Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, November 02, 2009
Gold Confiscation Risk / Commodities / Gold & Silver 2009
By: Howard_Katz
Things are looking good for the gold bugs these days. September and early October saw the (long awaited) break above $1,000. This past week saw the technical pull back to the breakout point, and Thursday was the turnaround day. Friday saw some very bullish candlestick signals in many of the gold stocks.
Monday, November 02, 2009
New Low for the Dollar and New highs for Commodities CRB Index / Commodities / CRB Index
By: Donald_W_Dony
KEY POINTS:
• US Dollar decline continues. $0.74 target
• Upward pressure on CRB builds into Q1
Sunday, November 01, 2009
Geithner Signals Gold Going Much Higher, What to Buy Now / Commodities / Gold & Silver 2009
By: Q1_Publishing
The Obama administration dispatched high-level members back onto the Sunday morning talk show circuit following a few bits of positive economic news.
Sunday, November 01, 2009
Gold Bull Market Forecast 2009, 2010 Update / Commodities / Gold & Silver 2009
By: Nadeem_Walayat
Gold has had a stellar run of late, which recently saw Gold pushing to new all time highs on a near daily basis which has galvanised wider mainstream press attention to the precious metal with many gold bugs revising targets ever higher into loftier goals such as $2000 and even $4000+. Gold is one of the most popular asset classes both sought after by readers and written about by market commentators, and one of the most emailed query as to when will I update my original gold analysis of 22nd January 2009 which concluded during mid 2009, therefore this analysis seeks to project the Gold Price trend well into 2010.
Saturday, October 31, 2009
How and Why China Will Flood the Gold Market / Commodities / Gold & Silver 2009
By: DailyWealth
Jeff Clark of Casey Research writes: As you read this, the Chinese government is doing an extraordinary thing... something nearly unheard of in the modern world.
It is encouraging citizens to put at least 5% of their savings into precious metals.
Friday, October 30, 2009
U.S. Dollar Vs Gold, The Fear Trade / Commodities / Gold & Silver 2009
By: The_Gold_Report
It's been a dollar vs. gold story ever since the economy ran into trouble last fall, according to Blackmont Metals and Mining Analyst Richard Gray, who sees inevitable inflation down the road. "The trouble is there are no real applicable precedents we can use," he explains, noting the prodigious amount of stimulus money flooding the economy. In this exclusive interview with The Gold Report, Richard discusses major drivers behind gold's price rise, attributes of successful juniors and why he thinks gold's upside scenario is "maybe $1,100 or $1,200."
Friday, October 30, 2009
Gold Stocks Slide as U.S. Dollar Index Strengthens, Should You Be Concerned? / Commodities / Gold & Silver Stocks
By: Przemyslaw_Radomski
The precious metals market is correcting, as I mentioned it in the previous essay, when I summarized that it seems that gold, silver, and corresponding equities need to take a breather to correct their post-$1,000-breakout rally. This is what we’ve seen lately, so the question is how low can we go and what to look for as signs of a reversal.
Friday, October 30, 2009
Marc Faber Says Gold a Bargain Compared to S&P 500 Stocks / Commodities / Gold & Silver 2009
By: Mac_Slavo
Well known economic analyst Marc Faber still likes gold, especially when compared to equity prices. In his October 2009 Gloom Boom & Doom report, Faber discusses his long-term outlook for the shiny yellow metal:
Friday, October 30, 2009
Copper the Bellwether Base Metal Bull Market Marches On / Commodities / Metals & Mining
By: Zeal_LLC
Though not the most exciting of the earth’s minerals, the bellwether base metal has wrangled up a following. Since the beginning of copper’s powerful bull run, that took out all-time highs in 2005, this metal has made a place for itself on headline business-channel tickers and in everyday trader talk.
Friday, October 30, 2009
Gold and Euro Fibonacci Trading / Commodities / Gold & Silver 2009
By: INO
How Did a Dead Mathematician Nail Two Major Markets Yesterday?
The markets I am referring to are the gold market and euro markets. Readers of this blog will know from our previous videos and examples that we are big fans of Fibonacci retracement lines.
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Friday, October 30, 2009
Gold Sets Monthly New Record High / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE PRICE OF GOLD neared month-end above $1040 an once on Friday in London, approaching a new monthly high almost 5% above Sept.'s average as Asian stock markets closed markedly higher and the US Dollar held flat on the currency markets.
US stock futures pointed lower after Thursday's better-than-expected GDP headlines helped Wall Street to its best one-day gain since July.
Friday, October 30, 2009
Paul Tudor Jones 3rd Quarter Investor Letter: Another Gold (GLD) Bug / Commodities / Gold & Silver 2009
By: Trader_Mark
Einhorn, Paulson... and now one of the legends of the hedge fund business Paul Tudor Jones... have all jumped on the gold bandwagon. [May 16, 2009: John Paulson Continues to Pile Into Gold] [Mar 17, 2009: John Paulson Joins David Einhorn as Gold Bug with Stake in AngloGold Ashanti (AU)] While perhaps a "crowded trade" watching all these great minds agree on this topic simply reinforces my thesis.... this rogue central bank will keep printing US dollars until the cows come home. (and once the cows are in the barn, they'll keep printing just to make sure). And they are not the only one... it is a race to the bottom. [Oct 13, 2009: UK Sterling Following US Dollar into Abyss]
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Friday, October 30, 2009
Tudor Jones Joins Soros, Rogers, Einhorn and Paulson as Long Term Gold Bull / Commodities / Gold & Silver 2009
By: GoldCore
Gold is trading at $1.043/oz and traded in a $22 range over the last 24 hours, hitting a low of $1,026/oz yesterday morning.
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Friday, October 30, 2009
Doug Casey on Leveraged Gold Stocks / Commodities / Gold & Silver Stocks
By: Casey_Research
L: Doug, we were talking about gold last week, so we should follow up with a look at gold stocks. If one of the reasons to own gold is that it’s real – it’s not paper, it’s not simultaneously someone else’s liability – why own gold stocks?
Doug: Leverage. Gold stocks are problematical as investments. That’s true of all resource stocks, especially stocks in exploration companies, as opposed to producers. If you want to make a proper investment, the way to do that is to follow the dictates of Graham and Dodd, or use the method Warren Buffett has proven to be so successful over many years. Unfortunately, resource stocks in general and metals exploration stocks in particular just don’t lend themselves to such methodologies. They are another class of security entirely.
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Friday, October 30, 2009
Gold Warning! / Commodities / Gold & Silver 2009
By: EWI
Nico Isaac writes: When prices in a financial market go from Sea Level to Outer Space in a relatively brief time, two scenarios are at work -- and they both start with the letters “B-U.”
When a precious metal goes from being a popular long-term investment of buy-and-holders to the quick, get-away “vehicle” of day-traders, two scenarios are at work -- and they both start with letters “B-U.”
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Friday, October 30, 2009
Gold Alarm! / Commodities / Gold & Silver 2009
By: Adam_Brochert
The paperbugs need to fear the future. It is coming. It is inevitable. It is not gloom and doom, it is not guns and food in a wilderness cabin, it is not the end of the world, and it is not the inflation or deflation debate. It is simply a Gold bubble.
Thursday, October 29, 2009
Silver Golden Accumulation Opportunity / Commodities / Gold & Silver 2009
By: Jim_Willie_CB
Actually, the golden opportunity is for buying silver at current prices. The motive for lifting the USDollar was the gargantuan $115 billion in USTreasurys offered this week. With bond yields rising from gargantuan supply, the USGovt and USDept Treasury and USFed did not wish to have both bond principal values fall and the USDollar fall. So the witch doctors engineered a meager semi-lifeless US$ rally, and a full 100-cent silver price discount. The claim again came that the bond auction bid/cover was strong at over 3:1 ratio. But 1.0 of that comes from the primary dealers who are bound to bid. The rest came in majority from foreign central banks. Same Modus Operandi by the Big Boyz.
Thursday, October 29, 2009
Gold and Silver, What is Your Exposure / Commodities / Gold & Silver 2009
By: David_Morgan
A well-known truism is that every investor needs to start with savings. But what if that “savings” gave the investor too much exposure to risk? What investors or people in general need in this financial environment is savings that don’t deteriorate. We are in an environment now where the idea of making money, which is kind of the preamble to being American, is going away. In other words, today’s environment is, he who loses the least, wins, and the way that you do that is to hold a currency that doesn’t devalue over time.
Thursday, October 29, 2009
Natural Gas Wants a Wicked Cold Winter / Commodities / Natural Gas
By: The_Energy_Report
With the oil-and-gas price link weaker than it's been in over a decade and with natural gas too dependent on a fierce winter to fuel demand and drive pricing up, CRT Capital Group Senior VP Duane Grubert likes oil better than gas. Consistent with that stance, he also prefers producers that are leaning more toward oil than gas. In the gas arena, he tells The Energy Report in this exclusive interview, he's sticking with players who are diversifying and tends to choose those that are involved in exploration as well as production. While he favors better-capitalized companies for their proven ability to endure, he also likes at least one small-cap firm in the field—Energy XXI—in part for its "material volume upsides through exploring."
Thursday, October 29, 2009
Gold Bounces on Strong U.S. GDP Economic Stimulus Result / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE PRICE OF GOLD rose $10 from last night's 3-week low of $1027 on Thursday morning in London, gaining as Asian stock markets closed the day 1.5% lower and the United States reported an end to its economic recession.
GDP growth during June-to-Sept. was estimated at 3.5%, much-stronger than analysts forecast, as domestic prices also rose sharply – up 1.6% from a year earlier.