Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, November 27, 2010
The Gold Price Isn't About Gold! / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
Since 2000, the gold price has risen from $300 to $1,400 an ounce. There are several more important reasons than its being 'just a commodity.' The strongest driving force behind gold's rise in the last four years has been investment demand. As a commodity, it doesn't tarnish, it's a great conductor, and makes good looking jewelry. But these reasons are not the reasons why people invest in gold.
Saturday, November 27, 2010
How the U.S. Government Guaranteed the Coming Global Food Crisis / Commodities / Food Crisis
By: DailyWealth
Porter Stansberry with Braden Copeland write: Over the last several years, I've written constantly on the growing likelihood of a global currency collapse.
The governments of Europe and the United States have accumulated debts so large they can't ever hope to repay them, except with currencies whose value will be inflated away by money-printing.
Friday, November 26, 2010
Downstream Value in Rare Earth Metals Companies / Commodities / Metals & Mining
By: The_Gold_Report
Byron Capital Markets Analyst Jon Hykawy sees the rare earth elements (REE) sector for what it is—something much different from mining copper or gold. He believes the keys to making money in rare earths involve metallurgy, deposit location, marketing and downstream integration. In this Gold Report exclusive, Jon makes his case for rare earth elements and the companies he believes have the best chance to deliver them at a profit.
Friday, November 26, 2010
Gold Buying Demand Hump Shifting from Diwali to Chinese Xīn Nián / Commodities / Gold and Silver 2010
By: Adrian_Ash
China isn't the world's No.1 gold buyer just yet. But its impact is already showing in how global gold prices move...
SURGING DEMAND from China, the world's second-largest gold buyer, is changing seasonal patterns in gold price trends for investors everywhere.
Friday, November 26, 2010
Gold, Silver Impacts By China’s Infrastructure Building for Long-term Economic Growth / Commodities / Gold and Silver 2010
By: Mike_Stall
In an earlier article we saw the might of China’s residential sector. An examination of the non-residential sector and infrastructure initiatives in China puts beyond doubt the support for metals from China alone. However, withdrawal of the effect of the stimulus combined with cautious investors expecting a correction in China’s real estate may result in an imminent correction before prices continue upward.
Friday, November 26, 2010
Falling Silver and Strong Gold Signal Chinese Economic Slowdown / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD fell hard against the US Dollar in London on Friday, unwinding the last of this week's earlier 2.1% gain as global stock markets and industrial commodities fell across the board.
The silver price dropped 3% from the start of Friday's "thin and quiet" trading in Asia, as one Hong Kong broker described it.
Friday, November 26, 2010
Gold Holds Steady as Silver Targets $30 on Demand and Increasing Debt Contagion Risk / Commodities / Gold and Silver 2010
By: GoldCore
Gold is steady in dollars and pounds but has risen again in euros as the dollar has fallen in world markets. Gold is being supported by renewed concerns of contagion in eurozone debt markets and the risk that tensions in the Korean peninsula will escalate into a war. The hesitant risk appetite of recent days has dissipated again on these concerns. This is seeing falls in equity markets internationally and gold being supported – particularly in euro terms.
Friday, November 26, 2010
What Do Rising Interest Rates Mean for the Price of Gold? / Commodities / Gold and Silver 2010
By: Q1_Publishing
Over the long run, everything is driven by interest rates. Stocks, bonds, gold, real estate, etc. are all heavily impacted by interest rates.
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Friday, November 26, 2010
Sugar Commodity Setback Finds Temporary Support / Commodities / Commodities Trading
By: Seven_Days_Ahead
This year’s recovery in Sugar has been dramatic, recently exceeding the early 2010 high. However, the ensuing sharp correction has sidelined bulls for now, with the risk of further weakness to come.
Friday, November 26, 2010
Gold and Silver Precious Metals Perspective / Commodities / Gold and Silver 2010
By: Brian_Bloom
The following is just to remind us all that the recent silver price and gold price spurts are probably not “structural”. More likely, they are a knee jerk (emotional) reaction to the disintegration of what was once thought to be indestructible – the supremacy of the Anglo-American economic system of egocentric free enterprise and of the Anglo-American political system of bicameral democracy. A “way of life” is dying. Free enterprise has been smothered by the power of the global oligopolies and by greed and corruption now running feral; and the bicameral political system has been finessed by special interests
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Thursday, November 25, 2010
Canadian Natural Gas 2011 Outlook / Commodities / Natural Gas
By: Keith_Schaefer
Western Canadian gas exports to the United States could be completely displaced into Northern California by1. Abundant, low cost US natural gas production, and
2. By several new gas pipelines in the US…
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Thursday, November 25, 2010
Gold Well Below Inflation Adjusted 1980 High in Deutsche Mark / Commodities / Gold and Silver 2010
By: GoldCore
Gold has remained firm despite an increase in risk appetite as seen in the bounce in equity markets in Asia and Europe so far this morning. While Korean concerns have abated for now, eurozone "peripheral" debt is under pressure again pushing spreads with bunds to, or in some cases close to, euro-era highs. The 10-year benchmark bond of Ireland is now up 6 basis points at 8.72%, while Portugal and Spain are up 7bp to 6.87% and up 11bp to 5.14%, respectively. This has seen gold remain firm in major currencies and remain near nominal highs in euros. Read full article... Read full article...
Thursday, November 25, 2010
Gold – "Buy on Dips" Advised as Irish Crisis Tips "Ugly Contest" from Dollar to Euro / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF WHOLESALE gold continued to hold steady above $1370 per ounce for US savers on Thursday, trading at two-week highs vs. the Euro as world stock markets gently extended yesterday's sharp rally.
Crude oil pushed higher to $84 per barrel. Like gold, silver prices held steady, trading around $27.50 per ounce.
Thursday, November 25, 2010
Driving the News Agenda: Jones and Keiser "Crash JPMorgan Buy Silver" / Commodities / Gold and Silver 2010
By: Rob_Kirby
How many of you have noticed the change in news? The flavor of the news has markedly “changed” in the past 4 or 5 months – have you noticed it? Who has picked up on the likes of Fox News’ Glen Beck and his ‘about face’ on many key issues. Over the past number of months personalities like Beck have completely reversed their positions on subjects like the existence of World Government and FEMA CAMPS – going from complete denial to admitting they exist and the fact that they are intended for the American people.
Thursday, November 25, 2010
Gold Trades Like a Currency Hence Goldania / Commodities / Gold and Silver 2010
By: John_Handbury
Gold tends to trade like a currency. This is because all the gold produced in the world mostly does not get used up, so, like a currency, the change in inventory at any time is a small proportion of the total supply. Thus rather than being largely affected by supply and demand fundamentals, currency prices reflect the perceived value of a money based on the underlying fundamentals of the country such as stability, the economy, the central bank, etc . A contrary example is say, corn, which gets mostly used up and the annual crop is a very large proportion of the total corn in storage. Thus corn prices are driven largely by supply and demand.
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Wednesday, November 24, 2010
Gold Sticker Shock and Silver Surge / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
Price is an interesting element of the marketplace. At one price, a product may be a perceived bargain, yet at another still similar price, the same product would be a perceived rip-off. As you walk through a supermarket, it becomes evident the tricks that certain prices can play on your mind. $1.99 looks far less expensive than $2, even if the difference is only one cent. Ten for $10 deals are more likely to drive more sales volume, even if the normal market price is actually $1 each.
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Wednesday, November 24, 2010
Dollar vs. Emerging Currencies is a Boon for Silver / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
Any careful observer of the Federal Reserve should be slowly coming to the conclusion that Bernanke is off his game plan. In the past few weeks and months, Bernanke has repeated before Congress that his dual mandate is to provide for slow and gradual recovery, but low inflation and full employment. Recently though, Bernanke is on a new tangent, a semi-mercantilist endeavor to lower the value of the US dollar against emerging economies.
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Wednesday, November 24, 2010
Market Says Be Patient With Entry Points For Gold / Commodities / Gold and Silver 2010
By: Chris_Ciovacco
We own gold, like gold, and plan to buy more gold, but the market is telling us to be patient for a while longer in terms of looking for a good risk-reward entry point for GLD (gold ETF). Numerous short-term indicators are still flashing some “be careful” signals.
Wednesday, November 24, 2010
Gold Jumps as Euro Crisis Deepens, "Buy Now If Ever" Urges Fund Manager / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD held onto yesterday's sharp jump against all major currencies in Asia and London on Wednesday, trading within 2% of this year's record highs for Euro and Sterling investors looking to buy gold as global stock markets bounced.
Crude oil also rallied from Tuesday's sell-off, and silver prices stood little changed from last week's finish at $27.50 per ounce.
Wednesday, November 24, 2010
How to Profit from the Looming Pop in Corn Prices / Commodities / Agricultural Commodities
By: Money_Morning
Jack Barnes writes:
We've already seen the effects of the global currency wars - the so-called "race to the bottom" that's helped send gold to all-time-record highs.
And we'll soon see the fallout from the worldwide skirmish over rare-earth supplies, which is certain to impact the high-tech sector.
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