Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, October 19, 2011
Believe in Oil and Uranium / Commodities / Energy Resources
By: The_Energy_Report
Steve Palmer, chief executive of Toronto investment firm AlphaNorth Asset Management, scans the market for inefficiencies. And it pays off in the long term. While comparable market benchmarks are down as much as 46%, his small-cap fund has returned nearly 200% since its launch in 2007. In this exclusive interview with The Energy Report, Palmer explains why his long-term vision makes him a continued believer in oil and uranium.
Wednesday, October 19, 2011
Who’s Right About Commodities: Bears or Bulls? / Commodities / Commodities Trading
By: Marin_Katusa
Marin Katusa, Casey Research writes: In the last few weeks a slow slide in commodity prices – metals in particular – has turned into a full-scale nosedive.
All through 2011 copper had remained essentially between US$4 and $4.50 a pound, but on September 11 it dropped below that range and didn’t really stop falling until October 4, when it bottomed at $3.05. Aluminum gained ground in the first half of the year to reach $1.24 per lb. in April, but after losing 10% in the last 30 days it is back below that, at $0.96. The spot price of nickel lost 19% in the last month; zinc prices fell 17%. Precious metals were not spared either: The price of silver shed a whopping 33% in 30 days, while gold is currently down 15% compared to its price on September 6.
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Wednesday, October 19, 2011
Reasons Why Some Analysts are Predicting Lower Gold and Silver Prices Ahead. (Not me!) / Commodities / Gold and Silver 2011
By: Peter_Degraaf
With all of the money printing that is going on worldwide, it beats me why a number of analysts are predicting that the price of gold and silver is going to fall, after gold has just corrected by 19% and silver by 40%.
Tuesday, October 18, 2011
UK Inflation Rises Again to 5.2% - Ultra Loose Monetary Policy May Lead to Stagflation / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at USD 1,656.50, EUR 1,211.20, GBP 1,054.00, JPY 127,093.00, AUD 1,634.70 and CHF 1,494.10 per ounce.
Gold’s London AM fix this morning was USD 1,658.00, GBP 1,054.64 and EUR 1,211.19 per ounce.
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Tuesday, October 18, 2011
Alternative Misery Index Drives Gold Demand / Commodities / Gold and Silver 2011
By: Michael_J_Kosares
Misery loves company, and particularly the company, comfort and security of gold. Since the financial breakdown of 2008, the Misery Index -- unemployment and inflation added together -- has been in a steep upward trajectory, so has the demand for gold coins and bullion.
Tuesday, October 18, 2011
Oil: The New Financial Product / Commodities / Crude Oil
By: Keith_Schaefer
Retail consumers of oil – and retail investors of oil – are the big losers now that oil has become a financial product, says Dan Dicker, author of Oil’s Endless Bid.But the irony is they’re doing it to themselves—by buying oil ETFs (Exchange Traded Funds) and ETNs (Exchange Traded Notes) and other financial derivative products based on oil.
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Tuesday, October 18, 2011
Developing Economies Driving Commodities Super-Cycle / Commodities / Commodities Trading
By: Richard_Mills
The Reuter's CRB index reached record levels in 2010 - why?
- Raw materials shortages
- Infrastructure constraints
- Resource nationalism
- Emerging market demand
- Technological innovation
- Speculation
- Intense weather pattern changes
Tuesday, October 18, 2011
Compelling Case for Urgent Action in the Global Food System / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
UK Government Office of Science report on global food situation, The Future of Food and Farming (2011):Challenges and choices for global sustainability is likely to become the benchmark for such research, and will be quoted extensively in the years ahead. Sir John Beddington, Chief Scientific Advisor to HM Government, summarizes the situation well in the preface to this 200+ page report,
Monday, October 17, 2011
Will Weak Bank Earnings Force Investors into Gold? / Commodities / Gold and Silver 2011
By: Eric_McWhinnie
Early Monday, gold climbed to a three-week high as global noise continues to confuse investors. Gold and silver both turned in strong performances last week as the US dollar came off its highs due to progress made in Europe. Over the weekend though, Germany decided to clear the air on the bailout euphoria.
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Monday, October 17, 2011
Which Gold Miners Have Largest Upside? Buyouts Crystallize Value in the Market / Commodities / Gold and Silver 2011
By: Frank_Holmes
There’s value in the market. That’s the message the market is sending through the recent strategic acquisitions in the energy and gold mining spaces.
Last week it was announced that Sinopec, a large Chinese oil and gas company, is purchasing Canadian energy company Daylight Energy for $2.1 billion in cash. The deal was struck at a whopping 120 percent premium to Daylight’s share price prior to the announcement and a 43.6 percent premium over the 60-day weighted average price, according to Reuters.
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Monday, October 17, 2011
Silver's Savage Correction Appears to be Complete / Commodities / Gold and Silver 2011
By: Clive_Maund
Silver’s 3-wave A-B-C correction is believed to be complete, with the savage A and C waves serving to both flush out and wipe out Large and Small Specs and transfer their assets to Big Money interests. Like gold its suspected bear Pennant of a week ago now looks more like a completing base pattern, and also like gold it has risen to arrive at an important resistance level which is centered on $33.
Monday, October 17, 2011
Gold Breakdown to Provide Final Opportunity to Load Up Ahead of Major Rally / Commodities / Gold and Silver 2011
By: Clive_Maund
News has come in that "Germany and France are spearheading a multi-trillion dollar “shock and awe” programme expected to be agreed next weekend and presented the following week at the G20 summit in Cannes. The international community may provide further support after the G20 agreed that the IMF should “consider new ways to provide on a case by case basis short-term liquidity to countries facing systemic shocks”.
Monday, October 17, 2011
The Illogical Gold Bull Market? / Commodities / Gold and Silver 2011
By: Bill_Bonner
Nothing much to talk about in the markets yesterday.
We had been expecting a bigger sell-off in the price of gold. The metal went down, about $300 if we recall correctly, but not as much as we expected.
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Monday, October 17, 2011
Gold and Stock Rallies Fade, "We'll Solve the Crisis" say Euro Leader / Commodities / Gold and Silver 2011
By: Ben_Traynor
THE SPOT MARKET Dollar price to Buy Gold rose to $1694 an ounce Monday morning – the highest level since September 23 – before dropping back to roughly where it ended last week.
"[A gold price of] $1,650 should remain as good support with sovereign and physical bids coming in at that level," reckons one London bullion dealer.
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Monday, October 17, 2011
Gold Trading in Hong Kong on 'Triple Demand' - China Positioning CNY as Reserve Currency / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at USD 1,686.70, EUR 1,218.80, GBP 1,069.29, JPY 130,327.94, AUD 1,634.84 and CHF 1,506.12 per ounce.
Gold’s London AM fix this morning was USD 1,689.00, GBP 1,069.33 and EUR 1,217.65 per ounce.
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Monday, October 17, 2011
Barrick Gold Corporation: Buy, Sell or Hold? / Commodities / Gold & Silver Stocks
By: Bob_Kirtley
Barrick Gold Corporation (ABX) has a market capitalization of $48.21bln and is the largest gold mining company in the world. There are 999 million shares in circulation, 72% of the companies stock is held by the Institutions and it is reasonably liquid in that its average volume of shares traded is between 4 and 8 million per day, however, it can spike to 100 million shares on a very busy day.
Sunday, October 16, 2011
The European Union and Silver / Commodities / Gold and Silver 2011
By: George_Maniere
This was an amazing week! Besides the fact that we got to see some green on the board, the week was totally eclipsed by the latest off Broadway version of “The Mouse That Roared” as Slovakia took the world to the brink and for one bright shining moment held the fate of the world in its hands.
Sunday, October 16, 2011
Gold Not Going Anywhere, Could Stumble Again / Commodities / Gold and Silver 2011
By: Merv_Burak
In the “good old days” gold would move $10 and that was something, now it moves $50 and it’s ho-hum. Although moving higher slowly it really is not going anywhere and unfortunately looks like it just might stumble.
Saturday, October 15, 2011
Gold Opportunities Under the Mattress and in the Ground / Commodities / Gold and Silver 2011
By: The_Gold_Report
According to Edward Karr, CEO of RAMPartners, the band is tuning up and the guests are just starting to arrive. Instead of selling before the party really gets going, he advises keeping a "decent percentage" of cash to take advantage of opportunities to buy both physical gold and junior mining stocks. His real bottom-line advice in this exclusive Gold Report interview? Tap into what makes you happy in life.
Friday, October 14, 2011
Is It Time to Load up on Gold Stocks? / Commodities / Gold & Silver Stocks
By: Jeff_Clark
Jeff Clark, Casey Research writes: By almost any measure, gold stocks are undervalued. Should we load up?
After completing my research on this question, I’m convinced more than ever that we at Casey Research are in the right place. See if you agree…
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