
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Saturday, May 15, 2010
Gold Mining Stocks Intermediate and Development Plays Are the Golden Ticket / Commodities / Gold & Silver Stocks
By: The_Gold_Report
 In this exclusive and revealing interview with The Gold Report, Mackie  Research Capital's Barry Allan, always among Canada's top-ranked mining  analysts, says the European currency crisis and crippling debt problems will  push gold—and the U.S. dollar—higher throughout the rest of 2010. But gold and  the greenback may not be the biggest winners as a result of a faltering euro.  Allan suggests other currencies could have the most to gain as investors seek  other havens. Allan also sheds some light on why the best bets in the gold  sector are intermediate and development plays.
In this exclusive and revealing interview with The Gold Report, Mackie  Research Capital's Barry Allan, always among Canada's top-ranked mining  analysts, says the European currency crisis and crippling debt problems will  push gold—and the U.S. dollar—higher throughout the rest of 2010. But gold and  the greenback may not be the biggest winners as a result of a faltering euro.  Allan suggests other currencies could have the most to gain as investors seek  other havens. Allan also sheds some light on why the best bets in the gold  sector are intermediate and development plays.
Friday, May 14, 2010
Silver Seasonal Trend Analysis, Sell in Early May and Lose Average $1 per Ounce Each Year / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
 We  would like to begin this essay by touching on the popular belief that precious  metals - and especially silver - tend to drop heavily this time of the year.  The saying suggests selling in May and going away - is this really the best way  to go? At Sunshine Profits we're rather reluctant to take the common knowledge  for granted - we prefer to dig deeper and check ourselves if every fact is really fact, not just an  opinion.
We  would like to begin this essay by touching on the popular belief that precious  metals - and especially silver - tend to drop heavily this time of the year.  The saying suggests selling in May and going away - is this really the best way  to go? At Sunshine Profits we're rather reluctant to take the common knowledge  for granted - we prefer to dig deeper and check ourselves if every fact is really fact, not just an  opinion. 
Friday, May 14, 2010
The Hot New “Carry Trade” and Gold’s Record Run - One Chart Explains it All / Commodities / Gold and Silver 2010
By: Q1_Publishing
 Every few months institutional investors  get hooked on a new trade.
Every few months institutional investors  get hooked on a new trade. The trades start off with solid fundamental ideas, then the Big Money piles in, it goes parabolic, good “stories” bring in the retail investor, and the trade eventually blows itself up.
Read full article... Read full article...
Friday, May 14, 2010
COMEX Gold and Silver Markets do Not Affect Gold and Silver Prices At All! / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
 All of us follow COMEX in New York and assess the ‘net   speculative long position’ there, so as to see the actual weight of opinion on   the gold price. It gives us a clear market opinion after all. But many of you   out there may believe that COMEX is a very large factor in the gold price. Is   it?
All of us follow COMEX in New York and assess the ‘net   speculative long position’ there, so as to see the actual weight of opinion on   the gold price. It gives us a clear market opinion after all. But many of you   out there may believe that COMEX is a very large factor in the gold price. Is   it? 
Friday, May 14, 2010
Gold Golden Antidote to Our Being Fleeced! / Commodities / Gold and Silver 2010
By: DeepCaster_LLC
 “Goldman Sachs Group Inc. traders didn't lose any money at the end   of each trading day during the first quarter…
“Goldman Sachs Group Inc. traders didn't lose any money at the end   of each trading day during the first quarter…
Traders raked in more than $100 million daily for 35 days and made no less than $25 million daily during the rest of the three-month period, according to a regulatory filing.”
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Friday, May 14, 2010
Gold €1000: Sovereign Debt Crisis Insurance or Bubble? / Commodities / Gold and Silver 2010
By: Adrian_Ash
Rising insurance premiums don't negate the need to insure...
IS GOLD in a bubble at €1000 an ounce? Let's hope so. Because if not, it would mean investors are right to keep bidding crisis insurance higher.
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Friday, May 14, 2010
Is Gold Heading for $5,000? / Commodities / Gold and Silver 2010
By: Jeff_Clark
 By Jeff Clark Editor Casey’s Gold & Resource Report : Gold is once again above $1,200 and making new highs. And yet, Doug Casey   thinks we’re just getting started, estimating gold could touch $5,000 before   this is all over. A titillating thought, to be sure, but... how likely is   that?
By Jeff Clark Editor Casey’s Gold & Resource Report : Gold is once again above $1,200 and making new highs. And yet, Doug Casey   thinks we’re just getting started, estimating gold could touch $5,000 before   this is all over. A titillating thought, to be sure, but... how likely is   that?   
Gold’s latest rise stems from mounting fear that the Greek bailout will be followed by other euro-area countries queued for a me-too handout. In other words, gold is serving its historical role as a safe haven, a store of value, and an alternate form of money when governments recklessly plunge themselves heavily into debt and abuse their currency.
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Friday, May 14, 2010
European Sovereign Debt Crisis Sends Euro Gold to €1000, Will it Hold ? / Commodities / Gold and Silver 2010
By: Zeal_LLC
 With the European sovereign-debt troubles  dominating financial news, the euro has taken quite a beating lately.  The majority consensus opinion even believes  that the euro’s very existence is  threatened by this crisis.  This  pervasive euro-bearish psychology has ignited euro gold, which is now  challenging the fabled €1000 level.
With the European sovereign-debt troubles  dominating financial news, the euro has taken quite a beating lately.  The majority consensus opinion even believes  that the euro’s very existence is  threatened by this crisis.  This  pervasive euro-bearish psychology has ignited euro gold, which is now  challenging the fabled €1000 level.
Friday, May 14, 2010
European Economic and Debt Concerns Lead to Crude Oil Price Drop / Commodities / Crude Oil
By: LiveCharts
It’s Europe’s turn to effectively control oil prices as the serious economic concerns of many of the European Union’s top countries has contributed to crude oil slipping to its lowest price in 3 months.
The price of benchmark crude oil set for June delivery fell $1.31 in late Asian trade on the New York Mercantile Exchange to a price of $73.10 at one point.
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Friday, May 14, 2010
3 Things to Check BEFORE Trading Gold ETFs / Commodities / Gold and Silver 2010
By: Sean_Brodrick
 Gold sure looks like it’s on the launch pad, with my targets of $1,350 and   $1,500 both in sight. Many investors would like to play that move with funds   that claim to track physical gold — exchange-traded funds, or ETFs.
Gold sure looks like it’s on the launch pad, with my targets of $1,350 and   $1,500 both in sight. Many investors would like to play that move with funds   that claim to track physical gold — exchange-traded funds, or ETFs.
But there is peril as well as profit potential. Let me give you my take on the gold funds — and tell you the two that I wouldn’t touch with a 10-foot pole.
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Friday, May 14, 2010
Gold "Strengthened" by New Euro Crisis; Still "Early Days" for Global Gold Investment / Commodities / Gold and Silver 2010
By: Adrian_Ash
 WHOLESALE GOLD BULLION PRICES rose to new record  highs against all major currencies Friday morning in London, as world stock  markets fell amid the ongoing Eurozone crisis.
WHOLESALE GOLD BULLION PRICES rose to new record  highs against all major currencies Friday morning in London, as world stock  markets fell amid the ongoing Eurozone crisis.
  
  The Euro sank through $1.25 – an 18-month low to the Dollar – as Spain's El  Pais reported that French president Sarkozy threatened to quit the  currency union last weekend unless Germany agreed to the €750 billion  "stabilization" package.
Friday, May 14, 2010
The Gold Fear Premium / Commodities / Gold and Silver 2010
By: Dian_L_Chu
 Gold prices were hitting record highs as gold's appeal as a safe haven asset   exploded. June gold was down 1.1% to settle at $1,229.20 an ounce on Thursday   after hitting a record high of $1,250 in previous session.
Gold prices were hitting record highs as gold's appeal as a safe haven asset   exploded. June gold was down 1.1% to settle at $1,229.20 an ounce on Thursday   after hitting a record high of $1,250 in previous session. 
  
  The metal’s   surge was driven primarily by concern that an almost $1 trillion loan package in   Europe will slow the region’s growth and debase its currency. Adjusted for   inflation, gold is near its highest since April 1981, based on data at   Bloomberg.
  
Friday, May 14, 2010
Gold is Set to Soar... Here's the One Way to Profit / Commodities / Gold and Silver 2010
By: Money_Morning
 Martin Hutchinson writes: Gold prices have been on a tear of late and gold futures briefly touched yet another record yesterday (Thursday) at more than $1,240 an ounce - a level that would have seemed a distant prospect only a year ago.
Martin Hutchinson writes: Gold prices have been on a tear of late and gold futures briefly touched yet another record yesterday (Thursday) at more than $1,240 an ounce - a level that would have seemed a distant prospect only a year ago. 
Friday, May 14, 2010
Crude Oil Key Reversal Week Makes Bulls See Red / Commodities / Crude Oil
By: Seven_Days_Ahead
  This year’s bull run, from  an early Feb low, formerly held the promise of a more sustained move. But a  recent negative Key Reversal Week is ignored at ones peril – these can be very  good signals – and certain support points must now be closely monitored.
This year’s bull run, from  an early Feb low, formerly held the promise of a more sustained move. But a  recent negative Key Reversal Week is ignored at ones peril – these can be very  good signals – and certain support points must now be closely monitored.
Thursday, May 13, 2010
Exciting Crude Oil and Natural Gas Investing Opportunities / Commodities / Energy Resources
By: The_Energy_Report
 Oil  and Gas Analyst Adam Michael is excited—in some cases very excited—about a lot  of things in his sector, including Turkish gas and Latin American oil plays. He  even gets excited about long-term oil price fundamentals. Just don't ask him  about the domestic oil and gas market. It's just so yesterday's cycle.
Oil  and Gas Analyst Adam Michael is excited—in some cases very excited—about a lot  of things in his sector, including Turkish gas and Latin American oil plays. He  even gets excited about long-term oil price fundamentals. Just don't ask him  about the domestic oil and gas market. It's just so yesterday's cycle.
    
    The Energy Report: Adam, please give us a macro view of the  energy market.
    
Thursday, May 13, 2010
Eye on Silver Price and Pan American Silver Corp (PAAS) Stock / Commodities / Gold & Silver Stocks
By: Mike_Paulenoff
Pan American Silver Corp. (Nasdaq: PAAS) has hurdled its December high at 27.31 on the monthly chart, at the same time that spot silver has broken above its long-term resistance line (from 1980) at 19.46. If silver prices accelerate to the upside, PAAS should benefit and climb towards 35.00, again on a big-picture, monthly chart basis.
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Thursday, May 13, 2010
The World According to Gold / Commodities / Gold and Silver 2010
By: Midas_Letter
 Whenever gold touches a new record price, goldbugs leap up and down and slap each other heartily on the back in a self-congratulatory ritual that is becoming as predictable as the 4 seasons. They are right, and they know it. For all the troughs in the chart since 2000, any tenacious golden insect who held on through trial and tribulation has only seen his fortune grow. Naysayers have gone silent, for the most part, but for that implacable breed who can still claim a flat earth when all the evidence is in supporting a round planet.
Whenever gold touches a new record price, goldbugs leap up and down and slap each other heartily on the back in a self-congratulatory ritual that is becoming as predictable as the 4 seasons. They are right, and they know it. For all the troughs in the chart since 2000, any tenacious golden insect who held on through trial and tribulation has only seen his fortune grow. Naysayers have gone silent, for the most part, but for that implacable breed who can still claim a flat earth when all the evidence is in supporting a round planet. 
Thursday, May 13, 2010
Gold Hits New Euro and GBP Highs as Trend Following Compounds Inflation and Default Fears / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE  PRICE OF GOLD in terms of Euros and Sterling rose  to new record highs Thursday morning in London, trading $5 below yesterday's  all-time Dollar high as commodities fell and government bond prices rose.
  
  A 2% surge in Asian stocks faded in European dealing. The Athens stock market  retreated 1% by mid-afternoon.
Thursday, May 13, 2010
What You're Not Hearing About the Coming Offshore Oil Drilling Ban / Commodities / Crude Oil
By: DailyWealth
Matt Badiali writes: Several months ago, I published a research report on the Strait of Hormuz, the narrow waterway that runs along the Iranian coast.
                
                Around 40% of the world's oil supply moves through this "chokepoint." That oil is pumped from the fields in the Middle East, loaded onto ships, and sent to Asia, Europe, and North America.
Thursday, May 13, 2010
Gold New High, It’s All Better Now / Commodities / Gold and Silver 2010
By: Neil_Charnock
 Gold  reached US$1248.20 which was a new record high in USD.  Silver has also followed gold up, this rally  looks like the real thing.  I have to stand  corrected here as I was off the mark a little in some recent statements.  I forecast US$1180 as an interim top and it  only reached $1170 before pulling back to the $1140 level.  I had also thought we would have pulled back for  longer and that this rally would be a false break out.   So much for short term forecasting it is  extremely difficult.  This short term  forecast turned out wrong thanks to one trillion more reasons potentially  circulating in Europe.
Gold  reached US$1248.20 which was a new record high in USD.  Silver has also followed gold up, this rally  looks like the real thing.  I have to stand  corrected here as I was off the mark a little in some recent statements.  I forecast US$1180 as an interim top and it  only reached $1170 before pulling back to the $1140 level.  I had also thought we would have pulled back for  longer and that this rally would be a false break out.   So much for short term forecasting it is  extremely difficult.  This short term  forecast turned out wrong thanks to one trillion more reasons potentially  circulating in Europe. 

