Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, September 12, 2009

The Global Food Crisis Revisted / Commodities / Food Crisis

By: Joseph_Dancy

Sixteen months ago Costco and Sam’s Club stores in the U.S. limited how much rice customers could buy at one time, while ‘food riots’ erupted in a number of countries as food prices spiraled upward. Concerns about food supply and distribution spread worldwide.

Saturday, September 12, 2009

The Real Threat of Government Gold Confiscation / Commodities / Gold & Silver 2009

By: Julian_DW_Phillips

As the fifth part of this series we now look at this question: "How will Gold Confiscation affect the citizens of other countries, in the event their Central Bank takes their gold?"

Saturday, September 12, 2009

Gold and Silver Price Forecast of $1,150 and $30 / Commodities / Gold & Silver 2009

By: Madison_Avenue_R

Long Term: Madison Avenue Research Group's outlook for gold and silver is bullish. Our sentiments echo Peter Barnes, CEO of Silver Wheaton whom in a BNN interview on September 8, 2009 said "Over the next two or three years silver is going through USD$30/oz”. Barnes believes weakness in the US dollars will drive precious metal prices and excessive monetization will have a significant inflationary effect at some stage saying "it is only a matter of when".

Friday, September 11, 2009

Gold, Canary in the Coal Mine / Commodities / Gold & Silver 2009

By: Peter_Schiff

Like a battering ram in a medieval siege, gold keeps hammering away at the gate. For the third time in less than twelve months, the yellow metal is once again crashing into the $1,000 per ounce level. As of press time, it looks like gold will close above that level today and will set a new record in the process. Even if the breach is fleeting, who can doubt that it will mount another assault soon? In the meantime, there is no shortage of market analysts who are not buying gold while questioning the motives of those who are. Although they offer a variety of strained reasons, they nearly all agree that it has nothing to do with inflation, which is nearly universally considered dead and buried. As a self-confessed gold bug, I can assure all that inflation is the only reason I buy gold. And recently, I'm buying a lot.

Friday, September 11, 2009

Gold Stocks Still Cheap / Commodities / Gold & Silver Stocks

By: Zeal_LLC

Last week when gold started flirting with $1000, the gold stocks caught a serious bid.  On an impressive 3.8% 2-day gold rally, the flagship HUI unhedged gold-stock index rocketed 15.7% higher!  And the volume in this index’s elite gold stocks was staggering those 2 days, 2.8x the 3-month average.

Friday, September 11, 2009

U.S. Dollar Wanes, Gold Shines / Commodities / Gold & Silver 2009

By: Mike_Paulenoff

The dollar continues to press to marginally lower lows this morning and could be heading for a test of its year-ago low at 75.89. Meanwhile, gold prices have climbed above Tuesday’s high at $1,008.30, which should trigger continuation towards a test of the all-time high at $1,033 thereafter on the way to $1100. Our SPDR Gold Shares (NYSE: GLD) model portfolio position has benefited from the action.

Friday, September 11, 2009

Assets In Rydex Gold Fund / Commodities / Gold & Silver 2009

By: Guy_Lerner

Figure 1 is a weekly chart of gold. In the lower panel is the amount of assets in the Rydex Precious Metal Fund.

Friday, September 11, 2009

Crude Oil Manipulation Reality, Close Look at the Almost Perfect Crime / Commodities / Market Manipulation

By: Rob_Kirby

Some time ago, GATA Secretary / Treasurer Chris Powell gave a speech titled, There are no markets anymore, just interventions.  These sage words have stuck in my head.  While Mr. Powell was specifically referencing manipulations in the precious metals markets, I am revisiting the concept as it relates to the crude oil market. 

Friday, September 11, 2009

Gold Pushes Over $1,000 as Weekend Nears / Commodities / Gold & Silver 2009

By: Adrian_Ash

THE SPOT PRICE of gold rose back above $1,000 an ounce as the start of US dealing approached on Friday, as European equities added to this week's gains and crude oil held above $71 per barrel.

The Dollar bounced from new 2009 lows on the currency market, helping gold priced in Euros climb back above €685.

Friday, September 11, 2009

Has Barrick Mining Been Barricked by the U.S.? / Commodities / Gold & Silver 2009

By: Professor_Emeritus

According to an announcement dated September 8, 2009, Barrick is going to throw into the dustbin its long-standing hedge policy, and pay for buying back its hedge-book by diluting the value of its common stocks through issuing more than 81 million new shares, or about 10 percent of the outstanding. The so-called hedges of Barrick have been thoroughly discredited and will soon be history. So-called, because the long-term forward sales contracts in question that the parvenu gold miner has invented and flaunted are not proper hedges and never have been. They are a fraud. They are naked short positions pretending to be balanced by gold ore reserves in the moon (or on this earth which, for hedging purposes, is practically the same thing). Part of the newsworthy story, of course, is the fact that the hedge book of Barrick has been increasingly under water for some nine years now, threatening the unfriendly giant with drowning.

Friday, September 11, 2009

Gold Sees Further Profit Taking / Commodities / Gold & Silver 2009

By: GoldCore

Gold saw further profit taking yesterday and fell to support at $982/oz. Thereafter it staged an impressive rally and briefly broke back through $1000/oz. Currently, it has fallen just below this level but is constantly testing that mark and appears to be consolidating at the $1,000/oz mark. With the dollar under significant pressure, a test of new highs should be imminent.

Friday, September 11, 2009

Gold Short-term Price Targets / Commodities / Gold & Silver 2009

By: Seven_Days_Ahead

A recent, initial bull break in Gold price has been much trumpeted (the 2008 peak has yet to be breached, note). Keeping excitement tempered we currently focus on a shorter term bull target, whilst also keeping in mind what is required for the bull picture to go awry.

Friday, September 11, 2009

Precious Metals, What Do I Do Now? / Commodities / Gold & Silver 2009

By: David_Morgan

It seems more and more people are waking up to the fact that gold and silver are not only moving up but are also much safer investments currently than any other alternative. At the present time, I treat the commodity differently than I treat the underlining mining equities. As far as buying bullion or coins, basically I think investors should buy them at any time. Certainly you’re better off buying silver at $15.00 than you are if you’re buying it at $20.00, but the metals themselves, from a long-term perspective, will preserve your wealth and possibly multiply it. Many agree that the real metal is your core position. That is the investment that really counts the most. 

Friday, September 11, 2009

Gold, How 2 Trades Could Have Turned $1,000 into $1.7 Million / Commodities / Gold & Silver 2009

By: Investmentscore.com

This is a short video designed to illustrate how '2 Trades' vs. a 'Buy and Hold' strategy could have produced about 88 times better investment results over a 38 year period.  This three minute video moves quickly, so watch closely.

Friday, September 11, 2009

What's Driving Lithium? Merrill McHenry on the "Technology" Metal / Commodities / Metals & Mining

By: The_Gold_Report

Demand for lithium is on the rise, as hybrid car batteries and portable electronic devices often require rechargeable lithium batteries. Analyst Merrill McHenry, MBA, CFA, in this email interview, gives The Energy Report readers the lowdown on automakers racing to see how many cars they can get into the market, and the importance of project economics in looking at investment opportunities. Some excerpts:

Friday, September 11, 2009

Energy Sector Investing, Get—and Stay—Ahead of the Herd / Commodities / Energy Resources

By: The_Gold_Report

Back for another enlightening interview with The Energy Report, Marin Katusa, Chief Investment Strategist for Casey Research's Energy Division, shares some timely investing strategies for the ever-changing energy markets. Ultra-bullish on uranium, Marin foresees a great shakeout in the sector. "The key is being with just the right select players," he says. The seasoned strategist also covers oil, natural gas, coalbed methane (CBM) and geothermal, emphatically encouraging investors to get—and stay—ahead of the herd.

Thursday, September 10, 2009

Money Talks, Gold Shouts / Commodities / Gold & Silver 2009

By: John_Browne

In the second quarter of 2008, when it became clear that bankrupted financial institutions would be bailed out by the federal government, gold did a funny thing. In the wake of a financial crisis of that magnitude, one normally would have expected asset prices, including gold, to plummet. Most observers expected the metal to dip from the $800 level down to $600, or below. Instead, gold held up well during the teeth of the crisis, and has recently increased to just over $1,000.

Thursday, September 10, 2009

Reasons for Major Gold Breakout / Commodities / Gold & Silver 2009

By: Jim_Willie_CB

Before the Hat Trick Letter was launched, a little splash was made when a Jackass Nobody wrote “25 Reasons Why Gold Will Rise” in November 2002. It was so many years ago that the piece no longer appears in archives. The motive for the article was simple. Just too much pure nonsense and genuine rubbish had appeared in the financial press about why gold was rising. ‘THEY’ claimed the gold price was rising from MidEast tensions, from new global tensions due to a False Flag attack on New York City in broad daylight, and from other factors clearly irrelevant to gold. It was not disinformation so much as stark ignorance and stupidity, perhaps even compromised marketing from the fiat bowels on Wall Street. The crack analysts in financial circles overlooked the negative real interest rates offered by central banks, as the miniscule official rates were overwhelmed by price inflation, thus rendering gold a free pass profitable investment. Stupid inane mindless drivel continues to pour out today as to why gold has reached the $1000 level.

Thursday, September 10, 2009

Gold Follows Stocks Lower / Commodities / Gold & Silver 2009

By: Adrian_Ash

THE PRICE OF GOLD fell to a one-week low against the US Dollar on Thursday morning in London, trading at $984 an ounce as European stock markets also fell for the first time in six days.

"After six up days it looks like we finally ran into sellers," says one bullion bank, Scotia Mocatta, in a technical note to clients.

Thursday, September 10, 2009

Gold Succumbs to Profit Taking / Commodities / Gold & Silver 2009

By: GoldCore

Gold may have succumbed to profit taking and has slipped to $992.50/oz. It constantly rebounded to challenge $1000/oz yesterday and if this happens again, gold is likely to regain its momentum and challenge the March 2008 record highs of just over $1,030/oz. If the profit taking continues, fresh investors will possibly wait in the wings to gauge the best entry point.