Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, December 15, 2010
Gold and Silver Mining Stocks XAU, GDX Finally Resume Up Trend / Commodities / Gold & Silver Stocks
By: Przemyslaw_Radomski
In our previous essay we've covered the situation on the gold market, however since rallies (and declines) often correspond to the rallies (and declines) in the mining stocks, this time we will focus on the latter and check if we can spot any divergences or confirmations.
Let's begin with looking at the very-long-term XAU Index (proxy for gold- and silver mining stocks) chart (charts courtesy of http://stockcharts.com)
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Wednesday, December 15, 2010
Gold and Silver Slip Further as Euro Falls on Debt Warning / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD slipped to a two-day low in London on Wednesday morning, dropping 1.5% from yesterday’s Dollar high at $1408 per ounce as Asian stock markets closed up to 2% lower and European stocks lost 0.7% on average.
The fall in gold prices – and a rise in the Dollar’s forex value – came despite the US Federal Reserve last night vowing to continue its $75 billion per month quantitative easing and keep interest rates at “exceptionally low levels…for an extended period” even in the face of strong retail-sales and factory-gate inflation data.
Wednesday, December 15, 2010
Silver Price Forecast Rise to $40/oz in 2011 and $400/oz by 2015 / Commodities / Gold and Silver 2011
By: GoldCore
Gold has fallen in dollars but is flat in sterling and euros this morning. Moody's has cut Spain's debt rating on contagion concerns which has seen the euro fall. Germany's opposition to further government financed aid is leading to tensions with the ECB, which is itself now under financial pressure and may need an increase in capital if it is to continue buying sovereign European debt.
Wednesday, December 15, 2010
The One Reason You Have to Own Gold and Silver / Commodities / Gold and Silver 2010
By: Jordan_Roy_Byrne
Analysts and pundits provide various reasons for the bull market in Gold. This includes emerging market demand, low interest rates, money printing, central bank accumulation, central bank policies and falling gold production. These are all good reason but there is one reason which stands apart and will drive precious metals to amazing heights. It is the impending sovereign debt default of the west, led by the great USA.
Wednesday, December 15, 2010
Russia's Sakhalin-1 Natural Gas Development / Commodities / Natural Gas
By: OilPrice_Com
SITUATION: In early 2009, Russia inaugurated its first liquefied natural gas (LNG) plant for East Asia at Sakhalin. After ramping up to three times its initial capacity, it will supply roughly 5% of world LNG. It is currently expected that Japan will receive two-thirds of initial exports with the rest going to South Korea and North America.
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Wednesday, December 15, 2010
The Gold Sleeper Trend You Need to Know About / Commodities / Gold and Silver 2010
By: Casey_Research
Louis James, Senior Editor, Casey’s International Speculator writes: In the midst of any long-term trend, like the secular bull market for metals we’re in now, there will be trends within the trends. You could think of them as being like eddies, whorls, and side-channels in a great torrent. We see one such developing that could benefit junior gold stock investors in the near- to mid-term.
Wednesday, December 15, 2010
Gold’s Reaction To Central Banks Rising Rates Urges Caution / Commodities / Gold and Silver 2010
By: Jeb_Handwerger
Over the past few weeks I have been warning about a decline is bonds and a rise in interest rates. Bernanke has decided to leave rates unchanged and remains committed to the plan to buy $600 billion dollars of long term debt. Congress and President Obama are working together to extend the Bush tax cuts for two years at a cost of $858 billion. This is on top of the 2009 trillion dollar stimulus and Bush’s Tarp plan. U.S. debt is under pressure and we may be closer to losing our AAA credit rating according to Moody’s. Read full article... Read full article...
Tuesday, December 14, 2010
Will Oil Inflation Destroy America Or Will 2011 Be The Year of The Rabbit? / Commodities / Crude Oil
By: Andrew_Butter
The good news is that the Saudis are saying $70 to $80 is “Fair”. The bad news is they may change their minds and with oil knocking at the door of $90 and some OPEC malcontents muttering $100, they are starting to look a bit wobbly. Or even if they are “steadfast”, perhaps they won’t be able to pump enough oil to contain prices?
In 1985 OPEC was holding back 11 million barrels a day of capacity, in 1995 that had dwindled to 2 million a day, today no one is sure. The leverage to keep oil prices down is a function of how much “ammo” you have.
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Tuesday, December 14, 2010
Silver Monster Move in the Making / Commodities / Gold and Silver 2010
By: Ronald_Rosen
We don’t often see a chart that promises us a monster move. When we finally discover one it usually comes with a number of ifs. This quarterly logarithmic silver chart, although promising us a monster move, is no exception to the rule of ifs. The ifs are clearly outlined. Will the price of silver close over the mid trend line? If the price of silver does close over the mid trend line will it have a 5 wave move as did Major Wave One? Read full article... Read full article...
Tuesday, December 14, 2010
Gold & Silver Not Crowded Trades as J.P.Morgan Materially Cuts Short Silver Position Says Source / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD rose to 1-week highs above $1400 per ounce overnight in Asia on Tuesday, rising as the Dollar fell on the forex market, before slipping back after new data showed much stronger-than-expected US retail sales and factory-gate inflation for November.
Crude oil slipped from $88.70 per barrel, and base metals also dipped.
Tuesday, December 14, 2010
Gold Over $1,400/oz Again, Supported by Inflation and Paper Currency Concerns / Commodities / Gold and Silver 2010
By: GoldCore
Gold has risen in major currencies again today on continuing concerns about the dollar and paper currencies, and growing concerns about the emergence of inflation internationally. Commodity prices remain strong with bellwether copper rising to new record nominal highs and oil continuing to hover near $90 a barrel.
Tuesday, December 14, 2010
Commodities Have Detached from US Dollar, Are Rising in Real Terms / Commodities / Commodities Trading
By: Jordan_Roy_Byrne
In the first phase of its bull market in the earlier portion of the last decade, Commodities began a bull market on the back of a falling US Dollar. The greenback declined while commodities, stocks, foreign currencies and even bonds rallied. The universal bull market could be better termed a dollar bear market. The movement of risk assets and especially commodities were, in most cases, hostage to the trends in the buck.
Tuesday, December 14, 2010
Gold Mania is Still Yet to Come, Investment Opportunities in Columbia / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Casey Research Senior Editor Louis "Indiana" James has returned from Colombia with insights into the state of Colombian politics, economics and the inside scoop on a number of unheralded Colombian explorers. In this exclusive interview with The Gold Report, Louis shares his firsthand experiences in the Paramo Highland and discusses the differences between two sides of the same mountain when it comes to gold exploration and environmental protection.
The Gold Report: Louis, an article by Andrey Dashkov in the November issue of Casey's International Speculator discusses a chart that suggests a gold mania is still yet to come. Could you comment on that thesis?
Monday, December 13, 2010
Gold Makes Record Run / Commodities / Gold and Silver 2010
By: OilPrice_Com
INCIDENT: On 7 December, gold hit an all-time high above US$1,425 per ounce (London morning fix), after having risen from under $300 per ounce at the beginning of the millennium and from just over $700 per ounce only a little over two years ago (all figures in current dollars).
SIGNIFICANCE: While the recent spike in the price of gold has already been somewhat redressed, new drivers in the market suggest increasing demand for the precious metal.
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Monday, December 13, 2010
Gold Prices and Panic / Commodities / Gold and Silver 2010
By: Douglas_French
With gold selling for around $1,400 per ounce, it seems like everyone has jumped on the yellow-metal bandwagon. Resource-investment guru Rick Rule said about gold investing recently, "we're no longer lonely in the gold trade. You couldn't describe this as a contrarian activity, and you couldn't describe this as a low-risk activity."
Monday, December 13, 2010
Gold and Silver Rise on Higher Chinese Inflation / Commodities / Gold and Silver 2010
By: Adrian_Ash
WHOLESALE PHYSICAL GOLD hit a 3-session Dollar high in London on Monday morning, rising together with equity and commodity prices on what one trader called “relief” that Beijing did not hike Chinese interest rates as expected at the weekend.
The Euro also rose to its best level since Thursday vs. the Dollar, capping the gold price in Euros at Friday's finish beneath €33,750 per kilo – its second-highest ever weekly finish.
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Monday, December 13, 2010
MYTH vs MATH Does GOLD Preserve Purchasing Power? / Commodities / Gold and Silver 2010
By: Brian_M_Thiesen
I am not sure how many people believe this to be true but since their is paper and gold I don't see it any other way unless I am a fool (which i have proved to myself many times is possible)Read full article... Read full article...
Sunday, December 12, 2010
Gold Still a Potential Head and Shoulders Pattern Top? / Commodities / Gold and Silver 2010
By: Merv_Burak
Still a potential head and shoulder pattern or not? See the short term analysis below. With all that’s happening in the world one would expect gold to go through the roof. It may still do so, in fact I believe it will, but the question is will it do so NOW or sometime in the future?
Saturday, December 11, 2010
The Energy Investment No One Is Talking About / Commodities / Energy Resources
By: Jared_Levy
Last week I discussed the country's dire need for energy infrastructure improvements and expansion, and how you can use the First Trust Clean Edge Smart Grid Infrastructure ETF (GRID:NASDAQ) to capitalize on that need. Our evolution into hybrid and eventually full electric cars is a major driver of this need for a better grid and is my topic today.
Saturday, December 11, 2010
Why Does Gold Fall When the Dollar Rises? / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
We are all used to reading that gold rose because the dollar fell or that gold fell, because the dollar rose. The picture conjured up is one of traders racing in to actually buy or sell gold as they watch the exchange rate move. When U.S. Treasury yields rose this week, the dollar strengthened slightly and the gold price dropped. When we watched this happen it seem to happen immediately and precisely and we were led to believe that much more was happening than met the eye. After all if gold moves in the opposite direction to the U.S. dollar, this implies that it is moving not just with but almost riveted to the euro. What's the story behind this?