
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, October 10, 2007
Gold and Silver Fundementals Have Changed Due To New Demand For Real Money / Commodities / Gold & Silver
By: Richard_J_Greene
Both gold and silver have had attractive and improving supply and demand fundamentals for many years running. Demand for gold jewelry has exceeded mine supply with Central Bankers making up the shortfall with what is by far their most precious reserve asset. The stated reason was to achieve higher income while the real reason was to suppress the price. If you believe their stated reason then you also probably believe that the reason the Fed stopped reporting the M3 money supply numbers in 2006 was to save money as they explained.Read full article... Read full article...
Wednesday, October 10, 2007
Gold Rises as European Stocks Miss Out on US, Asian Surge; Also Hits New 17-Month High vs. the Euro / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES continued to tick higher during the Asian and early European sessions on Wednesday, gaining more than $6 per ounce from last night's US close to reach $744 by lunchtime in London.Read full article... Read full article...
Tuesday, October 09, 2007
Gold & the End of History's Holiday, Bloombergs Article Implies Mainstream Consensus is Still Opposed to Gold / Commodities / Gold & Silver
By: Adrian_Ash
"...The 1990s failed to mark the end of history. It just took a short holiday, instead – and at the very same time, historians and pundits alike announced the 'death of gold', too..."
IF WHAT YOU THINK depends on where you sit, then in early 2000, the Oxford historian Niall Ferguson – like pretty much everyone else who pulled up a chair and took a look – sat two decades into the final demise of gold as a valuable asset.
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Tuesday, October 09, 2007
Gold Stocks Expected to Continue to Consolidate After Recent Gains / Commodities / Gold & Silver
By: Gold_Investments

Gold has continued to weaken in Asian and early European trade after yesterday's nearly 1% sell off. Gold was down $8.70 in New York from $741.30 to $732.60.
Gold was trading at $729.50/ 730.00 at 1200 GMT. Gold's weakness is likely due to profit taking and the U.S. dollar continuing to strengthen and oil prices and commodities weakening on concern regarding the robustness of the U.S. economy.
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Tuesday, October 09, 2007
Gold Stocks to Soar as Credit Crisis Turns Into Currency Crisis / Commodities / Gold & Silver Stocks
By: John_Mauldin

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Tuesday, October 09, 2007
Gold Slips as Commodities Sell Off on Output & Stockpile Forecasts; Equity Traders Fear Sharp Drop in US Stocks / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES slipped further overnight, taking the pullback from Oct. 1st's 27-year high to 2.4% as commodity prices fell across the board and traders awaited minutes from the Federal Reserve's most recent interest-rate meeting for a signal on future US policy.Read full article... Read full article...
Monday, October 08, 2007
Gold Under Comes Under Pressure / Commodities / Gold & Silver Stocks
By: Mike_Paulenoff
The streetTRACKS Gold Shares (NYSE: GLD) is under pressure today with the entire commodity complex, but the weakness has not inflicted any meaningful damage to the overall dominant uptrend off of the August low at 63.47. Only a break below 71.15 will begin to compromise my still bullish outlook.Read full article... Read full article...
Monday, October 08, 2007
Aussie Junior Gold Mining Stocks Play Catch Up / Commodities / Gold & Silver Stocks
By: Neil_Charnock
Aussie Junior companies have been hot for over two years now – pick the right ones and you are making big money fast and there is a classic pattern forming that indicates a new cycle has only just begun. The bottom made in April 2005 has been followed by two distinct up-legs and both ended in a sharp correction. If you also invested when we suggested – bringing money into Australia from the US you have been making even bigger money as our Dollar is in an uptrend against the USD. I have included a chart of the ASX Gold juniors (which is provided as a live link on GoldOz thanks to our friend Nick Laird at Sharelynx) as proof of this directly below.Read full article... Read full article...
Monday, October 08, 2007
Gold Facts Ignored by Bloombergs Biased and Unbalanced Article / Commodities / Gold & Silver
By: Gold_Investments
GoldGold has traded sideways in Asia and down in early European trading and was trading at $736.50/ 737.00.
As expected after six weeks of rising prices, gold took a well earned rest last week and was down by a marginal $1.50 for the week.
Continuing consolidation may be expected and there appears to be strong support in the low $720s. However, gold could continue to surprise to the upside as it has done previously.
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Monday, October 08, 2007
Gold Falls vs. the Dollar, But Holds Steady in Euros; Hits New 23-Year High for Japanese Buyers / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES fell in early trade on Monday, slipping 0.5% in Asia and then dropping further to bounce off $736.50 twice in London this morning. That level also marked the AM Fix in London , recording a loss of more than $9 per ounce from last week's start.Read full article... Read full article...
Monday, October 08, 2007
Silver to Rocket on US Dollar Crash / Commodities / Gold & Silver
By: Clive_Maund
We succeeded in sidestepping a hefty reaction in silver early last week, but while gold has already made good most of its losses of early last week, silver has not - yet, and long positions can therefore be reinstated at a better price, although some traders may prefer to wait for the "triple breakout" referred to in the Gold Market update before going long.Read full article... Read full article...
Monday, October 08, 2007
Gold and Silver Analysis - Precious Points: T-minus five, four, three … / Commodities / Gold & Silver
By: Joe_Nicholson
The biggest threat to metals right now is still the May 2006 highs and the perception that we could be in a corrective pattern from those levels. If so, the summer's lows in gold would have to be taken out, though probably not by much given the strength of the underlying fundamentals and the beginning of positive seasonality. The market's response to a busy week for economic data, including ISM figures, auto and truck sales, and employment reports, and the ECB meeting, will give a clearer picture by next weekend.Read full article... Read full article...
Monday, October 08, 2007
Gold Break Out Expected As US Dollar Crashes Through Major Support / Commodities / Gold & Silver
By: Clive_Maund

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Sunday, October 07, 2007
Weekly Gold and Silver Technical Analysis Report - 7th Oct 07- Technically Precious with Merv / Commodities / Gold & Silver
By: Merv_Burak
We had a little scare earlier in the week but it may be all over now -- or is it? Will world events control the fortunes of gold or will it be the US $? Push/pull, whatever.
URANIUM
Before getting into my weekly precious metals commentary I thought I'd bring to your attention a new blog that was launched this past week. Over the past year or two I have had many readers asking questions about uranium stocks. Many have suggested that I should include a uranium commentary with these commentaries. This led to the creation of a blog that is dedicated to discussing daily and weekly activities of uranium stocks.
Sunday, October 07, 2007
Precious Metals and the Gold Bugs Headed Higher? / Commodities / Gold & Silver
By: Robert_McHugh_PhD

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Saturday, October 06, 2007
Emergency Capital and Exchange Controls Would Benefit Gold / Commodities / Gold & Silver
By: Julian_DW_Phillips
When Exchange Controls were imposed in Britain in 1971 the country was caught off-guard by the speed of their imposition. That was when the gold price really took off eventually rising from $42 an ounce to $850 in the 1980's.Read full article... Read full article...
Friday, October 05, 2007
Gold and HUI Bull Seasonals Point to Strong Gold Bull Market Rally / Commodities / Gold & Silver
By: Zeal_LLC
As the nights lengthen, the leaves change color, and the chill winds of autumn begin to blow, the seasons are on everyone's mind this time of year. But it is not only these natural seasons driven by orbital mechanics that are changing. The most bullish seasonal time of the year for the precious metals and their miners is nearly upon us.
The mere fact that precious metals have seasonal tendencies is often surprising to traders. Everyone can understand why a soft commodity like wheat is seasonal. Due to the Earth's axial tilt and its annual revolution around the sun, there is one primary growing season in the northern hemisphere. Thus wheat supplies typically peak just after harvest before shrinking until the next harvest. Since the celestial seasons affect supply, and supply and demand drives prices, the Earth's seasons play a major role in wheat price trends.
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Friday, October 05, 2007
Gold and Silver: You Can Trade This Bull Market / Commodities / Gold & Silver
By: Bob_Kirtley
What a difference a month makes! Gold closed at $731 and the HUI hit 400 , which makes the job of writing this update more of a pleasure. We will start with both the chart of the HUI and the chart of gold. Both have moved to higher ground aided by the Federal Reserve who pitched in with a 50 basis points rate cut. The US dollar weakens and gold strengthens as their inverse relationship continues.Read full article... Read full article...
Friday, October 05, 2007
Gold Slips on Third Day of "Healthy Correction" as US Jobless Claims Rise / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES slipped yet again in London on Thursday morning, recording the third falling AM Fix on the run at $726.75 per ounce.
On the currency markets, both the British Pound and the Euro gained a cent from yesterday's one-week lows against the US Dollar, after the Bank of England and European Central Bank both kept their interest rates on hold.
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Thursday, October 04, 2007
Your Next Big Profits from Gold, Agricultural, OIl Water Stocks / Commodities / Agricultural Commodities
By: Money_and_Markets
Larry Edelson writes: On July 26, I told you the dollar's demise was going to dramatically affect you in myriad ways, not the least of which would be soaring commodity prices — especially gold — and falling stock prices.
Then, on August 23, I said the second phase of the inflationary commodity boom was about to explode higher, as the subprime mortgage crisis hit the U.S. economy hard, and that Fed Chairman Ben Bernanke would flood the economy with paper money.
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