Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, May 07, 2010
Offshore Gold Miners Not Directly Affected by Australian Resources Tax / Commodities / Gold & Silver Stocks
It has been a hectic week here educating clients about global capital flows and debt cycles. One of the really interesting factors at play Down Under has been the unwinding of the carry trade which accelerated last night. The message it not always understood so I will be preparing a file to explain how this works as further education in the Members area of my site as soon as time allows.
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Thursday, May 06, 2010
Victor Gonçalves Betting on the Raw Materials Investing / Commodities / Metals & Mining
Equities and Economics Report writer Victor Gonçalves says the cobalt story is still yet to come. In this exclusive Energy Report interview, Victor also explains how to tell the real rare earth companies from the wannabes.
The Energy Report: Victor, one of the big headlines since we last spoke is the loan that Europe is giving Greece. Some are calling it an EU bailout. As an economist, how do you see this move?
Thursday, May 06, 2010
Gold Says Goodbye to Gordon Brown At £800 Against U.K. Gold Dumped at Under £200 / Commodities / Gold and Silver 2010
As Britain goes to the polls, gold says "Goodbye" in fine style to the man who dumped half the UK's reserves on the market in May 1999...
HOW SWEET of gold to mark Gordon Brown's last day in power with a new all-time high against the Pound Sterling.
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Thursday, May 06, 2010
Gold and the U.S. Dollar Moving in Tandem / Commodities / Gold and Silver 2010
Interestingly, spot gold prices this morning were up about $11 at $1185, a full $30 above yesterday morning's low, despite continued acute strength in the dollar (weakness in the euro). The panic lift-off in the dollar triggered a mini-panic exodus out of gold from $1193.30 to $1155.90 from Tuesday into late Wednesday.
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Thursday, May 06, 2010
Gold New All time High in Euros and Sterling / Commodities / Gold and Silver 2010
THE PRICE OF WHOLESALE GOLD broke new all-time highs for Euro and UK investors at Thursday's AM Fix in London, hitting new 5-month high against the Dollar as global stock markets extended this week's near-5% losses.
British voters looked set to elect a "hung parliament", with no single party in clear control.
Thursday, May 06, 2010
Investors Run to Gold and Silver ...World Economy Going Nowhere For Many Years / Commodities / Gold and Silver 2010
The worst part of the world’s current financial crisis is still on its way. The enormous debt levels present in our financial system is central to this crisis. This huge debt levels could cause the world’s monetary system to collapse, starting with the weaker currencies and quickly making its way to the major ones. Day by day the premier signal (gold price) of this collapse is getting clearer and should encourage more people to run for cover.Read full article... Read full article...
Thursday, May 06, 2010
Gold and Silver Bullion in Euros, Pounds and Swiss Francs At New Record Highs as Contagion Spreads / Commodities / Gold and Silver 2010
Bullion denominated in euros and Swiss francs surged to new record highs this morning. The euro has again come under severe pressure as contagion risks increase. While all the focus is on Europe right now, similar risks face the UK and US economies and this is leading to significant safe haven demand for gold internationally.
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Wednesday, May 05, 2010
Debt Crisis Bond Market Collapse, Gold Investor Safe Haven / Commodities / Gold and Silver 2010
Talking heads are waxing enthusiastic over signals that the recession is receding, but debris from the derivatives debacle won't go away without a total financial system collapse, according to 321gold.com founder Bob Moriarty in this exclusive Gold Report interview. "Nobody and nothing is going to stop it from happening. It is as absolute as the time and tides," he says. While folks are all hunkered down in their bunkers waiting for the apocalypse, though, he suggests investing any spare cash in resource stocks—a "slam dunk" now that they're cheaper than they've been in nearly a decade.
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Wednesday, May 05, 2010
Gold, the Euro, and the Sins of the Führer / Commodities / Gold and Silver 2010
With or without hyperinflation, today's welfare-state obligations – just like 1919's war reparations – are simply too big to be paid...
The EUROZONE'S PROBLEM? In short, it's history...precisely what the single currency was supposed to neuter, of course.
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Wednesday, May 05, 2010
Crude Oil, The Terror Of The 100-Dollar Barrel / Commodities / Crude Oil
WAR ON TERROR
News reports focus a slightly damaged, propane-charged Nissan four wheel drive abandoned in Times Square, and a well-managed trail of clues leading from the Gulf emirate of Dubai, to Islamabad and the NW Frontier. News from another Gulf, this time the BP rig explosion in the Gulf of Mexico, suffers the same heavy-handed news management and hype.
Wednesday, May 05, 2010
Gold Will Emerge as the Only Safe Haven / Commodities / Gold and Silver 2010
In the wake of continuing global financial turmoil, we hear quite a bit about “safe havens.” Ask someone today and they’d tell you that the US Treasuries are a safe haven and probably Gold also. On a day-to-day basis, certainly the US Dollar and US Treasuries are safe havens. The financial media loves to point that out while noting big single day losses in Gold. In today’s world, it seems that few people are aware of Gold’s status as a safe haven for 5,000 years or even only for the last ten years.
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Wednesday, May 05, 2010
Uranium, Junior Resource Stocks Investor Success Follows Management Success / Commodities / Uranium
One of the soundest strategies for investing in junior resource stocks is investing in management with a proven track record in creating value for their shareholders.
Investors follow these successful mine builders from company to company, year after year, as they build and sell off their success stories to larger companies.
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Wednesday, May 05, 2010
Gold-in-Dollars Hits 1-Week Low as Euro Sinks on Athens Riot / Commodities / Gold and Silver 2010
THE PRICE OF GOLD in US Dollars fell hard as the New York opening drew near on Wednesday, falling to a 1-week low as European shares, non-US currencies and global commodities extended yesterday's plunge.
Three people were reported killed in an Athens bank fire, set ablaze amid a Greek general strike.
Wednesday, May 05, 2010
Gold Robust, Remains Near Record Highs in Most Currencies / Commodities / Gold and Silver 2010
Gold has recovered from slight falls in Asia and is slightly higher in most currencies this morning - trading at USD 1,172 GBP 773 and EUR 903 per ounce this morning (see Cross Currency Table below). Gold is being supported by the significant risk to the stability of the European monetary union and the wider financial system and this is seeing investors internationally, and especially in Europe, diversify into gold.Read full article... Read full article...
Wednesday, May 05, 2010
How to Profit From High Oil Prices / Commodities / Crude Oil
William Patalon III writes: The game is called "Let's Make a Deal," the grand prize is an uninterruptible supply of oil, and China is moving aggressively to make sure that it's the winner.
The United States, the U.S. dollar, and U.S. consumers all stand to be the "biggest loser."
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Wednesday, May 05, 2010
Gold Euro Correlation Breaks Down / Commodities / Gold and Silver 2010
Today we saw the broader markets take a battering with the European Stock Exchanges taking hits and the DOW dropping 225 points, silver lost $0.94 and gold prices were down $10.00 having flirted with $1190/oz earlier in the session.Read full article... Read full article...
Wednesday, May 05, 2010
Syria Appeals For More Foreign Oil Money Yet Bureaucracy Remains A Questionable Obstacle / Commodities / Crude Oil
As Syria aggressively courts foreign investors to rescue its dwindling oil and gas sector, government corruption and problems settling disputes remain sticking points for some interested international players. But experts are divided over how contentious these obstacles truly are.Read full article... Read full article...
Wednesday, May 05, 2010
BP Gulf Crude Oil Spill Threatens Halt to White House Offshore Drilling Plans / Commodities / Crude Oil
The oil spill in the Gulf of Mexico from a collapsed offshore drilling rig could affect White House plans to extend offshore drilling, press secretary Robert Gibbs acknowledged as the oil slick threatened onshore sites from the Louisiana wetlands to the Sarasota beaches and disrupted fishing and energy industries.Read full article... Read full article...
Wednesday, May 05, 2010
Three Mile Island for U.S. Oil Supply / Commodities / Crude Oil
David Galland, Managing Director, Casey Energy Report writes: Willie Shakespeare may have summed it up best when, borrowing the voice of King Richard III, he penned “A horse! A horse! My kingdom for a horse!”
History is replete with examples of how, but for the proverbial horse, kingdoms have been lost.
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Tuesday, May 04, 2010
Gold Boosted by Keynesian Economies Heading for Bankruptcy / Commodities / Gold and Silver 2010
Greece may not be enough. Further economic bodies may be needed for the funeral pyre of Keynesian economics. While one after another nation demonstrates the critical flaws inherent to this dogma, governments seem to simply ignore the ramifications. Keynesian economics has only one terminal phase, and that is not prosperity but bankruptcy.
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