Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, July 23, 2010

Both Euro and Gold Lower / Commodities / Gold and Silver 2010

By: Mike_Paulenoff

The markets appear to be very nervous in general and particularly nervous about the EU stress test results, which have pressed the euro lower versus the U.S. dollar, which makes sense, but also has been accompanied by a sell-off in spot gold from $1204 to $1190. The gold sell-off does not make sense in relation to the flight away from euros, but is understandable if some investors continue to use any strength in gold to liquidate long positions to raise cash.

Friday, July 23, 2010

Gold Diverging Trend From Weak U.S. Monetary Inflation / Commodities / Gold and Silver 2010

By: Ned_W_Schmidt

We seem to do a lot of waiting. As 2009 ended, U.S. dollar was being forecast to be approaching the end of its existence. Presumably, we must continue to wait for that event. Moving on, forecasters had more recently been calling for imminent collapse of EU and vaporization of the Euro. Presumably, we must continue to wait for that event too. Many are still forecasting an imminent replacement of global currencies with Gold. Presumably, we must continue to wait for that too.

Friday, July 23, 2010

Oil Stocks XOI Undervalued / Commodities / Oil Companies

By: Zeal_LLC

Oil stocks have to be one of the most unloved sectors in the markets today.  The recent general-stock-market and oil corrections combined with the incredibly-negative psychology spawned by the BP oil spill have driven oil stocks down to deeply-oversold levels.  This swoon has also left this sector very undervalued, a barren wasteland strewn with great bargains for investors.

Friday, July 23, 2010

Market Vectors Gold Miners GDX ETF Forming A Top / Commodities / Gold & Silver Stocks

By: Guy_Lerner

Figure 1 is a weekly chart of the Market Vectors Gold Miners ETF (symbol: GDX). The pink and black dots represent key pivot points or areas of support (buying) and resistance (selling). There are two bearish signs that point to GDX forming a market top.

Friday, July 23, 2010

Gold Market Manipulation, Swaps Signal the Roadmap Ahead, BIS The Super SIV Solution / Commodities / Gold and Silver 2010

By: Gordon_T_Long

The news rocked the global gold market when an almost obscure line item in the back of a 216 page document released by an equally obscure organization was recently unearthed. Thrust into the unwanted glare of the spotlight, the little publicized Bank of International Settlements (BIS) is discovered to have accepted 349 metric tons of gold in a $14B swap. Why? With whom? For what duration? How long has this been going on? This raises many questions and as usual with all $617T of murky unregulated swaps, we are given zero answers. It is none of our business!

Friday, July 23, 2010

Gold Breaks $1200 as Europe's Secretive Bank-Stress Tests Fail to Reassure Investors / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD rose to a 5-session high above $1200 an ounce early Friday, showing a week-on-week gain for US, Euro and Japanese investors but holding unchanged against Sterling and Swiss Francs.

Friday, July 23, 2010

How to Buy Gold / Commodities / Gold and Silver 2010

By: Money_Morning

Peter Krauth writes: As an analyst and editor who specializes in the natural-resources sector, I spend a lot of time writing about gold, gold mining, and gold investing. Those are popular - and even emotional - topics with investors, which means that the columns, essays and advisories I write tend to generate a lot of comments and questions.

I think that's great. After all, an engaged investor tends to be a successful investor.

Thursday, July 22, 2010

Gold and Silver Bubble? / Commodities / Gold and Silver 2010

By: John_Browne

In the first few days of July, the prices of gold and silver appeared to break a five-month upward trend by drawing back about five per cent from the record June peaks. Despite many similar corrections that have occurred frequently during the long bull market in precious metals, pundits nevertheless looked to draw bold and significant conclusions from the drop. But just as investors were getting comfortable with the leading explanation - that a looming double dip recession will prevent inflation and thereby dampen demand for precious metals - the markets for both metals stabilized.

Thursday, July 22, 2010

Solving the Uranium Price Puzzle / Commodities / Uranium

By: The_Gold_Report

Apparently flouting the law of supply and demand and mystifying experts and analysts alike, depressed uranium prices present some excellent bargain-hunting opportunities for investors, according to Mercenary Geologist Mickey Fulp. In this exclusive interview with The Energy Report, Mickey shares some thoughts about his favorite players in the uranium space. He's also keeping an eye on natural gas stocks.

Thursday, July 22, 2010

The Coming Silver Price Supernova / Commodities / Gold and Silver 2010

By: Lorimer_Wilson

“Few investment opportunities arise in our lifetime like silver. The stage is set for a silver price percentage gain of extraordinary magnitude! Forget the popular refrain of “Got Gold?” and make some additions to your portfolio to take advantage of the coming silver supernova!"

Thursday, July 22, 2010

Natural Gas UNG ETF Takes Off / Commodities / Natural Gas

By: Mike_Paulenoff

Ahead of natural gas inventory data at 10:30am ET, the U.S. Natural Gas Fund ETF (UNG) has rocketed from 7.60 above key near-term resistance at 7.78/80 in what looks like a bullish surge out of its week-long consolidation area.

Thursday, July 22, 2010

Can OPEC Beat The Black Swans ? / Commodities / Crude Oil

By: Andrew_McKillop

Cheap oil doesnt help economic growth - Only about 10 years ago New Economists chimed that oil and gold are Sunset Commodities. So abundant, so low utility for the fastfood and finance derivatives based all-modern world of supermarket caddy wheelers and M&A guzzlers, that their price would just fade and drift away to nothing. Quite soon, they hinted, oil will be free and gold will be a harmless and cheap barbarous relic, just like Keynes always said.

Thursday, July 22, 2010

Gold Slips, Silver Gains with Stocks on Fed's Deflation Warning / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD slipped in early London trade on Thursday, while silver prices rose and Chinese stocks led world equities higher.

Long-dated government bonds ticked down following a raft of better-than-expected European data that also saw the Euro and Sterling both reverse Wednesday's drops vs. the Dollar.

Thursday, July 22, 2010

Silver Prices Take Tea with 200dma / Commodities / Gold and Silver 2010

By: Bob_Kirtley

The summer doldrums have descended upon us as evidenced by the lackluster performance of the producers, however, this should be thought of as the bargain hunting season, especially for silver bugs. The broader market is looking a tad rocky to say the least which could also have a knock on effect for the silver producers. The UD dollar would now appear to have formed a new downward trend as we suggested just two days after it topped in early June.

Wednesday, July 21, 2010

Gold Miners Upside Potential as Price Targets $1500 During 2011 / Commodities / Gold and Silver 2010

By: The_Gold_Report

Fascinated to see gold soar in a period of low inflation, Beacon Rock Research Founder Mike Niehuser won't be surprised if it crosses the threshold into 2011 at above the $1,500 price point. Whether it levels off or reaches new heights, Mike explains where to seek investment opportunities in this exclusive interview with The Gold Report. According to him, companies with improving near-term production, pipeline projects to expand reserves and promising exploration prospects present better-than-average potential for returns. Because the market is pricing some pessimism into equities these days, he also sees good opportunities in companies with strong potential to increase fundamental value.

Wednesday, July 21, 2010

Full Access to all of EWI's Intensive Energy Specialty Services / Commodities / Crude Oil

By: Nadeem_Walayat

We have managed to secure FREE access to Elliott Wave International's premium services at ZERO cost to you.

You can access EWI's intraday, daily, weekly and monthly forecasts from EWI's Energy Specialty Service right now through noon Eastern time Wednesday, July 28. This service is valued at $347/month, but you can get it FREE for one week only!

Wednesday, July 21, 2010

Government Moves to Tax, Track All Gold Transactions / Commodities / Gold and Silver 2010

By: Mac_Slavo

When Nancy Pelosi said we have to pass the bill before we can find out what’s in it, few had any idea that the Obama health care legislation would expand well beyond the health care industry.

According to an ABC news report, the new 1099 provisions in the health care bill, which will force business owners to declare all purchases over $600 on their yearly tax return, will also directly affect the sale of gold coins and bullion:

Wednesday, July 21, 2010

Fresh Irony for Swiss Central-Bank Gold / Commodities / Gold and Silver 2010

By: Adrian_Ash

The SNB can neither squash gold, nor (yet) destroy its own currency. But not for lack of trying...

GOOD JOB that gold bullion is just an inert lump of metal and holds no grudges.

Wednesday, July 21, 2010

Gold Rallies Important Trendline Support, Silver and Copper Jump with Stocks / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF wholesale gold bullion bars jumped late-morning in London on Wednesday, reversing the week's 1.5% drop to new two-month lows, as the Euro and Japanese Yen both slipped against the Dollar.

Federal Reserve chairman Ben Bernanke was scheduled to speak before US lawmakers, with traders likely to watch closely for intimations of further quantitative easing ahead.

Wednesday, July 21, 2010

The Mysterious 380-Tonne Gold Swap and Genius Gold Bugs / Commodities / Gold and Silver 2010

By: Richard_Daughty

Those of us who are now called “gold bugs” will soon be referred to as “genius rich persons who must be obeyed” because we bought gold, silver and oil while the rest of the world got laughably infatuated with paper assets, which top scholars will tell you shows why the word “infatuated” sounds sort of like “flatulence” in a secret-code kind of way, which (when one has successfully calibrated one’s Mogambo Secret Decode Ring (MSDR)) can be unscrambled to reveal the message, “You will be so rich that when you fart, you can ask ‘What is that smell?’ and all around you people who have been losing everything by not buying gold, silver and oil will answer in unison ‘It is truly the smell of sweet, sweet roses, second in delight only to the heavenly odor of your feet, oh, glorious genius rich person!’ because they know what will happen to them if they don’t.”