Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, March 05, 2010

Gold Stocks Analysis and its Usefulness For Precious Metals Investors  / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

In our previous essays we have covered the situation on the USD, gold and silver markets, but since there's more to the precious metals sector than just these two metals, we have decided to supplement the previous analysis by covering the precious metals stocks. If you are interested in trading gold and silver only, you might want to reconsider before clicking that X in your web browser's window - after all, precious metals stocks are highly correlated with the metals, and they even used to lead the metals in the past. Consequently, even if you are not interested in trading or investing in the PM stocks, you might still benefit by analyzing this part of the sector.

Friday, March 05, 2010

Why Gold Bulls Should be Excited / Commodities / Gold and Silver 2010

By: Seven_Days_Ahead

The Technical Trader’s view

Friday, March 05, 2010

Gold, What’s More Important, Price Per Ounce or Ounces Owned? / Commodities / Gold and Silver 2010

By: Jeff_Clark

Casey’s Gold & Resource Report In a recent conversation with a fellow gold analyst, he was emphatic that the price one pays for physical gold should be ignored. “What’s far more important,” he insisted, “is how many ounces I own in relation to the total value of my assets.”

Friday, March 05, 2010

Gold Euro Record Highs / Commodities / Gold and Silver 2010

By: Zeal_LLC

After spending our entire lives in a dollar-dominated world, we Americans naturally view gold through a dollar-centric lens.  We assume the gold charts we’re seeing are universal.  But this isn’t the case, as investors around the globe view gold in their own local currencies.  Recent developments in euro gold highlight the importance of keeping this truth in mind.

Friday, March 05, 2010

Why I'm Buying Back into Gold Stocks Now / Commodities / Gold & Silver Stocks

By: DailyWealth

Back in December, I got spooked about gold...

I actually told my subscribers to sell their gold. We sold a position we'd bought back in 2003, when gold was incredibly unpopular.

Friday, March 05, 2010

Why is the Gold Price Rising Now? / Commodities / Gold and Silver 2010

By: Julian_DW_Phillips

The piece we wrote on gold de-coupling from the $:€ exchange rate proved absolutely correct. The action of the last week has shown that as gold rose strongly in the € in the pound and is moving up in the $ alongside most currencies. More than that, market commentators are now mentioning this too. But this action involves far more than these two main currencies.

Friday, March 05, 2010

Gold Investors Still Underweight / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD in the professional wholesale market held steady in London trade early Friday, dipping to $1130 per ounce as the Dollar bounced but nearing new record-high weekly closes for UK and Euro investors.

World stock-markets ticked higher as government bonds eased back.

Friday, March 05, 2010

Penny Mining Shares, U.S. Dollar and Gold / Commodities / Gold & Silver Stocks

By: Dudley_Baker

Penny mining shares are poised for incredible gains in the next 12 – 18 months. But before we discuss the details we believe it is necessary to lay a foundation with a brief discussion of the U.S. Dollar and gold.

Seems the world is fixated on the U.S. Dollar and many see it going substantially higher. In our opinion, the charts do not support that conclusion and we see the dollar having topped out and now heading lower.

Friday, March 05, 2010

International Monetary Policy Favors Gold as Interest Rates Remain Near Zero / Commodities / Gold and Silver 2010

By: GoldCore

Gold was unchanged in London before dipping to $1,126/oz in New York, it then recovered to close down 0.92% at $1,131/oz. It has had a $4 trading range in Asian trading this morning. Gold is currently trading at $1,135/oz and in Euro and GBP terms, gold is trading at €835/oz and £755/oz respectively. Gold remains near record nominal highs in euros and sterling and appears to be consolidating near these record price levels.

Friday, March 05, 2010

Jim Rogers, Commodities Will Outshine Stocks / Commodities / Investing 2010

By: LewRockwell

Should you invest in commodities on the advice by veteran commodities investor Jim Rogers? The Singapore-based billionaire commodities investor has been the most passionate advocate who has been consistently arguing that investing in commodities is much better than putting your money in stocks.

Friday, March 05, 2010

Winning the Energy Investing Game with Zero-Risk Capital / Commodities / Energy Resources

By: The_Energy_Report

"In this game," according to Marin Katusa, senior editor of Casey's Energy Report, "you only get profits when you sell." The zero-capital investing philosophy he advocates wins the hearts and lines the pockets of investors. At the same time, though, it often puts him in the doghouse with some the companies and people he admires most. That's because following this strategy, you a) recoup your original investment once your stock rises, b) pull your original investment out, and then c) return for more when the price dips to the point that the company becomes an undervalued bargain. In addition to learning more about the Casey Free Ride approach and Marin's current energy sector views, get an early glimpse of the European shale plays that have captured his fancy in this exclusive Energy Report interview.

Thursday, March 04, 2010

Precious Metals and the U.S. Dollar / Commodities / Gold and Silver 2010

By: Sol_Palha

"Keep on sowing your seed, for you never know which will grow -- perhaps it all will." ~ Albert Einstein, 1879-1955, German-born American Physicist

Thursday, March 04, 2010

Don't Let Analysts Skew Your Metals Portfolios / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

Every time an investment outperforms much of the market, the entirety of the financial services community reaches in to offer their two cents.  We saw this in real estate, the bull run in commodities throughout the early 2000s, and in many high performing investment sectors before these booms. 

Thursday, March 04, 2010

Chinese Government to Citizens: Buy Gold and Silver / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

No longer favoring the US dollar, the Chinese government increased its holdings of gold from 600 tonnes in 2003 to 1,054 tonnes in 2009.  This month, rumors began circulating that the Chinese government may indeed purchase from the IMF 191.3 tonnes of gold.  While the government has denied this rumor, China Investment Corp. has purchased positions in gold miners such as Canadia’s Kinross Gold, Gold Fields of South Africa, and AngloGold Ashanti.  

Thursday, March 04, 2010

Metal Tiger… / Commodities / Commodities Trading

By: HRA_Advisory

A sign of the times is seen in the deal the CME Group (CME-N), umbrella for the Chicago and NYMEX commodity bourses, is buying 90% of the Dow Jones index system from News Corporation (NWS-Q).  The traditional newspaper business is having a tough go competing with the internet, which prompts the sale.  One could argue this is another example of the commodities space taking up some of the ground opened by the past decade’s bear market for equities. 

Thursday, March 04, 2010

Yemen’s Push Into the Natural Gas Sector Fails to Stimulate Excitement, Raises Disturbing Questions / Commodities / Natural Gas

By: OilPrice_Com

With Yemen’s oil revenues plunging, the government’s push into the gas market seemed like an economic saving grace for a state wracked by poverty and terrorism, but analysts warn more thought should be given to carving out the country's post-petroleum era.

Thursday, March 04, 2010

Natural Gas Trumps Gold's Comeback... / Commodities / Natural Gas

By: Oakshire_Financial

In our report published November 20th, 2009, we recommended immediate action be taken regarding gold positions in general and in a particularly profitable, zero premium trade in silver that we had prescribed several weeks prior.  In the face of a steadily rising bullion price we said the following:

Thursday, March 04, 2010

Gold Rally Pauses on Asian Selling / Commodities / Gold and Silver 2010

By: Adrian_Ash

GOLD PRICES bounced above yesterday's low of $1133 an ounce for US investors early in London trade on Thursday, rising back to $1140 by lunchtime as the Dollar eased back on the forex market and European shares held flat.

UK and Eurozone interest rates were left unchanged by this month's central-bank decisions in London and Frankfurt.

Thursday, March 04, 2010

Gold's Technicals Improved as Markets Await U.S. Jobs Report / Commodities / Gold and Silver 2010

By: GoldCore

Gold had a strong run in London and the US rising to $1,144.85/oz before falling back slightly to close up 0.55% in US trading. It has dropped as low as $1,132.00/oz in Asian trading this morning before bouncing somewhat. Gold is currently trading at $1,138.00/oz and in euro and GBP terms, gold is trading at €833/oz and £756/oz respectively - near recent nominal highs in both currencies.

Thursday, March 04, 2010

Consquences of Storing Wealth in Cash Paying Negative Real Returns / Commodities / Gold and Silver 2010

By: Adrian_Ash

How long will people choose to hold any wealth in cash given it's losing value thanks to negative real rates of interest...?

PEOPLE don't always do what policy-makers expect or demand of them. And a good job, too.