
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, July 20, 2011
Juniors Plan Today for Tomorrow's Rare Earth Elements Demand / Commodities / Metals & Mining
By: Critical_Metals_Repo
 The West isn't ready for an  avalanche of rare earth elements—yet. But when the time comes, the junior  miners that have mastered the art of location, mineralogy and metallurgy will  be there to fill the demand gap. In this exclusive interview with The  Critical Metals Report, Ahead of the Herd Editor Rick Mills points  to some promising players in the light and heavy rare earth space.
The West isn't ready for an  avalanche of rare earth elements—yet. But when the time comes, the junior  miners that have mastered the art of location, mineralogy and metallurgy will  be there to fill the demand gap. In this exclusive interview with The  Critical Metals Report, Ahead of the Herd Editor Rick Mills points  to some promising players in the light and heavy rare earth space. 
Wednesday, July 20, 2011
Global Perspective on Critical Metals Investing / Commodities / Metals & Mining
By: Critical_Metals_Repo
 "The best investments in the  critical metals space," according to Technology Metals Research Founding  Principal Jack Lifton, "are available in a form that small investors can  buy or trade." In this Critical Metals Report exclusive, written on  a plane high above Asia, Jack provides a truly global overview of the metals  economy, zeroing in on the chief metals-related issues to emerge in the first  decade of the 21st century.
"The best investments in the  critical metals space," according to Technology Metals Research Founding  Principal Jack Lifton, "are available in a form that small investors can  buy or trade." In this Critical Metals Report exclusive, written on  a plane high above Asia, Jack provides a truly global overview of the metals  economy, zeroing in on the chief metals-related issues to emerge in the first  decade of the 21st century. 
Wednesday, July 20, 2011
Will Gold GLD and Silver SLV ETF's Continue to Correct? / Commodities / Gold and Silver 2011
By: George_Maniere
 There’s an old saying. “What goes  around comes around.” Well today President Obama held a quick press conference  and announced that the “Gang of Six” had presented him a compromise plan that  he felt everyone could agree on. The market immediately spiked up on the news and  gold and its baby brother silver did exactly what I thought it would do. It  sold off. So what goes around comes around – just usually not that fast.
There’s an old saying. “What goes  around comes around.” Well today President Obama held a quick press conference  and announced that the “Gang of Six” had presented him a compromise plan that  he felt everyone could agree on. The market immediately spiked up on the news and  gold and its baby brother silver did exactly what I thought it would do. It  sold off. So what goes around comes around – just usually not that fast. 
Wednesday, July 20, 2011
Gold Breakout or No Breakout, Short-term Correction Appears Likely / Commodities / Gold and Silver 2011
By: Przemyslaw_Radomski
 In general, gold market  overview appears mixed according to PM Investors and it is obvious. Some say  gold has miles to travel, other suggest gold may take a pause before next  journey and some others say it’s time for gold to fall. Debates continue in  blogosphere. Recently, one of our Subscribers has sent us a link to an online article about gold being ready to drop to $1,320. This article claims there will be a decline in the price of precious  metals in the second half of 2011 and that the proliferation of gold ETFs will  make the drop especially violent.
In general, gold market  overview appears mixed according to PM Investors and it is obvious. Some say  gold has miles to travel, other suggest gold may take a pause before next  journey and some others say it’s time for gold to fall. Debates continue in  blogosphere. Recently, one of our Subscribers has sent us a link to an online article about gold being ready to drop to $1,320. This article claims there will be a decline in the price of precious  metals in the second half of 2011 and that the proliferation of gold ETFs will  make the drop especially violent. 
Wednesday, July 20, 2011
Selling Gold? Go Ahead / Commodities / Gold and Silver 2011
By: Paul_Tustain
Gold priced too high? Don't mistake selling it for taking a profit...
YES, by all means sell gold today. Just don't be a schmuck and 'take a profit'.
That's supposed to be when you exit something volatile and revert to a stable store of value. But you'd hardly be doing that if you traded your gold for US Dollars, Euros, Yen or Pounds today.
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Wednesday, July 20, 2011
Gold Reacts With "Big Yawn" to ECB Announcement / Commodities / Gold and Silver 2011
By: Mike_Shedlock
Earlier today the ECB Caved in on "Temporary" Defaults and Collateral.
  
  It   is important to note that the ECB did not "allow" a default, rather the bond   market forced the ECB to accept default. The stock market reacted as if the   announcement meant something, but gold gave a big yawn.
  
Tuesday, July 19, 2011
Gold, Silver and Pension Funds Portfolio Diversification Myths / Commodities / Gold and Silver 2011
By: Nick_Barisheff
 Pension funds across North America are facing record shortfalls. Research   shows that 33% of Canadian pension funds are struggling to meet   liabilities(Figure 1); the Ontario Teachers' Pension Plan funding   shortfall, for example, ballooned to $17.1 billion in 2009, despite strong   investment returns.
Pension funds across North America are facing record shortfalls. Research   shows that 33% of Canadian pension funds are struggling to meet   liabilities(Figure 1); the Ontario Teachers' Pension Plan funding   shortfall, for example, ballooned to $17.1 billion in 2009, despite strong   investment returns.
Tuesday, July 19, 2011
ECB Caves in on Temporary Debt Defaults, Which Country Will be Next? / Commodities / Gold and Silver 2011
By: Mike_Shedlock
 As Greek 2-year debt yields hit 39.15% the bond market finally forced the   ECB's hand, and Trichet comes out looking foolish, not only on his "we say no to   default" stance, even temporary defaults, but also on his ridiculous bluff   repeated for the nth time just 2 days ago regarding the acceptance of Greek   bonds as collateral.
As Greek 2-year debt yields hit 39.15% the bond market finally forced the   ECB's hand, and Trichet comes out looking foolish, not only on his "we say no to   default" stance, even temporary defaults, but also on his ridiculous bluff   repeated for the nth time just 2 days ago regarding the acceptance of Greek   bonds as collateral.
Tuesday, July 19, 2011
Investing in Agribusiness: Will This Major Food Company Be Bought Out? / Commodities / Agricultural Commodities
By: Eric_McWhinnie
Ralcorp Holdings Inc. (NYSE:RAH) produces a variety of store brand foods that are sold under the individual labels of various grocery, mass merchandise, and drug store retailers. Their products include everything from Post Raisin Brand to NutCracker Mixed Nuts. In May, we discussed how Ralcorp’s share price had been sizzling, but wondered if it could maintain its rally. Recently, Ralcorp has been back in the news, but are shares popping?
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Tuesday, July 19, 2011
Is Gold Taking the Stairway To Heavenly Prices? / Commodities / Gold and Silver 2011
By: Eric_McWhinnie
It was a historic day for the financial markets on Monday. As the Dow (NYSE:DIA), S&P 500 (NYSE:SPY), and Nasdaq (NASDAQ:QQQ) headed lower, one sector continued its rally. Precious metals (NYSE:DBP) such as gold (NYSE:GLD) and silver (NYSE:SLV) surged higher on Monday.
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Tuesday, July 19, 2011
Gold Pulls Back, Rumors of Greek "Non Default" But Eurozone Still "Near Death" / Commodities / Gold and Silver 2011
By: Ben_Traynor
 SPOT MARKET gold bullion prices dropped back to $1600  per ounce Tuesday morning in London – a 0.6% drop from yesterday's all-time  high – while stock and commodity markets recovered some of the past week's  losses as Europe looked ahead to this week's emergency EU summit.
SPOT MARKET gold bullion prices dropped back to $1600  per ounce Tuesday morning in London – a 0.6% drop from yesterday's all-time  high – while stock and commodity markets recovered some of the past week's  losses as Europe looked ahead to this week's emergency EU summit.
US Treasury bonds dipped ahead of Tuesday's Congressional vote on making balanced federal budgets part of the Constitution.
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Tuesday, July 19, 2011
Gold Price to Correct after Front Page Financial Times Article? / Commodities / Gold and Silver 2011
By: GoldCore
 Gold is trading at $1,604.10/oz, €1,132.20/oz and £995.66/oz.
Gold is trading at $1,604.10/oz, €1,132.20/oz and £995.66/oz. 
Gold has fallen in most currencies today and is trading at USD 1,603, EUR 1,130, GBP 995 and CHF 1,315 per ounce. Gold is 0.3% higher in Swiss francs again today after the last two weeks of deepening turmoil saw gold rise in the Swiss franc.
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Tuesday, July 19, 2011
When Will the Gold Bull Market Turn Into a Mania? / Commodities / Gold and Silver 2011
By: Aftab_Singh
 As our readers may know, we’re suckers for the theory that markets move in generational   cycles. The basic idea is that the knee-jerk reaction is often the   strongest one and that investors have a tendency to ‘stick to what they know’.   The length of the prime of one generation’s career seems to be a suitable period   of time for such ‘things that people know’ to become firmly   lodged. Ironically, such lodging is a dire circumstance in a business   that amounts to pseudo-futurology.
As our readers may know, we’re suckers for the theory that markets move in generational   cycles. The basic idea is that the knee-jerk reaction is often the   strongest one and that investors have a tendency to ‘stick to what they know’.   The length of the prime of one generation’s career seems to be a suitable period   of time for such ‘things that people know’ to become firmly   lodged. Ironically, such lodging is a dire circumstance in a business   that amounts to pseudo-futurology. 
Tuesday, July 19, 2011
Gold and Commodities 2011 Halftime Report / Commodities / Commodities Trading
By: Frank_Holmes
 Commodities  don’t all perform in the same way. In any given year, a particular commodity  will go gangbusters and outperform the group. However, that commodity will  typically come back to Earth and underperform the following year or the year  after that. This is why active management is important when investing in  commodities. Active managers can benefit from rotating from winners to laggards  or by investing in the companies which produce, farm or mine commodities most  effectively.
Commodities  don’t all perform in the same way. In any given year, a particular commodity  will go gangbusters and outperform the group. However, that commodity will  typically come back to Earth and underperform the following year or the year  after that. This is why active management is important when investing in  commodities. Active managers can benefit from rotating from winners to laggards  or by investing in the companies which produce, farm or mine commodities most  effectively.
Tuesday, July 19, 2011
Gold Price Nearing Resistance / Commodities / Gold and Silver 2011
By: Joseph_Russo
 As bullish as I am, and have been on Gold since 2003, I am  still rather impressed with the latest run-up to fresh highs.   To be  frank, I was expecting more downside beyond the recent pivot low at 1478, and  was a bit surprised at how quickly the shiny metal took out its early May high.
As bullish as I am, and have been on Gold since 2003, I am  still rather impressed with the latest run-up to fresh highs.   To be  frank, I was expecting more downside beyond the recent pivot low at 1478, and  was a bit surprised at how quickly the shiny metal took out its early May high.
  Embracing the most bullish of Elliott Wave subdivisions  from the primary 4-wave base at 681 in October of 2008, I am reading the  current advance as an intermediate (3) wave along Gold’s long journey to toward  completing its primary fifth.   Once done, the current thrust to fresh highs  may mark all-of (3).
Tuesday, July 19, 2011
Fall in U.S. Real Interest Rates to Send Gold Over $1800 / Commodities / Gold and Silver 2011
By: Bob_Kirtley
 One  of main determinants of gold prices in the medium to long term is US real  interest rates. US real rates are the rate of interest that can be earned on US  Government bonds, minus the expected rate of inflation. One can monitor US real  rates by watching the yields on Treasury Inflation Protected Securities (TIPS)  and we watch them closely since they exhibit a negative relationship with gold.
One  of main determinants of gold prices in the medium to long term is US real  interest rates. US real rates are the rate of interest that can be earned on US  Government bonds, minus the expected rate of inflation. One can monitor US real  rates by watching the yields on Treasury Inflation Protected Securities (TIPS)  and we watch them closely since they exhibit a negative relationship with gold.  
Tuesday, July 19, 2011
The Case for Gold Price Manipulation / Commodities / Gold and Silver 2011
By: The_Gold_Report
 As a geologist by training, it's no  surprise that S&A Resource Report Editor Matt Badiali takes a  data-driven approach to investing. In this exclusive Gold Report interview,  he shares calculations for trailing stops and strategies to take profits with  prospect generators and points to the signs of gold price manipulation.
As a geologist by training, it's no  surprise that S&A Resource Report Editor Matt Badiali takes a  data-driven approach to investing. In this exclusive Gold Report interview,  he shares calculations for trailing stops and strategies to take profits with  prospect generators and points to the signs of gold price manipulation. 
Monday, July 18, 2011
Gold and Silver Ready for Big-Time Run as Global Breakdown Begins / Commodities / Gold and Silver 2011
By: Jordan_Roy_Byrne
 An important shift in global markets is taking place and it  bears introspection. Gold has broken to a new high while Silver has established  a bottom. Precious metals stocks have rebounded significantly from support. At  the same time, important global stock markets are in the early stage of a  technical breakdown. We don’t foresee a repeat of 2007-2008, yet odds are good  that global stock markets are beginning a cyclical bear market and unlike the  last cycle this is coming at a time when precious metals are set to accelerate  to the upside.
An important shift in global markets is taking place and it  bears introspection. Gold has broken to a new high while Silver has established  a bottom. Precious metals stocks have rebounded significantly from support. At  the same time, important global stock markets are in the early stage of a  technical breakdown. We don’t foresee a repeat of 2007-2008, yet odds are good  that global stock markets are beginning a cyclical bear market and unlike the  last cycle this is coming at a time when precious metals are set to accelerate  to the upside. 
Monday, July 18, 2011
Gold's Historic Rally Fuelled by Negative Interest Rates and Euro Disintegration / Commodities / Gold and Silver 2011
By: Gary_Dorsch
 The Federal Reserve has just ended its $600-billion Treasury bond-buying program, known as QE-2, and already, traders are trying to figure what new tricks the Fed might have up its sleeve, in order counter a significant correction in the US-stock market in the second half of 2011. Including  QE-1 and QE-2, the Fed pumped $2.35-trillion into the coffers of the Wall  Street Oligarchs. Together with near-zero interest rates, and the printing of trillions  of dollars the Fed fueled a speculative stampede into the commodity and stock  markets, enabling traders to record bumper profits, while doing little  to reduce the jobless rate.
The Federal Reserve has just ended its $600-billion Treasury bond-buying program, known as QE-2, and already, traders are trying to figure what new tricks the Fed might have up its sleeve, in order counter a significant correction in the US-stock market in the second half of 2011. Including  QE-1 and QE-2, the Fed pumped $2.35-trillion into the coffers of the Wall  Street Oligarchs. Together with near-zero interest rates, and the printing of trillions  of dollars the Fed fueled a speculative stampede into the commodity and stock  markets, enabling traders to record bumper profits, while doing little  to reduce the jobless rate.
Monday, July 18, 2011
Gold Leaps above $1600, US and Eurozone Appear No Closer to Solving Debt Problems / Commodities / Gold and Silver 2011
By: Ben_Traynor
 THE SPOT MARKET gold price surged to $1602 per ounce Monday morning in London – a new intraday record – while stocks and commodities fell as politicians on both sides of the Atlantic appeared no closer to resolving their respective debt problems.
THE SPOT MARKET gold price surged to $1602 per ounce Monday morning in London – a new intraday record – while stocks and commodities fell as politicians on both sides of the Atlantic appeared no closer to resolving their respective debt problems.
Silver prices also jumped, up to $40.38 per ounce – 2.8% higher from Friday's close.
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