Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, May 31, 2011
Fiat Currency or Gold?, Eurozone / Commodities / Gold and Silver 2011
If you follow the price of physical gold then I recommend - in the strongest of terms - that you read Another Volcker Moment at Hand? An Appraisal of $1500 Gold by John Hathaway of Tocqueville Asset Management L.P. - reading time 6 minutes.
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Tuesday, May 31, 2011
According to Economists, Gold is Perfectly Useless / Commodities / Gold and Silver 2011
Would you – or China – rather own gold 8 years from now, or US Treasury bonds...?
ON THE LETTERS' page of The Economist last week, Nils Sandberg from Cambridge University's Judge Business School presented a common argument against gold's current value.
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Tuesday, May 31, 2011
Gold priced in Euro and the HUI-index / Commodities / Gold and Silver 2011
Many gold bulls argue that gold remains very strong in various currencies such as the Euro.
Let’s have a look at it:
Tuesday, May 31, 2011
Gold Price Remains Flat / Commodities / Gold and Silver 2011
THE WHOLESALE price to buy gold continued trading in a tight range Tuesday morning around $1538 per ounce – just over 2% off its all-time high – following a flat day Monday as the US and UK had official holidays.
Stock and commodity markets meantime rose sharply – while US Treasury bonds fell – after news of a possible Eurozone agreement on a new financial aid package for Greece.
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Tuesday, May 31, 2011
UN Warns of U.S. Dollar Collapse, Brutal Month for Silver Ends / Commodities / Gold and Silver 2011
Gold has fallen against the euro and most currencies but is 0.2% higher in U.S. dollars and nearly 1% higher in yen terms as the American and Japanese currencies have come under selling pressure. Gold remains near record nominal highs in all major currencies which shows that markets are concerned about inflation and concerns about the future of major currencies.
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Tuesday, May 31, 2011
The Krill Oil Stocks Boom is Real / Commodities / Oil Companies
There’s a new type of oil that’s causing a major stir in the markets.
This oil boom has nothing to do with crude oil or energy though. But it still has the potential to be just as profitable.
I’m talking about krill oil.
Krill are tiny shrimp-like crustaceans. They are usually between one and five centimeters long. They are found in extremely cold water like the frigid waters of the northern Pacific and offshore Antarctica.
Tuesday, May 31, 2011
Gold and Silver, What to Do if You Listened to Top Pickers and Sold? / Commodities / Gold and Silver 2011
"The great Khan (Chinese ruler), causes the bark of trees, made into something like paper, to pass for money all over his country." ...Marco POLO, (1254 - 1324 Traveling explorer from Venice).
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Tuesday, May 31, 2011
Silver, CRB Summer Trend Forecast, Goldman Sachs Bullish on Commodities, Should You Be Worried? / Commodities / Commodities Trading
In the case of Richard Russell the answer is certainly not. This is because Richard Russell is right most of the time, especially over the longer-term outlook, despite, or perhaps because of being an octogenarian (in his 80's). Of course nobody is right all of the time, not even Maund, so he could be wrong and so could I. Russell's scenario for the Summer is set out in this brief but interesting blog on King World News. With regards to Goldman Sachs the answer is a little more complicated. With them it is crucially important to distinguish between their clients and the world at large which they sell stuff to.
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Saturday, May 28, 2011
When To Sell Your Gold / Commodities / Gold and Silver 2011
Late last year, we were trying to short gold on the movement in world real rates. We had a beautiful chart, great correlation and a trade that should have performed magnificently (Chart 1). Yet, it did not. True, gold fell from 1400 to 1300, but nowhere near 1150 as we expected. As you can see on Chart 2, the correlations did not really break up, but the gold got boosted by some special alpha.
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Saturday, May 28, 2011
Visions Of A Mad Gold Stock Speculator / Commodities / Gold and Silver 2011
A series of long-term charts suggests to me that we are getting ready for a Gold stock explosion higher that should begin before the summer is over. I am biased due to being rabidly bullish on Gold stocks right now, both intellectually and financially. Please take the following technical analysis smorgasbord with a grain of salt given my greedy dreams of speculative riches, which clearly bias my perspective.
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Saturday, May 28, 2011
Goldman Sachs and Its Rare Earth Rigmarole / Commodities / Metals & Mining
The front page headline in the Wall St. Journal a couple of weeks ago read, "Goldman Sachs (GS) warns of surplus with rare earths(REMX), rare earths seen growing less rare." If there was ever a case of journalistic malfeasance or in the least clumsy misinformation, this article had to be it.
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Saturday, May 28, 2011
Euro, Dollar Indices and Gold Market A Short-Term Must Watch! / Commodities / Gold and Silver 2011
We have often discussed how the movement of index level values for both the euro and the dollar mirror each other in a fairly precise manner most of the time. This is mainly due to the euro being the largest component of the USD Index. The currency markets have a great deal of influence on stocks and precious metals alike, so what happens in these markets must be a regular part of any meaningful analysis of trends across the precious metals sector.
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Saturday, May 28, 2011
Gold Stocks Mega-Super Cycle / Commodities / Gold & Silver Stocks
Gold is in the midst of a 20-year upward climb, according to The Great Super Cycle Author David Skarica. In this exclusive interview with The Gold Report, he points out the emerging market small caps that could profit from global economic swings.
The Gold Report: In a February interview with The Gold Report, you said, "We're in the midst of a 15- to 20-year mega-supercycle for gold and gold equities." You predicted $1,500/oz. gold prices and that gold would move higher through 2015 or 2020. Do you still believe that to be the case?
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Saturday, May 28, 2011
Weak SPX Stock Market Technicals / Commodities / Gold and Silver 2011
While the stock markets have enjoyed an outstanding busy season, the dreaded summer doldrums are now upon us. This vacation season usually heralds listlessly-grinding markets, sometimes significant selloffs, and rarely meaningful rallies. The stock-market technicals heading into summer greatly influence which outcome is most likely in these coming lethargic months.
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Saturday, May 28, 2011
Gold and Silver Rise as Germany Angered by Cheating Greece / Commodities / Gold and Silver 2011
THE WHOLESALE MARKET gold price traded in a $3 range around $1526 an ounce Friday morning London time, while stocks and commodities rose and the Euro rallied in spite of concerns the IMF may halt the latest payment of Greece's €110 billion bailout.
Heading into the UK and US holiday weekend, gold prices at Friday lunchtime looked set for a 1% gain on the week.
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Saturday, May 28, 2011
Sugar Commodity Price Bounce Getting Underway / Commodities / Agricultural Commodities
2011 has so far favoured the bears in Sugar, following the test of a long term Fibonacci level which provided strong resistance. Certain supports have been reached, or neared, which suggest a recovery phase is in the offing.
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Friday, May 27, 2011
IMF Firefight For Missing Gold / Commodities / Gold and Silver 2011
The arrest of former IMF head Strauss-Kahn came at a key moment in this secretive entity's emergency bailout operations for Greece, Ireland and Portugal, and IMF advanced action in several other Eurozone-17 countries facing similar sovereign-debt crises. Greece, tottering near outright restructuring of its massive and fast-growing debt, as interest rates on its bonds continue to rise, is in renewed crisis and most economists expect what is politely called a reprofiled debt rescue package for the country. The IMF committed between a third and a quarter of the € 110 billion ($ 155 billion) in already-agreed aid to Greece, and has engaged to put up at least a third of the partly-set € 78 billion rescue package needed for Portugal.
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Friday, May 27, 2011
Have Gold and Silver Stopped Falling, What Next? / Commodities / Gold and Silver 2011
This is the 'big' question investors all over the world are now asking.
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Friday, May 27, 2011
Gold Strengthens in Real Terms / Commodities / Gold and Silver 2011
My favorite form of technical analysis is intermarket analysis which is the comparison of various markets and sectors. All markets relate in one way or another. The current market cycle is being dominated by macro-related events. Since all markets have had a stronger link than in the past, it makes intermarket analysis very important. By analyzing markets in the context of one another we can decipher or confirm the cycles within the current secular trends.
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Friday, May 27, 2011
Oil Stocks Base Evaluation on $90 Crude Oil Price / Commodities / Oil Companies
Platform Advisors Founder Adam Michael searches the globe for oil and gas discovery stories with established cash flows that support share value in reasonably secure political environments. In this exclusive interview with The Energy Report, Adam reveals some names from his own portfolio holdings that he believes could generate considerable upside production growth to return significant multiples for investors, even if oil prices hover at $90/bbl for the next year.
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