Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, March 30, 2010
How to Corner the Gold Market / Commodities / Gold and Silver 2010
First, let your greed overcome all regard for the stability of the global market, and overcome your aversion to illegal activities. Stay away from people like me, and fly under the radar, because I’d like to see you thrown in jail. Most Washington officials, regulators, and Wall Street managers are probably safe to hang around, especially if you cut them in for a piece of the action or give them vague promises of a future lucrative job.
Read full article... Read full article...
Tuesday, March 30, 2010
Shale Gas Going Global – An Interview with Dave Forest / Commodities / Natural Gas
Dave Forest and I are philosophically aligned. Dave writes “Pierce Points” everyday (and I read it every day) and he is a former Casey Energy newsletter editor. We’ve started sharing ideas and a key one for both of us is that we see huge shareholder wealth being created for oil and gas investors as the new technologies now used in North America – horizontal drilling and fracking – get exported around the world.
Read full article... Read full article...
Tuesday, March 30, 2010
Gold Finds Strong Physical Demand Even as U.S. Dollar Rallies / Commodities / Gold and Silver 2010
THE PRICE OF GOLD gave back a 0.6% rise as New York trade began on Tuesday, slipping back to $1107 an ounce as world stock markets struggled near 18-month highs and the Dollar rose on the currency market.
Read full article... Read full article...
Tuesday, March 30, 2010
Gold Pendulum Swings Back Over $1,100 / Commodities / Gold and Silver 2010
Gold prices have bandied about quite a bit in the last two months while maintaining a relatively modest range of less than $90. The high point for gold in the last 60 days was $1,139.60 per ounce at the start of March and the low point was $1,052.25 in early February.
The current gold spot rate is virtually in the middle of this two month range at $1,109.60 per ounce. The lack of firm direction in gold is symbolic of a speculative environment in which investors are trying to put their collective finger on whether to take on riskier growth investments, or to stick to safe money investments like gold.
Read full article... Read full article...
Tuesday, March 30, 2010
Gold and “States Rights”…Bye, Bye! / Commodities / Gold and Silver 2010
Good Morning Americans! It’s Friday…somewhere.
What is the price of gold? Who cares? As long as those blue days of under 300 an ounce don’t return. Dear heaven forbid. I’ll never forget those days. Everyday you watched the gold price hoping it would at least climb over 280. And then one day it might hit 291 and you were ready to celebrate with a bottle of Champaign.
Read full article... Read full article...
Tuesday, March 30, 2010
Silver Surges as Copper, Crude Oil and Gold Rise / Commodities / Gold and Silver 2010
Gold went from as low as $1,106/oz up to $1,114/oz in US trading before closing with a gain of 0.53%. It has range traded from $1,109/oz to $1,113/oz in Asian trading this morning. Gold is currently trading at $1,110/oz and in euro and GBP terms, gold is trading at €824/oz and £738/oz respectively.
Read full article... Read full article...
Tuesday, March 30, 2010
Copper: An Insider’s Perspective / Commodities / Metals & Mining
Copper prices are up a 160% in the past year and a half.
Most investors are wondering is the run over?
Read full article... Read full article...
Tuesday, March 30, 2010
Gold Is Not “Money” / Commodities / Gold and Silver 2010
Simply put, for now and likely later, gold is not and will not, be “Money”.I ask people to suspend their beleifs for a few minutes if they want to make it through this writing and to try not to stare at facts or numbers and scenarios and dismiss them on those beliefs.
Read full article... Read full article...
Tuesday, March 30, 2010
Why Gold Will Not Make New Highs or Lows This Year / Commodities / Gold and Silver 2010
Gold has had some dramatic moves in the last eighteen months and we expect it will have some equally dramatic moves in the future, but not right now.
While I recognize that gold is one of the few commodity markets that people are really passionate about; the purpose of this article is not to take sides either with the gold bugs or those who reject the argument that gold is forever. Rather, I want to discuss my interpretation of the markets cycle.
Read full article... Read full article...
Monday, March 29, 2010
Silver Producers Who Shine / Commodities / Gold & Silver Stocks
"The case has never been better for having a position in precious metals as a store of value," says Mike Niehuser, founder of Beacon Rock Research, LLC, especially in light increasing amounts of government debt. In this exclusive interview with The Gold Report, Mike talks about his goal of finding mining stocks with good management and assets with defined pathways to value creation and two in particular that he's keeping an eye on that "have excellent exploration upside."
The Gold Report: Mike, has your outlook for precious metals changed given the recent strengthening of the U.S. dollar?
Monday, March 29, 2010
Gold $5,000 Rapture, China Buys Gold! / Commodities / Gold and Silver 2010
Still waiting for that headline, plus the $5000 rapture it will bring...?
"CHINA BUYS GOLD" is the story that all commodity journalists want to break, and the headline that gold bugs the world over most want to read.
Read full article... Read full article...
Monday, March 29, 2010
Agri-Food Stocks Sector Positive Trends Supported by 2.4 Billion China India Consumers / Commodities / Agricultural Commodities
“Fla. jobless rate reaches record 12.2 pct in Feb” is the headline from an Associated Press report of 26 March. In short, one out of eight workers is unemployed. Per the author of this article, M. Merzer, in excess of 1.1 million Floridians are out of work. Rather than creating jobs, the Obama Regime and a dysfunctional Congress have focused on nationalizing the U.S. health care system. The articles on the health care nationalization have tended to miss the obvious. Given the higher expenses and write offs being announced by major U.S. businesses, the first to feel the impact of Obamacare will be those being laid off because of it.
Read full article... Read full article...
Monday, March 29, 2010
Gold "Supported by Physical Buying" as Chinese Demand Forecast to Double / Commodities / Gold and Silver 2010
THE PRICE OF WHOLESALE gold bullion ticked higher against the US Dollar on Monday morning, rising together with the Euro and most world stock markets after "Chinese buying emerged" according to one Hong Kong dealer.
Read full article... Read full article...
Monday, March 29, 2010
Gold Rises as Chinese Investment Demand to Double in "Exponential Growth" / Commodities / Gold and Silver 2010
Gold closed at $1104.45/oz Friday night with a gain of 1.09% on the day in dollar terms, but a loss of 0.27% on the week. Prices were volatile this morning in Asian trading as gold surged in price to $1,114.60/oz prior to falling to $1,103/oz. Gold then gradually recovered in Asian trade and European trade as the dollar weakened. Gold is currently trading at $1,112.00/oz and €824.18/oz & £741.28/oz in EUR and GBP terms respectively.Read full article... Read full article...
Sunday, March 28, 2010
Gold Bouncing Off Long-term Moving Averages / Commodities / Gold and Silver 2010
It was looking dicey there for a few days but the latest long term bull, which started in Oct of 2008, is still on going. Technically, gold is bouncing off its long term moving average line, otherwise, the sinking of a boat off North Korea helps get the jitters going.
Read full article... Read full article...
Saturday, March 27, 2010
Green Energy Vanity / Commodities / Renewable Energy
PRESTIGE AND SCALE
Since about 2005, as oil prices maintained their relentless march upwards to hit USD 147 a barrel
in 2008, then collapsed to less than a quarter of this, before rising again, the call for ever bigger
and more prestigious Green Energy projects became deafening. In the run-up to the failed
Copenhagen climate summit at end 2009, some OECD leaders, including Obama, Merkel, Sarkozy
and Brown made ever more impassioned and exaggerated claims for how much, and how quickly
"brown energy" must be phased out - and replaced by low carbon, high prestige vanity projects.
Saturday, March 27, 2010
Jim Rogers on Crude Oil, Gold and the Biggest U.S. Bubble Treasury Bonds / Commodities / Financial Markets 2010
Debate on the scope and risks of the US health care plan still rages even as Pres. Obama unveiled a $14 billion plan to help homeowners. And the impact of a Greek bailout on the Eurozone economies is still a question.
Read full article... Read full article...
Saturday, March 27, 2010
Crude Oil Still Stuck at $80; Natural Gas Falls Below $4 / Commodities / Crude Oil
Crude oil prices still found stubborn resistance above the $80-a-barrel level amid concerns about demand while natural gas continued its decline, to below $4 per million British thermal units, as burgeoning supply from unconventional sources depressed prices.Read full article... Read full article...
Friday, March 26, 2010
Class Warfare in the U.S. House Price Gold Ratio / Commodities / Gold and Silver 2010
Updating the big-picture charts of US housing priced in gold ounces...
HARD TO SAY what all the tax-payer cash thrown at US housing will do to home prices. Because at first glance, the $14 billion of aid (aka meddling) apportioned on Friday seems set to both inflate and depress prices.
Read full article... Read full article...
Friday, March 26, 2010
Gold's Performance Relative to The U.S. Dollar Provides Us with Invaluable Insight / Commodities / Gold and Silver 2010
In our previous commentary we analyzed the situation on the USD Index and since we have just seen it moving sharply higher, we believe you would appreciate an update. Once we cover the situation on the U.S. Dollar market, we will move to the implications it may have on the precious metals sector.
Read full article... Read full article...