Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, November 23, 2010
Commodity Price Inflation, What is Likely Impact in the United States? / Commodities / Inflation
The S&P GSCI commodity index has moved up 11.3% from a year ago on November 19, 2010 (see Chart 1). The trade weighted dollar declined 1.2% from a year ago as of November 12, 2010. The immediate inference is that the extent of gains in the commodity price index is larger than the decline of the dollar. By implication, commodity price gains reflect more than the depreciation of the greenback.
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Monday, November 22, 2010
Agri-Food Stocks Investment Opportunities Ahead / Commodities / Agricultural Commodities
Fortunately for investors the majority of the world does not allow either bumbling Bernanke or wealth confiscating Obama Regime to manage economic policy for them. What that means is that once one departs the shores of the U.S., leaving its wealth destroying policies and laws behind, economic growth is possible. That reality allows investors to find economic sectors that are benefiting from economic growth.
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Monday, November 22, 2010
Gold Traders Torn as Ireland Takes Bail-Out But Euro Falls / Commodities / Gold and Silver 2010
THE PRICE OF GOLD closely tracked the Euro currency on Monday morning, initially rising after Ireland agreed a €90 billion rescue package from its European partners and the International Monetary Fund, but slipping back after Dublin coalition members the Green Party then called for a general election in January.
Monday, November 22, 2010
Natural Gas Has Better Days Ahead (in Two Years) / Commodities / Natural Gas
Natural gas posted the first weekly increase this month in the week of Nov. 14, on forecasts of colder than normal temperatures in most of the eastern U.S. from Nov. 24 through Nov. 28, which could spur an average 20 percentage rise above the normal heating demand.
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Monday, November 22, 2010
Gold Standard Time / Commodities / Gold and Silver 2010
The expression, “gold bug,” has two meanings. In politics, a gold bug is someone who favors the gold standard. The phrase was first used in the election of 1896 to indicate the supporters of William McKinley, who favored the gold standard, as opposed to the supporters of William Jennings Bryan, who favored adding silver to the system to increase the money supply. On July 9, 1896, Bryan gave a famous speech at the Democratic convention in Chicago in which he said: “You shall not crucify mankind upon a cross of gold.”
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Monday, November 22, 2010
Invest in Gold, Silver and Commodities Today to Withstand From the Economic Realities of Tomorrow! / Commodities / Gold and Silver 2010
An understanding of the current economic realities and trends suggest that investing in natural resources (i.e. energy, agriculture and minerals – and especially gold and/or silver) - is virtually guaranteed to be the most investor-friendly sector. Below we outline the economic storm we are about to experience, how best to prepare to withstand the expected hurricane winds, high seas and torrential downpours and which safe haven investment alternatives to invest in to ride out the storm of the century and prosper in the years ahead.Read full article... Read full article...
Monday, November 22, 2010
The Gold and Silver Trading Play Has Gone To Greed? / Commodities / Gold and Silver 2010
The past few months it seems the gold and silver play has been getting a little crowed with everyone wanting to own gold. While I am a firm believer that these precious metals are a great hedge/investment long term, I can’t help but notice the price action and volume for both metals which looks to me like they are getting exhausted.
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Sunday, November 21, 2010
How HIGH Could Silver Go in December? / Commodities / Gold and Silver 2010
There is no other way to describe silver's price movement of the past 13 weeks other than to call it parabolic. With that in mind, I thought it would be interesting to do a little study of past silver parabolic moves and see if I could get a handle on just how high silver could travel into December before it implodes.Read full article... Read full article...
Sunday, November 21, 2010
Gold Top Head and Shoulder (H&S) Pattern? / Commodities / Gold and Silver 2010
It looks very much like we have reached a top in gold, but for how long? The past week has traced out the initial potential of a head and shoulder reversal pattern (more on this below) which, if completed, would project to at least the $1230 level. BUT the pattern IS NOT yet completed so there is still hope of more upside. What are the odds?
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Sunday, November 21, 2010
Global Food Prices Set to Spike Higher Again / Commodities / Food Crisis
The latest report issued by the UNO indicates that food prices are yet again set to reach record levels due to the fact that it is more economical for farmers to produce commodities which have better paybacks than to produce financially less attractive foodstuffs which feed people. Once again, the focus on the bottom line is sending millions into food insecurity in a world where there are one billion people undernourished.
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Saturday, November 20, 2010
Rare Earth Elements (REEs) / Commodities / Metals & Mining
The rare earths are a group of 17 elements comprising Scandium, Yttrium, and the Lanthanides. The heavy rare earth elements, HREE. Light REE's are made up of the first seven elements of the lanthanide series - Lanthanum (La, atomic number 57), Cerium (Ce, atomic number 58), Praseodymium (Pr, atomic number 59), Neodymium (Nd, atomic number 60) Promethium (Pm, atomic number 61) and Samarium (Sm, atomic number 62).Read full article... Read full article...
Saturday, November 20, 2010
Target Zones for Buying Silver / Commodities / Gold and Silver 2010
Jeff Clark, Senior Editor, BIG GOLD writes: Yesterday, we looked at the major spikes and corrections in gold in order to determine where we might buy, so let's look at the same with silver today.
As you know, silver is more volatile than gold. That means two things. If you own it, expect the price to have bigger surges and larger downdrafts. And if you're buying it, you have greater opportunity to snag it at lower prices.
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Saturday, November 20, 2010
Gold Analyst Who Puts the Bull in Bullish / Commodities / Gold and Silver 2010
Dundee Wealth Inc. Chief Economist Martin Murenbeeld is long on opinion and the gold market. "Gold bullion is in a long-term bull market. And that's going to go on for a number of years," he predicted during the recent Forbes & Manhattan Resource Summit in West Palm Beach, Fla. Analysts David Keating, Mackie Research Capital Corp., and Paolo Lostritto, Wellington West Capital Markets, also participated in this Gold Report exclusive, giving candid views of the global gold markets and plenty of reasons to be a gold bull.
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Saturday, November 20, 2010
Beginning of The Gold Plunge, or Just a Golden Breather? / Commodities / Gold and Silver 2010
It’s no secret that the U.S. is borrowing too much, that China manipulates its currency and that Europe’s fiscal troubles are growing at the same time that “the luck of the Irish” is running out. There does not seem to be any international political will to cooperate to rectify any of these imbalances.
The G-20 meeting in Seoul, South Korea, achieved nothing to improve global imbalances and end the currency conflicts.
Friday, November 19, 2010
Why Are Gold and Silver Falling Despite Currency War? / Commodities / Gold and Silver 2010
National interests dominateStarting with the U.S. and its response to global annoyance at quantitative easing, we see that the U.S. has little choice but to follow its mandated path of using its money to stimulate growth inside the U.S. In turn, China feels that to maintain social order within its borders it must hold down the Yuan to keep its manufacturing sector healthy in the global marketplace. Following those examples, every other nation will frame its exchange rate policy on a similar basis, with the emphasis on internal price stability for the benefit of local employment. These are the rules of the currency game as well as the root of the potential failure of currencies to operate internationally.
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Friday, November 19, 2010
Gold Investor Antidote to Globalists Threat to U.S. Dollar Gold Investments / Commodities / Gold and Silver 2010
“Dollars newly printed for free by The Private for-Profit Fed (and loaned at interest to the U.S. Taxpayer) diminish the Purchasing Power of those already in circulation. Therefore, Quantitative Easing is Taxation without Representation.” Deepcaster
“Let the economists gasp: The classical gold standard, the one that was in place from 1880 to 1914, is what the world needs now. In its utility, economy and elegance, there has never been a monetary system like it…
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Friday, November 19, 2010
Gold Bull Market Seasonal Rally Analysis / Commodities / Gold and Silver 2010
Following gold’s sharp retreat over the past week or so, traders are wondering how low it will go. Is this metal in a pullback or a correction? The former is a minor and healthy mid-upleg event, a great buying opportunity. But a full-blown correction is a major upleg-ending selloff, meaning the worst is yet to come. Interestingly, today’s gold seasonals are one argument in favor of the milder pullback scenario.
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Friday, November 19, 2010
Gold and Silver on a Roller Coaster as China Tightens Rates / Commodities / Gold and Silver 2010
THE PRICE OF GOLD fell hard from a second attempt to breach $1360 per ounce in London trade on Friday, heading for its fourth weekly loss over the last 3 months for Dollar investors on what one trader called "a rollercoaster day" for precious metals.
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Friday, November 19, 2010
Soybean Commodity Bulls Retreating After Price Surge / Commodities / Agricultural Commodities
This year’s recovery in Soybeans finally managed to exceed the 2009 high, but has found resistance from a Fibonacci level not much above. The chart is now in pullback mode, turning focus on likely supports.
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Friday, November 19, 2010
South African Gold Miners, Dollar/Rand Rate and the HUI / Commodities / Gold & Silver Stocks
US dollar/SA exchange rateThe Dollar/Rand exchange rate is a very important rate for South African gold miners, as well as an important proxy for gold miners in general. Together with some other indicators, this ratio can tell us when gold miners are about to increase in real terms—that is, as compared to all other asset classes (including gold itself). When this happens, you really want to be in gold miners.
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