Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, September 27, 2010
Gold a Bubble? / Commodities / Gold and Silver 2010
By: Michael_J_Kosares
NOT - EVEN - CLOSE - With the number of financial bubbles inflating and bursting over the past decade and a half, it isn’t surprising that financial analysts have their “bubble-dar” honed and active. What is surprising though is the large number who have resoundingly dubbed the gold market as “the next big bubble.” But is it? Most gold owners reject claims that gold is in a bubble, but they might not be sure exactly why. The most concrete and convincing evidence against gold being in a bubble, though, is right in front of us.
Monday, September 27, 2010
Gold Bullion vs Paper Gold, Rock Crushes Scissors / Commodities / Gold and Silver 2010
By: Captain_Hook
You may remember my commentary entitled Paper Cover Rock from the end of July in which the game ‘rock paper scissors’ was employed to illustrate how at the time our bureaucracy’s price managers (the bank cartel, etc., call them what you will) crushed gold (and silver) going into August options despite excessive bearish sentiment at the time to prove a point, the point being prices will be contained no matter what. The idea here is paper pricing mechanisms (they are not true markets because of heavy manipulation) the bureaucracy uses to price precious metals (COMEX in this case) were successful in keeping prices contained in July, hence the title ‘paper covers rock’ at the time to reflect the outcome. Again, this was the outcome despite lopsided bearish bets at $1200 and above in COMEX Gold open interest put / call ratios, a primary measure of sentiment, that was suggestive prices should have been squeezed higher going into expiry, not the other way around.
Monday, September 27, 2010
Gold - Currency Status since 2600 BC, Like A Thief In The Night / Commodities / Gold and Silver 2010
By: D_Sherman_Okst
To date, the crime syndicate has struck 3,800 times. At the bottom of this article you will find a partial list of the mob hits that have been made by the organized crime syndicate many refer to as: La Cosa Nos(Cen)tra(l) Banksters. The families of the diseased are large - entire nations. They made the unfortunate and common mistake of trusting their late, and once rich Uncle Currency with safeguarding the value stored in their life savings. Those that didn’t take out a life insurance plan suffered. Many, like the little children of Argentina, actually starved to death.
Monday, September 27, 2010
Gold Breaks $1300 as London Bullion Market Meets Investment Demand / Commodities / Gold and Silver 2010
By: Adrian_Ash
Spot Gold Prices broke above $1300 an ounce early in London trade on Monday, pulling silver to new 30-year highs above $21.60 as world stock markets crept higher.
US crude oil contracts held north of $76 per barrel while the US Dollar recovered from new 5-month lows to the Euro, hit overnight in Asian trade.
Monday, September 27, 2010
Don’t Fear the Gold Dealers. Fear The Government! / Commodities / Gold and Silver 2010
By: Brady_Willett
CNBC ran an interesting article last Friday entitled, “Lawmakers Take Steps to Protect Gold Investors”. The article discussed how politicians are questioning the tactics used by those selling gold, with Rep. Anthony Weiner contending, “The television gold industry is an industry, and is led by one particular company that has built up the industry on fear, lies and rip-offs.”
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Monday, September 27, 2010
Soybean Commodity Bulls Break From 2010 Range / Commodities / Commodities Trading
By: Seven_Days_Ahead
After early 2010 weakness the price of Soybeans (CBOT) has, with some interruption, been moving from the bottom to top of its range for the year. Latest strength has seen a bullish break through the top of this now, so we can start looking at high targets/resistances.
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Monday, September 27, 2010
Surging Coffee Commodity Prices Trigger Consumer Pain, Investor Gain / Commodities / Coffee
By: Money_Morning
Kerri Shannon writes: Starbucks Corp. (Nasdaq: SBUX) has announced that it will charge more for many of its drinks to compensate for surging coffee prices, which have climbed to their highest level in 13.
The famous coffee chain announced Wednesday it would make "targeted price adjustments on certain beverages in certain markets," according to a press release on its Web site.
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Monday, September 27, 2010
Gold And Silver Bull Market Breakouts / Commodities / Gold and Silver 2010
By: Howard_Katz
Above are the weekly basis charts for gold and silver for the past 3 years. Two weeks ago silver broke out of a symmetrical triangle and started to move aggressively to the upside.
Sunday, September 26, 2010
Return of Quantitative Easing Good for Gold / Commodities / Gold and Silver 2010
By: Frank_Holmes
The Federal Reserve said two words in its statement this week that should make every gold investor happy: Quantitative Easing. The Fed hinted that we may see additional QE measures as early as November. The news is good for gold investors because it means there could be more dollars chasing a finite amount of resources, further devaluing the U.S. dollar.
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Sunday, September 26, 2010
Investing in the Smart Grid: Debunking the Three Biggest Myths About This Energy Industry / Commodities / Energy Resources
By: Investment_U
David Fessler writes: I looked at the statistics and thought, “Uh-oh.”
After all, the messy dotcom boom-to-bust of 10 years ago is a stark reminder of what can happen when too much money chases after an industry that can’t keep up.
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Sunday, September 26, 2010
Gold Excitement Builds Around $1300 Round Number / Commodities / Gold and Silver 2010
By: Merv_Burak
Other than Tuesday it was a pretty good week. There was all that excitement about the $1300 mark for gold but let’s get real, it’s only a number. We have higher numbers on our mind.
GOLD - This is a busy week-end so the commentary will be pretty short and only the facts.
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Saturday, September 25, 2010
Gold Historic Rally Continues, No Bubble Yet / Commodities / Gold and Silver 2010
By: Brady_Willett
Gold broke above $1300 an ounce on Friday and silver ended at a new 30-year high. Whether these gains are sustainable over the near term is impossible to comment on. What can be said is that gold is likely to remain in a long-term uptrend so long as the central banks continue to try and manipulate currency and asset prices, and/or the outlook for fiscal deficits remains worrisome. In other words, gold and silver today serve as both a hedge against the downfall of fiat money and the threat of major sovereign default(s).
Saturday, September 25, 2010
Peak Oil? Why not Peak Water / Commodities / Water Sector
By: William_Bowles
Peak Oil? Why not Peak Water, after all, water is much more crucial to life than oil ever will be and it's being consumed in vast quantities by the same economic system that chows oil?
In fact, water is a far more potent and relevant symbol of the way capitalism chows the planet than is oil. Although it too is a finite resource, it also a renewable resource through the process of recycling, something that is done by nature in another of its amazing cycles that keep (kept?) the biosphere stable; what we call homeostasis where life, chemistry, physics and geology all meet. Water is thus far more symbolic of the irrationality of capitalist production than is oil, where even a renewable resource is consumed by capitalism.
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Saturday, September 25, 2010
Gold Price Surge, The Inner Workings of the International Gold Market / Commodities / Gold and Silver 2010
By: Bob_Chapman
We recently saw gold at $1,300.00 an ounce. That is a long way from $35.00 an ounce on August 15, 1971, just a year shy of 40 years, from when President Nixon closed the gold window. Over the past ten years gold has been up about 20% a year. Shares and mint state graded numismatic coins have certainly outperformed gold bullion. We suppose we’ll know in the final analysis what government manipulation has done to prices and results. We believe that what they have done has been criminal for which they will never be prosecuted. On the other hand buyers have had an unprecedented opportunity to buy gold and silver, bullion, coins and shares at artificially suppressed prices. That condition still exists. Year-to-date in 2010 gold is up about 17%.
Saturday, September 25, 2010
Silver the Bargain Investment of the Century? / Commodities / Gold and Silver 2010
By: Richard_Daughty
To prove that all my yelling, “Buy silver now, or you’re a moron!” has paid off, silver is getting a lot more press coverage lately, like the headline “Silver Hits ’80 Level; Gold Sets Fresh High,” which appeared on the front page of The Wall Street Journal’s “Money and Investing” section.
The reason that gold at $1,271 was hitting new record-highs, but not silver, is that silver, at $20.74 per ounce, is only at the highest price since October 1980, which is almost exactly 30 years ago.
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Saturday, September 25, 2010
Weaker Dollar Propels Crude Oil Higher Amid Mixed Economic News / Commodities / Crude Oil
By: OilPrice_Com
Crude oil prices battled their way to a gain for the week as worries about the economy warred with the upward pressure from a weakening dollar.Positive news in several categories of durable goods orders helped boost oil prices nearly 2% on Friday, so that the benchmark West Texas Intermediate futures contract, which switched from October to November this week, could tack on nearly 4% for the week.
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Saturday, September 25, 2010
Cautious Optimism for Precious and Base Metals, as Well as Rare Earths / Commodities / Metals & Mining
By: The_Gold_Report
Optimism is in the air at the Denver Gold Forum (the conference that assembles the world's leading precious metals miners and the global fund managers who invest in them), according to Encompass Fund Founders Malcolm Gissen and Marshall Berol. The Gold Report was on location at the Forum to get the scoop on their "cautiously optimistic" forecast for precious and base metals, as well as rare earths. In this exclusive interview, Gissen and Berol also explain their company-selection process, which appears to be paying off big time.
Saturday, September 25, 2010
Large Copper Deposits Investment Thesis Paying Off / Commodities / Metals & Mining
By: The_Gold_Report
Wellington West Senior Analyst Steve Parsons developed an investment thesis for large copper deposits three years ago. His premise was that competition among Asian smelters would drive these companies to seek guaranteed sources of metal concentrate. In fact, several companies with large copper deposits have either received generous offtake financings or been taken over. Steve thinks his evolving thesis will remain valid for the foreseeable future. In this exclusive interview with The Gold Report, Steve divulges the few companies he thinks remain targets.
Friday, September 24, 2010
Remobilize Gold to Save the World Economy! / Commodities / Gold and Silver 2010
By: Professor_Emeritus
An open letter to Paul Volcker, Chairman of the Board of Governors of the Federal Reserve, 1979-1987; Chairman of President Obama's Economic Recovery Advisory Board, presented to him, in person, last year
Friday, September 24, 2010
Gold Freedom Versus The Banking Cartel End-Game / Commodities / Gold and Silver 2010
By: DeepCaster_LLC
“Put money in thy purse…”
Othello Act 1, Scene 3, Shakespeare
"The inevitable and rapid deterioration in government finances will almost certainly trigger a new wave of demand for gold. This demand is not yet understood by those market professionals who assume that rising prices will generate sufficient supply from profit takers. This is usually true in other markets, but the buyers of gold today are mostly hoarders, and hoarders tend to buy more on rising prices as their earlier fears appear to be vindicated. So the difficulty for those who want to put a lid on this market is that rising prices will lead to accelerating demand."
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