Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, March 05, 2010

Jim Rogers, Commodities Will Outshine Stocks / Commodities / Investing 2010

By: LewRockwell

Should you invest in commodities on the advice by veteran commodities investor Jim Rogers? The Singapore-based billionaire commodities investor has been the most passionate advocate who has been consistently arguing that investing in commodities is much better than putting your money in stocks.

Friday, March 05, 2010

Winning the Energy Investing Game with Zero-Risk Capital / Commodities / Energy Resources

By: The_Energy_Report

"In this game," according to Marin Katusa, senior editor of Casey's Energy Report, "you only get profits when you sell." The zero-capital investing philosophy he advocates wins the hearts and lines the pockets of investors. At the same time, though, it often puts him in the doghouse with some the companies and people he admires most. That's because following this strategy, you a) recoup your original investment once your stock rises, b) pull your original investment out, and then c) return for more when the price dips to the point that the company becomes an undervalued bargain. In addition to learning more about the Casey Free Ride approach and Marin's current energy sector views, get an early glimpse of the European shale plays that have captured his fancy in this exclusive Energy Report interview.

Thursday, March 04, 2010

Precious Metals and the U.S. Dollar / Commodities / Gold and Silver 2010

By: Sol_Palha

"Keep on sowing your seed, for you never know which will grow -- perhaps it all will." ~ Albert Einstein, 1879-1955, German-born American Physicist

Thursday, March 04, 2010

Don't Let Analysts Skew Your Metals Portfolios / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

Every time an investment outperforms much of the market, the entirety of the financial services community reaches in to offer their two cents.  We saw this in real estate, the bull run in commodities throughout the early 2000s, and in many high performing investment sectors before these booms. 

Thursday, March 04, 2010

Chinese Government to Citizens: Buy Gold and Silver / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

No longer favoring the US dollar, the Chinese government increased its holdings of gold from 600 tonnes in 2003 to 1,054 tonnes in 2009.  This month, rumors began circulating that the Chinese government may indeed purchase from the IMF 191.3 tonnes of gold.  While the government has denied this rumor, China Investment Corp. has purchased positions in gold miners such as Canadia’s Kinross Gold, Gold Fields of South Africa, and AngloGold Ashanti.  

Thursday, March 04, 2010

Metal Tiger… / Commodities / Commodities Trading

By: HRA_Advisory

A sign of the times is seen in the deal the CME Group (CME-N), umbrella for the Chicago and NYMEX commodity bourses, is buying 90% of the Dow Jones index system from News Corporation (NWS-Q).  The traditional newspaper business is having a tough go competing with the internet, which prompts the sale.  One could argue this is another example of the commodities space taking up some of the ground opened by the past decade’s bear market for equities. 

Thursday, March 04, 2010

Yemen’s Push Into the Natural Gas Sector Fails to Stimulate Excitement, Raises Disturbing Questions / Commodities / Natural Gas

By: OilPrice_Com

With Yemen’s oil revenues plunging, the government’s push into the gas market seemed like an economic saving grace for a state wracked by poverty and terrorism, but analysts warn more thought should be given to carving out the country's post-petroleum era.

Thursday, March 04, 2010

Natural Gas Trumps Gold's Comeback... / Commodities / Natural Gas

By: Oakshire_Financial

In our report published November 20th, 2009, we recommended immediate action be taken regarding gold positions in general and in a particularly profitable, zero premium trade in silver that we had prescribed several weeks prior.  In the face of a steadily rising bullion price we said the following:

Thursday, March 04, 2010

Gold Rally Pauses on Asian Selling / Commodities / Gold and Silver 2010

By: Adrian_Ash

GOLD PRICES bounced above yesterday's low of $1133 an ounce for US investors early in London trade on Thursday, rising back to $1140 by lunchtime as the Dollar eased back on the forex market and European shares held flat.

UK and Eurozone interest rates were left unchanged by this month's central-bank decisions in London and Frankfurt.

Thursday, March 04, 2010

Gold's Technicals Improved as Markets Await U.S. Jobs Report / Commodities / Gold and Silver 2010

By: GoldCore

Gold had a strong run in London and the US rising to $1,144.85/oz before falling back slightly to close up 0.55% in US trading. It has dropped as low as $1,132.00/oz in Asian trading this morning before bouncing somewhat. Gold is currently trading at $1,138.00/oz and in euro and GBP terms, gold is trading at €833/oz and £756/oz respectively - near recent nominal highs in both currencies.

Thursday, March 04, 2010

Consquences of Storing Wealth in Cash Paying Negative Real Returns / Commodities / Gold and Silver 2010

By: Adrian_Ash

How long will people choose to hold any wealth in cash given it's losing value thanks to negative real rates of interest...?

PEOPLE don't always do what policy-makers expect or demand of them. And a good job, too.

Thursday, March 04, 2010

Cyclical Stocks Bull Market vs. Secular Gold Bull / Commodities / Gold and Silver 2010

By: Gary_Savage

Since March of 2001, the stock market has been and continues to be in a secular bear market.  Beginning in March 2009, stocks have been in a cyclical bull market.  This means our current stock market is in a relatively short term bull rally within a much longer term secular bear market decline.

The current rally will serve to separate the second phase of the secular bear from the third and potentially most damaging leg down in the ongoing bear market.

Thursday, March 04, 2010

Gold Price Trend in U.S. Dollars and Other Currencies / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

We've started our previous essay, by describing several interesting facts about the U.S. Dollar. We wrote the following:

We've recently read something (http://www.lewrockwell.com/margolis/margolis179.html) that can elucidate the enormous, almost incomprehensible, size of the U.S. government debt. The numbers are so huge that it is difficult for most people to get a handle them.

Thursday, March 04, 2010

Gold Looking Good, Silver Even Better / Commodities / Gold and Silver 2010

By: The_Gold_Report

The gold rally that began last fall and drove gold through the $1,200 resistance level in late November doesn't seem to be panning out the way the rallies of 2005 and 2007 did. In this exclusive Gold Report interview, Gold Newsletter editor and publisher Brien Lundin admits he's a bit worried about this run's breakout. He hasn't lost hope, he says, but "we really need to clear $1,250 over the next six to eight weeks to validate the continuance of this as another one of these major gold rallies" that would carry gold up to the $1,350 to $1,500 range that he had anticipated. However that turns out, he expects gold to remain strong and gold stocks, particularly juniors, to outperform the market in general. Brien is stoked on silver, too, and in fact in relative terms expects it to rise further and faster than gold.

Wednesday, March 03, 2010

Colombia, A New Gold Rush? / Commodities / Gold and Silver 2010

By: Casey_Research

by Andrey Dashkov, Casey’s International Speculator - For many investors, Colombia remains a grey spot on their mental maps of South America. La Violencia, the 50-year dark age in its recent past, came to an end with the close of the 20th century. But the memories are fresh, and the impact on the local economy and international perceptions of the country lingers. This reputation still prevents most foreigners from investigating Colombia’s potential – and that spells opportunity.

Wednesday, March 03, 2010

Solid Jobs Data Drives Gold, Oil Prices Higher / Commodities / Crude Oil

By: LiveCharts

A positive report on jobs Wednesday (March 3) showed a slight increase in the number of employed workers in the US.  This was a strong enough sign to prompt some analysts to suggest unemployment and a bad jobs market could be bottoming out.

The solid economic news was enough to drive oil prices higher despite the latest Energy Information Administration report that shows relatively high levels of crude stockpiles in the US.  With more employed people, the market expectation is that demand by businesses and consumers for oil-based products like fuel will rise.

Wednesday, March 03, 2010

Gold Very Bullish Breakout / Commodities / Gold and Silver 2010

By: Adrian_Ash

GOLD DEALT in the professional wholesale market rose further on Wednesday morning in London, extending what one dealer calls Tuesday's "aggressive rally" as stock markets and commodity prices held flat.

The Dollar slipped vs. the Euro after the Greek government agreed a fresh round of "austerity" measures and the private-sector ADP report said US payrolls fell by 20,000 last month, rather than the 13,000 loss analysts forecast.

Wednesday, March 03, 2010

Gold Going Higher, Even George Soros Agrees With Marc Faber / Commodities / Gold and Silver 2010

By: LewRockwell

Is gold in a cyclical bull market that could last for years to come or is it another asset bubble created by loose monetary conditions about to crash? The debate has been raging for some time and shows no signs of abating.

But, the strange thing about this debate is that some of the perceived opponents may actually be more in agreement than they would let us believe.

Wednesday, March 03, 2010

Gold Makes Nominal Highs in Sterling and Euros / Commodities / Gold and Silver 2010

By: GoldCore

Gold had a strong run in London and the US reaching $1,137.50/oz before closing up 1.73%. It range traded in Asian trading earlier this morning before going back up to $1,138.00/oz. Gold is currently trading at $1,137.00/oz and in euro and GBP terms, gold remains near the new record nominal highs seen yesterday - trading at €833/oz and £755/oz respectively.

Wednesday, March 03, 2010

The Four Keys to Gold Price Trend 2010 / Commodities / Gold and Silver 2010

By: Gary_Savage

The question now remains whether gold is stuck in a D-wave decline or whether the action since December has just been a very tricky midpoint consolidation before the C-wave finishes its run.