Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

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.

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]

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.

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.

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.”

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.

Thursday, October 29, 2009

Gold Weak Ahead of U.S Q3 GDP / Commodities / Gold & Silver 2009

By: GoldCore

Gold is trading at $1.033/oz and touched $1,026/oz in overnight trading. Gold fell again yesterday and continues to consolidate above the $1,000 level.

Thursday, October 29, 2009

Gold Price Today, Barrick Gold’s Q3 to Show De-hedging Progress / Commodities / Gold & Silver Stocks

By: Miles_Banner

Barrick Gold is a perculiar investment to analyse. It’s past is steeped in mystery, some good, some bad. We’re not here to judge this on their morals, just their investment potential.

Thursday, October 29, 2009

Commodities and Stocks Ready to Bounce or Rally? / Commodities / Financial Markets 2009

By: Chris_Vermeulen

Commodities and stocks almost look ready for a rally or at least a relief bounce. The market is down over 5% and the normal pullback this year has been 4%. Using technical analysis and inter-market analysis we can see that the market is reaching extreme lows and this usually means we are only a couple days away from a rally.

Wednesday, October 28, 2009

Has Gold Topped? / Commodities / Gold & Silver 2009

By: INO

That is the big question on many traders' minds as gold fell from a high around $1,070 to the lows seen earlier today.

Wednesday, October 28, 2009

Gold, Don’t Believe the Hype / Commodities / Gold & Silver 2009

By: Kevin_George

The recent bounce in the U.S. dollar to the 1.4750s, has further highlighted the correlation of 'risk' assets to dollar weakness.

Wednesday, October 28, 2009

Gold Follows Sinking Stock Markets Lower / Commodities / Gold & Silver 2009

By: Adrian_Ash

THE PRICE OF GOLD for Dollar investors fell for the fourth session running on Wednesday morning in London, dropping as world stock markets sank 1.5% and crude oil fell to $79 per barrel.

Wednesday, October 28, 2009

Gold Drifts Lower Despite Record U.S. Debt Ever Sold in a Week / Commodities / Gold & Silver 2009

By: GoldCore

Gold closed trading at $1,037.20/oz. In euro and GBP terms gold is trading at €700/oz and £634/oz. Gold's short term frothiness after sharp gains has led to profit taking and an expected correction back down to previous resistance at the $1,030/oz level.

Wednesday, October 28, 2009

Rising Crude Oil Price Profit Plays / Commodities / Crude Oil

By: Money_Morning

Martin Hutchinson writes: Crude oil is knocking on the door of $80 a barrel. That’s not what experts have been expecting. At the start of the year, when oil prices were below $40, these experts predicted prices would stay there, or even decline a bit.