Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, February 26, 2010
Why Uranium Commodity Price Rise is Inevitable / Commodities / Uranium
By: DailyWealth
Chris Mayer writes: In the most recent issue of my Special Situations advisory, I showed my readers the most compelling resource investment around. I've spent the past month digging into this story and looking for the best opportunities. Here's what I've found.
The most compelling thing about uranium is probably best expressed in the chart below...
Friday, February 26, 2010
Investors Don't Count Out Old King Coal Yet / Commodities / Coal
By: The_Energy_Report
Siddharth Rajeev, vice president of research for Fundamental Research Corp., talks about several of the bright spots he sees on the economic horizon in this exclusive interview with The Energy Report. Sid anticipates: recovery in 2010, with rising interest rates by the end of the year. . .longer-term growth in demand for uranium, which this year's commodity corrections somehow managed to overlook. . .continuing strength for rare earth metals as applications expand in electronics and alternative energy. . .even new faces on the coal front. Despite the push toward clean energy, Sid says coal won't go away anytime soon. One of the cheapest sources of fossil fuels in abundant supply, he says that coal is "tough to replace."
Thursday, February 25, 2010
Gold, the IMF, and Dirty Jokes / Commodities / Gold and Silver 2010
By: Jeff_Clark
Jeff Clark, Casey’s Gold & Resource Report writes: How many IMF officials does it take to change a light bulb?
As you probably read, the International Monetary Fund announced they would proceed with selling the remaining 191.3 tonnes of gold from the 403.3 tonnes planned. The money is to be used for lending to poor countries. Lending implies the money will be repaid, which, in the case of the IMF, is a joke that isn’t funny. But that’s a topic for another day.
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Thursday, February 25, 2010
Gold GLD Outperforming Gold Mining Stocks GDX / Commodities / Gold and Silver 2010
By: Mike_Paulenoff
Gold -- the SPDR Gold Shares (NYSE: GLD) and the Market Vectors Gold Miners ETF (NYSE: GDX) -- have turned positive this morning, in the aftermath of intense selling pressure earlier in the session. This is a sign of meaningful relative strength in the sector, but the day is young yet.
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Thursday, February 25, 2010
Making Some Sense of Today's Gold Price Trend / Commodities / Gold and Silver 2010
By: INO
It's been about eight days since we did a video on gold, and given the market action today I thought I would look at what is causing the downward pressure in this market.
Thursday, February 25, 2010
Gold Prices "Subduing Demand" as Euro and S&P Correlations Slip / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD dropped to a near-two week low early Thursday in London, dipping below $1090 an ounce as the US Dollar rose vs. the Euro, crude oil held flat, and world stock markets slipped.
"Yesterday saw a new divergence in the Gold/Euro correlation," says one London dealer in a note after the Euro rose in Wednesday's trade but gold priced in Dollars fell.
Thursday, February 25, 2010
Bears Still a Threat in EUA Carbon Emissions Trading / Commodities / Climate Change
By: Seven_Days_Ahead
A marked consolidation has been unfolding in the EUA (ICE ECX) contract, displaying a slow downward bias. So far bears have been unable to develop this more in their favour, but, now, they have another chance – will they take it?
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Thursday, February 25, 2010
Bull Market Geniuses, Did You Sell GLD, GDX, SLV? / Commodities / Gold and Silver 2010
By: Guy_Lerner
Ok, this one is for all you bull market geniuses out there who have been buying the SPDR Gold Trust (symbol: GLD), the Market Vectors Gold Miners ETF (symbol: GDX), and the i-Shares Silver Trust (symbol: SLV) all the way down and since they peaked in mid January.
Thursday, February 25, 2010
Oil Prices Climb After Bernanke Speaks of Low Interest Rates / Commodities / Crude Oil
By: LiveCharts
The dollar has been firming up in the last several weeks, thanks in large part to growing expectations of a tighter monetary policy leading to higher interest rates. Federal Reserve Chairman Ben Bernanke tried to reassure Americans and quash some of those assumptions with his comments to Congress about the economy Wednesday (February 24).
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Thursday, February 25, 2010
Gold Long-Term Fundamentals Remain Promising / Commodities / Gold and Silver 2010
By: The_Gold_Report
"Gold's positive fundamentals, the high level of investor interest in key geographic markets and global monetary economic developments promise to push the yellow metal much higher," according to Jeffrey Nichols, managing director of American Precious Metals Advisors. In this Gold Report exclusive, the leading precious metals economist outlines the reasons for gold to continue its upward trajectory—not the least of which include the ailing USD and foreign central banks' reluctance to keep buying U.S. government debt.
Wednesday, February 24, 2010
Is Gold About To Begin A Major Bull Move? / Commodities / Gold and Silver 2010
By: Ronald_Rosen
We would be hard pressed to find a more perfect non-confirmation of the high in gold bullion than the picture of failure to confirm presented by the HUI and numerous precious metal shares.
Wednesday, February 24, 2010
Gold Falls Ahead of Bernanke Testimony / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD in the wholesale market fell again on Wednesday in Asia and London, erasing the final $7 of last week's 3.4% gain for US investors as the Dollar held steady ahead of Fed chairman Ben Bernanke's two-day testimony on banking reform and his zero-interest-rate policy.
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Tuesday, February 23, 2010
Gold and Silver Stocks Correlation with the General Stock Market / Commodities / Gold & Silver Stocks
By: Przemyslaw_Radomski
In the previous essay, we commented on the recent developments in the price of gold. The technical part of this week's essay is dedicated to the situation in the precious metals stocks and the general stock market. The prices of these stocks are highly correlated with the underlying metals, which means that the following analysis is useful also to Investors and Speculators following the spot prices of gold and silver.
Tuesday, February 23, 2010
Panic at the Fed or Back to Normalcy? / Commodities / Gold and Silver 2010
By: F_William_Engdahl
The decision of the US Federal Reserve to raise its key interest rate was definitely not a sign of confidence in the US economic recovery or a signal that Fed policy is slowly returning to normal as claimed. It was rather a signal of panic over the weakness in US Government bond markets, the heart of the dollar financial system.
Tuesday, February 23, 2010
Renewed Interest in a Tax on Stocks Proves Metals Are the Place to Be / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
In an unprecedented modern move, the Federal government is considering a new investment tax as a way of paying for a huge annual deficit. The investment tax would cost investors .25% on purchases of stocks and exchange-traded funds outside of retirement accounts and would generate an estimated $90 – $100 billion in annual income for the US Treasury.
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Tuesday, February 23, 2010
Oil Companies Standardized Reporting of Oil Wells? / Commodities / Oil Companies
By: Keith_Schaefer
Investors need to understand what they’re reading on IP rates
Should there be a legal or industry accepted standard for reporting IP (Initial Production) rates on oil & gas wells?
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Tuesday, February 23, 2010
Three Must Own Gold Mining Shares / Commodities / Gold & Silver Stocks
By: Larry_Edelson
Despite gold’s choppy trading range …
Despite the fact that it’s entering a period of short-term weakness and may even fall to just below $1,000 an ounce …
Everyone — and I mean everyone — should consider owning at least my top three gold mining shares.
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Tuesday, February 23, 2010
Silver Price Long-term Trend Analysis / Commodities / Gold and Silver 2010
By: Jordan_Roy_Byrne
Throughout this bull market, Silver has formed the same corrective pattern over and over again. Currently, Silver is repeating the same pattern but on a much larger scale. Note that Silver’s decline in 2008 and ensuing recovery are a larger fractal of preceding corrections. See the chart below.
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Tuesday, February 23, 2010
Gold Slips as Euro and UK Pound Slide Against U.S. Dollar / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD dipped to $1111 an ounce for the second time in two days in London on Tuesday, slipping together with European stock markets as the US Dollar jumped on the forex market.
Government bonds rose and US crude oil eased back to $79 per barrel, while trading-room gossip said the Swiss National Bank was actively selling its currency for Euros to cap a 14-month high in the
Tuesday, February 23, 2010
Silver Price Trend Analysis / Commodities / Gold and Silver 2010
By: INO
Late in 2009 a lot of folks began asking us about buying silver instead of gold. At the time, we stated exactly how we felt, in that, why would you try to buy something that is not in the same league as gold? The two markets are completely different and are driven by a different set of emotions and fundamentals.