Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Saturday, July 11, 2009
Fool’s GOLD Part2 / Commodities / Gold & Silver 2009
In Part 1, I laid out some common sense explanations why gold is best utilized for short-term trading. Furthermore, I emphasized that gold rarely provides a good hedge against inflation. When it does, it’s most often a short-term phenomenon. In Part 2 of this series I’ll demonstrate this.
Let’s begin by looking at a gold price chart from 1975 to 2009. Note that gold prices in this chart have NOT been adjusted for inflation.
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Friday, July 10, 2009
Silver Investing, SLV ETF / Commodities / Gold & Silver 2009
Investment has been a core element of the silver market since its very beginning. For thousands of years investors stored a portion of their wealth in this white metal via such vehicles as ornamentals and jewelry. Silver investment has also been facilitated through a variety of monetary systems. In fact many historians believe this metal was used in the oldest form of coinage.
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Friday, July 10, 2009
Crude Oil Looks Weak, both Technically and Fundamentally / Commodities / Crude Oil
As hyperinflationists scream from the top of their lungs about the rebound in oil prices, others calmly note Japan’s Producer Prices Fell a Record 6.6% in June.
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Friday, July 10, 2009
Gold Falls to Two-Month Low, But Demand Remains Solid / Commodities / Gold & Silver 2009
THE PRICE OF GOLD SLID yet again early Friday in London, recording the lowest AM Gold Fix since 8th May at $910 per ounce, and nearing Wednesday's two-month lows in the spot market at $905.
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Friday, July 10, 2009
Fool’s GOLD Part1 / Commodities / Gold & Silver 2009
“…the U.S. might continue its trend towards inflation merely due to continued high oil prices and weakness of the dollar. And only after some disaster such as a Fannie Mae blowup might deflation appear. Regardless of the magnitude of any economic correction, the next decade or two more will most certainly be characterized by extreme inflation. A severe catastrophe might usher in a deflationary period as an after-effect, but only after inflation has caused significant damage. Thus, the possibility of deflation will most likely be determined by the sequence of events, as well as the extent of the economic correction, while high inflation is a virtual certainty.”
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Thursday, July 09, 2009
Gold, the U.S. Dollar, and the Chinese Yuan / Commodities / Gold & Silver 2009
In late April, a Chinese sovereign wealth fund, the State Administration of Foreign Exchange, announced that China had purchased 454 metric tons of gold over the past six years. Officials indicated that this increase was accomplished by tapping domestic mine supply and refining scrap gold. As China reported gold production of 282 t last year, the reserves have absorbed about 25% of this output since 2003.
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Thursday, July 09, 2009
Oil Companies Investing, Stick with Proven Track Records and Potential for Discovery / Commodities / Oil Companies
From drill rig counts to oil/gas ratios and renewables, Pierce Points author Dave Forest shares his thoughts on the direction the energy sector is headed in this exclusive Energy Report interview. Since predicting commodity prices in the short to medium term is almost impossible, Dave looks for companies with a solid track record and the potential for discovery, which is where the real money investing in the exploration sector is made.
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Thursday, July 09, 2009
Natural Gas ETF (UNG) Spikes Higher to Key Resistance / Commodities / Natural Gas
This morning’s better-than-expected natural gas inventory data spiked the U.S. Natural Gas Fund ETF (NYSE: UNG) from around 12.25 to 12.64 before the buyers ran out of energy.Read full article... Read full article...
Thursday, July 09, 2009
The Dot.Gold Investors Overconfidence / Commodities / Gold & Silver 2009
Projections and guesstimates by various newsletters and analysts where the price of gold will be in 6, 12 and 52 weeks, and various prices where Gold would be "cheap" according to those analysts are quite remarkable. Certainly in most cases not for their accuracy, but for their underlying misconceptions with regard to the movement of commodity-prices in general.
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Thursday, July 09, 2009
Commodites Trading Update, Copper Bears Taking Control / Commodities / Commodities Trading
2009 has seen a good recovery in High Grade Copper, following the serious losses of the previous year. Interesting resistance on the long term chart was recently reached, and we were on the lookout for a pullback phase – it’s underway now.
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Thursday, July 09, 2009
Crude Oil Update - How Low Can Crude Oil Go? / Commodities / Crude Oil
How low can crude oil go?
After trading as high as $73 a barrel, crude oil began to buckle under pressure as the CFTC began to look into position limits that can be held by traders.
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Thursday, July 09, 2009
Gold Weak as Stocks Rally / Commodities / Gold & Silver 2009
THE SPOT PRICE OF GOLD eased back ahead of Thursday's New York opening after recovering half of yesterday's 2.1% losses to the US Dollar and Yen.
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Thursday, July 09, 2009
Gold Bounces off of $904 / Commodities / Gold & Silver 2009
Gold: Gold dipped below $904/oz overnight and is currently trading at $915.20/oz. Industrial unrest and calls for mine nationalisation in South Africa are for the moment being ignored by the markets but have the potential to create upward price pressures in both the gold and platinum markets.Read full article... Read full article...
Thursday, July 09, 2009
The Secret to Commodity Investing Profits / Commodities / Investing 2009
Peter Krauth writes: There has never been a better time to invest in commodities.
That’s a very simple statement, but it’s backed by three powerful points:
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Thursday, July 09, 2009
Technical Sector Timing for Crude Oil and Natural Gas / Commodities / Crude Oil
The broad market including commodities is under some serious selling pressure as traders and investors panic to exit positions. Today small caps stocks and commodities took the majority of the beating. Although the market looks bearish at this point, I do think there is a very good chance of a bounce Thursday and Friday, but I figure we will see selling into the close on Friday as traders stay in cash over the weekend.
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Thursday, July 09, 2009
Technical Timing of Commodity ETF's Trading / Commodities / Commodities Trading
The broad market including commodities is under some serious selling pressure as traders and investors panic to exit positions. Today small caps stocks and commodities took the majority of the beating. Although the market looks bearish at this point, I do think there is a very good chance of a bounce Thursday and Friday, but I figure we will see selling into the close on Friday as traders stay in cash over the weekend.
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Wednesday, July 08, 2009
Is Commodity “Roll Yield” a Fictional Return? / Commodities / Commodities Trading
Question: if something is stated repeatedly as fact, does that make it necessarily true? We no longer believe the sun circles the earth, but that idea was once conventional wisdom.
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Wednesday, July 08, 2009
Gold Drops as U.S. Dollar Rises / Commodities / Gold & Silver 2009
THE PRICE OF GOLD dropped to a new two-week low lunchtime Wednesday in London, falling 1.6% from this week's start to slip through $918 an ounce.
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Wednesday, July 08, 2009
Daily Futures Markets Commentary for 7th July 09 / Commodities / Forex Trading
Traders are looking for the September Canadian Dollar futures to open higher this morning. There may not be any major fundamental news driving this market higher this morning, but nonetheless traders like the long side. The main driving force behind this rally seems to be technically driven as many indicators have reached oversold levels.
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Wednesday, July 08, 2009
Gold Overnight Rally Lacked Follow Through / Commodities / Gold & Silver 2009
Gold: Gold traded as high as $931 overnight, influenced by the euro strengthened on the back of better than expected German manufacturing orders. The rally was short lived however, the market has resumed its summer range and is currently trading at $920. In the UK the Halifax House Price Index showed a small decline for June, contradicting other indices that showed house prices rising.
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