Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, November 06, 2009
The Role of Gold in the World Monetary System / Commodities / Gold & Silver 2009
What Is India and China Doing That Malaysia Has Neglected To Do?
On 27th August 2009 I wrote an article, “An Appeal To Malaysia’s Prime Minister ***** Finance Minister – Re-Examine the Country’s Strategy For Foreign Reserves”, to urge our Prime Minister to examine the critical need to diversify our foreign reserves, specifically to increase our holdings of gold.
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Thursday, November 05, 2009
Gold Market Reaching The Breaking Point / Commodities / Gold & Silver 2009
Back in January, I wrote about the significance of gold breaking above $1000 again.
Gold - Rising demand for physical gold is a threat to the dollar because it signals a growing loss of confidence in the paper currency. It is also key to understand that gold prices aren't rising because of the changing fundamentals of gold, but because of the changing fundamentals of the dollar. In other words, gold isn't rallying, THE DOLLAR IS FALLING.
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Thursday, November 05, 2009
Silver, The Past Decade / Commodities / Gold & Silver 2009
Ellis Martin: Today we’re joined by the silver guru, David Morgan of The Morgan Report. His Web site is silver-investor.com. Mr. Morgan is one of the world’s preeminent world experts, not just in silver, gold, and precious metals, but related issues in the mining sector. David is also an author, having penned the book Get the Skinny on Silver Investing. He’s a teacher, lecturer, and world traveler. David, welcome back to The Opportunity Show. Can you tell us, please—how has the precious metals markets, the sector, changed in the last five to ten years?
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Thursday, November 05, 2009
Ryan Davies Finds Hot Technology Produces Solar Power for Half the Price / Commodities / Renewable Energy
A shining example of using the sun's energy to heat, cool and light the homes and businesses of a desert community in California is poised to power up next year. It's due in part to the emergence of a technology that uses refraction rather than reflection to produce solar power on a utility-size scale at half the price of photovoltaic technology. But major credit also goes to the pioneering efforts of REDCO, a privately held company, which Ryan Davies established last year to unite free-market concepts with sound environmental policy.
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Thursday, November 05, 2009
Crude Oil Pauses Before the Next Move Up / Commodities / Crude Oil
If a new, powerful upleg in the US Oil Fund ETF (NYSE: USO) started at the 9/25 low at 33.45, the pattern carved out since exhibits a structure that is incomplete to the upside. Although the major upside thrust occurred into the Oct 21 high at 41.92, the 9-trading session pullback into Tuesday’s pivot low at 39.13 represents the conclusion of a correction within the larger incomplete upleg that projects to 43.00-44.00 in the upcoming hours/days.
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Thursday, November 05, 2009
Gold's Last Hurrah? / Commodities / Gold & Silver 2009
Although we haven't added to our gold position in some months at Investophoria, it's still fun to watch.
Gold Bugs are one-of-a-kind type people. When they are right, they are right. When they are wrong, they will be right. And here's the funny thing. Although most of the outside investing world goes through periods of scoffing (think late 1990's to early 2000's), to periods where telling someone "gold is going down" gets you looked at like you are some amorphous blob of alien goo that ejected itself from a UFO exhaust, they hold true to their gold-buggery through the high times and the low times. Gold bugs are one of the rare breed of individual who never lets go.
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Thursday, November 05, 2009
Barrick Gold Earnings Report Doesn’t Add Up / Commodities / Gold & Silver 2009
Canada’s news may not always get in the limelight, but yesterday’s earnings report from Barrick Gold struck home with me. It just doesn’t seem to add up.
Barrick Gold, the world’s biggest gold company, undertook a strategy to hedge on its gold production by locking in on future gold prices.
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Thursday, November 05, 2009
US Interest Rates to Remain Exremely Low for an Extended Period of Time / Commodities / Gold & Silver 2009
Gold dipped slightly overnight but found support at $1,084/oz in the early hours of this morning. It has since recovered and is currently trading at $1,090/oz. In EUR and GBP terms gold is trading at €735/oz and £659/oz respectively.Read full article... Read full article...
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.