Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, August 10, 2010
Gold, GLD ETF Pivots Off Pullback / Commodities / Gold and Silver 2010
By: Mike_Paulenoff
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
By: Steve_Betts
"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.
Tuesday, August 10, 2010
Can the Gold Price Rise If the Jewelry Market is Weak? / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
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?
Tuesday, August 10, 2010
Is Gold Crash Proof This Time Around? / Commodities / Gold and Silver 2010
By: Graham_Summers
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
By: Captain_Hook
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.
Tuesday, August 10, 2010
The Global Food Crisis, Drought, Fire and Grain in Russia / Commodities / Food Crisis
By: STRATFOR
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
By: Richard_Mills
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
By: Jordan_Roy_Byrne
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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Tuesday, August 10, 2010
Gold Stocks on Summer Sale / Commodities / Gold & Silver Stocks
By: Jason_Hamlin
Gold has bounced back from the recent correction to reclaim the $1,200 level and looks poised to make new highs in the coming weeks. While the price of gold is just 5% from its all-time nominal high of $1,261, many of the best mining companies are 20% or more below their recent highs. If the next few months play out the way I expect, it could be a very profitable ride for those who establish positions ahead of the herd.
Tuesday, August 10, 2010
Gold Prepares To Make Yet Another All Time High / Commodities / Gold and Silver 2010
By: Bob_Kirtley
The summer doldrums are normally a weak time for gold, with July and August historically being two of the worst months for the yellow metal. July followed this pattern with there being a great deal of weakness in the gold price. However gold prices have bounced back this month, with gold now only $60.00/oz off its high. We are not sure why so many investors believe all in the markets and general economy is well, when gold is a 5% from its all time high whilst the S&P 500 is 40% from its high.
Monday, August 09, 2010
Gold Recent Price Slide Presents Buying Opportunity / Commodities / Gold and Silver 2010
By: The_Gold_Report
"It's no longer just an energy market. It's no longer just a metals market. It's just one commodities market," says John Licata, chief commodity strategist at Blue Phoenix, Inc. John thinks that the lines between commodities will continue to blur as companies diversify their metals and minerals holdings. He also thinks gold will approach $1,375 by year-end, and that a major uranium producer will soon be snapped up by Asian interests. It's all in this exclusive interview with The Gold Report.
Monday, August 09, 2010
Why the Official Antipathy to Gold and Silver? The Second Oldest Profession / Commodities / Gold and Silver 2010
By: Jesse
Every so often someone asks, 'Why do the government and the banks manipulate the price of gold and silver?'
There is a great deal of circumstantial evidence to support this, even some blatant quotes pertinent to the topic from the likes of Volcker, Greenspan, and Bank of England governor Eddie George. Of course it can all be denied. People can deny anything, even well known historical events with many witnesses, if it suits their bias and purposes.
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Monday, August 09, 2010
Gold and Silver, Following Stock Market Indices or Moving Against Them? / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
In one of our previous essays entitled The Strength of Reaction and Precious Implications we have analyzed the general stock market and the way it could influence gold, silver, and mining stocks. We have summarized that we are likely to see a short-term bounce to the upside. Now - with gold over $40 higher - we would like to provide you with a follow-up of that particular essay.
In the following part of the article we will also provide you with our thoughts related to one of the questions that we've received from our Subscribers - how is gold likely to perform in deflationary environment.
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Monday, August 09, 2010
Gold Get Ready, Set, the Best Months Are Just Ahead / Commodities / Gold and Silver 2010
By: Frank_Holmes
Global economic conditions are now favorable for gold as a safe-haven investment. The U.S., Western Europe and Japan are close to buckling under the weight of their sovereign debt loads, government budget deficits remain large and persistent and, as a result, faith in major paper currencies is low.
Monday, August 09, 2010
Gold and Failing Keynesian Dogma / Commodities / Gold and Silver 2010
By: Ned_W_Schmidt
That Keynesian economic dogma has been a complete and utter failure is readily evident as we look around the world. For one, the U.S. economy will reenter recession in first of the new year as Obama Regime's tax increases crush the potential for economic growth. U.S. unemployment remains stubbornly above 9%. Rather than Keynesians surrendering as they should, they place the blame not on their policies but those advocating change. Cure the economic woes of today? Ban university tenure for Keynesian economists, retroactively!
Sunday, August 08, 2010
U.S. Crude Oil Distillate Demand Falling off a Cliff / Commodities / Crude Oil
By: Dian_L_Chu
Crude Oil had a breakout this week as the risk trade was put on, it benefitted from the short the dollar, and go long commodities play. Plus equities have been testing the higher levels, and trying to establish a higher trading range.
Sunday, August 08, 2010
Gold and Silver Huge Short Position / Commodities / Gold and Silver 2010
By: Jesse
There is a case to be made that world production is not the only issue, but the available supply is just as important, if not more.
In the case of gold, a relatively small portion of supply is consumed, as the bulk of it is held as jewelry and bullion. One might say that if the bullion banks get into a pinch, the central banks can bail them out by 'leasing' gold to them for sale. In fact there is quite a bit of circumstantial evidence that the central banks have been doing this for some time, and would be in serious difficulty if they faced external audits.
Saturday, August 07, 2010
Gold Serious Negative Divergences Despite Recent Rally / Commodities / Gold and Silver 2010
By: Merv_Burak
Gold has had several days of steady upside action but unfortunately the strength or momentum behind the move is not all that encouraging. Serious negative divergences are seen in my momentum indicators and need to be nullified before any significant move can continue. Let’s see where we are on a continuing basis.
Friday, August 06, 2010
If the U.S. Dollar Were to Fall How Important is Gold to the States? / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
Since the demise of the Gold Standard, monetary authorities have tried as many ways as possible out there to sideline gold as part of the monetary system. Since the early eighties they have succeeded to some extent, but this was by discrediting it and by emphasizing the benefits of paper currencies. Paper money in a paper system was working very well and everybody felt that much more prosperous, so ignored gold's departure.
Friday, August 06, 2010
Junior Gold Mining Stock Bull Seasonals / Commodities / Gold & Silver Stocks
By: Zeal_LLC
The adventures of trading junior resource stocks are meant for only a select breed. Yet even these risk-craving traders struggle with a cornucopia of emotions when putting their capital to work in this realm. This sector is capable of violent swings in either direction, and it has proven to be quite difficult to navigate on an interim basis.