Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, January 20, 2010

Aussie Gold Stocks Sector Shines Bright / Commodities / Gold & Silver Stocks

By: Neil_Charnock

History Always Repeats - Although gold had been rumoured to have been found in Australia as early as 1814, the first gold fields did not appear until thirty years later. Gold discoveries were not considered blessings in the pre 1850’s Australian convict society as the authorities believed gold fever could potentially cause anarchy in the small fledgling British colonies.

Tuesday, January 19, 2010

Focus on Fundamental Drivers for Gold and Copper / Commodities / Metals & Mining

By: The_Gold_Report

Pinetree Capital Resource Analyst Craig Stanley sheds some light for The Gold Report on how real interest rates are driving gold's rise. Although the 10-year real rate is positive now, he says if it goes negative, and stays negative, "Look out. The gold price could really spike." In this exclusive Gold Report interview, he discusses some of the junior exploration and development companies in Pinetree's portfolio.

Tuesday, January 19, 2010

Precious Metals Stocks Provide Important Details Regarding The Next Gold Bottom / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

In the previous essay dedicated to gold and silver we have summarized that the very-long-term price projections are still in place and paint a bullish picture for long-term investors holding gold, silver, and corresponding equities. On the other hand, the short-term outlook remains bearish for the precious metals market.

Tuesday, January 19, 2010

Marc Faber, Peter Schiff and Ron Paul Say Prepare for Hyperinflation / Commodities / HyperInflation

By: Submissions

"Marc I heard you say that you know believe that it is 100% guaranteed that we are now going to have hyperinflation like Zimbabwe"

Faber - "Yes That is Correct"

Tuesday, January 19, 2010

Gold Set to Break Higher as UK Inflation Jumps / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD slipped against the US and UK currencies on Tuesday but rose to a one-week high for Euro investors as the single currency fell on a series of poor data.

Construction output in the 16-nation Eurozone shrank 8% in Nov. from the same month in 2008, new figures showed. Economic sentiment in Germany also fell on the ZEW survey.

Tuesday, January 19, 2010

A Decade of Hot Commodities / Commodities / Commodities Trading

By: Frank_Holmes

We’ve updated our popular Periodic Table of Commodity Returns, and the headline news should come as no surprise – 2009 was a complete turnaround for the sector’s 2008 performance.

Commodities (as measured by the Reuters-Jefferies CRB Index) rose 24 percent in 2009, the largest single-year increase since the early 1970s.

Tuesday, January 19, 2010

Gold to Hit $1,600 in 2010 as Financial and Economic System Collapse / Commodities / Gold and Silver 2010

By: LewRockwell

Gold price volatility has picked up in the past few weeks as diverging views about the next move in the price of gold have intensified. The gold price declined $152 off its early December high of $1,226.50 before rallying to move comfortably back above $1,100 per ounce. While gold has seen violent daily and monthly oscillations, the longer-term trend has been decidedly positive over the past decade – with investors driving up the gold price 281% over the past ten years.

Monday, January 18, 2010

Global Asset Trends for 2010, Commodity Market Forecasts / Commodities / Investing 2010

By: Jennifer_Barry

Every year, I write a review issue in January with my summary of past trends, and my predictions for the new year. I was pleased to see that most of my calls were correct. Last year, I predicted the rebound in the commodity sector, especially the surge in precious metals and oil. Grain supplies were tight as I anticipated, especially in soybeans, and stock markets were extremely volatile. In the US, bailouts and foreclosures continued, while the vaunted stimulus plan failed to create jobs or have much impact on the real economy.

Monday, January 18, 2010

Why Warrants of Gold/Silver Companies Outperformed Gold/Silver So Dramatically in 2009 / Commodities / Gold & Silver Stocks

By: Lorimer_Wilson

We are in the eye of the storm and when the other side of the vortex engulfs us gold and silver will increase considerably, their associated stocks will go up substantially and their warrants, where available, will escalate dramatically. They did so in 2009 (see below) and will most likely do so again in 2010. Does your portfolio properly reflect the opportunities that will continue to present themselves in 2010 and beyond?

Monday, January 18, 2010

Gold the Only Defence Against Bad Keynesian Economic Policies / Commodities / Gold and Silver 2010

By: Ned_W_Schmidt

In the 1930s, as the world was deep in economic depression, Keynes put forth some ideas on remedying the situation. Before any determination of the effectiveness of those proposals, the Third Reich invaded Poland. With that 1939 event, the second world war was born. While world war did not improve the economic conditions of the world, it did put a lot of people to work.

Monday, January 18, 2010

China's Commitment to Green Energy and Nuclear Shows U.S. Oil's Future / Commodities / Renewable Energy

By: Mario_Cavolo

To their peril, there are two critical points still not comprehended by the majority of foreigners, including investment analysts and other supposed gurus chiming in their opinion on China.

Monday, January 18, 2010

Gold ETFs Shrink as New Platinum, Palladium Funds Draw Aggressive Buying / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE GOLD PRICE ticked higher for US and Euro investors early Monday but held inside a tight range while Asian stock markets closed the day 1% lower and European shares rose.

Little economic news was due for release as US markets stayed closed for Martin Luther King Day.

Monday, January 18, 2010

The Three Major Questions That Will Determine the Gold Price in 2010 / Commodities / Gold and Silver 2010

By: Miles_Banner

2009 saw the FTSE Industrial Metals and Mining sector return more than 350% for the year. The dollar index fell by 4.2% and gold raced to a new record of US $1,226, eventually dropping to a 24% gain over the year.

Monday, January 18, 2010

Gold and the Science Of Market Speculation / Commodities / Gold and Silver 2010

By: Howard_Katz

The gold market appears to be just a little past a crucial turning point.  At the time of the Dec. 3, 2009 top, my expectation was for a short term decline to $1,000.  It appears that this was too pessimistic, and the evidence now says that gold had a short term bottom at $1,075 on Dec. 22, 2009.

Sunday, January 17, 2010

How to Trade Gold and other Commodity ETF’s / Commodities / Commodities Trading

By: Chris_Vermeulen

Whether you are trading stocks, ETFs or futures, technical analysis is the preferred choice for short term traders. Technical analysis in short is the study of price and volume movements on charts. It can be used for studying charts in any time frame whether you are a 1 minute chartist or a long term investor using monthly charts.

Sunday, January 17, 2010

Natural Gas, My Favorite Commodity to Buy Right Now / Commodities / Natural Gas

By: DailyWealth

In yesterday's DailyWealth, I outlined how rising interest rates will depress the stock market's P/E multiple... which will create a giant headwind for stock market investors.

You can protect yourself from this headwind by avoiding high-priced growth stocks. A popular growth stock trading for a P/E of 40 can get cut in half in a matter of months in this kind of environment. For instance, Amazon currently trades for 75 times earnings. Surgical device maker Intuitive Surgical trades for 58 times earnings. Danger ahead.

Sunday, January 17, 2010

Crude Oil Prices Fall as Winter Premium Melts Away / Commodities / Crude Oil

By: OilPrice_Com

Crude oil futures fell for five straight sessions as warmer weather in the U.S. dispelled forecasts of unusually low temperatures and allowed concerns about demand to come to the fore. The price for Nymex’s West Texas crude fell about 6% during the week, starting at nearly $83 and finishing at $78.

Saturday, January 16, 2010

Gold Price Waiting for Trigger for a Futher Decline / Commodities / Gold and Silver 2010

By: Merv_Burak

Unexpected events often have a shock effect on the markets.  The shock may last for some time or go away quickly.  As far as the precious metals market is concerned, the recent earthquake should have only a minor effect. 

Friday, January 15, 2010

Cheap Crude Oil is Gone, and That's Good News / Commodities / Crude Oil

By: Casey_Research

Marin Katusa writes: Over the next year or two, you will likely find yourself paying a LOT more at the gas pump. Big changes are taking place in the oil industry. With increased global demand and declining supply, easy oil is not so easy anymore.

Everything is about to get more expensive. From gasoline to anti-freeze, life jackets to golf balls, and eye glasses to fertilizer. There are very few things in the modern world that aren't made from oil, made by machines dependant on oil, or shipped by vehicles powered by oil.

Friday, January 15, 2010

Gold and Silver Taking a Breather or Beginning a New Downtrend? / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

President Obama’s administration has not been aggressive enough in fixing the root causes that led to the near economic collapse. In a recent speech, Federal Reserve Chairman Ben Bernanke said that it was regulatory failure, not low interest rates that were responsible for the housing bubble and subsequent financial crisis.

Bernanke denied any Fed culpability for inflating the housing bubble and blamed the "under-regulated" financial sector, which had designed and sold unconventional and exotic mortgage products which later turned out to be toxic.