Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Thursday, January 21, 2010
Why Physical Silver Investors Love ETFs But Not Owning Them / Commodities / Gold and Silver 2010
Despite the various reasons silver investors should not buy exchange-traded funds and instead opt for physical metals, there are also many reasons why investors should love them.
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Thursday, January 21, 2010
Land-locked Central Asian Oil Country Plays Important Role from Vancouver to Vladivostock / Commodities / Crude Oil
2010 is starting with a decision that faced heated debates: Kazakhstan will hold the chairmanship of the Organization for Security and Co-operation in Europe (OSCE) for one year, despite what many considered as a questionable political and democratic track record. With 56 participating States from Europe, Central Asia and North America, the OSCE is the largest regional security organization in the world.Read full article... Read full article...
Thursday, January 21, 2010
Gold Tumbles and UK Slips into Wage Deflation / Commodities / Gold and Silver 2010
THE PRICE OF GOLD dropped for the second day running in London on Thursday, taking this week's loss to almost $30 per ounce before bounce off 3-week lows at $1102.50.
Emerging-world stock markets shed another 0.8%, while commodities steadied but the US Dollar extended its 5-month highs against the Euro.
Thursday, January 21, 2010
Gold, A Technical Perspective / Commodities / Gold and Silver 2010
With the big $27an ounce sell off in gold on Wednesday, many are ready to throw in the towel, again.
Every time we have a significant sell off, on any given day, everyone gets panicky. We have seen this numerous times in the past and we will continue to see days of panic in this long term bull market.
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Thursday, January 21, 2010
Gold Plunges as Chinese Tightening Leads to Economic Jitters and Risk Aversion / Commodities / Gold and Silver 2010
Gold fell 2.2% yesterday and has fallen again in early London trading and is testing support at $1,100/oz. More significant support is at $1,080/oz and a close below that level could lead to a fall to stronger support at previous resistance at $1,030/oz. Gold is currently trading at $1,105.00/oz and in euro and GBP terms, gold is trading at €787/oz and £684/oz respectively. The possible insolvency of Greece with the attendant negative ramifications for the euro is seeing gold continually test the €800/oz mark.
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Thursday, January 21, 2010
What's Driving the Gold and Silver Prices Now? / Commodities / Gold and Silver 2010
The gold market changed dramatically in 2009 and thanks to GFMS we now have evidence of these changes. The main features of these changes are: -
Mine production was up by 6% in 2009. Supply of gold scrap was up by 27%. Jewelry demand was down by 23%. World Investment jumped from 885 tonnes to 1820 tonnes, a year-on-year gain of 105%
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Wednesday, January 20, 2010
Gold Price Slides As U.S. Dollar Gains / Commodities / Gold and Silver 2010
The spot rate gold price has dipped back to $1,122.10 per ounce thanks to the continuing resurgence of the dollar. The dollar has improved slowly but steadily in recent weeks as it becomes more likely the Fed will raise interest rates sometime in the next several months.
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Wednesday, January 20, 2010
Gold and Base Metals Breaking Currency Link / Commodities / Gold and Silver 2010
THE PRICE OF GOLD for Euro investors rose for the third session running in Asia and London on Wednesday, but slipped to $1125 vs. the Dollar as global stock-markets and commodities fell on news of fresh credit tightening by the Chinese authorities.
Wednesday, January 20, 2010
Aussie Gold Stocks Sector Shines Bright / Commodities / Gold & Silver Stocks
History Always Repeats - Although gold had been rumoured to have been found in Australia as early as 1814, the first gold fields did not appear until thirty years later. Gold discoveries were not considered blessings in the pre 1850’s Australian convict society as the authorities believed gold fever could potentially cause anarchy in the small fledgling British colonies.
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Tuesday, January 19, 2010
Focus on Fundamental Drivers for Gold and Copper / Commodities / Metals & Mining
Pinetree Capital Resource Analyst Craig Stanley sheds some light for The Gold Report on how real interest rates are driving gold's rise. Although the 10-year real rate is positive now, he says if it goes negative, and stays negative, "Look out. The gold price could really spike." In this exclusive Gold Report interview, he discusses some of the junior exploration and development companies in Pinetree's portfolio.
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Tuesday, January 19, 2010
Precious Metals Stocks Provide Important Details Regarding The Next Gold Bottom / Commodities / Gold and Silver 2010
In the previous essay dedicated to gold and silver we have summarized that the very-long-term price projections are still in place and paint a bullish picture for long-term investors holding gold, silver, and corresponding equities. On the other hand, the short-term outlook remains bearish for the precious metals market.
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Tuesday, January 19, 2010
Marc Faber, Peter Schiff and Ron Paul Say Prepare for Hyperinflation / Commodities / HyperInflation
"Marc I heard you say that you know believe that it is 100% guaranteed that we are now going to have hyperinflation like Zimbabwe"
Faber - "Yes That is Correct"
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Tuesday, January 19, 2010
Gold Set to Break Higher as UK Inflation Jumps / Commodities / Gold and Silver 2010
THE PRICE OF GOLD slipped against the US and UK currencies on Tuesday but rose to a one-week high for Euro investors as the single currency fell on a series of poor data.
Construction output in the 16-nation Eurozone shrank 8% in Nov. from the same month in 2008, new figures showed. Economic sentiment in Germany also fell on the ZEW survey.
Tuesday, January 19, 2010
A Decade of Hot Commodities / Commodities / Commodities Trading
We’ve updated our popular Periodic Table of Commodity Returns, and the headline news should come as no surprise – 2009 was a complete turnaround for the sector’s 2008 performance.
Commodities (as measured by the Reuters-Jefferies CRB Index) rose 24 percent in 2009, the largest single-year increase since the early 1970s.
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Tuesday, January 19, 2010
Gold to Hit $1,600 in 2010 as Financial and Economic System Collapse / Commodities / Gold and Silver 2010
Gold price volatility has picked up in the past few weeks as diverging views about the next move in the price of gold have intensified. The gold price declined $152 off its early December high of $1,226.50 before rallying to move comfortably back above $1,100 per ounce. While gold has seen violent daily and monthly oscillations, the longer-term trend has been decidedly positive over the past decade – with investors driving up the gold price 281% over the past ten years.
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Monday, January 18, 2010
Global Asset Trends for 2010, Commodity Market Forecasts / Commodities / Investing 2010
Every year, I write a review issue in January with my summary of past trends, and my predictions for the new year. I was pleased to see that most of my calls were correct. Last year, I predicted the rebound in the commodity sector, especially the surge in precious metals and oil. Grain supplies were tight as I anticipated, especially in soybeans, and stock markets were extremely volatile. In the US, bailouts and foreclosures continued, while the vaunted stimulus plan failed to create jobs or have much impact on the real economy.
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Monday, January 18, 2010
Why Warrants of Gold/Silver Companies Outperformed Gold/Silver So Dramatically in 2009 / Commodities / Gold & Silver Stocks
We are in the eye of the storm and when the other side of the vortex engulfs us gold and silver will increase considerably, their associated stocks will go up substantially and their warrants, where available, will escalate dramatically. They did so in 2009 (see below) and will most likely do so again in 2010. Does your portfolio properly reflect the opportunities that will continue to present themselves in 2010 and beyond?
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Monday, January 18, 2010
Gold the Only Defence Against Bad Keynesian Economic Policies / Commodities / Gold and Silver 2010
In the 1930s, as the world was deep in economic depression, Keynes put forth some ideas on remedying the situation. Before any determination of the effectiveness of those proposals, the Third Reich invaded Poland. With that 1939 event, the second world war was born. While world war did not improve the economic conditions of the world, it did put a lot of people to work.
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Monday, January 18, 2010
China's Commitment to Green Energy and Nuclear Shows U.S. Oil's Future / Commodities / Renewable Energy
To their peril, there are two critical points still not comprehended by the majority of foreigners, including investment analysts and other supposed gurus chiming in their opinion on China.
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Monday, January 18, 2010
Gold ETFs Shrink as New Platinum, Palladium Funds Draw Aggressive Buying / Commodities / Gold and Silver 2010
THE GOLD PRICE ticked higher for US and Euro investors early Monday but held inside a tight range while Asian stock markets closed the day 1% lower and European shares rose.
Little economic news was due for release as US markets stayed closed for Martin Luther King Day.