Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, December 14, 2010
Commodities Have Detached from US Dollar, Are Rising in Real Terms / Commodities / Commodities Trading
By: Jordan_Roy_Byrne
In the first phase of its bull market in the earlier portion of the last decade, Commodities began a bull market on the back of a falling US Dollar. The greenback declined while commodities, stocks, foreign currencies and even bonds rallied. The universal bull market could be better termed a dollar bear market. The movement of risk assets and especially commodities were, in most cases, hostage to the trends in the buck.
Tuesday, December 14, 2010
Gold Mania is Still Yet to Come, Investment Opportunities in Columbia / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Casey Research Senior Editor Louis "Indiana" James has returned from Colombia with insights into the state of Colombian politics, economics and the inside scoop on a number of unheralded Colombian explorers. In this exclusive interview with The Gold Report, Louis shares his firsthand experiences in the Paramo Highland and discusses the differences between two sides of the same mountain when it comes to gold exploration and environmental protection.
The Gold Report: Louis, an article by Andrey Dashkov in the November issue of Casey's International Speculator discusses a chart that suggests a gold mania is still yet to come. Could you comment on that thesis?
Monday, December 13, 2010
Gold Makes Record Run / Commodities / Gold and Silver 2010
By: OilPrice_Com
INCIDENT: On 7 December, gold hit an all-time high above US$1,425 per ounce (London morning fix), after having risen from under $300 per ounce at the beginning of the millennium and from just over $700 per ounce only a little over two years ago (all figures in current dollars).
SIGNIFICANCE: While the recent spike in the price of gold has already been somewhat redressed, new drivers in the market suggest increasing demand for the precious metal.
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Monday, December 13, 2010
Gold Prices and Panic / Commodities / Gold and Silver 2010
By: Douglas_French
With gold selling for around $1,400 per ounce, it seems like everyone has jumped on the yellow-metal bandwagon. Resource-investment guru Rick Rule said about gold investing recently, "we're no longer lonely in the gold trade. You couldn't describe this as a contrarian activity, and you couldn't describe this as a low-risk activity."
Monday, December 13, 2010
Gold and Silver Rise on Higher Chinese Inflation / Commodities / Gold and Silver 2010
By: Adrian_Ash
WHOLESALE PHYSICAL GOLD hit a 3-session Dollar high in London on Monday morning, rising together with equity and commodity prices on what one trader called “relief” that Beijing did not hike Chinese interest rates as expected at the weekend.
The Euro also rose to its best level since Thursday vs. the Dollar, capping the gold price in Euros at Friday's finish beneath €33,750 per kilo – its second-highest ever weekly finish.
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Monday, December 13, 2010
MYTH vs MATH Does GOLD Preserve Purchasing Power? / Commodities / Gold and Silver 2010
By: Brian_M_Thiesen
I am not sure how many people believe this to be true but since their is paper and gold I don't see it any other way unless I am a fool (which i have proved to myself many times is possible)Read full article... Read full article...
Sunday, December 12, 2010
Gold Still a Potential Head and Shoulders Pattern Top? / Commodities / Gold and Silver 2010
By: Merv_Burak
Still a potential head and shoulder pattern or not? See the short term analysis below. With all that’s happening in the world one would expect gold to go through the roof. It may still do so, in fact I believe it will, but the question is will it do so NOW or sometime in the future?
Saturday, December 11, 2010
The Energy Investment No One Is Talking About / Commodities / Energy Resources
By: Jared_Levy
Last week I discussed the country's dire need for energy infrastructure improvements and expansion, and how you can use the First Trust Clean Edge Smart Grid Infrastructure ETF (GRID:NASDAQ) to capitalize on that need. Our evolution into hybrid and eventually full electric cars is a major driver of this need for a better grid and is my topic today.
Saturday, December 11, 2010
Why Does Gold Fall When the Dollar Rises? / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
We are all used to reading that gold rose because the dollar fell or that gold fell, because the dollar rose. The picture conjured up is one of traders racing in to actually buy or sell gold as they watch the exchange rate move. When U.S. Treasury yields rose this week, the dollar strengthened slightly and the gold price dropped. When we watched this happen it seem to happen immediately and precisely and we were led to believe that much more was happening than met the eye. After all if gold moves in the opposite direction to the U.S. dollar, this implies that it is moving not just with but almost riveted to the euro. What's the story behind this?
Saturday, December 11, 2010
High Long Bond Yields Are Good News for Gold Holders / Commodities / Gold and Silver 2010
By: Richard_Daughty
The Financial Times brought up the interesting point that because bond prices are so insanely high (making bond yields so preposterously low), a one-percent change in yields would negatively impact the prices of bonds much more than a one-percent change if bond yields were higher, which I assume means in the normal 3-6% range.
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Saturday, December 11, 2010
Gold Mania Still Ahead, TSX-V Chart Speaks Volumes / Commodities / Gold and Silver 2010
By: Casey_Research
by Andrey Dashkov, Casey’s International Speculator :
With the gold price hitting nominal highs last month, there is a lot of “mania” and “bubble” ranting going on in the gold community. Should we start selling?
A bull market typically progresses through 3 phases: the Stealth Phase, in which early adopters start buying; the Wall of Worry Phase (or Awareness Phase), when institutions begin buying and every significant fluctuation makes investors worry that the bull market is over; and the Mania Phase when the general public piles on, driving prices beyond reason or sustainability.
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Saturday, December 11, 2010
Grassroots Investor Betting on Vanadium / Commodities / Metals & Mining
By: The_Gold_Report
It's all about who you know. Stephen Taylor, fund manager of Chicago-based Taylor International Fund, Ltd., has cultivated a grassroots network of contacts from Canada to China since working as a trader in the '80s. It's that network that has produced some of his fund's biggest winners. In this exclusive interview with The Gold Report, Taylor talks about his fund's bet on vanadium and why he doesn't own any Chinese mining companies.
The Gold Report: Stephen, could you please give us an overview of your fund and how you manage it?
Saturday, December 11, 2010
Opposite Trend Paths Forecast For Crude Oil and Gold / Commodities / Commodities Trading
By: Bari_Baig
This coming weekend’s OPEC meeting is perhaps the quietest of all OPEC meetings we’ve come to know of since we have been trading energy. Absolutely nothing is expected of this meeting and the street too has then no guesstimate wars and everything seems to be rather calm. Few of the members have voiced their opinion that they feel Crude is under speculative control and therefore even if Crude’s price traded $100 per barrel they would not step up to increase the production as no fundamental change has taken place or rightly unless there is no fundamental change. Seems fair enough and we too agree with it. Read full article... Read full article...
Saturday, December 11, 2010
Gold Current Decline is a Correction, Opportunity to Add to Gold and Silver Investments / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
We picked up the Asian addition of The Wall Street Journal this week and on the back page was an article titled “China reveals Huge Appetite for Gold.” The article states: Gold’s record rally has been attributed to everything from worries about inflation, the dollar and the emergence of exchange-traded funds. One big factor many may have missed: huge buying from China.
We haven't missed it. We have been writing about the rising Chinese demand for gold in many previous updates.
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Friday, December 10, 2010
Something’s Wrong in the Silver Pit, and It’s Much Bigger than J.P. Morgan / Commodities / Gold and Silver 2010
By: Rob_Kirby
When researching the precious metals, often times things are seldom as they appear on the surface. GATA Secretary and Treasurer – Chris Powell – has said that the true picture of a nations’ gold holdings are, “more closely guarded than their nuclear secrets”.
This has been more-or-less proven true based on the Federal Reserve’s reaction to GATA’s 2009 FOIA request for information concerning GOLD SWAPS. The Fed is ON RECORD admitting they’ve done gold swaps – which, by definition, necessarily utilize sovereign American gold stocks.
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Friday, December 10, 2010
Gold Stocks Are Still Cheap / Commodities / Gold & Silver Stocks
By: Zeal_LLC
Earlier this week, the flagship HUI gold-stock index powered up to new all-time record highs. While fantastic for gold-stock investors and speculators, such lofty achievements inevitably cement more big bricks on top of the wall of worries. At their highest levels in history, are gold stocks wildly overbought and doomed to correct hard? Provocatively, a strong case can be made that they actually remain cheap!
Friday, December 10, 2010
Is a Correction in Gold Coming? / Commodities / Gold and Silver 2010
By: J_W_Jones
In the past few weeks I have made the case that gold might be nearing a correction. I understand that people get defensive regarding gold (no pun intended), but I do not think vulgarities should be expressed towards someone who is pointing out the overbought nature of the daily and weekly charts. It seems any time that I discuss a possible pullback in gold I place a giant target on my back for people to make nasty public comments or send me hateful emails which in some cases I find particularly amusing. To each his own, but something tells me this article will be as well received as an oral reading of the history of the Illuminati at a Christian Christmas celebration.
Friday, December 10, 2010
Critical Decisions Looming for Japan's Nuclear Industry / Commodities / Nuclear Power
By: Global_Intel_Report
SITUATION: Japan is advancing with plans to reprocess spent nuclear fuel and boost its external nuclear exports. These decisions will impact the conduct of Japan's global non-proliferation diplomacy.ANALYSIS: Assessing the degree of salience to Tokyo of non-proliferation goals will be aided by monitoring its policy in two areas: its negotiating strategy in nuclear technology supply talks with other states, and especially India, and its management of its internal nuclear power program. Other aspects of its nuclear diplomacy, including pressure for North Korean disarmament and support for enhanced global nuclear security, are likely to remain robust.
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Friday, December 10, 2010
Gold Chinese and Indian Demand Surge with Economies / Commodities / Gold and Silver 2010
By: Adrian_Ash
PHYSICAL WHOLESALE MARKET prices to buy gold held firm in London on Friday morning, nearing the end of what one London trader called “another roller-coaster week” some 1.7% lower for Dollar and Sterling investors but little changed vs. the single Euro currency.
Friday morning's London Gold Fix, set at $1390 per ounce, was some 2.5% below Tuesday's new all-time record high.
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Friday, December 10, 2010
Euro Gold Consolidates and Targets EUR1,100/oz on Euro Survival Risk / Commodities / Gold and Silver 2010
By: GoldCore
Most currencies fell against gold yesterday and again today as the euro and dollar are under slight pressure this morning. Both gold and silver look set to finish the week slightly lower in dollars and most currencies (except the euro) which is a bearish short term omen. Especially as the end of the year approaches and there could be some year-end book balancing and profit taking. Read full article... Read full article...