Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, September 04, 2010

Inflation and Speculating in Gold / Commodities / Gold and Silver 2010

By: Adrian_Ash

Since gold stopped being money, it's become 75% more valuable on average...

SO GOLD is now at "fair value" says Bill Bonner, long-time gold bug and my former boss/partner-in-crime at The Daily Reckoning's London HQ.

Saturday, September 04, 2010

The QE Money Printing Case for Gold and Silver / Commodities / Gold and Silver 2010

By: Ashraf_Laidi

The case for metals remains not that of outright inflation but that of central banks prolonged liquidity drives. Currencies will gain/fall versus one another, but fresh asset purchases will maintain gold and silver ahead.

Saturday, September 04, 2010

Agri-Food Price Index Makes New High! / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

One road to wealth is to only own those assets for which the price is rising. That seems to be a rule that equity investors have forgotten. In any event, a great market technician once suggested only looking at those things with prices making new 52-week highs. His reasoning was that for the price of something to rise it must eventually make a new high. Well, based on the above chart, that technician would be all over Agri-Food commodities and associated investments. Our Agri-Food Price Index recently made a new high!

Friday, September 03, 2010

Bear Flag for Crude Oil / Commodities / Crude Oil

By: Mike_Paulenoff

My pattern work is warning me that all of the action in crude oil off of the Aug 25 low at $70.76 is a digestion period of the major downleg from the Aug 4 high at $82.97 to the Aug 25 low at $70.76.

Friday, September 03, 2010

Gold Mining Stock Margins / Commodities / Gold & Silver Stocks

By: Zeal_LLC

Gold mining is a tough business.  In the quest to meet growing global demand these miners are constantly barraged with challenge after challenge.  They are attacked by environmentalists, targets of governmental meddling, purveyors of a science that is not exact, and must always fight to renew their finite resources.

Gold miners are also at the mercy of fluctuating gold prices.  Prices can be radically different from when a mine initially commences development to when it pours its first gold years later.  Even on a month-to-month or week-to-week basis, miners can see material differences in their revenues based on what prices are doing.  But thankfully, this blitz of opposing forces proves worthwhile in a secular bull market.

Friday, September 03, 2010

Peak Denial About Peak Oil / Commodities / Crude Oil

By: James_Quinn

It is par for the course that with oil hovering between $70 and $80 per barrel Americans have continued to buy SUVs and Trucks at a rapid pace. Politicians don't have constituents screaming at them because gas is $4.00 per gallon, so it is no longer an issue for them. They need to focus on the November elections. It is no time to discuss a difficult issue that requires foresight and honesty. It is no time to tell the American public that oil will be over $200 a barrel within the next 5 years. Anyone who would go on CNBC today and declare that oil will be over $200 a barrel would be eviscerated by bubble head Bartiromo or clueless Kudlow. Bartiromo filled up her Escalade this morning for $2.60 a gallon, so there is no looming crisis on the horizon. The myopic view of the world by politicians, the mainstream media and the American public in general is breathtaking to behold. Despite the facts slapping them across the face, Americans believe cheap oil is here to stay. It is their right to have an endless supply of cheap oil. The American way of life has been granted by God. We are the chosen people.

Friday, September 03, 2010

Gold and Silver Fall on US Jobs Data / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD and silver fell hard for Euro and Dollar investors Friday lunchtime in London, with gold unwinding this week's 1.2% gains as world stock and commodity markets jumped in response to new US jobs data.

August's Non-Farm Payrolls surprised analysts with a headline drop for August of 54,000 – half the losses expected – plus stronger-than-forecast growth in private-sector hiring, up by 67,000.

Friday, September 03, 2010

Risk Aversion Rises in August as Double Dip Concerns Grow / Commodities / Gold and Silver 2010

By: GoldCore

August and the summer are now over and investors and savers are now focusing on the autumnal months ahead. Stocks internationally had their worst August performance since 2001 and the ISEQ fell 7.2% in the month. Mounting concerns about the health of the economic recovery in Ireland, the US and internationally saw investors move into government bonds and gold. Some respite came due to the falling price of oil - oil was down 8.9%, its first monthly decline since May.

Friday, September 03, 2010

Gold Prices to Challenge All Time High / Commodities / Gold and Silver 2010

By: Bob_Kirtley

So much for a lackluster summer and the summer doldrums as gold prices increase by around $100/oz in August 2010, to close at $1251.20/oz . As the chart shows August has been a great month for gold prices setting the stage for a ‘Fall’ rally which we expect to be dramatically to the upside. The technical indicators are now in the overbought zone and we would normally expect gold to take a breather, however, these indicators have been known to stay high for prolonged periods of time.

Friday, September 03, 2010

Global Steel Industry On The Rebound / Commodities / Steel Sector

By: Anthony_David

The fortunes of the global steel industry are on the rebound and prices are once again firming up. Analysts expect Indian steel prices to rise by about 5% from early September as the post-monsoon demand from the automobile and steel sectors heat up. The rise in raw material and freight rates generally drive steel prices upwards but the recently imposed ban on iron ore exports by the state of Karnataka is adding supply constraints to the equation as well.

Friday, September 03, 2010

China’s Stranglehold on World’s Rare Earth Supply / Commodities / Metals & Mining

By: Anthony_David

All 17 of the rare earth elements are metals. Cerium, dysprosium, erbium, europium, gadolinium, holmium, lanthanum, lutetium, neodymium, praseodymium, promethium, samarium, scandium, terbium, thulium, ytterbium and yttrium – unfamiliar names, yet rare earths are used in most modern and almost all ‘green’ applications. A few everyday examples are cell phones, computer monitors, DVD players, flat panel televisions, e-readers, iPods, rechargeable batteries for hybrid and electric cars, catalysts in cars and oil refineries, advanced ceramics, super-conductors, fiber optics, lasers, CFL light bulbs, wind turbines, and military systems.

Thursday, September 02, 2010

Powerful Silver SLV ETF Uptrend / Commodities / Gold and Silver 2010

By: Mike_Paulenoff

The iShares Silver Trust ETF (NYSE: SLV) acts very powerfully as the price structure continues to stair-step higher within a well-defined trend channel in the aftermath of the completion of the May-Aug. bullish coil pattern. The optimal target zone for the completion of the current upleg is 19.90-20.00.

Thursday, September 02, 2010

What to Expect for Future Potash Prices / Commodities / Agricultural Commodities

By: Investment_U

Tony Daltorio writes: One of the main ingredients in fertilizer, Potash helps plants resist disease, thereby improving crop yields. Now, some investors think it can revitalize their portfolios…

They have some reason to, considering that demand should only rise from here.

Thursday, September 02, 2010

Silver About To Break Out Big! / Commodities / Gold and Silver 2010

By: David_Banister

(Excerpted from August 31st forecast to our Paying subscribers, who were alerted at $18.73 per ounce, now $19.50)
Silver is one asset class I do not cover very often, but have been largely bullish on since $6 an ounce many years ago.  It can be considered “poor man’s Gold” as they say.  I believe Silver is about to stage a pretty large advance based loosely on the Elliott Wave pattern I see unfolding after a 9 odd month consolidation. (Obviously, there are also fundamental fiat currency/debt events worldwide that give it the underlying bull chart pattern). 

Thursday, September 02, 2010

Gold Ignored and Still Dismissed by U.S. Media / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD rose back above $1250 an ounce for the second time this week – and the sixth time since May – on Thursday morning in London, as government bonds ticked lower together with energy prices.

Soft commodities rose, as did base metals and platinum. Silver prices touched a new 16-week high at $19.57 an ounce.

Thursday, September 02, 2010

Gold and Silver Challenge Resistance Levels as Physical Market Remains Tight / Commodities / Gold and Silver 2010

By: GoldCore

Risk appetite increased yesterday as the first day of the new month saw equity buyers return and bond prices fall. Gold and silver prices fell marginally but remained near multi week highs and in gold's case very near the all time record high (nominally). European equity markets are a bit more tentative this morning and the pound and the dollar have come under selling pressure.

Thursday, September 02, 2010

Hedge Your Bets in Small and Micro-Cap Gold and Silver Stocks / Commodities / Gold and Silver 2010

By: The_Gold_Report

Everyday New York-based investment gurus Jeff Mosseri and Doug Loud make key decisions for their high net-worth clients. Many of those decisions involve strategically positioning investors in small- and micro-cap gold and silver plays. In this exclusive interview with The Gold Report, you will learn some of the names of those plays and how they use Mosseri and Loud as hedges against a failing economy.

Wednesday, September 01, 2010

Crude Oil’s Out - Find Out What’s In / Commodities / Crude Oil

By: Marin_Katusa

Marin Katusa, Chief Energy Strategist, Casey’s Energy Opportunities writes: The International Energy Association (IEA) has spoken. What the world needs now is a clean energy technology revolution.

June saw the 2010 launch of IEA’s biannual report, Energy Technology Perspectives. Speaking at the launch was Nobuo Tanaka, executive director for IEA. The Gulf oil spill, he said, could prove to be a tipping point in the world’s energy consumption habits. He added that the disaster serves as a tragic reminder that our current path is not sustainable.

Wednesday, September 01, 2010

Gold Imminent Breakout and Investment In Failure / Commodities / Gold and Silver 2010

By: Jim_Willie_CB

Many observers to the wild gyrations, deep contortions, extreme measures, and other bizarre activity in the government and banking arenas are suffering from severe confusion. The public is alarmed, even frightened, by the sequence of events, without much benefit of comprehension of what is happening or which clans are in control. The degree of deception hit a peak during the TARP Fund creation and disbursement, done behind private closed doors for the replenishment of sacred preferred stock, that bridge between corporate bonds and stock equity. The deception hit a very high pitch with the financial titan failures, the entire string of them. It has never stopped since.

Wednesday, September 01, 2010

Gold Sets New Monthly Record High in August / Commodities / Gold and Silver 2010

By: GoldCore

After yesterday's 1% rise, gold traded sideways in Asia but has risen again in early European trading as the dollar has fallen and oil risen after yesterday's sharp falls. Gold has risen in dollars, pounds , yen and Swiss francs which are all weaker today but is slightly weaker against the euro and commodity currencies. Gold was up 5.6% in August thereby regaining the 5% losses seen in July.