Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, October 21, 2010
Robust Long Term Demand Fundamentals for Gold and Silver / Commodities / Gold and Silver 2010
By: Mike_Stall
The precious metals space is poised for robust gains in the long term on the back of strong supply- and demand factors. Declining mine production for precious metals has resulted in a tight supply scenario over the past few years, triggering prices. Key producers including South Africa, the U.S., Australia and Russia are showing signs of a gradual shortfall in potential output, creating a global supply deficit. Two other reasons have coerced prices to attain present levels: the upturn in industrial activities post recession and the return of investors due to subside in volatility. With demand remaining strong, a flat to negative supply scenario augurs well for precious metals.
Thursday, October 21, 2010
Profit from Rising Food Prices with MOO and DBA ETFs / Commodities / Agricultural Commodities
By: Ron_Rowland
Here’s a question for you … and I’m pretty sure your answer is “Yes.” The question is: Do you eat?
Food is a basic necessity of life. We all need to eat. Some of us eat more than others do, of course. Sadly, some people live in places where there simply isn’t enough food to go around.
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Thursday, October 21, 2010
MOO, Not Just for Cows, Market Vectors Agribusinesses ETF / Commodities / Agricultural Commodities
By: Jim_Farrish
The agriculture stocks have been moving up aggressively since the end of June. The initial push came on the drought issues in Russia and wheat production. Then BHP started a hostile takeover bid for POT and the race was on. The buyout set a benchmark or valuation for the agri-chemical businesses. The corn crops in the US were below expectations and thus corn prices have moved higher. This all begs the question – is the run higher done? Is the risk of ownership in the sector too high? The bottom line is demand, and we all know that demand puts pressure on price and for now that demand is likely to remain.Read full article... Read full article...
Thursday, October 21, 2010
Gold Trend Choppy and Indecisive / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF BOTH gold and silver was little changed against the US Dollar by Thursday lunchtime in London, evening out amid "a very choppy and volatile market" according to one dealer.
Asian equities closed the day lower, failing to pick up yesterday's 1.2% gain in US stocks.
Thursday, October 21, 2010
Gold and QE2 - Buy on the Rumour, Sell on the News? / Commodities / Gold and Silver 2010
By: GoldCore
Gold is little changed in London trading this morning with slight losses in dollar and euro terms and slight gains in Swiss franc and British pound terms. Expectations of QE2 are leading to further dollar weakness and continuing strength in commodities and precious metals. Gold could see a pullback on the QE2 announcement as we may see a "buy on the rumour, sell on the news" reaction from traders. However, the pullback would likely be another correction as physical demand, particularly from central banks, looks set to remain elevated for the immediate future.
Thursday, October 21, 2010
The World According to Gold, $1500 by Year End / Commodities / Gold and Silver 2010
By: Midas_Letter
$1500 by year end. That’s what the price of gold is going to be. If you buy an ounce of bullion today, you’ll sell it after the Christmas holidays for a profit of 8+%. The gloves are off in the ring of major global currencies, all the pretence is gone, and it’s a horribly blatant competition to devalue currencies that’s now underway. The disconnect between the actual purchasing power of the increasingly worthless dollar, pound, euro, yen and yuan and their near future purchasing power is the latency inherent in a globalized economy in terms of time. Price inflation is coming: it is the absolute outcome of monetary inflation in the absence of real stimulus (supply shortage and demand increase based on actual economic consumption growth – not rampant counterfeiting)
Thursday, October 21, 2010
Peter Schiff Wrong on Gold Stocks, Small Caps Leveraged to Gold Price / Commodities / Gold and Silver 2010
By: Jordan_Roy_Byrne
Days ago I was watching Peter Schiff on Yahoo Tech Ticker. Normally, I find myself in agreement with Schiff. This time, however I disagreed with his comments on the gold stocks. He was saying to buy GDX because the large-cap stocks were priced for a decline in Gold. He also said the speculative juniors were going nowhere. These things may be true and play out in his favor over the coming months and years.
Thursday, October 21, 2010
Food Prices Spiraling Higher, Grains Feed Meat Prices / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Businesses, be they purveyors of adult beverages or farms, are different from governments. Governments can, in most cases, print money to pay their expenses, or borrow near unlimited amounts to do so. Businesses, however, must take in sufficient money to cover their input costs, the expenses of labor, and earn a fair return on their invested capital. If current prices do not allow for that, the price of the business's service or products must rise.
Thursday, October 21, 2010
What Has Happened to the Gold Price Lately? / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
The gold price turned around at below the long-term trend line at $1,160 and rose in an almost straight line to $1,360 before building some support at $1,350. This was after almost 18 months of consolidation between $1,050 and $1,250. The long period of consolidation was while the markets believed that there was a good chance that the recovery would gain traction and all would be well. Then the news darkened and fear and uncertainty in large doses returned alongside worrying actions on the U.S. stimulation front and the world's foreign exchanges. But far more than that happened in the gold market. It was and is a combination of all these factors synthesizing that has driven the gold price to present levels.
Thursday, October 21, 2010
Doubling the Value of Silver / Commodities / Gold and Silver 2010
By: Richard_Daughty
With gold and silver going up in price like they are, I spend a lot of time secluded in the Big Mogambo Bunker (BMB), greedily calculating my profit with each little up-tick in price. I am so delighted that I alternate between, on the one hand, happily dreaming of happier days to come when silver and gold have gone up so much in the roaring inflation caused by the Federal Reserve creating so much money that I will have made So Freaking Much Money (SFMM), then, on alternatively, dreading the hyperinflation caused by the Federal Reserve creating so much extra money that it causes societal breakdown in a bleak and horrific post-apocalyptic nightmare of worthless dollars, violent clan rivalries, bloody warlords and weird alien invaders from some distant planet planting spores in our brains.
Thursday, October 21, 2010
Cherry Picking Undervalued Junior Gold Miners / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Junior resource companies have been on a wild ride since 2009 and Mickey Fulp, the author of The Mercenary Geologist newsletter, thinks most of them are as overvalued as they've ever been. In this exclusive interview with The Gold Report, Mickey discusses the handful of undervalued plays he's unearthed in an overvalued gold market.
The Gold Report: We spoke earlier this year after equities had a wild ride in 2009. You made the comment that you didn't see many undervalued junior resource companies. When we spoke again in April, you said many of these juniors were at an all-time high. What's your feeling about the junior sector now that we're in October?
Thursday, October 21, 2010
Gold and Silver Breakout and Consolidation, China's Greek Dollar Swap Window to Dump Treasuries / Commodities / Gold and Silver 2010
By: Jim_Willie_CB
The Chinese are clever people. Their leaders play a good game of chess in the global scramble for commodity supply and financial dominance. Their patient strategy has tied the arms & legs of the USGovt, using their own debt securities as the binding rope. The accumulate almost reached a staggering $1000 billion, the ugly fruit of the Low-Cost Solution to invest in China from a decade ago. While much attention has come to saber rattling over currency manipulation and tiny 25 basis point interest rate hikes, even battles over rare earth metals, something has been happening in Europe of importance that involve a Chinese back door to dump USTreasurys. To be sure, the USGovt deficits and monetary policy have invited a selloff in the USDollar. In the latter months of 2009 and early months of 2010, the Jackass wrote frequently about the absurd notion of an Exit Strategy from 0% and Quantitative Easing.
Thursday, October 21, 2010
The Unconventional Natural Gas Red Zone / Commodities / Natural Gas
By: OilPrice_Com
Great chart from PFC Energy. Presented at an Institute of Energy Economics, Japan seminar last month.The piece shows the "red zones" in global unconventional gas (shale, tight gas, coal bed methane). Comparing the unconventional sector in North America to six unnamed Asian nations (lettered A to F, so as not to hurt any feelings), across ten categories related to the gas business in each country. Green is good, yellow okay, red poor.
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Thursday, October 21, 2010
The Future of Unconventional Shale Gas / Commodities / Natural Gas
By: Submissions
Maninder Batra writes: Today, in the energy markets we hear a lot of euphoria and hype about shale gas, and how it has effectively neutralized the Natural gas cartel ,GECF . But, there has some bad news for unconventional gas industry , when Chesapeake’s CEO Aubrey McClendon declared that the shale gas reserves have been discovered already and there will be no more new discoveries in the USA.
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Wednesday, October 20, 2010
Potent Recovery Rally in Natural Gas / Commodities / Natural Gas
By: Mike_Paulenoff
Let's notice that natural gas futures are in the midst of a potent recovery rally from yesterday's low at 3.395 to this morning's high at 3.593 so far (+5.9%). Meanwhile, the U.S. Natural Gas Fund ETF (NYSE: UNG) has climbed from 5.56 to 5.68, or +2.7% in the "draft" behind natural gas.
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Wednesday, October 20, 2010
Reason Why the Gold Price Collapsed / Commodities / Gold and Silver 2010
By: INO
Following the gold market as we do here at MarketClub, it was amazing that nobody, and I mean nobody, was bearish on this market. This always creates a problem as the markets tend to reverse when everyone is on one side and there's no one else left to buy.
Wednesday, October 20, 2010
Gold and Silver Slip But Investors Still Buying the Dips / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF WHOLESALE gold and silver bullion failed to hold a rally in London trade on Wednesday, easing back from a bounce on "decent" Asian demand after a rise in China's benchmark interest rates yesterday sparked what one analyst calls "a knee-jerk sell-off across the commodities."
US crude oil contracts had earlier crept back above $80 per barrel, while broad commodity markets added more than 1%.
Wednesday, October 20, 2010
Gold Weak, Sterling Falls on Economic Concerns over Record UK Public Borrowing / Commodities / Gold and Silver 2010
By: GoldCore
The knee jerk reaction to the Chinese interest rate rise was an increase in risk aversion which saw falls in equity and commodity markets and this contributed to gold falling more than 2%. Poor earnings results also contributed to the weakness in equities. Gold's weakness was also likely due to the dollar rising and to profit taking after gold's recent gains. Support is at $1,325/oz and $1,300/oz and resistance is at $1,374/oz and the record nominal high of $1,385/oz (see chart below).
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Wednesday, October 20, 2010
Could the U.S. Government Seize Your Gold? / Commodities / Gold and Silver 2010
By: Money_Morning
Don Miller writes:
Could the government seize your gold?
It's a question that's being asked with increasing frequency these days. The United States is struggling with a post-financial-crisis economy that can't seem to get healthy, which has led to a ballooning budget deficit and a staggering national debt.
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Wednesday, October 20, 2010
Insights into the Peruvian Gold and Metals Mining Industry / Commodities / Metals & Mining
By: The_Gold_Report
Mining is big in Latin America. The mining sector represents the lion's share of the main Peruvian indexes, and Chile and Argentina have significant mining operations as well. Kallpa Securities CEO Alberto Arispe talked exclusively with The Gold Report about some of the most promising small-cap plays in the area and the prospects of Peru, Chile and Argentina trading under a single exchange and what that might mean for the future of mine financing and investment opportunities.