Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, January 06, 2011

How to Play the Current Silver, Gold and Dollar Reversal / Commodities / Gold and Silver 2011

By: Chris_Vermeulen

This has been an interesting week for traders and investors as precious metals melt down on the back of a rising dollar. Equities on the other hand bucked the trend and moved higher as they get bought into earning season. Once the earnings start to be released we should see the market get sold on the good numbers and retail traders will buy into the good numbers as the smart money selling their shares while there is liquidity in the market.

Thursday, January 06, 2011

Gold and Silver Precious Metals Investment Strategy for 2011 / Commodities / Gold and Silver 2011

By: The_Gold_Report

As we start the new year, Rock Research Founder Mike Niehuser has doubts about growth and believes that inflation may spook stocks and bonds. In this exclusive interview with The Gold Report, Mike recommends looking for leverage to the metal price through investment in exploration and development metal stocks with large world-class assets, and names a few of his favorites.

Thursday, January 06, 2011

How High Will Gold Go in 2011? / Commodities / Gold and Silver 2011

By: Jeff_Clark

Jeff Clark, BIG GOLD writes: After stellar years for both gold and silver, what prices will precious metals hit in 2011? Here's an analysis based strictly on their price behavior in the current bull market.

First, take a look at the annual percentage gains that gold has registered since 2001 (based on London PM Fix closings):

Wednesday, January 05, 2011

Correction In Gold And Silver Will Setup Next Major Move in 2011 / Commodities / Gold and Silver 2011

By: Jeb_Handwerger

Traders entered the new year exiting their commodity positions on fear of growing austerity measures and possible exit strategies out of Central Bank quantitative easing strategies. There has also been a huge move into risky equities from traditional safe havens, but that may end in the next few weeks.

Wednesday, January 05, 2011

Gold and Silver Mining Stocks, Why So Much Risk for that Pittance of a Reward? / Commodities / Gold & Silver Stocks

By: Dr_Jeff_Lewis

The “smart money” says if you want to rev up returns, then you must run to producers.  Gold and silver, on their own, just match inflation, and they don't beat it. If only that were true!

Wednesday, January 05, 2011

Silver 2011, Three December Details You Hopefully Haven't Forgotten / Commodities / Gold and Silver 2011

By: Dr_Jeff_Lewis

As January and the new year kick off to a fast start, we shouldn't be so quick to forget about 2010, especially the events of December 2010.   A number of very important news releases will set the stage for the silver markets in 2011, and interestingly enough, one company, JP Morgan, is featured in each.

Wednesday, January 05, 2011

Gold & Silver Reverse Last Week's Gains, "Slip Below"18-Month Trendline / Commodities / Gold and Silver 2011

By: Adrian_Ash

BOTH SILVER and spot gold prices unwound what remained of last week's gains in London trade on Wednesday, retreating to $29.36 and $1380 per ounce respectively amid what several analysts called continued "profit taking" following 2010's strong rise.

World stock markets also fell, while crude oil and copper led a fresh 1.2% drop in the broad commodity markets.

Wednesday, January 05, 2011

Why Rising Interest Rates are Super-Bullish for Gold and Silver / Commodities / Gold and Silver 2011

By: Jordan_Roy_Byrne

Heading into 2011, the consensus outlook on precious metals is slightly positive but the consensus believes that higher interest rates will ultimately support the US currency and in turn engender a move out of Gold. The Gold naysayers are using “rising rates” as a way to dismiss Gold. Let me explain why this belief is not only false but utterly dangerous.

Wednesday, January 05, 2011

Strategic Metal Supplies Will Tighten in 2011 / Commodities / Metals & Mining

By: Anthony_David

According to the World Steel Association, global steel demand in 2011 is expected to fall to 5.3% but in terms of volume, demand will still reach a record breaking 1.34 billion tonnes. As maturing economies continue to struggle to regain their foothold after the global economic downturn, the emerging BRIC (Brazil, Russia, India, China) nations are expected to dominate the demand curve, with India and China at the forefront.

Wednesday, January 05, 2011

Steel Volume Set to Grow in 2011 / Commodities / Metals & Mining

By: Anthony_David

World Steel Association (worldsteel) data states that the total crude steel produced by its 66 member countries during November 2010 was 114 million tonnes, which is 5.1% higher YoY. The first 11 months of the year saw a total crude steel production of 1.28 billion metric tonnes, a growth of 16.2% YoY. In Asia, China’s YoY crude steel production in November rose by 4.8% to reach 50.2 million tonnes, while India’s production rose by 3.15% YoY to reach 5.56 million tonnes. November production in the US went up by 13% YoY to reach 6.5 million tonnes while that of Brazil fell by 2.8% YoY to reach 2.6 million tonnes.

Wednesday, January 05, 2011

The New Gold Rush / Commodities / Gold and Silver 2011

By: Nick_Barisheff

As confidence in global currencies wanes, the world's appetite for gold will increase.

As we embark on 2011, gold continues to climb and investors are questioning its future price direction. Is gold in a bubble? Have the price gains of the last decade-which beat out stocks, bonds and several other favored asset classes- peaked? Did today's investors miss the opportunity to buy?

Wednesday, January 05, 2011

Triple Peak Pressuring Gold GLD ETF / Commodities / Gold and Silver 2011

By: Mike_Paulenoff

The big picture that is evolving in the SPDR Gold Shares (NYSE: GLD) shows that yesterday's high at 139.00 represented the third failed attempt to hurdle and sustain above 139.00 during the past eight weeks. Today's sharp gap-down open and downside follow-through (so far) leaves behind a triple peak that is putting increasing pressure on the Nov-Jan support line, which cuts across the price axis today at 134.75.

Tuesday, January 04, 2011

Numismatics Are Fool's Gold / Commodities / Gold and Silver 2011

By: Peter_Schiff

Last month, I addressed the hype around gold confiscation, and debunked the myth that collectible or numismatic coins would offer effective protection. But there is another sales pitch that many dealers will use while trying to "up sell" you to numismatics. They may argue that on investment merits alone, numismatics are a better bet. While this may be a more rational line of thinking than the typical confiscation con, it is bad advice for investors hoping to protect their assets in an economic slump.

Tuesday, January 04, 2011

Gold & Silver Fall But "Short-Term Charts" & 2011 Economic Fears "Still Positive" / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF GOLD and silver bullion both fell as London – center of the world's precious metals markets – got back to work from the New Year shutdown on Tuesday, dropping 1.3% and 2.2% respectively from yesterday's Dollar highs as world stock markets caught up with Wall Street's strong gains.

The US Dollar whipped lower on the forex market, helping the gold price in Euros further extend its drop to 1-week lows, down some 1.3% from Thursday's new all-time high of €34,586 per kilo.

Tuesday, January 04, 2011

Gold and the PM Stocks Will Make 2011 A Happy New Year For All! / Commodities / Gold and Silver 2011

By: Lorimer_Wilson

Goldrunner writes: It is fascinating to be living during the greatest PM Bull Market in history – and to be entering its Seasonal Strength as the parabola rushes forward and upward - and I look forward to keeping you informed on a regular basis throughout 2011 as it unfolds.

Monday, January 03, 2011

Copper Outlook 2011: A Beijing Opera / Commodities / Metals & Mining

By: Dian_L_Chu

Year 2010 had been good to almost all investment classes. Stocks, bonds, commodities, and the dollar are all moving higher in tandem, a first of such unison since 2005. Among them, commodity is the one leading the pack partly on dollar weakness, as well as propped up by world’s central banks quantitative easing.

Base metals, in particular, are further supported as China keeps on trucking with double-digit growth despite most of the world practically stood still during the worst global recession since World War II.

Monday, January 03, 2011

BubbleOmics & Gold Expose America’s Suicide Pact with God’s Workers / Commodities / Gold and Silver 2011

By: Andrew_Butter

The original reason Professor Nouriel Roubini started to fret about the US economy was when he noticed, in about 2003, that its current account deficit was becoming positively “Argentinean”. Here is a line from paper he put out with Brad Setser in 2004:

Monday, January 03, 2011

Celebrating the Creation of a Government Agency Dedicated to Making Gold More Valuable / Commodities / Gold and Silver 2011

By: Ned_W_Schmidt

We seem to have missed the celebration. Forget Christmas. Forget New Year's Eve. 23 December was the big day, and we should have all been partying. What should we have been celebrating on that day? On 23 December 1913 the Federal Reserve Act was passed by the U.S. Senate, creating the most monumental mistake of governance in 97 years.

Friday, December 31, 2010

Gold Ends 2010 in a Bullish Fashion – What’s Next? / Commodities / Gold and Silver 2011

By: Przemyslaw_Radomski

It's instructive to look at the end of the year financial magazines and see their analysis of the past year and their projections for the future. For example, the special issue of Fortune Magazine Investor's Guide 2011 had a glimmering stack of gold coins on the cover with a headline “Gold Gone Wild.”

Friday, December 31, 2010

Silver Mining Stocks Are for Suckers / Commodities / Gold & Silver Stocks

By: DailyWealth

Matt Badiali writes: Mining is for suckers.

I've told you this before... and you may think that as the editor of a resource and mining advisory, I've lost my mind saying so. After all, I've recommended plenty of mining companies, and most of my readers love the idea of owning them.