive global changes in monetary policy have been a bit ahead of themselves. While the fear of inflation exists in very broad detail, the realizations of inflation have yet to show themselves.
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Thursday, January 20, 2011
Rhodium Under Valued and has Low Correlation with Gold and Silver Trends / Commodities / Rhodium
Rhodium Trading Thoughts is about timely and profitable trading of precious metals. We do not believe every turn in the market can be called. Our goal is that our recommendations should be profitable. Profits are the goals, not trades. Do not expect all recommendations to be profitable. No system can achieve that lofty goal. Our goal is simply to state whether conditions for a metal are favorable or not. Buy signals are issued when appropriate. These signals are generally speaking for day they are issued. If price remains below signal price, buying can be done. Do Not Buy signals are given when market is over bought, and buying is unwise. Blue triangles indicate an over bought condition. These would not be good times to buy, so they are labeled Do Not Buy. Software is not showing complete legend, for some reason.
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Thursday, January 20, 2011
The Revolution in Energy Investments / Commodities / Energy Resources
James West's Midas Letter, a fixture in the world of resource stock investing for the last three years, is a well-known source of precious metals investing ideas. In an exclusive interview for The Energy Report, Writer Alan Trujillo talks with West about how he is expanding his focus to include energy. West covers a wide range of topics, from the shift in the traditional energy investment paradigm to where investors can get a foothold in companies with mega-discovery potential.
The Energy Report: I understand the Midas Letter has recently begun to focus on energy stocks in addition to mining stocks.
Thursday, January 20, 2011
Gold and Silver Open Interest Show Speculators Have Reduced Positions / Commodities / Gold and Silver 2011
Gold has fallen by 1.7% and silver by 4% as the US dollar has bounced from 2 month lows. Some are attributing the sell off to interest rate hikes in Brazil and the bounce in the dollar. However, it is more likely due to further selling by momentum-driven traders who see that the short term trend is down and they are sticking it to under pressure longs.Read full article... Read full article...
Thursday, January 20, 2011
Gold Plunges to Two Month Low / Commodities / Gold and Silver 2011
WHOLESALE PRICES for large gold and silver bars both fell hard in London and early New York trading on Thursday, extending this month's 4% and 10% drops as world stock markets fell and the US Dollar rose.
The Euro held above $1.3450, but the British Pound gave back all of this week's rise to two-month highs. Crude oil prices dropped 2.3% to $88.30 per barrel.
Thursday, January 20, 2011
Gold Isn’t All That Glitters in ETF Land / Commodities / Exchange Traded Funds
When most people think “precious metals,” they mean gold. Sure, some other metals are valuable too. But gold is where the real action is, right?
Maybe. But now thanks to continuing innovation by ETF sponsors, it’s getting easier to own and trade some of the lesser-known precious metals. Gold isn’t being left behind, of course. There are new ways to get in on that sector, too.
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Thursday, January 20, 2011
Gold, Silver and Unhedged Producers / Commodities / Gold and Silver 2011
The run up in gold prices attracted investors to the gold and silver mining sector and for those investors looking for significant exposure, producers who do not forward sell their production provide the vehicle to take advantage of the improvement in gold prices. However during the recent pull back in both silver and gold prices these stocks naturally experienced some profit taking, particularly by speculators who have recently taken an interest in this small sector of the market.
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Wednesday, January 19, 2011
More Yukon Gold Will Be Found / Commodities / Gold & Silver Stocks
Mike Burke is the head of mineral services with the Yukon Geological Survey. Few, if any, know the Yukon better than Mike. He says that the geology of a "frontier district" like the Yukon requires time to be fully understood before such an area can be properly drilled. Mike steadfastly believes in the mineral potential of the Yukon, and credits much of the gold-play excitement to prospector Sean Ryan, who diligently collected soil samples all over the Yukon for years before letting the mining industry in on his secrets. In this exclusive interview with The Gold Report, Mike tells us some of Sean Ryan's secrets and provides an update on some of the most promising projects in the Yukon's White Gold Camp.
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Wednesday, January 19, 2011
Fear and Love Make Gold Strong / Commodities / Gold and Silver 2011
An interview with Frank Holmes, by Jeff Clark, BIG GOLD writes: For the BIG GOLD annual gold forecast survey published in January, Jeff Clark surveyed seven gold experts and nine top economists and fund managers, along with Doug Casey himself, to provide their best insight on what to expect in 2011 and how to invest.
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Wednesday, January 19, 2011
The U.S. and China Going In Opposite Directions / Commodities / Gold and Silver 2011
China is in the midst of a 'State visit' to the U.S. but this time China will get a state banquet. This implies a changed attitude to China by the U.S. It is clear to all today that there is unlikely to be a real confrontation between the two nations anymore. If there were to be a war between the two it is most unlikely to be an economic/financial one, not a military one. China is racing to be the number one economic world power and the U.S. is retreating from that position, slowly but surely. Each day, the power of the U.S. to dominate or even influence China falls slightly. Each day the power of China to influence and eventually dominate the global economy grows. At this moment in time China owns around half of U.S. Treasuries. They are already in a position to hurt the U.S. very badly, should they want to. But it is not in the interests of China to do that. China is empire-building and doesn't want to be distracted from that. They appear to be on a winning road already. China's is on the rising road and will soon pass the U.S. going the other way.
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