Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, October 26, 2010

Gold in a Low-Inflation Environment, Part II / Commodities / Gold and Silver 2010

By: Adrian_Ash

"There is too little money in the economy."    – Bank of England governor Mervyn King, 19 October 2010

SO the FEDERAL RESERVE is dead-set on creating inflation, and it's plain to see why.

Household debt in the US now stands so large, paying it down to 2001 levels – as a proportion of income – would require a drop in consumer spending of $2.7 trillion, some 18% of this year's gross domestic product. Deleveraging to 1990 levels of gearing (again, a then-record at the time) would cost US households $3.5 trillion, well over a quarter of their 2010 incomes.

Tuesday, October 26, 2010

Has Gold Price Peaked? / Commodities / Gold and Silver 2010

By: Julian_DW_Phillips

G-20 meeting limited competitive devaluations - Even the media now treats G-20 meetings as either non-events or highlights the emptiness of their concluding resolutions. We shouldn't continue to look to them for real change or commitment. But this weekend's meeting produced more than expected in the statement that was made that nations had agreed to not continue 'competitive devaluations'. The only nation admitting to such practices is Japan. As markets opened on Monday the Yen rose against the dollar to a new 15-year high at 80.2 before falling back to 81.29 ahead of New York's opening bell. All eyes are on the Yen to see what really is important to Japan, international interests or national ones.

Tuesday, October 26, 2010

Silver will bottom at $22, then $45 by March 2011, then crash to $25 / Commodities / Gold and Silver 2010

By: Shelby_H_Moore

Let's compare to the dip during 2005-2006 silver rocket

Notice how in Dec. 2005, silver broke below the trend-line, then the trend-line was resistance during the remainder of the dip. Then notice how silver recently broke below the trend-line. Thus I expect silver to reach no more than about $24, before it falls again.

Tuesday, October 26, 2010

Gold and Silver Reverse Dollar Bounce on Profit-Taking / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD unwound yesterday's 1.5% gain vs. the Dollar in Asian and London trading on Tuesday, slipping as the US currency recovered from sharp losses against crude oil, world equities and the Euro.

"Gold was well offered" at the start of London trading today, says one dealer.

Tuesday, October 26, 2010

Gold and Silver Drift as Federal Reserve Will Target $2 to $4 Trillion in Bond Buys / Commodities / Gold and Silver 2010

By: GoldCore

Slight dollar strength has contributed to gold and silver falling marginally in London trading so far today. Physical demand remains robust with buyers continuing to accumulate on the dips. With monetary easing set to continue and indeed deepen in the coming months this is likely to continue. Support is at $1,317/oz and resistance is at $1,348/oz and $1,385/oz.

Tuesday, October 26, 2010

China's Rare Earth Metals Revenge, U.S. Military Vulnerable / Commodities / Metals & Mining

By: Jennifer_Barry

While China has slowly increased their market share in rare earth metals for decades, this year marks a quiet crisis in these elements. As James Dines reported in a recent interview,  the Chinese now produce 97% of rare earth oxides and have cut back sharply on exports, slashing them 72% for the second half of 2010. These quotas are causing price spikes from panic buying.

Monday, October 25, 2010

Gold Reacts and Mining Sector Benefits / Commodities / Gold and Silver 2010

By: The_Gold_Report

In this exclusive interview with The Gold Report, investor, mathematician and former fund manager Michael Berry, PhD, tells us he is bullish on gold, which he expects will double or more in price in the not-too-distant future. In the meantime, with organizational skills developed in a previous career as professor of investments, Berry has created a 10-point "Discovery Investing" (DI) model by which all stocks in his universe are graded. For his own portfolio and as well as his Morning Notes newsletter, he has staked out plays on several small- and micro-cap mining stocks that he expects will perform quite well through either price appreciation on discoveries or takeover.

Monday, October 25, 2010

Gold Continues to Outshine the Field / Commodities / Gold and Silver 2010

By: Pete_Grant

Peter Grant writes: It has been another stellar year for gold, which appreciated 31.26% in the 12-month period ended September 30, 2010. Only the Liv-ex 100 Fine Wine Index performed better, albeit nominally so. Nonetheless, let’s raise a glass to those two fine investments, gold and wine! No wait! Not the good stuff!

Monday, October 25, 2010

The Myth of Peak Oil and Why Peak Oil is Overrated / Commodities / Crude Oil

By: Maninder_Batra

While the peak oil theorists keep consistently declaring that the world oil is going to peak and that society is going to collapse soon afterwards .But these peak oil theorists only consider conventional onshore oil while making their apocalyptic prophecies .but they do not consider the development of new technologies that have enabled the extraction of heavier and unconventional oils like tight oil, bitumen tar sands, extra heavy oil, oil shale.

Monday, October 25, 2010

Buyers Pour into Gold and Silver Rally After G20 Failure / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF PHYSICAL gold bullion rallied 1.2% against the Dollar and 0.8% against the Euro in Asian and early London trade on Monday, rising as "buying poured into the market" after the weekend's inconclusive G20 summit, according to one Hong Kong dealer.

"It was practically a one-way street. Every pullback was minimal and attracted more buying."

Monday, October 25, 2010

Gold $1,400, Marc Faber Will Never Sell Gold as Long as Bernanke Keeps Printing Money / Commodities / Gold and Silver 2010

By: Videos

Gold on reaching 1400, Marc Faber says he will never sell his Gold as long Bernanke keeps printing money.

Monday, October 25, 2010

Gold at the Foothills of a Market Mania / Commodities / Gold and Silver 2010

By: Jeff_Berwick

The connotation of "foothills" is a perfect way of stating precisely where we are at in the collapse of the US Dollar based global financial system and the return of the king, gold, as money.  It is perfect because while we are certainly seeing a movement towards a mania, with gold hitting fresh all-time highs in US Dollar terms on almost a daily basis throughout September and much of October, we are still far from reaching the top of the mountain.

Sunday, October 24, 2010

Has Gold Fallen Far Enough? Not Necessarily / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

We’ve heard a lot about the currency war, but next thing you know they’ll be calling it the McCurrency War. If we needed any proof that the Chinese yuan is 40 per cent undervalued, we finally got it from the Economist. The magazine’s famous Big Mac Index compares the prices of a Big Mac in various countries making exchange rate theory more easily digestible.

Sunday, October 24, 2010

Gold Price Drop Nothing Unusual After a Long Bull Run / Commodities / Gold and Silver 2010

By: Merv_Burak

It was a bummer of a week but progressed as expected.  So far the decline in gold price is nothing unusual and after a long upward climb, to be expected.  How far down?  That’s a good question.  Good support around the $1250 mark but it might not even go that far.  Stay tuned.

Sunday, October 24, 2010

Gold Five Wave Bull Market Top? / Commodities / Gold and Silver 2010

By: Ronald_Rosen

“Time is the most important factor in determining market movements because the future is a repetition of the past and each market movement is working out time in relation to some previous Time Cycle.”

“You should always figure the time from any top or high level to the next top or high point. Also figure the time from any low level to the next low level. Then figure the time from a low level to a high level and the time from the last high level down to the low level. By doing this, you will know when Time Periods balance or come out about the same as a previous move. This is balancing of time. By knowing these dates and prices, it will help you to determine the duration of the next move.”

Sunday, October 24, 2010

Gold and the Great Depression; the Great Myth / Commodities / Gold and Silver 2010

By: Paul_Mladjenovic

As I peruse the usual financial sites that I am also fortunate to be on, I noticed an article that made a reference about gold and the Great Depression. The writer normally covers investing and the financial markets but this time he veered into a topic that I have had a keen interest in since my college days; the Great Depression.

Sunday, October 24, 2010

Lunar Gold Rush as NASA Discover Precious Metals on the Moon / Commodities / Gold and Silver 2010

By: Pravda

Scientists have discovered that the surface of the Moon does actually contain deposits of the precious metal.
They made the "surprise" discovery after blasting a rocket into a lunar crater last year in order to find out whether it contained water.

Sunday, October 24, 2010

Hot Commodities, The Place To Be Invested / Commodities / Investing 2010

By: Charles_Maley

As one watches the day to day advice on CNBC, you will notice that we are inundated with stock advice. Bank of America this, Goldman Sachs that, and of course Apple Computer will run the world shortly. But when it comes to commodities, they are rarely explored with the exception of gold, copper and oil.

Saturday, October 23, 2010

Negative Technicals for Gold / Commodities / Gold and Silver 2010

By: Mike_Paulenoff

As our proxy for gold, let's have a look at the big picture of the SPDR Gold Shares ETF (NYSE: GLD). As we enter the final hour of the week, let's notice that the GLD appears to have held lows in the 128.80 area against its July-October up trendline, which preserves its near term uptrend. That said, however, the "Island (Cluster) Top" that was put in during the Oct 14-Oct 19 timeframe remains valid and represents a very powerful negative technical influence on the GLD.

Saturday, October 23, 2010

Hold on to Gold, U.S. Government and Banks are Lying on Unemployment and Mortgage Fraud / Commodities / Gold and Silver 2010

By: The_Gold_Report

Predicting ongoing waves of mortgage delinquency, illiquidity and bank insolvency, 321gold's Bob Moriarty envisions a temporary financial holiday followed by a return to the gold standard. While he finds several solid investment opportunities among mining equities, he says the safest strategy is having "a $20 U.S. gold piece in your right hand and a 1 oz. gold bar in your left." In this exclusive interview with The Gold Report, Bob explains how the U.S. government "is lying" about unemployment figures and banks "are lying" about supposed mortgage reviews that find no fraud involved and recommends investors have "a triangle of investments"—the most important of which are physical precious metals.