Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, April 06, 2011
Gold and Oil Will Soar When the Saudi Monarchy Falls / Commodities / Middle East
By: Ron_Holland
Oil at $200 plus a barrel will be the least of America’s problems when the Saudi Monarchy falls.
"If something happens in Saudi Arabia it (oil) will go to $200 to $300 (a barrel). I don't expect this for the time being, but who would have expected Tunisia?" ~ Former Saudi oil minister Sheikh Zaki Yamani 4/5/11
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Wednesday, April 06, 2011
Welcome back to the Worldwide Fiat Currency Race to Debase! / Commodities / Gold and Silver 2011
By: GoldSilver
Take a moment to examine how gold and silver have performed against their fiat currency competition in the first quarter of 2011.
Silver has continued running hot, over the past three months silver has enjoyed a 20.3% appreciation against 75 fiat paper currencies around the globe!
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Wednesday, April 06, 2011
Lithium to Elevate Equities and Investor Mood / Commodities / Metals & Mining
By: The_Energy_Report
House Mountain Partners Founder Chris Berry points to the rising quality of life in Asia as competition for strategic resources that could push the cost of energy to the breaking point. There won't be a single solution, but more efficient electricity storage to power vehicles will be critical. High-capacity batteries are dependent on several metals, including lithium, which is still underappreciated by the commodity and equity markets. In this exclusive interview with The Energy Report, Chris shares some of his favorite lithium companies and why he sees dramatic upside potential in each one.
Tuesday, April 05, 2011
A Look at Gold’s Long-term Outlook / Commodities / Gold and Silver 2011
By: Clif_Droke
Let’s step back for a moment and take a look at the big picture. Although the primary focus of traders should be on the short-term technical outlook for gold, silver and mining stocks, it’s good to have a good idea of where the precious metals are likely headed in the 3-4 year out look.Our primary analytical tools for discerning the longer-term trends that are likely to emerge are the yearly Kress Cycles. Fundamentals can be useful but the long-term cycles are even more important since they ultimately determine the overall direction that asset prices will take.
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Tuesday, April 05, 2011
Junior Gold Miners ETF in Bullish Coiling Formation / Commodities / Gold & Silver Stocks
By: Mike_Paulenoff
All of the action in the Market Vectors Junior Gold Miners ETF (GDXJ) since the March 7 high at 41.00 exhibits a series of higher lows juxtaposed against lower highs. In other words, the pattern is a contracting consolidation or coil formation.
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Tuesday, April 05, 2011
Uranium Mining Stocks: Sanity to Return as Media-Induced Nuclear Power Fear Subsides / Commodities / Uranium
By: Jeb_Handwerger
The Cassandras of the media beat the drums of fear concerning Japan’s millennial tragedy, which has been a confluence of perfect storms. There has been a great deal of bad news coming out of Japan which the press has spun into a blanket condemnation of the entire nuclear industry. It is only a matter of time until investors recognize that the media is spinning fear that goes beyond Fukushima. Undoubtedly, their tactic's intention is to sell commercial TV time, even if it means destroying a major source of clean, efficient, and safe energy; nuclear is a vital component of clean and independent energy.
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Tuesday, April 05, 2011
Silver "Diverts Attention from Gold" as Chinese Hike Puts Global Interest Rates "In Focus" / Commodities / Gold and Silver 2011
By: Adrian_Ash
WHOLESALE PRICES to buy gold repeated yesterday's $10 range on Tuesday, briefly slipping in London beneath $1431 per ounce after the central bank in China – home to the world's No.2 consumer market – raised interest rates for the second time in 2011.
The People's Bank's move took Chinese borrowing rates to 6.31%, with one-year bank deposit rates rising to 3.25%.
Tuesday, April 05, 2011
Gold, Banks and the Governments / Commodities / Gold and Silver 2011
By: Neil_Charnock
I have written this article to:
- Compliment some analysis I believe to be correct.
- To address some misinformation about the banking system which could potentially be dangerous to your financial future, and
- To reinforce your confidence in the fantastic golden opportunity right now and directly ahead.
Tuesday, April 05, 2011
China Room to Increase Gold Reserves, Silver Backwardation Correction / Commodities / Gold and Silver 2011
By: GoldCore
Gold and silver have consolidated after yesterday’s gains although gains have been made in the Japanese yen which has fallen due to a growing realisation that the nuclear disaster is far from over and will pose massive challenges to the Japanese economy and challenges to the global economy.
Tuesday, April 05, 2011
Rising Crude Oil Prices, Is Yemen the Next Trigger? / Commodities / Crude Oil
By: Money_Morning
Jon D. Markman writes:
Crude oil futures spiked to a 30-month high on Monday - and crude prices have zoomed 19% so far this year - so it's no surprise that energy stocks have enjoyed one whale of a run.
Even so, energy stocks continue to top my list of favorite plays - and for one very good reason.
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Tuesday, April 05, 2011
Crude Oil Market Speculation Argument to be Tested by WTI Rollover Cycle / Commodities / Crude Oil
By: Dian_L_Chu
The monthly roll cycle starts Tuesday April 5th for Crude Oil with the 4-day rolling of USO positions, the USO is an exchange traded security meant to track movements in the WTI futures contract. This happens over a four day period now from the 5th-8th of April, so that traders cannot easily front-run the rollover process.
Tuesday, April 05, 2011
Distressed Companies Offer Gold Lining / Commodities / Gold and Silver 2011
By: The_Gold_Report
Jared Sturdivant, portfolio manager and managing partner of O-Cap Management, LP, likes to find special-situation investment opportunities, which include companies that have "good assets and bad balance sheets." When he finds them, he digs deep to ascertain their value and looks for the catalyst that will turn them into attractive investment opportunities. In this exclusive interview with The Gold Report, Jared talks about which companies in the metals sector look good to him now.
Monday, April 04, 2011
Silver Leads the Metals Charge / Commodities / Gold and Silver 2011
By: Mike_Paulenoff
Spot silver continues to lead the charge of the metals and mining complex. The iShares Silver Trust (SLV) and Silver Wheaton (SLW) are in thrust position -- as is the SPDR Gold Shares (GLD) and Freeport-McMoRan Copper & Gold (FCX) -- poised to rally to hurdle key resistance plateaus on the way to new high ground.
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Monday, April 04, 2011
Gold’s historic undervaluation versus oil / Commodities / Gold and Silver 2011
By: Michael_J_Kosares
The Wikileaks/Financial Times revelations on significant gold buying interest in the Middle East — notably Iran’s central bank, Jordan’s central bank and Qatar’s sovereign wealth fund — brought to mind the story of Saudi Arabia’s King Ibn Saud and his sale of oil concessions to the major oil companies. In payment he received 35,000 British sovereigns — a coin many of you hold in your own sovereign wealth fund. The good king understood the difference between the value of gold and the value of a paper promise.
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Monday, April 04, 2011
The Bedrock of the Gold Bull Rally / Commodities / Gold and Silver 2011
By: Frank_Holmes
Last week I had the pleasure of participating in a webcast for Bloomberg Markets Magazine regarding gold investing. It was a very insightful presentation and I suggest you view the replay at www.bloombergmarkets.com. What struck me on the call was the negativity surrounding the gold market. Call it a bubble, a frenzy or mania, there seems to be a large number of voices in the marketplace who just are not fans of gold, whether prices are moving up, down or sideways.
Monday, April 04, 2011
Gold and Silver and the Endgame for U.S.A. Inc. / Commodities / Gold and Silver 2011
By: Midas_Letter
I’m going to take a leap of faith and assume the reader harbours a sufficiently enlightened mind to be aware of several key facts regarding the world as we know it. The fatuous commentary suggesting gold is a bubble, gold has peaked, gold is a bad investment, etc shall from this point forward be consigned to its rightful place in the Horribly Flawed Thinking dumpster and discussion of same restricted to the hopelessly naïve (or sublimely clever and duplicitous) CNBC. Henceforth we proceed under the assumption that ;
Monday, April 04, 2011
Gold "Consolidates", Re-Asserts Link with Euro / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF GOLD rose Monday morning in London, nearing last week's high of $1439 per ounce as energy prices led a rise in commodity prices and silver bullion jumped more than 1.8% to fresh 31-year highs.
Stock markets were mixed, rising in Hong Kong and London but holding flat in Tokyo and Paris, while Brent crude oil rose to a new 30-month peak near $120 per barrel.
Monday, April 04, 2011
Silver Reaches New 38-Year High at $38.50/oz - Backwardation Ends But COT Data is Bullish / Commodities / Gold and Silver 2011
By: GoldCore
The positive momentum of gold and silver continue with both higher in European trade as oil prices have risen due to geopolitical tensions in oil rich nations and the euro has fallen on Eurozone debt concerns.
Focus will be on interest rates this week with the ECB likely to increase interest rates, and renewed speculation as to whether the Federal Reserve will attempt to increase interest rates or embark on QE3.
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Monday, April 04, 2011
Uranium Prices And Producers Are Poised to Rebound / Commodities / Uranium
By: Money_Morning
Jason Simpkins writes:
Uranium spot prices and shares of uranium mining companies have plunged in recent weeks amid fears that the situation in Japan could deteriorate into a nuclear meltdown on par with Chernobyl.
Investors fear that the explosion and subsequent radiation leaks at the Fukushima nuclear power plant will force other countries to tighten restrictions, or worse, abandon their pursuit of nuclear power as an alternative source of energy.
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Monday, April 04, 2011
Waking Up Washington to Critical Metals / Commodities / Metals & Mining
By: Anthony_David
On March 11, 2011, The Environmental and Energy Study Institute (EESI) held a congressional briefing on critical metals, which includes strategic metals and rare earth elements (REEs). The briefing – entitled “Securing America’s Supply of Critical Materials and Rare Earth Elements: Implications for Renewable Energy” – focused on the global supply of critical materials, developments in China, and how US policy could be framed such that the nation’s expertise in the occurrence, detection, extraction, processing, and recycling of these commodities could be strengthened.
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