Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, October 13, 2010

Gold and Silver Remain Near Nominal Highs - QE2 Leads to Increasing Dollar Concerns / Commodities / Gold and Silver 2010

By: GoldCore

Gold and silver continue to remain robust given the real concerns about the US, Eurozone and global economy. These concerns are creating doubt about the outlook for the dollar, the euro and other fiat currencies due to competitive currency devaluations and currency debasement. Gold has risen to near record nominal highs in British pounds (see chart below) and is less than 1% from a new high in dollars as the dollar has fallen again on QE2 concerns. Despite the recent rise in prices, physical demand remains robust especially in Vietnam, India and Asia.

Wednesday, October 13, 2010

Three Ways to Play the Silver Rally, While Limiting Your Risks with Options / Commodities / Gold and Silver 2010

By: Money_Morning

Larry D. Spears writes: With the global economy struggling to sustain even a modest recovery, the U.S. Federal Reserve pledging further quantitative easing if needed, and the dollar and several other leading currencies showing unrelenting weakness, there have been plenty of reasons for precious metals to rally of late - and gold and silver have done just that.

Wednesday, October 13, 2010

OPEC's Stealth Move on Crude Oil / Commodities / Crude Oil

By: Money_Morning

Kent Moors, Ph.D. writes: Crude dropped for the second straight day yesterday (Tuesday) after Saudi Arabia made it clear that the Organization of the Petroleum Exporting Countries (OPEC) will leave its production targets unchanged at its meeting tomorrow (Thursday). Crude oil for November delivery fell 54 cents a barrel - or 0.7% - to finish at $81.67 a barrel on the New York Mercantile Exchange yesterday. Even with yesterday's decline, oil prices are up 11% over the past 12 months.

Wednesday, October 13, 2010

Gold Bull Market $2,400 Forecast Target Peak By Early 2013 / Commodities / Gold and Silver 2010

By: Joseph_Russo

• Captain's log, trade date 10.07.10 The dawn of the 21st Century continues to produce financial shock waves resulting from a generational abuse of credit, fiat currency systems, and exotic financial derivatives.

Wednesday, October 13, 2010

Gold and Silver Correction, How Low and How Long? / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

The International Monetary Fund's annual meeting at the weekend failed to ease currency battles roiling markets, pushing the dispute off to a summit next month of leaders of Group of 20 countries, with no clear resolution in sight.

Meanwhile, the lines are drawn, the cannons are loaded - the currency war is on.  Each nation is taking unilateral actions to defend its economy from the other in an escalating battle over the value of the world's key currencies.

Wednesday, October 13, 2010

Gold Vs U.S. Treasury Bonds, Which Do You Believe? / Commodities / Gold and Silver 2010

By: Michael_Pento

Any psychoanalyst looking at the behavior of investors today would see clear strains of schizophrenia in a comparison between the markets for gold and US Treasuries.

Currently, the 10-year Treasury yield is setting new lows on a daily basis. In the financial models all economists were taught at school, this would be an indication of an economy with low inflation expectations and a strong currency. But the dollar has fallen over 12% since June, and the price of gold continues to hit all-time highs. These results are completely antithetical. Bonds are flashing a warning sign of deflation, while gold and the dollar presage hyperinflation.

Tuesday, October 12, 2010

How to Make, or Lose, a Fortune in Junior Gold and Silver Exploration Stocks / Commodities / Gold & Silver Stocks

By: David_Galland

David Galland, Managing Director, Casey Research writes: The first thing to know about junior resource exploration stocks is that they are volatile. You can make 50% in a day, and you can lose 50% in a day.

This is due largely to the fact that they tend to be thinly traded. Thus, a whiff of good news, or bad, can overwhelm opposing trades. In the absence of a countervailing bid, the stock can move sharply until it reaches the point that someone is willing to step up and take the other side of the trade. If the news is bad and there's no bid, things get ugly really quickly. Conversely, if the news is good - for example, the recent case of the AuEx buy-out - the volume of buyers rushing to get a hold of stock can blow the proverbial doors off.

Tuesday, October 12, 2010

The Battle Between Fiat Money Versus Gold and Silver / Commodities / Gold and Silver 2010

By: Steve_Betts

We are bearing witness to one of the most prolific battles in modern times; it's the battle of fiat money versus gold and silver. Another way to express this is the Federal Reserve versus the free market, or evil versus good. You don't need soldiers, planes, battleships or missiles. The forces of evil require two printing presses: one for making fiat currency and one for printing misleading propaganda. The forces of good require an adherence to the concepts of value and the primary trend.

Tuesday, October 12, 2010

What the Texas State Fair Taught Me About Inflation / Commodities / Inflation

By: Jared_Levy

I spent my Saturday wandering around the good old Texas State Fair. I walked though the livestock area and stables full of animals of all kinds from all over Texas, and right before exiting I turned to my right to see "Millie" the Brown Swiss cow staring right at me.

My first thought, while staring back into the eyes of this cow, was inflation. Most don't typically associate cows with inflation, I know. But here's what that Brown Swiss cow and inflation have to do with one another...

Tuesday, October 12, 2010

Current Net Asset Value of Certain Precious Metal Trusts and Funds / Commodities / Gold and Silver 2010

By: Jesse

The gold premiums are highly contracted.

This could be the result of arbitrage hedging which we have discussed in the past. Essentially one could buy the futures and sell short PHYS and pocket any premium differential.

Tuesday, October 12, 2010

Gold Down 0.6%; Securitised Mortgage Debt Threatens Second Phase of Financial Crisis / Commodities / Gold and Silver 2010

By: GoldCore

With the Federal Reserve soon to embark on QE2 and printing money and buying US bonds in a sizable way, possibly as soon as November, gold should be well supported when it does correct. As with all bull markets, gold is climbing a wall of worry with the public remaining unaware and (mainstream) media commentary sparse and skeptical. The primary trend remains up and short term pullbacks are to be expected.

Tuesday, October 12, 2010

Gold Bull Market is Far From Topping, USD Index Explains Why / Commodities / Gold and Silver 2010

By: Toby_Connor

Lately I've been seeing quite a few analysts calling for a top in gold. I have to say these analysts don't really understand what's happening. If they did they would know that far from topping, gold is just getting started.

Tuesday, October 12, 2010

Gold and Silver Rally with Stocks on QE2 and Currency Crisis / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD and silver rallied towards Friday's record-high closing levels in London on Tuesday lunchtime, bouncing after world stock markets and commodities had earlier fallen on reports that China is curbing new bank lending to cool its economy.

Banking reserves must be raised by 0.5 percentage points to 17.5% of deposits, Goldman Sachs quoted Beijing officials.

Tuesday, October 12, 2010

Junior Gold Mining Stocks Super Nova / Commodities / Gold & Silver Stocks

By: Richard_Mills

Recently I have been reading and hearing about a commodities bubble. I disagree with the idea of commodities being in a bubble - some may occasionally become overbought and correct. Occasionally we will see profit taking and nervous nellies selling on the backs of the various naysayers. But what some are calling bubbles is simply demand outpacing supply.

Monday, October 11, 2010

Analysis of Junior Mining and Exploration Stocks / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Renowned Exploration Analyst and Geologist Brent Cook produces the weekly Exploration Insights newsletter, covering geology and discoveries worldwide. In this interview, Brent catches up with former EI Writer Paul van Eeden. A fresh addition to Miranda Gold Corp.'s board of directors, Paul offers characteristically frank insights into gold and precious metals and shares several choice companies with The Gold Report.

Monday, October 11, 2010

A New Gold Rush Begins For Emerging Markets / Commodities / Gold and Silver 2010

By: Investment_U

Tony D’Altorio writes: Ten years ago, the western world’s central banks were selling gold from their vaults just as fast as they could… at a rate equivalent to 10% of annual demand, about 442 tons.

They didn’t see any further need for such an ancient symbol of monetary stability in the 21st century. After all, it paid no yield; it just sat there, incurring storage and insurance costs along the way.

Monday, October 11, 2010

Something Has Drastically Changed in the Silver Market / Commodities / Gold and Silver 2010

By: Lorimer_Wilson

Chris Mack writes: Something has drastically changed in the silver market. The banks that once controlled the price of silver are now closing positions at a loss. The commercial shorts have begun to bleed money – and when blood spills sharks will circle. Hedge funds and traders that never even thought of silver before will begin to squeeze the shorts. If the big banks don't quickly regain control of the silver market they may lose it forever.

Monday, October 11, 2010

Dollar Gold, Rand Gold, DOW, JSE Gold and HUI / Commodities / Gold and Silver 2010

By: Hubert_Moolman

Let’s start with a big picture view. Below is a long term Dow/gold ratio chart. As you can see on the chart, it has just been one-way traffic the last ten years, with the ratio moving down from almost 45 to about 8.16. It seems that the next temporary stop might be between the 4 and 6 level. I have previously written how the 10 Dow/gold ratio level has been a pivot point back all the way to 1930.

Monday, October 11, 2010

Gold Edges Back as U.S. Dollar Bounces / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF WHOLESALE gold bullion slipped 1% in London on Monday morning, falling to $1342 per ounce as the start of what traders expected to be a quiet New York session approached.

Following heated discussion – but no resolution – of the "global currency war" at this weekend's annual meeting of the International Monetary Fund's members in Washington, the US Dollar rallied from yet another 15-year low to the Japanese Yen beneath ¥81.50, and also bounced from worse than $1.40 to the Euro.

Monday, October 11, 2010

Wheat Retreat Not Yet Complete / Commodities / Agricultural Commodities

By: Seven_Days_Ahead

Following an earlier surge in Wheat prices a normal correction from an early Aug high developed. After a pause this has got going again, and we look for likely lower supports now.