Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, February 20, 2009
Gold Stocks Surge / Commodities / Gold & Silver Stocks
By: Zeal_LLC
Earlier this week, the US stock markets (S&P 500) fell 4.6% to their lowest close since November 20th's panic low. It was a very unpleasant day as latent fears of bungled government meddling flared up again. But one sector, the gold stocks, was able to buck this very weak tape. That very day the HUI gold-stock index rallied 2.6%. Read full article... Read full article...
Friday, February 20, 2009
Protect Your Wealth from Collapsing Monetary Systems / Commodities / Fiat Currency
By: Oxbury_Research
“How To Preserve Wealth During Crises... And Why Central Banks Are Bad For Your Financial Health”
Last week we talked about the grave dangers of a Depression and recent media discussion as to whether or not we're about to enter one (or already are). That of course raises the question: if worst comes to worst, how did investors survive the last one?
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Friday, February 20, 2009
Gold Jumps as Stocks Slump / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE PRICE OF SPOT GOLD jumped Friday morning in London, touching $996.50 per ounce and nearing its ninth weekly gain in 3 months as world stock markets slumped yet again.Recording the highest London Gold Fix since 19th March '08 – the day after gold hit all-time highs at $1,032 on the collapse of Bear Stearns – gold surged $15 an ounce in two hours.
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Friday, February 20, 2009
Gold Busting Back Above $1000 as Stocks Resume 2009 Crash / Commodities / Gold & Silver 2009
By: Mark_OByrne
Gold has rallied strongly again this morning and is up 1.5% at $990/oz after consolidating around the $975/oz mark yesterday. Stock markets are under severe pressure again this morning after yesterday’s 7 year low close for the Dow Jones.
There is a risk here of a panic sell off in stock markets and the next leg down in the stock bear market looks imminent as the ills of the global financial system virulently infect the global economy. While gold has become overbought in the short term, its medium and long term fundamentals are as sound as ever.
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Friday, February 20, 2009
The Silver Slam / Commodities / Gold & Silver 2009
By: David_Morgan
Last week I mentioned that CIBC slammed the silver market and gave my opinion of where their analysis missed the mark. Tonight as I pen this missive in haste due to packing and flying requirements early tomorrow, it seemed the best to give a short introduction on the Silver Slam. Read full article... Read full article...
Friday, February 20, 2009
Dow/Gold Ratio 40year Cycle and the Secular Depreciation of Fiat Currencies / Commodities / Gold & Silver 2009
By: Ashraf_Laidi
With gold prices only 7% away from their record highs and the main equity indices 45-50% below their highs, an analysis of the equity/gold ratio is amid the many rationalizations for prolonged gains in the precious metal. The equity/gold ratio highlights a commonly used measure of corporate market value versus a decades-long measure of real asset value. Gold is known as a measure of real assets value because of its ability to preserve value during inflationary times. But during these disinflationary times, the current global growth/demand landscape also supports the notion of too many dollars chasing too few gold ounces. Read full article... Read full article...
Thursday, February 19, 2009
Not all Commodities are Treated Equal (Part 1) / Commodities / Resources Investing
By: Oxbury_Research
I wouldn't be letting the cat out of the bag if I mentioned that I'm a commodity bull in both the near and long terms. It's no secret as I've spent a number of issues of Bourbon and Bayonets writing on the driving fundamentals behind resource markets. That's not what I'm here to do today and if you'd like to hear some of the market commentaries refer to prior articles. Identifying the fundamentals is one thing. Investing to profit is another. Regardless of your investment medium, there are a number of different strategies and notions to keep in mind in playing the rest of this commodity bull run. Read full article... Read full article...
Thursday, February 19, 2009
Gold Breaks New Non-Dollar Records as Smart Investors Hedge Against Devaluations / Commodities / Gold & Silver 2009
By: Adrian_Ash
SPOT GOLD in US DOLLARS slipped back from a near 11-month high early in London on Thursday, bouncing off $970 an ounce as world stock markets held flat, down almost 5% for the week so far.A surge in after-hours trade overnight saw the Gold Price in Dollars come within a few cents of mid-July's top above $987 an ounce.
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Wednesday, February 18, 2009
Global Financial Crisis Driving Gold Higher in All Currencies / Commodities / Gold & Silver 2009
By: Christopher_Laird
In the latest manifestation of the world financial crisis, gold is rallying strongly now in all major currencies. Gold detached from the usual commodity drivers gradually over the period August 07 to the present, and closely reacted to any major new developments in the credit crisis. Gold now is almost totally dominated by ongoing credit crisis developments, and the massive attempts to bailout the financial system in every country. That is why gold and the USD are rallying together. Read full article... Read full article...
Wednesday, February 18, 2009
Gold, GLD ETF Bullish Moving Average Crossover / Commodities / Gold & Silver 2009
By: Mike_Paulenoff
The overriding reason for re-entering the SPDR Gold Trust ETF (NYSE: GLD) "up HERE" in our model portfolio is derived from my intermediate-longer term technical work, which we discussed last week. Eight days ago I noted the big-picture pattern of spot gold for subscribers, and the longer-term analysis on that weekly chart remains exactly the same today. Read full article... Read full article...
Wednesday, February 18, 2009
Gold and Silver Bull Market Heading for a Correction / Commodities / Gold & Silver 2009
By: Chris_Vermeulen
Gold and silver have had one hell of a run in the recent days. Both looked like they were topping weeks ago but recent bad news hit the wires making investors buy gold like the stock market is about to go under. Gold bullion inflows are the highest it has been in 6 months!
The massive gold inflows can be seen two ways:
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Wednesday, February 18, 2009
Gold Hits Fresh Euro, GDP and CDN Highs on Collapse of Global Confidence / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE US-DOLLAR PRICE of gold retouched yesterday's 7-month high at $974 an ounce early Wednesday before slipping as Wall Street stock futures pointed higher from their 16% plunge of the last 7 weeks.
Priced in Canadian Dollars gold reached a fresh peak at $1,231 an ounce, while the Euro price of gold – up by two-thirds over the last 3 years – hit €767.01 per ounce at the AM Gold Fix here in London, its ninth new record high of the last 15 sessions.
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Wednesday, February 18, 2009
Burn the Silver Share Shorts, Check Out CDE Fundamentals / Commodities / Gold & Silver 2009
By: James_Anderson
And an Open Letter to Nancy Pelosi – Speaker of the US House of Representatives - Silver Investors, especially those in Silver Equities have been put to a severe test over the past 8mths. It was bad enough that the Silver bullion price was cut over 50% from US$19 in July '08 to $9 in Nov. Silver shares started falling a lot earlier than physical from March/April '08 & fell right out of bed losing up to 94% of their value.—and that's just the BIG already established Companies ! A lot of smaller Co's have been wiped out & will not recover. Read full article... Read full article...
Tuesday, February 17, 2009
Long-term Stock Market Trend Converging with Gold / Commodities / Gold & Silver 2009
By: Ned_W_Schmidt
Suppose we had two horses, and both are required to pull our carriage. Our budget only permitted the purchase of two daily servings of oats. So, we tried an experiment. We substituted some saw dust for half of one of the servings for one of the horses. We gave those extra oats to the other horse. Seeing no visible change in the health of the horse being given the saw dust, we fed it only saw dust. The other horse gets all the oats. This feeding approach continues till one day we arrived in the barn to find the saw dust fed horse dead. Our carriage business was over. Read full article... Read full article...
Tuesday, February 17, 2009
Economic Crisis Crucible for Transforming Trashed Juniors into Treasured Equities? / Commodities / Gold & Silver Stocks
By: The_Gold_Report
A gold bug who prefers equities as investments to bullion and bars, Midas Letter publisher James West expects his portfolio picks to shine to the tune of at least 15% appreciation on average. In this exclusive interview with The Gold Report, that sunny outlook stands in stark contrast to other things the well-regarded adviser sees on the horizon. He anticipates no letup in the storm of market volatility and holds out even less hope for the U.S. currency's ability to stay afloat in a multi-trillion-dollar flood of new money. Read full article... Read full article...
Tuesday, February 17, 2009
Commodities Bouncing Back in 2009 / Commodities / Resources Investing
By: Frank_Holmes
The numbers for 2008 are in, and we can now quantify just how rough the year was for commodity spot markets.
So far in 2009, the results are much better, though that's not the case across the board.
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Tuesday, February 17, 2009
Gold Leaps as Stock Markets Fall / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE PRICE OF GOLD jumped to a new 7-month high for US-Dollar investors during Asian and early London dealing on Tuesday, breaking above $965 an ounce as world stock markets slumped.Japan's Nikkei dropped almost 4% for the week so far, while Tokyo Gold Futures added 2.7% for the day, reaching an 18-week high vs. the Yen at ¥2,845 per gram.
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Tuesday, February 17, 2009
Gold, Silver and the HUI Using the Gold Direction Indicator / Commodities / Gold & Silver 2009
By: Peter_Degraaf
The long-term outlook for gold is very bullish, for to paraphrase Sir Winston Churchill's famous remark, “never before in history have so many dollars chased so few ounces of gold (and silver)”.* The mountains of currency are rising, while the number of ounces of gold produced by gold mines is dropping. Read full article... Read full article...
Tuesday, February 17, 2009
International Demand Forcing Gold Towards New All Time High / Commodities / Gold & Silver 2009
By: Mark_OByrne
After another strong week last week (both gold and silver were up some 3%) despite falling stock markets, gold continues its outperformance of other asset classes due to safe haven demand. It has surged again overnight in Asia and it now at 7 month highs and looks very likely to target its record high of $1,000/oz in the coming days.Read full article... Read full article...
Monday, February 16, 2009
Companies Profiting from China's Commodities Crusade / Commodities / Resources Investing
By: Money_Morning
Jason Simpkins writes: While the rest of the world is grappling with the global slowdown, China is figuring out ways to exploit it.
Over the past few months, China has capitalized on the financial turmoil that has paralyzed the world's "developed" economies by stocking up on cheap commodities, weeding out competition to its largest state-run companies, and acquiring even more foreign assets.
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