Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, July 19, 2010
Euro Rebound Oil Price Rebound / Commodities / Crude Oil
By: Andrew_McKillop
Since the start of July, the euro has stormed back to a backdrop of increasingly clear US-Europe economic fundamentals, that is weak US recovery and very weak recovery in Europe, with massive sovereign debt and government deficits in both regions. The currencies in play, the US dollar and Eurozone 16 Euro, are twin pillars of fiat money printing excesses, but at this moment, if the Euro is a Fiat currency, the US dollar looks more like a Trabant currency.
Monday, July 19, 2010
Gold "Entrenched in Tight Range" as "Lazy Summer Trading" Wears On / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD ticked lower in London on Monday morning, slipping towards new 8-week lows at $1185 an ounce in what one dealer called "very quiet" trade.
Gold trading in Asia was also "lazy" according to one local dealer, as the US Dollar reversed last week's late gain against the Euro on the FX market and silver dropped 10¢ to $17.80 an ounce.
Monday, July 19, 2010
Silver Approaching Major Bear Market Breakdown, Gold Would Target $970 / Commodities / Gold and Silver 2010
By: Ronald_Rosen
Silver Bullion Is Approaching A Breakdown. A Close Below $17.70 Will Break The 21 Month Uptrend. A [C] Leg Close Below The $8.40 Low Of The [A] Leg Will Complete A Flat Type Correction.
Monday, July 19, 2010
Gold, Crude Oil and SP500 Technical Trading Patterns / Commodities / Gold and Silver 2010
By: Chris_Vermeulen
It was an interesting options expiration week for equities that’s for sure. We saw some very choppy price action with large waves of buying and selling as the bulls and bears fought for control.
Both Gold and Oil closed lower for the week which is not a good sign considering the US Dollar dropped like a rock along with them.
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Monday, July 19, 2010
China Déjà Vu Pipeline Explosions and Oil Spill / Commodities / Crude Oil
By: Dian_L_Chu
Just when BP finally seems to have got a handle on the Macondo well with the successful containment cap, multiple explosions and oil spill are taking place--halfway around the globe--in China.
Sunday, July 18, 2010
Gold Looking Weak, Fridays Action Kills Hope for a Rally / Commodities / Gold and Silver 2010
By: Merv_Burak
Friday may have killed any hope of a good rally. Gold is looking weak and the price trend has been weakening for quite some time. Are we at the top?
GENERAL COMMENT
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Sunday, July 18, 2010
Gold Prices Holding Up Well / Commodities / Gold and Silver 2010
By: Bob_Kirtley
Despite Portugal’s sovereign debt being down graded the eurocrats have managed to calm the waters and keep the euro reasonably steady. Austerity is the word for the Europeans, real or imagined, whereas stimulus is the word for the United States. Interestingly the euro is steady but the dollar has lost 6.8% of its value in just over a month as the spot light once again is focused on the fundamentals of the dollar. Throw in a down grade from the Chinese and things don’t look to bright for the US sovereign debt.
Friday, July 16, 2010
Summer Slump Good for Gold / Commodities / Gold and Silver 2010
By: The_Gold_Report
A professional investor with Boy Scout genes in his DNA, Mercenary Geologist Mickey Fulp picks winners in the junior resource sector based on three criteria: share structure, people and projects. In this exclusive Gold Report interview, Mickey touches on how he studies up on such key factors as insider holdings that indicate management's skin in the game and the public float necessary for liquidity. He also suggests that the summer slump—with low volumes and low prices—is a good time for some homework on equities that could double within 12 months.
Friday, July 16, 2010
Is the Gold Trade “Crowded”? / Commodities / Gold and Silver 2010
By: Jeff_Clark
Jeff Clark, Senior Editor, Casey’s Gold & Resource Report writes: It’s true that GLD’s assets just passed the $50 billion mark, and that it’s the second largest U.S. ETF. Yes, mints had difficulty filling orders when the Greek crisis broke. And yes, the gold price is up nine years in a row.
Friday, July 16, 2010
Austrian and Keynesian Economics, Price Target for Gold and Silver Mining Stocks / Commodities / Economic Theory
By: Przemyslaw_Radomski
We live in an era of unparalleled confusion on monetary and economic issues. It’s almost like a shoot-out among the economists in the Old West, except that here you can’t tell the good guys from the bad guys. You read so many conflicting reports, editorials, and newsletters that it’s easy to get befuddled.
There are those who say inflation, those who shout deflation. Some say print more money, others say halt the printing presses. There are those who say bail them out, and the others who say let them fail. There are those who say gold is going up to $2,000 and even to $5,000, and those who say it’s a bubble about to burst. We’re in a bear market, sell all your stocks. No, we’re in a bull market, buy, buy, buy.
Friday, July 16, 2010
Gold and Silver Slide Together on Weak US CPI Inflation Data / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD fell hard at the start of New York trading on Friday, dropping back to this week's early lows for Dollar buyers – and hitting the lowest price since early May for Euro, Sterling and Aussie buyers – while stock markets sank on weak US data.
Commodity prices slipped, with silver also falling toward Tuesday's low of $17.80 an ounce.
Friday, July 16, 2010
Why Uranium Prices Will Rise / Commodities / Uranium
By: Andrew_McKillop
NUCLEAR RENAISSANCE, URANIUM SHORTAGE -
After a long lost decade, stretching from shortly after the Chernobyl catastrophe of 1986, to around 2003, the nuclear renaissance is in full flood: the pro-nuclear World Nuclear Association (formerly the Uranium Institute) reports that as of July 2010 at least 55 new reactors are under construction in 13 countries. Power capacity added through 2010-2020 is forecast at a minimum of about 75 GW, with other estimates extending far beyond 100 GW.
Friday, July 16, 2010
Gold Consolidates in the Summer Doldrums as Dollar Falls Sharply / Commodities / Gold and Silver 2010
By: GoldCore
Gold eked out small gains yesterday as the dollar fell sharply on concerns about the US economic outlook which the poor Google and JP Morgan results did not help. Gold continues to consolidate around the $1,200/oz level and since the start of July gold (in USD terms) remains in a tight range between $1,185 and $1,218/oz where there is a determined seller. Gold is currently trading at $1,206/oz, €930/oz and £785/oz.
Friday, July 16, 2010
Bear Cloud Hanging Over Gold / Commodities / Gold and Silver 2010
By: Seven_Days_Ahead
The 2010 recovery in Gold has so far failed to hold the higher levels above its previous peak made last December. There is a weakness creeping into the chart structures that puts us on the alert for a bear attack.
Friday, July 16, 2010
Brazil Feeding the World / Commodities / Brazil
By: Frank_Holmes
Cheap labor and a good climate for crops have positioned Brazil to make gains in agriculture. This week we sent global strategist Jack Dzierwa (pictured here) south for a look at opportunities.
Brazil is currently #4 in the world in agriculture, and the sector is the largest component of the country’s $2 trillion economy. It employs more than 20 million people, or one out of every five workers in the nation.
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Friday, July 16, 2010
We Can't Live Without Gulf Oil / Commodities / Crude Oil
By: The_Energy_Report
Tragic as the situation is, "everything is going to be okay" in the Gulf of Mexico, according to Stansberry & Associates Investment Research Founder Porter Stansberry. Porter, who built his reputation on finding safe-value investments poised to give his followers years of exceptional returns, also has a reputation as an independent thinker with a penchant for "out-of-consensus" viewpoints. He shares some of his contrarian opinions in this exclusive interview with The Energy Report. Porter sees no risk of bankruptcy or default with BP, the Macondo emerging as an enormously beneficial well, and more drilling there in the future because 1) there are no good replacements for oil and 2) "we can't live without oil from the Gulf."
Thursday, July 15, 2010
Agri-Food's Impact From Russia's Worst Drought in a Decade / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Last we talked was how pigs were being made into bacon in the markets for oats. Many at that time perhaps did not realize that both a cash and futures market existed for their oats. In that discussion we noted that a goodly reason the back of the bear run in oats was broken was too much rain in Canada. Weather, it seems, has a way of ignoring the forecasts of analysts and traders. Those lost oats, and other grains, in Canada, will indeed be made up, NEXT YEAR. Agri-Foods are not produced in factories.
Thursday, July 15, 2010
Gold Strategy To Turn $10,000 into $2 Million / Commodities / Gold and Silver 2010
By: DailyWealth
Dr. Steve Sjuggerud writes:I came up with a Simple Strategy to tell you when to own gold... and when not to.
It's so simple, you could teach a monkey to follow it.
Best of all, $10,000 invested in this Simple Strategy would have turned into nearly $2 million. Just buying and holding gold over the same time period would have turned $10,000 into just $300,000.
Thursday, July 15, 2010
Gold New All Time Highs in Euros Likely / Commodities / Gold and Silver 2010
By: GoldCore
Gold continues to consolidate above the $1,200/oz level and traded in a range between $1,207/oz and $1,215/oz overnight in Asia. Gold has risen slightly in European trade as the dollar has come under pressure. The poor retail sales have created concerns about the health of the US consumer and the other poor recent data on jobs and trade and budget deficits may see the dollar come under pressure again. Support for gold is at $1,195/oz and resistance is at $1,217.90/oz.
Thursday, July 15, 2010
Why Gold Bullion is Outperforming Mining Stocks / Commodities / Gold and Silver 2010
By: Nick_Barisheff
If the investment choice is between mining stocks and physical bullion, it is essential to remember that these are different asset classes with entirely different risk/reward attributes. Mining stocks and bullion perform quite differently when the global economic environment is in turmoil, as is the case today. Banking crises, trillion-dollar deficits and the accelerating depreciation of many of the world’s major currencies do not create positive conditions for equity markets, which is why investors are fleeing to the safety of physical bullion.