Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, November 30, 2007
How to Select the Best Gold Producing Stocks / Commodities / Gold & Silver Stocks
By: Zeal_LLC
In the wild and whacky world of gold stocks, investors and speculators have a wide range of options for capital deployment. These options can be categorized in many different ways, but it all boils down to risk. The degree of risk varies from extremely risky with the junior gold explorers to just plain risky with the large senior producers.
This risk is inherent due to the nature of mining and commodities-market volatility. And in general the gold-stock sector is going to carry greater risk than most other stock sectors. But of course the old market adage applies here, greater risk can lead to greater rewards. So while gold-stock trading is not for the faint of heart, catching this sector in a secular bull market has so far led to legendary gains for those willing to take these risks.
Read full article... Read full article...
Friday, November 30, 2007
Gold Holding Pattern - Economy-Wide Crunch" Now Looming in Europe / Commodities / Gold & Silver
By: Adrian_Ash
THE SPOT GOLD MARKET slipped from a small overnight bounce early in London on Friday, recording an AM Fix that was 5% below Monday's start as world equity markets rose on the promise of fresh interest-rate cuts from the US Fed.
Looking at the latest data on Gold Market futures – where the front-month contract is now trading $50 below its near-record top of Nov. 8th – "the net long Comex position declined by 12.4% in the two weeks" to Nov. 20th, note the team at Mitsui.
Read full article... Read full article...
Friday, November 30, 2007
The Epic Global Battle Over Crude Oil and the US Dollar / Commodities / Crude Oil
By: Gary_Dorsch
“Here are two brother countries, united like a single fist,” declared Venezuelan kingpin Hugo Chavez after meeting Iran Mahmoud Ahmadinejad in Tehran on Nov 19th. “We have common viewpoints and we will stand by each other until we capture the high peaks. God is with us and victory is awaiting us,” added Iran's Ahmadinejad, vowing to defeat US imperialism together, and pointing to the fall of the US dollar as the prelude to the end of America's global dominance. “Don't you see how the dollar has been in free-fall without a parachute? The US prints dollar bills with no real economic foundation. Soon we will not talk about dollars, because the empire of the dollar is crashing. The day will arrive not only in OPEC, but also in Latin America, when we will be liberated from the dollar. With the fall of the US dollar, US imperialism will fall as soon as possible,” Chavez declared.
Read full article... Read full article...
Friday, November 30, 2007
Gold in Potential Double Top Pattern / Commodities / Gold & Silver
By: Mike_Paulenoff
Under the circumstances, I thought the equity market handled "the day after" in relatively strong fashion. I leave you this evening with an updated look at the GLD, which closed in precarious technical condition...Read full article... Read full article...
Thursday, November 29, 2007
Gold Gives Back Overnight Gains Ahead of Key US Data, Bernanke Speech; Oil Jumps 4% on Cut to US Supplies / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES gave back an overnight bounce to $808 per ounce as the New York opening drew near on Thursday, trading just below last night's close at $802.50.
Oil prices surged more than 4% after an explosion in Canada cut one-fifth of the United States ' daily crude imports. US stock futures pointed lower.
Read full article... Read full article...
Thursday, November 29, 2007
Gold and Silver Strong Bull Market Intact - HUI Bullish Signals / Commodities / Gold & Silver
By: Peter_Degraaf
The pull-back we are seeing in gold and silver is nothing more than some high-volume backing and filling, within the major uptrend. The annual Christmas rally which started in August has a lot of life in it yet.
The sub-prime mortgage debacle is nowhere near solved, and we can count on the central banks to do what they do with every problem they run into: print more money.
Read full article... Read full article...
Wednesday, November 28, 2007
Gold $800 - A New Generation / Commodities / Gold & Silver
By: David_Vaughn
Will 800 become the ceiling or preferably the new floor?
Short term I don't know, but I am excited watching so much positive strength in this market. The crap is hitting the fan and gold is responding appropriately and properly. My personal opinion is that 800 may just become a floor price for gold. But who am I to know?
Read full article... Read full article...
Wednesday, November 28, 2007
Gold Falls in Unision with Crude Oil / Commodities / Gold & Silver
By: Gold_Investments
GoldGold was down $12.50 to $813.80 per ounce in New York yesterday and silver was down 35 cents to $14.46 per ounce. Gold has continued to sell off in Asia and European trading and is at $797.50 per ounce at 1200 GMT. Gold remains near record highs in euro, British pounds and other currencies and is trading at £387 GBP (up from £401 on Monday) and €541 EUR (from €561 on Monday).
Read full article... Read full article...
Wednesday, November 28, 2007
Profit from the Surge in Global Diamond Demand and Exploration / Commodities / Diamonds
By: Money_and_Markets
Sean Brodrick writes: The price of polished diamonds is rising at a rate of about 10% year over year, and the falling dollar could accelerate that surge. However, most diamond mining and exploration stocks haven't joined the rally in natural resource stocks over the past 12 months.
Together, I think those two facts mean there is the potential for significant upside in diamond stocks, a move that could come at a dizzying speed. And that's why I've been doing a ton of research on the industry, building on my trip to an Arctic diamond camp this past August.
Read full article... Read full article...
Wednesday, November 28, 2007
Gold Bounces from 5% Loss as Dollar Gains, Eurozone Bonds Fall on Inflation Shocker / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES continued to plunge early Wednesday, bouncing off $792.50 as the Asian session ended – more than $43 per ounce (5.1%) below Monday's two-week top.
After the first hour of London trade, the Gold Price stood nearly 7% below the 27-year high of $845 hit on Nov. 7th. The sell-off following that attempt on gold's all-time peak – recorded back in Jan. 1980 at $850 – was both sharper and more severe than this week's drop so far.
Read full article... Read full article...
Wednesday, November 28, 2007
Junior Miners Heading into US Tax Selling Period Presents Potential Buying Point / Commodities / Gold & Silver Stocks
By: David_Morgan
First you're an unknown, then you write one book and you move up to obscurity. - Martin Myers
I recently returned from Europe speaking on the merits of precious metals and in particular silver. About a month before I left for the three-city tour, which started in Munich Germany, my friends at http://www.silberinfo.com/ began
diligently working on translating my book, Get the Skinny on Silver
Investing into the German language.
Wednesday, November 28, 2007
What WIll Happen If Crude Oil Breaks Above $100? / Commodities / Crude Oil
By: George_Kleinman
The following is an excerpt from Larry Livingston's book Reminiscences of a Stock Operator , which is based on the story of Jesse Livermore, one of the greatest traders of all time.
When it got to 98 I said to myself, "Bethlehem is going through 100, and when it does the roof is going to blow clean off."
The tape said the same thing, more than plainly. In fact, it used a megaphone. I tell you, I saw 100 on the tape when the ticker was only printing 98. And I knew that wasn't the voice of my hope or the sight of my desire, but the assertion of my tape-reading instinct. I rushed to my broker's office and put in an order to buy 500 shares of Bethlehem Steel. I got them at 98 to 99.
Read full article... Read full article...
Wednesday, November 28, 2007
Rising Demand for Corn As a Biofuel and From Asia / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Agri-Food commodities are an essential part of our lives. Nearly every hour of our waking day we come in contact with something derived from corn. We eat it, drink products made from it, write on paper made with starch, and are now trying to fuel our cars with it. However, competition for corn has greatly increased. Rising consumer demand, driven by expanding incomes in China, and an attempt to expand biofuel production have driven prices up from about $1.75 a bushel two years ago. Will the price of corn soon take out the most recent high? Will state bird of Nebraska be changed to the Lexus?Read full article... Read full article...
Tuesday, November 27, 2007
Gold Dives 2.2% from Monday's Top as Dollar Bounces / Commodities / Gold & Silver
By: Adrian_Ash
Indian Gold Prices Near All-Time High; Chinese Demand Rises 24% in Q3
SPOT GOLD PRICES dived in the first-half of London trade on Tuesday, recording an AM Fix of $823.25 per ounce, some 1.4% below Monday's morning fix.
Read full article... Read full article...
Monday, November 26, 2007
Precious Metals Bull Market - Why Silver Is About To Take Over For Gold / Commodities / Gold & Silver
By: Captain_Hook
The US Dollar ($) is losing its global reserve currency status, and the rate at which this is occurring is accelerating in direct proportion to easy money policy of the Fed. As with the $'s reaction to the Fed's policy decision, any further administered rate cuts will be met with an accelerating decline in the $, along with unfavorable and opposite reactions in market rates. This is why gold was able to slice through $800 easily Friday, because the commercial shorts (banks) are the same people who are exposed to trillions of Structured Investment Vehicles (SIV's), Collateralized Debt Obligations (CDO's), and various other forms of toxic waste; and they are discovering a direct bailout may not be forthcoming. This in turn cranks up the need for even easier money policies of course, which is why neither gold nor the $ ever correct much on trend, and is a condition that will be with us for some time considering the banks have only come clean with approximately 5-percent of their true exposures to toxic debt. This is why gold could vault to $1,000 and beyond by Christmas. Read full article... Read full article...
Monday, November 26, 2007
Gold Surges in European Trading to $835 / Commodities / Gold & Silver
By: Gold_Investments
GoldGold surged $26.90 to $824.60 per ounce in New York on Friday and silver was up 35 cents to $14.74 per ounce. Gold's safe haven qualities were again in evidence and gold was up nearly 5% for the week. Gold has since moved upwards in Asia and European trading and is at $835.50 per ounce at 1200 GMT. Gold also surged in euro, British pounds and other currencies and is trading near new record all time highs in pounds and euro at £403 GBP (up from £387 on Thursday) and €561 EUR (up from €541 on Thursday).
Read full article... Read full article...
Monday, November 26, 2007
Gold Breaks New Record Highs vs. Sterling and Aussie Dollar as Bear Market Looms for Global Stock Markets / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES leapt in early trade Monday, gaining nearly 0.9% in the first hour of London trade to reach an 11-session high of $836 per ounce.
For British investors, Gold Priced in Pounds Sterling broke a new all-time record high above £404 per ounce, gaining 6.9% from its three-week low of midnight last Monday.
Read full article... Read full article...
Sunday, November 25, 2007
Gold Long-term Bull Market Uptrend Remains Intact / Commodities / Gold & Silver
By: Merv_Burak
It was a shortened week but still a good one. A bounce off the intermediate term moving average line places gold in a good position to continue the rally.
GOLD : LONG TERM
The rally since August had reached the initial projection of $840 a few weeks ago and the new target is now $915. After reaching that initial projection gold reacted lower for a couple of weeks but bounced back to the up side this past week. As seen on the intermediate term chart, gold bounced off its intermediate term moving average line, still far above its long term line. Although the long term P&F chart has reversed its plotting direction it is still far away from reversing its bullish trend.
Saturday, November 24, 2007
Long-Term Trends in Global Natural Gas and Crude Oil Supply and Demand Point to Much Higher Prices / Commodities / Energy Resources
By: Joseph_Dancy
The energy consulting firm of Groppe Long & Littell made a presentation to the Kansas Independent Oil & Gas Association last month on the outlook for the energy sector. Two charts prepared by that firm are worth reviewing: Read full article... Read full article...
Friday, November 23, 2007
Rush to Gold as Global Banking Crisis Unfolds / Commodities / Gold & Silver
By: Julian_DW_Phillips
This week saw the $ cross the $1.48 line to the € heading for $1.50 after the U.S. markets closed for Thanksgiving. It then bounced after the London market had opened on Friday. We do expect a bounce, but not for long as a secondary phase of the crisis comes into play. What crisis, you may well ask? It is the sub-prime crisis/credit crunch/$ crisis as it spreads into the global economy [as well as inside the U.S. of A.]Read full article... Read full article...