
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Monday, August 09, 2010
Gold and Failing Keynesian Dogma / Commodities / Gold and Silver 2010
By: Ned_W_Schmidt
 That Keynesian economic dogma has been a complete and utter failure is   readily evident as we look around the world. For one,   the U.S. economy will reenter recession in first of the new year as Obama   Regime's tax increases crush the potential for economic growth. U.S.   unemployment remains stubbornly above 9%. Rather than Keynesians surrendering as   they should, they place the blame not on their policies but those advocating   change. Cure the economic woes of today? Ban university tenure for Keynesian   economists, retroactively!
That Keynesian economic dogma has been a complete and utter failure is   readily evident as we look around the world. For one,   the U.S. economy will reenter recession in first of the new year as Obama   Regime's tax increases crush the potential for economic growth. U.S.   unemployment remains stubbornly above 9%. Rather than Keynesians surrendering as   they should, they place the blame not on their policies but those advocating   change. Cure the economic woes of today? Ban university tenure for Keynesian   economists, retroactively!
Sunday, August 08, 2010
U.S. Crude Oil Distillate Demand Falling off a Cliff / Commodities / Crude Oil
By: Dian_L_Chu
 Crude Oil had a breakout this week as the risk trade was put on, it benefitted from the short the dollar, and go long commodities play. Plus equities have been testing the higher levels, and trying to establish a higher trading range.
Crude Oil had a breakout this week as the risk trade was put on, it benefitted from the short the dollar, and go long commodities play. Plus equities have been testing the higher levels, and trying to establish a higher trading range. 
Sunday, August 08, 2010
Gold and Silver Huge Short Position / Commodities / Gold and Silver 2010
By: Jesse
There is a case to be made that world production is not the only issue, but the   available supply is just as important, if not more.
  
  In the case of gold,   a relatively small portion of supply is consumed, as the bulk of it is held as   jewelry and bullion. One might say that if the bullion banks get into a pinch,   the central banks can bail them out by 'leasing' gold to them for sale. In fact   there is quite a bit of circumstantial evidence that the central banks have been   doing this for some time, and would be in serious difficulty if they faced   external audits.
Saturday, August 07, 2010
Gold Serious Negative Divergences Despite Recent Rally / Commodities / Gold and Silver 2010
By: Merv_Burak
 Gold has had  several days of steady upside action but unfortunately the strength or momentum  behind the move is not all that encouraging.   Serious negative divergences are seen in my momentum indicators and need  to be nullified before any significant move can continue.  Let’s see where we are on a continuing basis.
Gold has had  several days of steady upside action but unfortunately the strength or momentum  behind the move is not all that encouraging.   Serious negative divergences are seen in my momentum indicators and need  to be nullified before any significant move can continue.  Let’s see where we are on a continuing basis.
Friday, August 06, 2010
If the U.S. Dollar Were to Fall How Important is Gold to the States? / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
 Since the demise of the Gold Standard, monetary authorities have tried as   many ways as possible out there to sideline gold as part of the monetary system.   Since the early eighties they have succeeded to some extent, but this was by   discrediting it and by emphasizing the benefits of paper currencies. Paper money   in a paper system was working very well and everybody felt that much more   prosperous, so ignored gold's departure.
Since the demise of the Gold Standard, monetary authorities have tried as   many ways as possible out there to sideline gold as part of the monetary system.   Since the early eighties they have succeeded to some extent, but this was by   discrediting it and by emphasizing the benefits of paper currencies. Paper money   in a paper system was working very well and everybody felt that much more   prosperous, so ignored gold's departure. 
Friday, August 06, 2010
Junior Gold Mining Stock Bull Seasonals / Commodities / Gold & Silver Stocks
By: Zeal_LLC
 The adventures of  trading junior resource stocks are meant for only a select breed.  Yet even these risk-craving traders struggle  with a cornucopia of emotions when putting their capital to work in this  realm.  This sector is capable of violent  swings in either direction, and it has proven to be quite difficult to navigate  on an interim basis.
The adventures of  trading junior resource stocks are meant for only a select breed.  Yet even these risk-craving traders struggle  with a cornucopia of emotions when putting their capital to work in this  realm.  This sector is capable of violent  swings in either direction, and it has proven to be quite difficult to navigate  on an interim basis.
Friday, August 06, 2010
The Great American Collapse, The Gold Decade / Commodities / Gold and Silver 2010
By: Peter_Schiff
 As gold hovers near $1,200 an ounce and pundits speculate about a 'gold   bubble', it's important for investors to remember that a mere decade ago the   picture was very different. In the year 2000, gold sat at an unimpressive annual   average of $279 an ounce - a two-decade low. At that time, most analysts thought   gold was finished as a monetary metal. They said its price would never recover   and only kooks with tin hats would invest in it. I was one of the very few   financial commentators publicly saying that gold was not only viable, but   entering a long-term uptrend.
As gold hovers near $1,200 an ounce and pundits speculate about a 'gold   bubble', it's important for investors to remember that a mere decade ago the   picture was very different. In the year 2000, gold sat at an unimpressive annual   average of $279 an ounce - a two-decade low. At that time, most analysts thought   gold was finished as a monetary metal. They said its price would never recover   and only kooks with tin hats would invest in it. I was one of the very few   financial commentators publicly saying that gold was not only viable, but   entering a long-term uptrend.
Friday, August 06, 2010
Wall Street’s Gold Mine is Main Street’s Shaft / Commodities / Gold & Silver Stocks
By: Sean_Brodrick
 Wall Street started this week off with another “push-it-higher” party, as the   babbling heads on TV trumpet the latest good earnings news. Respected analysts   at Cabot Market Letter just said it’s “likely” the Dow could surge to 14,000 in   2011. Meanwhile, many Americans are left wondering: How can it be party time for   Wall Street when it’s such hard times for the rest of us? Where’s the party for   Main Street?
Wall Street started this week off with another “push-it-higher” party, as the   babbling heads on TV trumpet the latest good earnings news. Respected analysts   at Cabot Market Letter just said it’s “likely” the Dow could surge to 14,000 in   2011. Meanwhile, many Americans are left wondering: How can it be party time for   Wall Street when it’s such hard times for the rest of us? Where’s the party for   Main Street?
Friday, August 06, 2010
Gold Moving Toward $1,200 / Commodities / Gold and Silver 2010
By: LiveCharts
The price of gold is currently (August 5) just below $1,195 after it briefly touched $1,200 on August 4th. Gold prices have been on a rebound after more than a $100 downward correction from the all-time high in late June of $1,261.
The gold spot rate hit $1,157 just over a week ago on July 28th. However, after hitting the nearly two-month low, the price of an ounce of gold has jumped nearly $40.
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Friday, August 06, 2010
The Pressures on Crude Oil / Commodities / Crude Oil
By: Seven_Days_Ahead
 Since the sharp sell-off  back in May at the height of the Euro zone sovereign debt crisis, oil has  experienced a long slow recovery, which for most of that time looked like no  more than a prolonged period of sideways trading.
Since the sharp sell-off  back in May at the height of the Euro zone sovereign debt crisis, oil has  experienced a long slow recovery, which for most of that time looked like no  more than a prolonged period of sideways trading.
Thursday, August 05, 2010
China Is Winning the Energy Race / Commodities / Energy Resources
By: Marin_Katusa
 Marin Katusa, Casey’s   Energy Opportunities writes:      Stop the presses. The United States is no longer the world’s biggest   consumer of energy.
Marin Katusa, Casey’s   Energy Opportunities writes:      Stop the presses. The United States is no longer the world’s biggest   consumer of energy.
After topping the energy consumption charts for more than a century, the U.S. has been left behind as China leapfrogged past. According to the International Energy Association’s (IEA) latest report, China burned its way through 2,252 million tonnes of oil equivalent last year – about 4% more than the U.S.
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Thursday, August 05, 2010
Sellers Emerge in Natural Gas UNG ETF / Commodities / Natural Gas
By: Mike_Paulenoff
Never a dull moment in natural gas. The inventory build was a bit less than expected, but sellers came out of the woodwork above 8.05 in the U.S. Natural Gas Fund ETF (NYSE: UNG) and smacked prices down to 7.72 so far.
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Thursday, August 05, 2010
Why You Should Worry About the Iran Oil Sanctions / Commodities / Crude Oil
By: Money_Morning
 Kent Moors writes: 
I cut my teeth doing energy-related deals in the Soviet Union and still spend a lot of time consulting in Russia and the Caspian Sea basin. These days, my work takes me all over the globe. But the part of the world where my career began still holds the key for future oil supplies.
Kent Moors writes: 
I cut my teeth doing energy-related deals in the Soviet Union and still spend a lot of time consulting in Russia and the Caspian Sea basin. These days, my work takes me all over the globe. But the part of the world where my career began still holds the key for future oil supplies.
Especially the Caspian.
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Thursday, August 05, 2010
Are Silver Stocks Worth the Effort? / Commodities / Gold & Silver Stocks
By: Bob_Kirtley
 Question:  What is it that we are trying to achieve?
Question:  What is it that we are trying to achieve?
Answer: Exposure to the silver bull market.
Thursday, August 05, 2010
Gold the Hedge Against Chaos / Commodities / Gold and Silver 2010
By: Darryl_R_Schoon
 …what if history is not  cyclical and slow-moving but arhythmic, at times almost stationary, but also  capable of accelerating suddenly, like a sports car? What if collapse does not  arrive over a number of centuries but comes suddenly, like a thief in the  night… dramas lie ahead as the nasty fiscal arithmetic of imperial decline  drives yet another great power over the edge of chaos.       Niall Ferguson, July 28, 2010
…what if history is not  cyclical and slow-moving but arhythmic, at times almost stationary, but also  capable of accelerating suddenly, like a sports car? What if collapse does not  arrive over a number of centuries but comes suddenly, like a thief in the  night… dramas lie ahead as the nasty fiscal arithmetic of imperial decline  drives yet another great power over the edge of chaos.       Niall Ferguson, July 28, 2010Read full article... Read full article...
Thursday, August 05, 2010
Yellow and Black Gold Shine Compared to the Stocks SP500 Index / Commodities / Commodities Trading
By: Chris_Vermeulen
 Commodities have been shining recently as  the US Dollar loses its luster for investors. Also the weakening dollar has  helped boost equities as a lower US dollar helps the large multi national  companies. This report is a quick follow up from the Weekend report showing  what the odds were favoring which was higher gold, oil and sp500. As of today  each investment is unfolding as planned, once candle at a time.
Commodities have been shining recently as  the US Dollar loses its luster for investors. Also the weakening dollar has  helped boost equities as a lower US dollar helps the large multi national  companies. This report is a quick follow up from the Weekend report showing  what the odds were favoring which was higher gold, oil and sp500. As of today  each investment is unfolding as planned, once candle at a time.
Thursday, August 05, 2010
Time to Buy Silver Nears / Commodities / Gold and Silver 2010
By: Bob_Clark
 The penny gold  and silver explorers waved a red flag six months ago, now they are furling that  flag and preparing to hoist a green one.
The penny gold  and silver explorers waved a red flag six months ago, now they are furling that  flag and preparing to hoist a green one. It is August and a good time to follow up on my article written in March for Market Oracle, "Will gold get compressed". In it I suggested that the metals would go sideways or compress but would hold above the March low, until August. below is part of what I said.
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Thursday, August 05, 2010
Economy in for a Long Dark Period – Here’s How to Survive with Gold / Commodities / Gold and Silver 2010
By: Lorimer_Wilson
 Chris Blasi writes: The success of the multi-year machinations  of the U.S. Government and the Federal Reserve’s attempts to manage the fiscal  crisis can best be summarized in a single word – and that word is ephemeral -  yes, ephemeral! This beautifully succinct word, ephemeral, is defined as  "lasting for only a short period of time and leaving no permanent  trace.”   Yes, indeed, what better word  is there to describe the Government's so-called rescue plan than ephemeral –  here today and gone tomorrow - and without a trace of lasting benefit!
Chris Blasi writes: The success of the multi-year machinations  of the U.S. Government and the Federal Reserve’s attempts to manage the fiscal  crisis can best be summarized in a single word – and that word is ephemeral -  yes, ephemeral! This beautifully succinct word, ephemeral, is defined as  "lasting for only a short period of time and leaving no permanent  trace.”   Yes, indeed, what better word  is there to describe the Government's so-called rescue plan than ephemeral –  here today and gone tomorrow - and without a trace of lasting benefit!
Wednesday, August 04, 2010
Gold Price Dynamics / Commodities / Gold and Silver 2010
By: The_Gold_Report
 Union Securities Analyst Brian Mok gets excited  about gold companies with prospects for big-time growth. But then again, who  doesn't? In this exclusive interview with The Gold Report, Brian discusses at length, and  offers target prices on, no less than five juniors headed for big increases in  gold production.
Union Securities Analyst Brian Mok gets excited  about gold companies with prospects for big-time growth. But then again, who  doesn't? In this exclusive interview with The Gold Report, Brian discusses at length, and  offers target prices on, no less than five juniors headed for big increases in  gold production. 
The Gold Report: Tell me how a strong gold price is changing the  companies that you cover. 
Wednesday, August 04, 2010
Gold Meltdown or Mania, Batten Down the Hatches / Commodities / Gold and Silver 2010
By: Casey_Research
 Louis James, Senior Editor, Casey’s   International Speculator writes:       As Doug Casey said recently, we expect things to come unglued   soon. With the ongoing madness in Europe, it seems to me that things are   starting to look visibly less well glued already.
Louis James, Senior Editor, Casey’s   International Speculator writes:       As Doug Casey said recently, we expect things to come unglued   soon. With the ongoing madness in Europe, it seems to me that things are   starting to look visibly less well glued already.
In contemplating the possibility of another stock market meltdown, it seems important to me that in spite of the exuberance with which investors rushed back into the market over the last year, the memory of 2008 remains vivid, tempering enthusiasm with caution.
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