Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, August 30, 2010
Silver Producers Enter Profitable Phase / Commodities / Gold & Silver Stocks
By: Sean_Rakhimov
The latest quarterly (Q2, ended June 30, 2010) results from a number of silver producers confirm that they are now entering a phase of sustainable profits. We will look at several companies and try to make sense of the numbers as well as make an EPS projection for the calendar year 2010. This particular selection of companies was not meant to be a comprehensive overview of the entire group of silver producers, yet our intention was to provide a meaningful representation of it. Frankly, these companies are doing better than most of the rest of the group in terms of absolute earnings and comparative rate of growth versus prior years. Notable omissions include Fresnillo (LSE: FRES), Hochschild Mining (LSE: HOC) and Polymetal (LSE: PMTL) mainly due to time constraints and access to data. Companies in the table below are listed in alphabetical order.
Monday, August 30, 2010
Silver and Gold Fall from Favor / Commodities / Gold and Silver 2010
By: David_Morgan
It seems many main stream commentators from the financial channels have abandoned the precious? Rather than beating the drum that gold is over $1000 per ounce we hear that gold is in a bubble.Read full article... Read full article...
Monday, August 30, 2010
Major Gold Rally Coming … / Commodities / Gold and Silver 2010
By: Larry_Edelson
I’m seeing unusual strength in the gold market. Strength that has reversed the very short-term negative trends in gold to positive, and even given me a new cycle projection on my software.
In fact, I believe gold’s recent action is so significant, it’s bearing important messages about the future. I’ll get to those in a minute, and how you should prepare your finances. First, more on the recent action in gold …
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Monday, August 30, 2010
Red Books And Yellowcake - The Permanent Quest For Uranium / Commodities / Uranium
By: Andrew_McKillop
The nuclear industry, both military and civil has been short of uranium since the start. Enrico Fermi's very first experimental plutonium brewing Manhattan Project reactor was built under a New York City football stadium in 1941, to produce radioactive explosives for the USA's first atom bomb. This tiny reactor of a few kiloWatts power contained a few dozen kilograms of enriched uranium and produced only milligrams of plutonium, which was feverishly gathered and stored.
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Monday, August 30, 2010
Silver Up 6% Last Week - Gold-Silver Ratio at 65 Sees Value Buyers Accumulating Silver / Commodities / Gold and Silver 2010
By: GoldCore
Markets nervously await data this week including the important monthly jobs number which will likely again underline the risks of a double dip recession. While Asian shares advanced, European shares (London closed for a public holiday) have been more tentative this morning and the US futures are marginally positive. Currencies markets have not seen much movement but yen is stronger again today despite concerns that the government action will not be able to control currency price movements.
Monday, August 30, 2010
Ratio Analyses Suggest Gold and Silver Will Go MUCH Higher! / Commodities / Gold and Silver 2010
By: Lorimer_Wilson
“Analyzing the long-term relationships of gold with other assets suggests that, in most instances, physical gold and silver and the shares of the companies that mine those precious metals have major upside potential – truly major – in the years to come.” So said Ronald-Peter Stöferle in a 71 page report* on gold he recently released. In an e-mail** to me he implored that I “spread the (golden) word” which I have done below, in Part 2 (access Part 1*** below), in a reformatted and edited [...] version for the sake of clarity and brevity and to ensure a fast and easy read. Stöferle went on to say:
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Monday, August 30, 2010
The Price of Gold is on the Rise, A September Song / Commodities / Gold and Silver 2010
By: Howard_Katz
The time has come. Look to the skies.
The price of gold is on the rise.
In bullish years, on Labor Day
The price of gold becomes in play.
Monday, August 30, 2010
Bernanke Pledge on Economy Gives Some Relief to Oil Prices / Commodities / Crude Oil
By: OilPrice_Com
Oil prices recovered some lost ground Friday after Federal Reserve chairman Ben Bernanke said the Fed stands ready to do whatever it takes to support economic recovery.The benchmark West Texas Intermediate October futures contract gained 2.5% on Friday, settling at $75.17 a barrel and wiping out losses from the beginning of the week. The expiring September contract closed at $73.46 a week ago.
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Sunday, August 29, 2010
Silver Stages a Bullish Breakout / Commodities / Gold and Silver 2010
By: Clive_Maund
After looking extremely vulnerable for weeks, silver staged an upside breakout last week that has taken the price away from the danger zone and also signaled a probable breakout to new highs that, should it occur after such a prolonged standoff, can be expected to lead to a powerful uptrend that takes the price to a target area in the high $20’s.
Sunday, August 29, 2010
Gold Within Striking Distance of Hitting New Highs / Commodities / Gold and Silver 2010
By: Clive_Maund
In the last update we were looking for gold to turn lower, it did turn lower and dropped quite heavily back to its 200-day moving average. However, it has risen all the way back up again and is now within striking distance of breaking out to new highs.
Sunday, August 29, 2010
Gold Charts Don't Match Bullish Expectations of Commentators / Commodities / Gold and Silver 2010
By: Merv_Burak
Too much verbal euphoria, not enough trading euphoria. As an old underground gold miner from long ago I remain somewhat of a gold bug BUT looking at the charts one must be very, very cautious here. The futures trading activity just doesn’t seems to match the expectations of many commentators at this point.
Saturday, August 28, 2010
The Push for a Phony Gold Standard / Commodities / Gold and Silver 2010
By: Michael_S_Rozeff
At Davos in January of this year at a G20 meeting, President Sarkozy of France called for a new global reserve currency. At the 2009 meeting, Russian President Medvedev suggested a new reserve currency to replace the dollar. A Chinese central bank governor has supported a similar idea. The United Nations Conference on Trade and Development wants to replace the dollar.
Saturday, August 28, 2010
Investing in Gold, Finding Comfort in the Economic Downturn / Commodities / Gold and Silver 2010
By: Richard_Daughty
Most of the time, I am so freaked out that I spend most of the day in the Mogambo Bunker Of Paralyzing Fear (MBOPF), scared out of my mind at catastrophic ramifications of the economic stupidities that are being foisted upon us, like, for instance, increasing taxes in a recession! Gaaahhhhhh!
Saturday, August 28, 2010
Gold Bullion Likely To Pullback Then Rocket Higher / Commodities / Gold and Silver 2010
By: David_Banister
Back in latter June I forecasted a big top in Gold, mostly due to the 5 wave structures up from the October 2008 lows to June highs, and the 5 waves up from February lows to June highs converging. We then dropped from 1243 at the time of the forecast to $1155, which was one of my potential “A wave down” rally pivots. I expected a counter-trend rally or “B” wave up to 1212-1225. So, all of that worked out pretty well, until we hit $1238. Now, $1238 is a 78% Fibonacci re-tracement of the drop from $1265 to $1155. Normally, a re-tracement in a weaker market or sector is capped at 61.8% or 50%.Read full article... Read full article...
Saturday, August 28, 2010
What Does The Junior Gold Mining Sector Say about the Gold Price Next Move? / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
With gold rising almost each day now, those of you, who are holding the yellow metal as a long-term investment are most likely happy with this situation. However, Speculators, and particularly Contrarians are probably waiting for the slightest sign of weakness in order to profit in the following correction. As we all know, no market - virtually regardless of the fundamental situation - moves in a given direction in a straight line.Read full article... Read full article...
Friday, August 27, 2010
New Uncle Sam Gold Scam / Commodities / Gold and Silver 2010
By: David_Galland
David Galland, Partner, Casey Research writes:
The latest data on global gold trends, Q2 2010, just popped into my email box from the World Gold Council.
The bad news is that the higher nominal price of gold has caused a 5% decrease in jewelry sales over the prior year.
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Friday, August 27, 2010
How to Own Physical and Paper Gold as Trend Continues Towards $1500 / Commodities / Gold and Silver 2010
By: The_Gold_Report
Casey Research Senior Editor Louis James is very familiar with the gold market and with junior gold companies that have projects all over the world. In fact, he's visited many of the most promising ones. In this exclusive interview with The Gold Report, Louis offers tips on how to own physical gold and "paper" gold, and even picks some junior gold and silver plays with significant potential.
Friday, August 27, 2010
What Will Happen to Gold in a Double-Dip Recession? / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
What is the likelihood of a Double-Dip Recession?
Nearly all the commentary we have heard on this question says the same. "Yes, the prospects of a Double-Dip recession have increased but it remains unlikely that it will happen". We feel that there may be just a hint of self-interest in these answers. The shockwaves that will reverberate should some say it is going to happen, or if the news confirmed that it had started would rattle the markets hugely.
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Friday, August 27, 2010
Gold Trading Quiet as Summer Ends, Big Surge Expected on Poor US Data / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD held flat early in London today, heading into the long August Bank Holiday weekend some 0.8% higher from last Friday's close against the Dollar, Euro and Sterling.
The Silver Price stood 5.7% up for the week, nearing its best weekly close since late-June.
Friday, August 27, 2010
Gold Close to New Record Highs, Investors On Sidelines Ahead of Bernanke Speech / Commodities / Gold and Silver 2010
By: GoldCore
Markets participants are cautious ahead of Ben Bernanke’s speech which is expected to focus on the uncertain outlook for the US economy. Asian stock markets were mixed overnight and European indices are under pressure today. Investors continue to pile into government bonds and German Bund futures rose 14 ticks. The Yen and the British pound are slightly weaker today in tentative trading.