Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, June 03, 2009

Four Ways to Profit From the Commodities Bull Market / Commodities / CRB Index

By: Money_Morning

Martin Hutchinson writes: In normal recessions, commodities prices fall - and stay down for the count - as mines, farms and oil wells continue to expand production, even as demand is flattened by the economic malaise.

Well, not this time around. And that figures to make commodities a profitable defensive investment. Indeed, we’ve uncovered four of the very best ways to profit from this trend.

Tuesday, June 02, 2009

The Global Race to Secure the Earths Natural Resources / Commodities / Resources Investing

By: The_Gold_Report

China's export-based economy, once dependent on American greed, is now but a fading memory. While the U.S. was busy printing and preening, the Chinese were long-range planning. But America wasn't the only country caught off guard by China's strategic, if surreptitious, supply procurement. In this exclusive interview with The Gold Report, John Kaiser, mining analyst for more than 25 years, explains how the East-West economic tables got turned and why he remains steadfast in the belief that "we are not at the mercy of places like China."

Tuesday, June 02, 2009

Gold vs the Worlds Major Currencies / Commodities / Gold & Silver 2009

By: Adrian_Ash

A single chart of gold priced in the world's top 10 currencies, weighted for GDP...

ONE THOUSAND DOLLARS doesn't buy what it used to – not for non-US investors, at least.

Tuesday, June 02, 2009

Gold Going Mainstream, Time to Buy or Sell? / Commodities / Gold & Silver 2009

By: Michael_Pollaro

As Good as Gold, says the Financial Times in a May 8th essay.  To quote. “The glistering store of value, unwanted in 1999, is back in fashion.”  All one needs to do is “buy and hold.”

Tuesday, June 02, 2009

Gold Rallies on US Hyper-Inflation Fears as U.S. Dollar Continues to Fall / Commodities / Gold & Silver 2009

By: Adrian_Ash

THE PRICE OF WHOLESALE GOLD bounced in London on Tuesday morning, reaching $983 an ounce for Dollar investors and recovering from near 5-week lows versus the British Pound.

The Gold Price in Euros held steady at €689 as the single currency also leapt, jumping to new 2009 highs against the Dollar above $1.4270.

Tuesday, June 02, 2009

Gold as Cool as Silver / Commodities / Gold & Silver 2009

By: Mark_OByrne

Commodities across the board rallied significantly yesterday on signs of economic recovery that heralded the return of risk appetite. The upshot of this meant that the beleaguered dollar had another punishing day and this weakness pushed gold to $988.50. The next level of resistance is $999, with the $1000 mark likely to be breached soon thereafter. Gold's monthly close of $978.90 is bullish and shows that its current rally is sustainable. Silver touched $15.63 and has had its largest monthly increase since 1987 - up 27% for the month of May.

Tuesday, June 02, 2009

How Far Can the U.S. Dollar Fall? / Commodities / US Dollar

By: INO

I was quite amazed when I looked back to see how long it’s been since I’ve put together a Dollar Index (NYBOT_DX) video. I had to look back to September of 2008 to find the last series of videos I had done specifically for the Dollar Index, and it proved to be successful.

Monday, June 01, 2009

Investors Rediscover the Commodities Bull Markets / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

May was the month when investors rediscovered both the beauty and the reality of commodity investing. With the fantasy of deflation fading into the background under the deluge of fiat credit by central banks, and in particular the Federal Reserve, commodity prices have been reborn. That renewal of investor interest was fueled by two factors. First, the Obama Regime’s wealth confiscation is to be accompanied by massive political patronage requiring the Federal Reserve to monetize  some two trillion dollars more in debt. Second, that the center of the economic world is not an economy with two bankrupt auto companies and disabled banks, but rather is in Asia where China is creating massive amounts of wealth. 

Monday, June 01, 2009

Stocks and Commodities Markets Retro-inflation Revisited / Commodities / Inflation

By: Clif_Droke

Back in 2001-2002 I used the term “retroflation” in a series of newsletters and articles to describe what I saw as a battle between the forces of inflation and deflation. The Kress 30-year cycle had peaked in late 1999 and with it the 1990s bull market in stocks. The U.S. was in the throes of economic recession and tech stocks were in freefall. Yet the Kress cycles called for a major bottom in late 2002 with the 6-year/12-year cycle bottoming and the Fed was already beginning to aggressive cut interest rates, showing that it was serious about re-inflating the economy.

Monday, June 01, 2009

Gold Jumps Towards $1000 as US Dollar Sinks As Treasury Bonds Tumble / Commodities / Gold & Silver 2009

By: Adrian_Ash

THE PRICE OF PHYSICAL GOLD jumped in US Dollars for the third session running early Monday in London, recording the best AM Gold Fix since Feb. 24th at $987 per ounce.

Stock markets also leapt worldwide – up more than 3.0% in Frankfurt – while commodities added to last month's 34-year record gains.

Monday, June 01, 2009

Bob Prechter: Gold is Still Money / Commodities / Gold & Silver 2009

By: EWI

By Robert Prechter, CMT

The following article is excerpted from a brand-new eBook on gold and silver published by Robert Prechter, founder and CEO of the technical analysis and research firm Elliott Wave International. For the rest of this fascinating 40-page eBook, download it for free here.

Monday, June 01, 2009

Gold, Silver and Crude Oil On Fire! Breaking Out to New Highs! / Commodities / Gold & Silver 2009

By: Chris_Vermeulen

The charts below quickly give you a visual as to where each commodity is trading in relation to intermediate and short term support and resistance levels, chart patterns and trend lines.

Sunday, May 31, 2009

Where Is Silver Heading Next? / Commodities / Gold & Silver 2009

By: Roland_Watson

Excitement has returned to the silver market as the sister metal of gold advances to highs not seen for ten months. Where is silver headed? Will it take out $21 with ease and head onto highs that evoke memories of 1979?

Sunday, May 31, 2009

Either Stocks Will Fall 37% Or Gold Will Rally 60% / Commodities / Gold & Silver 2009

By: Graham_Summers

How’s this for a bubble?

In 1965 one in ten Americans owned stocks. It took 25 years for stock ownership to double. And most of that growth came between 1983 and 1990 with the introduction of 401(k)s, IRAs and other stock-based retirement plans: suddenly anyone with a large scale employer could invest in stocks without having to open a brokerage account.

Sunday, May 31, 2009

Saudi's Say Crude Oil $75 is Fair: Parasite Economics Explained / Commodities / Crude Oil

By: Andrew_Butter

There is a rumor that demand for oil is a function of GDP, therefore when the world economy recovers, demand will go up, so divide that by supply and you get to price.There is only one small little thing wrong with that theory; historically it doesn't work very well.

Rather the other way around, sort of like a 300% increase in price might cause a 5% decrease in demand with a four or five year lag and a 60% decrease in price might give a 10% increase in demand with a four or five year lag.

Sunday, May 31, 2009

Gold Continues its Strong Drive Higher / Commodities / Gold & Silver 2009

By: Merv_Burak

Well, which is the driving force, the U.S. $ plunge or the gold price rise?  Who cares as long as gold is on the rise, right?  There still are a couple of resistance levels for gold to overcome but they may not be all that serious.

Saturday, May 30, 2009

Gold Knocking on the $1000 Door / Commodities / Gold & Silver 2009

By: The_Gold_Report

Gold investors know all too well the psychological importance of $1,000 gold. The yellow metal's been hovering frustratingly near that level for weeks after briefly surpassing it in February. According to John Kaiser, editor of the Kaiser Bottom-Fishing Report, "we're getting very close." In this exclusive interview with The Gold Report, John shares his "modest" price forecast of $1,300 - $1,400 within the next six months and presents strategies for gold companies looking to create value.

Friday, May 29, 2009

Leverage Potential of Many Metals & Mining Sector Warrants Unprecedented / Commodities / Options & Warrants

By: Lorimer_Wilson

Harold Clifford writes: Extraordinary Times Present Rare Opportunities - The 2008 once-in-a-lifetime general stock market meltdown brought panic and forced liquidationto all market sectors, and in particular pummeled junior mining share prices by 80 – 90% or more, creating once-in-a-lifetime values for discerning investors.

Friday, May 29, 2009

Bottoming Consumer Prices and Commodities– Confirmations and Conclusions / Commodities / CRB Index

By: Andy_Sutton

In a mid-February editorial we took a look at some factors that were beginning to confirm one of our proprietary indicators that pointed to a bottoming in consumer prices in December 2008. Writing such an article at the time was a big risk since it flew in the face of a trend that had been firmly in place for the past half-year. The price of nearly everything was falling – or so it seemed.  For those who understand and appreciate the function of money supply in the determination of prices, the article made perfect sense.

Friday, May 29, 2009

Commodities Bull Market Survey / Commodities / CRB Index

By: Zeal_LLC

Last autumn’s stock panic fueled a particularly hard selloff in the commodities sector.  And many folks were quick to proclaim the end of the 21st-century commodities bull.  Indeed nearly all commodities prices were hammered, with some experiencing precipitous declines that were unseen since the Great Depression.

But even at the depths of despair, the secular nature of the commodities bull remained intact.  Late in October, just prior to the panic lows, I wrote an essay that surveyed the commodities sector and supported my conviction that the commodities bull was not over.