Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, January 25, 2011
Gold Hits 3-Month Low as Bloomberg Users Call Gold "A Bubble" / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF PHYSICAL gold in wholesale bars fell to new multi-month lows against all major currencies on Tuesday morning, dropping to $1325 per ounce as Asian speculators hit what one Hong Kong dealer called "capitulation and panic".
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Tuesday, January 25, 2011
Gold Price Correction Consistent with Bull Market Continuity / Commodities / Gold and Silver 2011
By: Midas_Letter
With technical indicators today suggesting gold could dip as low as US$1,322 an ounce in the current corrective phase, bears and bugs are deploying opinions in-line with their interests. The drop by nearly $100 in ten weeks is nothing new, nor is the strident tone growing in both camps. Its all consistent with the bull market in gold and silver that has been underway for the last decade.
Tuesday, January 25, 2011
Gold and Silver continue to Sell off Despite Shortage in Hong Kong / Commodities / Gold and Silver 2011
By: GoldCore
Gold and silver's sell off has continued this morning. Despite gold's 3.75% and silver's nearly 8.4% fall in January and the continued sell off in futures markets, physical demand remains robust and supply tight. While speculators are taking profits and some shorting, investors and those who see gold as a store of value continue to accumulate physical. This is particularly the case in China, India and Asia but western demand also remains robust as seen in the record demand for US Silver Eagles from the US Mint in January and continuing reports of dealers not being able to secure certain bullion products. Dealers in Hong Kong overnight report that "there doesn't seem to be enough supply in the physical market." (see News)
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Tuesday, January 25, 2011
How Gold Became Politically Correct / Commodities / Gold and Silver 2011
By: Michael_J_Kosares
“When the monetary history of the year coming to an end is written decades from now, the headlines of European debt crisis and Federal Reserve’s adoption of QE2 may turn out to be mere footnotes to the bigger story: 2010 could be a watershed marking the beginning of the end of the dollar-based, Western-centric monetary system.” -- Randall Forsyth, Barron’s
“We wish to highlight not all but some of the ‘fears’ that keep us awake at night, and illustrate why right now is not the final act for gold. 2011 could be an explosive year for this most illustrious of metals. . .We believe withstanding a lack of gold standardisation, gold has a firm place in modern portfolio management and in accounting procedures.”-- Hinde Capital, None Shall Sleep 2011 - by Michael J. Kosares
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Tuesday, January 25, 2011
Vanadium Poised to be The Next Big Thing in Commodity Trends / Commodities / Metals & Mining
By: The_Gold_Report
In this exclusive interview with The Gold Report, Chris Berry, the founder of House Mountain Partners, and Michael Berry, publisher of Morning Notes and Discoveryinvesting.com, drop by to discuss some promising vanadium plays in North and South America. Vanadium is mostly used to strengthen steel, but as the Berry's suggest, the metal is poised to become "the next big thing," as its properties are ideal for use in mass energy storage devices and the lithium-ion batteries now being used in electric cars. Several companies are already aboard the vanadium train—and the Berrys divulge their favorites.
Monday, January 24, 2011
Speculative Money Exits Gold and Silver but Remains Heavily Long Other Markets / Commodities / Commodities Trading
By: Jordan_Roy_Byrne
There are many ways to measure market sentiment. We use surveys, put-call ratios, fund flows data and for commodities especially, the commitment of traders reports (COT). Lately, we’ve noted the improving sentiment picture for Gold. As a market weakens sentiment will naturally become less bullish. In this case, sentiment has weakened considerably yet Gold is only 6% off its high.
Monday, January 24, 2011
Gold Investments: Why I Jumped in and Bought Twice this Week / Commodities / Gold and Silver 2011
By: Profit_Confidential
The way I look at the market and the way the majority of other analysts and economists look at the market are two different things. Yesterday, any news site you went to was telling the story of how higher than expected GDP growth in China would cause interest rates to rise there, slowing down the economy and pushing commodity prices down.
Monday, January 24, 2011
Gold Investors Slash Futures Position to 11-Month Low / Commodities / Gold and Silver 2011
By: Adrian_Ash
The PRICE OF GOLD cut early gains vs. the Dollar in London on Monday morning, easing back towards Friday's 13-week closing low at $1343 per ounce as global stock markets held flat overall.
The US currency edged lower on the forex market, while crude oil and other commodity prices ticked higher, but the silver price fell back towards Friday's new 6-week low at $27.20 per ounce.
Monday, January 24, 2011
Gold Supported by Favorable Interest Rates and Inflationary Concerns / Commodities / Gold and Silver 2011
By: Mike_Stall
After a record ten straight years of annual gains, gold has entered a critical phase in one of its longest rallies. Markets are abuzz with contradictory views on whether gold will continue to rise in 2011. Signs of a slowdown are apparent in the short to medium-term. However, we investigate two compelling factors affecting gold prices and find out why there is no reason that the prolonged rally does not continue well into this year as well.
Monday, January 24, 2011
Why Gold and Silver Will Take Off / Commodities / Gold and Silver 2011
By: Larry_Edelson
Gold, silver, oil, and other commodities — are all starting to slide, just as I predicted. Gold down almost $100 from its recent record high. Silver down more than $3.40, nearly 10%. Other commodities are turning down also: Oil, platinum, palladium, and more.
So is this the end of their bull markets?
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Monday, January 24, 2011
The Only Commodity Strategy that Will Work in 2011 / Commodities / Commodities Trading
By: DailyWealth
Matt Badiali writes: After making a huge pile of money in the past two years, it's time for us to adopt a radically different strategy when it comes to natural resources...
Over the last two years, the TSX Venture Index – the Dow Industrials of small resource stocks – is up 162%. Readers of the S&A Resource Report recently took profits on several resource companies we bought in spring and summer 2009.
Monday, January 24, 2011
Gold Trading 2011, Fear and Love / Commodities / Gold and Silver 2011
By: Money_Morning
Frank Holmes writes:
Wall Street has been calling gold a bubble since 2005, when it hit $500. Some media naysayers remained negative even as they wrote the headlines proclaiming record highs and saw gold rise almost 30% in the past 12 months.
Monday, January 24, 2011
Nine Responses to the “Gold Is A Bubble” Crowd / Commodities / Gold and Silver 2011
By: Q1_Publishing
The “Gold is a Bubble” crowd has been reawakened.CNN warned earlier this week: Gold is a bubble, resist its charms.
Gold’s six percent fall in the last six weeks and the Amex Gold Bugs Index (HUI) nearly 20% decline have signaled the gold correction is here.
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Monday, January 24, 2011
Physical Gold Bullion Market Tight - Paper Sell Off Due to "Momentum Monkies" / Commodities / Gold and Silver 2011
By: GoldCore
After gains in Asia, the precious metals have come under pressure in Europe. The recent sharp sell off has seen gold fall 5.7% in January. Nothing whatsoever has changed regarding the fundamentals of the precious metal markets and long term buyers are again buying on the dip. As long as interest rates remain near historic lows and real interest rates continue to punish savers, gold's bull market remains sound.
Monday, January 24, 2011
China vs. JPMorgan: The Battle Over Gold and Silver / Commodities / Gold and Silver 2011
By: Jason_Hamlin
Gold is down 6% and silver 12% since the start of 2011. This is the sharpest decline in precious metals since June of last year and with technical support broken at the 50-day moving averages, many are concerned of a deeper correction ahead. While there are a myriad of factors driving the prices, two of the major opposing forces are Chinese demand for physical gold on the long side and JPMorgan paper schemes on the short side. Which force prevails in the short term remains to be seen, but in the long run the paper shorts will eventually be squeezed, pushing the price for both gold and silver much higher.
Sunday, January 23, 2011
Gold Weakening Momentum Continues, Next Target $1320 / Commodities / Gold and Silver 2011
By: Merv_Burak
Well, the weakening momentum of the gold move that I had been warning about seems to be doing its job. Gold is in a little bit of a down draft. For how long and for how far is anyone’s guess? For now the $1320 mark is the price to watch based upon a P&F chart. Once there we’ll see what next.
Sunday, January 23, 2011
Gold and Silver tocks Converging towards a Major Uptrend / Commodities / Gold and Silver 2011
By: Clive_Maund
We are now seeing a convergence of indications that a reversal in the Precious Metals sector is at hand that will lead to a major uptrend soon. The last Gold and Silver updates posted on 11th January were bearish over a short to medium-term time horizon and have been proven correct as gold and silver have since fallen substantially, and stocks have taken a real beating. However, in view of the current strongly bullish constellation of indications, it now looks like the downside targets for gold and silver were set too low, although our downside target for stocks has just been hit.
Sunday, January 23, 2011
Silver Close to Reversing to the Upside / Commodities / Gold and Silver 2011
By: Clive_Maund
While silver has performed as predicted in the last update posted on 11th January and has broken to successive new lows as its correction has progressed, it does not now look like it will drop to the downside targets that we earlier projected. Instead it now looks like we are very close to a reversal to the upside.
Sunday, January 23, 2011
Natural Resources Outlook 2011: Everyone Needs Commodities / Commodities / Commodities Trading
By: Frank_Holmes
The essence of natural resources and commodity investing can be boiled down to one key point:
As the earth’s population swells to 7 billion, the migration to cities accelerates, incomes rise, and people desire things the things that improve their lives, thus increasing global demand for commodities and natural resources.
Saturday, January 22, 2011
Quantitative Easing Is Causing Food Prices to Skyrocket / Commodities / Food Crisis
By: Washingtons_Blog
As I've previously noted, interest rates have risen both times after the Fed implemented quantitative easing.
Graham Summers points out that food prices have also skyrocketed both times:
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