Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, January 11, 2010

Dollar Trend and Gold Technicals and Hint at Further Downside / Commodities / Gold and Silver 2010

By: Douglas_V._Gnazzo

This past week the dollar did not seem to have as great of an impact on other markets as it usually does. Some investors believe a decoupling is taking place. I’m not convinced, at least not yet.

One week does not constitute a trend. The dollar’s December rally did not negatively affect the stock market, however, that may not continue to be the case. Time will tell. As the charts below show, the dollar has formed a falling flag. Whether the dollar breaks up or down out of the flag will have repercussions in other markets.  

Sunday, January 10, 2010

Gold Bounces Off Long-term Critical Suppport Trend Line to Target $1575 2010 / Commodities / Gold and Silver 2010

By: Merv_Burak

The first full week of trading in three weeks has been kind of positive but not all that bullish.  Speculators are slowly dragging themselves away from their vacation spots and greater trading activity is expected over the next few weeks.  For now, let’s see where we are.

Saturday, January 09, 2010

Why You Should Care About DJIA Priced in Gold / Commodities / Stock Markets 2010

By: EWI

"The Real Dow" has proven to be a good leading indicator for nominal DJIA.

Vaid Pokhlebkin writes: The following article is provided courtesy of Elliott Wave International (EWI). For more insights that challenge conventional financial wisdom, download EWI’s free 118-page Independent Investor eBook.

Saturday, January 09, 2010

Trey Wasser: Identifying Stars in the Mexican Precious Metals Universe (Part I) / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Trey Wasser, who designed the Mexican Gold & Silver Explorers Model to track junior explorers and producers as they define and develop precious metal assets and bring them into profitable production, took a breather from his frequent travels south of the border to spend some time with The Gold Report. Trey's model-based index has enjoyed a 250% increase since inception in January 2007—including no loss in the 2008 crash—so he clearly has a keen eye for what it takes to make a winner. Better yet, he willingly shares insights on lots of his favorites in Part I of this exclusive interview. More to come on Monday, January 11.

Friday, January 08, 2010

Gold Moves Higher, Start of a New Upleg? / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

The decade just ended was one in which the U.S. endured two market crashes, one at each end of the decade, the terrorist attacks of 9/11, a war in Afghanistan and a fiasco in Iraq that still drag on, Wall Street scandals highlighted by Enron, Hurricane Katrina, and the recent near economic meltdown. Is it any wonder then that Time Magazine couldn’t quite decide how to call this decade? The magazine came up with a few names: Decade from Hell, or the Reckoning, or the Decade of Broken Dreams, or the Lost Decade.

Friday, January 08, 2010

HSBC Says "Get Your Gold the Hell Outta Here!” / Commodities / Gold and Silver 2010

By: Casey_Research

Doug Hornig writes: That’s the directive that came down from HSBC USA in late November.

It seems that everyone these days wants gold. Real, physical gold coins that they can hold in their hands, or bars that they’re assured are resting safely in a well-guarded vault. HSBC’s New York vault, for example, buried deep below its 5th Avenue tower, where it has stored people’s gold since it inherited the facility from Republic Bank a decade ago.

Friday, January 08, 2010

One More Nail In The Coffin Of The Gold Bears / Commodities / Gold and Silver 2010

By: Peter_Degraaf

“The State is that great fiction by which everyone tries to live at the expense of everyone else.”  ….. Frederic Bastiat.

The bullish case for gold continues to build.  The old adage ‘more dollars chasing fewer goods’ is particularly apt for gold.

Friday, January 08, 2010

Gold Price Spikes Higher as U.S. Jobs Report Disappoints / Commodities / Gold and Silver 2010

By: LiveCharts

Just when it appeared that the gold price was ready to reverse its long-running and fast-paced upward trend, speculators have begun to jump back in. After falling to a 60-day low of $1,080.50, the price of gold reached its highest point in just over a month at the close of New York trade on January 6th.

Friday, January 08, 2010

Inflation Pressures Heating Up, Again! / Commodities / Inflation

By: Guy_Lerner

The composite indicator that measures the trends in gold, crude oil, and yields on the 10 year Treasury will end the week in the extreme zone, and this should be a headwind for equities. Inflation pressures, whether real or perceived, are heating up. See figure 1 a weekly chart of the S&P500 with the indicator in the lower panel.

Friday, January 08, 2010

Gold Price Suppression and Management to End / Commodities / Gold and Silver 2010

By: Julian_DW_Phillips

Is the Gold Price really Managed or Suppressed?

We have absolutely no doubt that the gold price has been and may well be, being either suppressed or managed.

Friday, January 08, 2010

Copper Bull Market Correction / Commodities / Metals & Mining

By: Zeal_LLC

Copper has enjoyed a spectacular run higher.  In calendar 2009 as it emerged out of the stock-panic-induced commodities-price crash, it rocketed 153.2% higher!  Such performance is just staggeringly good, even by the high post-panic standards.  Over this same span the flagship CCI commodities index (which includes copper) only rallied 32.1%.  And gold, which captivated traders in recent months, was only up 24.3% in 2009.

Friday, January 08, 2010

U.S. Dollar vs. Gold Forecast 2010 / Commodities / Gold and Silver 2010

By: Oakshire_Financial

In my last column, my predictions for 2010 (or at least the first part of it) were that both the stock market and commodities are destined for a fall, and that the dollar is the only major asset primed for a significant rise. This generated such reader comments as...

Friday, January 08, 2010

Gold Stocks and The Market Forecast for 2010 / Commodities / Gold and Silver 2010

By: Submissions

David Banister writes: I wrote a post here for ATP called “The bull case is not dead yet”. This ended up as an article on 321Gold.com, which you can review here: Bull Not Dead Article- Banister. I stuck my neck out, which I love to do once in awhile when the contrarian mood strikes me. I wrote a Feb 25th article this year going very bullish on the markets when everyone was bearish. I wrote an article in early August going very bullish gold and gold stocks, when they were not in bull mode. Obviously, if you stick your neck out enough you’ll get your head chopped off, but I only write these every 3-4 months or so… so far, so good.

Friday, January 08, 2010

Platinum in the Fast Lane / Commodities / Platinum

By: Sean_Brodrick

Many investors know their way around gold or crude oil, but not a lot know what they need to know about platinum. And that’s too bad, because it’s becoming easier than ever to invest in platinum, with a third platinum exchange-traded fund about to make its debut in the U.S. That doesn’t mean you should rush out and buy it — there are some pros and cons to this metal, with potential for rich rewards and equally big losses for the unwary.

Friday, January 08, 2010

Still Bullish on Gold and Gold Stocks 2010 / Commodities / Gold and Silver 2010

By: Adam_Brochert

Still all in on Gold and the Gold sector. My Gold is not for sale or trading, it is my cash and cash is king in a secular bear market. My Gold stocks are speculative vehicles with significant inherent risk that I largely trade in and out of, for better or for worse. I remain rabidly bullish on Gold and Gold stocks at current levels.

Friday, January 08, 2010

Non-Farm Payrolls Sends Gold Higher and Dollar Lower as U.S. Job Losses Continue / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE WHOLESALE PRICE of gold bullion jumped after falling sharply in Asian trade on Friday, hitting $1130 an ounce after the United States reported much-worse-than-expected job losses for December.

Falling by 85,000 against forecasts of a possible rise, non-farm payrolls shrank for the 23rd month running, taking the total number of jobs lost since Jan. 2008 to 6.4 million.

Friday, January 08, 2010

Commodity Trading Insights for 2010, Interview With Trader Vic / Commodities / Commodities Trading

By: Charles_Maley

Written by Lara Crigger : Victor Sperandeo (also known as “Trader Vic”) is one of the world’s most outspoken commodities traders, with over 40 years of market experience. He has invested independently for the likes of George Soros, Leon Cooperman and BT Alex Brown, and has written a book, “Trader Vic on Commodities.”  

Friday, January 08, 2010

Manufacturing Our Economies and the Gold Coup of the Decade / Commodities / Gold & Silver Stocks

By: Miles_Banner

The Dollar fell against six other currencies on the U.S. Dollar Index on the back of news from Federal Reserve Governor Elizabeth Duke that “moderate” economic growth is likely to lead to sustained low interest rates.

So whilst the Dollar seems to be struggling but still afloat, the American manufacturing industry seems to be, dare I say, beginning to show symptoms of a recovery.

Friday, January 08, 2010

Sugar Surge Reaches Key Fibonacci Area / Commodities / Commodities Trading

By: Seven_Days_Ahead

Last year’s acceleration upward in Sugar prices to a September peak was initially succeeded by bear enthusiasm. This faded in Q4 of 2009 and a bull resurgence has seen new highs, quickly reaching the next technical area on the long term chart – but it could be a struggle to push through this.

Friday, January 08, 2010

The Price of Construction Materials Is About to Soar / Commodities / Investing 2010

By: DailyWealth

Tom Dyson writes: If you want to know what's going on in the economy, you need to watch the price of lumber...

Housing is the most important asset class in America. When house prices fall, banks fail, consumers cut back, unemployment rises, and the economy collapses. But when house prices are strong, the economy rebounds.