Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, October 02, 2012
Commodity Stocks Investing: Improving Returns With No Extra Volatility / Commodities / Commodities Trading
Commodities are the necessary building blocks of the world. Glance around you--commodities are what the world needs to live and prosper and are everywhere you look. The world's seven billion people need resources, and that's why we recommend investors consistently allocate a portion of their portfolio to a natural resources investment.
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Monday, October 01, 2012
Time to Bank Profits in Gold and Silver Mining Stocks? / Commodities / Gold & Silver Stocks
It's been a great run over the last two months but it may be time to tighten stops on mining stocks. You can see in the chart below that at least during this stage of the new C-wave gold is still inversely tethered to the dollar index, as are miners.
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Monday, October 01, 2012
Gold Bull Trend Intact, But "Zero Silver Demand" Seen in India / Commodities / Gold and Silver 2012
SPOT MARKET gold bullion prices dipped below $1770 an ounce during Monday morning London trading, though they remained in line with the last fortnight's price action, while European stock markets rallied along with the Euro following news late last week that the capital needs of Spain's banks are within existing provisions.
"On the monthly chart, the bull trend remains intact, with uptrend support at $1594 and resistance at $1790, the previous high," says technical analyst Russell Browne at Scotia Mocatta.
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Monday, October 01, 2012
Crude Oil New $75 Floor Price / Commodities / Crude Oil
Oil analysts, pundits and commentators are getting a hold on the rising threat of what is called "severe correction" hitting oil markets. The 2008-2009 sequence where Nymex prices crashed from a peak around $147 a barrel to about $40 are relatively fresh in the mind. The rebound was also dramatic, pushing prices through 2010 back over the 100-dollar mark into low triple digits by Q1 2011.
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Monday, October 01, 2012
QE3 is Here, Where Next for Gold? / Commodities / Gold and Silver 2012
To help turn around the lagging US economy and stubbornly high unemployment, the Federal Reserve recently announced “QE3”.
Quantitative easing (QE) is an action taken by central banks to stimulate the economy, typically when interest rates are already very low.
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Monday, October 01, 2012
Major “Risk On” Rotation As Junior Miners Outperform Gold and Silver Bullion / Commodities / Gold & Silver Stocks
The fundamentals for gold and silver appear to be making a positive turn as the US, ECB and Bank of Japan simultaneously signals Worldwide QE3. The charts are just beginning to make new uptrends and may have much more room to go. One must remember both gold and silver have not made new inflation adjusted highs despite record sovereign debt levels and a coordinated worldwide currency debasement. There is much more room to go in this precious metals rally as many investors still need to unwind a record position in cash and treasuries.Read full article... Read full article...
Sunday, September 30, 2012
Islamic Revolution in Saudi Arabia Would Send Crude Oil to $300 / Commodities / Crude Oil
Marin Katusa, Casey Research writes: There is little that would rock the oil world more than a revolution in Saudi Arabia.
But with a coming leadership crisis, it is becoming all too likely.
Saudi is facing major economic challenges as dramatic increases in social spending and domestic fuel consumption eat through the kingdom's all-important oil revenues.
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Sunday, September 30, 2012
Are Falling Crude Oil Prices Predicting A Stock Market Fall? / Commodities / Crude Oil
When the economy slowed in the summer of 2010 and the Fed launched QE2, commodity prices took off like a SpaceX rocket. The price of crude oil reversed to the upside along with the stock market, surging up 64%, from $70 a barrel to $114 a barrel eight months later in April, 2011.
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Sunday, September 30, 2012
Crude Oil And The Dead Cat Bounce / Commodities / Crude Oil
FUNDAMENTALS
What crisis? Nymex and ICE oil price movement shows how oil prices can be moved anywhere as long as its up, except of course when its down, where fundamentals point with stubborn determination.
Recent weeks, especially the last show that sometimes the oil bulls can get dispirited and run out of news support, and be forced to take a cut in their boundless optimism which says we really can have $130 a barrel for Brent and $125 for WTI like Goldman Sachs tells us we can - this year, in 2012. When the markets take an especially hard hit, like the recent loss of $10 off the barrel price, the dead cat bounce can take the shape of a Goldman tiger bounce - paper tiger of course.
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Friday, September 28, 2012
Silver Mining Stocks ETF / Commodities / Gold & Silver Stocks
It’s hard to believe that silver was trading at only $4 just 11 years ago. And amazingly it was only 7 years ago that silver had hit $10 for the first time in nearly two decades. Now at over $30 and rising, silver is flexing its muscles as one of the best-performing assets of the last decade.
There’s no arguing that silver’s secular bull has been spectacular. Since its 2001 low, silver had soared a staggering 1094% to its 2011 high. And based on its structural fundamentals, silver’s bull still likely has plenty of room to run in the years to come.
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Friday, September 28, 2012
What Does Gold Have Going For It? / Commodities / Gold and Silver 2012
Gold no longer has a legal role in the world's monetary system, but because of a collapse of faith in sovereign obligations - fiat currencies/paper money - and a coming complete lack of trust in governments and financial institutions, gold is going to quickly become a core banking asset.
So why do I believe gold is going to become a core banking asset, what exactly does gold have going for it to make this possible?
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Friday, September 28, 2012
Gold Glitters / Commodities / Gold and Silver 2012
Just a few weeks ago, Mario Draghi, President of the European Central Bank (ECB), announced that he would do anything required to bailout the weakest members of the Eurozone and in so doing prevent the euro currency from dissolution. Investors who may have been previously positioning themselves to withstand a euro crisis seem to be anxious to believe that such bold actions will prevent the worst. Consequently, many unwound positions in U.S. dollars and bought back euros. In the wake of the announcement, the euro rose from $1.22 to $1.30.
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Friday, September 28, 2012
Gold New Record High Against Euro and Swiss Franc / Commodities / Gold and Silver 2012
Today’s AM fix was USD 1,781.00, EUR 1,374.65, and GBP 1,098.77 per ounce.
Yesterday’s AM fix was USD 1,755.25, EUR 1,365.32and GBP 1,084.16 per ounce.
Silver is trading at $1,670.75/oz, €26.96/oz and £21.52/oz. Platinum is trading at $1,670.75/oz, palladium at $637.90/oz and rhodium at $1,075/oz.
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Friday, September 28, 2012
How To Time Gold Purchases with Technical Analysis / Commodities / Gold and Silver 2012
Technical Analysis is mathematical analysis of the market based on price action, but not the fundamentals of supply, demand, costs of production, and hundreds of other important factors (fundamental analysis). Many people will tell you Technical Analysis does not work. I disagree. If you understand its limits, it works quite well.
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Friday, September 28, 2012
What Gold Analyst Consensuses is Telling Us / Commodities / Gold and Silver 2012
The big news in the commodities world lately is $10/barrel drop in the oil price in the last several days. The decline was initially blamed on Fed-Ex lowering its outlook for global growth and industrial production when it reported its latest quarterly earnings. The world's second biggest package delivery company forecast a continued slowdown in global trade. Reports that Saudi Arabia is keeping production high to drive oil prices lower were also blamed.
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Friday, September 28, 2012
Gold Prices Heading For $2000 This Year / Commodities / Gold and Silver 2012
The stage is now set for gold prices to gain some traction and challenge its previous all-time highs. Most of the central banks are now turbo charging their printing presses in the vain hope that more liquidity is the key to economic health. Alas dear reader this is not the case and as history has proven it never was a remedy for any debt laden enterprise, state or sovereign nation.Read full article... Read full article...
Friday, September 28, 2012
Gold Super Bull Run, "You Ain't Seen Nothing, Yet!" / Commodities / Gold and Silver 2012
We are at the point in the paper currency cycle where for the price of Gold it is risk off, Fed management out of the way, and time for Gold to go into free-rise to start to devalue the huge debts in earnest and to balance the budget. As Gold rises in a parabola on the arithmetic chart, each leg runs higher at a more acute angle.
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Friday, September 28, 2012
Is a Gold Price Correction Underway? / Commodities / Gold and Silver 2012
Gold prices fell more than 1 percent Wednesday pressured by a stronger dollar and weaker stocks markets along with profit-taking. Gold struggled to maintain gains after hitting six and a half month highs this month after the Federal Reserve, the European Central Bank and the Bank of Japan announced steps to loosen monetary policy.
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Friday, September 28, 2012
Commodity Prices Will Rise / Commodities / Commodities Trading
There is not enough money being invested in energy to hold prices at current levels. It costs a bundle to replace depleted sources of oil and gas. The justification for increasing exploration budgets is hard to come by when countries are (effectively) nationalizing companies' projects. There is also the problem of actual production not meeting anticipated levels. And the matter - not, by any means, confined to a single industry or country - of companies not investing at all, terrorized as they are by our stark, raving, mad monetary policy.
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Thursday, September 27, 2012
South Africa Unrest To Affect Gold Bullion Supply And Support Gold Price / Commodities / Gold and Silver 2012
Today’s AM fix was USD 1,755.25, EUR 1,365.32, and GBP 1,084.16 per ounce.
Yesterday’s AM fix was USD 1,763.75, EUR 1,369.80 and GBP 1,089.07 per ounce.
Silver is trading at $34.10/oz, €26.62/oz and £21.13/oz. Platinum is trading at $1,647.00/oz, palladium at $632.40/oz and rhodium at $1,075/oz.
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