Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, December 30, 2008
Gold Investors Ending 2008 in Profit / Commodities / Gold & Silver
THE WHOLESALE PRICE OF PHYSICAL GOLD slipped in London on Tuesday, retreating 2% from yesterday's early 11-week high to trade at $871 an ounce.
World stock markets rose and crude oil fell in thin holiday trade. Bond prices pushed higher again, driving yields still further below inflation.
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Monday, December 29, 2008
USO Crude Oil ETF Gives Back Gains / Commodities / Crude Oil
Forces of Deflation Remain Strong as Oil Gives Back Gains - Wow, the US Oil Fund ETF (NYSE: USO) gave back all its gains from earlier this morning, which means the USO declined nearly 7% since its pre-opening up-gap. What this tells us (perhaps) is that Mid-East hostilities and saber rattling or not, it is unlikely that the crude oil complex will put in a "V" bottom.Read full article... Read full article...
Monday, December 29, 2008
Gold and Silver Market Price Manipulation / Commodities / Gold & Silver 2009
Here is an article you may want to forward to your favorite mining CEO. This article deals with the blatant manipulation that has been occurring in the gold and silver markets, and offers a solution. While this scandal has been going on for many years, at last more and more people are becoming aware that it is going on.Read full article... Read full article...
Monday, December 29, 2008
Gold Hits New Record £600 for UK Buyers / Commodities / Gold & Silver 2009
THE PRICE OF GOLD jumped once again in thin Asian trade early Monday, adding to Boxing Day's 3% gain to reach an AM Gold Fix in London of $881 an ounce – the best level vs. the Dollar since Oct. 10th.Read full article... Read full article...
Monday, December 29, 2008
Crude Oil 2009 Golden Opportunity for Investors / Commodities / Crude Oil
Jason Simpkins writes: Oil prices have fallen 70% since hitting a record $147.27 a barrel in July, which means in just five months, crude has given up all the price gains it made in the past four years.
After such a wrenching plunge, many analysts believe the outlook for the “black gold” remains bleak – and in the short term it certainly is. In the long run, however, dwindling supplies, resurgent demand, and a lack of investment will cause crude oil to double, triple, or even quintuple in price over the next few years.
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Friday, December 26, 2008
Stock Market Chaos on the Horizon? Invest in Real Assets / Commodities / Gold & Silver 2009
Buckle your seat belts. Bob Moriarty, 321gold.com founder, pulls no punches in his latest exclusive interview with The Gold Report. He sees a short-term rally in the stock market but paints a very sobering longer-term picture with "guaranteed hyperinflation." He believes precious metals and other “things” are the only safety nets.Read full article... Read full article...
Friday, December 26, 2008
Gold Review 2008 and Outlook Forecast 2009 / Commodities / Gold & Silver 2009
What happened to gold in 2008? In 2008, the gold market began the year with a normal bull market pullback from its highs of $1,035 to the very low $900 level. Jewelry had already begun to recover as the gold price dropped, but then the impact of the "investor meltdown", through forced selling by investors, selling what they could to cover losses in other markets, hit gold too. To make matters worse, in the U.S.A. so many investors had paid, from only a 10% deposit up to a 50% deposit, on the shares they owned.Read full article... Read full article...
Friday, December 26, 2008
The Ghost of Crude Oil Futures (Part 1) / Commodities / Crude Oil
John Whitehall writes: Most people have heard the phrase, “it takes a big man to admit when he's wrong”.
Well, I'm about 5'9”, and I don't believe that people should be exalted when they do something that they're supposed to do. It doesn't make you a big man, it makes you honest. You're supposed to be honest.
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Friday, December 26, 2008
Gold Secular Bull Market Investing Fundamentals / Commodities / Gold & Silver
Gold belongs in every investor's portfolio. It is totally unique among financial assets, a physical metal commanding timeless and universal intrinsic value. It is a rock of stability in a chaotic world, a stark contrast to the complex web of mere promises to pay that is our modern faith-based financial system. Without gold, true diversification and protection from systemic risk is impossible.
Gold's fundamentals are dazzlingly bullish. Like everything else on the planet that is freely bought and sold, gold's price today and in the future is a direct function of its supply and demand. As long as its global demand exceeds its global supply on balance, gold's price will continue powering higher in its secular bull. While it has already come far from its humble beginnings in the $250s in April 2001, it has a long way to run yet.
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Friday, December 26, 2008
Silver and Gold More Than Just A Christmas Carol / Commodities / Gold & Silver
Silver and gold, silver and gold
Ev’ryone wishes for silver and gold
How do you measure its worth?
Just by the pleasure it gives here on earth
... or so goes the well-known Christmas carol you've probably heard several times already during this holiday season. But aside from the decorations in your home and office, how much gold do you actually own right now in your portfolio?
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Friday, December 26, 2008
Insolvent Financial System Signals Much Higher Gold Price / Commodities / Gold & Silver 2009
Many people are very confused these days. They should be. Slowly the nation is coming to grips with a harsh reality that a garden variety recession has not dug its roots inside the body economic of the United States. This is much worse. This is an economic and financial system horribly plagued by insolvency, with vicious cycles causing severe momentum in the damage, where the entire system is facing potential ruin in a disintegration sequence during a virtually unstoppable liquidation process.Read full article... Read full article...
Wednesday, December 24, 2008
Uranium Investing- Analysts Forgot Yellow Cake / Commodities / Uranium
Nicholas Jones writes: The financial analytical business is one of comic and irony. During prospering economic times, the aggregate success of financial analysts' ability to make their clients money is very high on a percentage basis.
When the economic worm turns, the field of financial analysis turns into this sort of absurd puppet show. It's really a simple notion. It's just easier to make money in bull markets.
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Wednesday, December 24, 2008
Gold Trends Lower as Financial Markets Shutdown for Christmas / Commodities / Gold & Silver
SPOT GOLD slipped into London's long Christmas break on Wednesday but held inside a tight range, dropping $5 an ounce at the AM Gold Fix of $836.75 as world stock markets also fell in thin holiday trade.The London Bullion market – center of the world's wholesale dealing – is now closed until Monday 29th Dec. European stock markets, like New York, close at lunchtime.
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Wednesday, December 24, 2008
Jay Taylor: Time to Start Hoarding Gold Mining Stocks? / Commodities / Gold & Silver Stocks
The world's economic woes may be far from over, but deflation or inflation, gold is as good as it gets, according to Jay Taylor. Jay, whose passion for the king of metals prompted him to pursue geological studies after earning his MBA in finance and investments, has established an enviable track record in the markets. According to webeatthestreet.com, “J. Taylor's Gold & Technology Stocks Model Portfolio has more than tripled its value since January 2000 while the S&P 500 has barely moved.”Read full article... Read full article...
Tuesday, December 23, 2008
Will Lower Gold Impede Crude Oil's Turnaround? / Commodities / Crude Oil
One of our subscribers asked today that if we think the US Oil Fund ETF (NYSE: USO) is going higher, then wouldn't that be bullish for gold, if only temporarily? And vice-versa: If the SPDR Gold Shares (NYSE: GLD) is headed lower, as we are seeing (today), would not that take the USO down also?Read full article... Read full article...
Tuesday, December 23, 2008
Silver Price Forecast 2009 / Commodities / Gold & Silver 2009
Although silver's gains on the recent dollar plunge were relatively modest they were nevertheless technically very significant as they have resulted in it staging a clear breakout from the severe downtrend in force from July, and have thus set the stage for much greater gains in the future. Before going further it should be stated that much of what has been written and highlighted in the Gold Market update applies equally well to silver, and silver investors should therefore refer to the latest Gold Market update for this infortmation.Read full article... Read full article...
Tuesday, December 23, 2008
Gold and Silver Forecast 2009 / Commodities / Gold & Silver 2009
Gold Outperformed Most Assets in 2008 - Gold Up 3.9% in USD; Up 5.3% in EUR and Up 34.4% in GBPToday’s London AM fix (23/12/08) was $844.01 (USD), £570.85 (GBP) and €603.72 (EUR). At the start of 2008 ( January 2nd 2008), gold’s London AM Fix was at $840.75 (USD), £424.81 (GBP) and €573.34 (EUR).
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Tuesday, December 23, 2008
Gold Could Take-off During 2009 as Governments Print Money / Commodities / Gold & Silver 2009
Gold Holds Tight as Financial Crisis Claims Belgium Government; "Could Flourish" in 2009 on Negative Real Rates & Money Printing
THE SPOT PRICE of gold held in a tight $5 range early in London on Tuesday, recording an AM Fix of $844 an ounce as European stock markets bounced from yesterday's sharp losses and crude oil ticked back below $39 per barrel.
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Monday, December 22, 2008
IEA Study: Global Energy Supplies Remain a Concern / Commodities / Crude Oil
The International Energy Agency (IEA) published a study last month that repeated their warning that excessively low energy prices will discourage investment in exploration and production in light of the steadily rising costs of extracting and processing oil from increasingly difficult places. The lack of sufficient investment has serious implications for future energy supplies once the global economy recovers from its current descent according to the IEA.Read full article... Read full article...
Monday, December 22, 2008
Crude Oil Price Deflation Most Oversold Since the Great Depression / Commodities / Crude Oil
Most financial commentators, even the well-known and respected ones, just don't get it. They don't understand what's happening in macro-conditions because they fail to accept the understanding that sentiment, as measured by speculator betting practices in the various options markets populating the landscape, is the single most important driver of prices in our mature fiat currency based financial markets. What this means is no matter how much money and bailouts our bureaucracy sponsors, until the collect mind changes, as measured by rising open interest put / call ratios on the major US indexes, meaning the speculators are becoming more pessimistic, in general, prices will keep falling. Of course this can change, and corrections (higher at present) will occur, however if you are waiting for unbridled monetary and fiscal largesse to result in hyperinflation with declining numbers of bearish equity market speculators to squeeze, you are likely in for a disappointment.Read full article... Read full article...