Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, October 04, 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
Stagflation-Proof Yourself with Agriculture Commdodity Investments / Commodities / Agricultural Commodities
By: Michael_Pento
In addition to monetary inflation, which I wrote about in part one of this series, another well known-driver for the higher prices in agricultural commodities has been the use of corn for the production of ethanol. That increase in the intrinsic value of corn has translated into higher prices for other agricultural commodities because land replanted for the growing of maize means less available for the production of wheat, soybeans, cotton, etc.Read full article... Read full article...
Thursday, October 04, 2007
Gold Consolidating and Expected to Resume Uptrend / Commodities / Gold & Silver
By: Gold_Investments
GoldGold was flat yesterday and was up 20 cent from $729.70 to $729.90.
It traded slightly down in the New York Access market and has traded sideways in Asian and early European trading. At 1200 GMT gold was trading at $727.40
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Thursday, October 04, 2007
PEAK GOLD - A Primer on the Economics of Gold Mining / Commodities / Gold & Silver Stocks
By: Professor_Emeritus
Barrick Gold Mining Company Execs Continue to Exercise Options and Sell Shares: In Part Four I revealed that when it comes to owning Barrick shares, the two top Barrick executives, CEO Greg Wilkins and CFO Jamie Sokalsky have voted with their feet. In retrospect it looks more like a stampede of insiders out of Barrick shares and options. Read full article... Read full article...
Thursday, October 04, 2007
Gold Forecast - Gold Price Is Being Driven By Macro-economics and Currencies / Commodities / Gold & Silver
By: Julian_DW_Phillips
We mentioned briefly in the market section at the start of this issue that there has been a change of tides, and possibly a change as fundamental as a change of current. Yes, last week will be seen in history, as an important one for the global economy and gold alongside other precious metals. We write this section because until last week the price range of gold was seen only in the context of May 2006 price ceiling of $730.Read full article... Read full article...
Wednesday, October 03, 2007
Brazilian Ethanol – Not the Solution But Part of the Energy Solution / Commodities / Ethanol
By: David_Urban
Worldwide, the United States is the largest producer of ethanol with Brazil running in second place. Brazil is the largest exporter with significant land available to ramp up production.
Ethanol in Brazil started in 1975 when the military government started a program which gave consumers tax breaks if they purchased ethanol-powered cars and fixed prices and purchased farmers production. The government also invested in research which has improved the yields three-fold in the past 30 years.
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Wednesday, October 03, 2007
Uranium Investing - A Distant Metal Thunder / Commodities / Uranium
By: Money_and_Markets
Sean Brodrick writes: Earlier this year, uranium was on a roll, then the price swooned. Uranium mining stocks tumbled even further. What went wrong?
Uranium users balked at the high prices, and they put off buying today what they could buy in a few months. At the same time, new supply came on the market, some from speculators and some from the government's stockpiles.
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Wednesday, October 03, 2007
AGRI-FOOD THOUGHTS - Chinese Consumption of Soyabeans Soars / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Grains prices continue to ride to historical highs on the shifting demand patterns around the world. Led by higher incomes in China and India, a consequence of rapid economic growth, consumption of food will set new records each year for the next two decades. Chart below shows the incremental annual demand for soybeans coming from several nations.Read full article... Read full article...
Wednesday, October 03, 2007
Derivatives Implosion Benefits Gold Bull Market / Commodities / Gold & Silver
By: David_Vaughn
"Time to Trim The Wicks!”
Is not this gold bull simply amazing? Though I will share with you that there are a lot of gold investors waiting for gold to crash back down to 640. Sorry folks. Ain't going to happen.
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Wednesday, October 03, 2007
Gold Safe haven as US Dollar Under pressure on Recession Concerns / Commodities / Gold & Silver
By: Gold_Investments
GoldGold took a well earned and well signposted breather yesterday after its recent large rally. Gold was down 2.4% from $747.40 to $729.70.
It recovered towards the end of trading and rose in the New York Access Market and in early trading in Asia.
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Wednesday, October 03, 2007
Gold Dips After Overnight Bounce; Central Banks to Stay "On Hold" as Inflation Rises, Growth Slows / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES gave back an early 0.5% rally in London on Wednesday to bounce off $731 just ahead of the US open.Read full article... Read full article...
Tuesday, October 02, 2007
Waiting to Sell Short the Energy Sector ETF (XLE) / Commodities / Oil Companies
By: Mike_Paulenoff
The S&P Select Energy ETF (AMEX: XLE) is at a crossroads right here. On one hand, I can make the case that all of the action since the 9/21 high at 76.30 represents a high-level congestion area between 76 and 73.50, which when complete (in a matter of hours) should resolve itself in one more thrust to new highs that projects to 78-79 prior to the end of the entire upleg from 8/16 (62.73).Read full article... Read full article...
Tuesday, October 02, 2007
Gold Sell-off from 28year Highs Expected to be Short-lived / Commodities / Gold & Silver
By: Mike_Clark
GoldGold made a new 28 year high close on the COMEX in New York yesterday. It closed at $746.90 and has sold off in Asian and early European trading.
The dollar has rallied and oil sold off which may be leading to profit taking in gold. Gold was due a breather after the large run up in recent weeks and profit taking and consolidation is to be expected.
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Tuesday, October 02, 2007
Spotting Value in Gold Mining Stocks / Commodities / Gold & Silver Stocks
By: Adrian_Ash
"...Why are gold-mining stocks lagging the gold price so badly – and what can mining exec's do to fund their operations from here...?"
WHAT'S UP with gold mining stocks?
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Tuesday, October 02, 2007
Gold Stocks Expected to Correct During October / Commodities / Gold & Silver Stocks
By: David_Petch
The short-term Elliott Wave chart of the HUI is shown below, with the thought path denoted in green. I expect the HUI to hit 401-403 on Monday AM, to complete wave (1).[1].III. Wave (2) should take approximately 4-5 weeks to complete, bottoming around early November. As mentioned last week, wave 1 was longer in time than wave 2, suggestive that wave 1 was to be the longest wave in 2/3 of time, price or complexity for all impulsive waves of Minor Degree (pink).Read full article... Read full article...
Tuesday, October 02, 2007
Gold Suffers Worst Drop in 7 Weeks as Euro Sinks; Expect Physical Demand to Rise; Global Credit Crunch Yet to End / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES sank in Asian and early London trade on Tuesday, dropping 2.1% from the overnight close in New York – when the Dow Jones index of US equities recorded a new all-time high – to bounce off $732 per ounce and deliver gold's sharpest losses since Aug.16th.Read full article... Read full article...
Tuesday, October 02, 2007
Soybeans October Market Secret / Commodities / Agricultural Commodities
By: George_Kleinman
Today I plan to share with you this market “secret”: Soybeans exhibit a very strong tendency to form a seasonal price bottom during the month of October. This bottoming tendency is the result of harvest selling pressure because many farmers sell their crop right out of the fields to generate cash.
This year, with soybean prices relatively high, this market behavior could be even more pronounced than usual. After the harvest selling pressure subsides, the soybean market usually exhibits a profitable post-harvest rally trading opportunity.
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Monday, October 01, 2007
How Central Bankers Control the Gold Price / Commodities / Gold & Silver
By: Adrian_Ash
"...What is it with leading commercial banks – first Credit Agricole...now Citigroup – and their accusations of wanton gold-price manipulation by central bankers...?"
"IT WAS SO embarrassing... "I mean, who in the hell ever let the guy publish that report? Credit Agricole was a laughing stock. Everyone in the gold industry was amazed. It was just ridiculous..."
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Monday, October 01, 2007
Gold Up as Battered US Dollar Falls to New Low Against the Eur / Commodities / Gold & Silver
By: Gold_Investments
GoldGold made a new 28 year high close on the COMEX in New York Friday and again this morning. It closed at $743.10 on Friday and was up to $746.80 in early trading in Europe.
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Monday, October 01, 2007
Gold Dips as US Open Draws Near; Investment Banks Hit by Credit Crunch; London 's Financial Debt Soars / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES ticked higher in Europe on Monday morning, adding to Sept.'s 10% gain to record an AM Fix in London of $745.25 per ounce, before slipping as the New York open drew near to dip below $744.Read full article... Read full article...