Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, August 01, 2011
The Gold and Silver Warrants Index (GSWI) in Review / Commodities / Options & Warrants
By: Lorimer_Wilson
Virtually nothing is being written these days on the few long-term warrants associated with gold and silver mining companies. I suppose that is to be expected given that there are only 22 such warrants and they are associated with only 19 companies in total. That is unfortunate because those who are in the know can take advantage of the significant leverage warrants generate in a bull market over investing in physical gold and silver, precious metals company stocks and mutual/exchange traded funds. What am I talking about - and which warrants am I referring to? Let me explain.
Monday, August 01, 2011
Gold Rallies After Washington Kicks Biggest Can Ever Down the Road / Commodities / Gold and Silver 2011
By: Ben_Traynor
U.S. DOLLAR gold bullion prices rallied to almost $1620 an ounce Monday morning London time – 0.7% off Friday's all time high – having dropped sharply as Asia opened, while stocks and commodities rose after US President Obama announced a last-minute debt ceiling agreement.
Silver bullion prices traded around $39.50 per ounce – around 1% down from Friday's close.
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Monday, August 01, 2011
How a Debt-ceiling deal could spark a short-term drop in Gold prices / Commodities / Gold and Silver 2011
By: Money_Morning
Peter Krauth writes:
I'm an avowed gold bull, and I truly believe that gold investors will end up benefiting from the biggest bull market of our time.
But we have to be honest: Investor psychology plays a crucial role in shorter-term investment results. And recent trading patterns clearly demonstrate that most of the recent increase in the price of gold is due to the debt-ceiling debate in Washington, as well as the European sovereign-debt crisis that continues to lurk in the background.
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Monday, August 01, 2011
Steel’s Slow Rise / Commodities / Steel Sector
By: Anthony_David
The World Steel Association reported a global steel production increase of almost 8% in June, y-o-y. China reported a y-o-y production increase of 11.9% in June, and a m-o-m production increase of 1.7%. The nation’s slow economic period did not seem to affect its steel industry significantly. Analysts believe the government’s incentives to steel makers for increasing production have borne the right results. The US, Africa, India, Japan and the Middle East also reported production increases but both Australia and Europe reported sharp falls in their y-o-y production in June. However, in a complete reversal, the China Iron and Steel Association (CISA) reported a 3.1% m-o-m production fall in early July.
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Monday, August 01, 2011
What’s Your Silver Investing Strategy? / Commodities / Gold and Silver 2011
By: Anthony_David
After four days of an upward climb in mid-July when silver prices reached $40.55 per ounce, spot silver prices fell by $1.022 to reach $39.53 per ounce on July 19. Analysts are of the opinion that silver prices are reflecting the reactions of investors who are concerned about the approaching August 2 deadline for the US debt ceiling, the Eurozone debt and the US Federal Reserve hinting at a third round of quantitative easing (QE3). They agree that while the fall may just be a result of precautionary selling or profit taking, the long-term prospects for precious metals such as silver are promising since structural issues with debt and loose monetary policies are here to stay. In 2010, the price of silver increased by almost 80%.
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Monday, August 01, 2011
Three Great Ways to Play Silver Bull Market / Commodities / Gold & Silver Stocks
By: George_Maniere
Well it looks like an agreement has been reached and all that is left is to cross the T’s and dot the I’s. For those of you that have been reading my writings, you know that I have written that once there was some sort of agreement on the debt ceiling we will get a short term relief bounce on the dollar and that's when you buy gold and silver as there is an inverse correlation to a strong dollar and the price of gold and silver. Then the realization that nothing has changed for the better will become apparent and the markets will sell off with a vengeance.
Monday, August 01, 2011
Silver – An Historical Comparison / Commodities / Gold and Silver 2011
By: Willem_Weytjens
In this article, we will describe both a bullish and a bearish view on silver. Some say Gold and Silver are huge bubbles about to pop (they say that silver already popped when it dropped from nearly $50 to nearly $30 in may). Gold however, is trading near an all-time high, so definitely, the gold bubble hasn’t popped (yet).
Sunday, July 31, 2011
Gold Makes New Highs, But Something Does Not Feel Right / Commodities / Gold and Silver 2011
By: Merv_Burak
Well you can’t much argue with new highs but you can be cautious. Something just doesn’t seem right, at least not from the short term, although the long term continually looks great for gold (and silver).
Sunday, July 31, 2011
Silver Backwardation a Result of COMEX DEFAULT RISK / Commodities / Gold and Silver 2011
By: SilverDoctors
Backwardation in a commodity can be caused for 2 reasons. Either traders want out of the currency (they have no wish to receive US dollars when future contracts expire as they fear those dollars will be worthless) OR they fear that the physical commodity will not be available for delivery when the contract matures. If a lack of confidence in the US dollar was the PRIMARY cause of backwardation in silver, clearly we would see a significant backwardation in the GOLD MARKET AS WELL! The lack of coinciding backwardation in gold indicates that major players are concerned about the SUPPLY OF PHYSICAL SILVER!
Sunday, July 31, 2011
The Complete Cost Of Mining Silver / Commodities / Gold & Silver Stocks
By: Steve_St_Angelo
The inspiration to write this post was to clarify some issues with the costs of mining silver. I believe many of the investing public has mistaken what is termed as the “CASH COST” as the real cost of mining silver. According to the Silver Institute in 2010, the cash cost from primary mine production was $5.27 an ounce. The Silver Institute gets their info from the World Silver Surveys produced by GFMS. I have had an email exchange over the past several months with one of their metal analysts on various topics. I recently asked permission to reproduce their Cash Cost graph for this post, and was told I could do so for $1,500.
Sunday, July 31, 2011
Gold Worship and Donuts / Commodities / Gold and Silver 2011
By: Ned_W_Schmidt
This week markets have taken two prices to new highs: donuts and Gold. One is eaten. Other is now worshiped. Which should be our choice for today? At today's prices, donuts may be better choice.
For those wondering why donuts came to mind, Dunkin' Brands stock(US: DNKN) came to the market this week. First day pop was almost 50%. At the same time, $Gold was pushed to a record high. At that same time as anticipating the U.S. government defaulting, investors are buying donuts?
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Saturday, July 30, 2011
Gold and Silver Beyond the Limit / Commodities / Gold and Silver 2011
By: Peter_Schiff
Perhaps the debt ceiling should be renamed the "national debt target," for it seems Washington is always trying to reach it. One could say it's their only reliable, time-tested achievement. And without fail, upon reaching their national debt target, they promptly extend it further in order to discover how quickly it can once again be attained!
While I have little doubt that the ceiling will be raised, my readers have been curious as to the implications for gold in each of the debt and "default" scenarios possible after August 2nd. This month, I'll outline how each outcome could affect the price of gold and silver.
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Saturday, July 30, 2011
The Death of the U.S. Dollar / Commodities / Gold and Silver 2011
By: The_Gold_Report
All fiat currencies fail, says Jay Taylor, editor of the Gold, Energy & Tech Stocks newsletter. That's why he calls gold and silver the only true currencies. While some junior mining stocks have lagged behind high-flying bullion, Taylor tells The Gold Report in this exclusive interview why they will continue to be the cornerstone of his portfolio.
The Gold Report: You recently wrote that these are not normal times. Perhaps the current macroeconomic picture is the new normal?
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Saturday, July 30, 2011
Palladium Metal Investing Primer / Commodities / Palladium
By: Andy_Sutton
Often lost in the shuffle and the talk about gold and silver as the primary precious metals is another metal, which has uses that rival that of silver, is brilliant in appearance and makes a beautiful coin. Its value has quadrupled since 2003 after seeing an all-time high in 2001, and potentially the best aspect yet is that the supply and demand fundamentals have never been better. Guess it yet? I’m talking about palladium. Over the next several pages, we’ll take a look at the many uses for palladium, who the big producers and consumers are, prices, and most importantly, the future outlook. The purpose of this article is not to form specific recommendations, but rather to raise awareness of another of the semi-precious metals and to act as a primer for familiarizing people on its fundamentals.
Saturday, July 30, 2011
Buzz Around Gold is Growing Louder / Commodities / Gold and Silver 2011
By: Jeff_Clark
I outlined last week the increasingly bullish consensus among analysts about gold stocks. The same pattern exists with gold itself; growing numbers of analysts have either joined the movement or have upped their bullish outlook.
The following comments and developments have all been reported just this month. It presents quite a convincing case when one strings them together like this. Keep in mind that this is what these analysts and managers are telling their clients.
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Saturday, July 30, 2011
Coundown to U.S. Debt Default, Dollar Under Pressure, Gold Market Active / Commodities / Gold and Silver 2011
By: Adrian_Ash
Tuesday, 3 August 1971 – Treasury secretary John Connally yesterday urged US banks not to follow the Bank of Michigan, the Financial Times reported, after the small bank raised its key lending rate from 6% to 6.5%.
Instead, US banks should look to "hold prime rate down", said Connally, adding that "Further unjustified increases in interest rates, already historically high, might well jeopardize the strength of business recovery.
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Saturday, July 30, 2011
Gold Faces Short-Term Price Trap / Commodities / Gold and Silver 2011
By: John_Browne
Although I believe gold still faces a very rosy future, an agreement in Washington that avoids default and growing concerns of a global economic slowdown could create significant near-term headwinds for gold investors.Read full article... Read full article...
Saturday, July 30, 2011
Biofuels Potential to Transform the Global Economy / Commodities / Energy Resources
By: OilPrice_Com
Slowly but surely, an extraordinarily important new industry is slowly taking shape, with the potential to transform the global economy.
After years of existing largely as an environmentalist's fantasy, commercial production of biofuels for the world civil aviation industry is slowly becoming a fact, with production starting up across three continents.
Saturday, July 30, 2011
Uranium Bull Market / Commodities / Uranium
By: Zeal_LLC
Nuclear power has been a hot topic of recent. And as a result, the price action of its input commodity has been quite schizophrenic. Investors and speculators are in a state of great wonderment over what to expect from this intriguing mineral that is mined for energy.
Based on its core strategic fundamentals, investors ought to be wildly bullish on uranium’s future. But with a veil of uncertainty cast over it thanks to the tragic Fukushima disaster, should we be looking at the future differently? Of course only time will tell how things play out. But based on cold-hard rationality, my money is on a future where nuclear power is an indispensible part of the world’s energy infrastructure.
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Friday, July 29, 2011
Will the Debt Ceiling Debate Coincide with Short-term Ceiling for Gold and Silver? / Commodities / Gold and Silver 2011
By: Przemyslaw_Radomski
Here are two words that Americans and the rest of the world have not paid much attention to until now: DEBT CEILING. The debt ceiling drama has been keeping Americans on the edge of their seats – and they better hold on tight as those seats could get repossessed on August 2. It’s as if American’s national credit card, member since 1776, is valid only through 08/02/11. In a nutshell, the debt ceiling is America’s legal limit on borrowing, and the country is maxed out until Congress increases it.