Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
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.
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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.
Thursday, December 02, 2010
Gold Sits Tight as Chinese Imports Jump on Negative Real Rates, Spain Calls for Joint-Euro Fiscal Policy / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF physical gold bullion in large, wholesale-market approved bars traded near 3-week highs in London on Thursday, holding within 1% of yesterday's new all-time records for Euro and Sterling investors as world stock markets rose alongside commodities.
Thursday, December 02, 2010
China's Gold Imports Soar by Massive 500% on Investment Demand / Commodities / Gold and Silver 2010
By: GoldCore
Gold and silver are higher again today in all currencies after eking out marginal gains yesterday, when gold rose to new record nominal highs in euros and in British pounds at £895.44/oz. The weakness of sterling against gold shows that the euro and the dollar are not the only currencies about which investors are concerned. Gold at $1,391/oz remains some 2% below its record nominal high seen on the 9th of November ($1,421/oz London PM Fix) and after the recent period of consolidation looks set to challenge this level again.
Thursday, December 02, 2010
Silver Price Forecast $86.75 in 2011, Precious Metals Investment Strategies / Commodities / Gold and Silver 2010
By: Money_Morning
Peter Krauth writes:
Forecasting prices for anything can be tricky. And a precious-metal commodity such as silver is no exception.
With gold holding the leash on its "lapdog" - silver - the performance of the so-called "yellow metal" holds the key to silver prices in the New Year.
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Thursday, December 02, 2010
Gold Price Forecast to Hit $1900 In 2011 / Commodities / Gold and Silver 2010
By: Money_Morning
Peter Krauth writes:
Gold investors are a happy bunch. Those with the luck or foresight to have boarded the golden railroad back in 2001 have experienced a fivefold investment in the "metal of kings." That works out to compounded return of better than 20% a year.
Such a torrid performance has evoked claims that this is just another financial bubble - that's soon to burst.
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Wednesday, December 01, 2010
Gold Explorers Positive Climate in Kazakhstan / Commodities / Gold & Silver Stocks
By: Jeff_Clark
Jeff Clark, Casey’s International Speculator, interviews Dr. Sergey Kurzin
The following is an interview Jeff Clark, co-editor of Casey's International Speculator, conducted with Dr. Sergey Kurzin, a Casey Explorers' League honoree. The Explorers' League regularly inducts serially successful mine finders with at least three economic discoveries under their belts - a true accomplishment considering that most explorers don't even have one economic find throughout their careers.
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Wednesday, December 01, 2010
Gold is Going to Become Priceless! Heres Why / Commodities / Gold and Silver 2010
By: Lorimer_Wilson
Jerry Western writes: If we continue down the same economic path that we have been following for the last four decades - and there is no indication that we won't even if we wanted to, or could, at this point - it is mathematically inevitable that gold and silver will approach infinity in U.S. dollar terms at some point in the future. Yes, approach infinity!
Wednesday, December 01, 2010
Buying Silver to Break JP Morgan / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
For just over a week, activists have been spreading an online call to silver investors: buy physical silver and help bring down JP Morgan. Though the title “activist investor” is often reserved for billionaires with more proxy votes in a company than they know what to do with, this new age surge in investing activism should be appreciated, even if it is a little misdirected.
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Wednesday, December 01, 2010
Gold Bull Market Driven By Depleting Faith in Fiat Currency / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
There is a good reason why the U.S. government prints the phrase “In God We Trust” on the currency. You have to have faith that the pieces of papers you carry in your wallet have value and that you can exchange goods and services for those bits of paper. Fiat money is not "backed up" by anything; intrinsically it is useless paper (nowadays not even that, but mere electronic bookkeeping entries). It is valuable only as far as people believe in its anticipated purchasing power.
Wednesday, December 01, 2010
Gold Rises vs. US Dollar, Eases from Euro Record, as "Complications" Threaten Both Currencies / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD touched a near 3-week high for Dollar investors above $1396 per ounce early in London on Wednesday, slipping back from record highs in Euros and Sterling as the US currency dipped on the forex market.
European stock markets rallied hard – and major government bond prices eased back – while commodities also rose following a raft of stronger-than-expected manufacturing data worldwide.
Wednesday, December 01, 2010
Gold Up USD 3% in November, 9% in EUR, Silver Surges 14% and 22% / Commodities / Gold and Silver 2010
By: GoldCore
Concerns of contagion in eurozone debt markets and increasing existential concerns about the actual single currency itself saw gold rise 1% and silver by 3% yesterday (in USD). Gold in euro terms rose by even more as the euro again fell in international markets which saw gold in euros rise to a new record nominal high in euro terms just below €1,070/oz. While risk appetite is on again as seen in the bounce in equity markets, Spanish and Italian bond yields have risen again this morning showing that the risk of contagion remains real. Gold prices have remained robust after yesterday's gain. Read full article... Read full article...
Wednesday, December 01, 2010
Investing in Chinese Rare Earth Metals Mining Companies / Commodities / Metals & Mining
By: Anthony_David
During the recent de facto ban on the export of rare earth shipments to Japan by China, what almost went unnoticed is the fact that the ban was only on raw materials and not on finished goods that utilized rare earths sourced from China. This is viewed as a move by China to force foreign buyers to purchase China’s manufactured goods in addition to the raw materials. Economist Paul Krugman, while not sympathetic to the Chinese cause, blames the US and other advanced economies for getting themselves into such a position of dependence. He has pointed out that one way of breaking free is to do what the Japanese are doing – recycle rare earth metals, or get innovative and design products that do not require rare earths.
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Wednesday, December 01, 2010
First Month of Van Eck’s REMX ETF / Commodities / Exchange Traded Funds
By: Anthony_David
In late October, Van Eck Global launched the first listed exchange-traded fund (ETF) in the United States – the Market Vectors Rare Earth/Strategic Metals ETF (NYSE Arca:REMX), which aims to expose investors to companies involved in the production, refining, and recycling of rare earth/strategic metals. The fund seeks to reproduce, as far as possible, the price and yield performance of the Market Vectors Rare Earth/Strategic Metals Index (Index), which enables investors to track the overall performance of listed companies in that sector. To be listed in the Index, a company must earn over 50% of its revenue from ventures in the rare earth/strategic metals space.
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