Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Sunday, May 17, 2009
Gold and Silver Potential Parabolic Price Rise 2009 to 2011 / Commodities / Gold & Silver 2009
“Surprising as it may be to most non-scientists and even to some scientists, Albert Einstein concluded in his later years that the past, present, and future all exist simultaneously. In 1952, in his book Relativity, in discussing Minkowski's Space World interpretation of his theory of relativity, Einstein writes:
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Sunday, May 17, 2009
The Silent "Stealth" Rally in Gold / Commodities / Gold & Silver 2009
It was a typical options expiration week with markets showing a lassitude that normally accompanies this event. Trading volume was relatively low and action was lacking for the most part across the board as traders seemed to be on a mental vacation this week.Read full article... Read full article...
Sunday, May 17, 2009
Gold's Manipulated Slow Stead Climb Higher / Commodities / Gold & Silver 2009
It’s been a steady climb all week, even on minus days the lows were always higher. However, the action still is not enthusiastic. Not that gold is about to plunge, it’s just that it doesn’t seem to be getting anywhere fast.
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Saturday, May 16, 2009
World Uranium Supply-Demand to Remain Tight / Commodities / Uranium
A worldwide dearth of uranium mines and highly skilled metallurgical teams to mine it has investors seeing yellow (cake, that is). "The thing with uranium is it's easy to dig up but hard to get out," says Simon Tonkin, who covers base metals, including uranium, at Thomas Weisel Partners. In this exclusive interview with The Gold Report, Simon discusses emerging challenges in the uranium sector and the deficits he foresees in the global race for supply.
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Friday, May 15, 2009
Gold, When to Buy and Sell? Where Next? / Commodities / Gold & Silver 2009
It is always so easy to ask someone, “Can I buy at the bottom and sell at the top?” But life doesn’t let too many of us do that and when it does it has a nasty habit of letting us do it once or maybe twice then lets us get it wrong after that. Many believe that once you have the technical picture giving the top and the bottom that will do the trick, but alas, many technical analysts will come up with different prices for tops and bottoms.
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Friday, May 15, 2009
Crude Oil to Underperform Metals / Commodities / Crude Oil
While both oil and equity indices reveal preliminary signs of a consolidation, downward momentum is particularly expected to weigh on oil. This is especially supported by my expectation for oil prices to underperform metals, which is signalled by a looming rebound in the Gold/Oil ratio. The chart below cogently illustrates how the turning points in the Gold/Oil ratio are driven by commodity markets' optimism with the economy.
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Friday, May 15, 2009
Gold Trust ETF (GLD) Looking to Rally / Commodities / Gold & Silver Stocks
Gold – it is the yellow precious metal once used as a primary form of currency for thousands of years. It is durable, liquid and almost indestructible. Historically, investors have fled unstable markets in search of reliable sources of value and stability, which can generally be achieved by investing in this precious metal. For those who want cost efficient access to the gold market, investing in the SPDR Gold Trust Exchange Traded Fund (GLD) is one of the easiest means of doing so. It is the world’s largest gold-backed ETF that offers risk takers a chance to profit by establishing a position in an investment vehicle that has somewhat of an inverse relationship to the equity markets.
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Friday, May 15, 2009
Gold 2009: Trend, Forecasts and the Story So Far / Commodities / Gold & Silver 2009
Whether inflation or deflation strikes, a growing number of people are fast buying gold for defence...
IT'S COMMON KNOWLEDGE that gold bullion proved the most reliable wealth-store during the vicious inflation of the late 1970s. Yet almost un-noticed, gold has once again been the best-performing asset bar none this decade, too.
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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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