Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Sunday, August 15, 2010
Global Food Prices Hysteria, Hunger and Riots Forecast / Commodities / Food Crisis
The situation with food prices in the world has been hysterical recently. In Russia, prices on food have already increased considerably as a result of the drought. The Russian government banned the export of crops, which boosted the prices on wheat and resulted in panic comments from Western experts who started predicting global hunger riots.
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Saturday, August 14, 2010
BP Gulf Oil Spill Disaster, Time to Lift the Drilling Moratorium / Commodities / Environmental Issues
The Gulf Oil Spill Disaster
From Unmitigated Disaster to Merely Disaster
The Corexit Decision
Some More Takeaways
Time to Lift the Moratorium
Getting the Balance Just Right As I mentioned last Monday night in my Outside the Box, I did not make it to Turks and Caicos, but did end up in Baton Rouge for a special seminar on the Deepwater Horizon Gulf oil spill. I have both good news (or maybe more like less-bad news) and bad news. Today's letter is a report on what I learned.
Saturday, August 14, 2010
Gold and Financial Crisis / Commodities / Gold and Silver 2010
At what point does a market crash translate to a lengthy bear market and/or an economic recession? This question was taken up by a celebrated historian of the early 20th century, one Otto C. Lightner.Read full article... Read full article...
Saturday, August 14, 2010
Crude Oil Prices Fall Below $80 Again as Officials Anticipate Slower Growth / Commodities / Crude Oil
Crude oil prices slumped below $80 a barrel again this week as the Federal Reserve and other official forecasters took a dimmer view of the economic recovery.Friday’s closing price for the benchmark West Texas Intermediate futures contract of $75.39 a barrel marked a retreat from the contract’s short-lived foray outside the $70 to $80 a barrel range it has been trapped in for months. Prices fell nearly 7% from last Friday’s close of $80.70 a barrel.
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Saturday, August 14, 2010
Which is Bullish for Gold, U.S. Dollars Rally or Silvers Big Fall? / Commodities / Gold and Silver 2010
Two weeks ago, we've posted an essay in which we've analyzed i.a. the Euro Index. We've stressed that a slight move lower may be seen in the short-term, which will likely be coupled with a corresponding move higher in the USD Index. This is precisely what we have just witnessed, so without further introduction, we will let you know how low can it take the Euro Index and how big rally could we see in the USD Index. In the latter part of the essay we will provide you with our very-long-term silver chart.
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Saturday, August 14, 2010
Gold Best Investement as Global Financial System is Heading South / Commodities / Gold and Silver 2010
Midas Letter Editor James West is one of the sharpest minds in the gold business, and he puts his money where his mouth is. He owns gold equities, ETFs, coins and even a share of a private Peruvian mine. "Gold is the best investment at this time," he says, a thesis based on the "counterfeiting" of paper currencies and inevitable collapse of the global financial system. In this Gold Report exclusive, James suggests several ways to profit along the way.
The Gold Report: James, in a recent issue of the Midas Letter you said, "The world, according to gold, is in an absolute mess." We're not in a gold price mania, so how can the world be in an "absolute mess?"
Friday, August 13, 2010
Climb in UltraShort DJ-UBS Crude Oil ETF / Commodities / Crude Oil
From a near-term perspective, the August advance in the UltraShort DJ-UBS Crude Oil ProShares (NYSE: SCO) has climbed sharply to and actually pierced above its May-August down trendline today at 14.85/90. Perhaps more impressive is that the price structure is consolidating (so far) above the trendline, which is a potentially bullish sign of still more upside directly ahead, that projects to 15.25, and then 16.25/50 thereafter.
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Friday, August 13, 2010
Gold Stocks HUI Bull Market Seasonal Analysis / Commodities / Gold & Silver Stocks
Precious-metals stocks really haven’t had a great summer by any means. After rallying initially in June, they started relentlessly drifting lower in July. The net result of this lackluster summer trading is a lethargic drift sideways. Naturally this listlessness has weighed on sentiment among this sector’s traders.
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Friday, August 13, 2010
EUA Carbon Emissions Attempts Recovery / Commodities / Commodities Trading
After a fresh bull surge in EUA Carbon Emissions in Mar/Apr the subsequent pullback has so far displayed a typical 3-leg structure, with good support recently found from a 76.4% retracement. Bulls must do more to produce a clearer positive picture though.
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Friday, August 13, 2010
Investors Keep Gold ans Silver Analysis Simple / Commodities / Gold and Silver 2010
Metals ‘KISS’ Analysis – (Keep It Simple... Umm… Silly) - It is interesting to note just how complex investment advisors and investors can make their market analysis. When it comes to analyzing the markets we do enjoy “chewing” on a lot of data, but often good old fashioned simplicity and common sense are the most effective strategy.
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Thursday, August 12, 2010
If Deflation Wins, What Will Gold Stocks Do? / Commodities / Gold & Silver Stocks
Jeff Clark, Senior Editor, Casey’s Gold & Resource Report writes: The talk of a possible double dip is now common banter on TV investment programs. And indeed, deflationary forces seem to have the stronger grip right now than inflationary ones. So if deflation is the next reality we have to face, what happens to our favorite stock investments?
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Thursday, August 12, 2010
Why Investors Must Buy Gold … Before it Runs Away in Price / Commodities / Gold and Silver 2010
Peter D. Schiff writes: As gold hovers near $1,200 an ounce and pundits speculate about a "gold bubble," it's important for investors to remember that a mere decade ago the picture was very different.
In the year 2000, gold sat at an unimpressive annual average of $279 an ounce - a two-decade low. At that time, most analysts thought gold was finished as a monetary metal. They said its price would never recover and only kooks with tin hats would invest in it. I was one of the very few financial commentators publicly saying that gold was not only viable, but entering a long-term uptrend.
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Thursday, August 12, 2010
Hard Assets Investing, the Best Way to Buy Commodities / Commodities / Metals & Mining
Is there magic in all those hats that Forbes & Manhattan Founder and CEO Stan Bharti wears? The financier who has seeded, nurtured, supported and guided dozens of junior resource companies to the pinnacle discusses his formula—and a few of his favorites—in this exclusive interview with The Gold Report. With hard assets in favor these days, Stan believes the best you can buy are commodities—they're "real, fundamental. . .something you can touch and feel."
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Thursday, August 12, 2010
Why 40% Silver is Usually Best Left to Refiners / Commodities / Gold and Silver 2010
There are a myriad of investing options for those looking for physical allocations of silver. Among them are silver bars, silver coins, and junk coins. Junk coins, most well known for having 90% silver (pre-1964 dimes, for example), can also have 40% silver content (think old Kennedy Halves and Eisenhower dollars).
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Thursday, August 12, 2010
Money, Inflation, Fear, and Industry: The Basis for Capital Gains in Gold and Silver / Commodities / Gold and Silver 2010
There are four major pieces to the ebb and flow of precious metals prices. All of them are as interrelated as much as they aren't, and all of them are equally important in the current prices of any precious metal. Let’s dissect the four pieces and explain the role each plays in today's market price.
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Wednesday, August 11, 2010
Gold Consolidates Near $1,200 as Economic Concerns Grow / Commodities / Gold and Silver 2010
Gold rose yesterday in the intermediate aftermath of the worse than expected US trade deficit figures ($49.9 billion - exports down 1.3%; imports down 3%). Gold has maintained those gains despite weakness in equity markets and in US futures.
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Wednesday, August 11, 2010
Chinese Renewable Energy Investing, The Green Dragon / Commodities / Renewable Energy
When it comes to green energy, China has become the global leader. Here’s the latest example: Instead of spending hundreds of millions of dollars to build new highways, widen existing roads, dig subway tunnels, or construct expensive bridges, a clever Chinese company has developed a new futuristic bus design that could forever change public transportation.
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Wednesday, August 11, 2010
An 'Early Warning System' For Gasoline Price Forecasting / Commodities / Gas - Petrol
Kent Moors writes: What started out as a routine fill-up at the service station that I frequent has turned into a solid gasoline-price-forecasting model that should spotlight the most-imminent profit opportunities.
Of course, it wouldn't have happened without Sam.
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Wednesday, August 11, 2010
The Two Front War On Gold / Commodities / Gold and Silver 2010
Politics makes strange bedfellows. In the person of Ben Bernanke, three streams of American politics have come together: Progressivism, Populism, and Populism's replacement, right-wing crackpot monetary theory.
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Wednesday, August 11, 2010
China Enters the Gold Market / Commodities / Gold and Silver 2010
There was an editorial power struggle at Mogambo News Service over whether it was Big, Big News (BBN) or if it was Big Freaking News (BFN), or even if it was The Biggest Freaking News Of Your Life (TBFNOYL) that China has, officially through the People's Bank of China, said that they have "seen the light" as concerns gold, and they see how gold is the only true money, and how worthless paper monies and computer blip monies are the Wrong Way To Go (WWTO), as evidenced by the Chinese merely looking at us Americans and what happened! Hahaha!
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