Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
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.
Read full article... Read full article...
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.
Read full article... Read full article...
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.
Read full article... Read full article...
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."
Read full article... Read full article...
Friday, September 24, 2010
Gold Stocks Recovery, Autumn Strength / Commodities / Gold and Silver 2010
By: Zeal_LLC
Gold’s typical autumn strength has been garnering a lot more interest than usual this year. Since its late-July seasonal low 8 weeks ago, this metal has rallied over 11%. But the limelight really didn’t start shifting to gold until last week, when it started achieving new all-time highs in nominal (not inflation-adjusted) terms. All this new gold attention is rekindling interest in the gold miners.
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.
Read full article... Read full article...
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.
Read full article... Read full article...
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?
Read full article... Read full article...
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?
Read full article... Read full article...
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.
Read full article... Read full article...
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.