Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
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.
Friday, August 06, 2010
The Great American Collapse, The Gold Decade / Commodities / Gold and Silver 2010
By: Peter_Schiff
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.
Friday, August 06, 2010
Wall Street’s Gold Mine is Main Street’s Shaft / Commodities / Gold & Silver Stocks
By: Sean_Brodrick
Wall Street started this week off with another “push-it-higher” party, as the babbling heads on TV trumpet the latest good earnings news. Respected analysts at Cabot Market Letter just said it’s “likely” the Dow could surge to 14,000 in 2011. Meanwhile, many Americans are left wondering: How can it be party time for Wall Street when it’s such hard times for the rest of us? Where’s the party for Main Street?
Friday, August 06, 2010
Gold Moving Toward $1,200 / Commodities / Gold and Silver 2010
By: LiveCharts
The price of gold is currently (August 5) just below $1,195 after it briefly touched $1,200 on August 4th. Gold prices have been on a rebound after more than a $100 downward correction from the all-time high in late June of $1,261.
The gold spot rate hit $1,157 just over a week ago on July 28th. However, after hitting the nearly two-month low, the price of an ounce of gold has jumped nearly $40.
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Friday, August 06, 2010
The Pressures on Crude Oil / Commodities / Crude Oil
By: Seven_Days_Ahead
Since the sharp sell-off back in May at the height of the Euro zone sovereign debt crisis, oil has experienced a long slow recovery, which for most of that time looked like no more than a prolonged period of sideways trading.
Thursday, August 05, 2010
China Is Winning the Energy Race / Commodities / Energy Resources
By: Marin_Katusa
Marin Katusa, Casey’s Energy Opportunities writes: Stop the presses. The United States is no longer the world’s biggest consumer of energy.
After topping the energy consumption charts for more than a century, the U.S. has been left behind as China leapfrogged past. According to the International Energy Association’s (IEA) latest report, China burned its way through 2,252 million tonnes of oil equivalent last year – about 4% more than the U.S.
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Thursday, August 05, 2010
Sellers Emerge in Natural Gas UNG ETF / Commodities / Natural Gas
By: Mike_Paulenoff
Never a dull moment in natural gas. The inventory build was a bit less than expected, but sellers came out of the woodwork above 8.05 in the U.S. Natural Gas Fund ETF (NYSE: UNG) and smacked prices down to 7.72 so far.
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Thursday, August 05, 2010
Why You Should Worry About the Iran Oil Sanctions / Commodities / Crude Oil
By: Money_Morning
Kent Moors writes:
I cut my teeth doing energy-related deals in the Soviet Union and still spend a lot of time consulting in Russia and the Caspian Sea basin. These days, my work takes me all over the globe. But the part of the world where my career began still holds the key for future oil supplies.
Especially the Caspian.
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Thursday, August 05, 2010
Are Silver Stocks Worth the Effort? / Commodities / Gold & Silver Stocks
By: Bob_Kirtley
Question: What is it that we are trying to achieve?
Answer: Exposure to the silver bull market.
Thursday, August 05, 2010
Gold the Hedge Against Chaos / Commodities / Gold and Silver 2010
By: Darryl_R_Schoon
…what if history is not cyclical and slow-moving but arhythmic, at times almost stationary, but also capable of accelerating suddenly, like a sports car? What if collapse does not arrive over a number of centuries but comes suddenly, like a thief in the night… dramas lie ahead as the nasty fiscal arithmetic of imperial decline drives yet another great power over the edge of chaos. Niall Ferguson, July 28, 2010Read full article... Read full article...
Thursday, August 05, 2010
Yellow and Black Gold Shine Compared to the Stocks SP500 Index / Commodities / Commodities Trading
By: Chris_Vermeulen
Commodities have been shining recently as the US Dollar loses its luster for investors. Also the weakening dollar has helped boost equities as a lower US dollar helps the large multi national companies. This report is a quick follow up from the Weekend report showing what the odds were favoring which was higher gold, oil and sp500. As of today each investment is unfolding as planned, once candle at a time.
Thursday, August 05, 2010
Time to Buy Silver Nears / Commodities / Gold and Silver 2010
By: Bob_Clark
The penny gold and silver explorers waved a red flag six months ago, now they are furling that flag and preparing to hoist a green one. It is August and a good time to follow up on my article written in March for Market Oracle, "Will gold get compressed". In it I suggested that the metals would go sideways or compress but would hold above the March low, until August. below is part of what I said.
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Thursday, August 05, 2010
Economy in for a Long Dark Period – Here’s How to Survive with Gold / Commodities / Gold and Silver 2010
By: Lorimer_Wilson
Chris Blasi writes: The success of the multi-year machinations of the U.S. Government and the Federal Reserve’s attempts to manage the fiscal crisis can best be summarized in a single word – and that word is ephemeral - yes, ephemeral! This beautifully succinct word, ephemeral, is defined as "lasting for only a short period of time and leaving no permanent trace.” Yes, indeed, what better word is there to describe the Government's so-called rescue plan than ephemeral – here today and gone tomorrow - and without a trace of lasting benefit!
Wednesday, August 04, 2010
Gold Price Dynamics / Commodities / Gold and Silver 2010
By: The_Gold_Report
Union Securities Analyst Brian Mok gets excited about gold companies with prospects for big-time growth. But then again, who doesn't? In this exclusive interview with The Gold Report, Brian discusses at length, and offers target prices on, no less than five juniors headed for big increases in gold production.
The Gold Report: Tell me how a strong gold price is changing the companies that you cover.
Wednesday, August 04, 2010
Gold Meltdown or Mania, Batten Down the Hatches / Commodities / Gold and Silver 2010
By: Casey_Research
Louis James, Senior Editor, Casey’s International Speculator writes: As Doug Casey said recently, we expect things to come unglued soon. With the ongoing madness in Europe, it seems to me that things are starting to look visibly less well glued already.
In contemplating the possibility of another stock market meltdown, it seems important to me that in spite of the exuberance with which investors rushed back into the market over the last year, the memory of 2008 remains vivid, tempering enthusiasm with caution.
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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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