Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, August 14, 2009
Uranium, Looking at the Big Picture / Commodities / Uranium
By: The_Gold_Report
The exogenous events significantly boosting uranium demand for China and India are far greater than the minimal and distant "ifs" of private sector reactor delays. Not to mention China has actually boosted reactor construction, while India made no delays and entered the world market. "Investors need to look at the big picture of the sector," says analyst Merrill McHenry, MBA, CFA, who presents Energy Report readers with an educational and thought-provoking overview of U308's fundamentals and future in this exclusive written interview.
Thursday, August 13, 2009
Energy Firms See Positive Long Term Trends / Commodities / Energy Resources
By: Joseph_Dancy
While companies in the energy sector have not been on our quantitative screens for some time we remain over-weighted in the sector due to extremely attractive long term trends. Reserves in the ground in politically secure areas should substantially increase in value over the next few years. Developments last month include the following:
Thursday, August 13, 2009
Lithium and Obama’s Electrification of America / Commodities / Metals & Mining
By: Richard_Mills
America’s future energy course is being charted today because of the ramifications of peak oil, because cars pollute too much, because of global warming, because America wishes to end her dependence on foreign supplied energy and to be blunt… Americans need jobs.
Thursday, August 13, 2009
How to Profit From Resurgent Commodity Prices / Commodities / Resources Investing
By: Money_Morning
Martin Hutchinson writes: Commodities prices are surging.
World white sugar prices reached record levels on Aug. 10, largely because of booming demand in India where the government has lifted a ban on imports. Oil prices continue to hover around $70 a barrel, and gold is in the mid-$900 range. Meanwhile the CRB Continuous Commodity Price Index has surged to a level 30% above its March low.
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Thursday, August 13, 2009
Gold Up as Inflation Hedge / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE PRICE OF GOLD rose sharply as the US Dollar fell Thursday morning in London, touching four-session highs above $960 an ounce as world stock markets rose for the third day running.
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Thursday, August 13, 2009
Gold Rallies as U.S. Dollar Comes Under Quantitative Easing Money Printing Pressure / Commodities / Gold & Silver 2009
By: GoldCore
With the Federal Open Market Committee (FOMC) stating that they are going to keep US interest rates at a low level and continue quantitative easing, the dollar is under fire today. It has slipped against the six major currency pairs and gold is taking up the slack. In the meantime, gold has pared back some of its early week losses and is currently trading at $953/oz, up from a low of $941/oz yesterday.
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Thursday, August 13, 2009
Gold, Silver, Oil and Gas Continue to Trade At their Pivot Points / Commodities / Gold & Silver 2009
By: Chris_Vermeulen
Commodities continue to trade at their pivot points while the pressure rises!
As mentioned in my last report precious metals are trading at support, this is referred to as a pivot point. With any luck we will see gold and silver rally Thursday and Friday, but it that fails I figure PM’s will slide quickly to lower levels.
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Thursday, August 13, 2009
New Gold & Red Back – Building a Major League Profile / Commodities / Gold & Silver Stocks
By: Richard_Mills
As a general rule, the most successful man in life is the man who has the best information
With gold stocks, bigger is almost always better. When you look at the cash costs of the industry, almost all the lowest cost producers are major mining companies. Larger production means more ounces to amortize costs, so a lower cost per ounce.
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Thursday, August 13, 2009
Get Ready to Buy Gold / Commodities / Gold & Silver 2009
By: MoneyWeek
Dominic Frisby writes: Regular readers will know I have been looking for an 'entry point', a good time to buy gold sometime in the summer. Yet, except for a momentary blip a fortnight ago, there has been no sell-off of any great note. Gold continues to range-trade between about $970 per ounce on the upside and $910 on the down.
Thursday, August 13, 2009
Unwanted Bequests of Gold, Debt and Bankruptcy / Commodities / Gold & Silver 2009
By: Adrian_Ash
"If gold is 'past its day', what of toxic derivatives and today's deluge of US Treasury bonds...?"
JUST LIKE poor Pip in Dickens' Great Expectations, central banks keep inheriting unwelcome bequests.
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Wednesday, August 12, 2009
Gold and U.S. Dollar Relationship / Commodities / Gold & Silver 2009
By: Jordan_Roy_Byrne
When it comes to Gold, there is actually too much focus or incorrect focus on the US Dollar. The fact is that throughout this bull market, Gold has been leading the US Dollar. In other words, the breakouts in Gold occur well in advance of the breakdowns in the dollar. Also, bottoms in Gold occur in advance of tops in the dollar. See the chart below.
Wednesday, August 12, 2009
Take Gold as U.S. Dollar and Euro Both Set to Fall / Commodities / Fiat Currency
By: Money_and_Markets
Claus Vogt writes: In 1999 Europe started a unique monetary experiment by introducing a common fiat currency, the euro. Today, the euro is legal tender in 22 countries. There are, however, huge disparities between the economies and policies of these countries, which makes for equally huge conflicts of interest. This was one of the main concerns of the euro’s opponents before its introduction.
Wednesday, August 12, 2009
Is Silver Overvalued, Undervalued or Priced Just Right? / Commodities / Gold & Silver 2009
By: Bill_Downey
From an investor standpoint the merits of owning physical silver has been laid out a number of times over the pages of the internet by some very astute analyst's who follow the metals markets. While physical silver is not new, it has recently come into vogue over the past few years as investors more and more are seeing the folly of fiat currency and those who control it and therefore turn to the gold and silver markets as a means of preserving wealth and purchasing power and yes, of course, speculation.
Wednesday, August 12, 2009
Gold Dips Ahead of Fed Decision on Interest Rates and Quantitative Easing / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE PRICE OF PHYSICAL GOLD bounced from new August lows Wednesday lunchtime in London, trading at $945 an ounce as the US Dollar pulled back from new two-week highs on the currency market.
Crude was little changed below $70 per barrel, while Asian stocks caught up with yesterday's sell-off in New York. European shares gave back an early 1% bounce as government bonds pushed higher again.
Wednesday, August 12, 2009
Gold Slips as Short-term Dollar Strength Continues / Commodities / Gold & Silver 2009
By: GoldCore
The continued, short term strength of the dollar has seen gold’s safe haven and hedging attributes tested against the dollar today and the metal has slipped from $947/oz to $940/oz. However, these same attributes are coming to the fore against sterling.
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Wednesday, August 12, 2009
Cheerful Prognosis for Dr. Copper / Commodities / Metals & Mining
By: The_Gold_Report
Even if emerging economies' demands for copper were to falter, Jennings Capital Inc. Mining Research Analyst Peter Campbell sees plenty of polish on copper ahead. One big reason: Even a gradual climb out of recession will prompt North American and European manufacturers to replenish inventories as they begin restoring production to pre-crash levels. As for the copper companies themselves, he tells The Gold Report that some of the best bets lie with emerging producers that are prepared to augment diminishing supplies with new finds. Peter has his sights set on iron ore, nickel, aluminum and other base metals, too, but he calls copper "the best and clearest way by far" of participating in the evolving economic story.
Wednesday, August 12, 2009
Gold and Europe's Central Bankers / Commodities / Gold & Silver 2009
By: Global_Research
Charles E. Carlson writes: According to the Associated Press: ÈEurope's 19 central banks, including the European Central Bank, the Swiss National Bank and the Sveriges Riksbank agreed to put a new five-year cap on gold sales. These institutions decided that their annual sale of gold will not exceed 400 tonnes over the five-year period and total sales will not exceed 2,000 tonnes. The Swiss National Bank said it has no plans for any further gold sales in the foreseeable future. With gold holdings amounting to 1,040 tonnes, it holds a substantial part of its currency reserves in the form of gold." (http://news.ino.com/..)
Tuesday, August 11, 2009
Beware Gold is Setting itself up for the buy of a lifetime / Commodities / Gold & Silver 2009
By: EWI
Beware: Gold is setting itself up for "the buy of a lifetime." Only the resource we're about to share with you will help you prepare for it.
Tuesday, August 11, 2009
Silver Beating Gold as Miners De-Hedging positions / Commodities / Gold & Silver 2009
By: Adrian_Ash
GOLD HELD FLAT Tuesday morning in London, adding 0.6% from yesterday's 7-session low as Asian stock markets rose but European shares reversed early gains.
Oil futures were little changed below $71 per barrel despite news that China's crude imports jumped by 18% in July to a new monthly record.
Tuesday, August 11, 2009
U.S. Dollar Temporary Rally Hits Gold / Commodities / Gold & Silver 2009
By: GoldCore
With the recent US non-farm payroll data being better than expected, the dollar experienced a bit of a rally. On the back of this, gold was hit by a bout of profit taking and dipped to $942/oz. It is now regaining some ground and climbed back up to $949/oz this morning.Read full article... Read full article...