Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, February 25, 2009
Doug Casey: Investment Opportunities Amidst Economic Crisis / Commodities / Investing 2009
Bullion and oil appear in the lineup of power players that Doug Casey thinks investors can count on as the world slips deeper and deeper into what he calls the “Greater Depression.” Despite the raging economic storm and Doug's doubts that Western civilization's governments will take the actions needed to quell it, though, the Chairman of Casey Research is nowhere close to calling the game. In fact, he sees silver lining in the clouds of crisis—opportunity—and expresses optimism that technological advances, coupled with capital rebuilding once over-consumption runs its course, will prevail eventually. The Gold Report caught up with the peripatetic author, publisher and professional international investor between polo matches in New Zealand, one of several nation-states he calls home from time to time.
Read full article... Read full article...
Tuesday, February 24, 2009
Not All Commodities Stocks are Treated Equal (Part 2) / Commodities / Investing 2009
The first part of this two-part series essentially looked into the different effects monetary occurrences and supply and demand fundamentals can have on commodity prices. Monetary authorities around the world are implementing rampart growth in the money supply and quantitative easing in the form of negative real interest rates; meanwhile, the global economy is in free fall. The factors have opposite effects on commodity prices. We came to the logical conclusion that we wanted to give our portfolio exposure to the commodities that have significant monetary uses, aren't cyclical, or both. Two good examples are gold and the grains. I want to be careful with my next statement.Read full article... Read full article...
Tuesday, February 24, 2009
GOLD At $1000 / Commodities / Gold & Silver 2009
Howard S. Katz writes: Here is the great, grand cycle bull market in gold which started in 2001 and has, thus far, multiplied its price by a factor of 4. (The grand cycle bull market in gold of the 1970s multiplied its price by a factor of 25 before it was over.) It is a simple chart, but it has many important lessons (which few understand). On the central economic question of our time — is there going to be currency depreciation or currency appreciation - this chart speaks volumes.Read full article... Read full article...
Tuesday, February 24, 2009
Gold Safehaven Investing- How to Buy Gold Bullion Online with BullionVault / Commodities / Gold & Silver 2009
The gold price continues to respond strongly to the global Zero Interest Rate Policies (ZIRP) and "Quantative Easing" aka "Money Printing" that is increasingly setting the scene for the current price deflation as a consequence of the credit bubble bursting and asset price collapse of 2008 to give way to much higher inflation, Gold as a leading indicator of future inflation has again recently crossed back above $1000. Which according to my forecast for 2009 is now due to trigger an imminent significant correction and potential opportunity to accumulate.Read full article... Read full article...
Tuesday, February 24, 2009
Gold Grows Volatile as Retail Investors Threaten Stock Market Crash / Commodities / Gold & Silver 2009
THE PRICE OF physical gold dipped 1.5% at the New York opening on Tuesday, growing volatile against all major currencies as world stock markets fell for the eleventh session running.Poland's WIG20 index – down by more than one half since Feb. '08 – lost another 0.9% despite pan-European proposals to rescue former Soviet Bloc states.
Read full article... Read full article...
Tuesday, February 24, 2009
Investors Need to Focus on Agri-Foods Structural Bull Market / Commodities / Agricultural Commodities
We have noticed some fundamental differences between the governments of China and the U.S. First, the U.S. government owes the rest of the world almost $11 trillion. China has about $2 trillion of reserves built up over the years. The U.S. Secretary of State was in China this weekend begging for them to buy more U.S. debt. China was noncommittal.Read full article... Read full article...
Tuesday, February 24, 2009
Gold Bull Market Being Driven by Low Interest Rates / Commodities / Gold & Silver 2009
Gold and silver remained resilient yesterday (gold slightly lower; silver slightly higher) despite the continual wave of mini tsunamis shaking the global economy. World stock markets continue to reel from the deterioration of the financial system which is spreading to the global economy and the DJIA fell to levels last seen in 1997 and the Nikkei fell to levels last seen 26 years ago in 1983.Read full article... Read full article...
Tuesday, February 24, 2009
Gold Premiums on Ebay Rise Again Despite Record Prices / Commodities / Gold & Silver 2009
Are you surprised? Once again one can not help but feel a certain unease about the latest and greatest in global economic news. What has once been unthinkable in terms of collapse first became a fringe perspective , then an analyst's opinion , and has now evolved into prime time entertainment . What a difference a year makes…Read full article... Read full article...
Monday, February 23, 2009
Gold Bull Market, More Strength on the Way / Commodities / Gold & Silver 2009
Gold shot up, reaching a nearly one year high today, and rapidly approaching its record high area.
The ongoing current A rise that started last November is the strongest in this bull market and the strongest since 1999. Since this is an abnormally strong 'A' rise in an abnormal world recession, if gold reaches a new record high above $1004, gold will most likely be embarking on the start of a great bull market rise.
Read full article... Read full article...
Monday, February 23, 2009
Investing in Gold Exploration Companies / Commodities / Gold & Silver Stocks
An abridged excerpt from “The Goldwatcher: Demystifying Gold Investing,” co-authored by Frank Holmes, CEO and chief investment officer at U.S. Global Investors . The book, published by John Wiley & Sons, is available from amazon.com and in bookstores.
Investors can improve their odds by learning how to assess the fundamentals of the gold exploration companies. A good tool for this job is what I call “The Five M's.”
Read full article... Read full article...
Monday, February 23, 2009
Gold Slips from $1,000 as Citigroup Nationalisation Rumors Stem Stock-Market Slump / Commodities / Gold & Silver 2009
THE SPOT PRICE of physical gold slipped to $980 an ounce early Monday, dropping 2.5% from Friday's peak above $1,000 as world stock markets crept higher for the first time in 10 sessions.Read full article... Read full article...
Monday, February 23, 2009
Gold Homing in on Long-term Gold/Dow Ratio / Commodities / Gold & Silver 2009
Gold has given up some of last’s weeks very large gains and is down 0.6% after Asian and in early European trading. With gold up some 13% so far in 2009, some correction and consolidation may be necessary prior to overcoming resistance at $1,000/oz.Read full article... Read full article...
Monday, February 23, 2009
Gold Bearish Double Top Pattern? / Commodities / Gold & Silver 2009
The following is taken from our regular weekend update to subscribers. The main question for precious metals investors this week is whether gold is about to form a massive double top. If we pull up the gold chart we have shown on several occasions, we see gold is just about to meet the upper channel line we have suggested it will be bounded by. And guess what? It meets the old NYMEX high of March 17th this week coming. Can anyone say " double top "? The last time gold hit $1000 (March 16th) it peaked the next day and the rest was history.Read full article... Read full article...
Sunday, February 22, 2009
Precious Metals Stocks Lagging Performance About to End... / Commodities / Gold & Silver Stocks
Alot of subscribers have been perplexed by the relatively miserable, laggardly performance of Precious Metals stocks in recent days as gold and silver have soared, especially against various major world currencies. This is one thing which is easy to explain - they have been held in check by a massive wall of overhanging supply that dates back to the extensive trading around the current price for much of 2006 and 2007, which we have looked at earlier on the 4-year chart for the HUI index.Read full article... Read full article...
Sunday, February 22, 2009
Risks of Investing in GLD ETF / Commodities / Gold & Silver 2009
1) GLD does not allow redemptions of its gold bullionGLD failure to allow redemptions in gold is suspicious. In fact, only two gold ETFs worldwide allow redemptions in gold, and both of them are located in Switzerland: Gold ETF from Zurich Kantonalbank (ZKB) and Julius Baer (JBGOUA).
Read full article... Read full article...
Sunday, February 22, 2009
U.S. Dollar Reverses From Resistance Will Gold Follow Suit? / Commodities / Gold & Silver 2009
The US $ broke through resistance but quickly dropped. A false break-out?? In the mean time gold just keeps on trucking. A very little more upside and it will be in new all time high territory.Read full article... Read full article...
Saturday, February 21, 2009
Money Printing Means that Gold Will be the Last Man Standing / Commodities / Gold & Silver 2009
The Gold Report caught up with newsletter writer and commentator Lou Paquette, who launched the website Emerging Growth Stocks in 1995 to provide investors and speculators with a unique alternative to what he saw was a growing problem with corporate governance and conflict of interest on Wall Street. He believes that as people finally begin to realize that gold is the only asset we can count on any more, the bull market will "come out of its shell." He shares some of his favorite mining companies that are well-positioned to ride out these turbulent times.Read full article... Read full article...
Friday, February 20, 2009
Brazil's Ethanol Madness Exposed / Commodities / Ethanol
Robert Bryce writes: For years, the US has been inundated with claims that it should follow Brazil's lead on biofuels. These arguments have largely been made by a small, but influential group of neoconservatives who claim that the US should quit using oil altogether. They claim that using more ethanol – produced from sugar cane, or corn, or some other substance – will impoverish OPEC and America will once again be returned to prosperity.Read full article... Read full article...
Friday, February 20, 2009
Gold vs. Euros: 7-Year No-Brainer Finished? / Commodities / Gold & Silver 2009
"...No, it's not much of a punchline. But perhaps owning gold will at least raise a smile..."
FOR THE BEST PART of seven years, it was a real no-brainer: Buy Gold , sell the Dollar.
Read full article... Read full article...
Friday, February 20, 2009
Gold Breaks Above $1,000/oz on Global Safe Haven Demand / Commodities / Gold & Silver 2009
Gold has again risen above the important level of $1,000/oz due to increasing safe haven demand on the unprecedented and worsening global financial and economic conditions.Read full article... Read full article...