Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, September 24, 2010
Will Gold Become Money as Currencies Race to the Bottom? / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
In the last two weeks we have seen the U.S. dollar move from $1.2751 to $1.3450 against the Euro. It has also fallen against the Pound, the Yen and the Swiss Franc. The Japanese government via the Bank of Japan is weakening the Yen as we write this. The dollar index has fallen to 0.79 [a 4% drop] and points to a further major drop still. The breakdown through support is critical and will incite arguments that the U.S. itself going to weaken the dollar via coming Quantitative Easing. Meanwhile, the gold price is nudging the record price of $1,300 and promising much more!
Friday, September 24, 2010
Gold Acting as "Barometer" of Global Currency Devaluation / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD came within 80¢ of $1300 an ounce Friday morning in London, with front-month gold futures in New York breaching that level, as trader-room rumors said the central banks of both Japan and Switzerland were actively selling their own currencies to depress them on the forex market.
US crude contracts oil rose back above $75 per barrel. World stock markets rose as the Dollar fell on the currency market.
Friday, September 24, 2010
Silver Hits 30 Year Record High at $21.41 / Commodities / Gold and Silver 2010
By: GoldCore
Gold and silver eked out further marginal gains yesterday to close at $1294.30/oz and $21.17/oz. Both have risen again in Asian and European trading with continuing nervousness about the robustness of the economic recovery and loose monetary policies leading to continuing demand. Gold is teasing market participants by hovering just below the psychological $1,300/oz level. Reaching $1,300/oz seems inevitable and market participants are now looking to $1,400/oz, however a correction might come about after the headline 1,300/oz number is reached.
Friday, September 24, 2010
Investing in Cotton: The New “King” of the Commodities Sector / Commodities / Commodities Trading
By: Money_Morning
Jack Barnes writes:
Gold is grabbing the headlines setting daily record highs. Silver is setting an-even-more-torrid pace. Wheat and coffee - American breakfast table staples - are surging due to bad weather around the world.
But there's another commodity that's up big: It's surged as much as 55% in the last 12 months to reach its highest price level in 15 years. And there's plenty more to come: Global demand far outstrips supply, creating an imbalance that won't be solved anytime soon.
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Friday, September 24, 2010
Merger and Acquisitions Area Play Driving Resource Stocks / Commodities / Resources Investing
By: HRA_Advisory
The US unemployment numbers that came out on the day before last summer long weekend were less bad than expected. Or so the markets indicated until ISM manufacturing data in the afternoon cooled enthusiasm some. It had been good Australian and Chinese manufacturing data that turned market sentiment earlier in the week. Arguably the most interesting bit of news had been 100 km long traffic halts in China of coal trucks trying to make deliveries to power plants. More infrastructure gains are obviously needed to keep China growing.
Thursday, September 23, 2010
Alaska’s New Gold Mining Rush / Commodities / Gold and Silver 2010
By: Casey_Research
Louis James, Senior Editor, Casey’s International Speculator writes: Alaska is one of the most prospective and yet most underexplored areas in the world. There are good reasons for the neglect, most notably the long, cold winters and the lack of infrastructure. Whether the latter is a result of, or a cause of, there being few people in the state is an open question.
One clear result, however, is a rather small economy: Alaska’s 2009 GDP was US$47.3 billion, comparable to that of the Dominican Republic or Bulgaria. The state is ranked 44th by GDP among its U.S. peers.
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Thursday, September 23, 2010
Beware the Forbidden Fruit of Dividend Gold Miners / Commodities / Gold & Silver Stocks
By: Dr_Jeff_Lewis
Beware the forbidden fruit. As precious metals begin to see vast improvement in the prices of gold and silver across the board, greed is setting in. Why should you hold physical metals when stock miners provide the same upside potential as miners – and pay a dividend?
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Thursday, September 23, 2010
Are Corporate Insiders Ditching Their Firms for Precious Metals? / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
Corporate insiders are flocking out of their own companies, selling $290 in stock for every $1 they buy in S&P 500 firms. With outflows of more than $439 million dollars in equities by corporate insiders and inflows in the billions flowing into precious metals ETFs and securities, would it not be safe to assume that the same insiders dumping their shares are on the buying end of the metals spectrum?
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Thursday, September 23, 2010
Gold Steady Despite Dollar Rally / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD sat tight above $1290 an ounce in London on Thursday morning, holding 1.4% above last week's close as European stock markets extended their losses to 1.2% and crude oil dropped below $74 per barrel.
"Gold has remained fairly steady around yesterday's closing level, in spite of a stronger Dollar," says one London dealer in a note.
Thursday, September 23, 2010
Why Silver Will Beat Gold / Commodities / Gold and Silver 2010
By: Money_Morning
Peter Krauth writes:
Gold surged to an all-time record high of $1,298 an ounce yesterday (Wednesday) after a U.S. Federal Reserve plan to jump-start the American economy triggered a slump in the U.S. dollar.
The yellow metal has now rallied for five straight trading sessions and is up about 18% for the year. Investors are waking up to the fact that the central bank's plan to use U.S. Treasury purchases as a means of injecting another $2.3 trillion into the U.S. economy is only going to further debase the greenback.
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Thursday, September 23, 2010
Gold Bull Strong as U.S. Fed Stuck at Permanent 0% Interest Rate / Commodities / Gold and Silver 2010
By: Jim_Willie_CB
Japan has proved without confusion that 0% is a permanent stuck position. The United States will repeat the path, but with a vast mudslide. Japan has had the advantage of a strong industrial base, a sizeable trade surplus, and no war budget. Thus it has been capable of funding much of its own deficits. It does possess a big debt burden. But the US has $1 of new debt for every $1 in government revenue. The US war budget is almost as large as its total revenue. The US depends upon foreign creditors, many of whom have been thoroughly alienated.
Thursday, September 23, 2010
Who Are the Gold Experts? / Commodities / Gold and Silver 2010
By: Gary_North
The experts on gold are the people who publicly recommended that investors purchase gold when gold was under $300. They recommended that people purchase gold when gold was at $300, $400, $500, $600, $700, $800, $900, $1000, $1100, and, finally, $1200.
The non-experts on gold are the people who never told investors to invest in gold at any price, and who are now saying that gold is going to decline in price, and therefore it is not a good investment.
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Thursday, September 23, 2010
Junior Gold Stocks Exception Among Equities / Commodities / Gold & Silver Stocks
By: Casey_Research
As the world sinks deeper into what he calls the Greater Depression, Casey Research Chairman Doug Casey sees default on the U.S. national debt as inevitable -- albeit probably in the guise of currency destruction. He anticipates further contraction in real estate, particularly on the commercial front. As long as stocks remain overpriced, he'll shy away from equities -- except perhaps in favored sectors, such as gold. In fact, in this exclusive interview with The Gold Report, Doug posits that gold juniors might "go up by an order of magnitude or more, even while most other stocks are going down."
Wednesday, September 22, 2010
Gold Jumps to $1295 on US Fed's QE2 Shocker / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD in wholesale dealing leapt to fresh record highs vs. the Dollar at $1295 an ounce early Wednesday, after the US currency fell hard following the Federal Reserve's new policy stance, pointing to fresh "money printing" ahead.
Silver prices also rose, hitting new 30-year highs at $21.20 an ounce, as world stock markets fell.
Wednesday, September 22, 2010
Gold Confirms Its Bull Market Uptrend Once More / Commodities / Gold and Silver 2010
By: Claus_Vogt
When the dot com bubble burst and stocks entered a secular bear market, gold did just the opposite and began a secular bull.
As you can see on the chart below, this bull market is doing quite well. In fact, on Monday gold broke out to a new all–time closing high of $1,278.35, thus once more confirming its uptrend.
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Wednesday, September 22, 2010
Gold Surges to Record Near $1,300/oz on Fed FOMC Statement / Commodities / Gold and Silver 2010
By: GoldCore
Gold surged after the Fed statement yesterday indicating that interest rates would remain at 0 to 0.25% and will remain exceptionally low for an extended period. No change in policy was announced but some market participants have interpreted the statement to mean that the Federal Reserve may embark on a new round of quantitative easing. The dollar fell sharply on the announcement and gold surged from $1,272.40/oz to a new record over $1,290/oz or 1% in the following hour. Silver surged more, rising from $20.62/oz to over $21.00/oz or 2% in the minutes after the announcement - a new 30 year high (see long term quarterly silver chart below).
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Wednesday, September 22, 2010
Investing in the Paris Basin Shale Oil Play / Commodities / Crude Oil
By: Keith_Schaefer
10x Bigger than the BakkenThe Paris Basin shale oil play in France has the potential to be ten times the size of the Bakken play in North America, and some high profile exploration is beginning soon.
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Wednesday, September 22, 2010
Gold/Silver Ratio Analysis / Commodities / Gold and Silver 2010
By: Jordan_Roy_Byrne
The Gold/Silver ratio has just broken in favor of Silver. In other words, the ratio has broken to the downside. This development along with persistent strength in Gold has prompted the mainstream gurus and “experts” to talk up Silver. We've been writing about the potential in Silver on more than one occasion.
Wednesday, September 22, 2010
Technology Is Key to Energy Sector Investment Plays / Commodities / Energy Resources
By: The_Energy_Report
Alexander Montano, managing director of the Corporate Finance Group with California-based C. K. Cooper & Co., puts a lot of faith in technology when it comes to making oil and gas plays pay. Alex sees major opportunities for new technology in old oil basins and suggests some names making good on that thesis in this exclusive interview with The Energy Report.
Tuesday, September 21, 2010
How High Will Gold Go Autumn 2010? / Commodities / Gold and Silver 2010
By: Jeff_Clark
Jeff Clark, Senior Editor, Casey's Gold & Resource Report writes: The gold price has been hitting ever-new records over the past couple weeks, now closing in on the $1,300 mark. Some gold followers are saying this is extremely bullish for the near-term price since it broke so decisively through its June 28th high of $1,261. If they're right, how high might this particular surge go?
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