Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, August 18, 2010

Silver Price Trend Update / Commodities / Gold and Silver 2010

By: Bob_Kirtley

We kick off with a light hearted review of silver taking a quick look at the chart for silver prices where we can see that they have been consolidating nicely over the last three months or so. The technical indicators are more or less in the middle of their respective ranges and as so have room to move higher. As we see it this current set up bodes well for silver to make some real progress from now through until January 2011.

Tuesday, August 17, 2010

Silver Stocks Offer Value / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

In our last editorial we showed a few charts of our junior gold and junior silver indices.

Gold has moved well past its 2008 high and the same has happened with our junior gold index. Silver, at its recovery peak was within 7% off its 2008 high while our junior silver index was 25% off its 2008 high. While the junior silvers have recovered, they have lagged both the junior golds and Silver.

Tuesday, August 17, 2010

They Died Before the Oil Ran Out / Commodities / Crude Oil

By: OilPrice_Com

There is an open secret in the oil industry that dare not speak its name: peak oil.

Well, two did speak its name and gained no acclaim for it. One, M. King Hubbert, died years ago. The other and the most controversial, Matthew Simmons, died at his Maine summer home Aug. 8.

Tuesday, August 17, 2010

The Shine Comes Back to Gold / Commodities / Gold and Silver 2010

By: INO

We have had a number of folks on our blog asking us about upside targets in the gold market.  Hopefully this short two minute video will answer those questions.

Tuesday, August 17, 2010

China Becomes Largest Global Energy Consumer / Commodities / Energy Resources

By: Joseph_Dancy

Since the early 1900’s the U.S. has been the world’s largest energy consumer and the world’s largest auto manufacturer. It took a century to accomplish, but last year China knocked the U.S. from its perch as the world's largest auto market. Last month the International Energy Agency claimed China’s total energy usage exceeded the U.S. for the first time last year – making China the world’s largest energy consumer.

Tuesday, August 17, 2010

What's Really Driving the Gold Price Now? / Commodities / Gold and Silver 2010

By: Julian_DW_Phillips

At the moment, it appears that the gold price is being linked to the state of the global economic growth or lack thereof. Is it? Or are there other factors that contribute to the rise in the demand for gold? A look at the different types of demand gives us perspective on the real influences on the gold price.

Tuesday, August 17, 2010

Hedge-Fund Giants Buy Gold to Hedge Against Inflation / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD touched a new 7-week high of $1228 per ounce on Tuesday morning in London, rising for US investors as world stock markets crept higher and the Dollar fell against both the Euro and Yen.

Crude oil slipped towards a five-week low, but new data showed US factory-gate inflation jumping from 2.8% to 4.2% year-on-year last month.

Tuesday, August 17, 2010

China Causes Gold Prices to Spike, How to Profit? / Commodities / Gold and Silver 2010

By: Money_Morning

Martin Hutchinson writes: When recently gold sold off and fell as much as 8% below its record high level of $1,260 an ounce, investors had to be more than a little concerned.

With the huge debt loads top world economies have taken on to rebound from the worst financial crisis since the Great Depression, investors have grabbed onto gold as the best way to hedge against the inflation and other financial calamities they felt were certain to come. So far, those calamities haven't materialized.

Tuesday, August 17, 2010

IMF Gold Sales and the US Government Bubble / Commodities / Gold and Silver 2010

By: David_Urban

The continuing sales of Gold by the IMF and the emerging bubble in the US Government set the stage for the next move higher in late 2010/early 2011.  Until then investors should pay close attention to the charts and wait for opportunities to add to gold positions while these stories play out in the market.

Monday, August 16, 2010

Gold Still Burns Bright / Commodities / Gold and Silver 2010

By: The_Gold_Report

Sprott Asset Management's Chief Investment Strategist John Embry loves to talk gold. And we love to listen. We thought you might, too, because he's always long on opinion and predictions. John envisages that the "extraordinarily painful" economic times ahead will ultimately lead to a new currency backed by, of course, gold. In the meantime, John suggests you "protect yourself" from downside risk by shifting 25% of your portfolio to precious metals. In this exclusive interview with The Gold Report, John even proffers some names to help you bulk up.

Monday, August 16, 2010

Soaring Wheat Price Lifting the Whole Global Grains Market Higher / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

Chart below of the Agri-Food Price Index makes a very clear statement on the state of Agri-Food prices. Index continues at a new cycle high. Versus the all time high of 2008, it is down only 3%. Those results compare more than favorably with the dismal results of the U.S. equity markets.

Monday, August 16, 2010

All That Glitters is Gold / Commodities / Gold and Silver 2010

By: Aden_Forecast

It was another action packed month. The volatility never seems to end, at least that’s the way it’s been for many months now… actually, for the past few years.

The markets have essentially been reacting to the news of the day for what seems like ages. When the news is good, they rise. When it’s bad, or perceived to be bad, the markets get nervous, they become vulnerable and they decline. And investors simply don’t know what to do. They’re still edgy and uncertain. And as long as this continues, the entire outcome could go either way….

Monday, August 16, 2010

Smoke From The Copper and Gold Markets / Commodities / Commodities Trading

By: HRA_Advisory

The dollar denominated copper price benefited from a Euro recovery beginning in mid July.  Other base metals also gained from the falling Dollar.  Traders had become more cautious about gold after its long uptick, but some greater comfort with the economy after Europe managed to push back from the brink also helped the brief move into base metals.   However, internal fundamentals are also playing a role copper’s price move. 

Monday, August 16, 2010

Gold and Deflation / Commodities / Gold and Silver 2010

By: Frank_Holmes

I have been speaking and writing about gold’s appeal in a deflationary environment – this is a concept that opposes the conventional opinion that the gold price will not rise without inflation.

Those who cling to that singular gold-inflation relationship have not examined the history of gold as money. Whenever there is substantial inflation or deflation, governments tend to either be too slow to react or they overreact with policies, and this is typically good for gold.

Monday, August 16, 2010

Silver SLV ETF Pushing Against Resistance / Commodities / Gold and Silver 2010

By: Mike_Paulenoff

It is interesting that silver prices and the iShares Silver Trust (SLV) are up nearly 2% this morning, in sympathy with higher gold and a pullback in the dollar, but perhaps most importantly in sympathy with a sharp upmove in the Shanghai Composite Index (+2%), which suggests strongly that China is not slowing down nearly as much as the financial press would like us to believe and could very well become an increasingly supportive factor for industrial (and precious metals).

Monday, August 16, 2010

Debt Crisis Ignition, Gold Stocks Disaster or Opportunity / Commodities / Gold and Silver 2010

By: Neil_Charnock

Isn’t that funny; everybody is getting risk adverse again - what a surprise.  Before I highlight an excellent strategy for US and European investors I need to announce two general warnings about the near future.  Markets are currently irrational and dangerous because they have factored in growth based on wrong assumptions.  This has recently led to the wrong stance on risk in the global markets as well.  We have been warning our Members about this and related issues for a few weeks in our newsletter – ahead of the recent high so they had the opportunity of selling into the strength.

Monday, August 16, 2010

Gold Rallys to Retrace Last Months Sell Off / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD rose to its best level since the start of July in early trading on Monday, rising above $1226 per ounce as world stock markets sagged but commodity prices ticked higher.

Crude oil bounced from a 1-month low, and wheat futures rose again after dipping from this month's near-two year high – sparked by Russia banning exports amid its worst drought in five decades.

Monday, August 16, 2010

Are Gold Stocks Worth the Effort? / Commodities / Gold and Silver 2010

By: Bob_Kirtley

We recently posed this question while while re-assessing our silver portfolio and concluded that we were currently not getting the leverage to the metals that investing in the stocks should return given the inherent risks associated with mining operations.

Monday, August 16, 2010

Hotshot Analysts and Gold Buy Low / Commodities / Gold and Silver 2010

By: Howard_Katz

A word to those looking for financial/economic advice:  Buy me at my low.

There are, from time to time on Wall Street, a number of analysts—brokers, mutual fund managers, newsletter writers –who emerge from obscurity to shine brightly.  These people are making big profits.  Their customers are making big profits.  It appears that they have found the secret to the markets.

Monday, August 16, 2010

U.S. Dollar to Fade As Gold Heads Higher / Commodities / Gold and Silver 2010

By: Bob_Kirtley

One of the key technical signals we were looking for in anticipation of a new major rally in gold was a close above the 50 day moving average. Well, last week gold delivered that signal, twice.

Whilst we still need to see a close above $1220 to confirm this move, we are now very confident that a major rally in gold prices will begin in earnest in the next couple of weeks.