Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, October 11, 2010

Dollar Gold, Rand Gold, DOW, JSE Gold and HUI / Commodities / Gold and Silver 2010

By: Hubert_Moolman

Let’s start with a big picture view. Below is a long term Dow/gold ratio chart. As you can see on the chart, it has just been one-way traffic the last ten years, with the ratio moving down from almost 45 to about 8.16. It seems that the next temporary stop might be between the 4 and 6 level. I have previously written how the 10 Dow/gold ratio level has been a pivot point back all the way to 1930.

Monday, October 11, 2010

Gold Edges Back as U.S. Dollar Bounces / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF WHOLESALE gold bullion slipped 1% in London on Monday morning, falling to $1342 per ounce as the start of what traders expected to be a quiet New York session approached.

Following heated discussion – but no resolution – of the "global currency war" at this weekend's annual meeting of the International Monetary Fund's members in Washington, the US Dollar rallied from yet another 15-year low to the Japanese Yen beneath ¥81.50, and also bounced from worse than $1.40 to the Euro.

Monday, October 11, 2010

Wheat Retreat Not Yet Complete / Commodities / Agricultural Commodities

By: Seven_Days_Ahead

Following an earlier surge in Wheat prices a normal correction from an early Aug high developed. After a pause this has got going again, and we look for likely lower supports now.

Monday, October 11, 2010

Gold No Reversal Yet / Commodities / Gold and Silver 2010

By: Seven_Days_Ahead

The latest leg of the long Bull run in gold began back at the end of August, when  the market made a succession of new all time highs, but today the market spiked higher and then sharply reversed.

Monday, October 11, 2010

Precious Metals The Most Perfect Medium / Commodities / Gold and Silver 2010

By: Howard_Katz

The precious metals markets moved into high gear last week with silver up 4.5% and new highs in gold and the HUI.  Meanwhile the Wall Street Journal explained:

  “Driving the recent spate of [currency] flows has been anticipation that the Federal Reserve will restart its efforts to stimulate growth through purchases of government debt that inject more money into the banking system – a practice known as quantitative easing or ‘QE.’”

Sunday, October 10, 2010

USO Crude Oil ETF May NOT Offer You the Best Returns / Commodities / Exchange Traded Funds

By: Jared_Levy

For most investors, buying and selling futures contracts may not be their cup of tea. I think futures provide not only diversity, but also a “pure play” vehicle for many commodities like crude oil, gold, silver and many others. I will tell you upfront that they do require a little bit of education and guidance.

Sunday, October 10, 2010

Are U.S. Investors Driving the Gold Price? / Commodities / Gold and Silver 2010

By: Julian_DW_Phillips

The U.S. is a world of well educated, highly sophisticated investors who use an extraordinary well developed set of markets through which to invest into every item that has a market and usually at prices that attract the world of buyers to the oil market, currencies equities bonds and the rest.

Sunday, October 10, 2010

When Will the Gold and Silver Rally Stop? / Commodities / Gold and Silver 2010

By: Merv_Burak

Is it the economy, is it world tensions, who cares, the precious metals just keep on going higher and higher.  Where they will stop nobody knows.  But they will stop sometimes.  Tomorrow or next year, that’s the question?

Sunday, October 10, 2010

Crude Oil Next Major Resistance $87 a Barrel / Commodities / Crude Oil

By: Dian_L_Chu

Crude Oil hit a high of $84.09 on Thursday morning before investors sold into the rally in all commodities before the volatile jobs report on Friday morning. The shorts pushed Crude to a weekly low of $80.30 early Friday morning, which was a nice buying opportunity, as Crude Oil closed the electronic session on Friday at $82.84.

Saturday, October 09, 2010

Is the Gold Dollar Seesaw About to Tilt? / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

The lines are drawn, the cannons are loaded - the currency war has begun. The opening shots have already been fired with the biggest battles still ahead. This is a superpower currency shoot-out with other counties trying to avoid getting caught in the cross-fire. Each nation is taking unilateral actions to defend its economy from the other in an escalating battle over the value of the world's key currencies.

Saturday, October 09, 2010

Gold Stocks Best Leverage in Ounces-in-the-Ground Plays / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Kaiser Bottom-Fish Report Writer John Kaiser sees the gold price reaching well into thousands—one of a series of events that, ultimately, could result in the kind of area-play fever not witnessed on the junior board since the mid-1990s. John believes all it would take is a "holy mackerel"-type gold discovery in the right area. In this exclusive interview with The Gold Report, John reveals a Carlin-type gold discovery in the Yukon and a few others you'll want to know about.

Friday, October 08, 2010

Gold, Get it While You Can / Commodities / Gold and Silver 2010

By: Jeff_Clark

Jeff Clark, Casey's Gold & Resource Report writes: We've got it easy right now. Click or call, and you can quickly and conveniently own a gold coin or bar. But if global concerns cause another panic or the dollar breaks down, you could find yourself standing in a line at the local coin shop or getting a busy signal. Simply, for reasons I'll discuss here, you may find it very difficult to get your hands on physical gold when that time comes.

Friday, October 08, 2010

Playing with Gold Bull Market Numbers / Commodities / Gold and Silver 2010

By: Adrian_Ash

Three ways of looking at gold's current bull market...

YOU MIGHT know this chart already. If not, expect to see more of it soon.

Friday, October 08, 2010

Bullish Channel for Gold Miners GDX ETF / Commodities / Gold & Silver Stocks

By: Mike_Paulenoff

Just in case you want to see a real live example of channel analysis, the Market Vectors Gold Miners ETF (NYSE: GDX) is a textbook case. The enclosed 3-month uptrend has carved out a spectacular bullish channel, which we notice rocketed through the channel resistance line yesterday morning (above 58.55) prior to reversing back beneath the upper channel line.

Friday, October 08, 2010

Gold Stocks HUI Hits New Record High / Commodities / Gold & Silver Stocks

By: Zeal_LLC

Inspired by gold’s relentless momentum, investors drove the flagship HUI gold-stock index to new all-time highs this week.  While great fun for all of us with capital deployed in this sector, seeing the best levels in history often spawns anxiety in those with a contrarian bent.  Following gold stocks’ run into record territory, are they in danger of an imminent correction?

Friday, October 08, 2010

Gold Spikes on "Same Old Story" as US Sheds Jobs / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD in wholesale dealing jumped against the Dollar at the start of New York trade on Friday after the Bureau for Labor Studies said US payrolls shed 95,000 jobs in September.

Earlier hitting a 3-session low beneath $1326 per ounce, the gold price had already recovered to $1335 before spiking – briefly – above $1340 on the news.

Friday, October 08, 2010

COMEX Gold and Silver Sell Off Likely To Be Greeted by Eager Physical Buyers / Commodities / Gold and Silver 2010

By: GoldCore

Gold and silver's weekly gains have been pared but both remain higher for the week so far. Gold and silver fell almost 1% and 2% respectively in trading on the COMEX yesterday. They traded sideways in Asian trading and have resumed their slide in early New York trading. The dollar has bounced from record monthly lows and this is leading to some selling. Profit taking is also likely after the recent run up in price.

Friday, October 08, 2010

Iraq’s Energy Sector Is Moving Forward With or Without the U.S. / Commodities / Crude Oil

By: Money_Morning

Jason Simpkins writes: Iraq on Wednesday broke the record - 207 days - for the time between a parliamentary election and the formation of a government. But while Iraq's government is at a standstill, the country's energy sector remains dynamic and U.S. companies can't afford to wait for the political climate to thaw before diving in.

Friday, October 08, 2010

Uranium and Natural Gas Investment Plays / Commodities / Energy Resources

By: The_Energy_Report

Author and Energy Strategist Editor Elliott Gue looks to larger global energy trends to establish his investment strategies in alternative energy. Two of those trends include nuclear power development in emerging markets and the natural gas infrastructure needed for America's burgeoning shale gas plays. In this exclusive interview with The Energy Report, Elliott suggests some tried and true names that should benefit from those trends and a few lesser-known companies with similar aspirations.

Thursday, October 07, 2010

Another Catalyst for Gold and Silver Shares? / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

If you’ve followed our work you know how useful intermarket analysis can be when deciphering future movements and trends in the precious metals complex. Years ago when I would analyze Gold I would only follow Gold. Now I am aware of a wealth of markets that can be analyzed, which can help provide an outlook for precious metals.