Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, May 18, 2010
The Nuclear Power Investing Option / Commodities / Energy Resources
By: Marin_Katusa
by Marin Katusa, Chief Investment Strategist, Casey’s Energy Opportunities - Earlier this year, the Obama administration announced large new federal loan guarantees for the nuclear energy industry - totaling about $54 billion, or more than triple the current level of funding. Philosophically, we abhor government subsidies to any industry, but we also recognize that they're a fact of life these days, with an inordinate influence on markets. So even though we'd prefer the government didn't pick industry winners and losers, we must be mindful of what Washington is doing if we expect to reap profits as investors.
Tuesday, May 18, 2010
Bullish on Gold and the U.S. Dollar / Commodities / Gold and Silver 2010
By: Mike_Paulenoff
On one hand, gold prices cannot seem to catch a bid today, but on the other, spot gold has undergone a very orderly pullback from last Friday's high at $1250.45 to this morning's low at $1206.50 (-3.5%). For a market that needed a correction, the weakness in gold has the right look of a minor pullback within an incomplete upleg off of the Feb low. Add to the gold analysis, the behavior of the Dollar Index (DXY), which has turned up sharply in the last two hours largely in response to reports of German resistance to approval of the $1 trillion loan package for the entirety of the EC (as distinct from the 22 billion EUR package specifically for Greece), and because of reports of an impending ban on German equity naked short sales.
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Tuesday, May 18, 2010
Silver Investors Should Diversify, Too / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
Diversification is the most important part to any solid financial plan, and precious metals are no exception. Silver investors should plan to diversify within their silver holdings to protect their wealth and to allow for opportunities to profit in the future.
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Tuesday, May 18, 2010
Peak Oil And Peak Debt / Commodities / Crude Oil
By: Andrew_McKillop
DID HIGH PRICED OIL CAUSE THE CRISIS ?
Attempts are made to try out this argument, in a few diehard neoliberal New Economy circles, for example tracing problems reducing the USA's extreme high, but falling trade deficit, to "stubbornly high" oil prices. Whenever mass unemployment, recession and devaluing the dollar to cut import demand and sell more US products overseas does not work, the handy culprit is high priced oil. Put another way, if US oil imports cost nothing, the trade deficit would be a lot smaller, but the same applies to overseas purchases of US exports like Microsoft Windows or Apple iPhones - if they were given away, importing them would be cheap and easy.
Tuesday, May 18, 2010
Gold Continues to Retreat From New All Time High / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF WHOLESALE gold bullion bars fell further in London dealing on Tuesday, extending the discount to 3.2% from Friday's record high against the Dollar as world stock markets and commodity prices bounced sharply.
The US Dollar eased back, losing 1% from yesterday's four-year high to the Euro.
Tuesday, May 18, 2010
Gold Falls on Profit Taking as Retail Investors Remain Hesitant / Commodities / Gold and Silver 2010
By: GoldCore
Gold fell for a fourth day in Europe due to profit-taking but is likely to remain supported due to continued concerns about sovereign debt contagion and currency risk. Gold rose to a record intraday nominal high of $1,249 a troy ounce last Friday but has since pared back its gains and is now trading at $1,209.95 an ounce, down 1.3% on the day amid a combination of profit taking and increased risk appetite.
Monday, May 17, 2010
Gold Price Short-term and Long-term Projections / Commodities / Gold and Silver 2010
By: The_Gold_Report
When The Gold Report last interviewed Laurentian Securities Analyst Eric Lemieux, he talked about his favorite explorers, especially in the James Bay area, with its exploration plays and favorable geological, geographic and social fundamentals. Eric is back with more on Canada's junior gold sector in this exclusive interview.
Monday, May 17, 2010
Why More Investors Like Gold / Commodities / Gold and Silver 2010
By: Frank_Holmes
Gold is charging up to new highs, so it’s no surprise that the level of interest in this financial asset is charging up as well. Last week I did interviews with CNN, CNBC, USA Today and Reuters, and in most cases a specific question came up – “Should people be buying or selling gold right now?”
Monday, May 17, 2010
Gold "Well Positioned", Hits New Euro Record, as Oil Drops with Asian Stocks / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD in London's wholesale market slipped 1.2% from an early gain vs. the Dollar on Monday, touching new record highs for Euro and Sterling investors as Asian stock markets closed the day sharply lower.
European stock markets rallied as the Euro currency bounced from a new 49-month low at $1.2240.
Monday, May 17, 2010
Euro Gold Near €1,000 On Euro Currency Survival Concerns / Commodities / Gold and Silver 2010
By: GoldCore
Gold has dropped from $1,242/oz to $1,230/oz in Asian and early European trading this morning. Gold closed with a slight loss of 0.11% in dollars on Friday while it was stronger in most other currencies. For the week, gold rose by 1% in dollars and by much more in other currencies and especially in the beleaguered euro. Read full article... Read full article...
Monday, May 17, 2010
Gold New High / Commodities / Gold and Silver 2010
By: Howard_Katz
Oh, traders smart put out the buys.
The price of gold is on the rise.
The price of stocks is very grey.
They sell in May and go away.
So gold bugs have a smiley face.
It rises at a rapid pace.
But stock bugs have a face that’s long.
And that’s the message of my song.
Monday, May 17, 2010
Gold, Where Next? / Commodities / Gold and Silver 2010
By: Bob_Kirtley
So far in 2010, all eyes in the gold market have been looking up at $1225 wondering whether gold will get back to that all time high? Now that question has been answered, yet another arises, where next for gold?
Sunday, May 16, 2010
Gold New All Time High, Bit the Uneasy Feeling is Still There / Commodities / Gold and Silver 2010
By: Merv_Burak
A new all time high for gold but the uneasy feeling is still there. The move was on lower strength than the previous move in Nov. Is gold just running out of steam?
GOLD: LONG TERM - So, we’ve made it into new high ground (just barely so) with gold. Is this the start of a new move towards those higher highs everyone is looking for? Just to recollect your memory, a few weeks back my projections for gold were to the $1230 level followed by a move to $1470 and then to the projection almost everyone is making, the $1600 level. All this from the long term P&F chart.
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Saturday, May 15, 2010
Oil Prices Drop Further in Week as Euro’s Travails Continue / Commodities / Crude Oil
By: OilPrice_Com
Crude oil prices plunged nearly 4% on Friday and were off almost 20% from their 18-month high less than two weeks ago, as the euro continued to lose ground against the dollar and U.S. oil inventories continued to build.The benchmark West Texas Intermediate contract settled at $71.61 a barrel on Friday, down $2.79 on the day, compared with $75.11 a week earlier, and the lowest price in three months. Oil prices hit an 18-month high of $87.15 on May 3.
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Saturday, May 15, 2010
Gold Mining Stocks Intermediate and Development Plays Are the Golden Ticket / Commodities / Gold & Silver Stocks
By: The_Gold_Report
In this exclusive and revealing interview with The Gold Report, Mackie Research Capital's Barry Allan, always among Canada's top-ranked mining analysts, says the European currency crisis and crippling debt problems will push gold—and the U.S. dollar—higher throughout the rest of 2010. But gold and the greenback may not be the biggest winners as a result of a faltering euro. Allan suggests other currencies could have the most to gain as investors seek other havens. Allan also sheds some light on why the best bets in the gold sector are intermediate and development plays.
Friday, May 14, 2010
Silver Seasonal Trend Analysis, Sell in Early May and Lose Average $1 per Ounce Each Year / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
We would like to begin this essay by touching on the popular belief that precious metals - and especially silver - tend to drop heavily this time of the year. The saying suggests selling in May and going away - is this really the best way to go? At Sunshine Profits we're rather reluctant to take the common knowledge for granted - we prefer to dig deeper and check ourselves if every fact is really fact, not just an opinion.
Friday, May 14, 2010
The Hot New “Carry Trade” and Gold’s Record Run - One Chart Explains it All / Commodities / Gold and Silver 2010
By: Q1_Publishing
Every few months institutional investors get hooked on a new trade. The trades start off with solid fundamental ideas, then the Big Money piles in, it goes parabolic, good “stories” bring in the retail investor, and the trade eventually blows itself up.
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Friday, May 14, 2010
COMEX Gold and Silver Markets do Not Affect Gold and Silver Prices At All! / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
All of us follow COMEX in New York and assess the ‘net speculative long position’ there, so as to see the actual weight of opinion on the gold price. It gives us a clear market opinion after all. But many of you out there may believe that COMEX is a very large factor in the gold price. Is it?
Friday, May 14, 2010
Gold Golden Antidote to Our Being Fleeced! / Commodities / Gold and Silver 2010
By: DeepCaster_LLC
“Goldman Sachs Group Inc. traders didn't lose any money at the end of each trading day during the first quarter…
Traders raked in more than $100 million daily for 35 days and made no less than $25 million daily during the rest of the three-month period, according to a regulatory filing.”
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Friday, May 14, 2010
Gold €1000: Sovereign Debt Crisis Insurance or Bubble? / Commodities / Gold and Silver 2010
By: Adrian_Ash
Rising insurance premiums don't negate the need to insure...
IS GOLD in a bubble at €1000 an ounce? Let's hope so. Because if not, it would mean investors are right to keep bidding crisis insurance higher.
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