Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, August 04, 2010
Climate Change, Floods, Droughts, Food Prices and the Inflation Mega-trend / Commodities / Agricultural Commodities
By: Nadeem_Walayat
Food prices are soaring with wheat up more than 50% in a month whilst the mainstream press looks for answers in triggering events such as the Russian drought and wild fires, Pakistan flooding whilst it's President Zadari holidays in Britain with an eye on eventually treating himself to a British passport. However rising food prices as a consequence of climate change, population growth and the rise of asian per capita consumption are just part of the manifestation of the unfolding multi-decade long Inflation megatrend.
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Tuesday, August 03, 2010
Will the Gold Market Shift To the East? / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
China's central bank said in a statement it will allow its banks to import and export more gold as part of a program to push forward the development of the country's market in the precious metal. This is part of the on-going effort to further liberalize the gold market broaden gold's appeal throughout China. China has long been unable to fully explore gold demand. This is another step along that road.
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Tuesday, August 03, 2010
Peak Gold? Maybe So / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
It was just a few years ago that the world was realizing that Hubbert's Peak, a forecast set some decades prior, was proving to be incredibly true with oil. While no one expects that oil will ever disappear in its entirety, we know that at the rate it is used, cheap oil may be gone forever. Will gold have a similar fate? Well, one industry insider believes that may be the case.
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Tuesday, August 03, 2010
China Economic Crash Looming While India Jewelry Zooming / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
China's extreme economic growth rates were met by both cheerleaders and detractors, many of whom were afraid that the real estate expansion was just another repeat of the US growth from 2002-2007. One of the key elements of the Chinese economic situation is its impact on precious metals, with many analysts stretching the news to say that a Chinese slowdown is bad for metals. But how? The greater impact on metals comes from India.
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Tuesday, August 03, 2010
No Leaks in this Crude Oil Market / Commodities / Crude Oil
By: INO
The massive move-up in crude oil on Monday created a new dynamic for this in-the-news market. The move to two-month highs completed one of our favorite major technical formations.
Tuesday, August 03, 2010
Gold And Silver Stocks Are About To Crash! / Commodities / Gold & Silver Stocks
By: Ronald_Rosen
There is one chart in the precious metals complex that has been true, honest, and faithful right from the beginning of its bull market. You will see a white square on this chart that says DEC 2007 DANGER!!! This was a magnificent and totally up front and obvious clue that the tide was about to turn bearish for the HUI. Between November 2000 and December 2007 the HUI did not at any time retreat below a previous monthly high.
Tuesday, August 03, 2010
U.S. Dollar Down, Gold Up, Not Today! / Commodities / Gold and Silver 2010
By: Bob_Kirtley
The inverse relationship between the dollar and gold prices started to decouple recently with the dollar rising and gold rising concurrently. The dollar has since peaked and resumed its trek south with gold also down but holding steady at the moment. Today, however, we saw the dollar fall out bed as the chart shows, and gold almost followed it lower but was saved by the rapid fall of the dollar. The summer doldrums brings with it a certain amount of wishy washy market movements without any obvious direction. So we need to think of it as white noise and concentrate on the bigger picture.
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Monday, August 02, 2010
Why Gold Stocks are Certain to Go Higher / Commodities / Gold and Silver 2010
By: Jordan_Roy_Byrne
Certain may not be the best word to use in a post-bubble world. Is anything truly certain? Ok maybe not. If you don't like certain then lets replace it with “highly probable.”
Monday, August 02, 2010
The Special Science of Rare Earth Metals Investing / Commodities / Metals & Mining
By: The_Gold_Report
The ability to separate the science from the promotional claims is among the expertise that Geological Consultant Tony Mariano, PhD, brings to the rare earth elements (REE) table. Tony, who for decades has combined long hours in the lab with even longer field visits to evaluate mineralization in its natural environment, is among the rare ones who can help companies evaluate a deposit for grade, tonnage and the prospects for economic recovery. A sharp technician who manages to keep his head out of the clouds and his feet on the ground, Tony shares some of his secrets, and some of his opinions about the hottest prospective properties, in this exclusive interview with The Gold Report.
Monday, August 02, 2010
Gold Could Hit $46,167 on Fed Deb Monetization / Commodities / Gold and Silver 2010
By: Larry_Edelson
I have some important ground to cover with you today, so let me get started right away — but first, with a warning I want to get on the official record …
No matter what happens in the world today …
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Monday, August 02, 2010
Meet Someone Who is 90% Invested in Gold and Silver! / Commodities / Gold and Silver 2010
By: Peter_Degraaf
Nations rise when, through inventions and technology they become economically prosperous. They grow as they enlarge their borders and increase in influence, through conquests or by trade. They fall, when the growing need to pay for promises made, and the cost of foreign wars, drains the treasury.
Monday, August 02, 2010
Macro Blues Overshadow Crude Oil / Commodities / Crude Oil
By: Dian_L_Chu
Crude oil has been trading within the range of $75-$80 for the fourth consecutive week with investors now focusing on a slowing economy and rising inventories in the United States, one of the top two oil consumers in the world.
However, the latest data indications from these two areas are not at all encouraging, and I will discuss some of them in the following sections.
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Monday, August 02, 2010
Gold Hatchet Job by Barron’s / Commodities / Gold and Silver 2010
By: Howard_Katz
Gold dropped 30 points on Monday-Tuesday of this past week thus breaking out downside from a head and shoulders top. The problem here was that most of the indicators on gold are bullish. Thus the head and shoulders is an anomaly. Technical analysis proceeds on the basis of probabilities. One must weigh the bullish and bearish factors and establish a weight of the evidence.
Monday, August 02, 2010
Steels Most Important Ingredient / Commodities / Metals & Mining
By: Anthony_David
As the economic crisis continues to reverberate worldwide, many smart companies and developing nations are taking advantage of the downturn to invest in strategic metals. One such metal continuing to gain interest around the world is manganese for the simple, but important reason that steel cannot be produced without it. That’s why this month, we’ve decided to focus on this little known strategic metal.
Sunday, August 01, 2010
JP Morgan Covering Its Silver Shorts Like Crazy / Commodities / Gold and Silver 2010
By: Jesse
JP Morgan holds a massive short position in silver, some of which it is said to have inherited as a concentrated speculative position from Bear Stearns. Retreats from such overextended positions are never easy, and therefore never straightforward. Having such a position can be very profitable in the short term since it gives one remarkable control over the paper price of a commodity, paricularly if the regulators are willing to turn a blind eye to certain trading practices.
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Saturday, July 31, 2010
China Raises the Floor for Agri Food Investments / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Last we talked on Agri-Food part of our discussion was drought in Russia and wetness in Canada. Mother Nature just does not understand that just in time inventory management requires the weather to be properly scheduled. Or, perhaps humans should come to understand that just in time inventory is fine for electronic connectors, but does not work with wheat or corn or soybeans or any of the other Agri-Foods. While many things are made in factories, Agri-Foods are not. The lost portion of the Russian wheat harvest will not be replaced till 2011.
Saturday, July 31, 2010
One of the Great Secrets of Commodity Investing / Commodities / Investing 2010
By: DailyWealth
Matt Badiali writes: By now, just about everyone in America has heard of the huge "unconventional" natural gas boom we've enjoyed in this country.
Earlier this decade, people were worried the U.S. was running out of natural gas... a vital commodity we use to produce chemicals, heat our homes, and generate electricity. From 1980 to 1999, domestic natural gas reserves fell 18%. Production only grew 1% a year on average. In short, we were pumping out more than we were finding... for nearly two decades.
Saturday, July 31, 2010
Cloudy Economic Outlook Keeps Crude Oil Trading in Narrow Range for Week / Commodities / Crude Oil
By: OilPrice_Com
Crude oil futures continued to trade in a very narrow range, unable to cross the $79 a barrel threshold even though they ended 4.4% higher on the month.The benchmark West Texas Intermediate rallied with the stock market late Friday to finish the week at $78.95 a barrel, virtually unchanged from $78.98 a week ago, after dipping just below $77 a barrel earlier in the week. End-of-month trading might have accounted for some the late gains, analysts said.
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Saturday, July 31, 2010
Has Gold Correction Made a Final Bottom? / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
In the last two essays we have emphasized the influence that the dollar and main stock indices might have on the precious metals and we have summarized our last essay by stating that we are likely to see a short-term bounce to the upside (…) perhaps very soon. Since this is what happened we would like to let you know where - in our opinion - gold is likely to go next.
Saturday, July 31, 2010
A Cyclical Case for Gold Stocks Investing / Commodities / Gold & Silver Stocks
By: The_Gold_Report
"We're not going into a double dip. We're going into a depression. I'm convinced of that," claims renowned Market Forecaster Ian Gordon. Using his sharpest tools, Gordon has determined that the biggest market crash in our lifetime is coming sooner than most expect. But he is using a three-pronged strategy to limit the damage and even make money in the dark times ahead. You will learn why Gordon believes gold, and gold equities in particular, will perform when nothing else does in this exclusive interview with The Gold Report.