Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Monday, February 07, 2011
Forget Gold Bullion! Those in the Know Own Silver and Gold Mining Stock Warrants / Commodities / Gold & Silver Stocks
The world of warrants is the undiscovered constellation in the universe of securities. Long term (LT) warrants shone brightly in 2009 - up 242% in U. S. dollar terms - and were up a further 91% in U.S. dollar terms in 2010. That's correct: 242% in 2009 followed up with a further 91% in 2010! The warrant world consists of only 135 stars (i.e. constituents) of which only 32 are associated with 29 commodity-related stocks that have sufficient brightness (i.e. 24+ months duration) to warrant (the pun is intended!) the attention of earthly investors.
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Sunday, February 06, 2011
How to Profit From the New Oil Boom in Texas / Commodities / Crude Oil
David Fessler writes: It was 1894 when a crew of workers in Corsicana, Texas were drilling for water… only to strike oil instead.
The rest, as they say, is history – and Texas’ relationship with black gold since then is legendary.
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Sunday, February 06, 2011
Lock In Your Gasoline Prices With Crude Oil on the Rise / Commodities / Gas - Petrol
Yes, it's true. I know what you are thinking... that I'm probably going to show you some fancy stock or futures contract strategy to offset higher crude oil prices -- but it might be simpler than that. The question is whether it's worth it or not... Let's take a look.
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Saturday, February 05, 2011
Time for Caution on Commodities / Commodities / Commodities Trading
Commodities are a very volatile asset class and unlike stocks, high prices will reduce demand while low prices will reduce production and supply. While buying breakouts and momentum in stocks often works well with the right risk controls, buying weakness rather than strength is more advisable in Commodities.
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Saturday, February 05, 2011
Newmont Buys Out Fronteer, What’s Next In The Gold Mining Sector? / Commodities / Gold and Silver 2011
Even though January 2011 brought a lot of profit-taking to mining stocks and precious metals, the leadership of Newmont (NEM) has used this pullback in prices to purchase one of my long-term favorite recommendations, Fronteer Gold (FRG). I believed Fronteer was a great candidate for a takeout. Newmont has gone straight ahead believing in Fronteer’s three major projects in Nevada and buying Fronteer out for a 37% premium. Newmont believes that the gold prices is moving much higher and they are using their large cash position to find growth. It is much cheaper to buy a quality asset rather than go out and find it yourself.Read full article... Read full article...
Friday, February 04, 2011
How to Buy a Vacation Home with Silver / Commodities / Gold and Silver 2011
For most people, there are some surefire luxuries that signify wealth, a few pearls of conspicuous consumption that say you've made it. For me, it's always been a second home. My grandparents owned a vacation home in Arizona and then Florida when I was a kid, and it was an annual highlight to travel there every year.
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Friday, February 04, 2011
Gold Short-Term Buying Spree on Middle East Crisis / Commodities / Gold and Silver 2011
Political and social unrest in the Middle East was the most discussed topic during the week. Restlessness and riots could inflate food prices in the region and worsen the economic balance further. As a result, equity, currency and commodity markets have experienced fluctuations. The political disturbances have impacted the crude oil trade significantly as Egypt is a crucial link for oil and gas headed to Europe, Asia and the United States. There are large black swans paddling in the Middle East pond that could have a significant effect on precious metals, oil and stock markets.
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Friday, February 04, 2011
Bond Vigilantes Ultimately Good for Gold / Commodities / Gold and Silver 2011
Addicted to Profits Editor David Skarica predicts that in the second half of 2011, Europe's "bond vigilantes" will make their presence felt in the U.S. by driving up interest rates and driving down the dollar. That's one of the reasons he remains bullish on gold. "I think we're going to see gold headed much, much higher," David says in this exclusive interview with The Gold Report. To learn about David's investment thesis for the gold market and a few names that offer better value post correction, read on.
Friday, February 04, 2011
Risk Premium Leaving Crude Oil, Positive for Equities / Commodities / Crude Oil
Oil prices have plunged today in anticipation of a peaceful transition in Egyptian leadership into presumably U.S.-friendly -- and democracy-friendly -- hands, which will quell perceptions of event risks in the oil market.
From a technical perspective, however, the Bull Trap high established on Monday was the oil market's way of winking at us about a potentially friendly resolution. As we speak, perhaps some risk premium is being extracted from the oil market, which should be a positive and supportive development for the equity indices in general and the S&P 500 emini (e-SPH) in particular.
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Friday, February 04, 2011
Gold, Silver and Food, the Three Best Investment Opportunities for the Next Decade / Commodities / Gold and Silver 2011
“Is the US's financial position hopeless? I've studied the US finances backwards and forwards, and as I see it the US's financial position most definitely is hopeless.
The actual posted national debt of the US is $14.1 trillion. However, the US reports its finances on a cash basis while omitting its unfunded obligations in such items as Social Security, Medicare and Medicaid and various other entitlements. If the entitlements are included, the total national debt including unfunded obligations would be over $100 trillion…
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Friday, February 04, 2011
Global Silver Exploration / Commodities / Gold and Silver 2011
When exhaustively researching any sector of stocks, a lot can be learned about a given industry, its constituents, and its fundamentals. And indeed at Zeal we’ve learned a lot about the silver-stock sector in our latest round of research. This research is invaluable in both identifying industry trends and selecting the companies with the highest probability for success.
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Friday, February 04, 2011
Egypt is Just the Beginning for Gold’s Next Move / Commodities / Gold and Silver 2011
Watching CNN, its easy to be lulled into the sense that the cute little third world African country that is home to Cleopatra, mummies and pyramids is having a little revolution to get rid of a tired old tyrant. That the old goat is putting up such resistance to the national message is to be expected, and might be forgiven. Unleashing bands of paid thugs under the guise of ‘supporters’ reveals true brutality and illuminates the character of the man, Hosni Mubarak – a sociopath.Read full article... Read full article...
Friday, February 04, 2011
Gold & Silver Keep "Bernanke-Trichet" Gains / Commodities / Gold and Silver 2011
THE PRICE OF BOTH gold and silver bullion were little changed in London trade on Friday, unmoved by unexpectedly weak US jobs data near two- and 3-week highs respectively.
Adding 36,000 net jobs in Jan., the US economy still saw unemployment slip from 9.5% to 9.0% as a growing number of "discouraged" people – no longer seeking work actively – fell out of the official definition.
Friday, February 04, 2011
Crude Oil Prices Higher on Economic Outlook / Commodities / Crude Oil
Oil prices are finishing off a second week of gains Friday (February 4) as the latest round of jobs data is expected to offer hope that the US economy is improving.
Analysts believe that non-farm payroll jobs increased by around 146,000 workers during January, according to a survey of economists. This has led to anticipation that the Labor Department will report that first-time jobless claims fell more than expected last week.
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Friday, February 04, 2011
Gold and Silver Gain on Catastrophic” Implications for U.S. Economy if $14.3 Trillion Debt Ceiling Not Raised / Commodities / Gold and Silver 2011
Gold and silver have given up a small bit of yesterday’s strong gains in all currencies (especially the euro – see chart below) but are up more than 1% and 3% respectively on the week. Asian equity indices were higher overnight and are higher for the week, except for India where there are growing concerns about surging inflation and interest rates. European indices are higher today and most are up by some 1.5% to 2% on the week – as are US indices.
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Friday, February 04, 2011
Time to Sell Gold and Silver? / Commodities / Gold and Silver 2011
In the last days we have seen the gold price hit $1,324 and yesterday spring to $1,355, leaving it in a neutral zone technically speaking. More than 10% of the gold ETF, SPDR in the States has been sold as well as around 10% of the ishares Silver Trust. Investors need to know, "is this the time they should be selling their gold and silver investments?"
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Friday, February 04, 2011
Rare Earths Affecting Gas Prices / Commodities / Gas - Petrol
A Reuters poll indicates that oil prices in 2011 will be driven largely by Chinese demand and reach a little over $90 a barrel. Prices, however, are unlikely to cross the $100 mark given the high global inventories. Further, the current landscape is unlike that of 2008 when the supply-demand gap was massive enough to drive prices up to $147.27 per barrel.
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Friday, February 04, 2011
Will Magnesium Batteries replace Lithium Ion? / Commodities / Metals & Mining
As part of the global automakers’ efforts to improve ways of powering electric cars, Toyota Motor Corporation announced earlier this month that it is developing a magnesium based battery capable of storing double the energy stored by lithium ion cells. That would translate to a higher mileage on a single charge.
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Friday, February 04, 2011
The Truth About Gold / Commodities / Gold and Silver 2011
Egypt seems to be coming apart at the seams and the unrest may be spreading to Jordan as the King fired members of his cabinet in order to stave off potential problems. Then comes Saudi Arabia and pent up resentment against that royal family. We already know that Tunisia and Syria are experiencing difficulties and it's not far from where we are today to a Middle East engulfed in an uprising. Bin Laden and the Taliban have been planting seeds for ten years and thanks to a very short sighted American foreign policy, it looks like they'll bare fruit sooner rather than later. Now the US is doing what it always does, calling for the removal of a man they supported for twenty years. Justified or otherwise such an about face sends a signal to the rest of the world that our word is not our bond and any friendship is fleeting at best.
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Friday, February 04, 2011
Societal Shifts Present Growth for Precious Metals Market / Commodities / Gold and Silver 2011
It isn’t a secret that the demographics of the financial markets are changing. The baby boom is retiring, shifting assets from equities and high-risk vehicles toward income generating debt instruments and safer investment alternatives. It would be reasonable to suspect that the younger generation taking its place is filling the high-risk, high-reward opportunities following the exit of the older generations, but that simply is not the case.Read full article... Read full article...