Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, April 22, 2009
Gold Price Forecast: Market-Long-Wave Analysis 2009-2012 / Commodities / Gold & Silver 2009
By: Andrew_Butter
Apparently gold is "hard to value" since it doesn't have a cash flow (the gold game) (well actually until you decide to sell it has a negative cash flow because you got to keep it in vaults or nasty people are disposed to steal it).
Wednesday, April 22, 2009
Matt Badiali: Focus on the Mining Sector Prospect Generators / Commodities / Metals & Mining
By: The_Gold_Report
According to Matt Badiali, editor of S&A Oil Report, prospect generators represent the best opportunities in the mining sector. Instead of being cash-burning machines that dilute shareholder equity, they put up the initial investment on a property, "do the science," and then turn it over to a partner who puts up the money to drill the projects. He calls the power of the prospect-generating model "astonishing," and names some companies that he considers top-flight in the sector.
Wednesday, April 22, 2009
New Gold & Red Back – Building a Major League Profile / Commodities / Gold & Silver Stocks
By: Richard_Mills
As a general rule, the most successful man in life is the man who has the best informationWith gold stocks, bigger is almost always better. When you look at the cash costs of the industry, almost all the lowest cost producers are major mining companies. Larger production means more ounces to amortize costs, so a lower cost per ounce.
Tuesday, April 21, 2009
Crude Oil & Gas ETF Setting Up for Another Bull Run / Commodities / Crude Oil
By: Mike_Paulenoff
As we discussed late yesterday, all of the action in the ProShares UltraLong Oil & Gas ETF (NYSE: DIG) off of the March 26 high at 25.49 looks like a consolidation-digestion area ahead of another run on the upside to complete an intermediate-term recovery period that began during the first week of March. This morning’s decline to a marginal new pullback low at 21.78 (off of the April 3 high at 25.29) did not follow-through to the downside.
Tuesday, April 21, 2009
Agri-Foods an Offensive Investment Strategy Against Inflation / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Where to put your next egg? That question receives a lot of thought by investors as the Bernanke/Obama Bear Market continues unabated. As always with complex questions , some simple answers exist. For example, if you had put your nest egg in eggs, one would have done better than the U.S. equity market. That is one of the many messages in our first chart this week. It portrays the return on the more important Agri-Food commodity prices compared to the S&P 500 and oil over the past two plus years. The mean return on this basket of commodities for this period of measurement is +9% versus -15% for the S&P 500.
Tuesday, April 21, 2009
Gold Rallies as Stocks Drop, TARP Challenged as "Fraud, Waste & Abuse" / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE SPOT PRICE of physical gold rose as the US opening approached on Tuesday, undoing all of last week's 3.5% drop and adding to yesterday's rally at $894 an ounce.
"[Monday's] move was driven by a sharp drop in equities," says today's technical Gold note from Mitsui, also here in London, "led by a jump in bad loans at the Bank of America and a drop in revenues of 11% at IBM.
Monday, April 20, 2009
Recovery Rally in Gold Miners GDX ETF / Commodities / Gold & Silver Stocks
By: Mike_Paulenoff
My near-term work argues that the decline in the Market Vectors Gold Miners ETF (NYSE: GDX) from the March 26 high at 39.15 into Friday’s low at 30.80 is complete, and that the GDX has started a recovery rally reaction that should climb at least to 33.00 in the upcoming hours.
Monday, April 20, 2009
The Gordon Brown Gold Rally Indicator Flashing a Buy Signal / Commodities / Gold & Silver 2009
By: Michael_J_Kosares
As illustrated above, British Prime Minister Gordon Brown's serial attempts to persuade the International Monetary Fund to sell gold have proven to be one of the more reliable indicators of an impending price spike. Over the past decade, Brown has begged, pleaded and otherwise cajoled the IMF no less than four times to sell from its 3217 tonne hoard. Each of the first three attempts were stymied for one reason or another (mostly having to do with reluctance on the part of the U.S. Congress) and each was the harbinger of a major price rally. Brown's fourth and latest attempt to pry metal out of the IMF came during the early April meeting of G-20 in London.
Monday, April 20, 2009
Coming Inflation Good for Commodities / Commodities / CRB Index
By: Frank_Holmes
By Evan Smith and Brian Hicks - Higher inflation is coming. It’s impossible to predict exactly when it will arrive, but the trillions of dollars worth of new money injected into the global financial system make it inevitable.
Monday, April 20, 2009
Gold Bounces as Volcker Challenges Inflation-Targeting and Bail-Out Policies / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE PRICE OF PHYSICAL GOLD rose as the US opening drew near on Monday, jumping 1% from an AM Gold Fix here in London of $870 per ounce after losing value for the last four weeks running.
European bourses meanwhile fell, unwinding more than half of last week's 2.7% gains.
Sunday, April 19, 2009
How to Trade Gold Bullion and Gold Stocks Using Bullish Percent Cycles / Commodities / Gold & Silver 2009
By: Chris_Vermeulen
So many people want to know how to trade gold and to be honest, if your patient enough to wait for a buy signal and low risk setup then trading gold can really pay off with only a few trades. This report shows a couple charts which I follow to help time my trades. My trading model allows us to trade any sector but I prefer to trade gold and oil because of the accuracy which they have provided in the past.
Sunday, April 19, 2009
Silver Increasing Downside Risk / Commodities / Gold & Silver 2009
By: Clive_Maund
Silver has shown technical deterioration over the past week which is increasing the risk of it aborting the bullish Cup & Handle pattern that we had described in the last update. Specifically it closed below the important support at the mid-March hammer low as a result of Friday`s sharp drop. As we can see on the 1-year chart, it has not yet broken below the important support level shown, so it could still recover from here.
Sunday, April 19, 2009
Gold and Silver Suffer Technical Deterioration / Commodities / Gold & Silver 2009
By: Clive_Maund
Both gold and silver have suffered technical deterioration over the past week with the result that they are now close to aborting the short to medium-term bullish scenario that was set out in the last update. Meanwhile, large Precious Metals shares are on the point of breaking down from their shallow uptrends in force from December - January after further losses this past week.
Saturday, April 18, 2009
Gold and Silver Developing Bearish Formations / Commodities / Gold & Silver 2009
By: Merv_Burak
Since reaching its recent high in late February gold has been tracking a basic downward path. It closed on Friday at a new reaction low. Is this to continue into a new bear market move or are we in for a reversal ahead?
GOLD LONG TERM
We’ve had an up move and a down move on that long term point and figure (P&F) chart shown last week but other than that there is no change to its message. It is still in a BEAR mode with a projection to the $705 level.
Saturday, April 18, 2009
Gold Confidence and Inflation / Commodities / Gold & Silver 2009
By: Julian_DW_Phillips
"You can fool all of the people some of the time and some of the people all of the time, but you can't fool all of the people all of the time, but you can give it a good go and discredit the rest who won't be fooled!" If it doesn't go like that maybe it should?
Friday, April 17, 2009
Calm Before the Economic Storm - Safety in Gold and Silver / Commodities / Gold & Silver 2009
By: The_Gold_Report
SilverStrategies.com editor Sean Rakhimov expects the economic crisis may go on for a generation even with (or because of) all the government intervention. In this exclusive interview with the Gold Report, he tells us he expects physical gold and silver to lead the parade. When picking stocks to buy now, he says investors have to decide for themselves whether a company will survive the washout; it may be tough going from here to there, but ignoring short-term market fluctuations and sticking with survivors should prove beneficial in the long run.Read full article... Read full article...
Friday, April 17, 2009
More Downside for Gold; Bottom in for Natural Gas UNG ETF / Commodities / Gold & Silver 2009
By: Mike_Paulenoff
Just a word about gold, which since 2/16 has lost about 12% in value,
while the S&P 500 Depository Receipts (SPY) has gained about 7%. The chart
pattern on the daily Spot Gold chart from August 2008 to the present argues
for still more weakness that presses prices towards a test and likely break
of the early April low of $865.10 on the way to an optimal next target
zone of $848-$843 prior to another significant rally effort.
Friday, April 17, 2009
Stocks and Commodities Markets Secular and Cyclical Trend Indicators / Commodities / Cycles Analysis
By: Tim_Wood
As we should all remember, in early 2008, commodities were on fire as they moved up into their parabolic tops. Of late we have seen a rebound and based on the e-mails that I’ve been receiving, the crowd is once again turning bullish. Personally, my analysis tells me that commodities are now entering another very critical juncture and how they handle this test will set the stage for months to come. Read full article... Read full article...
Friday, April 17, 2009
Is the Gold Rush Over? / Commodities / Gold & Silver 2009
By: LiveCharts
Neil Kokemuller writes: Since 2000, gold has been one of the most consistent and high performing investments in the financial investment arena. The shiny natural resource has returned profit at an annual rate of return around 16 per cent during the last eight years. However, after setting a new all-time high at $1,020 per ounce early in 2008, gold has become somewhat stale. This has become especially apparent of late as investors have become more interested in moving back into more risky investments, including stocks.Read full article... Read full article...
Friday, April 17, 2009
Gold and Silver Fall Despite Firm Global Demand / Commodities / Gold & Silver 2009
By: Mark_OByrne
Gold and silver fell yesterday (1% and nearly 4% respectively) as strength in the dollar and increasing risk appetite, as seen in rising equity indices, saw the precious metals come under pressure.Read full article... Read full article...