Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, November 19, 2010
Which Way Will Silver Pop? / Commodities / Gold and Silver 2010
Team, We know it has been a rough couple of days, however, silver prices showed its true strength today as it bounced back to close in New York City at $26.93/oz, registering a gain of $1.30/oz or 5.07%. The recovery began in Sydney, three cheers for the Aussie gold bugs, carried through in Hong Kong and Singapore, three cheers there too, then onto London where they also managed to push silver prices higher. Well done to all the buyers out there.
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Thursday, November 18, 2010
What Could Trip Gold Up? / Commodities / Gold and Silver 2010
David Galland, Managing Editor, The Casey Report writes: Can you visualize a possible scenario that could put a sudden end to the secular rise now underway in gold and silver?
In a recent conference call with the research team of The Casey Report, we once again collectively tried to imagine what situation… what scheme… what government manipulation… might finally put a stake through the heart of gold.
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Thursday, November 18, 2010
Top Oil and Gas Shale Plays / Commodities / Oil Companies
He may not be a theater critic, but SunTrust Robinson-Humphrey Analyst Neal Dingmann is amply qualified to critique the best plays in the energy sector—onshore and offshore, natural gas and oil and even his list of the top-five shale plays. His exclusive interview with The Energy Report also touches on recent and potential mergers and the power of politics.
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Thursday, November 18, 2010
Global Warming Not the Only Green Bubble Bursting? / Commodities / Climate Change
Writing in the American Thinker (November 5) whose name itself could be a classic oxymoron, the scientific freethinker S. Fred Singer had this to say about the imploding green energy cleantech asset bubble:
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Thursday, November 18, 2010
Update on Gold Junior Miners GDXJ ETF / Commodities / Gold & Silver Stocks
GDXJ is the ETF for junior miners and in particular junior gold companies. This sector has been very strong in 2010 and has solidly outperformed its counterpart, GDX as well as Gold.
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Thursday, November 18, 2010
Silver Physical Supplies and Price Action / Commodities / Gold and Silver 2010
The basic tenets of economics tell us that supply, demand, and price as all intertwined, especially in free markets. While the silver market may be not as free as we would like, compared to most, it is relatively free, and it should be very much subject to basic economic laws.
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Thursday, November 18, 2010
Battle for the Silver Market on December Expiration / Commodities / Gold and Silver 2010
There's a war waging for the silver market, and the war will soon break out over the course of the next week. Each month, as options and futures in the silver markets reach expiration, the bankers, investors and world interests plow into the market with shorts, pushing prices down and stymieing the total amount of delivery off the exchange.
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Thursday, November 18, 2010
Megatons To Megawatts: Thirteen Percent Or Four Percent ? / Commodities / Nuclear Power
President Barack Obama has moved into high gear trying to prolong the US-Russian "Megatons to MegaWatts" program for turning mostly Russian nuclear warheads into reactor fuel. He has enlisted former top defense and foreign policy officials from past Democratic and Republican administrations, in a bid to push the Senate to ratify a stalled nuclear arms treaty with Russia.
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Thursday, November 18, 2010
Gold and Silver Rally as Euro, Stocks and Commodities Jump on Irish Bail-Out / Commodities / Gold and Silver 2010
THE PRICE OF GOLD recovered half of this week's 3% drop by the start of New York trading on Thursday, briefly touching $1355 per ounce as the Euro currency jumped vs. the Dollar on news that Ireland is about to accept an EU rescue.
Global stock markets jumped, adding 1.5% to New York's S&P index atThursday's opening, while commodity prices rose up to 2%.
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Thursday, November 18, 2010
The Colombian Gold Rush / Commodities / Gold & Silver Stocks
New mining companies looking to benefit from the skyrocketing gold price are popping up like daisies after a spring rain, which could put you on the road to riches instead of the road to ruin. The Gold Report caught up with Exploration Insights Writer Brent Cook at the New Orleans Investment Conference to get his take on economic viability versus geology. Cook, who is also an exploration analyst and geologist, discusses why Colombia may be more like the Yukon than investors think.
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Wednesday, November 17, 2010
The Yukon Metals and Mining Boom: Today’s Hottest Investment Play / Commodities / Metals & Mining
Andrey Dashkov, Editor, Casey’s International Speculator writes: Building on the spectacular early takeover of Underworld Resources by gold major Kinross this June, recent discoveries in the Yukon Territory have made this large region of frozen tundra the hottest area play in the junior resource sector today.
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Wednesday, November 17, 2010
Gold and Silver Signs of Fatigue / Commodities / Gold and Silver 2010
The biggest point of discussion over the past few days has been the relative strong performance of the US Dollar and its impact on precious metals. Precious metals continue to be negatively correlated with the USD Index, although to a lesser extent. Gold, silver and mining stocks have held much of their recent gains even as the dollar rallied. It appears that metals have been moving in tune with the general stock market more so than the dollar and it seems that when watching stocks has become more important recently for precious metals investors. A rally is likely in the coming months and a stronger correlation could be seen in the days ahead.
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Wednesday, November 17, 2010
Rally Phase for Silver SLV ETF / Commodities / Gold and Silver 2010
Since yesterday morning's pivot low at 24.44, right off of the Aug-Nov up trendline, the iShares Silver Trust (NYSE: SLV) has climbed to 25.33 (+3.6% so far), in what looks like the initiation of either of two scenarios. One would be a recovery or intervening upleg within a larger corrective, or digestion, period.
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Wednesday, November 17, 2010
Gold's Allure Tied to Interest Rates / Commodities / Gold and Silver 2010
The continued bull market in the price of gold has been one of the staple discussions in the financial media for the better part of a decade. But, in that time, almost no consensus has emerged to explain the phenomenon. If you ask ten Wall Street pundits to explain the upward movement, you will most likely get nearly ten different answers.
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Wednesday, November 17, 2010
A Politician In Every POT / Commodities / Metals & Mining
[Journal Preface] Did we mention we’re contrarians at heart? As October wore on and legions of new “experts” declared resources the place to be we started to get uncomfortable with the sudden surfeit of company we had in the metals space. Not that we mind fresh buyers coming in after we own something. Far from it. Still, things became so good so quickly it’s hard not to get nervous.
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Wednesday, November 17, 2010
Gold Steadies on Private Chinese Demand / Commodities / Gold and Silver 2010
THE PRICE OF GOLD and silver bounced near two-week lows in London and early New York trade on Wednesday,holding below $1340 and $25.75 per ounce respectively.
Global stock markets steadied, but Chinese equities ended sharply lower on fresh rumors of imminent interest-rate hikes, while commodity prices capped their 3-day sell-off.
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Wednesday, November 17, 2010
John Paulson's Secret Gold Stocks Investment Strategy / Commodities / Stock Markets 2010
John Paulson almost single-handedly made gold “cool” again on Wall Street.The man who made billions betting against subprime debt put the spotlight on gold when his firm revealed in May 2009 that he was betting on gold in a big way.
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Wednesday, November 17, 2010
Buy Silver to Crash JP Morgan Due to its Giant Short Position / Commodities / Gold and Silver 2010
Mike Maloney was recently in Europe working on his next top-secret project. While passing through France, Mike got the chance to visit with the one and only Max Keiser.
Intelligent, witty, and never bashful, Max Keiser is pure financial entertainment. With over 25 years of experience with markets and finance, Max often draws from first hand experiences when providing his listeners explicit insights on how the financial markets truly operate.
Tuesday, November 16, 2010
Gold and Silver Continue to Tumble Against Rallying U.S. Dollar / Commodities / Gold and Silver 2010
THE PRICE OF GOLD fell for the sixth session running vs. the Dollar in Asian and London trade on Tuesday, dropping to a near-two week low as the US currency rose and global stock markets fell hard.
The Gold Price in Euros, Sterling and Japanese Yen also slipped, but lost just 0.5% from last week's finishes.
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Tuesday, November 16, 2010
Rhodium Opportunity to Diversify Gold and Silver Portfolio When Prices Seem Inflated / Commodities / Rhodium
RHODIUM TRADING THOUGHTS is about timely and profitable trading of precious metals. We do not believe every turn in the market can be called. Our goal is that our recommendations should be profitable. Profits are the goals, not trades. Do not expect all recommendations to be profitable. No system can achieve that lofty goal. Our goal is simply to state whether conditions for a metal are favorable or not.
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