Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, August 20, 2010
Inflationary Catalysts Pushing Gold Stocks Higher / Commodities / Gold & Silver Stocks
Portfolio Manager Joe Foster calls himself a "stock picker." And he's pretty good at it. Class A shareholders in Van Eck Global's International Investors Gold Fund have seen an average return of almost 25% for 10 straight years under his care. "I'm looking for the gold companies that are going to outperform the indexes, my peers and gold," Joe says. And he shares some of those companies with you, in this exclusive interview with The Gold Report.
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Friday, August 20, 2010
Gold Investors Surmounting the Coming Mega Financial and Economic Crises / Commodities / Gold and Silver 2010
“Is gold gearing up for new highs? Rapturous radical bugs say yes.
Wednesday may prove to have been a very important day in gold. Gold broke early in the day, but then the metal reversed, closing higher than Tuesday's high. For technicians, this amounts to an outside reversal.
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Friday, August 20, 2010
Silver Seasonal Big Autumn Rally / Commodities / Gold and Silver 2010
Silver has been drifting in a rather lackluster summer. Ever since surging to $19.50 in mid-May, this often-popular white metal has been grinding sideways to lower. By late July it had fallen over 10% to about $17.50. But despite silver’s recent excitement-bereft sojourn, it actually has excellent potential for a big autumn rally in the coming months.
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Friday, August 20, 2010
Investing Strategy and Long-term Potential for Natural Gas / Commodities / Natural Gas
Atticus Lowe, chief investment officer with West Coast Asset Management, is the kind of guy you would want making your investment decisions. He is coauthor of The Entrepreneurial Investor: The Art, Science and Business of Value Investing. In this exclusive interview with The Energy Report, Atticus discusses his value investing strategy. He also talks about the long-term potential of natural gas, questions shale gas production projections and offers a few names with oil exposure that he believes are not getting enough love from the markets.
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Friday, August 20, 2010
Gold Nears 1% Week-on-Week Gain as Stocks Fall, US Fed "Likely" to Extend Money-Creation / Commodities / Gold and Silver 2010
THE PRICE GOLD fell $10 an ounce from Thursday's new 7-week high in light wholesale dealing today, nearing the weekend 1% up from last Friday as world stock markets extended their drop.
Government debt prices rose, pushing two-year US yields down to new all-time lows as the Japanese Yen flirted again with a 15-year high to the Dollar.
Friday, August 20, 2010
Wheat Price Trend Analysis and Forecast / Commodities / Agricultural Commodities
Price action in Wheat was relatively subdued earlier this year, main interest being long term chart support that had continued to hold. Initial bull signals in July were quickly followed by an impressive surge higher, but a temporary retracement is now in process.
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Thursday, August 19, 2010
Disappointing US Jobs Number Sees Stocks and Dollar Fall While Gold Rises / Commodities / Gold and Silver 2010
Gold rose to new 6 week highs at $1,237/oz after the disappointing US jobs number heightened concerns about the health of the US economic recovery. The rise follows yesterday's recovery from initial falls and marginal higher close as safe haven buying trumped an initial bout of profit taking.
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Thursday, August 19, 2010
Gold Hits New 7-Week High as Ex-Hedger Barrick Forecasts Higher Prices to Come / Commodities / Gold and Silver 2010
THE PRICE OF GOLD in London's wholesale market reached new 7-week highs for Dollar investors Thursday lunchtime, rising above $1234 an ounce as bond prices slipped and commodities held flat.
Silver prices were little changed around $18.50 an ounce, while Western stock markets cut an earlier 0.5% gain following worse-than-expected US jobless claims data.
Thursday, August 19, 2010
Silver Wheaton Call Options Move Up Today / Commodities / Gold and Silver 2010
As you know on the 29th May 2010 we purchased some Silver Wheaton (SLW) Call Options which are the September 2010 series, with a strike price of $21.00 and we paid $1.30 per contract for them. On Friday, 2nd July 2010 we decided to take advantage of a dip and so we doubled our position for a cost of $0.95, reducing our average price to $1.12. Having been under water for sometime its comes as a relief that today these contracts closed with the bid at $1.10 and the ask at $1.14.
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Thursday, August 19, 2010
BHP and Potash, Inflation, Stealing Calories From the Future / Commodities / Food Crisis
Hmm. Let's see. Last time BHP Billiton made a tilt at a high-profile, big money acquisition, the whole world went pear-shaped. As the statisticians say, correlation is not causation. But M&A activity seems to pick up when company directors have run out of other ways to increase earnings. It does not always work out well for shareholders. Case in point, BHP's shares are down today by 3.5%.Read full article... Read full article...
Thursday, August 19, 2010
Tin, an Overlooked Commodity / Commodities / Metals & Mining
I want to introduce you to one of the most overlooked metals in the commodity complex. On a price basis, it’s been a star performer. Yet it hasn’t attracted much attention.
That’s just the way I like it, though. It gives you a chance to examine the dynamics of the market without rushing. In this case, the dynamics are very strong. The supply side is constrained; a situation that almost always puts upward pressure on prices. The demand side is strong too, as the recent price action shows.
Wednesday, August 18, 2010
Learning How Delta Creates Profits When Trading Gold Options / Commodities / Gold and Silver 2010
Last week’s articles focused specifically on the option Greek Theta. This week we will shift gears and adjust our focus on Delta, another fundamental tenet of option trading. The official definition of Delta as provided by Wikipedia is as follows:
Δ, Delta – Measures the rate of change of option value with respect to changes in the underlying asset’s price.
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Wednesday, August 18, 2010
Silver, Two of Seven / Commodities / Gold and Silver 2010
In the time of the ancient Babylonians - long before the periodic table - there were seven sacred metals: gold, silver, copper, iron, tin, lead and mercury.
In Roman and Greek Mythology, the First Age was called Golden, the Second Age Silver. Apollo, the god of truth and light, and teacher of medicine, carried a silver bow.
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Wednesday, August 18, 2010
Are Junior Gold Miners Ripe For Takeovers Now? / Commodities / Gold & Silver Stocks
The Kinross takeover of Red Back
Recently Kinross made an offer for the shares of Red Back with its Mauritanian gold deposits as the target. The offer made to Red Back was accepted by the shareholders of Red Back, but looked on with skepticism by Kinross shareholders. In the statement made by Kinross, the Directors asked for patience to be shown by their shareholders for around six months. In that time, they expect to reveal more of the extent of the Red Back deposits.
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Wednesday, August 18, 2010
New Recovery Highs for Gold GLD ETF / Commodities / Gold and Silver 2010
Today's early weakness in gold has totally reversed, with the SPDR Gold Shares (NYSE: GLD) pivoting off of 119.00 into a powerful rally to new recovery highs at 120.51 so far.
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Wednesday, August 18, 2010
Gold Rally Stlls But Investment Demand Remains Strong / Commodities / Gold and Silver 2010
THE PRICE OF GOLD held in a tight range around $1225 an ounce early in London on Wednesday, little changed by a drop in commodity prices and the first fall for a week in European equities.
Government bond prices rose, pushing 30-year German Bund yields down to a record low of 2.97%.
Wednesday, August 18, 2010
Gold Has Marginal Falls on Low Volume Trading and Profit Taking / Commodities / Gold and Silver 2010
Gold fell to $1,220/oz per ounce in early European trade before bouncing. It is now trading at $1,223/oz and has thus given up some of yesterday's small gains as summer trading volumes remain low and traders book profits after the recent rise in gold prices. Investors remain risk averse as seen in weakness in equity markets and the safe haven bid for German bunds, Japanese yen and US Treasurys (despite the dollar coming under selling pressure).
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Wednesday, August 18, 2010
Gold, The Enemy of Currencies / Commodities / Gold and Silver 2010
Last week saw gold prices rise despite deflationary fears.
Taking a look at the chart below we can see the gold price in US dollars has traded in a narrow range since May. This is despite the dollar declining for much of that time, see chart further below.
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Wednesday, August 18, 2010
Gold and Other Investor Protections Against a Double Dip Recession / Commodities / Gold and Silver 2010
Jason Simpkins writes: The last time the U.S. economy suffered through a double-dip recession, this country was struggling to overcome the fallout from an Arab oil embargo, Vietnam War-era deficits, and an inflationary spiral that just wouldn't let go.
That 1981-82 double-dip downturn - the result of an economic "shock treatment" aimed at curing those ills - consisted of two recessions that were separated by a single quarter of growth.
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Wednesday, August 18, 2010
Silver Price Trend Update / Commodities / Gold and Silver 2010
We kick off with a light hearted review of silver taking a quick look at the chart for silver prices where we can see that they have been consolidating nicely over the last three months or so. The technical indicators are more or less in the middle of their respective ranges and as so have room to move higher. As we see it this current set up bodes well for silver to make some real progress from now through until January 2011.
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