Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, February 11, 2009
Gold Surges Ahead of Record US Treasury-Bond Sale and China Forex Reserves Warning / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE SPOT PRICE of physical gold bullion touched an 8-session high early in London on Wednesday, turning lower from $927.50 an ounce as world stock markets slipped following Wall Street's shock 5% slump overnight.Treasury-bond prices rose despite a record $21 billion auction of new 10-year notes due today, while crude oil slipped below $38 per barrel.
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Wednesday, February 11, 2009
Gold Surges as Nervous Chinese Begin to Diversiry Dollar Reserves into Gold / Commodities / Gold & Silver 2009
By: Mark_OByrne
Gold surged yesterday (up 2.4% and silver was up 2.3%) as stock markets fell sharply with investors increasingly frustrated and nervous with the lack of details about the US government's latest $2,000 billion bank bailout plan.Read full article... Read full article...
Tuesday, February 10, 2009
Junior Gold and Silver Miners Staged to Climb from New Ground Floor? / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Whether irrational exuberance or the faltering dot-com industry triggered it, the economic downturn of 2001 hit junior resource companies hard. They bounced back in a big way. “Downturn” understates the current scenario, but AlphaNorth Asset Management President and CEO Steve Palmer sees similarities. He looks forward to taking advantage of opportunities “to get in on some of what has now become the new ground floor” and make some “tremendous gains.” While he anticipates more bad news on the employment front, he also tells The Gold Report followers that he believes “we've avoided the abyss” and confidence is returning. Read full article... Read full article...
Tuesday, February 10, 2009
Agri-Foods Prices Advancing in the Face of Strong Mega-trend Fundamentals / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Structural investments are perhaps the most powerful. Gold has, for example, been in a structural bull market for more than a decade. Those political and economic trends that have propelled Gold from $250 were simply a “carnival” ride that had only one way to go, up. The structural deficits of the U.S., which stem from an intellectual deficit in government, meant that Gold had could only go up. All one had to do was identify the structural bull, and remain seated for the entire ride. Read full article... Read full article...
Tuesday, February 10, 2009
Canadian Gold Miners and How to Invest With $5,000 to $10,000 Revisited / Commodities / Gold & Silver Stocks
By: Dudley_Baker
Perhaps you recall about one year ago we had a serious of articles, How to Invest….
We can all agree it has been one hell of a year so we thought it timely to revisit our previous article and see what new light we can shed on your investments decisions. Many of you have lost a substantial amount of monies over the last year, however we encourage you to look at the bright side in that now with the market for the junior's and smaller exploration companies down substantially, your investment dollars allow you to purchase more shares at the current depressed prices.
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Tuesday, February 10, 2009
Gold Recovers on U.S. $1.5trn Financial Aid for Banking Sector / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE SPOT PRICE of wholesale gold jumped 1.2% lunchtime Tuesday in London, rising back above $900 an ounce as world equities ticked lower and the European single currency bounced sharply on the forex market.Crude oil recovered the $41-per-barrel mark. Government bonds rose across the board.
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Tuesday, February 10, 2009
Financial Times Lexx Favours Platinum Over Gold, Is the FT Right? / Commodities / Gold & Silver 2009
By: Mark_OByrne
Profit taking saw gold fall yesterday but continuing very robust demand for physical bullion and gold ETF’s for safe haven purposes means that this is likely another period of consolidation.
There is a dawning realization that we are in the early stages of a severe global recession and possibly even a global Depression. In this uncertain climate for the global financial system and the global economy itself, risk aversion is set to remain elevated and thus demand for physical gold bullion will also remain elevated. As it will for silver but less so for the purely industrial precious metals of platinum and palladium.
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Monday, February 09, 2009
Industrial Commodities Drive Broader Stock Market Trends / Commodities / Investing 2009
By: Richard_Shaw
As we think about possible economic recovery, it may be a good idea to watch the prices of certain materials inputs to industry. Perhaps they will perk up before other parts of the economy farther downstream from raw materials.
Here are weekly, 3-year charts for several basic inputs to industry used to make things and move materials and things around.
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Monday, February 09, 2009
Gold Price Market Manipulation Crime Scene Investigation / Commodities / Gold & Silver 2009
By: Rob_Kirby
Last week on Thursday February 5th, 2009, The President's Working Group On Financial Markets held their first official soiree with former New York Federal Reserve Bank President, Timothy Geithner, installed as President Obama's pick as Treasury Secretary.
In the spirit of “Change has come to America” and transparency, cameras were invited in for the ‘proverbial photo-op' in what was no doubt an attempt to demystify this shadowy organization. You can see this press conference for yourself beginning at the 3:20 minute mark of this video excerpt .
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Monday, February 09, 2009
Natural Gas UNG ETF in Completed Bottoming Formation / Commodities / Natural Gas
By: Mike_Paulenoff
The daily chart of the U.S. Natural Gas Fund ETF (NYSE: UNG) argues strongly that the price structure has completed a rounded 2-3 week bottoming formation that should propel prices towards a confrontation with the 6-month resistance line(s) at 21.20-22.00 in the upcoming hours/days. The UNG needs to hurdle and sustain above 22.40 to trigger more meaningful buy signals that will indicate that an intermediate-term low has been established. Read full article... Read full article...
Monday, February 09, 2009
Precious Metals Regaining Monetary Status / Commodities / Gold & Silver 2009
By: Captain_Hook
Loose in the head. As opposed to Hank Paulson, that's what traders now think of Geithner since he angered China before even getting in the door. They think he's loose in the head. So, delayed as the reaction was since he uttered the words Thursday, the trade bought gold, sold bonds, and who knows, maybe even reversed the dollar ($) despite the fact stocks look set to plunge. In this respect, Geithner's fumble, which is the only way to read that considering China is the US's biggest creditor, is the kind of thing that can cause trend changes, where we will find out soon if this is the case with respect to gold and the $. Read full article... Read full article...
Monday, February 09, 2009
Gold Plunges Below $900 Despite Central Banks Money Printing / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE PRICE OF WHOLESALE gold bullion fell sharply at the New York opening on Monday, dropping 1.8% to a four-session low of $895 an ounce as the US Dollar also slipped on the currency market.World stock markets ticked down despite a fresh wave of central-bank and government aid, but crude oil crept back above $40 a barrel.
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Monday, February 09, 2009
Catastrophic Fall in 2009 Global Food Production / Commodities / Food Crisis
By: Eric_deCarbonnel
After reading about the droughts in two major agricultural countries, China and Argentina, I decided to research the extent other food producing nations were also experiencing droughts. This project ended up taking a lot longer than I thought. 2009 looks to be a humanitarian disaster around much of the world To understand the depth of the food Catastrophe that faces the world this year, consider the graphic below depicting countries by USD value of their agricultural output, as of 2006.
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Monday, February 09, 2009
Platinum and Commodities Bubble, Deflationary Crash / Commodities / Platinum
By: Kyle_L_Lucas
Over the weekend I received a note from a reader asking me to evaluate the market for Platinum. I hope she doesn't mind if I just quote the better part of her note to me: good morning, Lucas. A theme that I'd like you to look at - if it interests you - are platinum futures. The platinum/gold ratio is interesting. I read that the reason platinum sold off so badly was that outfits like GM had to liquidate their usual 6 month supply stockpiles. I've been noticing that some of the producers in the PGM sector have been 'coming alive'; and showing some pretty good relative strength, even in relation to gold miners. Anyway, looking at this etf, PGM, also showing signs of life...as you know, PGM holds futures; I would be inclined to buy it; but don't know how to evaluate the contango issue; so don't know whether a buy here would be a losing play because of the 'roll premium' drag, as it has been, and will continue to be (i believe; but wtf do I know?) with USO, which I would not buy.Read full article... Read full article...
Monday, February 09, 2009
Silver Surges But Remains Undervalued Compared to Gold / Commodities / Gold & Silver 2009
By: Mark_OByrne
Gold fell some 1.5% last week as investors took profits with gold having been up some 10% in the previous three 3 weeks. But the short and medium term prospects look sound in the light of strong fundamentals and some important indicators – silver was up by another 4.2% last week and the gold mining indices were also higher (XAU +4.6% and HUI +2.3%). The mining indices are often a leading indicator and silver usually underperforms gold in the early stages of rallies and outperforms in the latter. Silver’s recent strength (up by some 15% since the start of the year) may be a prelude to higher gold prices in the coming weeks. Read full article... Read full article...
Monday, February 09, 2009
Crude Oil Trading Range Tightens / Commodities / Crude Oil
By: Kingsley_Anderson
Contrary to early 2008, oil and the stock market are now marching in lock-step. As the stock market's trading range tightened, oil's has done likewise. Is crude setting up to take-off? As one may already know, explosive moves in either direction usually occur after a tight consolidation. However, in which direction it may go is difficult to say at this time. Read full article... Read full article...
Monday, February 09, 2009
Fresh Water Investing: California Drought Reveals the “New Oil” / Commodities / Water Sector
By: Investment_U
David Fessler writes: A few weeks ago, during a particularly bad cold snap, we had a pipe freeze underneath our 200-year-old farmhouse, causing us to go without water for a few days. I eventually managed to unfreeze the pipe, but there was no question it was disruptive for a busy household of four. Read full article... Read full article...
Sunday, February 08, 2009
Gold in Bullish Trend Channel at Key Resistance Levels / Commodities / Gold & Silver 2009
By: Merv_Burak
The price of gold is hitting its head up against the ceiling set by the top activity from the Sept/Oct highs. Is it time for some downside action?
GOLD : LONG TERM - Due to some time constraints this week's commentary will be short and to the point. Just the facts.
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Sunday, February 08, 2009
COPPER- Upside Breakout Imminent, Implications for Commodities... / Commodities / Metals & Mining
By: Clive_Maund
Although copper may seem like a sideshow it is actually very important, for it is a barometer of changes in the world economy. In retrospect it is easy to see on its long-term chart below that its refusal to break higher for several years from what turned out to be a major top area was a warning that all was not well with the world economy. The breakdown from the lower support line of the top area led to a crash back to the first major support level where it has stabilized. It remains wildly oversold, as shown by the huge gap between the 50 and 200-day moving averages. Read full article... Read full article...
Friday, February 06, 2009
Brian Tang: Bullish on Finite Natural Resources Investing / Commodities / Resources Investing
By: The_Gold_Report
Since 2003, Fundamental Research Corp. (FRC) has been focusing on companies not widely followed by brokerage firms, bringing investors and undervalued small and micro cap companies together. In this exclusive interview with The Gold Report, FRC founder Brian Tang and his crew forecast the primary driver of base metal prices in 2009, the future of gold and copper and the infinite upside of investing in finite resources. Read full article... Read full article...