Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, August 14, 2009

Four Fascinating Facts on Gold / Commodities / Gold & Silver 2009

By: Money_and_Markets

Sean Brodrick writes: The recent rally in the U.S. dollar has sent gold lower, dimming the hopes of gold bulls and putting fire in the bellies of those who say the yellow metal is just a “barbarous relic.” Maybe so. But I think the rally in the dollar is overstated, and gold is just taking a breather on a journey much higher.

Friday, August 14, 2009

Central Bank Gold Agreement Sales Trend as Fear Morphs to Greed / Commodities / Gold & Silver 2009

By: Zeal_LLC

Last Friday, the central banks of Europe extended their landmark agreement on gold sales.  18 national central banks, along with the European Central Bank itself, signed the third Central Bank Gold Agreement.  CBGA 3, like its two predecessors, has major implications for gold that investors need to understand.

Friday, August 14, 2009

Why did the U.S. Government Confiscate Gold in 1933 and Can It Happen Again? / Commodities / Gold & Silver 2009

By: Julian_DW_Phillips

In this the second part of this series we look at the big global picture when President Roosevelt’s Administration confiscated the gold of U.S. citizens. Based on this part, in the next part we contemplate whether it can happen again.

Friday, August 14, 2009

Gold, Useless and Pointless? / Commodities / Gold & Silver 2009

By: Adrian_Ash

"Gold isn't the long-term store of value that people think it is. It has no industrial use, and provides no income..."

SPARE A THOUGHT for the lonely gold analyst.

Friday, August 14, 2009

Further Upside in CRB Commodities Index / Commodities / CRB Index

By: Seven_Days_Ahead

An earlier pullback in the CRB Index found solid technical support in early July and subsequent recovery has been impressive. Following a recent erosion of former 23.6% resistance there seems to be scope for further modest gains at least.

Friday, August 14, 2009

Gold Marks Time Ahead of Seasonally Bullish Period / Commodities / Gold & Silver 2009

By: Adrian_Ash

THE PRICE OF PHYSICAL GOLD pushed back up to $959 an ounce Friday lunchtime in London, a little higher for the week as European stock markets touched new 10-month highs and crude oil moved back above $71 a barrel.

Friday, August 14, 2009

Gold Tests Resistance as U.S. Dollar Remains Under Pressure / Commodities / Gold & Silver 2009

By: GoldCore

Gold is testing resistance levels as the dollar remains under pressure. It is currently trading at $955.70/oz and if it breaks through $960/oz and sustains it, the possibility of a correction in gold may not materialise. The continuing weak data coming out of the U.S may make investors less likely to take profits on gold and or continue to diversify into gold.

Friday, August 14, 2009

The Gold/Silver Ratio / Commodities / Gold & Silver 2009

By: David_Morgan

The following is an interview I did recently discussing the gold/silver ratio. This topic seems to surface from time to time and Tom Jeffries and I explored it together.

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.

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.

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.

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.

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.

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.

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.