Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, February 18, 2011
Insider Report: U.S. Government Will Confiscate Gold When It Touches $2000 / Commodities / Gold and Silver 2011
It’s no secret that the US government is broke, the US dollar is crashing and losing credibility globally, and the IMF, China, France and others have publicly stated their desire to eliminate the dollar as the world’s primary reserve currency. The IMF, for example, recently issued a call to replace the Federal Reserve’s fiat paper, ironically suggesting that it should be replaced with yet another synthetic instrument known as the SDR, or Special Drawing Right.
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Friday, February 18, 2011
Silver Hits 31 Year High, Gold Could Easily Break Above $1500 / Commodities / Gold and Silver 2011
THE PRICE OF GOLD slipped from new 5-week highs in lunchtime London trade Friday, easing back from $1388 per ounce as silver edged down from its highest level in 31 years.
Euro and UK stock prices fell, as did government bonds, after a senior European Central Bank member said record-low interests must "be monitored and, if needed, corrected."
Friday, February 18, 2011
Copper Pushing Against Long Term Channel Resistance / Commodities / Commodities Trading
New uptrend highs in Copper have been seen in 2011 and the next interesting long term resistance has now been reached. We await reaction around here, looking for bull fatigue clues on the Daily chart.
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Thursday, February 17, 2011
Spare Cash? Park It in Uranium / Commodities / Uranium
BMO Capital Markets Mining Analyst Ed Sterck projects a very moderate $60/lb. uranium price in 2011, but that shouldn't stop you from investing in the uranium space. "This is a sector that is very prone to sentiment and, at the moment, the sentiment is building toward the possibility of a price spike," he says. He also expects to see more M&A activity in the sector, particularly among uranium juniors with reasonably priced projects. Read on to find out which companies Ed likes in this exclusive interview with The Energy Report.
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Thursday, February 17, 2011
Gold and Silver Bullion Bottleneck or Supply Deficit? / Commodities / Gold and Silver 2011
Jeff Clark, BIG GOLD writes: There have been numerous reports of bullion shortages in many parts around the world, along with rising premiums. And the two explanations - we're running out of gold! and, it's just a manufacturing bottleneck - are at odds with one another. So, who's right?
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Thursday, February 17, 2011
Gold Rises, Physical Demand Due to Inflation and Low Interest Rates, Not Middle East Crisis / Commodities / Gold and Silver 2011
THE PRICE OF GOLD continued rising for US investors on Thursday, finishing the day in London at a five-week high of $1383 per ounce as world stock markets held flat and the Dollar slipped on the currency market.
Developed-world government bonds ticked higher, as did crude oil prices, as Libya became the latest Middle Eastern country to see protests against its government on Wednesday, joining Algeria, Iran, Jordan and Morocco, as well as Tunisia and Egypt, which have already seen their long-time regimes fall.
Thursday, February 17, 2011
Gold Phenomenon Surging Demand, Chinese Voracious Demand for Silver / Commodities / Gold and Silver 2011
Israeli comments led to dollar weakness and gold, silver and oil rallying yesterday. The Israeli government described the Iranian warships move into the Suez canal as a “provocation” and hinted at a possible response.
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Thursday, February 17, 2011
India's Gold Demand Beggars Belief / Commodities / Gold and Silver 2011
Despite prices rising 338%, global gold demand in 2010 was like the decade-long bull run hadn't got started...
WESTERN SAVERS hoping to defend their standard of living as global incomes converge take note.
Thursday, February 17, 2011
Money Flows, Where Will It Go? / Commodities / Inflation
The price of money is rising, especially as it relates to time. With inflation fears growing and governments local and federal looking toward record deficit and financing requirements, strain is beginning to take its toll on the bond markets. Treasuries are rising, and muni bonds, which are generally very slow in their price action, have reached peak volatility.Read full article... Read full article...
Thursday, February 17, 2011
Silver Backwardation, What Everyone is Missing / Commodities / Gold and Silver 2011
Prudent investors make wise markets: this should be the quote above every trading desk. The enemy of the hedged investor is not wild markets, nor bearish markets; it is their own emotions.
With silver prices reeling to highs we haven’t seen since the 1980s, every piece of information has earned some urgency. Immediately, the world attempts to decipher new developments and information as if there is some sort of end of the world scenario looming below.
Wednesday, February 16, 2011
How Much More Demand Can Silver Handle? / Commodities / Gold and Silver 2011
Jeff Clark, BIG GOLD writes: The numbers for silver demand are starting to make some market-watchers nervous. The U.S. Mint sold over 6.4 million silver Eagles in January, more than any other month since the coin’s introduction in 1986. China’s net imports of silver quadrupled in 2010, to 122.6 million ounces, roughly 13.7% of global production. Meanwhile, mine production can’t meet worldwide demand; the only way demand gets fulfilled is from scrap supply.
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Wednesday, February 16, 2011
Investors Accumulate Gold but Be Cautious on Silver / Commodities / Gold and Silver 2011
Why is Silver continuing to outperform Gold? The Silver/Gold ratio tends to lead or follow the stock market. Risk assets are outperforming. Silver is outperforming Gold as a risk asset. It is not outperforming for monetary reasons. That occurs when both Gold and Silver advance but Silver outperforms Gold. This is one of several reasons why bugs should be wary of Silver in the near-term.
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Wednesday, February 16, 2011
Gold Dragged Higher by Surging Silver as U.S. Dollar Rallies / Commodities / Gold and Silver 2011
THE PRICE OF GOLD rose once again on Wednesday morning in London, touching its best level in almost a month at $1378 per ounce as world stock markets pushed higher together with the US Dollar.
Crude oil prices on both sides of the Atlantic also rose, bucking a dip in the broader commodity markets, as the "spread" between Europe's Brent contract and US West Texas Intermediate rose back to last week's all-time records of $16 per barrel – a premium of nearly one fifth.
Wednesday, February 16, 2011
Gold Rises on Deepening European Sovereign Debt Crisis, Risk of Contagion and Bond Market Crash / Commodities / Gold and Silver 2011
There is a real sense of the “calm before the storm” in markets globally. Complacency reigns, despite signs that the sovereign debt crisis in Europe is deepening and that Japanese and US bond markets also look very vulnerable due to rising inflation, very large deficits and massive public debt.
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Wednesday, February 16, 2011
Gold GLD ETF Making a Bottom / Commodities / Gold and Silver 2011
The SPDR Gold Trust (symbol: GLD) is making an intermediate bottom making support and stop loss levels easily identifiable.
Figure 1 is a daily chart of the GLD. The yellow (and sometimes red and yellow) dots on the price charts represent key pivot points. Key pivot points represent the most intense zones of buying (support) and selling (resistance). A "typical" bottoming pattern would be for GLD (and most assets) to trade below a key pivot point or support level taking out stops and then reversing higher. Recent price action has GLD trading below the key pivot at 133.51.
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Wednesday, February 16, 2011
Gold and Silver ETFs Investor Warning / Commodities / Gold and Silver 2011
Gold Exchange Traded Funds ( ETFs ) are expensive!
Gold ETF fees vs. Brink’s Segregated Vault Storage costs
Example: $500,000 or 360 oz gold bullion with $ 1356.70 gold spot.
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Wednesday, February 16, 2011
Silver and Opium / Commodities / Gold and Silver 2011
The opium wars do not belong to the glorious episodes of Western history. Rather, they were instances of shameful behavior the West still has not lived down. Mercantilist governments resented the perpetual drain of silver from West to East in payment for Oriental goods (tea, silk, porcelain) that were in high demand in the Occident, facing low demand in the Orient for Occidental goods. From the mid-17th century more than 9 billion Troy ounces or 290 thousand metric tons of silver was absorbed by China from European countries in exchange for Chinese goods.
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Wednesday, February 16, 2011
Growing Investment Opportunity in Agriculture / Commodities / Agricultural Commodities
With the world nearing 7 billion, there are a lot more mouths to feed. Throw in that many in emerging markets are requiring higher-quality diets and you've got a squeeze on the global food supply.
Bushels of corn reached their highest prices in nearly three years this week after the U.S. Department of Agriculture (USDA) reported that corn inventories will fall to levels not seen since 1996.
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Tuesday, February 15, 2011
Healthy Correction For Gold Miners And Precious Metals In Secular Bull Market / Commodities / Gold and Silver 2011
One of the most difficult decisions an investor must make is to determine if a turning point is of short term or long term consequence. The markets give subtle clues to students of the market of impeding danger and times of caution. A stock's reaction to news items may tell us the authentic underlying strength. In November and December gold, silver and mining stocks sold off China raising rates and now in February shruggs off the news.
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Tuesday, February 15, 2011
Gold, Long Bonds, The Only Trend That Matters / Commodities / Gold and Silver 2011
Porter Stansberry with Braden Copeland write: We call it "the only trend that matters."
It is the most important financial idea we could ever give to you. The fate of millions of Americans rests in a single market, where just one financial instrument trades, and...