Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Thursday, November 11, 2010
West Loses Resources War, China Controls Rare Earths and Middle East Has Crude Oil / Commodities / Metals & Mining
While most are anxiously anticipating a grand currency showdown at the G20 summit in Seoul this month, rare earths is bound to be one act of the G20 high Korean Drama amid the mounting worries among corporations and governments around the world about China’s recent export restrictions and embargo,
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Thursday, November 11, 2010
SILVER Junior Miners May Lead To Fortune / Commodities / Gold and Silver 2010
"There is a tide in the affairs of men, which taken at the flood, leads on to fortune." I have always loved that quote from Shakespeare's "Julius Caesar". Every trader and investor should know it by heart.Are we a float on a full sea? What vessel will serve us best?
Thursday, November 11, 2010
Going Back to a Gold Standard? / Commodities / Gold and Silver 2010
Three reasons you need your own private Gold Standard, rather than waiting on "sound money" from government...
DID GOLD's first foray over $1,400 mean we're going back to a Gold Standard?
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Thursday, November 11, 2010
How to Profit From the Rebound in Natural Gas Prices / Commodities / Natural Gas
Jack Barnes writes: I love autumn. The leaves start to turn color, and the first hint of winter is invigorating. It is also a great time to peruse each of the financial markets for the shorter-term, seasonal trades that are always lurking - if you know where to look, that is.
One place that's worth looking at right now is the global currency markets, where a major war is currently being waged. As part of the so-called "race to the bottom," the U.S. dollar is down 14% since June. This drop in the greenback has come at a time when a major bull market in commodities has broken out everywhere in the world.
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Thursday, November 11, 2010
Reverse Bubbleomics: What If OPEC Figures Out Crude Oil’s Fair Price is $150? / Commodities / Crude Oil
Like one of Victoria’s Dirty Secrets $150 oil is something you don’t joke about. But don’t worry; over a year ago the Saudi’s said that they thought “Fair Value” was above $75, and Lo and Behold, “Above $75” was what happened. Magic Eh!
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Thursday, November 11, 2010
Gold and Financial Markets Inflation Die Was Cast Before the Elections / Commodities / Gold and Silver 2010
Regardless of who's controlling the U.S. Congress, Sprott Asset Management Chief Investment Strategist John Embry holds out little hope for economic happiness in the short run. As he tells The Gold Report in this exclusive interview, "It's consequence time" and "any opportunity to have a pleasant outcome. . .in the relatively near term is long gone." John's view of equity markets is equally dim as he foresees the U.S. plowing deeper into quantitative easing to postpone—and maybe even exacerbate—the inevitable. An exception, at least for the time being, may be in senior gold stocks, which he says, "have seldom been cheaper in relation to the price of gold."
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Thursday, November 11, 2010
Gold and Silver Become Polarizing / Commodities / Gold and Silver 2010
To many in the banking and investing community, precious metals were the red headed stepchild. While they were easily accessible and extraordinarily undervalued, no one seemed to pay either gold or silver much attention. Until recently, when both have forged new highs, the opinions on each grow distant. The polarization from such “authorities” on the markets is overwhelming.
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Thursday, November 11, 2010
Fed Beneficiaries Getting Soaked on Gold Futures Options / Commodities / Gold and Silver 2010
The largest beneficiaries of rampant quantitative easing and destructive monetary policy are those who can borrow at the most wholesale level of the financial system. Those who have access to the discount windows and emergency windows are doing quite fine, borrowing money and dumping it on the markets to benefit from record low rates and quickly growing inflation levels.
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Wednesday, November 10, 2010
Lithium Powers Hi-Tek, New Global X Lithium ETF / Commodities / Metals & Mining
Cell phones, laptops, mp3 players—they are all powered by lithium. Bruno del Ama, the portfolio manager of New York-based, exchange traded fund issuer Global X Management, has recently launched an ETF targeting lithium companies for just this reason. In this exclusive interview with The Energy Report, del Ama discusses why sizeable deposits of lithium just now being developed may not be enough to keep up with the demand generated by consumer electronics and the emerging electric vehicles industry over the next decade.
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Wednesday, November 10, 2010
Gold Consolidates in Cautious Trade Ahead of the G20 Summit / Commodities / Gold and Silver 2010
Caution has marked trading in most markets today at the start of the G20 summit in Seoul. Gold is marginally lower in dollar terms but is higher in euro terms due to sovereign debt issues in Ireland and other periphery eurozone states. Gold is also higher in yen which was have fallen sharply today prior to the G20 summit.
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Wednesday, November 10, 2010
Silver Margin Hike Underscores Need For Bullion Ownership / Commodities / Gold and Silver 2010
On November 9th the Chicago Mercantile Exchange said it will raise its silver futures trading margins by 30 percent to $6,500 an ounce from $5,000 an ounce effective November 10th setting off a rapid sell-off in the metal. No other margin requirement on any other metals was changed.
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Wednesday, November 10, 2010
Silver (2008) Took the Stairs to $21, Silver (2010) Takes the Elevator to $29 / Commodities / Gold and Silver 2010
Headline today November 9, 2010: Gold and Silver Soar amid New Debt Woes and Gold Standard Talk
The last time the precious metals were in the news was March of 2008. The Future of Silver, According to Adam Smith (1723-1790) was my attempt at humor after I began my lucrative Internet writing career.
Wednesday, November 10, 2010
Silver Explodes, Gold Surges Higher on Fed Money Printing Firestorm / Commodities / Gold and Silver 2010
The precious metals markets are going wild even as I write these words.
This is precisely what we recommended investing in with our online presentation that so many investors are rushing to view right now.
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Wednesday, November 10, 2010
Gold Finds Bargain Buyers in China, Silver Rallies After 10% Plunge on US Margin-Hike / Commodities / Gold and Silver 2010
THE PRICE OF GOLD AND SILVER recovered early in London on Wednesday following sharp overnight falls sparked by a 30% hike in the margin down-payments required for leveraged traders in US silver futures contracts.
Major-economy government bonds slipped further after the Bank of England forecast above-target inflation throughout 2011, and losses on Irish government bonds pushed 10-year yields to a fresh post-Euro record of 8%.
Wednesday, November 10, 2010
Silver Futures Market Corruption, Open Letter to JPMorgan and HSBC / Commodities / Gold and Silver 2010
Ted Butler, famous silver analyst and the guy who kept up the pressure about the corruption in the silver futures market for the last 15 years, is in the InvestmentRarities.com newsletter recently talking about silver, and notes dryly that "world silver inventories are at their lowest point in 200 years."
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Wednesday, November 10, 2010
How to Trade Gold Options Using Calendar Spreads / Commodities / Gold and Silver 2010
Most market participants are aware that precious metals have been on fire rocketing higher only to consolidate briefly, gap higher, and leave slowly reacting traders in the dust. The parabolic moves in gold and silver have many potential connotations, but great traders respect price action as the final arbiter and adapt. Since the financial crisis began, many traders have evolved into reactionary lemmings.
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Wednesday, November 10, 2010
Gold Standard Manifesto / Commodities / Gold and Silver 2010
A great quote from William Osler typifies the evolution of our current monetary system. He said: “The philosophies of one age have become the absurdities of the next, and the foolishness of yesterday has become the wisdom of tomorrow.”
Decades and centuries ago, no one would have done without a hard money standard. The founders wrote in the Constitution that only Gold and Silver could be legal tender. Today our fiat monetary system is firmly in place. Although it has wrecked a once healthy economy, you’d be considered a pagan in mainstream academia if you wanted to abolish it in favor of the gold standard.
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Wednesday, November 10, 2010
Silver SLV and SLW, What A Climax Run Looks Like / Commodities / Gold and Silver 2010
Does everyone know what a capitulation sell off looks like? That’s where you get those wicked spikes down AFTER you’ve been falling for a period of time. Know what the flip side to that is? CLIMAX RUNS. We bring this up because if you look at SLV and SLW that is exactly what you are seeing.
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Wednesday, November 10, 2010
Will China's Residential Construction Bubble Hit Copper, Zinc and Nickel Industrial Metals? / Commodities / Metals & Mining
China is the world’s largest consumer of copper, zinc and nickel and also among the leading consumers of other base metals. The country has one of the fastest growing auto sector (which has overtaken the US in size) and has plans for rapid expansion of railroads and other infrastructure segments. Not surprisingly, China’s demand growth is expected to be the single most important factor in determining the direction of metal prices.
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Tuesday, November 09, 2010
Gold Expected to Peak at Around $1500 / Commodities / Gold and Silver 2010
Regular readers of my articles on Gold over the past few years know that I have a theory on this Gold Bull market. In summary, it’s that we are in a 13 Fibonacci year uptrend that started in 2001, and now we are in the final 4 years of that uptrend. It is in this last 5 year window that I theorized started in August of 2009 that investors really get involved. As the crowd comes in, prices push higher and higher, and then more and more investors come in and so forth.
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