Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, December 17, 2010
Gold Price Supported in 2011 by Concerns About Currencies and Government Bonds / Commodities / Gold and Silver 2010
By: GoldCore
Gold's recent correction continued yesterday but it has risen today as the dollar has fallen. Gold is up in most currencies this morning except in euro terms as the euro has seen a relief rally on the outcome of the EU agreement to create a post-1913 crisis tool. Fundamental disagreements remain though and the agreement may not be enough to stop the debt crisis from deepening with many analysts pinpointing the first quarter of 2011 as a high risk period.
Friday, December 17, 2010
Silver Long-Term Bull Market / Commodities / Gold and Silver 2010
By: Investmentscore.com
Unfortunately, due to millions of years of evolution, human beings make absolutely terrible investors. It appears that most investors seem to have a good memory for very long term trends and very short term trends but for some reason they seem to forget about the intermediate term trends. As a result of this they lose money!
Friday, December 17, 2010
Dollar Bottom and Higher Interest Rates are Negative for Gold and Silver / Commodities / Gold and Silver 2010
By: Ned_W_Schmidt
While this is not the last thought we will have this year, it is the last thoughts on Gold we will send to you in 2010. With a new year in about to about two weeks, perhaps it is time to clear our heads. We will soon be given a fresh calendar on which to record the unfolding of events. Out heads should be also ready to receive that newness for yesterday will not be repeated.
Friday, December 17, 2010
Go Long on Oil Stocks / Commodities / Oil Companies
By: The_Energy_Report
AlphaNorth Asset Management President and CEO Steve Palmer believes further economic growth in China and the ongoing economic recovery in the U.S. will send oil prices over $100 a barrel in the first half of 2011. But he picks his oil equities knowing the oil price will play only a small role in determining any share-price appreciation. For him, it's about getting in early on companies with reasonable prospects for massive gains. In this exclusive interview with The Energy Report, Steve shares three of his favorite oily names with outsized potential.
Thursday, December 16, 2010
Gold Will Set New Highs in 2011 on Low U.S. Interest Rates / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF GOLD in wholesale London dealing slipped back to an overnight low beneath $1380 per ounce Thursday lunchtime, trading 0.5% down for the week as world equities held flat and the US Dollar eased back on the forex market.
Commodity prices were little changed, with crude oil holding above $88 per barrel.
Thursday, December 16, 2010
Shale Gas Initiative Brings Morocco to Our Doorstep / Commodities / Natural Gas
By: Money_Morning
Kent Moors writes: Last Friday morning, in my office in Pittsburgh, I met with a delegation from Morocco. The five officials were from Office National des Hydrocarbures et des Mines (ONHYM), the national agency overseeing oil, gas, and mining. They're here in the United States under the provisions of a Department of State (DOS) initiative on the major new energy source - shale gas.
Thursday, December 16, 2010
Gold and Silver Firm Ahead of EU Summit on Debt Crisis / Commodities / Gold and Silver 2010
By: GoldCore
Gold and silver are higher this morning ahead of a crucial EU summit on the deepening euro zone debt crisis today. The euro firmed slightly in overnight trade but has since given up those gains and is trading at USD 1.322, and €1,047/oz. Given that the crisis shows no signs of abating any time soon, with concerns shifting from Ireland and Greece to Belgium, Portugal and Spain, gold will likely continue to receive safe haven demand for the foreseeable future. Read full article... Read full article...
Thursday, December 16, 2010
Get in Early, Short Gold / Commodities / Gold and Silver 2010
By: The_Gold_Report
If you're looking for an upward-trending outlook on gold from AlphaNorth Asset Management President and CEO Steve Palmer, it's not coming anytime soon. "If you just look at the supply/demand factors outside all the gold investment demand, it's not a pretty picture," he says. But he's still making money on junior gold equities. The AlphaNorth Partners Fund, about 10% of which is comprised of gold small caps, has averaged returns of 28.4% since it started in 2007. In this Gold Report exclusive, Steve explains his position on gold and shares some of his favorite gold juniors in the Yukon.
Thursday, December 16, 2010
Gold Insight from a Master / Commodities / Gold and Silver 2010
By: Jeff_Clark
A BIG GOLD interview with John Hathaway, Tocqueville Gold Fund
When John Hathaway spoke at the Casey's Gold and Resource Summit in October, many of the audience came away feeling like they were listening to Doug Casey, with his contrarian views, bold statements, and laying much of the blame for our current problems at the feet of government. Read what John, a seasoned investment pro and manager of the famously successful $1.4 billion Tocqueville Gold Fund, has to say about gold, precious metals stocks, and the future of the U.S. dollar.
Read full article... Read full article...
Wednesday, December 15, 2010
Gold and Silver Mining Stocks XAU, GDX Finally Resume Up Trend / Commodities / Gold & Silver Stocks
By: Przemyslaw_Radomski
In our previous essay we've covered the situation on the gold market, however since rallies (and declines) often correspond to the rallies (and declines) in the mining stocks, this time we will focus on the latter and check if we can spot any divergences or confirmations.
Let's begin with looking at the very-long-term XAU Index (proxy for gold- and silver mining stocks) chart (charts courtesy of http://stockcharts.com)
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Wednesday, December 15, 2010
Gold and Silver Slip Further as Euro Falls on Debt Warning / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD slipped to a two-day low in London on Wednesday morning, dropping 1.5% from yesterday’s Dollar high at $1408 per ounce as Asian stock markets closed up to 2% lower and European stocks lost 0.7% on average.
The fall in gold prices – and a rise in the Dollar’s forex value – came despite the US Federal Reserve last night vowing to continue its $75 billion per month quantitative easing and keep interest rates at “exceptionally low levels…for an extended period” even in the face of strong retail-sales and factory-gate inflation data.
Wednesday, December 15, 2010
Silver Price Forecast Rise to $40/oz in 2011 and $400/oz by 2015 / Commodities / Gold and Silver 2011
By: GoldCore
Gold has fallen in dollars but is flat in sterling and euros this morning. Moody's has cut Spain's debt rating on contagion concerns which has seen the euro fall. Germany's opposition to further government financed aid is leading to tensions with the ECB, which is itself now under financial pressure and may need an increase in capital if it is to continue buying sovereign European debt.
Wednesday, December 15, 2010
The One Reason You Have to Own Gold and Silver / Commodities / Gold and Silver 2010
By: Jordan_Roy_Byrne
Analysts and pundits provide various reasons for the bull market in Gold. This includes emerging market demand, low interest rates, money printing, central bank accumulation, central bank policies and falling gold production. These are all good reason but there is one reason which stands apart and will drive precious metals to amazing heights. It is the impending sovereign debt default of the west, led by the great USA.
Wednesday, December 15, 2010
Russia's Sakhalin-1 Natural Gas Development / Commodities / Natural Gas
By: OilPrice_Com
SITUATION: In early 2009, Russia inaugurated its first liquefied natural gas (LNG) plant for East Asia at Sakhalin. After ramping up to three times its initial capacity, it will supply roughly 5% of world LNG. It is currently expected that Japan will receive two-thirds of initial exports with the rest going to South Korea and North America.
Read full article... Read full article...
Wednesday, December 15, 2010
The Gold Sleeper Trend You Need to Know About / Commodities / Gold and Silver 2010
By: Casey_Research
Louis James, Senior Editor, Casey’s International Speculator writes: In the midst of any long-term trend, like the secular bull market for metals we’re in now, there will be trends within the trends. You could think of them as being like eddies, whorls, and side-channels in a great torrent. We see one such developing that could benefit junior gold stock investors in the near- to mid-term.
Wednesday, December 15, 2010
Gold’s Reaction To Central Banks Rising Rates Urges Caution / Commodities / Gold and Silver 2010
By: Jeb_Handwerger
Over the past few weeks I have been warning about a decline is bonds and a rise in interest rates. Bernanke has decided to leave rates unchanged and remains committed to the plan to buy $600 billion dollars of long term debt. Congress and President Obama are working together to extend the Bush tax cuts for two years at a cost of $858 billion. This is on top of the 2009 trillion dollar stimulus and Bush’s Tarp plan. U.S. debt is under pressure and we may be closer to losing our AAA credit rating according to Moody’s. Read full article... Read full article...
Tuesday, December 14, 2010
Will Oil Inflation Destroy America Or Will 2011 Be The Year of The Rabbit? / Commodities / Crude Oil
By: Andrew_Butter
The good news is that the Saudis are saying $70 to $80 is “Fair”. The bad news is they may change their minds and with oil knocking at the door of $90 and some OPEC malcontents muttering $100, they are starting to look a bit wobbly. Or even if they are “steadfast”, perhaps they won’t be able to pump enough oil to contain prices?
In 1985 OPEC was holding back 11 million barrels a day of capacity, in 1995 that had dwindled to 2 million a day, today no one is sure. The leverage to keep oil prices down is a function of how much “ammo” you have.
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Tuesday, December 14, 2010
Silver Monster Move in the Making / Commodities / Gold and Silver 2010
By: Ronald_Rosen
We don’t often see a chart that promises us a monster move. When we finally discover one it usually comes with a number of ifs. This quarterly logarithmic silver chart, although promising us a monster move, is no exception to the rule of ifs. The ifs are clearly outlined. Will the price of silver close over the mid trend line? If the price of silver does close over the mid trend line will it have a 5 wave move as did Major Wave One? Read full article... Read full article...
Tuesday, December 14, 2010
Gold & Silver Not Crowded Trades as J.P.Morgan Materially Cuts Short Silver Position Says Source / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD rose to 1-week highs above $1400 per ounce overnight in Asia on Tuesday, rising as the Dollar fell on the forex market, before slipping back after new data showed much stronger-than-expected US retail sales and factory-gate inflation for November.
Crude oil slipped from $88.70 per barrel, and base metals also dipped.
Tuesday, December 14, 2010
Gold Over $1,400/oz Again, Supported by Inflation and Paper Currency Concerns / Commodities / Gold and Silver 2010
By: GoldCore
Gold has risen in major currencies again today on continuing concerns about the dollar and paper currencies, and growing concerns about the emergence of inflation internationally. Commodity prices remain strong with bellwether copper rising to new record nominal highs and oil continuing to hover near $90 a barrel.