Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

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.

Monday, September 20, 2010

Gold Demand Swells at Record-High Prices as USD-Price Reverts to Moving with Euro / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD in US Dollars edged up to fresh record highs above $1283 at the start of London trading on Monday, while silver re-visited last week's 30-year highs above $21 per ounce.

World stock markets also rose sharply, as US crude oil futures recovered to $73 per barrel.

Monday, September 20, 2010

Gold New Record Near $1,300/oz Level as Irish Bond Sale and QE2 / Commodities / Gold and Silver 2010

By: GoldCore

Gold rose to a record for a third day in London and early New York trading while silver traded 2.3 percent below $21.355 an ounce, its highest price since it reached $48.70/oz in 1980. Sterling is also under pressure today and this has seen gold rise in sterling terms to over £820/oz (see Cross Currency Table).

Monday, September 20, 2010

CRB Index Trying to Shake Off the Bears / Commodities / CRB Index

By: Seven_Days_Ahead

The first half of 2010 was marked by general weakness in the CRB Index, following a modest 2009 recovery. In Aug, however, the signals started changing, and the bear case has weakened.

Monday, September 20, 2010

Sobering Lesson for the World as Gold and Silver Set to Explode Higher / Commodities / Gold and Silver 2010

By: Howard_Katz

As the old expression has it, there are: “None so blind as those who will not see.”

The world is about to get a sobering lesson over the next year or two as the precious metals markets move explosively to the up side.  As happens so often in the affairs of men, reality is there in front of us just sitting and being itself.  Yet so few of the species homo sapiens can see it.

Sunday, September 19, 2010

Agri-Foods Alternative Investment to Gold Going Parabolic / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

With $Gold clearly in a parabolic formation, investors may need to realistically appraise their investing activities. $Gold is likely to suffer inevitable consequences of disappointment that follows from a parabolic move. Investors may want to direct their investment flows elsewhere. With Agri-Food prices marching higher, that sector of investment world is an attractive offensive alternative.

Sunday, September 19, 2010

Gold Back to New Bull Market Highs, Though Lacks Momentum / Commodities / Gold and Silver 2010

By: Merv_Burak

Well, we’re back into new bull market highs for the gold price but not for the momentum of the move.  The strength of the move, although positive, is less than the strength of previous moves.  Friday looked like a reversal day but anything can happen during the week-end to change that.

Sunday, September 19, 2010

Gold Forecast $2,500, Silver Could Easily Reach $180 / Commodities / Gold and Silver 2010

By: Lorimer_Wilson

More than 95 respected economists, academics, analysts and market commentators are of the firm opinion that gold will go to $2,500 and beyond before the parabolic peak is reached. In fact, the majority (55) think a price of $5,000 or more - even as high as $15,000 - is actually more likely! As such, just imagine what is in store for silver given its historical price relationship with gold!

Sunday, September 19, 2010

False Trumpeting of Silvers Breakout? / Commodities / Gold and Silver 2010

By: Clive_Maund

Many have been trumpeting a silver breakout over the past week, but while silver has clearly broken out of its Summer triangle, it HAS NOT broken out to clear new highs, although the indications are that it is going to before much longer.

Sunday, September 19, 2010

Gold and Silver Breakout Failure? / Commodities / Gold and Silver 2010

By: Clive_Maund

In recent days many commentators proclaimed that gold and silver have "broken out", but THIS IS NOT TRUE, so what is the current situation?

In the last update we looked at both the bullish and bearish case for gold and silver, what you might otherwise call the best and worst case scenarios. Some interpreted this as fence sitting, but it was no such thing - it was dispassionate pragmatic analysis the result of which is that we won't get caught by surprise whatever happens.

Sunday, September 19, 2010

Gold Rebounds, Dollar Plummets, Higher Inflation is on its Way... / Commodities / Gold and Silver 2010

By: Bob_Chapman

Gold has again broken out to new highs and silver is on the cusp of doing so as well. Unfortunately more than 95% of the pundits were not on board; they believed it was going lower.

The fight for monetary supremacy between the dollar and gold for over the past 16 months has been won by gold and that is why gold is moving higher and the dollar lower. The recent intervention in the currency markets by Japan, ostensibly to weaken the yen, assisted by the US and foreign central banks, won’t strengthen the dollar for any appreciable period of time. The US dollar has broken down and there is no going back.

Saturday, September 18, 2010

Gold is on the Move / Commodities / Gold and Silver 2010

By: Aden_Forecast

Gold is looking good. Since its summer low of $1160 in late June, it has surged to $1275. That's a nearly 10% gain in less than two months, and even though gold has again broken its all-time record high, it's poised to move still higher.

Saturday, September 18, 2010

It's Silver Season! / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

Back to school for some, the days before hunting seasons for others, but for silver investors, this time of the year is nothing more than silver season – the time when silver skyrockets to finish out the year.

Saturday, September 18, 2010

Swapping Gold for Silver Has Historical Merit / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

Precious metals investors are very much in tune to the silver to gold ratio.  The ratio, which commonly trends between 20:1 to as high as 70:1, should be used as a guide to determine which precious metals will rally and when.  Today, silver is at the top of the silver to gold ratio at just over 62:1, so according to history, those who swap their gold today will see higher appreciation in silver in the months and years that follow.

Saturday, September 18, 2010

Play Silver, but Don't Get "Stuck" / Commodities / Gold and Silver 2010

By: The_Gold_Report

What's up these days with Silver Guru David Morgan? In this exclusive interview with The Gold Report, David talks about his silver obsession and his newsletter, The Morgan Report. He also imparts some investment wisdom: "The simple fact is I'm not a pig. Bulls make money, bears make money—and pigs get stuck. I'm not going to get stuck and neither are you, if you follow what I'm doing." David also discusses some of his "nonstick" silver holdings.

Saturday, September 18, 2010

Gold's Rally Breakout or Fakeout? / Commodities / Gold and Silver 2010

By: David_Morgan

Many commodity traders are familiar with the question of whether a stock or commodity has broken out for “real” or not. In other words, when making a new high for the first time, many speculators are unsure if the trend will continue.

Gold touched record highs this week and silver is also moving very close to record highs. Gold’s breakout above the $1,250 an ounce level moves it into new territory, making the move very bullish.

Saturday, September 18, 2010

Congressional Memorandum On Hoarding Gold / Commodities / Gold and Silver 2010

By: D_Sherman_Okst

Let me be upfront: I hate gold (and silver). Hoarding isn’t beneficial to anyone. Yet my faith has been put in 5 G’s: G(religious edit)d, Gold, Guns & Grub. Having absolute faith in the 5th G - (the Government will continue to screw it up) is why I can have faith in the other four. Today I stumbled upon a colossal moron whose website clearly underscores the 5th G.

Friday, September 17, 2010

It’s Not Too Late To Buy Gold! / Commodities / Gold and Silver 2010

By: Sy_Harding

Gold is at a new record high, and there’s a lot of talk about it being time to take profits, to expect a serious decline, in fact the end of its 10-year bull market.

Gold is up 16% so far this year. If it ends up for the year it will be its 10th straight year of gains, and the longest bull market for gold since 1920. So yes, by that measurement gold’s bull market is aged.