Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, March 19, 2010
Gold and Hyperinflation, Watch the Bond Market Not Bank Lending or Velocity / Commodities / Gold and Silver 2010
By: Jordan_Roy_Byrne
A few weeks ago we wrote about the true cause of hyperinflation, which is a major break or failure in the bond market. It has nothing to do with demand, bank lending or the velocity of money as many have suggested. It is a confidence issue. It is not a rise in inflationary expectations but a loss of confidence in a country being able to repay its debts. As confidence is lost, interest rates rise. Monetization occurs when the cost of servicing the debt consumes too much of the overall budget, so that the government can’t provide basic services or loses its ability to function on a day-to-day basis.
Friday, March 19, 2010
What May Trigger A Spring in Wheat? / Commodities / Commodities Trading
By: Seven_Days_Ahead
Wheat prices have continued to drift back this year, recently approaching last year’s low. In the Commodity Specialist Guide we have stuck to a bearish outlook, but it is now useful to consider what would provide a s/term bull trigger.
Thursday, March 18, 2010
Gold, In the Shadow of the Castle / Commodities / Gold and Silver 2010
By: David_Galland
David Galland, Managing Director, Casey Research writes: These days it takes very little to set me off on yet another rant against the American political class – a proxy for governments the world over.
Thursday, March 18, 2010
New Gold GLD ETF Upleg? / Commodities / Gold and Silver 2010
By: Mike_Paulenoff
Gold should not be up today, but it is. The strength of the dollar against the euro and the yen usually has a negative impact on gold, but something else appears to be going on that the price pattern and technicals are warning about.
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Thursday, March 18, 2010
Silver SLV ETF / Commodities / Gold and Silver 2010
By: Guy_Lerner
In our first crack at this, I felt that SLV was vulnerable. In the article, "As A Corollary To A Higher Dollar....GLD, GDX, SLV", I stated: "it is my expectation that precious metals will be under pressure." In this market, where almost all assets move in one direction, SLV got slammed over the next 2 weeks. Good call!
Thursday, March 18, 2010
Gold & Silver Trend Higher as Germany Cancels Greek Debt Crisis Rescue / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD in the wholesale bullion market bounced up from its second dip in two sessions to $1120 an ounce as the US opened for business on Thursday, pushing higher for Sterling and Euro buyers as world stock markets held flat.
"The equities markets have been a bit firmer," said one commodities strategist in Sydney to Reuters overnight. "That's probably taken a little bit of interest away from gold.
Thursday, March 18, 2010
Will Gold and Silver Investors Ever Get a Tax Overhaul? / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
With tax time right around the corner, investors of all types are preparing their finances to determine their final tax burden. While some investors are paying as little as 15% on their capital gains, precious metals investors are stuck paying 28% – but perhaps not for long.
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Thursday, March 18, 2010
Why PM Investors Should Ignore the Dollar Index / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
Often thrown around as the end-all solution for tracking the value of the US dollar, the dollar index is one of the poorest indicators for the true performance of the currency itself. Silver investors who pay heed to the dollar index will certainly be led astray, as there are fundamental reasons why the index simply is not accurate.
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Wednesday, March 17, 2010
He Who Has the Gold Makes the Rules / Commodities / Gold and Silver 2010
By: Adrian_Ash
The decline of the West, measured in tonnes...
AS THE AGE-OLD Golden Rule puts it, "He who has the gold makes the rules" – an historical fact proven most recently by the United States' dominance of global monetary politics since WWII.
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Wednesday, March 17, 2010
Gold Support "Increasing" After Fed Sticks at Zero, China Told to Raise Rates / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF BULLION gold in the wholesale London market touched a 7-session high against the Dollar early on Wednesday, slipping back as US inflation data came in tamer than expected, and China was advised by the World Bank to tighten its interest rates.
The Euro rose to its best Dollar-value in almost 5 weeks after the Federal Reserve maintained its zero-rate stance in Tuesday's policy announcement.
Wednesday, March 17, 2010
Gold Rises On Higher Oil Prices, Low Interest Rates And Increasing Sovereign Risk / Commodities / Gold and Silver 2010
By: GoldCore
Gold reached a high of $1,127/oz in US trading before closing with a gain of 1.55%. It has since jumped from $1,126/oz to $1,132/oz in late Asian trading this morning as the Bank of Japan announced emergency steps to prevent continuing deflation (see below). Gold is currently trading at $1,128.00/oz and in Euro and GBP terms, gold is trading at €821/oz and £740/oz respectively.
Wednesday, March 17, 2010
Marc Faber Says Accumulate Gold As All Currencies are Set to Fall / Commodities / Gold and Silver 2010
By: Submissions
Marc Faber speaks on various countries economic downfall, worldwide bailouts and the effects it will have on currencies. He gives his thoughts on buying gold.
Tuesday, March 16, 2010
Fed Smoke, Mirrors, SDRs and Gold: Why Central Banks Cannot Tell the Truth / Commodities / Market Manipulation
By: Rob_Kirby
In the following article the term Special Drawing Right [SDR] is used frequently. A brief explanation of an SDR is provided below together with its current value [which floats] in U.S. Dollars.
Tuesday, March 16, 2010
Natural Gas ETF/ETN, A Small Example of Acceptable Fraud / Commodities / Natural Gas
By: Adam_Brochert
I have been keeping an eye on natural gas and I love the way the chart looks right now for a trade. But trying to find a way to play it without going into the futures market exposes the problems with our current financial markets. The fraud is too prevalent and the instruments are too opaque. I don't want to invest in natural gas stocks, but rather I want to invest in natural gas itself as a trade.
Tuesday, March 16, 2010
Gold is Money, Unlike the World’s Currencies, Gold Retains its Value / Commodities / Gold and Silver 2010
By: Nick_Barisheff
In a speech I recently gave at The Empire Club of Toronto , I referred to gold as the "anti-currency." Gold is not and never has been a currency. Gold is something entirely different and far more valuable. It is money.
"If you're holding paper currency, you have to have some kind of trust that the country that issued it is not just going to print its way out of its problems. That's a real concern right now. Gold, on the other hand, has real intrinsic value, unlike a paper currency which can be debased by its government." - – Sacha Tihanyi, currency strategist, Scotia Capital
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