Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.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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Tuesday, March 23, 2010
Bob Prechter Reveals the Most Dangerous Gold & Silver Myths / Commodities / Gold and Silver 2010
By Nico IsaacRight now, the gold BULL-ion bandwagon is more crowded than a New York subway train during rush hour. But before you squeeze your way into the crowd of passengers, you should know one thing: Those steering the course are using outdated maps based on ill-conceived notions and illusory hopes.
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Tuesday, March 23, 2010
How to Day Trade Spot Gold Futures with Accuracy / Commodities / Gold and Silver 2010
Day Trading Spot Gold Futures is a touchy subject among traders. You either hate it and think it cannot be day traded for consistent gains or your love it finding its movements very accurate. As most of you know I love trading gold
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Tuesday, March 23, 2010
Gold Recovers From Early Losses as Greek Drama Continues / Commodities / Gold and Silver 2010
Gold closed at $1099.70/oz yesterday having lost 0.7%; it then recovered in Asian trading. Gold is currently trading at $1,102.80/oz, and in EUR and GBP terms €814.22/oz & £731.42/oz respectively.Gold has recovered somewhat from the weakness in Asian and early European trading and this may be due to the dollar giving up its earlier gains.
Tuesday, March 23, 2010
U.S. Dollar Debt Tipping Point to Price Inflation / Commodities / Gold and Silver 2010
The USEconomy is bifurcated, with price inflation advancing on the cost side while price deflation harms on the asset side, to produce a nasty storm that is unlikely to abate. When high pressure zones clash with low pressure zones, hurricanes and tornadoes occur. Calling the resulting near 0% or low 2% price inflation on a net basis a good sign completely ignores the forces pulling the national economy apart. Economists prefer to view the landscape in aggregate, but they miss the picture composed of two important parts enduring very different forces. The financial sector has grotesquely grown, to an extreme.
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Tuesday, March 23, 2010
Don't Sell Gold Warns SocGen Analyst / Commodities / Gold and Silver 2010
THE PRICE OF GOLD in Dollars slipped back from an overnight rally Tuesday morning in London, edging again below $1100 an ounce as world stock markets ticked higher along with government bonds.
US crude oil contracts fell towards $81 per barrel, even as the Dollar eased lower through $1.50 per Pound and $1.35 per Euro.
Tuesday, March 23, 2010
Greece Exposes Future and Gold Opportunity / Commodities / Gold and Silver 2010
We are looking at a high probability of a rally in the gold price in the coming weeks which will spur gold stocks into upward motion yet again. This is suggested due to fundamental and technical reasons. Inflation (of the money supply), increasing demand and coming uncertainty as the sovereign debt crisis gradually unfolds are three of the key fundamental drivers going forward. The pace of the increase in the money supply is increasing and causing distortions that are essential to understand.
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Tuesday, March 23, 2010
A Hard Look at Gold, Silver Premiums / Commodities / Gold and Silver 2010
Lost in the daily commentary about gold and silver prices is the actual cost of taking possession of these precious metals. Unless you trade in paper GLD or SLV, or you store your bullion in overseas vaults with companies like Goldmoney, the actual cost to purchase gold and silver can diverge from the COMEX spot price by as much as 36% (as I will show below). We have analyzed the premiums for these two monetary metals over the past year and a half, and we hope to offer some perspective on "real" market prices.
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Monday, March 22, 2010
The Stealth Palladium Bull Market / Commodities / Palladium
The steeper the mountain the harder the climb the better the view from the finishing line Anonymous
Palladium was the underdog of the precious metals sector for a long time, because for the most part it hardly received any attention. In the last few months this all changed and with the introduction of the Palladium ETF (PALL), Palladium has finally emerged from the shadows to the spotlight. Now the average Joe has a way to jump in and out of Palladium without having to actually purchase the metal. In reality owing the physical is far better than buying the ETF, but that is a topic for another day.
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Monday, March 22, 2010
Gold and the Keynesian Flat Earth Theory / Commodities / Gold and Silver 2010
A time existed when accepted thinking was that the Earth was flat. As it was not, that thinking made for some difficulties. One matter made difficult by this wrong headed belief was navigation. How does one get a ship from one location to another with the “wrong” map? Well, it was accomplished by a set of rules twisted to enable successful navigation despite the wrong theory or framework.
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