Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, June 28, 2007
Crack Up Boom Part IV - Gold, Oil and the Dollar / Commodities / Global Financial System
By: Ty_Andros
The Crack-up Boom Series Part IV Introduction
The Crack Up Boom series is exploring the unfolding “Indirect Exchange” (as detailed by Ludvig Von Mises), that dollar holders will be using to exit their holdings now and eventually is will be followed by all holders of fiat currency holdings no matter which country is perpetrating the “fraud” of confiscation of wealth through the printing and credit creation process that all such monetary schemes evolve into. The “Crack Up Boom” will drive an inflationary global expansion to inconceivable heights over the coming years. Asset prices will skyrocket as people do what they always do when threatened, they will modify their behavior and do the things necessary for “SELF PRESERVATION” of their families, countries, economies and their wealth. Let's take a look at Von Mises description of the CRACK UP BOOM once again:
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Thursday, June 28, 2007
What's Going On In the Precious Metals Sector? / Commodities / Gold & Silver
By: Investmentscore.com
The past few days of trading in gold and silver are a great example of why we continually stress the importance of keeping the big picture in perspective. It is difficult not to become emotional when dramatic one day drops catch even the most seasoned investors off guard.
In the short term, strong dramatic price drops strike fear and doubt into our trading decisions. In these situations we are likely to sell out of our well considered investments and bury our heads in the sand as we can not bear to watch. Remember, if trading the financial markets was easy, everyone would be home building wealth and nobody would be working.
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Thursday, June 28, 2007
How I Made Eric Bollings Agricultural Commodities Stock Market Play My Own / Commodities / Agricultural Commodities
By: Michael_K_Dawson
On Thursday, June 15, the Admiral, Eric Bolling, of CNBC's Fast Money, presented an update to his Agricultural Stock trade (Ag Play). To capitalize on the trend of higher commodity prices allowing farmers to spend more money on new equipment, higher yielding seeds and better fertilizers – he constructed a four stock portfolio.
The stocks are Monsanto Company (MON), a seed producer, Agrium Inc. (AGU), a fertilizer supplier, Bunge Limited (BG), a grain and seed processor and Deere (DE), a farming equipment company. I have been trading energy as well as precious and base metal stocks for a number of years. The idea of playing soft commodities via the stock market was quite appealing. I wrote about it in “Eric Bolling's Agriculture Stock Play: Is it Too Late?”
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Wednesday, June 27, 2007
Falling Molybdenum Production; Chinese Exports Limits: Record Price? / Commodities / Molybdenum
By: James_Finch
Our sources in Asia confirmed an industry trade report pre-announcing China would slash export quotas on molybdenum products by approximately 50 percent. The quotas are expected take effect next week.
Many were bracing for a 30-percent reduction in molybdenum exports.
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Wednesday, June 27, 2007
GOLD THOUGHTS - Gold Investors Should Be Using This Selling to Add to Gold Positions / Commodities / Gold & Silver
By: Ned_W_Schmidt
Good morning sheep! All of you with money in hedge funds, that gave money to your alma mater so they could speculate in hedge funds, and that bought BX on offering, the clippers are ready. Shearing of sheep can now start as all sheep are in the pen. This week they closed the gate, and got out the clippers.Read full article... Read full article...
Wednesday, June 27, 2007
The Golden Lunch - Gold, Money or Commodity? / Commodities / Gold & Silver
By: Adrian_Ash
"...The commodity view of gold fails to explain WHY people buy gold, whether it's rough jewelry in India or investment-grade bars stored in Swiss vaults..."
"LOOK, THERE ARE two schools of thought here – gold as a commodity versus gold as money..."
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Wednesday, June 27, 2007
Gold XAU Index and Financial Markets Analysis - Strong Nerves Required / Commodities / Gold & Silver Stocks
By: Brian_Bloom
It can be seen from the chart that the most recent price weakness in XAU brought it to rest on the lower trendline that has been in place since 2002.
Can this trendline be penetrated on the downside? Of course it can. It happened for a few months in mid 2005 – before pulling back up to move within the rising channel once again.
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Wednesday, June 27, 2007
Silver Looking Weak with High Downside Risk / Commodities / Gold & Silver
By: Clive_Maund
As the arguments set out in the Gold Market update are equally applicable to silver, they will not be repeated here, and in this Silver Market update we will only discuss the differences worthy of note.
Whereas gold broke down from its uptrend in force since mid-2005 only this month, Silver broke down from its similar uptrend late in April and early in May. This doesn't actually make much practical difference, for as we can see when the 2-year silver chart and 2-year gold chart are put side by side, where one goes they both go.
Wednesday, June 27, 2007
GOLD Downtrend Continues To Target $600 / Commodities / Gold & Silver
By: Nadeem_Walayat
Two months have passed since the last gold analysis was posted Gold Forecast Elliott Wave Analysis of Gold - A Word of Caution for Gold Bulls , which implied an imminent 5th wave peak and trend towards $600.
Now two months on, Gold did make the high just shy of $700 at $698 since which gold has followed a shallow trend lower. Even though Gold broke the major uptrend line in mid May 07, the trend to date continues to be of a corrective nature. Which means that despite being in an immediate downtrend, the long-term gold bull market remains intact. Now gold bulls should NOT take that statement to imply its safe to buy gold today, as you do not buy a falling market!
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Wednesday, June 27, 2007
Stainless Steel Crossover Drives Manganese Prices Higher / Commodities / Metals & Mining
By: James_Finch
By James Finch and Ken Reser: Although manganese is the fourth most heavily consumed metal – behind iron, aluminum and copper, most investors have failed to observe the dramatic bull market in manganese which began unfolding this past spring.About 34 million tons of manganese ore were mined in 2006.
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Tuesday, June 26, 2007
Gold Market Update - Gold Oversold and Near Support / Commodities / Gold & Silver
By: Clive_Maund
We have recently maintained a neutral/bearish stance on gold, which was not unreasonable given the way the earlier advance had petered out and been followed by weakness resulting in the failure of a long-term uptrend line that signaled a change of intermediate trend from up to neutral/down. However, the subsequent lack of downside follow through to break the price below key support at and above its long-term 200 and 200-day moving averages, combined with emerging evidence of significant accumulation of large Precious Metals stocks has justified a review and a shift in stance to neutral/bullish.Read full article... Read full article...
Tuesday, June 26, 2007
Crude Oil Prices - Politics and Inflation / Commodities / Crude Oil
By: Mike_Hewitt
Oil is the commodity that the majority of people are most aware of. A 10% increase in the price of crude oil makes the headline news. One cannot drive down Main Street without seeing a sign for the latest gas price.
But how many are aware that lead has risen 155% over the last year? During that same time, tin has gone from US$3.48 a pound to US$6.49 – an 86% increase. Nickel was already surging before last summer but using the same timeframe shows an increase of 122%.
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Tuesday, June 26, 2007
Uranium Funds Points to Near-Term Price Decline / Commodities / Uranium
By: James_Finch
Nuclear Market Review (NMR) editor Treva Klingbiel reported in this week's issue, “Two sellers that were evaluating bids in response to their auctions have concluded their evaluations and have decided not to sell at this time.” She added, “Both sellers preferred to make delivery in June while most bidders were seeking delivery for several months out.” The U3O8 Weekly Spot Price Indicator, as published in NMR, remained unchanged at US$138/pound.Read full article... Read full article...
Monday, June 25, 2007
Gold and Silver Analysis - Precious Points : Gold a Threat to the Fiat Currency System / Commodities / Gold & Silver
By: Joe_Nicholson
“So as we continue to tread water in what was expected to be a period of ennui in the metals markets, we'll continue to monitor key support and resistance levels, as well as moves in the bond markets and trends in the Fed's open market activities.” ~ Precious Points: Enjoy it While it Lasts ?, June 17, 2007Read full article... Read full article...
Sunday, June 24, 2007
Weekly Gold and Silver Technical Analysis Report - 24th June 2007 - Technically Precious with Merv / Commodities / Gold & Silver
By: Merv_Burak
Gold just can't seem to get any steam for a good rally. Weakness seems to be the direction of least resistance.
GOLD : LONG TERM
Still no movement in the long term P&F chart so the last analysis of 25 May 2006 remains valid, i.e. a long term bull with projections to $780 and then to $915. As mentioned at the time, these projections look like pipe dreams but that's what the long term P&F chart is saying. With the present chart I still need a move to $600 before I can invalidate the bull signal and go to a bear.
Saturday, June 23, 2007
Gasoline Prices - It's all about the Refineries ... For Now / Commodities / Crude Oil
By: Tim_Iacono
If you've been wondering why gasoline prices have been so high lately with crude oil trading at only $66 per barrel, the answer can be found at the refineries.
This week's TWIP (This Week in Petroleum) from the Energy Information Administration has some interesting commentary and, as always, abundant charts to tell the story of how retail gasoline prices have fallen for the second consecutive week, down five cents to $3.16 per gallon.
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Friday, June 22, 2007
Industry Expert Expects Junior Uranium Stocks Washout / Commodities / Uranium
By: James_Finch
Yellowcake Mining director Dr. Robert Rich speaks out on NYMEX uranium futures, the upcoming uranium price adjustment, junior uranium companies washing out, and why he believes his company will survive in the years ahead. A long time nuclear energy veteran with a PhD in economic geology from Harvard University, Dr. Rich has been affiliated with BHP Billiton (NYSE: BHP), the Japanese conglomerate Sumitomo and Yankee Atomic. He presently resides in Massachusetts.Read full article... Read full article...
Thursday, June 21, 2007
Eric Bolling's Agriculture Commodities Stock Market Play: Is it Too Late? / Commodities / Agricultural Commodities
By: Michael_K_Dawson
My jaw hit the ground last week when Eric Bolling, of CNBC's Fast Money, stated that his agriculture play was up 59% year to date. It hit the floor a second time when he mentioned how he was playing the sector. I have been trading commodity stocks for awhile, primarily gold, energy and base metal producers. The soft commodities (coffee, sugar, grains) have caught my attention on occasions. However, I couldn't figure out how to trade them via the stock market and I wasn't interested in the futures market.Read full article... Read full article...
Thursday, June 21, 2007
Gold Continues to Strengthen / Commodities / Gold & Silver
By: David_Vaughn
Gold does continue to strengthen regardless of what you think.
Below is the action in gold this past Tuesday. Is gold on the verge of crashing? Gold will crash the day the United States pays off all its debts to China and Asia . Will that day come any time soon? Don't think so.
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Wednesday, June 20, 2007
Analysis of the Seasonal Variations in the Price of Gold / Commodities / Gold & Silver
By: Michael_J_Kosares
Bargain Buying: Use Seasonal Price Trends to Your Advantage USAGOLD-Centennial Precious Metals
One of the more intriguing curiosities of the current bull market in gold has to do with the annual buying opportunity which seems to crop up in the depths of the summer doldrums.
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