Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, November 16, 2010
North America is the New Saudi Arabia, Natural Gas is the Future of Energy / Commodities / Natural Gas
Kent Moors, Ph.D. writes: Sometimes the most important impact on a raw material commodity comes less from its actual extraction and more from how product is introduced into new markets.
Indeed, that is becoming the next major development in North American natural gas. The expansion in liquefied natural gas (LNG) exports may well hold the key to turning a glut into advancing profit.
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Monday, November 15, 2010
Gold Standards, the World Bank, and Fiscal Responsibility / Commodities / Gold and Silver 2010
Since World Bank president Robert Zoellick put forth the idea for a new global currency that was influenced by the price of gold, the global media has pounced on his remarks, and completely misconstrued them to report that he was advocating for a ‘return to the gold standard’.
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Monday, November 15, 2010
Is Gold a Bubble, If So When Will it Pop? / Commodities / Gold and Silver 2010
When everyone from Jim Cramer to Mr. T is hawking gold - and when the price has risen to all-time highs - it sure feels like a bubble.
On the other hand, the super rich - who presumably know a thing or two about investing - are buying gold by the ton.
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Monday, November 15, 2010
Gold Tumbles, What's Going to Happen Next? / Commodities / Gold and Silver 2010
Last week everyone was cheering as gold and other commodity markets were making new highs. This week however, things have changed as everyone seemed to want to jump through the same door, at the same time, putting a great deal of downside pressure on many markets.
This phenomenon sometimes happens when people have multiple positions in multiple markets in the same direction. When they start to take profits, there is no one left to buy.
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Monday, November 15, 2010
Gold Tracking Euro as Ireland Refuses Bail-Out / Commodities / Gold and Silver 2010
THE PRICE OF GOLD fell back towards Friday's 1-week low in Asian and London trade on Monday, holding above €1000per ounce for Euro investors as Irish bonds rallied but the single currency continued to drag along 7-week lows to the Dollar.US stock markets opened higher after their worst week in 3 months, as new data showed a surprise jump of1.2% in Retail Sales, plus a 0.9% rise in Business Inventories.
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Monday, November 15, 2010
Protect Your Gold From the Government, Simple Asset Protection Secrets from Switzerland / Commodities / Gold and Silver 2010
Steve Sjuggerud writes:
As you read this, I'm in Zurich, Switzerland...
My publisher is hosting a seminar there for our lifetime subscribers. We're covering the best ideas in asset protection today.
From what I've seen, most Americans these days haven't even thought about protecting their assets.
Monday, November 15, 2010
How to Forecast and Profit From the Bursting of the Gold Bubble / Commodities / Gold and Silver 2010
Amos Richards writes: Gold last week careened to a record high $1,414.85 an ounce in a surge that was sparked by the U.S. Federal Reserve's plan to purchase $600 billion of U.S. Treasuries in a second phase of quantitative easing (QE2).
The yellow metal may have yet more room to run, as uncertainty in the marketplace remains high and the dollar low.
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Monday, November 15, 2010
MarketWatch Attempts to Explain "Why Gold is a Bad Investment" / Commodities / Gold and Silver 2010
Jonathan Burton at MarketWatch attempts to present a case Why gold is a bad investment.
Read full article... Read full article...Gold isn’t like a stock or a bond. It offers no income, no dividend, no earnings. It is considered a store of value, an alternative currency that’s safe beyond reproach, but it is not cash in the bank, or even the mattress. Gold has no untapped intrinsic value; it is worth only what people are willing to pay for it. And lately, many people have been only too willing.
Sunday, November 14, 2010
Why You Should Have Silver as well as Gold in Your Portfolio / Commodities / Gold and Silver 2010
Jerry Western writes: Silver has had quite a run the last couple months so it’s no surprise that it has gained much attention and interest from investors – even more so than gold. It is extremely volatile, however, and tends to rise or fall in spurts so I’d like to focus on its attributes as compared to gold, make a case for holding some, and discuss some ultimate price possibilities.
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Sunday, November 14, 2010
Gold Price Worst Plunge Since February, Will it Do the Same Again? / Commodities / Gold and Silver 2010
Ouch! That was some decline on Friday, the worst single day decline since early Feb. The Feb decline ended the next day and gold took off for a $350 advance until this past week. Will it do the same again?
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Sunday, November 14, 2010
The United States Has Too Much Natural Gas / Commodities / Natural Gas
The U.S. is starting to supply gas to Europe. The surplus of domestic production and the active procurement of LNG in Qatar allowed the country to re-export gas using the so-called arbitrage transactions which means transferring purchased gas to new buyers. The first gas transport will come to the UK this weekend.
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Sunday, November 14, 2010
Energy Sector Outlook Positive for Investors / Commodities / Crude Oil
Trends in the energy sector remain positive. We think current conditions and trends have created one of the best investment environments for us in years:
EIA Demand Forecast - Last month the International Energy Agency (IEA) raised its 2010 global oil demand forecast upward, to 86.9 million barrels per day from 86.6 million barrels per day. This will be an increase of 2.0 million barrels per day over year earlier levels.
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Sunday, November 14, 2010
How to Get In Early On America's Next Great Commodity Boom / Commodities / Natural Gas
Chris Mayer writes: If you're interested in safely making money in commodities over the coming decade, I have two important numbers for you...
The first is the price of natural gas in the U.S. – which is less than $4 per million British thermal units (mBtu).
Sunday, November 14, 2010
iShares Silver Trust (SLV) Growing at a Blistering Pace / Commodities / Gold and Silver 2010
We kick off with a quick look at the ‘weekly’ chart of iShares Silver Trust (SLV) which shows the sudden jump in the volume of shares traded last week largely attributable to the surprise changes to the rules governing the use of margin, which were introduced with immediate effect, causing investors to scramble to meet higher margin requirements.
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Saturday, November 13, 2010
Why Some Think a Gold Standard Wouldn’t Work / Commodities / Gold and Silver 2010
There is a lot of wailing and gnashing of teeth from Moron Keynesian Trash (MKT) about the brave Robert Zoellick, president of the World Bank, saying that what the world needs is a modified gold standard for currencies, which it does, in spades.
The Financial Times, long a champion for Keynesian stupidity despite constant inflation in prices, had an editorial from one of these MKT, who opines, “Could a gold standard help international currency co-ordination? In theory it could, if the state were willing to accept the restrictions on national monetary policy and the currency account adjustments that a gold standard entails.”
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Saturday, November 13, 2010
Panic Time for Peak Oil Pundits / Commodities / Crude Oil
It seems the panic time for both green enthusiasts and peak oil pundits.
According to a new paper by two researchers at the University of California – Davis, it would take 131 years for replacement of gasoline and diesel given the current pace of research and development; however, world's oil could run dry almost a century before that.
Saturday, November 13, 2010
Volume Signals Gold and U.S. Dollar Counter Trend Move / Commodities / Gold and Silver 2010
Price action that comes after a major announcement reveals a lot about underlying economic trends and the psychology of the market. Leading up to the election investors became enthusiastic on precious metals and commodities as QE2 was celebrated. Then the official announcement of QE2 caused the precious metals to gap higher as euphoria of the Fed's move were celebrated. As the celebration continued for gold bugs, as hard as it was, I believed was time to fight the investment herd and take profits. I warned readers that a healthy correction could begin and do not buy the recent breakout. Key high volume reversal days and negative divergences indicated there could be 15-20% correction and a countertrend rally in the dollar.
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Friday, November 12, 2010
Trading Gold Options with Long-term Calendar Spreads / Commodities / Gold and Silver 2010
At this point anyone following financial markets realizes that current market conditions are directly impacted by the movement of the U.S. dollar. Recently the dollar has shown strength and could potentially be putting in an intermediate or potentially longer term bottom. At this point it is a fool’s game making predictions, but the current Dollar Index daily chart shows that the price is above the 20 day simple moving average which is generally a bullish signal. The daily chart of the Dollar Index (.DXY) can be seen below.
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Friday, November 12, 2010
Silver Consolidation and Monetary Reforms Give Gold Seal of Approval / Commodities / Gold and Silver 2010
Now it’s official! The yellow metal has gotten the golden seal of approval. This week none other than the President of the World Bank said leading economies should consider readopting a modified global gold standard to guide currency movements. Writing in the Financial Times, Robert Zoellick, the bank’s president since 2007, says we need a successor to what he calls the “Bretton Woods II” system of floating currencies.
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Friday, November 12, 2010
Can Gold Do Now What The Rentenmark Did For Germany In 1923? / Commodities / Gold and Silver 2010
What was a "Rentenmark"?
At the left you see a one billion Mark note that was among the last printed notes of the Weimar Republic which saw the dreadful hyperinflation from the war's end to August 1923. At the right was a currency that replaced it and which helped terminate the hyperinflation that infested Europe, but was at its worst in Germany.
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