Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Sunday, June 06, 2010
Implications of the Gold Silver Price Divergence... / Commodities / Gold and Silver 2010
In this article we are going to consider the implications of gold’s new highs of late last year and a month or so ago not being confirmed by new highs in either silver or the Precious Metal stock indices, and consider other factors having an important bearing on the outlook. Normally such a non-confirmation results in a reversal, if it persists, which is why it is a focus of concern at this time.
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Sunday, June 06, 2010
Gold’s Role / Commodities / Gold and Silver 2010
The 5% X 3 box reversal Point & Figure chart below (of the ratio of the gold price to the commodities index) – courtesy stockcharts.com – shows an amazingly consistent pattern since 2005: A strong breakout, followed by a modest consolidation, followed by a strong breakout.
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Sunday, June 06, 2010
Silver and Contracting U.S. Money Supply Flash Gold Trend Warning / Commodities / Gold and Silver 2010
How many nations must experience a traumatic withdrawal from addiction to debt? Repeatedly, now again with Portugal, we have confirmation that one cannot borrow one’s way to prosperity. Keynesian economic dogma must be declared a complete failure. What Texas really needs to purge from its text books is all reference to Keynesian economic dogma, perhaps saving the financial souls of future generations.
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Sunday, June 06, 2010
Gold More Downside Looks Possible / Commodities / Gold and Silver 2010
We had a little bounce on Friday but is this a reversal? I don’t think so, at least not a major reversal. More downside still looks possible ahead.
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Sunday, June 06, 2010
Gold Price Will Explode Higher / Commodities / Gold and Silver 2010
Chris Blasi writes: If 1+1 still equals 2 then gold will explode. It’s really that simple! Once you tune out the white noise of the main stream media, recognize Keynesian economics for the claptrap it is, and come to terms with the painful reality that policymakers and financial elites navigate the ship of state to their benefit, not yours, the basic truth of this premise should resonate with you.
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Saturday, June 05, 2010
Gold's Fundamental Value / Commodities / Gold and Silver 2010
The estimate of gold's fundamental value reported in this article won't be much different from earlier estimates of mine or others. What's new here is a tad more insight into the assumptions that go into this estimate. Knowing this might alter one's confidence in the estimates, up or down. The perspective herein is definitely fundamental.
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Saturday, June 05, 2010
Gold Forecast to Hit $2,000 in Two Years / Commodities / Gold and Silver 2010
Sprott Asset Management's Charles Oliver not only makes some bold predictions in this exclusive interview with The Gold Report, he backs them up. "I expect gold to be at $2,000 roughly two years from today. . .if I'm wrong I'll shave the hair off my head," Oliver says. As an unwavering believer in the yellow metal, Oliver is well positioned as co-manager of several Sprott investment funds, some of which hold bullion. One of those—Sprott's Gold and Precious Minerals Fund—climbed 114% in 2009, and claimed the 2010 Lipper Fund Award for Best Fund Over One Year in the precious metals category. Oliver shares some of the secrets of his success in this one-on-one interview.
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Saturday, June 05, 2010
Genuine Checkmark Economic Recovery Spotted - Guess Where? / Commodities / Gold and Silver 2010
In response to Disputing the Alleged "Checkmark Recovery" reader Dave Bellamy informed me that I missed one.
Dave writes ...
Saturday, June 05, 2010
Gold Resilient While Equities Weak / Commodities / Gold and Silver 2010
Amidst the carnage, gold is acting well -- like gold should act. Every day, sometimes multiple times each day, investors get blindsided by negative news that clobbers stocks, but not gold, which appears to be under accumulation during every bout of weakness.
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Saturday, June 05, 2010
What Will Happen to Gold Supply if Demand is Very High? / Commodities / Gold and Silver 2010
Investment demand for gold has never been so high and it is likely to rise still further. Normally when a commodity is in high demand supply is accelerated and holders of that commodity often take profits, thereby increasing supply. Economic history tells us the same, “rising prices and high demand should result in rising supply. When it comes to gold all rules have to be re-written. That’s because gold is only part commodity.
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Saturday, June 05, 2010
Gold Bullion Performance Against Gold Stocks / Commodities / Gold and Silver 2010
Gold for Defense. Gold Stocks for...?
Gold stocks stopped beating gold in 2005. They've lagged it since 2007...
IF GOLD'S GOING UP, then gold-miner stocks will rise further and faster. Right?
Friday, June 04, 2010
Investors Commodities Stock Buying Opportunity / Commodities / Investing 2010
Commodities stocks have two primary drivers, commodities prices and the general stock markets. When both are doing well, commodities stocks thrive. But when both are weak, commodities stocks amplify their losses as we’ve seen during the sharp universal correction since late April. The resulting deeply-oversold commodities stocks have created an outstanding buying opportunity today.
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Friday, June 04, 2010
Gold Marginally Lower as Equities Fall Sharply on Disappointing US Job Numbers / Commodities / Gold and Silver 2010
The US jobs number came in at 431,000, which was worse than the expected 500k, and saw safe haven buying bid the dollar, yen and gold prices higher. The jobs number raised concerns about the sustainability of the recovery especially as the employment numbers received an artificial boost from the hiring of thousands of temporary census workers.
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Friday, June 04, 2010
Natural Gas Putting in a Bottom / Commodities / Natural Gas
I believe natural gas is putting in a bottom, and it has the potential for an extended bullish run.
Looking at figure 1, which is a monthly chart of the cash data for natural gas, we note that natural gas has gotten crushed over the last 2 years. The indicator in the bottom panel is the "next big thing" and this suggests that natural gas has the technical characteristics of an asset about to undergo a secular trend change from down to up.
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Friday, June 04, 2010
Gold Jumps on Euro Slump and Poor U.S. Jobs Data / Commodities / Gold and Silver 2010
THE PRICE OF GOLD in spot wholesale dealing bounced from its lowest US-price in nine sessions on Friday lunchtime in London, rallying from a dip to $1200 as the Euro currency sank to a new four-year low vs. the Dollar.
New data showed US payrolls rising by 431,000 in May – fewer than expected.
Friday, June 04, 2010
CRB Commodities Index Slide Nearing Support Area / Commodities / CRB Index
Early 2010 negative signals in the CRB Index called for a bearish stance, with the Feb/Apr recovery attempt viewed as temporary. A subsequent resumption of the bear move has now seen the Index approaching an interesting technical support area where support, and a rebound, is likely.
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Friday, June 04, 2010
Invest Your Cash in Colombia's Oil and Brazil's Iron / Commodities / Resources Investing
Financial guru Carmel Daniele is none too concerned with the euro debt crisis, hemorrhaging oil in the Gulf or depressed natural gas. She's too busy making money. Whether it's oil in Colombia or potash in Peru, she's always looking for ways to improve the fortunes of her namesake CD Capital Private Equity Natural Resources Fund. In this straightforward interview with The Energy Report, Daniele shares with us her favorite emerging markets and investment opportunities for those willing to place some faith in London's commodity queen.Read full article... Read full article...
Friday, June 04, 2010
How Canadian Oilsands Can Go Green – At Less Than $10/barrel / Commodities / Crude Oil
A large part of Canada’s massive oil sands deposits could become one of the most “green” energies on the planet, by using electricity to heat up and break down the heavy oil. EEOR, or Electrically Enhanced Oil RecoverySM is a new technology being field tested in Saskatchewan by a Canadian junior producer, Deloro Resources.Read full article... Read full article...
Thursday, June 03, 2010
Gold Falls on Increased Risk Appetite / Commodities / Gold and Silver 2010
Gold is currently trading at $1,218/oz and in euro, GBP, CHF, and JPY terms, at €994/oz, £831/oz, CHF 1,405/oz, JPY 112,630/oz respectively. Gold fell slightly in US trading yesterday on renewed risk appetite prior to sideways trading in Asia and then falling mid morning in Europe from $1,223/oz to $1,215/oz.
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Thursday, June 03, 2010
Gold and Gold Stock Update / Commodities / Gold and Silver 2010
The following is a brief snippet of Wednesday’s 16-page update. Go here for more information on our service and a free 14-day no risk trial.
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