
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Monday, April 19, 2010
Resources Stocks Sector Investing, Follow the News Early / Commodities / Metals & Mining
By: The_Gold_Report
 "News flow is really, really important. If  you're going to play these kinds of stocks, especially if this is a sector  you're not that comfortable with, you want to get in at the start or before the  start of a drill program and not at the end," says Eric Coffin, co-editor  along with his brother David of the HRA (Hard Rock Analyst) publications. In  this exclusive interview for The  Gold Report, Eric explains the importance of sniffing out upcoming news and  timing in selecting potential resource investment opportunities.
"News flow is really, really important. If  you're going to play these kinds of stocks, especially if this is a sector  you're not that comfortable with, you want to get in at the start or before the  start of a drill program and not at the end," says Eric Coffin, co-editor  along with his brother David of the HRA (Hard Rock Analyst) publications. In  this exclusive interview for The  Gold Report, Eric explains the importance of sniffing out upcoming news and  timing in selecting potential resource investment opportunities.
Monday, April 19, 2010
Bank Credit and Monetary Inflation Impact on Gold / Commodities / Gold and Silver 2010
By: Ned_W_Schmidt
 One needs only read the story of  Goldman Sachs’ creation of CDOs of dubious value to sell to one client while  allowing another to short them to understand why Gold has existed as an  investment down through the ages. We can not think of one story of kings in  times long past that accepted CDOs as payment for taxes. We now know why they  usually demanded Gold, or other needed commodities.
One needs only read the story of  Goldman Sachs’ creation of CDOs of dubious value to sell to one client while  allowing another to short them to understand why Gold has existed as an  investment down through the ages. We can not think of one story of kings in  times long past that accepted CDOs as payment for taxes. We now know why they  usually demanded Gold, or other needed commodities. 
Monday, April 19, 2010
Gold and Silver, Precious Metals Slow Motion Lottery Ticket / Commodities / Gold and Silver 2010
By: Captain_Hook
 Is  there a precious metals mania on deck directly ahead or will another deflation  scare, which could curb demand for gold and silver, bail out the bureaucracy  yet again. Indeed the bureaucracy seems to have nine lives in this regard, with  gold and silver still trading at half their respective inflation adjusted  values running all the way back to 1980. Of course there is a different way of  viewing this, where the bureaucracy’s level of desperation to maintain the  party atmosphere an unbridled fiat currency monetary system will sponsor can be  measured by the London OTC Metals Exchange (LBMA) running paper promises to  physical ratios at 100:1, which to a conservative mind is the definition of  insanity. Because you see this means the entire economy is a ‘house  of cards’, which is in fact the reality of the situation, a suicide mission  courtesy of an emboldened bureaucracy riding high on gold’s back all these  years.
Is  there a precious metals mania on deck directly ahead or will another deflation  scare, which could curb demand for gold and silver, bail out the bureaucracy  yet again. Indeed the bureaucracy seems to have nine lives in this regard, with  gold and silver still trading at half their respective inflation adjusted  values running all the way back to 1980. Of course there is a different way of  viewing this, where the bureaucracy’s level of desperation to maintain the  party atmosphere an unbridled fiat currency monetary system will sponsor can be  measured by the London OTC Metals Exchange (LBMA) running paper promises to  physical ratios at 100:1, which to a conservative mind is the definition of  insanity. Because you see this means the entire economy is a ‘house  of cards’, which is in fact the reality of the situation, a suicide mission  courtesy of an emboldened bureaucracy riding high on gold’s back all these  years.
Monday, April 19, 2010
Gold's Goldman Drop Blamed on Strong Correlations, Chinese Whispers & ETF Exposure / Commodities / Gold and Silver 2010
By: Adrian_Ash
 THE  PRICE OF GOLD bounced from a new two-week low for  US investors early in London on Monday, rising 0.7% from beneath $1125 an ounce  as silver, energy prices and world stock markets also extended Friday's sharp losses.
THE  PRICE OF GOLD bounced from a new two-week low for  US investors early in London on Monday, rising 0.7% from beneath $1125 an ounce  as silver, energy prices and world stock markets also extended Friday's sharp losses.
  
Crude oil fell towards $81 per barrel, while the Euro tracked gold vs. the  Dollar, and the Dollar itself hit a 4-week low vs. the Japanese Yen.
Monday, April 19, 2010
Gold and the Strong Hand Theory / Commodities / Gold and Silver 2010
By: Toby_Connor
 Let’s say you just bought a business, a small restaurant. You open for business on Monday and after a week you have grossed $6000. You’re feeling pretty good about how things are going. The business is up and running. Dollar signs are floating in your brain.
Let’s say you just bought a business, a small restaurant. You open for business on Monday and after a week you have grossed $6000. You’re feeling pretty good about how things are going. The business is up and running. Dollar signs are floating in your brain.
Then a week later you get bills for your first food order, payroll & rent. Maybe you also have the misfortune to get hit with the gas and electric bills on top of that. By the time you finish writing checks your +$6000 has turned into -$3000.
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Monday, April 19, 2010
Scardy Cat Gold Bugs / Commodities / Gold and Silver 2010
By: Howard_Katz
  Alas,  poor gold bug; I knew him Horatio.  He  had the brains to be perfectly positioned in the great gold bull market of  1999-2020.  Yet he did not make any money  from his wisdom.  Take, for example, the  sell-off of April 16, 2010.  Gold was  just about to make another powerful move to the upside.  But the sell-off scared him away, and he  missed the move.  What was it that he did  wrong?
Alas,  poor gold bug; I knew him Horatio.  He  had the brains to be perfectly positioned in the great gold bull market of  1999-2020.  Yet he did not make any money  from his wisdom.  Take, for example, the  sell-off of April 16, 2010.  Gold was  just about to make another powerful move to the upside.  But the sell-off scared him away, and he  missed the move.  What was it that he did  wrong?
Sunday, April 18, 2010
Kitco Gold Bullion Index Comes With a Twist / Commodities / Gold and Silver 2010
By: Lorimer_Wilson
 Up until now we have always questioned to  what extent the price of gold was due to the U.S. dollar’s weakness or to  gold’s secular strength but with the introduction of the Kitco Gold Index now  we know - precisely - because it measures the price of gold, not in terms of  U.S. dollars (USDs), but rather in terms of the same weighted basket of  currencies that determine the US Dollar Index. How ingenious!
Up until now we have always questioned to  what extent the price of gold was due to the U.S. dollar’s weakness or to  gold’s secular strength but with the introduction of the Kitco Gold Index now  we know - precisely - because it measures the price of gold, not in terms of  U.S. dollars (USDs), but rather in terms of the same weighted basket of  currencies that determine the US Dollar Index. How ingenious!
  
Sunday, April 18, 2010
Gasoline Makes Crude Oil a Buy on Any Pullback / Commodities / Crude Oil
By: Dian_L_Chu
 Crude futures ended at their lowest point this month Friday, as investors fled riskier assets after regulators charged Goldman Sachs with fraud. West Texas Intermediate (WTI) crude for May delivery settled down at $83.24 a barrel on the New York Mercantile Exchange (NYMEX), the lowest settlement since March 30.
Crude futures ended at their lowest point this month Friday, as investors fled riskier assets after regulators charged Goldman Sachs with fraud. West Texas Intermediate (WTI) crude for May delivery settled down at $83.24 a barrel on the New York Mercantile Exchange (NYMEX), the lowest settlement since March 30. 
Sunday, April 18, 2010
Silver Uptrend Hit by Goldman BombShell / Commodities / Gold and Silver 2010
By: Clive_Maund
 Silver did make a little further progress following the last update, but the   going was heavy as it battled resistance approaching its December and January   highs, and the gains were incremental. With the Goldman Sachs bombshell on   Friday, buyers vanished and the price plunged to initiate a probable reactive   phase.
Silver did make a little further progress following the last update, but the   going was heavy as it battled resistance approaching its December and January   highs, and the gains were incremental. With the Goldman Sachs bombshell on   Friday, buyers vanished and the price plunged to initiate a probable reactive   phase. 
Sunday, April 18, 2010
Gold Breakout Stalls / Commodities / Gold and Silver 2010
By: Clive_Maund
 For a while gold looked like it was breaking out, but several of the important   conditions for a successful upside breakout that were explained in the last   update 2 weeks ago were not met and on Friday gold turned sharply lower.   Although Friday's drop is thought to mark the start of a reactive phase, it is   considered likely that it will prove short-lived as the overall picture for gold   remains positive.
For a while gold looked like it was breaking out, but several of the important   conditions for a successful upside breakout that were explained in the last   update 2 weeks ago were not met and on Friday gold turned sharply lower.   Although Friday's drop is thought to mark the start of a reactive phase, it is   considered likely that it will prove short-lived as the overall picture for gold   remains positive. 
Sunday, April 18, 2010
Gold, Silver and Crude Oil ETF Trend Trading Forecasts / Commodities / Gold and Silver 2010
By: Chris_Vermeulen
 Last week was exciting with broad market  and gold forming an intraday reversal pattern after a long overbought rally,  then broke down though short term key support levels. While this move lower was  tough on the pocket book for those who chased the market up the past few days  and/or were not moving their protective stops up, this move is good for the  health of the market.
Last week was exciting with broad market  and gold forming an intraday reversal pattern after a long overbought rally,  then broke down though short term key support levels. While this move lower was  tough on the pocket book for those who chased the market up the past few days  and/or were not moving their protective stops up, this move is good for the  health of the market.
Sunday, April 18, 2010
Gold Technical Pullback, China Demand, Euro PIIGS and Goldman Sachs Paulson Massive Positions / Commodities / Gold and Silver 2010
By: Dian_L_Chu
 Gold fell the most in two months as the SEC’s action against Goldman Sachs (GS) spurred investors rushing out of riskier commodities and into perceived safer assets such as the U.S. dollar. Futures for June delivery slid 2% in one day to $1,136.90 an ounce.
Gold fell the most in two months as the SEC’s action against Goldman Sachs (GS) spurred investors rushing out of riskier commodities and into perceived safer assets such as the U.S. dollar. Futures for June delivery slid 2% in one day to $1,136.90 an ounce.
Saturday, April 17, 2010
Floating Alternative to Nabucco Natural Gas Pipeline Moving Toward Implementation / Commodities / Natural Gas
By: OilPrice_Com
 Romania, Azerbaijan, and Georgia on April 13, 2010, took a major step toward the implementation of a substitute energy distribution network to substitute for the US-backed Nabucco strategic gas pipeline complex.
Romania, Azerbaijan, and Georgia on April 13, 2010, took a major step toward the implementation of a substitute energy distribution network to substitute for the US-backed Nabucco strategic gas pipeline complex.  
Saturday, April 17, 2010
SEC Charge Against Goldman has Volcanic Impact on Energy Markets / Commodities / Crude Oil
By: OilPrice_Com
Oil Market SummaryOil prices plunged on Friday after the U.S. Securities and Exchange Commission charged Goldman Sachs with fraud in its marketing of certain subprime mortgage securities, amid a general sell-off in financial and commodity markets.
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Saturday, April 17, 2010
Looking for High Leverage to Gold Price / Commodities / Gold & Silver Stocks
By: The_Gold_Report
 In this exclusive interview with The Gold Report, Wellington West Analyst  Paolo Lostritto explains why he thinks Burkina Faso is a part of the world gold  investors should keep their eyes on. He compares Burkina Faso to the Yukon in  terms of the potential for large finds. Closer to home, Paolo says South  Carolina is an area where gold production could begin in the next couple of  years.
In this exclusive interview with The Gold Report, Wellington West Analyst  Paolo Lostritto explains why he thinks Burkina Faso is a part of the world gold  investors should keep their eyes on. He compares Burkina Faso to the Yukon in  terms of the potential for large finds. Closer to home, Paolo says South  Carolina is an area where gold production could begin in the next couple of  years.
Saturday, April 17, 2010
Uranium, Part of the Energy Crisis Solution / Commodities / Uranium
By: The_Energy_Report
 President Obama has called for the development of more nuclear  reactors in the coming decades. Discovery Investing pioneer Dr. Michael Berry  says for that plan to work, uranium has to be part of the solution. In this  exclusive interview with The Energy Report, Michael  talks about the need for more uranium mining in the United States. He also  explains why right now an investment in energy metals is a safer bet than  investing in industrial metals.
President Obama has called for the development of more nuclear  reactors in the coming decades. Discovery Investing pioneer Dr. Michael Berry  says for that plan to work, uranium has to be part of the solution. In this  exclusive interview with The Energy Report, Michael  talks about the need for more uranium mining in the United States. He also  explains why right now an investment in energy metals is a safer bet than  investing in industrial metals.
Saturday, April 17, 2010
World Monetary System Collapse And Gold’s Parabolic Rise / Commodities / Gold and Silver 2010
By: Hubert_Moolman
 We  could be very close to the end of a financial era that started about 1971. The  monetary system as we know it today, which is backed by a changing (non stable  dollar), appears to be in its final stages and just waiting for a fierce run to  gold, silver and certain other non monetary  assets, to provide the death blow.
We  could be very close to the end of a financial era that started about 1971. The  monetary system as we know it today, which is backed by a changing (non stable  dollar), appears to be in its final stages and just waiting for a fierce run to  gold, silver and certain other non monetary  assets, to provide the death blow. 
Saturday, April 17, 2010
Resource Stocks Rally, Will U.S. Treasuries Spoil the Party? / Commodities / Gold & Silver Stocks
By: HRA_Advisory
 We have to give  the March tug of war to the bulls based on market levels and economic  news.  Those of a more ursine persuasion  can still rightly point out that the rally really is getting very long in the  tooth.
We have to give  the March tug of war to the bulls based on market levels and economic  news.  Those of a more ursine persuasion  can still rightly point out that the rally really is getting very long in the  tooth.  
Saturday, April 17, 2010
Gold Investment Demand Poised to Jump? / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
We were right in believing that the € and gold will and are de-coupling. But far more than that is happening in the gold markets of the world. But the process is an ebb and flow process, with this week seeing gold move with the € and last week moving independently of both. What is becoming clearer and clearer to investors is the gold price should not move with the € or with any other currency, as there are few common denominators between gold and currencies. The erosion of confidence in currencies is far more pertinent to the gold price. Along that line of thought a look over the last year and more is relevant to the future of gold.
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Friday, April 16, 2010
Silver Strong Rally Resulting in Silver/Gold Ratio Reversion / Commodities / Gold and Silver 2010
By: Zeal_LLC
 Silver’s recent rallying action is starting  to catch traders’ attention.  Since the  end of its latest correction in early February, this white metal has surged 23%  higher.  It has well outperformed gold,  which only climbed 9% over this same 9-week span.  And based on silver’s strong historical  relationship with gold, odds are today’s silver rally is only beginning.  Silver’s gains should accelerate in the  months ahead.
Silver’s recent rallying action is starting  to catch traders’ attention.  Since the  end of its latest correction in early February, this white metal has surged 23%  higher.  It has well outperformed gold,  which only climbed 9% over this same 9-week span.  And based on silver’s strong historical  relationship with gold, odds are today’s silver rally is only beginning.  Silver’s gains should accelerate in the  months ahead.

