
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Monday, January 24, 2011
Gold Trading 2011, Fear and Love / Commodities / Gold and Silver 2011
By: Money_Morning
 Frank Holmes writes: 
Wall Street has been calling gold a bubble since 2005, when it hit $500. Some media naysayers remained negative even as they wrote the headlines proclaiming record highs and saw gold rise almost 30% in the past 12 months.
Frank Holmes writes: 
Wall Street has been calling gold a bubble since 2005, when it hit $500. Some media naysayers remained negative even as they wrote the headlines proclaiming record highs and saw gold rise almost 30% in the past 12 months. 
Monday, January 24, 2011
Nine Responses to the “Gold Is A Bubble” Crowd / Commodities / Gold and Silver 2011
By: Q1_Publishing
 The “Gold is a Bubble” crowd has been reawakened.
The “Gold is a Bubble” crowd has been reawakened.CNN warned earlier this week: Gold is a bubble, resist its charms.
Gold’s six percent fall in the last six weeks and the Amex Gold Bugs Index (HUI) nearly 20% decline have signaled the gold correction is here.
Read full article... Read full article...
Monday, January 24, 2011
Physical Gold Bullion Market Tight - Paper Sell Off Due to "Momentum Monkies" / Commodities / Gold and Silver 2011
By: GoldCore
 After gains in Asia, the precious metals have come under pressure in Europe. The recent sharp sell off has seen gold fall 5.7% in January. Nothing whatsoever has changed regarding the fundamentals of the precious metal markets and long term buyers are again buying on the dip. As long as interest rates remain near historic lows and real interest rates continue to punish savers, gold's bull market remains sound.
After gains in Asia, the precious metals have come under pressure in Europe. The recent sharp sell off has seen gold fall 5.7% in January. Nothing whatsoever has changed regarding the fundamentals of the precious metal markets and long term buyers are again buying on the dip. As long as interest rates remain near historic lows and real interest rates continue to punish savers, gold's bull market remains sound. 
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.
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.
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.
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.
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:
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:
Read full article... Read full article...
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.
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.
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.
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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...
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.
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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.
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).
Read full article... Read full article...
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.
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.
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.
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
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).
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).

