Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Sunday, December 05, 2010
Gold, WOW! That Was Some Week / Commodities / Gold and Silver 2010
By: Merv_Burak
WOW! That was some week. Gold at new closing highs (but not intra-day highs) and silver going gung-ho. But wait, what’s this? Relatively low volume, for both, on this recent move. Could this be a fake move? Who knows but it is something to think about.
Sunday, December 05, 2010
Start Hoarding Gold and Silver Right Now / Commodities / Gold and Silver 2010
By: Investment_U
Carl Delfeld writes: Over the past decade, gold has trounced stocks across the board.
No big secret there, of course.
But the margin of the beating might surprise you…
Read full article... Read full article...
Sunday, December 05, 2010
Six MORE Forces to Push Gold Higher into 2011 / Commodities / Gold and Silver 2011
By: Sean_Brodrick
Gold recently logged a 25% gain so far this year, and many people think it’s time to bank gains and head for the benches. While I’m never opposed to grabbing nice gains, I think there are much NICER gains to come in gold.
I can give you a list of forces I’ve told you about before — lack of new supply, new and surging demand from gold ETFs, the world’s central banks switching from net sellers to net buyers, and more.
Read full article... Read full article...
Saturday, December 04, 2010
Investors are Making Huge Gains from Uranium and the Move Has Just Started / Commodities / Uranium
By: DailyWealth
Chris Mayer writes: Uranium, the feedstock for nuclear reactors, is finally making its move...
From a low of about $40 per pound in the summer, uranium spot prices recently graced $53.50 – an increase of 32% since the lows of June. It's now challenging two-year highs.
Saturday, December 04, 2010
California Consumes More Oil Than China: Fact or Market Manipulation? / Commodities / Crude Oil
By: Dian_L_Chu
In this clip dated Nov. 17, CNBC's Sharon Epperson quoted an analyst's note from HSBC pointing out that California currently consumes more crude oil than China. As I do not have a copy of the HSBC report, and therefore cannot verify how the conclusion was reached; however, it is hard for me to fathom California even belongs in the same sentence with China on any economic measures. Read full article... Read full article...
Saturday, December 04, 2010
The Irrationally Rising Gold Price? / Commodities / Gold and Silver 2010
By: Brian_Bloom
I have made so many wrong calls in the past few months that I’m starting to wonder why.
Because I have for years had a policy of not using the charts for “trading” decisions it has not been impacting on either my ego or my bank balance that I have been wrong or that I have been wrong so often. What has been bothering me is what have I been missing?
Read full article... Read full article...
Saturday, December 04, 2010
Solving the Global Iron Ore Shortage / Commodities / Metals & Mining
By: The_Gold_Report
If there is one thing UBS Securities' Dieter Hoeppli knows it's steel. As global head of steel, as well as metals and mining in the Americas for UBS, he's spent the last 20 years analyzing the steel business and acting as an advisor on countless mergers and takeover deals. He regularly travels the world and crunches numbers to determine what's going to grow and what's not. In this Gold Report exclusive, we take you inside the recent Forbes & Manhattan summit for some of Dieter's candid thoughts on the shortage of iron ore global steel manufacturers are now facing.
Saturday, December 04, 2010
Gold and Silver Investors and Year End Tax Loss Selling / Commodities / Gold and Silver 2010
By: Jeb_Handwerger
What has been completely overlooked or not mentioned during this sizable run up in stock market profits, including the precious metals sector, is the imminent advent of tax loss selling. Every year around this time, as sure as snow falls in Vermont, more than ever, there are reasons why this unmentioned event is apt to be at least modestly affecting stocks before the year end especially precious metals.
Read full article... Read full article...
Saturday, December 04, 2010
Gold and the Twilight of the Euro / Commodities / Gold and Silver 2010
By: Adrian_Ash
Germany's "swivel-eyed" gold bugs simply show more imagination than journalists, policy-makers and academic economists...
MONEY is always and everywhere a political phenomenon, nowhere more clearly than Germany.
Read full article... Read full article...
Saturday, December 04, 2010
Silver Shortage Pre Panic Trend Line, 21st Century Bull Market Junctures / Commodities / Gold and Silver 2010
By: Bill_Downey
For years we have heard of the coming silver shortage but somehow price was always contained and was a wild swinging commodity. But that changed last spring when allegations of silver manipulation made it to mainstream internet sites and became a focal point of testimony by Bill Murphy of GATA to the CFTC in early spring. Since last August the silver market has been on a tear to the upside and the physical market is now again facing reported shortages. The demand for coin is at its highest levels in 25 years as reported by coin dealers.
Read full article... Read full article...
Friday, December 03, 2010
Gold Stocks Big Picture Investing The Only Way to Go! / Commodities / Gold & Silver Stocks
By: Jeff_Clark
By Jeff Clark, Senior Editor, BIG GOLD writes: Wanna know how to make a small fortune in the stock market? Start with a large fortune and buy stocks based on your emotions. Wickedly funny. Disastrously true. Letting your emotions determine the timing of stock purchases means buying when everyone around you is buying – that’s why you feel so certain – and ensures you will enter near an interim top.
Friday, December 03, 2010
Global Gold Mining Stocks Trends / Commodities / Gold & Silver Stocks
By: Zeal_LLC
Gold mineralization knows no borders. This most precious of metals can be found within the highest mountains, densest jungles, hottest deserts, and deepest bowels of the underworld. But since all land is outlined by borders, gold mining’s global affair is bound by country-level dynamics. And with the mined supply trending down, these dynamics have become increasingly important.
Since the beginning of gold’s secular bull in 2001, global production is down well over six million ounces annually. And in an environment where demand is on the rise, this has become a huge structural problem. Mining companies have faced challenge after challenge, and are having a heck of a time supplying the markets.
Read full article... Read full article...
Friday, December 03, 2010
China's Gold Demand Explodes / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
Chinese demand is behaving as we predicted. If you look at the recent history of Chinese gold demand, you start in 2003 when gold ownership was acceptable, having been banned from 1945 until then. This occurred at a time when the agency for the People's Bank of China began buying gold for their reserves. Prior to that, HSBC tried to persuade China to buy gold, but the time was not quite right for them. Now it is very right for China to buy gold. What has happened since 2003 and during 2010?
Friday, December 03, 2010
Gold Rises on Weak US Jobs Data, Bull Market "Dependent" on Low US Rates / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD reversed an earlier dip towards yesterday's low of $1385 per ounce at the start of New York dealing on Friday, holding onto a sharp drop vs. the Euro as the single currency rose – and the Dollar fell – on news of much weaker than expected US jobs growth.
World equities had moved sideways – and major-economy government bonds fallen – but broad commodity markets rose, with US crude oil contracts pushing to fresh two-year highs above $88 per barrel.
Friday, December 03, 2010
Gold and Silver Ready to Break out on Chinese Demand, Korean Tension and Currency Risk / Commodities / Gold and Silver 2010
By: GoldCore
Gold is higher in all currencies again this morning (see Cross Currency Table below) and is heading for a second weekly gain in dollars (and other major currencies), as China's imports surged, geopolitical risk in the Korean peninsula remains elevated and uncertainty about the euro, currencies and paper assets in general is leading to continued safe haven demand.
Friday, December 03, 2010
The Gold Confiscation Con Scare Tactic To Get You to Buy Gold Coins / Commodities / Gold and Silver 2010
By: Peter_Schiff
If you've spent enough time in the gold community, you might be under the impression that the most imminent threat to the average American isn't terrorism or unemployment, but rather gold confiscation. Starting with the fact that FDR confiscated gold during the last Great Depression, and continuing to the quite accurate forecast that we are headed into an even Greater Depression, unscrupulous coin dealers have been pushing investors to buy expensive "numismatic" or "collectible" coins that they claim would be protected from government seizure. The only problems are that the original motive for confiscation no longer applies and the "protection" offered by major coin dealers wouldn't actually help you keep your gold.
Friday, December 03, 2010
Yukon Gold Rush, Northern Exposure / Commodities / Gold & Silver Stocks
By: HRA_Advisory
November is a busy conferencing month due in part to post-field season confabs by the exploration community. This year marked a shift for us from Quebec’s annual get together, to the one in Yukon with which it unfortunately conflicted.
Read full article... Read full article...
Friday, December 03, 2010
The Shale Oil Revolution, Pushing the Boundaries / Commodities / Crude Oil
By: The_Energy_Report
Junior oil and gas companies are snatching up land surrounding the Bakken formation, pushing its boundaries further and further into Canada and the U.S. In this exclusive interview, Keith Schaefer, publisher of the Oil and Gas Investment Bulletin, tells The Energy Report which companies have the property and technology to profit from this ever-expanding frontier.
The Energy Report: Keith, the Oil and Gas Investment Bulletin primarily covers the Canadian oil and gas (O&G) industries. What's newsworthy north of the border right now for our U.S. readers?
Thursday, December 02, 2010
Gold, Wealth You Can Wear / Commodities / Gold and Silver 2010
By: Jeff_Clark
Jeff Clark, Senior Editor, BIG GOLD writes: In 1975, as Saigon was falling, South Vietnamese refugees were air-evacuated into Guam and the U.S. The company Deak-Perera was hired by the State Department to serve as the official "money changer" for the refugee camps, and it quickly became apparent to the employees that even the most prominent of Vietnamese citizens arrived with nothing but the clothes on their backs and whatever belongings they could carry. It was a somber scene.
Thursday, December 02, 2010
All That Sparkles Isn’t Necessarily Gold / Commodities / Gold and Silver 2010
By: Jim_Farrish
Precious metals have become a household investment. Your neighbor may not be buying gold bars and putting them in the garage, but the average investor is putting more of their money into the sector. Gold historically has been the metal of choice and has offered market beating performance since the summer of 2002. If you google ‘gold investing’ you get more than 77 million choices. Leave it to Wall Street to come up with an excess of ways to invest in the metal.