Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, April 08, 2009
U Can't touch Gold $1,000 says the Hammer. But everyone's got their deal price... / Commodities / Gold & Silver 2009
"INVESTORS will drive the next leg of this bull market in gold," said Philip Klapwijk, chairman of GFMS, at the London-based research consultancy's Gold Survey launch in Canary Wharf on Tuesday, "setting a new high above $1,000 in 2009 and with a real possibility of $1,100 per ounce."Read full article... Read full article...
Wednesday, April 08, 2009
Gold Sales – Scams and Big Money / Commodities / Gold & Silver 2009
Today I am offering some information on the hidden world outside the mainstream gold trade and investment scene. There is much ignorance and confusion on the subject – scams, victims, criminals, legitimate business and big money. It is an essential trade for many economies and for people that rely on gold sales for their survival. What a great subject – intrigue, scandal, danger, survival, opportunity and excitement!Read full article... Read full article...
Wednesday, April 08, 2009
The Return of Nuclear Power Means Uranium Long-term Investing Opportunity / Commodities / Uranium
Don Miller writes: It's been 30 years since the meltdown of a reactor at the Three Mile Island nuclear power plant also caused a meltdown in the U.S. commercial nuclear power business.
Even though no one was seriously injured - and only a small amount of radiation leaked into the air above eastern Pennsylvania - the March 28, 1979 accident put the perils and mysterious nature of nuclear energy squarely in the spotlight and cast a pall over the industry from which it never recovered.
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Wednesday, April 08, 2009
Inflationary Economic Stimuli Bullish for Gold Prices / Commodities / Gold & Silver 2009
THE PRICE OF PHYSICAL GOLD pushed higher as world equities fell early Wednesday, rising above last week's close against both the Euro and British Pound.
Recovering all but $5 of Monday's sharp $30 drop for US investors, the Gold Price then dropped back to $883 an ounce.
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Wednesday, April 08, 2009
Fear of Severe Inflation Driving Investors into Gold / Commodities / Gold & Silver 2009
Gold rose 1.2% yesterday from oversold levels (silver +0.9%) despite stock markets falling, the dollar strengthening and oil falling for a second day. The rally has continued in Asian and early European trading as equities are again under pressure and gold is again receiving a safe haven bid.Read full article... Read full article...
Wednesday, April 08, 2009
Flow-Through Financing - A Win-Win for Junior Miners and Investors / Commodities / Gold & Silver 2009
An enviable finance vehicle available only in Canada allows junior miners to "flow-through" their exploration expenses to their Canadian investors. In return, investors enjoy significant tax breaks and ownership in resource stocks. This week, The Gold Report caught up with Ronald J. Wortel, MBA, P.Eng., E.V.P. of mining investments for MineralFields Group, an industry leader in such investments. In this exclusive interview, Ron explains the prospects and profits borne of these mutually beneficial financing arrangements.Read full article... Read full article...
Wednesday, April 08, 2009
Agri-foods and New Industries Arising from the Bear Market Carnage / Commodities / Agricultural Commodities
Are investors still looking over their shoulders? Many seem to still being doing so. They are still focused on where the markets have been, rather than where elements of the market might be going. Rather than looking for tomorrow, they are mired in yesterday. Who cares which Western bank remains in trouble? Those market prices of a year ago, inflated by the hedge fund mania, are interesting, but irrelevant. New sectors and industries, such as Agri-Food, are already arising from the market carnage. Investors should focus on that which will be rather than that which has been.Read full article... Read full article...
Tuesday, April 07, 2009
Crude Oil $200, the Price for Wasting Financial Crisis Opportunity / Commodities / Crude Oil
Rohm Emanuel's famous quote regarding the current financial crisis, "Never let a serious crisis go to waste...it's an opportunity to do things you couldn't do before." was ignored last summer when oil prices reached $147 a barrel. The Obama administration has taken advantage of the financial crisis to ram through their socialist agenda which will add trillions to the National Debt. It will stimulate unions, bureaucrats, government employees, and defense contractors. It will do nothing to address the looming energy crisis which will sweep over the country shortly. Again, politicians and pundits will be shocked and astonished when oil soars. They will vilify oil companies, OPEC, and the dreaded speculators. They ignore the old fashioned supply and demand equation that even a dimwitted Congressman should be able to comprehend.Read full article... Read full article...
Tuesday, April 07, 2009
Gold Rallies Despite U.S. Dollar Strength / Commodities / Gold & Silver 2009
Gold fell a further 2.7% yesterday (silver nearly 4.8%) as the animal spirits from the G20 communiqué and much vaunted IMF gold sales led to further selling and the shorts continued to press their advantage. Dollar strength and oil weakness also contributed to the sell off yesterday.Read full article... Read full article...
Tuesday, April 07, 2009
Gold Follows U.S. Dollar Higher as Stocks and Crude Oil Fall / Commodities / Gold & Silver 2009
THE PRICE OF GOLD bounced overnight Tuesday in Asia, regaining two-thirds of yesterday's sharp losses against everything except the US Dollar, which rallied hard from one-month lows on the currency market.World equities added to yesterday's losses on Wall Street, dropping back below 4,000 on the FTSE100 here in London.
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Tuesday, April 07, 2009
LNG The Energy Boom Everyone Forgot About / Commodities / Natural Gas
“See that field over there…by the ocean? That's where it will be. These projects are going to bring prosperity to my country my American friend.”
That's what my guide told me. I was in Papua New Guinea at the time looking into an energy boom the whole world seems to have forgotten about. The way things are shaping up though this is the time to start thinking about it again.
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Monday, April 06, 2009
Gold Continues to Trend Lower / Commodities / Gold & Silver 2009
Spot gold prices continue lower this morning. Last Thursday's weakness and close beneath a 6-month trendline ($908) precipitated additional selling pressure that has continued into this morning's reaction low at 873.00 – so far. Let's notice that the 200-day moving average now is slightly rising at $860.75, with the daily RSI pointed down and making new lows for this move. The juxtaposition of the declining RSI with the falling price structure argues for still-lower prices that likely will test the 200 DMA in the upcoming hours.Read full article... Read full article...
Monday, April 06, 2009
Gold and Safe Havens Tumble as Commodities and Stocks Rise / Commodities / Gold & Silver 2009
THE SPOT-MARKET PRICE of physical gold fell to a 10-week low against the US and Canadian Dollars in Asia on Monday, falling 2.5% as world stock markets rose again and commodity prices reached a four-month high.Read full article... Read full article...
Monday, April 06, 2009
Gold Falls, Will it Rebound? / Commodities / Gold & Silver 2009
Gold fell 2.85% (silver -3.9%) last week as risk appetite returned due to the G20 communiqué. The selloff has continued in Asia this morning and gold fell to a low of $873/oz prior to rebounding somewhat.Read full article... Read full article...
Monday, April 06, 2009
The Most Powerful Indicator for Trading the Energy Sector / Commodities / Energy Resources
The energy sector has been moving sideways since October if, you look at the XLE energy ETF below. Although the energy sector dipped lower in March the bullish percent index is showing some signs of strength. A lot of stocks continued to drift lower in March due to the lack of buyers and not because of heavy selling. This pulled the sector lower until buyers stepped in and pushed things higher again.Read full article... Read full article...
Sunday, April 05, 2009
The Gold Stocks Sector and The Most Powerful Indicator / Commodities / Credit Crisis 2009
The Gold sector has been performing relatively well over the past month. The price of gold has broken trend line support but is still holding horizontal support and forming a bull flag. Gold stocks and the broad market have been performing well and that has boosted the price of gold stock. Gold bullion has been under pressure, because money is being pulled out of physical gold and put to work in equities, which provides much more potential than gold at current levels.Read full article... Read full article...
Sunday, April 05, 2009
Gold Short-term Bearish Signals / Commodities / Gold & Silver 2009
It wasn't such a good week for gold and it looks like the coming week may not be that great either. My short term moving average of the price of gold has just moved below my intermediate term moving average price. This is very often a warning that a short period of negative prices is upon us. But why would gold want to go lower?Read full article... Read full article...
Friday, April 03, 2009
Has the G-20 Saved the Financial World? Gold Bull Market Over? / Commodities / Gold & Silver 2009
The G-20 has authorized $1 Trillion in Funding for the I.M.F. The Trade package and the beefing up of the I.M.F. were achieved how? Through the synthetic currency of the I.M.F. the S.D.R. . [the Special Depository Receipts] and additional U.S.$ to boost the body internationally. This new money is being freshly printed. Yes, they are ‘created'. Just as “Quantitative Easing” relies on newly issued dollars, so does the international funding the G-20 has issued. The difference is that this policy is an international issue of money so will not be seen in any national context.Read full article... Read full article...
Friday, April 03, 2009
Instability & Depletion Add Uncertainty to Energy Sector / Commodities / Energy Resources
Energy use correlates closely with economic growth. Last month the World Bank forecast the global economy will likely shrink for the first time since World War II. International trade will decline by the most in 80 years according to the report, a stark trend in an economy that has been ‘globalized' over the last several decades.
Both the IMF and World Bank forecast developing nations will bear the brunt of the economic contraction as they face huge shortfalls to pay for imports and to service debts. “This crisis is the first truly universal one in the history of humanity,” a former IMF Managing Director.
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Friday, April 03, 2009
Good Reason for Optimism in Industrial Metals Investing / Commodities / Metals & Mining
Leonard Melman, prodigious writer (The Melman Report) and leading authority in the metals and mining arenas, sees opportunity for some "really good moves" and "fabulous returns" on the horizon, citing vibrant charts on random juniors whose values have multiplied during the last six months. Also noting the possibility of some "good price pops" in the metals themselves, Leonard considers the price of the base metals as a real key to the future of the economy. On the other hand, he shares some serious concerns about the economy in this exclusive interview with The Gold Report. For example, he is alert to several "ominous red flags" that warn of the potential for devastating hyperinflation and worries that the Humpty Dumpty of savaged financial assets may be beyond repair.Read full article... Read full article...