Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, December 31, 2010

Gold Ends 2010 in a Bullish Fashion – What’s Next? / Commodities / Gold and Silver 2011

By: Przemyslaw_Radomski

It's instructive to look at the end of the year financial magazines and see their analysis of the past year and their projections for the future. For example, the special issue of Fortune Magazine Investor's Guide 2011 had a glimmering stack of gold coins on the cover with a headline “Gold Gone Wild.”

Friday, December 31, 2010

Silver Mining Stocks Are for Suckers / Commodities / Gold & Silver Stocks

By: DailyWealth

Matt Badiali writes: Mining is for suckers.

I've told you this before... and you may think that as the editor of a resource and mining advisory, I've lost my mind saying so. After all, I've recommended plenty of mining companies, and most of my readers love the idea of owning them.

Friday, December 31, 2010

Is Gold Or Fiat Currency In a Bubble / Commodities / Gold and Silver 2010

By: Washingtons_Blog

It is easy to argue that gold is in a bubble.

But as I pointed out last month: Deutsche Bank's head commodities researcher [Michael Lewis] wrote in September:

Friday, December 31, 2010

Gold Ends 2010 with 11th Annual Bull Market Gain / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD ended 2010 with an AM London Gold Fix of $1410.25 per ounce on Friday, racking up its 11th consecutive annual gain vs. the world's major currencies.

Bullion Vault's Global Gold Index – which measures the gold price in terms of the world's top 10 currencies, each weighted by the issuing economy's GDP – showed a rise of 29.9% for the year.

Friday, December 31, 2010

Forecast, Silver Will Be Worth More Than Gold / Commodities / Gold and Silver 2011

By: Mac_Slavo

It’s shiny, it’s fairly rare, and it has been the world’s de facto reserve currency anytime the S has hit the fan historically. Though it has been prized by civilizations since before recorded history, it’s no secret that there is really no meaningful use for the precious metal gold in comparison to the widespread use of many other metals. Once it is mined it is essentially fabricated into gold bars, coins, jewelry or, at times, sprinkled onto exquisitely expensive desserts in five star Manhattan restaurants.

Friday, December 31, 2010

China and Gold are Good but Crude has caught a [Cold] but otherwise it too is Good / Commodities / Commodities Trading

By: Bari_Baig

Two interest rate hikes to fight the inflation, Chinese commitment given before G-Meeting in Toronto to move to partial peg, everything seems to be falling in place nicely for Beijing and above all the nice gradual incremental rise in Yuan is getting all the right appreciation. We for one stood by Beijing even when U.S Treasury Secretary Mr. Geithner whom we wrote about enough that we felt the need to clarify that we held nothing against him.

Thursday, December 30, 2010

The Last Angry Man's Problem With IMF Gold Sales / Commodities / Gold and Silver 2010

By: Richard_Daughty

Adrian Ash of BullionVault.com writes that "the International Monetary Fund said it has completed the gold bullion sales program begun in October 2009," and now 403 tonnes of gold have been sold.

I bring this up all the time because the whole thing pisses me off because we gave those IMF bastards the gold to provide gold-standard legitimacy for their stupid fiat currency, the Special Drawing Right (SDR). And yet here they are selling the gold we loaned them! Gaaahhh!

Thursday, December 30, 2010

Peak Oil Is Coming, Courtesy of Political Incompetence / Commodities / Crude Oil

By: Graham_Summers

Before starting today’s essay, I have to thank Rick Rule of Global Resource Investments for his insights on the following issues.

Rick has been involved in natural resources investing since 1974. He founded Global in 1994 and has been behind many of the largest deals (Silver Standard being one) and the largest profits (between 1998 and 2006 he grew $15 into $460 million) the industry has ever seen.

Thursday, December 30, 2010

How to Buy Silver at a 10%-20% Discount / Commodities / Gold and Silver 2010

By: DailyWealth

Brian Hunt writes: Sooner or later, every precious-metal investor is confronted with a big problem...

It goes like this: First, a big bull market in gold and silver – like the one that started in 2001 – enjoys a major run higher. (Think back to when gold shot from $650 an ounce in July 2007 to $1,000 an ounce in early 2008.)

Thursday, December 30, 2010

Commodities Outlook 2011 Remains Positive / Commodities / CRB Index

By: Chris_Ciovacco

Given a basket of commodities, as measured by the CRB Index, is up a healthy 9.72% this month, it may be a good time to revisit the longer-term outlook. While the daily chart of the CRB is showing some signs of short-term fatigue, the outlook for the next three-to-six months still appears to be encouraging.

Thursday, December 30, 2010

Gold 2011: "Old Normal" Returns / Commodities / Gold and Silver 2011

By: Adrian_Ash

This year marked a step-change in the nature of gold investment demand...

MOST PEOPLE rightly think of gold bullion as an inflation hedge. But it's only now, ten years into this bull market, that this "old normal" so clearly applies.

Thursday, December 30, 2010

Gold Consolidates Over $1400/oz - CFTC Data Bullish - Silver Nominal 30 Year High / Commodities / Gold and Silver 2010

By: GoldCore

The final week of 2010 has seen a continuation of trends seen in markets throughout the year with equities and commodities continuing to rise. Investors increasingly wary of inflation are pushing commodity prices - particularly metals - higher, with copper hitting a new record nominal high, palladium reaching a nine-year high and silver at a new 30-year record nominal high at $30.90/oz (€23.25/oz and £19.86/oz).

Thursday, December 30, 2010

Gold "Entering America's Consciousness" as Professional Traders Target $1500 by April / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF GOLD rose further for Dollar investors in Asian and London trade on Thursday, but edged back from yesterday's new all-time highs vs. the Euro and Sterling as the US currency slipped on the forex market.

Dollar gold prices touched a 3-week high just shy of all-time records at $1415 per ounce, and the silver price reached new 30-year highs at $30.89.

Wednesday, December 29, 2010

Gold Three Month Consolidation May Be Over / Commodities / Gold and Silver 2010

By: Jeb_Handwerger

One of the most interesting realizations I have gained from studying the financial markets is that success comes from developing a clear set of rules and sticking to them despite the current psychology and tenor of the market.  Contrary to popular opinion being successful in the market is not based on how smart you are or what university one attended, it is sticking to your discipline and following a methodology. 

Wednesday, December 29, 2010

Net Asset Value of Certain Gold and Silver Precious Metal Trusts and Funds / Commodities / Gold and Silver 2010

By: Jesse

I have lightened up on my bullion longs, and taken down some of the paired trade hedges on the other side. I own no miners at this time and my leverage is nil. I am interested in the short side of US equities but am biding my time. They did not break until the second week of January last year as I recall.

Wednesday, December 29, 2010

Gold Breaks $1400, Hits New Euro & GBP Records as Silver Gains 6% / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD held above $1400 per ounce for Dollar investors in London trade on Wednesday morning, gaining more than 24% from the start of 2010 despite this year's strong recovery in the US currency's forex value.

Asian stock markets recovered from yesterday's 1% drop – sparked by China's Christmas Day rate hike to 5.8% on bank loans – but European stock markets held flat on their first full return from the festive break.

Wednesday, December 29, 2010

Gold Bears Predicting The Price Of Gold / Commodities / Gold and Silver 2010

By: Darryl_R_Schoon

Bears are by nature cautious and while caution can be an ally, it can also be fatal where bold action is required.

It is understandable that investors who believe in paper money and paper-denominated assets do not understand gold. Gold, after all, is the natural refuge of disbelievers in the current financial paradigm; and, as today’s credit and debt-based paper markets come under increasing pressure and gold moves increasingly higher, most “paper bulls” remain increasingly perplexed.

Wednesday, December 29, 2010

Investing in Gold Ahead of the Chinese / Commodities / Gold and Silver 2010

By: Richard_Daughty

There are a lot of things in this world that I do not understand, and perhaps it is because of this persistent befuddlement that, for some mysterious reason, I think it is Highly, Highly Significant (HHS) that the Chinese Gold & Silver Exchange is planning "a first"; an international gold contract denominated in renminbi.

Wednesday, December 29, 2010

Timely Silver Love from the WSJ / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

While it has become a bit of a meme that “the revolution (in currency) will not be televised,” at least one mainstream news outlet is starting to focus some attention on the improving metals market. All across the world, the headlines from the Wall Street Journal read “Price of Silver Soaring,” as two journalists document the explosion in investment interest in the metals markets.

Wednesday, December 29, 2010

Gold and Silver Lease Rates Jump at Year End / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

Through the usually flat week between Christmas and New Year's celebrations, at least one (or perhaps a handful) investor is looking to borrow some gold and silver this year.  Overnight, lease rates exploded by more than 500% on both gold and silver.