Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.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...
Friday, February 04, 2011
Chinese Silver Buying Just Beginning / Commodities / Gold and Silver 2011
Just a few decades ago, China the Giant was barely a mortal. It produced most of what it consumed, and the corporate mega-producers installed during the darkest days of Asian freedom and democracy produced all the commodities the country might need within its own borders.One such commodity was the one we all love: silver. In fact, China produced so much that it couldn’t use all of it, nor was it interested in holding onto the metal. The country was a net exporter until four years ago, when at the height of the most recent credit bubble, net imports materialized. Today, China consumes more silver than it ever has in history.
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Friday, February 04, 2011
Bring Back My Gold Bond To Me! / Commodities / Gold and Silver 2011
“The mountains went into labor and gave birth — to a mouse! This ancient quotation could be cited to characterize the publication of the long-awaited Financial Crisis Inquiry Report on Thursday, January 27, commissioned by an earlier Congress. Another characterization is the title of an article in The New York Times from Frank Partnoy, professor of law, San Diego University: “Washington’s financial disaster”on January 29.
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Friday, February 04, 2011
Gold Remains Best Defence Against Keynesian Evil / Commodities / Gold and Silver 2011
"Most of mainstream macroeconomics is dead. It's a zombie. They don't know they're dead yet, but they're dead." ~ L. Randall Wray, Bloomberg Businessweek, 17 January 2011
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Thursday, February 03, 2011
Euro-Gold Spikes Higher as ECB Stays "Accommodative" / Commodities / Gold and Silver 2011
THE PRICE OF GOLD in US Dollars again retreated towards this week's lows beneath $1330 per ounce on Thursday in London, falling back as world stock markets and commodities both slipped.
Major-economy goverment bonds ticked higher. Silver prices dropped back towards last week's finish at $28 per ounce.
Thursday, February 03, 2011
Chinese Gold Demand 'Enormous' and 'Unbelievable' / Commodities / Gold and Silver 2011
The Swiss franc and the euro are weaker today and marginally lower against gold. Asian equity markets were higher (except for a 0.25% fall in the Nikkei) but European indices are more hesitant this morning. Greek, Italian and Spanish debt markets have seen yields creep slightly higher this morning.
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Thursday, February 03, 2011
Gold, Stocks and Dollar Trend Analysis and Forecast / Commodities / Gold and Silver 2011
Do I See Lipstick On A Pig? Or Is The Stock Market and Gold Still Going Up?
As most sophisticated investors and traders are aware, the U.S. Federal government has run up significant deficits and the long term debt burden is becoming a drain on Gross Domestic Product. That being said, most economists are discussing the possibility of a major decline in the value of the U.S. Dollar going forward as inflationary monetary policy begins to strangle growth. While that view point may prove right over the long haul, in the short run most traders are not likely expecting the U.S. Dollar to rally.
Thursday, February 03, 2011
Major Pools of Capital and The Mother of All Gold Bull Markets / Commodities / Gold and Silver 2011
Michael Campbell: Lets start with the overview. Everyone’s been waiting, and it’s typical in a bull market, waiting for some sort of major corrective phase in gold to take place and they're wondering if this past week wasn’t the indicator of that?
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Thursday, February 03, 2011
Big Gains To be Made in Platinum and Palladium / Commodities / Platinum
While a majority of investors, analysts and experts dwelt on gold and (to a lesser extent silver) in 2010, sister precious metals platinum and palladium notched up significant gains matching gains in the investment safe havens. While gold and silver gained close to 30% and 80% respectively, platinum and palladium were nowhere lagging - gaining in the region of 20% and 100% in that order. We inspect long-term prospects of these lesser invested metals in this essay. A strong case for platinum and palladium makes for diversification of precious metals funds into these metals. This diversification of funds is of particular importance when Investors are being suggested to wait for medium-term corrections before stocks become 'investable' again.
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Thursday, February 03, 2011
The Simple Truth About Gold Leverage Programs / Commodities / Gold and Silver 2011
A lot of people ride motorcycles, but there's a reason most don't try to be Evel Knievel. Sure, there's a big reward if you can land a jump over 14 school buses - but what if you don't?
A new craze among our competitors is to push gold buyers into "leveraged accounts." In one of these accounts, the dealer lends you money to buy gold, on the assumption that gold will go up faster than the rate of interest on the loan. In other words, if you call with $5K, they'll give you another $20K in credit to make a $25K total purchase of gold bullion.
Thursday, February 03, 2011
How Gold Investors Can Find Real Value in the Ground / Commodities / Gold and Silver 2011
PI Financial Institutional Sales VP David Goguen sees real potential for share price appreciation in select mining companies with expandable resources. Through their quantitative research report Select Golds, Dave's team, including Associate Brodie Dunlop, are focused on Latin American explorers and producers. But they don't stop there; they continue to search the globe for companies moving through the industry lifecycle of advanced explorers and emerging producers all the way up to junior producers. In this Gold Report exclusive, Dave and Brodie share a few mining plays that range in size from micro cap to liquid small cap that offer real opportunity to leverage the power of value.
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Wednesday, February 02, 2011
Gold Flat, Unable to Connect with Mid-East Crisis / Commodities / Gold and Silver 2011
THE PRICE OF GOLD in Dollars held flat for the third day running Wednesday morning in London, trading at $1337 per ounce as silver ticked lower with broad commodity markets but copper prices pushed up to fresh all-time highs.
Clashes broke out in Cairo as protesters demanded President Mubarak leaves office now, not in Sept. as he offered this week, but the gold bullion market's slack response during Egypt's unrest suggests "there is no direct link between geopolitical risk in the Middle East and the gold price," reckons one dealer in a note.
Wednesday, February 02, 2011
Gold Will Reach Unbelievable Price and Silver Will Outperform Gold / Commodities / Gold and Silver 2011
Hopes of economic recovery swept stocks higher in New York yesterday and this confidence spread to Asian equity markets. European stocks are tentatively higher as concerns about Egypt and geopolitical risk may be hampering gains. Oil prices remain near recent record highs (brent rose above $102 a barrel) and there are hopes that geopolitical tensions will subside, markets will remain calm and there will not be panic buying of oil and a new oil crisis.
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Wednesday, February 02, 2011
Egypt Protests Could Lead to $150 Crude Oil / Commodities / Crude Oil
Kent Moors writes: Egypt is hardly the most influential player in the global energy market. Crude oil production has been in decline there for nearly two decades. Since hitting its peak level of 941,000 barrels per day (bpd) in 1993, producion has dropped steadily – falling to 873,000 bpd in 1997, 696,000 bpd in 2005, and finally to about 685,000 bpd currently.
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Wednesday, February 02, 2011
HUI, Gold and Silver Storm Flags Warning / Commodities / Gold & Silver Stocks
The storm warning flags should definitely be hoisted for the HUI, gold, and silver.
The HUI is giving a warning loud and clear. Hecla Mining appears to have completed a five wave move and is now apparently ready to correct that move. Many precious metal shares are in the same position as the HUI and Hecla Mining.
Wednesday, February 02, 2011
Investors Beware of Gold and Silver Pyramid Schemes / Commodities / Gold and Silver 2011
Join silver expert David Morgan of Silver-Investor.com and Michael Maloney in Las Vegas, where the famous Luxor Casino pyramid provides the perfect backdrop for a discussion of the latest gold and silver investment pyramid schemes.
Gold and silver are “honest money,” David says, but “like any financial instrument there’s good and bad in it.” Among the bad: pyramid schemes luring unwary investors with promises of rich profits on silver coins and numismatics.
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Wednesday, February 02, 2011
Silver Butterfly: An Option Trading Lesson / Commodities / Gold and Silver 2011
One of the notes that I keep stuck to my computer reads “remember seasonality”. For those just now becoming familiar with options, you may assume I am reminding myself not to forget deer season or the opening of the season for striper fishing. While these are important dates for many of us to remember, I am reminding myself that there are distinct periods within the options expiration cycle where certain trades work better and give a competitive advantage to the trader who recognizes and takes advantage of this seasonal pattern.
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Wednesday, February 02, 2011
Gold is Bottoming, Longs Will Be Rewarded Soon / Commodities / Gold and Silver 2011
My more recent forecasts for Gold were intermediately bearish from the $1390’s area as we saw a clear triple top breakdown from the 1425-1430 ranges about 8 weeks ago. However, the drop to $1310 fulfills a potential Fibonacci pivot low according to my Elliott Wave views on Gold, and investors can begin building long positions with the following views in mind if I’m right.
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