Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, October 16, 2010

Silver Major Price Breakout and Manipulation Timeline / Commodities / Gold and Silver 2010

By: Bill_Downey

During the spring and summer of 2010, the price of silver was caught in a trading range of $17.00-19.50.  But that all changed at the beginning of September.  From a rally low of $17.50 last summer, the price has exploded to the $25 dollar area in barely two months.  What happened?

From a fundamental perspective the Perma bulls in silver have forever been describing the supply situation as one that cannot sustain demand and that a powerful rally to unprecedented heights would take place.   To their credit and patience, the move may have finally started a few months ago. 

Friday, October 15, 2010

Will the Gold, Silver, Oil and other markets tolerate a Euro $1.50 - $1.70 Dollar? / Commodities / Gold and Silver 2010

By: Julian_DW_Phillips

Fed Chairman Ben Bernanke said he thought the current high unemployment and low inflation environment would linger into 2011 and as a result there is a "case for further action" on the monetary policy front. Mr. Bernanke said the Fed might expand its holdings of longer-term securities. He also said that the Fed has little experience in judging the economic effects of more asset purchases. This tells us that we are stepping off into new territory. The same will be true of the rest of the world.

Friday, October 15, 2010

Gold Junior Miners GDXJ ETF Analysis / Commodities / Gold and Silver 2010

By: Zeal_LLC

Gold’s relentless climb to new record highs is driving a renaissance of investor interest in junior gold stocks.  This fascinating subsector amplifies investing’s usual risk-reward equation to breathtaking extremes.  While the great majority of junior golds will end up worthless, the few that strike it big enjoy some of the largest gains ever seen in the financial markets.  We’re talking 100x+ returns!

Friday, October 15, 2010

Gold and Silver Spike on Bernanke Speech / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF BOTH gold and silver bullion spiked sharply at the start of New York dealing on Friday, briefly nearing yesterday's record levels as Federal Reserve chairman Ben Bernanke spoke on monetary policy, and the US Dollar sank.

Failing to detail the size of quantitative easing now due – and admitting that policy-makers lack "experience" of its economic effects – Bernanke confirmed that the Fed is "prepared to provide additional accommodation if needed to support the economic recovery," in a speech on Boston.

Friday, October 15, 2010

Fort Knox Gold and What Your Should Do / Commodities / Gold and Silver 2010

By: LewRockwell

But Ron Holland fears it’s not just the beer talking about Fort Knox.

Gold reached a record high of $1,376 per ounce this Thursday morning but I’m writing about Fort Knox because of an unexpected conversation I had yesterday with a distant friend. We have known each other for 35 years but have only seen each other once over the last two decades due to busy schedules and distance. He had a long distinguished career in the gold business before retirement and is now battling a terminal cancer which can be treated but not cured.

Friday, October 15, 2010

Time to Sell Gold Stocks? / Commodities / Gold & Silver Stocks

By: Jason_Hamlin

The rocket ship has finally blasted off for precious metals investors, who have seen massive portfolio gains over the past few months. Gold is up 17%, while silver is up a blistering 29% since late July. The Gold Miners ETF (GDX) advanced 23%, but the smart money was riding on the Silver Miners ETF (SIL), up 37% in just over two months. Not too shabby considering the S&P 500 is up just 10% during the same time period.

Friday, October 15, 2010

Natural Gas UNG Backing and Filling After Bounce / Commodities / Natural Gas

By: Mike_Paulenoff

Yes, undoubtedly, many a would be-bull in Natural Gas and the U.S. Natural Gas Fund ETF (UNG) has risked life and limb to participate in a sustainable upmove for more than two years, but none has been forthcoming.

Thursday, October 14, 2010

Aggressive Gold Investors Target $1400, and Silver $25 / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE WHOLESALE PRICE of gold and silver bullion retreated from fresh record highs against the Dollar early Thursday afternoon in London, slipping back from overnight jumps of 1.3% and 4.5% respectively as the US currency's latest plunge paused.

European stock markets reversed early gains, but Asian stocks ended the day more than 1.5% higher on the MSCI index, as the Japanese Yen squashed the Dollar to a new 15-year low beneath ¥81 and the Euro leapt above $1.41.

Thursday, October 14, 2010

U.S. Mint 5oz Silver Bullion Coins Nearing the Market / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

The U.S. Mint should soon release a new five ounce silver bullion coin that it first suggested would be launched “later in 2010.”  The coins will be .999 pure and utilize the same design as the mint's “America the Beautiful” quarters, which were first coined at the beginning of the second quarter 2010.

Thursday, October 14, 2010

Gold Reaches New Record Highs and Silver Reaches Record 30 Year Highs on U.S. Dollar Weakness / Commodities / Gold and Silver 2010

By: GoldCore

Gold rose to new record nominal highs and silver to 30 year nominal highs again this morning as the dollar weakened and there were renewed concerns that large banks may have to raise more capital. Gold's rise is not solely a dollar story with gold rising to near record nominal highs even in the safe haven currencies of the yen and Swiss franc. Gold rose to 112,537 yen an ounce in trading in London this morning, the highest price since June 28.

Thursday, October 14, 2010

Gold, Euro Continue Gains on Weak U.S. Dollar / Commodities / Gold and Silver 2010

By: LiveCharts

Despite some positive earnings reports, investors remain concerned about recovery prospects in the US. Analysts are also mixed about the long-term effects of the Fed buying Treasuries to help spark the economy.

Gold has not looked back since clearing $1,300 and has a Wednesday (October 13) morning spot rate of $1,358. Gold remains the investment of choice for safe money speculators who seem to have bought into the prospects of gold moving toward $2,000 in the near future.

Thursday, October 14, 2010

Gold Investors Warning, Despite Record Prices Your Holdings May be Worth Less Than You Think / Commodities / Gold and Silver 2010

By: Money_Morning

Keith Fitz-Gerald writes: Record gold prices are becoming an almost-daily headline, with the "yellow metal" making a run at $1,400 an ounce. And while this is great for the investors who are along for the ride, there is an important caveat - your gold may not be worth as much as you think it is.

Thursday, October 14, 2010

Nothing Like Uncertainty to Boost Gold Prices / Commodities / Gold and Silver 2010

By: Bob_Kirtley

A snap shot of the year as captured by the above chart, shows that we have in first place silver, followed by gold, which is closely followed by the gold producers and in fourth spot, heading the wrong way, the US Dollar. Despite the stated strong dollar policy, the reality is that the United States Dollar is in free fall.

Thursday, October 14, 2010

The Gold Contrarian Call / Commodities / Gold and Silver 2010

By: Jordan_Roy_Byrne

Numerous recent busts (technology, banks, internet, oil, stocks, etc) have given rise to the principle of contrarian investing. Contrarians seek to buy when sentiment is bearish or when a market is completely ignored. They seek to sell when a market is overpriced or overvalued. The problem nowadays is that everyone has bubble fatigue. The herd seems to think that whatever rises is a bubble and will automatically go bust.

Thursday, October 14, 2010

Casey Gold Summit Offers Investment Nuggets / Commodities / Gold and Silver 2010

By: The_Gold_Report

Carlsbad is several hundred miles south of Sutter's Mill, but the experts and investors who gathered for Casey Research's recent Gold Summit were just as enthusiastic about the precious metal as the prospectors who headed into the hills back in 1849.

Thursday, October 14, 2010

Take Away the Financial Crisis Mentality and Gold Looks Precarious / Commodities / Gold and Silver 2010

By: The_Gold_Report

When Tony Parry, a senior analyst with Sydney, Australia–based Resource Capital Research, builds his long-term models for Australian junior gold companies, he's using a long term gold price of $900 per ounce. Tony thinks gold's fundamentals are weak and that fear is artificially propping up the price. In this exclusive interview with The Gold Report, Tony makes the case for a lower gold price and tells us about some small gold companies Down Under with exceptional prospects for growth even at $900 gold.

Wednesday, October 13, 2010

Global Currency Market Chaos Sends Gold Soaring / Commodities / Gold and Silver 2010

By: Mike_Shedlock

Emerging market economies are under increasing stress as a result of the horrendous economic policies of the Fed.

Wednesday, October 13, 2010

Gold Near Parabolic on Hopes of QE2 Starting in November / Commodities / Gold and Silver 2010

By: Ned_W_Schmidt

We want QE II on 3 November. No, we demand that the U.S. Federal Reserve announce QE II, quantitative easing second act, on that day. We want confirmation. No, we demand confirmation that Keynesian economics is both intellectually bankrupt and a complete failure!

Wednesday, October 13, 2010

Can the G-20 and the I.M.F. Burst the Gold Bubble? / Commodities / Gold and Silver 2010

By: Julian_DW_Phillips

When George Soros stated that gold was the "Ultimate Gold Bubble," we believe that he was not saying that it is now in a price bubble, but that it would one day get there. This is backed up by his accumulation of gold and gold shares since then. So we are not looking at a 'gold bubble' even with gold at this price.

Wednesday, October 13, 2010

Gold Nears USD and Sterling Highs as Washington Denies "Global Currency War" / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD stalled $3 shy of last week's all-time Dollar record in London trade on Wednesday morning, peaking above $1361 an ounce as the US currency fell and global stock markets rose sharply.

Gold priced in Sterling rose within 1.3% of June's record peak at £870 per ounce.