Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, July 06, 2007
Gold & Dow Jones Update - Policy Implications / Commodities / Gold & Silver
By: Brian_Bloom
Regular Readers will be aware of the fact that I have recently had the temerity to stick my neck out and call for a strong rise in the Gold price and precious metal related investments.
The two charts below – courtesy Bigcharts.com – are particularly illuminating
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Friday, July 06, 2007
Gold: The Fundamental Rules / Commodities / Gold & Silver
By: Adrian_Ash
"...Asia's booming economies are colliding with its traditional love of gold. If you like unstoppable investment trends, it might pay to take note..."
SO THE FUNDAMENTAL rules still apply in the credit markets then – and complex mortgage derivatives leveraged to the Nth degree still need the original home-buyer to meet his monthly repayments if they're to avoid blowing up.
You might have expected someone at Bear Stearns...then Queens Walk in London...and now Italease in Milan, Italy...to have spotted this simple fact.
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Friday, July 06, 2007
Outraged At Oil Companies, But Not Chicken Farmers? / Commodities / Agricultural Commodities
By: Michael_K_Dawson
As gas prices continue going up, the debates are getting more emotional. About a month ago I had an interesting discussion or should I say argument about escalating gas prices. My “friend” adamantly put the blame on the oil companies. My argument about a few billion new entrants into the global economy creating supply/demand imbalances fell on deaf ears.Read full article... Read full article...
Friday, July 06, 2007
Global Demand for Gold is Increasing - Global Gold 3 / Commodities / Gold & Silver
By: Zeal_LLC
As American investors and speculators in precious metals and their miners, it is really easy to lapse into a provincial perspective. Although the American PM markets are certainly very important, there is a massive world out there beyond our country. The entire populace of the United States represents less than 5% of the world's people, and a similar tiny fraction of potential investors.
We Americans have been incredibly blessed with unparalleled per-capita wealth, and it is great to see other nations around the world thriving economically too. In any country more free enterprise ultimately leads to better standards of living and more surplus capital to invest. Some of this capital will certainly find its way into gold, the ultimate long-term investment throughout human history.
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Friday, July 06, 2007
Daily London Gold Market Report - Gold Under Pressure / Commodities / Gold & Silver
By: Adrian_Ash
GOLD MOVED in a $4 range early Friday, reaching lunchtime in London little changed from Thursday's sell-off at $649.50 per ounce.
"As the metal continually fails to make its mark above the 100-day moving average," says the latest technical analysis from Standard Bank in Johannesburg , "it should remain under pressure in the near term.
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Thursday, July 05, 2007
Beijing to Increase More Natural and CBM gas for 2008 Olympics / Commodities / Natural Gas
By: James_Finch
Where do you turn and what do you to when your city is among the filthiest in the world?In Seoul, South Korea, public officials pressured food vendors to stop selling roasted canines during the 1988 Olympiad to avoid giving the city and country a bad name among the tourists.
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Thursday, July 05, 2007
Daily London Gold Market Report / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES moved gently higher against the US Dollar in London on Thursday, adding $2 per ounce from the overnight start in Asia to break $656 just before the US open.
"People are reluctant to take new positions ahead of New York trade today after the Fourth of July holiday," reckoned Shuji Sugata at Mitsubishi Corp. Futures in Tokyo , to Bloomberg earlier.
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Wednesday, July 04, 2007
Gold Thoughts - Loss of US Manufacturing Means Little Benefit From Depreciating Dollar / Commodities / Gold & Silver
By: Ned_W_Schmidt
Economists spend considerable time fantasizing about a world than only exists in theory. If they become really good at it, they can move on to managing a speculative hedge fund. In that world, fantasizing has been elevated to a new higher level, one that uses computer algorithms.Read full article... Read full article...
Tuesday, July 03, 2007
Rising Sea Levels To Endanger Nuclear Power Future / Commodities / Climate Change
By: Bob_Kirtley
One of the primary reasons for the building of more nuclear power plants today is to combat global warming and climate change, as nuclear power is relatively free of carbon emissions. However if this is to be used as a reason for building more plants, then this implies that the theory of global warming and its effects, such as sea levels rising are to be believed.Read full article... Read full article...
Monday, July 02, 2007
Gold - Keep an Eye on Newmont Mining / Commodities / Gold & Silver Stocks
By: Mario_Innecco
The share price of Newmont Mining, the second biggest gold minig company in the world, recently touched an almost two year low of $38.08 on the 27th of June. This was the lowest level for NEM (ticker symbol) since August 2nd, 2005! It also marked a very significant drop from the high of $62.72 reached on January 31st, 2006.Read full article... Read full article...
Monday, July 02, 2007
How Do You Make Money in Gold Stocks? / Commodities / Gold & Silver Stocks
By: David_Vaughn
The uranium price remains over 135 dollars per pound and seems content to remain climbing.
It amazes me how depressed and skeptical everyone becomes when a target price objective is not met. I suppose it's hard to remember what the original objective of the game is. And the objective is to make money in natural resource stocks. Is that objective being met? For those who had the good sense to listen to solid advice and purchase the best precious metals companies.
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Monday, July 02, 2007
Turning Bullish on Precious Metals / Commodities / Gold & Silver
By: Jordan_Roy_Byrne
Gold's divergence since April was and still is troubling. Despite that divergence, multiple different indicators are now signaling that the precious metal sector could be at or approaching a major bottom. Though gold did break its uptrend from October 2006, it has failed to breakdown in a manner that would deem significant its recent underperformance. Another term for a breakdown that doesn't follow through is "shakeout." The converse is when a breakout occurs but isn't sustained.Read full article... Read full article...
Monday, July 02, 2007
US Gasoline Prices Expected to Fall to Under $1.50 / Commodities / Gas - Petrol
By: Nadeem_Walayat
US Unleaded Gasoline futures prices peaked in April at $2.45, subsquent attempts have failed to clear that peak with the trend increasingly looking set to follow the pattern of behavior as in previous years, which implies an eventual decline to below $1.50.Read full article... Read full article...
Sunday, July 01, 2007
Weekly Gold and Silver Technical Analysis Report -1st July 2007 - Technically Precious with Merv / Commodities / Gold & Silver
By: Merv_Burak
Despite a small up tick near the week-end gold is still tracing a slow and steady downward slope. Will it accelerate or come to an end? --- Only THE SHADOW KNOWS (real old timers will remember).
The U.S. Dollar Index
A year or two back I used to review the US $ occasionally, and especially with the P&F chart. I was asked recently why I no longer do so. I had decided to concentrate on gold and silver and so the US $ reviews were just set aside. For old times sake here is the latest P&F of the US $ Index and a brief summary where it's at. The chart and summary are both from a longer term stand point.
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Saturday, June 30, 2007
Commodities Continued Upward pressure / Commodities / CRB Index
By: Donald_W_Dony
KEY POINTS:• CRB Index continues to slowly turn up
• Oil hits resistance level at $69 to $70; July should begin seasonal uptrend to target
• Natural gas remains pinned under $8.25 level; testing January/2007 lows
• Broad consolidation for gold above $640; support throughout the summer
• Base metals develop short-term easing of prices in July; main trend is still up into July.
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Saturday, June 30, 2007
Gold and Silver Analysis - The Beauty of Bernanke's Machine / Commodities / Gold & Silver
By: Joe_Nicholson
The metals can't be held down forever, but that doesn't mean that there isn't one last blast up the sleeves of their opponents, that even from here or hereabouts there couldn't be another selloff like we saw last September… If the Fed acknowledges … the weaker inflation data this could keep their overall posture in balance and signal a return to the prosperity enjoyed by all markets over the last twelve months. For a while. ~ Precious Points , June 24, 2007 Read full article... Read full article...
Friday, June 29, 2007
Silver Coiled and Ready to Spring / Commodities / Gold & Silver
By: Roland_Watson
Back in the middle of April I wrote an article that suggested a price pattern for silver that has not been publicized much. In an often polarized area of debate, it was a position that was neither bullish nor bearish but rather a suggestion that silver would drop into a channel formation prior to its next price explosion. I quote from the article:
Note how after the big drop in April 2004, silver also advanced in a similar fashion to our current moves on a rising trend line until the old highs of $8.50 were nearly taken out in December 2004. However, this trend broke to the downside to begin a channel movement for silver for some months before the true breakout occurred in September 2005.
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Friday, June 29, 2007
Gold Sales - The Reasoning Behind Switzerland's Policy Decision / Commodities / Gold & Silver
By: Julian_DW_Phillips
The classic question has to be asked again, what is the price of gold? If we answer $xxx, then we have to ask the next question, what is the price of a $?
Is the $ so reliable a store of value that it can be used as a measure of gold? This questions the very foundation of the paper currency system. Can one trust the $ or even the international monetary system? It's all a question of degree.
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Friday, June 29, 2007
Lead Bull Market / Commodities / Lead
By: Zeal_LLC
There is no denying the fact that we are in a long-term secular bull market for nearly all commodities. And the transformation our global economy is undergoing is unparalleled to anything we've seen in modern history. An economic supercycle has emerged in which a vortex of demand is sucking in commodities with relentless fury.
As suppliers feed the powerful spiraling current, they continue to struggle to meet demand as even record-high prices can hardly stand as a deterrent in suppressing its force. And the industrial metals that are indispensable in their role in building this economy are beginning to take center stage among the commodities investors.
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Friday, June 29, 2007
Silver Miners: It is not good enough to be good / Commodities / Gold & Silver Stocks
By: Bob_Kirtley
Having spent a good chunk of my career involved with major construction projects I have gained experience in the Engineering, Procurement and Construction (EPC) timeframes of a variety of projects.
The reason we are bringing this to your attention as investors is in response to our mailbag, which currently has a theme of: “I bought this mining company a couple of weeks ago and they have not produced any metal yet”
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