Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, December 30, 2010

The Last Angry Man's Problem With IMF Gold Sales / Commodities / Gold and Silver 2010

By: Richard_Daughty

Adrian Ash of BullionVault.com writes that "the International Monetary Fund said it has completed the gold bullion sales program begun in October 2009," and now 403 tonnes of gold have been sold.

I bring this up all the time because the whole thing pisses me off because we gave those IMF bastards the gold to provide gold-standard legitimacy for their stupid fiat currency, the Special Drawing Right (SDR). And yet here they are selling the gold we loaned them! Gaaahhh!

Thursday, December 30, 2010

Peak Oil Is Coming, Courtesy of Political Incompetence / Commodities / Crude Oil

By: Graham_Summers

Before starting today’s essay, I have to thank Rick Rule of Global Resource Investments for his insights on the following issues.

Rick has been involved in natural resources investing since 1974. He founded Global in 1994 and has been behind many of the largest deals (Silver Standard being one) and the largest profits (between 1998 and 2006 he grew $15 into $460 million) the industry has ever seen.

Thursday, December 30, 2010

How to Buy Silver at a 10%-20% Discount / Commodities / Gold and Silver 2010

By: DailyWealth

Brian Hunt writes: Sooner or later, every precious-metal investor is confronted with a big problem...

It goes like this: First, a big bull market in gold and silver – like the one that started in 2001 – enjoys a major run higher. (Think back to when gold shot from $650 an ounce in July 2007 to $1,000 an ounce in early 2008.)

Thursday, December 30, 2010

Commodities Outlook 2011 Remains Positive / Commodities / CRB Index

By: Chris_Ciovacco

Given a basket of commodities, as measured by the CRB Index, is up a healthy 9.72% this month, it may be a good time to revisit the longer-term outlook. While the daily chart of the CRB is showing some signs of short-term fatigue, the outlook for the next three-to-six months still appears to be encouraging.

Thursday, December 30, 2010

Gold 2011: "Old Normal" Returns / Commodities / Gold and Silver 2011

By: Adrian_Ash

This year marked a step-change in the nature of gold investment demand...

MOST PEOPLE rightly think of gold bullion as an inflation hedge. But it's only now, ten years into this bull market, that this "old normal" so clearly applies.

Thursday, December 30, 2010

Gold Consolidates Over $1400/oz - CFTC Data Bullish - Silver Nominal 30 Year High / Commodities / Gold and Silver 2010

By: GoldCore

The final week of 2010 has seen a continuation of trends seen in markets throughout the year with equities and commodities continuing to rise. Investors increasingly wary of inflation are pushing commodity prices - particularly metals - higher, with copper hitting a new record nominal high, palladium reaching a nine-year high and silver at a new 30-year record nominal high at $30.90/oz (€23.25/oz and £19.86/oz).

Thursday, December 30, 2010

Gold "Entering America's Consciousness" as Professional Traders Target $1500 by April / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF GOLD rose further for Dollar investors in Asian and London trade on Thursday, but edged back from yesterday's new all-time highs vs. the Euro and Sterling as the US currency slipped on the forex market.

Dollar gold prices touched a 3-week high just shy of all-time records at $1415 per ounce, and the silver price reached new 30-year highs at $30.89.

Wednesday, December 29, 2010

Gold Three Month Consolidation May Be Over / Commodities / Gold and Silver 2010

By: Jeb_Handwerger

One of the most interesting realizations I have gained from studying the financial markets is that success comes from developing a clear set of rules and sticking to them despite the current psychology and tenor of the market.  Contrary to popular opinion being successful in the market is not based on how smart you are or what university one attended, it is sticking to your discipline and following a methodology. 

Wednesday, December 29, 2010

Net Asset Value of Certain Gold and Silver Precious Metal Trusts and Funds / Commodities / Gold and Silver 2010

By: Jesse

I have lightened up on my bullion longs, and taken down some of the paired trade hedges on the other side. I own no miners at this time and my leverage is nil. I am interested in the short side of US equities but am biding my time. They did not break until the second week of January last year as I recall.

Wednesday, December 29, 2010

Gold Breaks $1400, Hits New Euro & GBP Records as Silver Gains 6% / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD held above $1400 per ounce for Dollar investors in London trade on Wednesday morning, gaining more than 24% from the start of 2010 despite this year's strong recovery in the US currency's forex value.

Asian stock markets recovered from yesterday's 1% drop – sparked by China's Christmas Day rate hike to 5.8% on bank loans – but European stock markets held flat on their first full return from the festive break.

Wednesday, December 29, 2010

Gold Bears Predicting The Price Of Gold / Commodities / Gold and Silver 2010

By: Darryl_R_Schoon

Bears are by nature cautious and while caution can be an ally, it can also be fatal where bold action is required.

It is understandable that investors who believe in paper money and paper-denominated assets do not understand gold. Gold, after all, is the natural refuge of disbelievers in the current financial paradigm; and, as today’s credit and debt-based paper markets come under increasing pressure and gold moves increasingly higher, most “paper bulls” remain increasingly perplexed.

Wednesday, December 29, 2010

Investing in Gold Ahead of the Chinese / Commodities / Gold and Silver 2010

By: Richard_Daughty

There are a lot of things in this world that I do not understand, and perhaps it is because of this persistent befuddlement that, for some mysterious reason, I think it is Highly, Highly Significant (HHS) that the Chinese Gold & Silver Exchange is planning "a first"; an international gold contract denominated in renminbi.

Wednesday, December 29, 2010

Timely Silver Love from the WSJ / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

While it has become a bit of a meme that “the revolution (in currency) will not be televised,” at least one mainstream news outlet is starting to focus some attention on the improving metals market. All across the world, the headlines from the Wall Street Journal read “Price of Silver Soaring,” as two journalists document the explosion in investment interest in the metals markets.

Wednesday, December 29, 2010

Gold and Silver Lease Rates Jump at Year End / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

Through the usually flat week between Christmas and New Year's celebrations, at least one (or perhaps a handful) investor is looking to borrow some gold and silver this year.  Overnight, lease rates exploded by more than 500% on both gold and silver.

Tuesday, December 28, 2010

Former Shell Oil Chief Predicts $5 Gas by 2012 / Commodities / Gas - Petrol

By: Mac_Slavo

Though he’s no longer running one of the largest companies in the world, former President of Shell Oil John Hofmeister warns that the outlook for gas prices in the coming decade is not looking good:

Tuesday, December 28, 2010

Gold Tertiary Trend Headed Higher as Gold Consolidates at Higher Levels / Commodities / Gold and Silver 2011

By: Anthony_J_Stills

I have been watching recent developments around the world with considerable interest. There are renewed riots in Greece, new demonstrations in Italy, a growing divide between citizens and government in Ireland while tensions in Spain and Portugal increase daily. Also there are new developments in Belgium, Hungary and Poland as the debt disease spreads its own deadly version of the famous “green shuts” that have yet to materialize in the United States.

Tuesday, December 28, 2010

Three Things that Could Halt Gold’s Run / Commodities / Gold and Silver 2010

By: Jordan_Roy_Byrne

Normally we write about the things and conditions that cause precious metals to rise. While these things may be obvious, the corresponding rise in the bull market will not always be consistent and linear. Small and large corrections will occur along the way. Some will be purely technical while some have real drivers. There are three things that can precede a deep correction or consolidation in the precious metals complex.

Tuesday, December 28, 2010

The HUI Gold Stocks Index Holiday Fractal Seasonals / Commodities / Gold & Silver Stocks

By: Lorimer_Wilson

Goldrunner writes: The Holiday Season often tends to usher in strength for the Precious Metals Sector and this is especially true for those Holiday Seasons which are related in a fractal pattern.

Tuesday, December 28, 2010

Rarer Rare Earth Metals About To Get Even Rarer / Commodities / Metals & Mining

By: Jeb_Handwerger

What is so rare as a day in June, the poet asks? The answer..a sector in play, on a perfect day. The rare earth sector is experiencing an explosion of investment interest as China continues to place restrictions on Rare Earth Oxides (REO).

Monday, December 27, 2010

The Case For Buying Gold Today / Commodities / Gold and Silver 2010

By: Howard_Katz

The establishment argument against gold comes down to the statement that it is a collectable that earns no yield.  Art, rare coins, stamps and gold and silver bullion do not earn a yield.  Stocks, bonds and real estate earn yields, so the prudent investor should focus on these assets rather than gold or precious metals.