Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Sunday, October 11, 2009

Gold Enters Uncharted Waters / Commodities / Gold & Silver 2009

By: Tim_Wood

Given the recent move to new highs in gold, I feel that a brief discussion on this topic is in order. As everyone knows, gold made a major bottom in 2001.  This is where the most recent secular bull market in gold was obviously born.  From a cyclical perspective, this was a 9-year cycle low, which is the dominant longer-term cycle in gold.   In reality, this cycle has historically averaged 98.6 months, or 8.2 years in duration from low to low.  

Sunday, October 11, 2009

Get Physical with Gold, Strategy for Protection and Profit / Commodities / Gold & Silver 2009

By: DeepCaster_LLC

(In a meeting allegedly held by the Gulf States, China, Russia, Japan and France it was decided--) “to end dollar dealings for oil, moving instead to a basket of currencies including the Japanese Yen, the Chinese Yuan, the EUR, and a new unified currency planned for nations in the Gulf Cooperation Council.” - Report in The Independent by Robert Fisk October 6, 2009 

Saturday, October 10, 2009

Can the G-20 Halt the Gold Bull Run? / Commodities / Gold & Silver 2009

By: Julian_DW_Phillips

The G-20 meeting last week was hoped to be a watershed for the global economy. It was hoped that accepted that there has to be a global solution to the financial crisis that triggered the credit crunch and the worldwide recession. Those solutions had to include the full cooperation of other key governments, including China, before we could hope for a sound recovery of the global economy. If we have more superficial statements with no real action, expect yet another crisis as confidence is lost, not only in currencies, but in global money systems. You all know the old adage, "Cheat me once, shame on you cheat me twice, shame on me." Just how much 'spin' can the globe take, before losing heart?

Friday, October 09, 2009

Mickey Fulp: Rare Earth Metals Are 'Flavor of the Year' / Commodities / Metals & Mining

By: The_Energy_Report

Shifting gears from gold to energy, Mercenary Geologist Mickey Fulp focuses on the latest rage: rare earth elements (REEs). In this exclusive interview with The Energy Report, Mickey discusses China's monopoly on REEs and the resultant shock waves still rocking Western industrialized countries and Japan. While fear of China protectionism looms, Mickey sees plenty of opportunity in "cream-of-the-crop North American companies" that are presently undervalued.

Friday, October 09, 2009

Clif Droke Looks at Producer Expectations for Gold, Base Metals Prices / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Gold is at an all-time high and the XAU index has recently achieved a new recovery high for the year. Is there a basis for this latest gold and silver stock rally in light of the recent 10-year cycle peak? What would be the justification for it based on the cycles? According to savvy market technician, seasoned chart reader and cycle analyst Clif Droke, the answer is that investors are responding to the 10-year cycle peak by running to the precious metals and its related vehicles by treating them as safe havens. The public's fear of a dollar collapse is no secret and has reached the saturation point

Friday, October 09, 2009

Gold, Is This the Top or How High to Go? / Commodities / Gold & Silver 2009

By: Przemyslaw_Radomski

I just love it when I run across an article like the one I just read in the Wall Street Journal this week.

The headline said: “Gold is Still a Lousy Investment.”

I read it differently as: “Gold Still Has a Long Way to Go.”

Friday, October 09, 2009

Central Banking: A Blight On Humanity / Commodities / Central Banks

By: Rob_Kirby

Impeccably reliable sources have informed me that as recently as Sept. 30, 2009 – the last possible day of trade in the Sept. 09 gold futures – a number of well-heeled market participants “bought” substantial tonnage worth of gold futures on the London Bullion Market [LBMA] and immediately told their counterparties they wanted to take instantaneous delivery of the underlying physical bullion.

Friday, October 09, 2009

Gold Futures Commitment of Traders Analysis / Commodities / Gold & Silver 2009

By: Zeal_LLC

With gold forging glorious new record highs (in nominal terms), traders’ interest in this metal’s 8-year-old secular bull is ballooning rapidly.  And like most commodities, the lion’s share of gold trading happens in the futures markets.  So the tactical gold-price action at any given moment is usually dominated by futures buying and selling.

Friday, October 09, 2009

Gold Pullback From New Record Highs Winning Streak / Commodities / Gold & Silver 2009

By: GoldCore

After recording new record nominal highs on three consecutive days, gold appears to be taking a well earned breather. It has held steady above $1040.00/oz at the present time and looks set to record another higher weekly close and a historic record weekly close. It has retreated somewhat from record highs due to some profit taking and a partial recovery of the dollar.

Friday, October 09, 2009

Gold, Crude and Copper – Tis the Seasonal to be Checking / Commodities / Commodities Trading

By: John_Winston

As we move into another quarter it is always good to review the seasonal aspects of the market so as to have an idea what (on average) usually happens. The hard assets (and the paper ones too) have amassed quite a rally over the year.

Friday, October 09, 2009

Dow to Gold Ratio Update / Commodities / Gold & Silver 2009

By: Adam_Brochert

The Dow to Gold ratio is something I harp on again and again. Why? Well, two reasons. The second I'll mention later. The first reason is that it is a very big step for stockbugs to step away from their addiction with all things Wall Street. The long term chart of the Dow to Gold ratio tends to induce cognitive dissonance in stockbugs and may help them get to rehab. In other words, to change their thoughts on investing "for the long haul." Most Americans of investing age right now are bred to be stockbugs and are saturated with messages about investing in stocks that are, quite simply, ridiculous and biased.

Friday, October 09, 2009

Gold Strong Uptrend Remains Intact / Commodities / Gold & Silver 2009

By: Adrian_Ash

THE PRICE OF GOLD ticked lower with equities, government bonds and crude oil in London dealing on Friday, but headed towards the US Columbus Day weekend almost 5% higher for the week.

The US Dollar meantime fell from an overnight rally, helping gold priced in Euros slip back 1% from Thursday's new 7-month high of €717 an ounce.

Friday, October 09, 2009

Silver, the U.S. Dollar and the Two American Citizenships / Commodities / Gold & Silver 2009

By: Christopher_Quigley

"To me, the most ominous flaw in our constitutional set-up is the fact that the federal government does not have control over money and credit and does not have control of corporations. It is therefore not really sovereign. And it is not really responsible, because it is now controlled by these two groups, corporations, and those who control the flows of money. …….

Friday, October 09, 2009

U.S. Dollar Bottoming and Gold Bullion Topping Forecasts / Commodities / Financial Markets 2009

By: Ronald_Rosen

The U. S. Dollar Index is bottoming or has bottomed today and will rise for approximately one year in Wave [C] up.

Gold bullion is peaking or has peaked and will decline for approximately one year in Wave [C]down.

Friday, October 09, 2009

Gold Touches a New Record High / Commodities / Gold & Silver 2009

By: Bill_Bonner

“Gold continues to climb…stoked by inflation worries,” says a headline in the International Herald Tribune.

Yesterday, it touched a new record – $1,050 – even as the dollar rose, oil slumped under $70 and stocks dipped very slightly.

Thursday, October 08, 2009

Crude Oil Prices to Remain Inflated, but Don't Pass on Natural Gas / Commodities / Energy Resources

By: The_Energy_Report

Ranked #3 on Forbes' Best Brokerage Analysts for 2009, Oppenheimer Senior Analyst Fadel Gheit sat down with The Energy Report to shed light on existing conditions in the oil and gas sector. In terms of oil prices, "financial players are more in control now than oil companies or OPEC," according to Fadel, who is currently more bullish on gas than on oil. "Despite the fact that gas stocks gained significantly this year," he says, "we think the upside potential remains great."

Thursday, October 08, 2009

Taking Profits on Silver SLV ETF / Commodities / Gold & Silver 2009

By: Mike_Paulenoff

This is what I wrote just before the opening bell regarding the iShares Silver Trust ETF (NYSE: SLV):  "My work argues that the measured upside move off of the Sep-Oct base pattern has hit its target in the vicinity of 17.35/40, which more often than not is a compelling reason to EXIT the market, at least for a little while, to give ourselves some time to reassess the technicals as well as our committment level to wanting to continue to have a long position in the aftermath of a rapid climb from 15.64 to 17.53 or 12%."

Thursday, October 08, 2009

Gold Says "Cash is Cheap" as Policy-Makers Apply "Quick-Fix Stimulus" Once Again / Commodities / Gold & Silver 2009

By: Adrian_Ash

THE PRICE OF GOLD rose yet again in Asia and London on Thursday, hitting fresh all-time Dollar highs for the third day running in what one dealer called a "relentless [move] as fresh investment money continues to flood into the bullion market."

Thursday, October 08, 2009

An Alternative to Gold That You May Find Interesting / Commodities / Gold & Silver 2009

By: INO

There is no doubt about it - gold is getting a lot of press and media attention lately. So the question is, is the move in gold over or is it just beginning?

Thursday, October 08, 2009

Gold New Record High at $1,058/oz but Remains Less than Half its Real Price of 30 Years Ago / Commodities / Gold & Silver 2009

By: GoldCore

Gold continues to push higher and took out resistance of $1,050/oz yesterday and moved toward $1,060/oz before retreating slightly. With investors continuing to allocate funds into the gold market, the next target is likely to be an assault on the psychological $1,100/oz level. Increasing concerns of a double dip recession and of the outlook for major currencies is leading to continuing robust investment demand (significant gold ETF demand in recent days).