Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, September 18, 2010

Gold's Rally Breakout or Fakeout? / Commodities / Gold and Silver 2010

By: David_Morgan

Many commodity traders are familiar with the question of whether a stock or commodity has broken out for “real” or not. In other words, when making a new high for the first time, many speculators are unsure if the trend will continue.

Gold touched record highs this week and silver is also moving very close to record highs. Gold’s breakout above the $1,250 an ounce level moves it into new territory, making the move very bullish.

Saturday, September 18, 2010

Congressional Memorandum On Hoarding Gold / Commodities / Gold and Silver 2010

By: D_Sherman_Okst

Let me be upfront: I hate gold (and silver). Hoarding isn’t beneficial to anyone. Yet my faith has been put in 5 G’s: G(religious edit)d, Gold, Guns & Grub. Having absolute faith in the 5th G - (the Government will continue to screw it up) is why I can have faith in the other four. Today I stumbled upon a colossal moron whose website clearly underscores the 5th G.

Friday, September 17, 2010

It’s Not Too Late To Buy Gold! / Commodities / Gold and Silver 2010

By: Sy_Harding

Gold is at a new record high, and there’s a lot of talk about it being time to take profits, to expect a serious decline, in fact the end of its 10-year bull market.

Gold is up 16% so far this year. If it ends up for the year it will be its 10th straight year of gains, and the longest bull market for gold since 1920. So yes, by that measurement gold’s bull market is aged.

Friday, September 17, 2010

Will Silver De-couple From Gold? / Commodities / Gold and Silver 2010

By: Julian_DW_Phillips

For the last few years silver has moved in relative tandem with the gold price up to now. We called it the 'long shadow of gold' because it would rise further and fall further than gold, but they did move together. Occasionally silver did pause as gold rose but the 'shunt' effect [when a train pulls forward with a line of carriages in tow and each jumps forward as their links tighten] kicked in and it jerked forward to catch up with gold's moves. Many investors keep their eyes focused on the Gold: Silver Ratio [one ounce of gold buys x number of ounces of silver] and trade it regularly. Right now that ratio is at 1: 60. However, by coupling we also mean will they continue to act and react together on a daily basis, apart from price differentials.

Friday, September 17, 2010

Gold All About the U.S. Dollar? / Commodities / Gold and Silver 2010

By: Adrian_Ash

The race to debase only looks set to raise gold's global appeal still further...

GOLD is suddenly all about the Dollar again. Or so you might think.

Friday, September 17, 2010

Are Commodities Stocks Cheap? / Commodities / Resources Investing

By: Zeal_LLC

After weathering a lackluster grinding summer, commodities stocks are poised for a big rally.  Thanks to an anomalous divergence between commodities prices and the general stock markets, commodities stocks are relatively cheap today.  This has created an excellent buying opportunity for investors.

Friday, September 17, 2010

Gold's "Z-Score" Defies George Soros' "Bubble" / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD broke new Dollar records for the third time this week in London trade Friday morning, peaking above $1282 per ounce as world stock markets extended their 2% gains from Monday.

Major-economy government bonds also rose, pushing interest rates lower as new German and US data showed inflation stalling on the official measures in August, while crude oil recovered above $75 per barrel.

Friday, September 17, 2010

Gold Makes Successive New All Time Highs Despite Continuing Public Apathy / Commodities / Gold and Silver 2010

By: GoldCore

Gold and silver are higher again this morning with gold hitting new record nominal highs and silver having risen sharply to $20.995/oz which is a new multi-month high. A close above $21/oz will be important technically and a close above $21.24/oz would be very bullish technically with long term chart analysts looking at the 1980 record high (just below $50/oz) and the silver's record quarterly high close of $32.20/oz as the next levels of technical resistance.

Friday, September 17, 2010

Gold Price in All Major Currencies / Commodities / Gold and Silver 2010

By: Investmentscore.com

A common flaw that we see the average investor make is to follow their investments measured in foreign currencies and at the same time forget to calculate their local exchange rate on those investments.  This is a HUGE mistake as the fluctuation of an investor’s home currency has a massive impact on their returns.

Friday, September 17, 2010

How High Can Gold Go During the Current Upleg? / Commodities / Gold and Silver 2010

By: Jason_Hamlin

Gold fever is converting an increasing number of mainstream investors into gold bugs. Newbies who were fortunate enough to buy gold at any point during this year are no doubt celebrating their gains. And many are looking to take profits now that gold has made another record (nominal) high at $1,279. After all, the gold price has enjoyed an advance of nearly $100 during the past month and we are probably facing some profit taking and correction, right?

Friday, September 17, 2010

Government vs. Gold / Commodities / Gold and Silver 2010

By: Paul_Mladjenovic

Some recent headlines look ominous...

"Healthcare bill reveals hidden tax for precious metals transactions"

"Congress starts hearings on gold"

Friday, September 17, 2010

Gold Stocks – Where is the Bull Market? / Commodities / Gold & Silver Stocks

By: David_Urban

Gold bullion has been on a strong and steady march since its bottom in late 2008 but Gold stocks have remained mired in a sideways movement as investors become impatient waiting for the sun to shine upon them. But to understand why Gold stocks are moving sideways investors first need to have a brief history lesson about the industry.

Friday, September 17, 2010

Look for Underlying Crude Oil and Natural Gas Catalysts / Commodities / Oil Companies

By: The_Energy_Report

Eric Nuttall, portfolio manager of Sprott Asset Management's Energy Fund, believes there are opportunities in both oil and gas, regardless of commodity prices. "I'm entirely agnostic when it comes to the commodity price. It all comes down to the valuation," Eric explains. He seeks companies with existing production priced at a reasonable multiple and, as he puts it, gets all the exploration upside for "free." Eric talks about some companies that fit that bill in this exclusive interview with The Energy Report.

Thursday, September 16, 2010

Gold Trading Volume Jumps, Signals More Upside or Warning? / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

Gold prices are rising from the long-term perspective and it’s no wonder. Central banks that had one time liked nothing better than to get rid of their gold reserves, are amassing major gold positions. The International Monetary Fund said last week that it sold 10 metric tons of gold to the central bank of Bangladesh raising $403 million. The IMF has already sold 212 tons of gold to the Reserve Bank of India, the Bank of Mauritius and the central bank of Sri Lanka, all in November last year.

Thursday, September 16, 2010

Agricultural Commodities Trading, Will Grains Gain OR Wane? / Commodities / Agricultural Commodities

By: EWI

Over the past few months, leading grain prices have climbed up the commodity wall like a "mile-a-minute" kudzu vine. From late June to early August, the big three grain markets (wheat, corn, and soybeans) soared 40%-plus in a coordinated rally to multi-year highs before leveling off.

The question on the minds of market participants is simple: Is the grains' uptrend set to end?

Thursday, September 16, 2010

Today's Hottest Energy Sector Investment Plays / Commodities / Energy Resources

By: Marin_Katusa

Marin Katusa, an accomplished investment analyst, is the senior editor of Casey’s Energy Opportunities, Casey’s Energy Confidential, and Casey’s Energy Report. He left a successful teaching career to pursue analyzing and investing in junior resource companies. In addition, he is a regular commentator on BNN and a member of the Vancouver Angel Forum where he and his colleagues evaluate early seed investment opportunities. Marin also manages a portfolio of international real estate projects. Using advanced mathematical skills, he has created a diagnostic resource market tool that analyzes and compares hundreds of investment variables. Through his own investments, Marin has established a network of relationships with many of the key players in the junior resource sector in Vancouver.

Thursday, September 16, 2010

Gold Hits New USD Record, Silver Breaks 3-Decade Top in Euros / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD jumped once again for Dollar investors on Thursday, hitting fresh record highs at $1278 an ounce as world stock markets slipped – and government bonds rose – ahead of key US inflation data.

"This is a period of great uncertainty, so nothing is safe," said hedge-fund legend George Soros in an interview with Reuters late Wednesday.

Thursday, September 16, 2010

Gold New Record High, Just 2% Below $1,300/oz / Commodities / Gold and Silver 2010

By: GoldCore

Gold and silver have risen to new record highs and new multiyear highs respectively as investors are becoming increasingly concerned about the health of the eurozone financial system and the fragility of the recent economic recovery. Both are higher against all major currencies this morning (see Cross Currency Table) as the precious metals' safe haven credentials are being increasingly respected. Stocks have fallen for a third day in Europe, and US futures declined as an unexpected drop in UK retail sales revived concerns that the economic recovery is stalling.

Thursday, September 16, 2010

Crude Oil Future Record Breaking Contango Suggests Higher Oil Prices for 2011 / Commodities / Crude Oil

By: Money_Morning

Jason Simpkins writes: ConocoPhillips (NYSE: COP) is paying $41,000 a day to keep a storage tanker capable of holding 3 million barrels of oil floating in the Gulf of Mexico, according to international ship- and offshore broking firm RS Platou. And the TI Europe is just one of hundreds of oil tankers sitting idle in waters around the world, as energy companies and investment banks await higher prices for crude.

Thursday, September 16, 2010

Soros: Nothing Is Very Safe, Including Gold / Commodities / Gold and Silver 2010

By: Dian_L_Chu

Spot gold Tuesday hit a record $1,274.75 an ounce,drifted lower on Wednesday as the dollar surged 3% against the yen when Japan intervened in the currency market for the first time in six years. The yellow metal quickly found support at just below $1,270 an ounce, still near its record high.