Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.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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Tuesday, August 10, 2010
Gold, GLD ETF Pivots Off Pullback / Commodities / Gold and Silver 2010
The SPDR Gold Shares (NYSE: GLD) is up about 1% from the intraday low prior to the FOMC statement, but more importantly from my technical perspective the price structure appears to have pivoted from a pullback into the start of a new upleg. If accurate this argues for upside acceleration that hurdles near term resistance at 119.00/10, on the way to a revisit of the June highs at 123.50.
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Tuesday, August 10, 2010
Stocks or Gold, What's Real? / Commodities / Gold and Silver 2010
"It is my opinion that the use of this barbarous weapon at Hiroshima and Nagasaki was of no material assistance in our war against Japan. " - "The lethal possibilities of atomic warfare in the future are frightening. My own feeling was that in being the first to use it, we had adopted an ethical standard common to the barbarians of the Dark Ages." --- William Leahy, Chief of Staff to Presidents Franklin Roosevelt and Harry Truman - I Was There, pg. 441.
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Tuesday, August 10, 2010
Can the Gold Price Rise If the Jewelry Market is Weak? / Commodities / Gold and Silver 2010
Gold is still only $50 away from its record levels. The Fed is going back into Quantitative Easing because the "L" shaped recovery is threatening to turn into a double-dip recession. U.S. consumers are saving 6.4% of their income, before they saved only 1 to 2 %. Money velocity is threatening to slow, money supply is shrinking and deflation looming on the horizon. All of this points to a weak U.S. gold jewelry market. In the rest of the developed world the picture is nearly the same, so it is reasonable to expect world jewelry demand to be weak? With gold demand accounting to roughly 60% of total gold demand in the past, can the gold price rise if the gold jewelry market is weak?
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Tuesday, August 10, 2010
Is Gold Crash Proof This Time Around? / Commodities / Gold and Silver 2010
I’ve been receiving quite a few emails regarding the topic of Gold and how it will perform if another Crash hits. The following are my thoughts on this matter.
The first thing that needs to be said is that IF we have another systemic meltdown like that of Autumn 2008, Gold will likely go down along with everything else. There are simply too many big players (hedge funds, investment banks, etc) with heavy exposure to Gold who would be forced to liquidate their positions during a systemic collapse.
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Tuesday, August 10, 2010
Fiat Paper Covers Gold Rock / Commodities / Gold and Silver 2010
Evidenced by Tuesday’s drubbing of gold and silver into COMEX (paper market) options expiry for the metals, which is an all too common occurrence that goes unchecked by regulators, it’s apparent the banking cartel’s resolve regarding suppressing metal’s prices is particularly strong at present, with the tell sign here being generous numbers of put owners got paid – paid big time. If cartel members were the writers of these put contracts, such an outcome would be expensive, so it must be concluded the writers were likely hair-brained hedge fund managers, possibly goaded into these positions by cartel members. Then, it was easy for cartel members to sell gold down Tuesday as lower volumes associated with summer doldrums left few obstacles to overcome.
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Tuesday, August 10, 2010
The Global Food Crisis, Drought, Fire and Grain in Russia / Commodities / Food Crisis
Three interlocking crises are striking Russia simultaneously: the highest recorded temperatures Russia has seen in 130 years of recordkeeping; the most widespread drought in more than three decades; and massive wildfires that have stretched across seven regions, including Moscow.Read full article... Read full article...
Tuesday, August 10, 2010
Dow and Gold Summer Doldrums / Commodities / Gold and Silver 2010
Central banks money printing is out of control. The constant printing of all the world’s currencies is just another way for countries to default on their debt – the repayment of a creditor occurs using a currency whose purchasing power has been reduced. Gold’s price will continue, has to continue, too rise in value against all depreciating paper currenciesRead full article... Read full article...
Tuesday, August 10, 2010
Golds and Junior Silver Mining Stocks Update / Commodities / Gold & Silver Stocks
I maintain two indices for premium subscribers so that we can better track the junior precious metals sector. These four charts should give you a better idea of the current state of the sector.
The first chart shows our junior gold index over the last year. The junior gold index consists of 25 companies, most of which are in the neighborhood of $100-$600 million in market cap. How a billion dollar company is a junior, is beyond me.
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