Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, June 29, 2010
Crop Cycles and Agri-Food's Price Inelasticity / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Investment world has many saying that have come down from those that went before us. They learned those lessons the hard way, by paying for them. We have been told, for example, that bears get rich and bulls get rich, while pigs are made into bacon. Many simply ignore the wisdom of the ages. In doing so, they must learn from their own mistakes rather than learning from those mistakes paid for with someone else's money.
Tuesday, June 29, 2010
Gold Plunges From Important Top as Global Stocks Slump / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD in wholesale dealing fell further in London on Tuesday morning, extending its drop to almost 2.5% from yesterday's near-record high, as world stocks sank and commodity prices also dropped.
Government bonds rose, pushing 10-year US Treasury yields down towards 3.0%.
Tuesday, June 29, 2010
Short Squeeze in Coffee and Sugar Could Soon be Seen in Gold and Silver Market / Commodities / Gold and Silver 2010
By: GoldCore
Gold rose to nearly touch its record nominal high of $1,264/oz yesterday and reached a new record London PM fix at $1,261/oz at 1500 GMT. Gold then came under severe selling pressure despite no ostensible market moving data. Gold has traded sideways in Asian and early European trading despite stock markets falling on renewed risk aversion. European debt and funding concerns remain and are being added to by concerns about the economic recovery. China's stock market fell a very sharp 4% overnight on growth concerns and this has contributed to risk aversion.
Tuesday, June 29, 2010
Fractional Gold And Silver Accounts / Commodities / Gold and Silver 2010
By: Darryl_R_Schoon
Deceit becomes fraud only when you can’t deliver
Many of those interested in Austrian economics have been waiting for what Austrian economist Ludwig von Mises called the crack up boom. My advice: Don’t wait. The crack-up boom may already have happened. Get ready for what’s next.
Tuesday, June 29, 2010
Is Gold About To Peak? / Commodities / Gold and Silver 2010
By: David_Banister
Let me first start by saying I’ve been a long term “Gold Bull” since the fall of 2001, based both on economic factors as well as Elliott Wave patterns that I think are clear on Gold’s Bull rise. As we are now almost in a Fibonacci 21 months of Gold rally off the October 2008 bottom, I think this pattern is getting long in the tooth.
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Tuesday, June 29, 2010
Gold Miners and Explorers Face Serious Supply Problems / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Geologist Brent Cook, of Exploration Insights, in this exclusive article for The Gold Report, takes a look at the major gold mining companies' dilemma—declining production as the gold price is hitting record levels. He also explains how the junior gold explorers are confronting a similar dilemma—fewer legitimate exploration properties with the real potential to host a major economic deposit. The rare micro-cap company that discovers a meaningful gold deposit is immediately in the sights of the cash-rich gold mining companies in need of new reserves. More importantly, anyone owning these junior companies, a few of whom are mentioned later, stands to make a substantial profit.
Monday, June 28, 2010
Gold Price Dips! / Commodities / Gold and Silver 2010
By: Steve_Betts
"The greatest of all infidelities is the fear that the truth will be bad." --- Herbert Spencer - (1820-1903) British author, economist, philosopher
We might as well start the week out right and talk about gold. Today we see typical behavior with respect to the yellow metal as it grew gradually stronger in the morning as the spot price traded as high as 1,263.90. Then at 11 am EST someone came in and knocked the price down to 1,234.70 in a matter of thirty minutes or so. Right now at 12:35 am EST the spot price is trading at 1,242.50, and if things run true to form, the spot price will eventually crawl its way back up toward unchanged, or maybe even slightly higher. We saw similar reactions last week, it’s a commonplace occurrence going back more than a month, and investors find it upsetting. I know it upsets them because I read their e-mails! The problem is a matter of perception.
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Monday, June 28, 2010
Did the G-8 Push Us Closer to Gold Confiscation? / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
The global economic recovery is not looking good. The G-8 meeting this weekend saw divisions that could lead [as the I.M.F. put it] to losses of trillions of dollars and millions of jobs. Now it is reported that Mr. Bernanke and his close allies at the board in Washington are worried by signs that the U.S. recovery is running out of steam. The E.C.R.I. leading indicator published by the Economic Cycle Research Institute has collapsed to a 45-week low of -5.7 in the most precipitous slide for half a century. Such a reading typically portends contraction within three months or so.
Monday, June 28, 2010
Gold Price Manipulation Prior to Options Expiration Exposed / Commodities / Market Manipulation
By: Jason_Hamlin
Gold futures expire today, June 28th. If you follow the manipulation theories, it is just prior to expiration time, either in futures or options, that paper shorts increase their net short positions in order to manipulate precious metals (and stocks) downward. This allows the manipulators to profit as the contracts they sold to unwitting investors expire worthless. The sudden drop in price also provides an opportunity for the shorts to cover their positions, profiting via paying back their creditors with lower priced gold or equities.
Monday, June 28, 2010
Gold and Crude Oil are Mandatory Investments / Commodities / Investing 2010
By: Larry_Edelson
I put out my first major buy signal in gold way back in early 2000, when gold was trading at about $260 an ounce. I said then that gold was an easy double, moving to at least $500 over the next two years.
I told my readers to add to their gold positions in October 2004, when gold crossed above the $400 level …
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Monday, June 28, 2010
Gold Near Record High as Eurozone Faces Heavy Re-Financing in July / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD was little changed overnight in Asia and early Monday in London trade, holding within 0.5% of last week's all-time Dollar high as Tokyo stocks slipped but European share crept higher.
The MSCI index of world equities lost 3.5% last week in Dollar terms. Spot gold prices dropped $1 per ounce to $1256.
Monday, June 28, 2010
Gold Investing, The Art Of Speculation / Commodities / Gold and Silver 2010
By: Howard_Katz
After the great gold bug victory of the 1970s, the economic establishment had been humiliated and disgraced. This was because none of them knew any economics. They all had gotten their fancy titles and positions by apologizing for the bankers’ privilege to create money. The bankers (and their associated vested interests) got rich. The American people got poor. (This is the first generation of Americans poorer than their parents.) And so it paid off for the bankers to hire a gang of charlatans, buy them fancy titles and infiltrate them into prestigious positions in academia so that they could use their prestige to defend the bankers’ privilege to create money.
Monday, June 28, 2010
Gulf Tropical Storm Threat Propels Crude Oil Prices Higher / Commodities / Gold and Silver 2010
By: OilPrice_Com
Crude oil prices surged ahead more than 3% on Friday as the first Atlantic tropical storm of the season began brewing in the Caribbean, raising concerns about disruption of production and refining in the Gulf region.Read full article... Read full article...
Sunday, June 27, 2010
Silver Giant Double Top Suspected / Commodities / Gold and Silver 2010
By: Clive_Maund
While silver is certainly in position to break out to new highs, which would be expected to lead to a substantial advance, its chart at this time should certainly give cause for concern to the more cautious and prudent investor.
Sunday, June 27, 2010
Gold Imminent Reversal and Retreat, Stocks Bear Market Pattern Developing / Commodities / Gold and Silver 2010
By: Clive_Maund
A great way to make yourself popular is to tell people what they want to hear, and the trick is to make yourself scarce before the wheel comes off, or at least slip quickly into the background when it does. Thus you’ll find no shortage of articles out there telling you what a great investment gold is and the countless reasons for buying it. They are “playing to the gallery” which is normal near a market peak. However, most of the evidence that we are examining points to an imminent reversal and retreat - not a bearmarket though as the bullmarket in gold is thought to have much further to run and will probably end in a spectacular parabolic blow off with prices at dizzying heights compared to today, but this is still a long way ahead of us - over a shorter time horizon we may first have to deal with a significant correction.
Sunday, June 27, 2010
Gold Price Recovery Suspect / Commodities / Gold and Silver 2010
By: Merv_Burak
Although gold has recovered from its mid-May plunge the strength of the recovery has been very weak and the recovery itself is suspect because of that. Although gold remains BULLISH for all time periods that may not last long. Be on guard for any surprises.
Sunday, June 27, 2010
Deepwater Drilling Gulf Of Mexico Fundamentally Flawed Protocol In Use Of Cement / Commodities / Crude Oil
By: Dr_Stephen_Rinehart
Background: Cement is a quasi-hard material that is 8X to 10X stronger in compression than tension. It has been the industry standard for sealing oil wells for decades. As deepwater drilling progresses in the Gulf of Mexico (and worldwide), there is an increasing need for much higher strength “cements” and significant research has been devoted to this area in past decade. MMS (Mines Management Services) had projects ongoing in 2001-2002 to determine industry cements to produce a tight seal in an annulus (Ref: Long Term Integrity pf Deepwater Cement Systems Under Stress/Compaction Conditions, Report 3 Issued Nov 19, 2002 by Cementing Solutions).
Sunday, June 27, 2010
Curious Move in United States Oil Fund USO / Commodities / Crude Oil
By: Dian_L_Chu
United States Oil Fund (USO) was a big mover on Friday jumping 3.69% to $35.65, outperforming other ETFs. The fund was trading in the negative territory for the most part in the morning, but spiked up around 11:45 EST, and kept the momentum through closing.
Sunday, June 27, 2010
UN Predicts Global Rise of Food Prices / Commodities / Agricultural Commodities
By: Pravda
In the next ten years, prices for agricultural products in the world will grow in real terms by 15-40%, say experts from the Organization for Economic Cooperation and Development and the Food and Agriculture Organization of the UN. The reason for it is the increasing demand for food in developing countries and production of biofuels.
Saturday, June 26, 2010
Gold, GLD, GDX and SLV, Does November 2009 Repeat in July 2010? / Commodities / Gold and Silver 2010
By: John_Townsend
Last week I offered some analysis using the True Strength Index indicator on the daily and hourly charts of GLD, GDX and GDXJ. This week I would like to offer what I believe to be a realistic look at what could be headed our way in the upcoming month of July. The charts in this article were made using the publically available software at FreeStockCharts.com.
The best way to understand the big picture is to look at the big picture, so let’s do that. What follows is a weekly chart of GLD. I set the time frame back over a year and use the True Strength Index indicator below the weekly price data.