Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, May 15, 2009
Junior Gold, Silver and Resource Mining Stocks Prospects / Commodities / Gold & Silver Stocks
Just a few years ago, the junior resource stocks were hotter than the sun. The fact that the accelerating commodities bull was secular in nature was finally starting to sink in for mainstream traders. With a growing world in desperate need of endless new supplies of natural resources, capital flooded into junior resource stocks driving some truly epic gains.
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Friday, May 15, 2009
Reflections on the Price of Gold / Commodities / Gold & Silver 2009
I wrote an essay about gold a few weeks ago (Gold Price Forecast: Market-Long-Wave Analysis 2009-2012)
What was bothering me was along the lines of what Adam Smith once said, that "an owner-occupier house generates no income for its owner". That's of course until (perhaps) when he sells it; (equity withdrawals don't count- you are supposed to pay the money back so it's not income, and in those days they weren't blessed with the joys of credit default swaps). Gold is pretty similar.
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Friday, May 15, 2009
Gold Strong End to the Week on Rising Inflation / Commodities / Gold & Silver 2009
THE PRICE OF WHOLESALE GOLD held steady against most major currencies Friday AM, gaining for the second week running and nearing its best Dollar finish since late March at $928 an ounce.
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Friday, May 15, 2009
Gold Continues to Consolidate After Recent Gains / Commodities / Gold & Silver 2009
Further consolidation was seen yesterday with gold and silver rising marginally again and both look set to have a second strong week of gains.
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Friday, May 15, 2009
Silver Mining Company Implications of a “Sullivan-style Massive Sulfide Beds” Project Model / Commodities / Gold & Silver 2009
I almost always focus these weekly missives on the precious metals or economy but seldom write about mining companies. This week I decided to give our readers a little taste of one high potential situation we have been following closely. The name and symbol are left out intentionally because many Internet hosting sites do not want company names involved. This is intended to give the reader some insight into the type of potential a Massive Sulfide discovery may entail.
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Thursday, May 14, 2009
Challenges and Implications for Energy Sector Investing / Commodities / Energy Resources
The U.S. Department of Defense published a report late last year that provides a global perspective on future trends and the implications for future joint force commanders, leaders, and professionals involved in national security issues. The report, entitled “The Joint Operating Environment: Challenges and Implications” focuses on long term global trends.
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Thursday, May 14, 2009
Gold Near 6-Week High as Bond-Insurer Defaults Hit Court / Commodities / Gold & Silver 2009
THE SPOT PRICE of gold ticked $5 lower from yesterday's 6-week high early in London on Thursday, holding flat for non-Dollar investors as world equities fell and the US currency bounced on the forex market.
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Thursday, May 14, 2009
Gold and Silver Flat / Commodities / Gold & Silver 2009
Gold and silver were essentially flat yesterday and consolidated on recent gains despite a slight dollar recovery and marked weakness in equity markets.
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Thursday, May 14, 2009
Gold, Silver and Crude Oil ETF Trading Update / Commodities / Gold & Silver 2009
This has been a volatile week for the market. Equities sold off Wednesday pulling precious metals stocks with it. Crude oil had a small pullback but energy stocks took a beating.
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Wednesday, May 13, 2009
Natural Gas Bottom? / Commodities / Natural Gas
The market recovery has helped out a lot of sectors. Leading commercial REITs have been raising cash. Funding for high-potential biotech stocks has resumed. Beaten up casino stocks have done exceptionally well.
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Wednesday, May 13, 2009
Gold & the Euro: Metal vs. Money / Commodities / Gold & Silver 2009
Gold has now doubled since the Euro first got where it stands against the Dollar today...
SINCE THIS decade’s Dollar Decline first pushed the Euro above $1.35 in late 2004 – a level it reclaimed this week – the price of gold has gone on to double for both US and Eurozone citizens.
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Wednesday, May 13, 2009
Forensic Examination of the Gold Carry Trade, Is There A Supply Deficit? / Commodities / Gold & Silver 2009
If you ask the World Gold Council or their “official numbers keeper” - GFMS – they’ll say there is no persistent gold supply deficit. If you ask the folks at GATA – they’ll claim there is an annual 1,000 – 1,500 tonne gold supply deficit.
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Wednesday, May 13, 2009
Natural Gas New Big Trend - Fundamental and Technical Report / Commodities / Natural Gas
Michal Matovcik writes: Ai note: earlier in the day we posted technical setup of natural gas and pointed out that this asset is technically extreme oversold and created rounded buttom. For more, in the last few day we saw the first bullish breakout through resistance. I think that now is the time to look also at fundamentals behind this commodity.
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Wednesday, May 13, 2009
Crude Oil Back at $60 / Commodities / Crude Oil
In the midst of rising global stock markets, and a falling dollar, oil prices have surged to sit near $60 per barrel, with a close Tuesday (May 12) at $59.59. The dollar has fallen to its lowest mark in nearly four months thanks to the rising global picture and continued concerns about the United State fiscal economy.
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Wednesday, May 13, 2009
Gold Retreats as U.S. Dollar Strengthens Despite Debt Crisis / Commodities / Gold & Silver 2009
THE PRICE OF PHYSICAL GOLD rose to its best level since April 1st in London trade on Wednesday, gaining 0.5% to $928 an ounce before slipping back on a bounce in the Dollar.
The Euro also retreated, down from a new 8-week high above $1.3720, while the British Pound sank 2¢ on a sharp cut in the Bank of England's forecast for the UK economy.
Wednesday, May 13, 2009
Six Ways for Investors to Profit From Canada's Oil Sector / Commodities / Oil Companies
Martin Hutchinson writes: With oil finally trading back above the $50-a-barrel level, it’s time to recognize that crude prices are probably not going to remain low for very long, and may end up fluctuating in the $50-$80 range - regardless of what happens to the prices of other commodities.
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Wednesday, May 13, 2009
Gold and Silver Rally on Back of Increased Risk Aversion / Commodities / Gold & Silver 2009
Gold and silver rose again yesterday (1.2% and 2.3% respectively) as the dollar continues to come under pressure.Read full article... Read full article...
Wednesday, May 13, 2009
The Challenge of Diminishing Natural Resources / Commodities / Resources Investing
Once upon a time, Byron King shunned writing letters to the editor. He was afraid that one might actually appear in print. That sounds like the stuff of fairy tales when you’re talking about someone with as prolific a pen (or keyboard) as Byron. A one-time field historian on the staff of the U.S. Chief of Naval Operations, he has a gift for putting current events into an historical context. Byron King’s credits include writing for Agora Financial’s Daily Reckoning and its Energy and Scarcity Investor newsletter (editor) as well as Whiskey and Gunpowder (contributing editor for this “independent investor’s daily guide to gold, commodities, profits and freedom”).
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Tuesday, May 12, 2009
All Eyes are on the HUI Gold Bugs Index / Commodities / Gold & Silver Stocks
The HUI index is poised to break out above 350. The importance of this breakout is evident in the following chart.
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Tuesday, May 12, 2009
Warning Sell Signal for Natural Gas ETF / Commodities / Natural Gas
Time to take another peak at the U.S. Natural Gas Fund ETF (NYSE: UNG), which is up nearly 40% in the past several sessions (see, every dog has its day!)....
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