Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, October 14, 2008
Gold Consolidates at New Highs in Euro and Sterling / Commodities / Gold & Silver
Gold continues to consolidate after its 3% rise last week. Given the scale of money creation and digital money printing gold taking place in the US and internationally, gold looks set to surge in the coming weeks as physical demand is unprecedented and supply remains lackluster at best.Read full article... Read full article...
Tuesday, October 14, 2008
Gold Slides as Global Stock Markets Soar / Commodities / Gold & Silver
SPOT GOLD PRICES slid from an overnight rally as the US opening drew near on Tuesday, trading 3% lower against most major currencies from this time last week while world stock markets continued to leap thanks to the promise of almost $2 trillion in tax-payers' money.The Japanese Nikkei index leapt a record 14% on the day, recovering just over half of last week's huge losses.
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Tuesday, October 14, 2008
End of Private Banking System Era and the Gold Primary Bull Market / Commodities / Gold & Silver
Some months ago this analyst began voicing his view that what we are witnessing is the end of an old era and the commencement of a new one. Events of the past two weeks have certainly had no precedent. Comparing the market's behavior today with that of 1929-1933 ignores the fact that in those days there was not the quadrillion dollar derivatives risk exposure that some analysts argue exists today.Read full article... Read full article...
Tuesday, October 14, 2008
Trading the Silver to Gold Price Ratio / Commodities / Gold & Silver
Historically (1808 – 2008), the ratio between gold and silver has been 33 ounces of silver equals one ounce of gold. More recently, say 1978 – 2008, the ratio has widened to on average, 60 ounces of silver buys one ounce of gold. At the extremes the ratio fell to 17:1 in 1980 as both metals peaked; and rose to 100:1 in 1991 during the depth of the recession.Read full article... Read full article...
Monday, October 13, 2008
Gold Bounces from Friday Crash as Governments Nationalise Banks / Commodities / Gold & Silver
Gold Prices gave back an initial 2% rally in Hong Kong and London trade on Monday, standing $10 an ounce higher from Friday's close at $858 as world stock markets bounced almost 6% from last week's record sell-off on news of bank nationalizations and government bail-outs.Read full article... Read full article...
Monday, October 13, 2008
Why Gold Is Dropping When It Should Be Rising / Commodities / Gold & Silver
Why is gold dropping right now when anyone in their sane mind would expect it to rise? The simple answer to this question is, “because Comex-gold isn't gold” – and because it deceptively pretends to be 'the' price-setter for real gold.
Gold is gold, paper is paper, and “Comex gold” is nothing but paper masquerading as gold while simultaneously pretending to be the price-setting medium for actual gold in the world. Now, finally, Comex-gold is in the process of being unmasked.
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Sunday, October 12, 2008
Hedge Fund Deleveraging and the Real Agri-Foods Trend / Commodities / Agricultural Commodities
With the welcome liquidation of much of today's hedge & speculative fund industry, equity markets of the world have been ravaged. Investors, globally, are focused on what or whom will fail today. Death of this massive group of momentum traders, while painful now, is actually a welcome event. For however complex their algorithms and for however powerful their computers, heart of those systems is no more than momentum models.Read full article... Read full article...
Sunday, October 12, 2008
Gold Gains Wiped Out By Chaotic Price Action / Commodities / Gold & Silver
While the world's markets were dropping like a rock all week long gold was moving higher, until Friday. Almost the full week's gains were whipped out on Friday. So, now what? A person would have to be nuts to try and forecast what's to come in this environment. Let's just see where we are and go with that.Read full article... Read full article...
Friday, October 10, 2008
A Credit Crisis? No its a Confidence Crisis! Gold? / Commodities / Gold & Silver
Events on the banking, credit and foreign exchange fronts are behaving in a startling and frightening way. Not only are equity markets crashing but currencies are worrisome especially now with what appears to be a strong $, but falling against the Yen. We saw a dropping € against the $, with the news from the Eurozone confirming it is infected with the same financial virus as the States. With both currencies weakening, their relationship to each other is losing relevance as they fall against gold. This is now confirmed as gold broke through the $900 barrier this week. Yes, as the currencies are falling against gold, it's not simply a credit crisis out there. Let's call a spade a spade; it's a confidence crisis!Read full article... Read full article...
Friday, October 10, 2008
Gold Breaks Higher as Global Stock Markets Crash / Commodities / Gold & Silver
SPOT GOLD PRICES to a new 11-week high early Friday before slipping back to $905 an ounce for US investors as world stock markets plunged into what's now the worst five-day crash since the wipe-out of Oct. 1987.Read full article... Read full article...
Friday, October 10, 2008
Canadian Junior Gold Miners on Sale / Commodities / Gold & Silver Stocks
Investors of precious metals companies continue to suffer along with virtually all investors in the world as this financial meltdown continues.Read full article... Read full article...
Friday, October 10, 2008
Gold Surges on Safe Haven Stock Market Panic Buying / Commodities / Gold & Silver
While gold has again surged on safe haven buying overnight (and is up since 20% since the financial and economic crisis deepened), there is increasing surprise that gold has not surged to its recent record highs especially as there are deepening shortages of retail bullion internationally and the gold holdings of gold ETFs continue to surge.Read full article... Read full article...
Friday, October 10, 2008
Methods for Estimating the Price of Gold / Commodities / Gold & Silver
There are several different approaches to calculating a theoretical price for gold. The purpose of this essay is to calculate this figure using two different methods. For each, the total ounces of gold above ground will be divided by:Read full article... Read full article...
Friday, October 10, 2008
Gold Price Manipulation- Bear Stearns Murdered at the Golden Gates / Commodities / Market Manipulation
Much has already been written about the untimely demise of investment bank Bear Stearns. Most, if not all, that has been written to date – deals with issues related to equities / expiring options – or the share price.
Recently, new information has come to light which allows us to forensically examine the demise of Bear Stearns from a completely different angle – GOLD .
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Thursday, October 09, 2008
Gold Ready to Skyrocket? / Commodities / Gold & Silver
Hi, this is Adam Hewison. I have just finished a new video on gold that I would like you to see. This new video deals with some of the strange events that we've been going through the past two or three weeks, or in some cases several months.Read full article... Read full article...
Wednesday, October 08, 2008
7 Trillion Reasons to Own Gold / Commodities / Gold & Silver
Sean Brokerick writes: In just a few short weeks, America has gone from looking at a potential economic downturn to staring into an economic abyss.
In a matter of days , confidence in the Federal Reserve's ability to unfreeze our nation's credit markets has nearly vanished.
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Wednesday, October 08, 2008
Gold New Record High on Panic Interest Rate Cuts / Commodities / Gold & Silver
SPOT GOLD PRICES leapt once again in London trade on Wednesday, reaching $915 an ounce for US investors as the US Federal Reserve led a co-ordinated cut of 0.5% to major world interest rates.Currencies were left little changed against each other, but the Gold Price in British Pounds jumped to a new all-time record above £525 an ounce.
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Wednesday, October 08, 2008
Emergency Central Bank Interest Rate Cuts Boost Gold / Commodities / Gold & Silver
Gold rallied yesterday on increasing risk aversion as stock markets continued to crash internationally (gold closed at $880.70 up $18 and silver closed at $11.34 up 7 cents).Gold has surged to new record highs in most major currencies including the Australian dollar, British pound (£517) and Euro (€662) as the global contagion deepens. Therefore, gold is again acting independently of the dollar and despite recent dollar strength has rallied sharply in all major currencies.
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Wednesday, October 08, 2008
Severe Bull Market for Gold / Commodities / Gold & Silver
Seeing beyond the blind curves of bailouts and meltdowns takes the keen vision of a veteran market observer, Roger Wiegand, Editor of Trader Tracks . In this exclusive interview with The Gold Report, Wiegand predicts a “severe bull market” for gold that will include both juniors and seniors. He advises selective buying and names several of his favorites.The Gold Report: When we spoke in mid-July, at the height of the market, you predicted a major downward correction.
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Tuesday, October 07, 2008
Gold Crisis and Inflation Hedge Expected to Outperform Crude Oil / Commodities / Gold & Silver
1. IntroductionOver the last 7-8 years, gold has consistently underperformed oil. Gold bulls are worried – after all, why invest in gold, when oil delivers a better performance, and so are apparently copper, uranium, and a number of agricultural commodities. The answer is simple – during the early stage of this commodity bull market (2000-2006), the fundamentals of oil were much better than gold. However, the relative fundamentals will reverse in later stages, when gold will dramatically outperform oil. This is simply the nature of the current commodity bull market.
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