
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, May 11, 2011
Small Oil Companies Poised for Big Growth / Commodities / Oil Companies
By: The_Energy_Report
 Hedge fund Founder Steve Palmer  invests in micro- and small-cap companies that might grow explosively through  successful exploration or development of novel technologies. By maintaining his  focus on ground-breaking companies rather than commodities, Steve's AlphaNorth  Partners Fund has achieved an extraordinary annualized return of 57.3% for the  three year period ending April 30, 2011. In this exclusive interview with The  Energy Report, he shares his secrets for targeting growth companies.
Hedge fund Founder Steve Palmer  invests in micro- and small-cap companies that might grow explosively through  successful exploration or development of novel technologies. By maintaining his  focus on ground-breaking companies rather than commodities, Steve's AlphaNorth  Partners Fund has achieved an extraordinary annualized return of 57.3% for the  three year period ending April 30, 2011. In this exclusive interview with The  Energy Report, he shares his secrets for targeting growth companies. 
Tuesday, May 10, 2011
What is Someone Holding Silver to do? / Commodities / Gold and Silver 2011
By: Ned_W_Schmidt
 The clay tablets now seem incomplete. Some additional comments, or rules,   should have been included One that comes to mind is that all of the above apply   to politicians. That Keynesian economists are not excluded from the one about   stealing would have been nice. For what else is Keynesian ideology other than a   rationale for stealing the wealth and income of working citizens? Also, a tablet   suggesting firm rules for certifying bear markets would have been helpful
The clay tablets now seem incomplete. Some additional comments, or rules,   should have been included One that comes to mind is that all of the above apply   to politicians. That Keynesian economists are not excluded from the one about   stealing would have been nice. For what else is Keynesian ideology other than a   rationale for stealing the wealth and income of working citizens? Also, a tablet   suggesting firm rules for certifying bear markets would have been helpful
Tuesday, May 10, 2011
Commodity Market Corrections / Commodities / Commodities Trading
By: David_Galland
David Galland, Managing Director, Casey Research writes: Today I’d like to share a couple of thoughts on the matter of the correction in commodities about which we have been so vocally warning, and which has now occurred.
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Tuesday, May 10, 2011
Gold Close to New Euro High as S&P Cuts Greece Credit Rating Again / Commodities / Gold and Silver 2011
By: Adrian_Ash
 THE PRICE OF GOLD  rose for the second day in succession in London on Tuesday, recovering half of  last week's 7% plunge from new all-time Dollar highs, as world stock markets  also rallied again with commodities.
THE PRICE OF GOLD  rose for the second day in succession in London on Tuesday, recovering half of  last week's 7% plunge from new all-time Dollar highs, as world stock markets  also rallied again with commodities.
  
  The Euro spot  gold price rose above its peak of last week, trading at €34,028 per kilo  after the Standard & Poor's agency downgraded Greek sovereign debt to the  same credit rating as Belarus, Europe's lowest-ranked state.
Tuesday, May 10, 2011
Euro Gold Targets Record EUR 1,072/oz on Risk of Forced Greek Default and Euro Zone Debt Contagion / Commodities / Gold and Silver 2011
By: GoldCore
 Gold and silver continue to rebound from their sell offs as euro zone periphery worries intensify with real risks of defaults and possible contagion. Gold has risen from €1,010/oz to over €1,057/oz since Friday. The long period of correction and consolidation may soon see a break out above resistance at record nominal highs of €1,072/oz - less than 1.5% below the current price.
Gold and silver continue to rebound from their sell offs as euro zone periphery worries intensify with real risks of defaults and possible contagion. Gold has risen from €1,010/oz to over €1,057/oz since Friday. The long period of correction and consolidation may soon see a break out above resistance at record nominal highs of €1,072/oz - less than 1.5% below the current price. 
Tuesday, May 10, 2011
The Gold Universe / Commodities / Gold and Silver 2011
By: Brian_Bloom
 In summary, I don't get a feeling of comfort from the charts in the gold  universe. There are subtleties which fly in the face of conventional wisdom.
In summary, I don't get a feeling of comfort from the charts in the gold  universe. There are subtleties which fly in the face of conventional wisdom.Read full article... Read full article...
Tuesday, May 10, 2011
COMEX Drops Nepalm Bomb on Silver, What Next for Precious Metals? / Commodities / Gold and Silver 2011
By: David_Banister
 What was I thinking trying to forecast a normal "wave 4" correction in Silver   without the required insider information that the COMEX was going to raise   margin/equity requirements four times in a week? My pullback silver low target   of $40.10 was obliterated after two consecutive days of equity requirement   increases early last week, knocking silver into the low 33's before it got off   the mat and staggered around a bit. Gold followed right behind as margin calls   and stop losses required over- zealous traders on the long end to liquidate   everything they could find to avoid complete meltdown of their trading   accounts.
What was I thinking trying to forecast a normal "wave 4" correction in Silver   without the required insider information that the COMEX was going to raise   margin/equity requirements four times in a week? My pullback silver low target   of $40.10 was obliterated after two consecutive days of equity requirement   increases early last week, knocking silver into the low 33's before it got off   the mat and staggered around a bit. Gold followed right behind as margin calls   and stop losses required over- zealous traders on the long end to liquidate   everything they could find to avoid complete meltdown of their trading   accounts.
Tuesday, May 10, 2011
Investors Don’t Turn Out the Lights on Commodities Just Yet / Commodities / Commodities Trading
By: Frank_Holmes
 The  prices for many commodities suffered the worst week in recent memory last week.  Oil prices dipped below $100 per barrel, gold fell below $1,500 an ounce and  silver gave back much of the past month’s gains by falling to the $35 an ounce  level. The prices for other commodities such as sugar, tin, nickel, aluminum,  lead and copper also pulled back.
The  prices for many commodities suffered the worst week in recent memory last week.  Oil prices dipped below $100 per barrel, gold fell below $1,500 an ounce and  silver gave back much of the past month’s gains by falling to the $35 an ounce  level. The prices for other commodities such as sugar, tin, nickel, aluminum,  lead and copper also pulled back.
Tuesday, May 10, 2011
Bearish on Gold Price, but Bullish on Select Junior Gold Stocks / Commodities / Gold and Silver 2011
By: The_Gold_Report
 Get in cheap while companies are  relatively unknown and then pick up doubles, triples, or better when they hit  the big time—that is AlphaNorth Asset Management Founder Steve Palmer's  investment strategy. In this exclusive interview with The Gold Report, Steve  shares some ideas for spotting big growth potential.
Get in cheap while companies are  relatively unknown and then pick up doubles, triples, or better when they hit  the big time—that is AlphaNorth Asset Management Founder Steve Palmer's  investment strategy. In this exclusive interview with The Gold Report, Steve  shares some ideas for spotting big growth potential. 
Tuesday, May 10, 2011
A Policy Driven Silver Price Crash / Commodities / Gold and Silver 2011
By: Clif_Droke
 Silver has once again stolen the investment market spotlight.  Margin requirements for silver trading rose 84 percent last week, which prompted a major sell-off.  Silver posted its worst four-day drop since 1980 and was down more than 25% after the CME Group raised the costs for investors to trade the metal four consecutive times within a week.
Silver has once again stolen the investment market spotlight.  Margin requirements for silver trading rose 84 percent last week, which prompted a major sell-off.  Silver posted its worst four-day drop since 1980 and was down more than 25% after the CME Group raised the costs for investors to trade the metal four consecutive times within a week. 
Tuesday, May 10, 2011
Gold Pullback Temporary / Commodities / Gold and Silver 2011
By: Bloomberg
 John Burbank of Passport Capital spoke exclusively with Bloomberg Television's Margaret Brennan this morning.  He said that he's betting on declines in all commodities because of the end of QE2 and that gold may drop until August.
John Burbank of Passport Capital spoke exclusively with Bloomberg Television's Margaret Brennan this morning.  He said that he's betting on declines in all commodities because of the end of QE2 and that gold may drop until August.
  
  Burbank also said that unless governments inject liquidity into the market, commodities will “trend” back toward price levels seen at the start of QE2.
Monday, May 09, 2011
Commodities After The Crash, No Way But Up / Commodities / Commodities Trading
By: Andrew_McKillop
 After a suspiciously short and likely  programmed commodities crash we can only have the right hand leg of a  "V" profile for commodity prices - until and unless big things happen  with the major currencies and national debt crises of most OECD countries, or  we have a global economic crash. To be sure, this is the context for highly  classic speculative frenzies, where fundamentals are put on the back burner,  and the front burners are turned to full on.
After a suspiciously short and likely  programmed commodities crash we can only have the right hand leg of a  "V" profile for commodity prices - until and unless big things happen  with the major currencies and national debt crises of most OECD countries, or  we have a global economic crash. To be sure, this is the context for highly  classic speculative frenzies, where fundamentals are put on the back burner,  and the front burners are turned to full on.
Monday, May 09, 2011
Impact on Gold Market If China Economy Overtakes U.S. / Commodities / Gold and Silver 2011
By: Julian_DW_Phillips
 We heard that China's economy was going to be the same size as the U.S.   economy by 2016. This is considerably faster than U.S. economists thought would   be the case just two years ago. At the speed China is growing it will dwarf the   U.S. by 2020. The encouragement the Chinese government has given to the   development of the gold market in China and the direct incitement from them to   buy gold tells us that this is a long-term policy. It also tells us that they   would not favor a significant rise in the exchange rate of the Yuan,   particularly against the dollar, because this would lower the gold price in the   Yuan. So what will the Chinese gold market look like in 2020?
We heard that China's economy was going to be the same size as the U.S.   economy by 2016. This is considerably faster than U.S. economists thought would   be the case just two years ago. At the speed China is growing it will dwarf the   U.S. by 2020. The encouragement the Chinese government has given to the   development of the gold market in China and the direct incitement from them to   buy gold tells us that this is a long-term policy. It also tells us that they   would not favor a significant rise in the exchange rate of the Yuan,   particularly against the dollar, because this would lower the gold price in the   Yuan. So what will the Chinese gold market look like in 2020?
Monday, May 09, 2011
Gold and Silver Trends Depend on US Policy / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF GOLD  reversed half of a 1% rally to $1510 per ounce in London on Monday, easing back  as the US Dollar rose on the forex market and European stock markets fell hard.
  
  US crude oil contracts stalled after a 2.7% rally took them back to $100 per  barrel.
  
Monday, May 09, 2011
The Commodities Bubble Hasn't Burst, It's Just Taking a Breather / Commodities / CRB Index
By: Money_Morning
  Kerri Shannon writes: 
  Panicked investors retreated from silver, oil and copper this week, leading many to believe the commodities bubble had finally popped - but experts say this bull market will pick up again.
Kerri Shannon writes: 
  Panicked investors retreated from silver, oil and copper this week, leading many to believe the commodities bubble had finally popped - but experts say this bull market will pick up again. 
The Standard & Poor's GSCI Index that follows 24 raw materials fell as much as 11.4% in five days, the longest losing streak since August.
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Monday, May 09, 2011
Is It Time to Buy Silver? / Commodities / Gold and Silver 2011
By: Jared_Levy
 Unless you have been hiding under a rock, you probably know that silver has had a major correction over the past week. The precious metal plummeted about 30% from a high of almost $50 an ounce to less than $35 yesterday. This six-day drop is one of the largest since 1983.
Unless you have been hiding under a rock, you probably know that silver has had a major correction over the past week. The precious metal plummeted about 30% from a high of almost $50 an ounce to less than $35 yesterday. This six-day drop is one of the largest since 1983.
Silver has given back just about all of its gains for the past month and some traders are thinking it might be time to get long. But before you run and buy silver, there are a couple things to consider.
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Monday, May 09, 2011
Gold Transition to the D-Wave / Commodities / Gold and Silver 2011
By: Toby_Connor
 Don't let the title fool you, for  reasons I've outlined in this weekend's  report I think gold likely has one more move to new highs before the D-wave  begins.
Don't let the title fool you, for  reasons I've outlined in this weekend's  report I think gold likely has one more move to new highs before the D-wave  begins.However the action in the dollar and silver this week has probably taken the parabolic phase of this C-wave off the table. Rather than the normal sharp spike up it appears that this C-wave is going to end with a more modest move than prior C-waves. That being said it did last much longer and gain just as much above the prior C-wave top as any other C-wave. So in terms of duration and magnitude this C-wave has fulfilled every expectation.
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Sunday, May 08, 2011
Silver Investors Shock and Horror, Where Next? / Commodities / Gold and Silver 2011
By: Clive_Maund
 Silver newbies discovered to their shock and horror last week that silver can   actually go down as well as up, and even worse, that it drops a lot faster than   it goes up. We were partly fooled ourselves last week by the seemingly bullish   COT figures, but not to the extent that it stopped us implementing protection in   the form of Puts, or Calls in silver bear ETFs such as ZSL.
Silver newbies discovered to their shock and horror last week that silver can   actually go down as well as up, and even worse, that it drops a lot faster than   it goes up. We were partly fooled ourselves last week by the seemingly bullish   COT figures, but not to the extent that it stopped us implementing protection in   the form of Puts, or Calls in silver bear ETFs such as ZSL. 
Sunday, May 08, 2011
Gold Shows Relative Strength, Especially Against the Silver Meltdown / Commodities / Gold and Silver 2011
By: Clive_Maund
 Gold's reaction last week was quite modest, given what happened elsewhere,   especially to silver, and with the benefit of hindsight it is quite clear that   it was a good point for it to react as it had the Friday before risen to become   critically overbought on its short-term oscillators.
Gold's reaction last week was quite modest, given what happened elsewhere,   especially to silver, and with the benefit of hindsight it is quite clear that   it was a good point for it to react as it had the Friday before risen to become   critically overbought on its short-term oscillators.
Sunday, May 08, 2011
Speculation Does Not Explain High Crude Oil and Gasoline Prices? / Commodities / Crude Oil
By: Dian_L_Chu
 WTI (West Texas Intermediate) Crude Oil futures traded at its lowest in almost   two months in New York on Thursday, May 5 in its biggest selloff in two years,   plunging 8.6% on the day to below the $100 mark (Fig. 1).  Brent crude on ICE   also dropped as much as $12.17, or 10%, which was the largest in percentage   terms not seen since the Lehman Brothers financial crisis, and the largest ever   in absolute terms, according to FT.
WTI (West Texas Intermediate) Crude Oil futures traded at its lowest in almost   two months in New York on Thursday, May 5 in its biggest selloff in two years,   plunging 8.6% on the day to below the $100 mark (Fig. 1).  Brent crude on ICE   also dropped as much as $12.17, or 10%, which was the largest in percentage   terms not seen since the Lehman Brothers financial crisis, and the largest ever   in absolute terms, according to FT. 

