Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, March 26, 2010
Junior Gold Stocks GDXJ ETF Investing / Commodities / Gold & Silver Stocks
Among all commodities stocks, no group is as alluring and dangerous as junior gold stocks. The vast majority of these small companies are explorers, having never made a single dollar in sales. Yet investors and speculators still flock to them. Junior golds far outnumber juniors in every other commodity combined.
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Friday, March 26, 2010
Crude Oil Price Impact on Gold Price / Commodities / Gold and Silver 2010
For many years it was believed that the oil price had a direct impact on the gold price. Then the 'credit crunch' arrived, after the oil price had hit $145± before tumbling to $35 a barrel. Since then the oil price has been treated as irrelevant to the gold price. We at Gold Forecaster believe it only had an indirect influence on the gold price in the first place.
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Friday, March 26, 2010
Asian Gold Traders Buy the Dips as Global Devaluation Makes Currency Crisis Possible / Commodities / Gold and Silver 2010
THE PRICE OF GOLD rose in Asia and London on Friday morning, briefly touching $1100 per ounce before slipping back with the Euro after European political leaders agreed a rescue strategy for Greece in Brussels.
"I think we might get a little bit of a recovery in the Euro, which will help gold prices," said Darren Heathcote at Investec Australia to Reuters earlier.
Friday, March 26, 2010
Gold Rises after Option Expiry but May Close Lower on Week / Commodities / Gold and Silver 2010
Gold in dollars closed last night at $1092.50/oz with a gain of 0.31% on the day. Gold continued its recovery in Asian trading this morning and is currently trading at $1,097.60/oz in dollars and €820.02/oz & £11.32/oz in EUR and GBP terms respectively.
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Friday, March 26, 2010
The Crude Oil Futures Bubble / Commodities / Crude Oil
Kent Moors, Ph.D writes: Sometimes big things come from small meetings.
As an example, consider one particularly contentious 1927 session at the Royal Institute of International Affairs that took place at Chatham House in the center of London's Westminster. It originated an idea now used worldwide - the famous Chatham House Rule. Under its most recent revision (2002), the Rule allows the participants of a meeting to use the information received there, but prohibits them from revealing the identity or affiliation of anyone else present.
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Friday, March 26, 2010
Cotton Rally Falters within Fibonacci Area / Commodities / Commodities Trading
Earlier this year the game looked as though it was up for Cotton bulls, but fresh interest created new highs. A temporary halt has now been made, within a projection area that we had identified in the Commodity Specialist Guide, but can this develop into something more bearish?
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Friday, March 26, 2010
The New Bargain Price For Gold / Commodities / Gold and Silver 2010
For gold buyers, $1,050 is the new $900.
As today's chart shows, gold spent a good chunk of 2009 drifting around $950 per ounce. During this drift, gold dropped into the $900 area twice... which offered the gold buyer a chance to buy a little cheaper than the "normal" price of $950.
Thursday, March 25, 2010
Silver’s Role in a Barter Economy / Commodities / Gold and Silver 2010
Make no mistake about it: silver is an investment for trying times. As one the most beautifully shiny metals, silver's true economic beauty shines through in a world ruined by rampant inflation and growing debt.
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Thursday, March 25, 2010
Gold and Metals Continuum / Commodities / Metals & Mining
The Chilean earthquake that has done so much damage in the southern area of the country also cut short the consolidation that copper’s price had begun. All reports indicate that there has been little damage at mine sites, most of which are in northern Chile. There is still a question of whether infrastructure disruptions resulting from the need to focus on the quake hit areas could reduce the country’s metal shipments.
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Thursday, March 25, 2010
Gold Caught Between Euro and China / Commodities / Gold and Silver 2010
THE PRICE OF WHOLESALE gold bullion gave back an early bounce from yesterday's 6-week low for Dollar investors on Thursday, slipping back to $1090 as Chinese shares closed the day lower, but European and US stocks rose.
Little changed for Sterling buyers, gold was higher against the Euro as European leaders met to discuss the Eurozone debt crisis.
Thursday, March 25, 2010
Is It Time to Dress Up Your Gold and Resources Stocks Portfolio? / Commodities / Resources Investing
As investors wait out this continuing consolidation in gold and in the natural resource shares we suggest taking the time to dress up your portfolio.
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Thursday, March 25, 2010
Risk of Eurozone Sovereign Debt Contagion Bolsters Gold's Status as Currency Hedge / Commodities / Gold and Silver 2010
Gold closed at $1089.10/oz last night, having lost 1.36% on the day in dollar terms. Gold recovered in Asian and early European trading this morning and at the moment is trading at $1,093.40/oz. In EUR and GBP terms, gold is trading at €819.21/oz and £730.74/oz respectively . Gold rose in euro terms due to the risk of contagion in the eurozone and remains near record (nominal) highs of €833.54/oz reached on the March 4th (see chart).
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Wednesday, March 24, 2010
The Case for Silver Bullion Investing / Commodities / Gold and Silver 2010
Four crucial twists in the case for inflation-friendly, growth-friendly silver...
SO CASH-in-the-BANK remains the nearest thing to "risk-free" that the finance industry offers. But risk-free now means "sure-fire loss" thanks to sub-zero real rates of interest.
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Wednesday, March 24, 2010
Bond Market Collapse and Stock Market Crash This Year to Send Gold Price Soaring / Commodities / Gold and Silver 2010
Successful bullion dealer Greg McCoach brings more than 20 years of business experience and a vast network of mining contacts to the mining investment newsletter he launched in 2001, The Mining Speculator. In this exclusive interview with The Gold Report, Greg discusses his strategies to prepare for what he says will be a real buying opportunity.
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Wednesday, March 24, 2010
Lithium Commodity Investing ABC / Commodities / Metals & Mining
The Puna plateau sits at an elevation of 4,000m, stretches for 1800 km along the Central Andes and attains a width of 350–400 km. The Puna covers a portion of Argentina, Chile and Bolivia and hosts an estimated 70 - 80% of global lithium brine reserves.
The evaporate mineral deposits on the plateau - which may contain potash, lithium and boron - are formed by intense evaporation under hot, dry and windy conditions in an endorheic basin - endorheic basins are closed drainage basins that retain water and allow no outflow - precipitation and inflow water from the surrounding mountains only leaves the system by evaporation and seepage. The surface of such a basin is typically occupied by a salt lake or salt pan. Most of these salt lakes - called salars - contain brines which are capable of providing more than one potentially economic product.
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Wednesday, March 24, 2010
An Extreme Investment Profit Opportunity in Oil and Natural Gas / Commodities / Natural Gas
The last time this happened, investors had the chance to pocket 83% gains in about four months time.
They could have done it safely. This has nothing to do with the overall market direction.
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Wednesday, March 24, 2010
Gold and Silver Fall as Fresh Crisis Whacks the Euro / Commodities / Gold and Silver 2010
WHOLESALE GOLD and silver prices fell once again on Wednesday morning in London, dropping almost 2% for Dollar investors as world stock markets fell together with government bonds, commodities, and non-US currencies.
The Euro sank to a 10-month low against the Dollar after Fitch Ratings downgraded the status of Portugal's long-term government debt.
Wednesday, March 24, 2010
Euro Gold Up 0.45% as Euro Falls on Concerns over Greece and Portugal / Commodities / Gold and Silver 2010
Gold closed at $1104.15/oz in New York, gaining 0.4% on the day; it also advanced in Asian trading this morning. Gold has fallen in USD terms and is currently trading at $1,094.62/oz and remains firm in EUR and GBP terms at €820.06/oz & £730.87/oz respectively.Read full article... Read full article...
Wednesday, March 24, 2010
Fate of Foreign Oil Investors In Limbo Amid Ghana-Côte d’Ivoire Border Dispute / Commodities / Crude Oil
A maritime boundary dispute between Ghana and Côte d’Ivoire that erupted this month casts doubt on future international oil claims near the contested area and raises questions about the reaction of foreign investors to the uncertainty.Read full article... Read full article...
Wednesday, March 24, 2010
Lithium Commodity Investing - New Participants Positioned for Near Term Production & Supply Chain Fundamentals / Commodities / Metals & Mining
Currently lithium production supply and demand are relatively in balance, however the possibility of a lithium production supply deficit is realistic scenario as the problem with predicting demand is that no one actually knows just how enthusiastic developing trends will be. The future use of lithium in transportation as a preferred medium of energy storage, among other uses, has earmarks of going viral in the next couple decades. New entrants and the ramping up of production from existing producers is expected by some industry forecasts to keep supply in step with demand, but the fear of possible supply chain interruption is a motivator for major industrial end users to take preemptive measures and ensure they are strategically involved now.
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