Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
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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Tuesday, September 21, 2010
Crude Oil Under Pressure / Commodities / Crude Oil
By: Mike_Paulenoff
Nearby crude oil prices are under pressure again today, and are putting pressure on key near-term support levels at $73.10/00, at $72.75 (9/17 low), and possibly at $72.20 (major trendline from Jan '09 low). While the enclosed chart reflects the nearby contract, which expires today, the continuation pattern remains problematic for the bulls because pressure continues to mount that should test and likely violate the aforementioned support levels.
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Tuesday, September 21, 2010
Who Will Buy the Last 88.3 tonnes of I.M.F. Gold? / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
As you all know Bangladesh bought 10 tonnes of the gold on sale from the I.M.F. last week. This leaves 88.3 tonnes to sell now. The 10 tonnes that Bangladesh bought cost them around $1,260 an ounce. This tells us that price was not a determinant in the matter. This may surprise many, but it does highlight something about why central banks in general are buying gold now.
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Tuesday, September 21, 2010
Gold's "Straight North" Rally Driven by Fears of QE / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF WHOLESALE gold bullion eased back from yesterday's new record highs in London on Tuesday, unwinding Monday's 0.7% gain as world stock markets crept higher ahead of the US Federal Reserve's latest policy decision.
Major-economy government bonds rose, and crude oil fell.
Tuesday, September 21, 2010
AMEX HUI Gold BUGS Stocks Index Elliott Wave Analysis / Commodities / Gold & Silver Stocks
By: David_Petch
Sorry for the delay in posting this article...the amount of time for deducing the Elliott Wave count has occupied an inordinate amount of time. The present behaviour of the HUI leaves only the presented Elliott Wave count as being plausible at the moment. There are many undercurrents in the market at present and often how they blend to create sudden vortexes or expansions in strength of flow are impossible to predict. If the HUI were to take out 450 in the coming correction, then I would have to revise my thinking...however, analysis on gold, and the broad stock market indices support the presented ideas of this article (at least for the moment).
Tuesday, September 21, 2010
Five Ways to Profit as Coffee Prices Soar, Food Price Inflation / Commodities / Gold and Silver 2010
By: Money_Morning
Jack Barnes writes:
If you’re anything like me, you can’t resist stopping in for a “cup of Joe” every morning. If so, you’re probably also like me in that you’re experiencing a bit of pain in the wallet right now, given the steady increase in coffee prices we’ve see over the last year (and especially in the last few months).
If you want physical proof that we’re operating in a truly global economy these days, just look at how these three factors have creamed your coffee budget:
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Tuesday, September 21, 2010
Saudi Arabia Has Enough Crude Oil For 80 Years / Commodities / Crude Oil
By: Pravda
Khalid al-Falih, CEO of Saudi Aramco, a state-run oil enterprise of Saudi Arabia, said at the 21st World Energy Conference in Montreal that his nation's oil reserves would be enough for at least 80 years, taking account of the current development of the oil industry.
The official added that there would be more crude extracted because Saudi Arabia was increasing the output level for its oil fields from 40 to 70 percent, RIA Novosti reports.
Tuesday, September 21, 2010
Gold Perfect Storm / Commodities / Gold and Silver 2010
By: The_Gold_Report
A few months ago, U.S. Global Investors' CEO and Chief Investment Officer Frank Holmes told The Gold Report readers to watch the horizon for a confluence of three forces creating the "perfect storm where gold takes off." Those forces are now in alignment, that perfect storm is raging and gold is on the move. In another exclusive interview, Frank updates us on the metal's march, its implications for gold equities, his enthusiasm for doing business in Colombia and his thoughts about the upcoming midterm U.S. elections.
Tuesday, September 21, 2010
Has the Price of Gold Reached its Zenith? / Commodities / Gold and Silver 2010
By: INO
Today are going to be looking at gold and analyze the recent run-up that has created a great deal of excitement and fear for many investors and traders.
We're also going to be looking at some upside measurements that we have for this market. Conversely, we are also looking at an area that should provide support should the gold market pull back from its current levels.
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Monday, September 20, 2010
Moderating the Gold Rush Euphoria / Commodities / Gold and Silver 2010
By: Seth_Barani
The herd is rushing into gold and silver. These commodities have staged a multiyear rally by a scale that is not fully justifiable on physical demand, but mostly from futures speculators. What is ahead for these?
Monday, September 20, 2010
Precious Metals Short Squeeze Underway / Commodities / Gold and Silver 2010
By: Captain_Hook
The first thing I want you to do this week is to read this past article from the spring entitled ‘Smoke and Mirrors Markets to Sponsor Precious Metals Mania’, which will benefit new and exiting subscribers alike for several reasons. (Apologies to non-subscribers as this article cannot be opened to the public.) First and foremost, and reflecting the title, it discusses market sentiment in detail – it’s importance and how sentiment is a primary driver in any market. Secondly, it discusses this with respect to silver as a focus, which makes for a good comparison with present circumstances. What’s more along these lines, it also discusses aspects of the bullish fundamentals that are now driving silver (i.e. seasonals, fractional reserves finally drying up, etc.) that are contributing to silver’s long awaited breakout higher, which is occurring as we speak in my opinion.
Monday, September 20, 2010
Gold, Crude Oil and China / Commodities / Gold and Silver 2010
By: Frank_Holmes
It’s been a lively year for both gold and oil investors but the year to remember may be the one ahead.
Goldman Sachs is forecasting a 27 percent jump in energy and a 17 percent rise in precious metals over the next 12 months. On the oil side, Goldman credits a rebound in industrial production for a 520,000-barrel-per-day increase in China’s implied oil demand in August (year over year). As you can see from the left-side chart, Chinese oil demand has remained a fairly consistent story going back several years.
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