Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Monday, August 02, 2010
Gold Could Hit $46,167 on Fed Deb Monetization / Commodities / Gold and Silver 2010
I have some important ground to cover with you today, so let me get started right away — but first, with a warning I want to get on the official record …
No matter what happens in the world today …
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Monday, August 02, 2010
Meet Someone Who is 90% Invested in Gold and Silver! / Commodities / Gold and Silver 2010
Nations rise when, through inventions and technology they become economically prosperous. They grow as they enlarge their borders and increase in influence, through conquests or by trade. They fall, when the growing need to pay for promises made, and the cost of foreign wars, drains the treasury.
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Monday, August 02, 2010
Macro Blues Overshadow Crude Oil / Commodities / Crude Oil
Crude oil has been trading within the range of $75-$80 for the fourth consecutive week with investors now focusing on a slowing economy and rising inventories in the United States, one of the top two oil consumers in the world.
However, the latest data indications from these two areas are not at all encouraging, and I will discuss some of them in the following sections.
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Monday, August 02, 2010
Gold Hatchet Job by Barron’s / Commodities / Gold and Silver 2010
Gold dropped 30 points on Monday-Tuesday of this past week thus breaking out downside from a head and shoulders top. The problem here was that most of the indicators on gold are bullish. Thus the head and shoulders is an anomaly. Technical analysis proceeds on the basis of probabilities. One must weigh the bullish and bearish factors and establish a weight of the evidence.
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Monday, August 02, 2010
Steels Most Important Ingredient / Commodities / Metals & Mining
As the economic crisis continues to reverberate worldwide, many smart companies and developing nations are taking advantage of the downturn to invest in strategic metals. One such metal continuing to gain interest around the world is manganese for the simple, but important reason that steel cannot be produced without it. That’s why this month, we’ve decided to focus on this little known strategic metal.
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Sunday, August 01, 2010
JP Morgan Covering Its Silver Shorts Like Crazy / Commodities / Gold and Silver 2010
JP Morgan holds a massive short position in silver, some of which it is said to have inherited as a concentrated speculative position from Bear Stearns. Retreats from such overextended positions are never easy, and therefore never straightforward. Having such a position can be very profitable in the short term since it gives one remarkable control over the paper price of a commodity, paricularly if the regulators are willing to turn a blind eye to certain trading practices.
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Saturday, July 31, 2010
China Raises the Floor for Agri Food Investments / Commodities / Agricultural Commodities
Last we talked on Agri-Food part of our discussion was drought in Russia and wetness in Canada. Mother Nature just does not understand that just in time inventory management requires the weather to be properly scheduled. Or, perhaps humans should come to understand that just in time inventory is fine for electronic connectors, but does not work with wheat or corn or soybeans or any of the other Agri-Foods. While many things are made in factories, Agri-Foods are not. The lost portion of the Russian wheat harvest will not be replaced till 2011.
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Saturday, July 31, 2010
One of the Great Secrets of Commodity Investing / Commodities / Investing 2010
Matt Badiali writes: By now, just about everyone in America has heard of the huge "unconventional" natural gas boom we've enjoyed in this country.
Earlier this decade, people were worried the U.S. was running out of natural gas... a vital commodity we use to produce chemicals, heat our homes, and generate electricity. From 1980 to 1999, domestic natural gas reserves fell 18%. Production only grew 1% a year on average. In short, we were pumping out more than we were finding... for nearly two decades.
Saturday, July 31, 2010
Cloudy Economic Outlook Keeps Crude Oil Trading in Narrow Range for Week / Commodities / Crude Oil
Crude oil futures continued to trade in a very narrow range, unable to cross the $79 a barrel threshold even though they ended 4.4% higher on the month.The benchmark West Texas Intermediate rallied with the stock market late Friday to finish the week at $78.95 a barrel, virtually unchanged from $78.98 a week ago, after dipping just below $77 a barrel earlier in the week. End-of-month trading might have accounted for some the late gains, analysts said.
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Saturday, July 31, 2010
Has Gold Correction Made a Final Bottom? / Commodities / Gold and Silver 2010
In the last two essays we have emphasized the influence that the dollar and main stock indices might have on the precious metals and we have summarized our last essay by stating that we are likely to see a short-term bounce to the upside (…) perhaps very soon. Since this is what happened we would like to let you know where - in our opinion - gold is likely to go next.
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Saturday, July 31, 2010
A Cyclical Case for Gold Stocks Investing / Commodities / Gold & Silver Stocks
"We're not going into a double dip. We're going into a depression. I'm convinced of that," claims renowned Market Forecaster Ian Gordon. Using his sharpest tools, Gordon has determined that the biggest market crash in our lifetime is coming sooner than most expect. But he is using a three-pronged strategy to limit the damage and even make money in the dark times ahead. You will learn why Gordon believes gold, and gold equities in particular, will perform when nothing else does in this exclusive interview with The Gold Report.
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Friday, July 30, 2010
Gold Trading Strategy Says Stand Aside This August / Commodities / Gold and Silver 2010
Dr. Steve Sjuggerud writes: Earlier this month in DailyWealth, I introduced you to my Simple Gold Strategy that turned $10,000 into $2 million.
When this indicator says, "Buy," gold compounds at 35% per year. When it says, "Stand aside," gold decreases in value.
Friday, July 30, 2010
New Uranium Bull Market? / Commodities / Uranium
Uranium soared from $10 a pound in 2000 to a stunning $136 a pound in 2007 - and then the bottom fell out. After three lean years, could another bull market be ahead?
According to the Ux Consulting Company, which tracks the price of uranium, the July 26 weekly spot price for U308 was $46 per pound. That is a 15% spike from the February lows around $40 per pound.
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Friday, July 30, 2010
European Banks Lent Their Customer's Gold to the BIS / Commodities / Gold and Silver 2010
Although it does not appear until almost the end of this article in the Financial Times, BIS Gold Swaps Mystery Unravelled, the source of the gold provided in the dollar swaps with BIS is coming from customers of about 10 European banks who are holding their gold at the banks in 'unallocated accounts.'
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Friday, July 30, 2010
More Quantitative Easing Will Threaten the Dollar and Western Economies / Commodities / Gold and Silver 2010
The U.S. economy can, at best, be described as in an "L"-shaped recovery. It is anemic, faced with unyieldingly high unemployment and overburdened with debt, but worst of all, the average consumer that has little to no confidence in the economy or housing for the next couple of years.
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Friday, July 30, 2010
Platinum and Gold Price Trend Relationship Analysis / Commodities / Platinum
Platinum and gold, how much of a relationship do these metals really have? Gold has been the talk of the town lately, a growingly-popular safe haven in these wild economic times. But platinum, one hardly hears of this metal. Guys like me who have wives with high-end jewelry taste certainly know about platinum, and car buffs are familiar with its use in catalytic converters. But with the average investor knowing very little about this metal, is it even on the same playing field as gold?
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Friday, July 30, 2010
The Agricultural Sector is Heating Up, Big Gains in Grains / Commodities / Agricultural Commodities
The agricultural sector is heating up again. Sugar is leading the way, but grains are doing well, too, on expectations of bigger imports in China and bad harvests in some of the world’s grain baskets. You can play this move and make a bet on sugar, soybeans, corn, wheat and more. And you don’t have to trade futures to do it.
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Friday, July 30, 2010
Investors Profit From the Cap-and-Trade Charade / Commodities / Investing 2010
Martin Hutchinson writes: When U.S. Sen. Harry Reid, D-NV, last week disclosed that the so-called "cap-and-trade" energy proposal that passed the U.S. House of Representatives last year would not be taken up by the Senate, climate-bill proponents were deeply dismayed.
Indeed, Financial Times columnist Clive Crook even said that the United States "has let the world down on climate."
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Thursday, July 29, 2010
You’ll Hate Your Gold So Much You’ll Want to Spit On It / Commodities / Gold and Silver 2010
There’s been lots of talk about the “gold bubble,” especially from mainstream talking heads and analysts who prefer paper over real money. In January 2010, financier George Soros was quoted as saying “the ultimate asset bubble is gold,” and this really got the financial news wires going.
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Thursday, July 29, 2010
Gold Promises and Currency Lies / Commodities / Gold and Silver 2010
The signals emanating from the global economic matrix that can be considered realistic, unbiased and leading indicate strongly that we’re edging closer to another brink of some sort. Nobody can see over the edge, but if the last cataract shot by our collective connected market kayak is anything to go by, the Eskimo roll escape afforded by government counterfeiting (oops…I mean ‘stimulus’) is not likely to deliver us to any safe harbor.
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