
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, May 11, 2010
Gold And Silver’s Big Move And The Very Special Circumstances That Causes It / Commodities / Gold and Silver 2010
By: Hubert_Moolman
 From October 2008 to date the gold price has  performed rather well. It is up 77.6% from the intraday low of $682 on 24  October 2008. It is of course not the only good up since then; in fact most  goods are quite well up in nominal dollar terms.
From October 2008 to date the gold price has  performed rather well. It is up 77.6% from the intraday low of $682 on 24  October 2008. It is of course not the only good up since then; in fact most  goods are quite well up in nominal dollar terms.If a good is up in price 77% in a period of about 1.5 years it would probably be reasonable to expect at least a slowdown in the pace of price growth or even a gradual decrease. Unless, there are very special circumstances present, such as one could probably have in a case of hyperinflation or say an extreme sudden shortage of that good which cannot be immediately replenished etc. one would certainly not expect it to accelerate further at an even faster rate as before. Read full article... Read full article...
Tuesday, May 11, 2010
How to Make Money Trading the Gold Market / Commodities / Gold and Silver 2010
By: INO
 Perhaps no other market in the world elicits such emotion and passion than the   world's gold market. One only has to mention gold, and theories just come out of   the woodwork in regards to conspiracy, market manipulation, and a host of other   less than savory subjects.
Perhaps no other market in the world elicits such emotion and passion than the   world's gold market. One only has to mention gold, and theories just come out of   the woodwork in regards to conspiracy, market manipulation, and a host of other   less than savory subjects. 
Tuesday, May 11, 2010
Gold Tests Record Highs as Euphoria on Short Covering Rally Fades / Commodities / Gold and Silver 2010
By: GoldCore
 Gold has recovered from the slight sell off seen yesterday and stayed above $1,200/oz in Asian trading before rallying in early European trading. The initial euphoria that saw stocks and the euro surge yesterday has quickly dissipated with the euro giving up most of yesterday's gains and stocks coming under pressure this morning.
Gold has recovered from the slight sell off seen yesterday and stayed above $1,200/oz in Asian trading before rallying in early European trading. The initial euphoria that saw stocks and the euro surge yesterday has quickly dissipated with the euro giving up most of yesterday's gains and stocks coming under pressure this morning. Read full article... Read full article...
Tuesday, May 11, 2010
Gold And The Myth Of Free Markets / Commodities / Gold and Silver 2010
By: Darryl_R_Schoon
 Some conspire to take power; others conspire to keep  it
Some conspire to take power; others conspire to keep  it
What we don’t know explains what we don’t understand. This is why the work of the Gold Anti-Trust Action committee, GATA, is to be admired. Much of the exposure of the US government’s hidden hand in the manipulation of the gold markets is due to GATA’s work. What most still do not understand is the extent of that hidden hand and its effect on America, a nation many believe to be free.
Read full article... Read full article...
Monday, May 10, 2010
CRU's Helen O'Malley Speaks Manganese / Commodities / Metals & Mining
By: The_Gold_Report
 "The  price for manganese ore has recovered a lot more swiftly and strongly than we  anticipated," explains Helen O'Malley, a bulk manganese specialist with  London-based CRU, adding: "The price bottomed out last year to about $3.50  per dry metric ton unit (DMTU) and now it's up to about $8.00." In this  exclusive interview with The  Gold Report, O'Malley sheds some light on the seldom-discussed metal and its  supply and demand fundamentals. She also explains how the market is really  being driven by China and even lists several junior mining companies who are  actively exploring manganese properties.
"The  price for manganese ore has recovered a lot more swiftly and strongly than we  anticipated," explains Helen O'Malley, a bulk manganese specialist with  London-based CRU, adding: "The price bottomed out last year to about $3.50  per dry metric ton unit (DMTU) and now it's up to about $8.00." In this  exclusive interview with The  Gold Report, O'Malley sheds some light on the seldom-discussed metal and its  supply and demand fundamentals. She also explains how the market is really  being driven by China and even lists several junior mining companies who are  actively exploring manganese properties.
Monday, May 10, 2010
Greenland Proceeds with Plans for Offshore Drilling in Arctic Waters / Commodities / Crude Oil
By: OilPrice_Com
While the oil spill from a sunken drilling rig in the Gulf of Mexico threatens to become an environmental disaster, plans are proceeding for opening up new drilling territories in the iceberg-infested waters off Greenland.Read full article... Read full article...
Monday, May 10, 2010
Increasing Sovereign Bailouts and Worsening Economy Boost Gold and Silver / Commodities / Gold and Silver 2010
By: Captain_Hook
 More  than the perception increasing sovereign bailouts in a worsening economy around  the world will bolster precious metals moving forward, countries that are still  paying their bills will need to have greater percentages of gold in reserve in  order to maintain any semblance of currency stability in what might escalate  into quasi-hyperinflation despite what faulty money supply measures will have  the consensus believe. This is why gold is rising  in the collective faces of the deflationists, and why it will continue to  confound such views. It’s because the gold is gone and in short supply in a  world that will need it to facilitate currency stability and trade  increasingly; this, as confidence in governments and bureaucracies around the  world are called into question.
More  than the perception increasing sovereign bailouts in a worsening economy around  the world will bolster precious metals moving forward, countries that are still  paying their bills will need to have greater percentages of gold in reserve in  order to maintain any semblance of currency stability in what might escalate  into quasi-hyperinflation despite what faulty money supply measures will have  the consensus believe. This is why gold is rising  in the collective faces of the deflationists, and why it will continue to  confound such views. It’s because the gold is gone and in short supply in a  world that will need it to facilitate currency stability and trade  increasingly; this, as confidence in governments and bureaucracies around the  world are called into question. 
Monday, May 10, 2010
Gold "Calms" as Stocks, Euro Leap on Brussels' €750bn "Shock & Awe" / Commodities / Gold and Silver 2010
By: Adrian_Ash
 THE  PRICE OF GOLD fell hard from last week's  record-high finish on Monday morning, losing 2% vs. the Dollar as commodities  and global equities jumped on news of the European Union's new €750 billion  "Stabilization Mechanism" plan.
THE  PRICE OF GOLD fell hard from last week's  record-high finish on Monday morning, losing 2% vs. the Dollar as commodities  and global equities jumped on news of the European Union's new €750 billion  "Stabilization Mechanism" plan.
  
  The Euro currency leapt 2.6% during Asian trade, rising back above $1.30 – a  level first broken in late 2004 – for the first time in five sessions.
Monday, May 10, 2010
The Gold Bull Market Ratio, Paperbugs Don't Understand How Far We Have to Go / Commodities / Gold and Silver 2010
By: Adam_Brochert
 The value of common stocks relative to Gold is about to accelerate in the   opposite direction the Larry Kudlow and Jimmy Jack Cramer crowd are expecting.   The concept of relative wealth is an important one for Gold bulls to comprehend   and embrace, as it allows them to calculate gains in something besides unstable   paper debt-backed fiat currency, which is a worthless measure of value. In other   words, it negates the need to worry about the inflation-deflation debate.
The value of common stocks relative to Gold is about to accelerate in the   opposite direction the Larry Kudlow and Jimmy Jack Cramer crowd are expecting.   The concept of relative wealth is an important one for Gold bulls to comprehend   and embrace, as it allows them to calculate gains in something besides unstable   paper debt-backed fiat currency, which is a worthless measure of value. In other   words, it negates the need to worry about the inflation-deflation debate. 
Sunday, May 09, 2010
Optimizing Your Gold Investment Vehicle / Commodities / Gold and Silver 2010
By: Submissions
Sam Kirtley writes: There are many different investment vehicles one can use to invest in gold. The key aspects that we as investors and traders look for are the vehicles relationship and correlation with gold prices, and how much that correlation is or isn’t leveraged to the gold price. More leverage is not always the objective of an investor, one may be looking for less sensitivity to the gold price, or simply to match gold’s performance.Read full article... Read full article...
Sunday, May 09, 2010
Gold Targets New All Time High Whilst Gold Stocks Avoid Market Crash / Commodities / Gold and Silver 2010
By: Clive_Maund
 Gold ended last week very close to new highs against the dollar, which was a   remarkable achievement given that the dollar soared and that the stockmarket   fell heavily. The NYSE tried to explain away the near 1000 point drop in the   DJIA intraday on Thursday as being due to some sort of technical glitch, but the   more plausible explanation for us is that it was occasioned by temporary blind   panic, which should it recur would have rather unfortunate consequences, to put   it mildly. The implications of this formidable strength in gold are immense, for   what this means is that it has arrived at the point where it no longer matters   much what the dollar and stockmarkets do - it's going up anyway. The reason for   this is that we are now advancing rapidly into the endgame of the global fiat experiment, which is   concluding as it inevitably must with mess and mayhem.
Gold ended last week very close to new highs against the dollar, which was a   remarkable achievement given that the dollar soared and that the stockmarket   fell heavily. The NYSE tried to explain away the near 1000 point drop in the   DJIA intraday on Thursday as being due to some sort of technical glitch, but the   more plausible explanation for us is that it was occasioned by temporary blind   panic, which should it recur would have rather unfortunate consequences, to put   it mildly. The implications of this formidable strength in gold are immense, for   what this means is that it has arrived at the point where it no longer matters   much what the dollar and stockmarkets do - it's going up anyway. The reason for   this is that we are now advancing rapidly into the endgame of the global fiat experiment, which is   concluding as it inevitably must with mess and mayhem. 
Sunday, May 09, 2010
Gold Latest Activity Looks Too Good To Be True / Commodities / Gold and Silver 2010
By: Merv_Burak
 The saying  “looks too good to be true” just seems to fit the latest gold activity.  I like the action but something just doesn’t  jive.  Maybe it’s that (lack of) momentum  (strength) behind the recent stock price action.  Love it while it’s there but always be on  guard.
The saying  “looks too good to be true” just seems to fit the latest gold activity.  I like the action but something just doesn’t  jive.  Maybe it’s that (lack of) momentum  (strength) behind the recent stock price action.  Love it while it’s there but always be on  guard.
Saturday, May 08, 2010
The No. 1 Reason Gold Could Enter Mania Phase Soon / Commodities / Gold and Silver 2010
By: DailyWealth
 On February 18, 2009 the Financial Times published one of the most important articles nobody read.
On February 18, 2009 the Financial Times published one of the most important articles nobody read.
                
                The article's headline was Gold primed to become "mania asset."
                
Saturday, May 08, 2010
The Coming Oil Price Shock / Commodities / Crude Oil
By: Andrew_McKillop
 Fatal Difference - Fatal Indifference -  We need only to recap the experience of the 1970s and 1980s to understand why massive  public national deficit financing of Keynesian-type spending to restore global economic
  growth will almost surely end with a 1970s style oil shock. That is oil price explosion,
  falling consumer confidence and corporate investment, falling economic growth, finance
  sector panic, competitive devaluation of world moneys and a catastrophic slump back into
recession. Like the 1970s experience, the recession will be very inflationary.
Fatal Difference - Fatal Indifference -  We need only to recap the experience of the 1970s and 1980s to understand why massive  public national deficit financing of Keynesian-type spending to restore global economic
  growth will almost surely end with a 1970s style oil shock. That is oil price explosion,
  falling consumer confidence and corporate investment, falling economic growth, finance
  sector panic, competitive devaluation of world moneys and a catastrophic slump back into
recession. Like the 1970s experience, the recession will be very inflationary.
Saturday, May 08, 2010
Silver's Plunge, Last Chance to Sell or Buying Opportunity? / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
 Thursday saw a huge reversal in the general stock market accompanied by huge   volume. There seemed to be a selling mood, which accelerated for several hours   though the mid-day period. Is this a beginning of a severe plunge or are we   likely to see at least a small move higher - and what does this mean for silver?   These are the questions that we will deal with in the following part of this   essay.
Thursday saw a huge reversal in the general stock market accompanied by huge   volume. There seemed to be a selling mood, which accelerated for several hours   though the mid-day period. Is this a beginning of a severe plunge or are we   likely to see at least a small move higher - and what does this mean for silver?   These are the questions that we will deal with in the following part of this   essay.
Saturday, May 08, 2010
Crude Oil Plunges as Turbulence Rocks Financial Markets / Commodities / Crude Oil
By: OilPrice_Com
In a week of market turmoil resulting from Greece’s fiscal crisis, oil went from an intraday high above $87 on Monday – its highest point in more than a year and a half – to plunge briefly below $75 on Friday.Read full article... Read full article...
Saturday, May 08, 2010
Gazprom vs Shalegas: The victory of the energy colossus / Commodities / Natural Gas
By: Submissions
Maninder Batra writes: Shale gas has been touted by the western media as a savior for the West and a silver bullet against Gazprom .In the past few years, due to extreme increase in prices of natural gas prices and betterment of Hydraulic fracturing ,Shale gas became economical .If we were to believe the western media hype and propaganda ,Shale Gas would ruin Gazprom ,a scenario which the anti-russian western media loves to drool over.
Read full article... Read full article...
Friday, May 07, 2010
Crude Oil Follows Euro Lower / Commodities / Crude Oil
By: LiveCharts
Crude oil prices have been sinking this week with the plunge in the Euro resulting from serious concerns over the credit worthiness of major European economies including Greece, Spain, and most recently, Portugal.
Read full article... Read full article...
Friday, May 07, 2010
Gold Again Rallies on Continuing Risk Aversion and Safe Haven Demand / Commodities / Gold and Silver 2010
By: GoldCore
 Gold has again rallied on continuing risk aversion and safe haven demand. With European equity markets again under pressure and Wall Street threading water with slight losses, traders are choosing to be long gold over the weekend. Gold has rallied in dollars and particularly in British pounds and Japanese yen (see Cross Currency Table). Speculation that the ECB may aid Greece have arrested the recent sharp declines in the euro.
Gold has again rallied on continuing risk aversion and safe haven demand. With European equity markets again under pressure and Wall Street threading water with slight losses, traders are choosing to be long gold over the weekend. Gold has rallied in dollars and particularly in British pounds and Japanese yen (see Cross Currency Table). Speculation that the ECB may aid Greece have arrested the recent sharp declines in the euro.
Friday, May 07, 2010
U.S. Dollar Rally Is Hugely Bullish For Gold, Precious Metals / Commodities / Gold and Silver 2010
By: Stewart_Dougherty
 For  many years, the common viewpoint has been that an inverse price relationship  between the United States Dollar and gold constitutes the First Monetary Commandment,  and that this Commandment is chiseled into a stone tablet before which markets  must genuflect. This false and misleading “Dollar up, gold down” religion has  been proselytized at enormous, covert, public expense by the best market  manipulations the high priests of Dirty Money have ever been able to buy. This  has been done to deceive and delude the people about the true nature of honest money,  and its devious, diabolical and immoral imposters.
For  many years, the common viewpoint has been that an inverse price relationship  between the United States Dollar and gold constitutes the First Monetary Commandment,  and that this Commandment is chiseled into a stone tablet before which markets  must genuflect. This false and misleading “Dollar up, gold down” religion has  been proselytized at enormous, covert, public expense by the best market  manipulations the high priests of Dirty Money have ever been able to buy. This  has been done to deceive and delude the people about the true nature of honest money,  and its devious, diabolical and immoral imposters. Read full article... Read full article...

