Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, November 20, 2009
Gold as a “Go To” Asset Class / Commodities / Gold & Silver 2009
By: HRA_Advisory
We believe there is room for more gold price gain, near term. A “true” gold market in which the yellow metal is being treated as an asset class in its own right is building around the uncertainties in other markets. That is different from recent warehousing cycles when gold moved most strongly during the final up stage of a resource/economic cycle. This time around gold is being treated as a market and currency hedge, not as a goody bag being handed out at the end of a party. The most interesting note on that score of late is news from India that October saw a large uptick for buying gold in forms such as bars that are used to invest.
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Friday, November 20, 2009
Commodity Trading Trend Following Advisors 2009 Performance / Commodities / Commodities Trading
By: Andrew_Abraham
We can see that there is still a “red sea” of negative performance in October, both for the monthly and YTD reporting.
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Thursday, November 19, 2009
Gold Dip "Offers Buying Opportunity" as Zero Rates Seen Until End-2010 / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE PRICE OF GOLD slipped early Thursday in London, losing almost 2% from yesterday's new Dollar record as global stock markets also fell despite a report from the OECD which doubled 2010 growth forecasts for the world's richest economies.
The US Dollar rose sharply on the forex market, but the drop in gold outpaced the drop in non-Dollar currencies, helping the gold price in Sterling retreat 1.1% from Wednesday's 9-month highs.
Thursday, November 19, 2009
The Dirty Little Secrets of Warrants, Options & LEAPS / Commodities / Options & Warrants
By: Dudley_Baker
With the gold bull market charging firmly ahead perhaps it is time to reflect upon what is actually happening from the perspective of the junior mining sector.
The first chart below is of the TSX Venture Index showing a great uptrend and looking very strong. The second chart shows us the TSX Venture Index relative to Gold. Wow, what a difference.
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Thursday, November 19, 2009
Gold Back Near Record Nominal Highs in EUR and GBP / Commodities / Gold & Silver 2009
By: GoldCore
Gold reached new record nominal highs in dollars yesterday and reached $1,146/oz overnight and has since pulled back slightly. Gold is currently trading at $1,136/oz. In EUR and GBP terms it is trading at €764/oz and £680/oz respectively.
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Thursday, November 19, 2009
Gold Bugs Look Out Below / Commodities / Gold & Silver 2009
By: Ronald_Rosen
Gold’s Expanded Flat Correction Major Wave Four Lasted Twenty Eight Months Between April 1974 And August 1976.Read full article... Read full article...
Thursday, November 19, 2009
New Technology Turns Coal Into Clean, High-Powered Gas / Commodities / Coal
By: Money_Morning
Kent Moors, Ph.D. writes: A new fuel technology – unveiled just two weeks ago – is about to revolutionize the energy business.
I saw it firsthand.
General Electric Co. (NYSE: GE) asked me to present “The Future of Natural Gas” at the company’s Gas Turbine Symposium in Greenville, S.C. That’s where GE revealed a new generation of its market-leading turbine technology.
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Thursday, November 19, 2009
What Gold Did During the Great Depression / Commodities / Gold & Silver 2009
By: Chris_Vermeulen
It seems to be the question of the week for me when speaking to people..What did Gold do during the Great Depression. Well if you had the physical you were required by law to turn it into the FED govt. In return you a certificate. Basically it was illegal to own physical gold during the darkest hours of the depression. However gold shares went through the roof. I had a client forward me a chart of Homestake mining.
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Thursday, November 19, 2009
Energy and Precious Metals ETF Trading Report / Commodities / Commodities Trading
By: Chris_Vermeulen
So far this week has been generous with our commodity ETFs moving higher, other than natural gas which is clearly in a bear market. Each of the commodity ETF trading charts below is at a different stage and it will be interesting to see how things unfold in the coming weeks.
Thursday, November 19, 2009
Gold the Golden Constant is History Itself / Commodities / Gold & Silver 2009
By: Adrian_Ash
Buy it for the gold bug in your life this Christmas...
SINCE STOCK-MARKET BULLS never read history (meaning anything from the day before yesterday and least of all the pink pages' price/earnings column today), the library shelves marked "332" are typically left free for bears and gold investors to roam.
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Thursday, November 19, 2009
The Great Geopolitical Battle Over Energy Transit Routes / Commodities / Energy Resources
By: OilPrice_Com
Philip H. de Leon writes: As we all live in the present, it is very hard to fully assess the future implications of decisions supported or made by political and business leaders. An extraordinary game of geo-strategy is under way to lock in long-term agreements, notably in the energy sector. Read full article... Read full article...
Thursday, November 19, 2009
Why Exaggerate Global Warming? Cop15 Failure And Peak Oil Success / Commodities / Energy Resources
By: Andrew_McKillop
Since late summer, several OECD country leaders in the G20 group have stridently backed their proposals for radical cuts in global CO2 emissions, by waving the spectre of 'catastrophic climate change' if we do not achieve rapid, massive cuts in CO2 on a worldwide and uniform basis.
Wednesday, November 18, 2009
Zinc Dimes, Counterfeit Tungsten Gold and Lost Interest / Commodities / Gold & Silver 2009
By: Jim_Willie_CB
In 1964 the USGovt introduced the zinc dimes clad with silver. They at least admitted the debauchery publicly. Now pre-1964 silver coins are all considered different, and valued differently too, higher. Rome committed the same coinage fraud 1900 years ago. Their Empire went bust as the city burned almost concurrently. Ayn Rand is a guiding light for Alan Greenspan, the enabling destroyer of the US banking system, destroyer of the US household archipelago, and dispatcher of the US industrial base to Asia. He is the hero icon worshipped by Wall Street. The irony is thick, that his career was spent following Old Europe orders that delivered the slow motion coup de grace to the American Empire.
Wednesday, November 18, 2009
Roubini Says Gold $2,000 is Utter Nonsense / Commodities / Gold & Silver 2009
By: Q1_Publishing
“Maybe [gold] will reach $1,100 or so but $1,500 or $2,000 is nonsense.” That’s what Nouriel Roubini said a few days ago at the Inside Commodities Conference in New York.
The comments from the economist credited with foreseeing the banking crisis were aimed squarely at investing legend Jim Rogers.
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Wednesday, November 18, 2009
Central Banks Increasing Gold Reserves / Commodities / Gold & Silver 2009
By: Mike_Hewitt
Since 1991, central banks around the world have collectively reduced their gold holdings by some ten percent. However, it now appears that attitudes are changing.
Wednesday, November 18, 2009
Fiat Money and Debt Monetization Pushing Gold Higher / Commodities / Gold & Silver 2009
By: Claus_Vogt
When gold broke out of a triangle formation in early September, a technical buying signal was generated. I discussed this bullish signal in my Money and Markets column and told readers that a move to new all-time highs had probably begun. Hence, I strongly recommended gold.
Wednesday, November 18, 2009
Is Record High Gold Cheap? / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE PRICE OF GOLD leapt in the professional market to yet another all-time Dollar high early in London on Wednesday, coming within 50¢ of $1150 an ounce as global stocks held flat on the MSCI World Index.
Crude oil ticked back up towards $80 per barrel, while long-dated government bonds crept lower, pushing the yield offered to new buyers marginally higher.
Wednesday, November 18, 2009
Most of Investing Public Missing Out on Gold Bull Market / Commodities / Gold & Silver 2009
By: GoldCore
Gold reached a new record nominal high again this morning at $1,148/oz and is currently trading at $1,146/oz. In EUR and GBP terms gold has risen to €767/oz and £680/oz respectively.
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Tuesday, November 17, 2009
U.S. Dollar on Death Row Means Boom Time for Gold Stocks / Commodities / Gold & Silver Stocks
By: The_Gold_Report
In this exclusive interview with The Gold Report, Louis James, Senior Editor of Doug Casey's International Speculator, reiterates his conviction that the dollar is on death row with no one prepared to grant a stay of execution. Dismal as it is, this situation gives rise to increasingly positive prospects for gold and other commodities that may ultimately stand in as the world's reserve currency. And there are some pretty hot speculative prospects—Louis' "best of the best" —waiting in the wings for the market's next big leg down that he's been forecasting.
Tuesday, November 17, 2009
USA Today, China Pushes Solar, Wind Development / Commodities / Renewable Energy
By: Trader_Mark
Just something to keep your eye on as your politicians promise you that the US will be the world leader in green tech jobs. In fact they will have to layer countless more debt on your children and grandchildren for temporary "green jobs" jobs, to make this mirage come true - for a while. Most likely this promise will come next spring as the next massive stimulus is pumped to the masses to create "green jobs" retrofitting buildings and such.