Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Sunday, January 23, 2011
Silver Close to Reversing to the Upside / Commodities / Gold and Silver 2011
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.
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Sunday, January 23, 2011
Natural Resources Outlook 2011: Everyone Needs Commodities / Commodities / Commodities Trading
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
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:
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Saturday, January 22, 2011
Gold, Crude Oil, and the Contrarian Mindset / Commodities / Commodities Trading
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.
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Friday, January 21, 2011
Geothermal Energy Investing Update: Growth Spurt Ahead / Commodities / Energy Resources
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.
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Friday, January 21, 2011
Bullish on Barrick Gold / Commodities / Gold and Silver 2011
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
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
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.
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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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