Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, November 09, 2010
Gold Junior Miners Latin Fever / Commodities / Gold & Silver Stocks
By: The_Gold_Report
PI Financial's David Goguen is vice president of Institutional Mining Sales, specializing in the mining sector. As part of his service to Canadian and U.S. resource-focused institutional investors, David evaluates and screens junior gold companies by initially dividing their enterprise values by total ounces. The result acts as a filter that either encourages David and his team to ask more questions about the company or to find other dance partners. In this exclusive interview with The Gold Report, David discusses PI Financial's recent institutional sales desk report titled Select Golds: Latin Focus and his methods of analysis.
Monday, November 08, 2010
Regarding Gold and Silver - Meet Mr. Consistency / Commodities / Gold and Silver 2010
By: Peter_Degraaf
During the past 10 trading days gold has risen 5%, while silver rose 15%. During the past 72 trading days (going back to July 27/10), gold rose 20%, while silver added on 53%.
Monday, November 08, 2010
Bernanke Sets Gold and Other Commodities on Fire / Commodities / Commodities Trading
By: Larry_Edelson
Ben Bernanke has unleashed the most powerful forces on the planet.
More powerful than any government. More powerful than any other central bank. More powerful than even the President of the United States.
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Monday, November 08, 2010
Gold Hits New Record High, Breaks €1000/Oz, on "Gold Standard" Call from World Bank / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF PHYSICAL gold bullion touched a new Dollar-record on Monday – just $1.25 shy of $1400 per ounce at the start of Asian trade – before easing back as global stock markets slipped and the US currency rose on the forex market.
Japanese, Swiss and Canadian investors saw the gold price continue to rise, however, while the Euro price broke above €1000 per ounce for the time in 14 weeks.
Monday, November 08, 2010
World Bank Chief Calls For Return to Modified Gold Standard / Commodities / Gold and Silver 2010
By: GoldCore
This morning, gold hit a new record nominal high in dollar terms at $1,398 an ounce and gold in euro terms surged to reach €1,000. A subsequent bounce in the dollar and profit taking saw gold fall from the record nominal high in dollar terms but it remains near €1,000/oz. There is increasing concern about Ireland and other periphery EU nations' worsening fiscal and economic situations and possible ramifications for the European Monetary Union and the euro. Silver has risen to over €19/oz (see Cross Currency Table below).
Monday, November 08, 2010
QE2 to Dilute the U.S. Dollar and Boost Gold and Silver / Commodities / Gold and Silver 2010
By: Bob_Kirtley
We kick off with a quick look at the chart for the USD which now looks set to test the ‘72′ level of support as billions of new dollars dilute it further. However, the indicators suggest that the USD is now oversold, so we could see a small bounce from this point. Any upward move we believe would be short lived as those holdings dollars at the moment must surely be considering their options and making plans to limit their exposure to any further devaluation of the dollar.
Monday, November 08, 2010
China’s Urban Migration Catapults Copper Prices to New Highs / Commodities / Metals & Mining
By: Money_Morning
Don Miller writes:
The next phase of China's economic plan is fueling a relentless appetite for electricity, spiking demand for copper. That has moved investors to drive up the price of the metal, as well as the stocks of companies that mine it.
Copper has risen 14% this year, with contracts traded on the London Metal Exchange tripling since December 2008. The Bloomberg index of world mining stocks this year has climbed 16% to the highest level since Aug. 1, 2008, driven by miners like Freeport-McMoRan Copper & Gold Inc. (NYSE: FCX), and Ivanhoe Mines Ltd. (NYSE: IVN)
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Monday, November 08, 2010
Gold Testing Resistance to Target $1500 / Commodities / Gold and Silver 2010
By: Rosanne_Lim
In a move to boost a “disappointingly slow” economic recovery, the Fed has finally announced that it will buy $600 billion of US government months over an eight month period to lower interest rates and encourage more borrowing. In addition to this announcement, the Federal Reserve also made it clear that it is ready to do more if growth isn’t achieved in the months ahead.
Monday, November 08, 2010
Silvers Bull Market From $4 to $26 is NOT Deflation / Commodities / Gold and Silver 2010
By: Howard_Katz
Below is a chart of the price of silver over the past 10 years showing the move from $4/oz. to $26/oz. We call to the attention of Ben Bernanke that silver has been going up. Prices going up are not “deflation.”
Monday, November 08, 2010
Silver Correction Proved to be Very Short Lived, Targets $36 to $40 / Commodities / Gold and Silver 2010
By: Clive_Maund
Silver's corrective phase turned out to be very short-lived - it only lasted a week before it turned higher again, and then blasted out to new highs on the inflation friendly news from the Fed last week. We can see all of this on the 6-month chart and also how silver is becoming very overbought once more as it approaches the top return line of a tentative parallel uptrend channel - tentative because, like gold, silver is in position to go into parabolic acceleration mode in which, of course, uptrend lines are rendered obsolete, at least temporarily. The current steep uptrend may even approach $30 before silver stops to consolidate/react.
Monday, November 08, 2010
Fed Crosses the Rubicon and Ignites Powerful Parabolic Gold Bull Market / Commodities / Gold and Silver 2010
By: Clive_Maund
The Fed crossed the Rubicon last week with its announcement of another massive tranche of QE (Quantitative Easing or in common parlance money printing), known as QE2. It is thus clear that what is now known as QE1, which was portrayed at the time as "one off rescue of the financial system" was nothing of the kind, but represented instead the bursting of a dam that can never be put back together again. The junkie has graduated to another level, from that of being merely a chronic debtor, unable to live within its means and sponging on the rest of the world, to selling its own future down the river in order to maintain its voracious consumption habits in the present.
Sunday, November 07, 2010
Gold Price Break Out or Fake Out? / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
In a now-infamous 2002 speech, Ben Bernanke said:
(…) The U.S. government has a technology, called a printing press (or, today, its electronic equivalent), that allows it to produce as many U.S. dollars as it wishes at essentially no cost… Under a paper-money system, a determined government can always generate higher spending and hence positive inflation…
Sunday, November 07, 2010
Gold Nudging $1400, $1600 Not Far Away, $2,600 is Not Impossible / Commodities / Gold and Silver 2010
By: Merv_Burak
We’re just nudging up against the $1400 mark, can $1600 be far away? That still seems to be the most talked about target although $2600 is not all that impossible. Let’s see where we are at the present time, technically speaking.
Sunday, November 07, 2010
The Charts Say It’s Time For Gold To Pullback / Commodities / Gold and Silver 2010
By: David_Grandey
Below are the charts of GLD and the USD and their correlation says to expect a pullback to at least relieve the overbought nature in the indexes and gold as well.
Sunday, November 07, 2010
Crude Oil and Silver Curious Market Actions Warrant CFTC Investigation / Commodities / Market Manipulation
By: Static_Chaos
Once again we find some strange activity occurring in these markets from a trading perspective, and it is time that the increased staff and resources of the CFTC enforcement division look into these two markets in particular.
Sunday, November 07, 2010
Swimming In Crude Oil? Record High Inventory Will Continue To Build / Commodities / Crude Oil
By: Dian_L_Chu
Despite the recent price surge in crude oil this week, basically going from $81.50 to $87 a barrel within this week--thanks to a Fed's QE2-induced weak dollar-- oil inventories actually added another 2 million barrels build to the current stockpiles.
These are the highest inventory levels for crude in 2010 and are just shy of the 370 million mark, which will be punctuated next week with another build in crude stockpiles. (See Stocks Chart from the U.S. EIA)
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Sunday, November 07, 2010
Uranium and Nuclear Power Investing Mega-trend For the Next Decade / Commodities / Uranium
By: Nadeem_Walayat
Ten years ago the investment mega-trends to get on board where the emerging markets and commodities such as Gold, all clear in hindsight you might say, so what about the mega-trends for the next decade ?
Saturday, November 06, 2010
Federal Reserve Inflating Bubbles Pushing Agri-Foods to New Highs / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Readily acknowledged is that first action of new U.S. Congress should be to call for resignations of all members of the Board of Governors of the Federal Reserve System.. Their irresponsible acts to date have clearly violated their mandate to provide a healthy economic environment. With Federal Reserve Bubble III, manifesting itself in the inflated and unnatural values for non dollar currencies, distorting the global economic system, they must be removed immediately and most recent policy action nullified.
Saturday, November 06, 2010
Crude Oil and Natural Gas Big News Stories of the Week / Commodities / Crude Oil
By: Global_Intel_Report
European Energy Consortium to Sign Turkmen Gas Deal
A consortium of two European energy companies and a financial institution are seeking to strike a major gas supply deal with Turkmenistan by the end of this month, to bring gas to Europe, bypassing Russia, which has recently experienced some disappointment in its dealings with Turkmenistan.
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Saturday, November 06, 2010
Gold and Metal Miners Takeovers Talk / Commodities / Gold and Silver 2010
By: The_Gold_Report
Encompass Funds Portfolio Manager Marshall Berol and Analyst Kevin Puil spend a lot of time examining junior mining companies for investment opportunities and they're pretty good at it. The Encompass Fund was up 139% in 2009 and it's up another 21% so far this year. In this exclusive interview with The Gold Report, we talk to Marshall and Kevin about how they choose junior gold stocks and whether or not the growing number of takeovers is influencing their decisions.