Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Thursday, November 05, 2009
Gold Targets $1100 as Beijing Insider Says China Can't Buy Enough Gold / Commodities / Gold & Silver 2009
THE PRICE OF GOLD in wholesale 400-ounce form held steady Thursday morning in London as world stock markets slipped.
Trading near $1090 and €735 an ounce for US and Eurozone investors, gold was up 4.3% and 3.5% respectively for the week so far.
Thursday, November 05, 2009
Gold Price Collapse and Market Behaviourism / Commodities / Gold & Silver 2009
Behaviorism -From New World Encyclopedia
“Behaviorism is an approach within psychology based on the proposition that behavior, human as well as animal, can be researched scientifically and understood without recourse to inner mental states. Three major figures led to the development of this approach: Ivan Pavlov, John B. Watson, and B.F. Skinner. Their research produced theories of learning based entirely on reactions, or "responses," by the organism (human or animal), directly to stimuli in the environment through processes of conditioning.
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Thursday, November 05, 2009
Gold Stock Peak and the Dow to Gold Ratio Update / Commodities / Gold & Silver Stocks
I firmly believe in the concept of the Dow to Gold ratio to guide my longer term investment decisions. I also believe that for this economic cycle, the Dow to Gold ratio will get back down to 2 or less before the current secular general stock bear market is over. Why do I like the Dow to Gold ratio? Because it negates the need to worry about the inflation-deflation debate! If some of the smartest and most savvy investment professionals in the business can't agree on the inflation-deflation debate, how can a typical retail investor hope to figure it out? By reducing the issue of where to put your investment money into two simple choices (i.e. put it in the Dow Jones or buy physical Gold), the mystery of investing is reduced to the absurdly simple.
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Wednesday, November 04, 2009
The Significance of the IMF India RBI Gold Sales / Commodities / Gold & Silver 2009
Much has been written in the last two days about the surprising purchase by the RBI (Reserve Bank of India) of some 200 tonnes of gold bullion, valued at about $6.7 billion, from the IMF (International Monetary Fund).
Is this really a significant event?
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Wednesday, November 04, 2009
London Bullion Market Association 2009, The Last Word on Gold / Commodities / Gold & Silver 2009
Utterly bullishly, London rules but rocks, while central banks star in "buying gold" shocker...
RHONA O'CONNELL did it on the train home, John Reade managed it before the conference finished, and Ross Norman's team were at it throughout.
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Wednesday, November 04, 2009
Current Gold Silver Ratio Screams Buy All Things Silver! / Commodities / Gold & Silver 2009
This article suggests that silver is undervalued compared to gold by anywhere from 10% to 50% based on historical gold to silver price relationships.
With primary secular bull or bear trends easily running from 10 to 20 years of the average investor’s 40 year investing lifespan it is crucial to identify optimal accumulation points within these primary trends to avoid prolonged periods of under-performance and potentially negative returns and to avoid dramatically reducing the number of productive years in which to build one’s fortune.
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Wednesday, November 04, 2009
Why Gold Has a LONG Way to Go Higher / Commodities / Gold & Silver 2009
A couple weeks ago, I had my TV tuned to a business show that loves to give predictions on the markets and the economy. On that day, one of the program’s regular guests declared it was time to “short” gold, that it had reached its top, and that the precious metals bull market was over. I’ll try to be nice in my rebuttal.
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Wednesday, November 04, 2009
The Best Three Gold Coins to Buy Right Now / Commodities / Gold & Silver 2009
Tom Dyson writes: "What if my bank account gets wiped out?"
My friend has nightmares about a virus attack on the global computer network. He says terrorists are developing programs that will wipe out bank databases. Account records will vanish, he says, and no one will know who owns what or how much. It'll wreak havoc on the financial system.
Wednesday, November 04, 2009
The Best Simple Gold Indicator Around / Commodities / Trading Systems
Dr. Steve Sjuggerud writes: Just over 2% per year... that's all gold has gained since the end of 1979.
Gold sure hasn't done much.
If you look over the last 41 years, gold performed better... about 8% per year. It did well in the 1970s because of inflation fears – similar to fears we have now. Then gold did nothing for the 1980s and 1990s.
Wednesday, November 04, 2009
Gold Price is No Bubble / Commodities / Gold & Silver 2009
The price performance of gold recently has all sorts of armchair economists waxing philosophical on the idea that this is the advent of a price “bubble”. While certainly everyone has and is entitled to their opinion, there are other features of humanity that we all possess, and much like many opinions, are best obscured from view.
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Wednesday, November 04, 2009
Junior Mining Stock Market Orders, Stink Bids - What, Why and How…. / Commodities / Metals & Mining
I’m sure you have heard of this term, ‘stink bids’. They are but one way of insuring a low entry price in some of your favorite junior mining companies.
Whenever I hear the term I always think of Doug Casey, Casey Research which is where I recall learning about them years ago.
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Wednesday, November 04, 2009
Gold Jumps to New All Time High $1095 / Commodities / Gold & Silver 2009
THE PRICE OF GOLD rose sharply for the third session running early in London on Wednesday, gaining 1.2% against the US Dollar to hit fresh record highs above $1095 an ounce.
Crude oil bounced back above $80 per barrel. World stock markets added almost 1.0% on average.
Wednesday, November 04, 2009
The Decoupling of Gold as It Breaks to New All Time Highs / Commodities / Gold & Silver 2009
With today's historic move into new high ground for gold against the dollar, has this market finally decoupled from the other markets?
In this short two minute video, I will share with you what I think the next major technical level is for this market. We will also be looking at an indicator that is close to kicking in that could sharply accelerate gold's upward move. Gold has an enormous energy field below it that is capable of pushing prices significantly higher in the months ahead.
Wednesday, November 04, 2009
Gold New Record High $1,093, $1,200/oz By Year End? / Commodities / Gold & Silver 2009
Gold rose to new record highs yesterday and again this morning above $1,093/oz in what appears to have been continuing reaction to the news that Indian central bank had bought 200 tonnes of gold from the IMF . Gold has also surged in euro and pound terms.Read full article... Read full article...
Wednesday, November 04, 2009
Peak Silver and Mining by a Falling EROI / Commodities / Gold & Silver 2009
EROI = Energy Returned On Energy Invested - The Peak of World Silver Production may be just around the corner due to a falling EROI (energy returned on energy invested). This will also be true for most industrial metals. I may go as far as to say, if the Global Economy does not make a full recovery shortly (which I doubt), 2008 could be the all time peak for world silver production. At least, the world production of silver will be in a plateau as unconventional oil supplies start to peak and decline.
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Wednesday, November 04, 2009
Scary Specter of '30s-Style Economic Depression / Commodities / Gold & Silver Stocks
Jay Taylor, who publishes Gold, Energy & Technology Stocks and hosts his "Turning Hard Times into Good Times" radio program each week, is hoping and praying for deflation to help the U.S. heal its wounds and find its way back to prosperity. He has reasons to think the dollar might bounce back, too. Nevertheless, Jay reminds The Gold Report readers about frightening parallels to the 1930s and doesn't dismiss the possibility of a hyperinflation that renders the U.S. dollar about as valuable as toilet paper. Although bulls have been charging around Wall Street the past few months, he expects fearsome bears to reemerge soon and feast on equities almost like they did last year. If he's right, he also foresees a "grand buying opportunity" and the potential for "huge upside gains" for savvy investors in some gold mining stocks.
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Tuesday, November 03, 2009
U.S. Dollar at Crossroad, Gold Rally About to End? / Commodities / Gold & Silver 2009
The U.S. Dollar, the currency in precious metals are priced in, is standing at a crossroad today. The possibility of breakout to the upside has grown in the past week, but the trend still remains down. So, what are the implications for the precious metals?
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Tuesday, November 03, 2009
India Buys Half of IMF's Gold for Sale! / Commodities / Gold & Silver 2009
On November 3, 2009, the Reserve Bank of India (RBI) announced the purchase of 200 tonnes of gold from the International Monetary Fund (IMF) for US$6.7 billion. This represents the largest one-time central bank purchase in recent history, reminiscent of the period of steady US purchases of bullion in the 1930s and 1940s. The purchase was an official off-market transaction and was executed during October 19 - 30 at market-based prices averaging US$1,045 an ounce.
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Tuesday, November 03, 2009
India Buys IMF Gold, What Could It Mean ? / Commodities / Gold & Silver 2009
This flashed on the Bloomberg news wires this morning:
India Buys IMF Gold to Boost Reserves
India, the world’s biggest gold consumer, bought 200 tons from the International Monetary Fund for $6.7 billion as central banks show increased interest in diversifying their holdings to protect against a slumping dollar.
Tuesday, November 03, 2009
Silver set to Soar as it did in the 1970’s / Commodities / Gold & Silver 2009
- Silver Remains Very Undervalued
- Why Silver is in a Bull Market & How High Could it Go?
- Is Silver about returns or a hedge against inflation & systemic risk?