Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Sunday, July 06, 2008
Gold Stocks - The Next Big Winners / Commodities / Gold & Silver Stocks
By: Chris_Vermeulen
Gold Stocks - A contrarian view on where the next Gold Stock winners will emerge. Searching for the Golden Goose?
For years we have been speaking and writing about the massive bind the Fed now finds itself in. With price inflation rising – read as food and energy skyrocketing -- and little hope for nominal interest rate increases – read as housing too weak for higher rates – negative Real Interest Rates (nominal rates less inflation) looks set to persist for some time.
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Sunday, July 06, 2008
Gold's Technical Buy and Sell Signals / Commodities / Gold & Silver
By: Brian_Bloom
Short term buy signals are being given by the gold share indices
- This, in context of medium term sell signal for gold itself, with a price target for gold at $780 an ounce
- This, in context of a long term buy signal and a visible price target of $1400 an ounce
Sunday, July 06, 2008
Profit from the US Fed Inflating the Commodities Bubble / Commodities / Gold & Silver
By: Martin_Hutchinson
U.S. Federal Reserve Chairman Ben S. Bernanke ignored the warnings of most economists last week, and kept the benchmark Federal Funds rate at 2%, far below the actual rate of inflation.
As a result of this non-move, investors can probably look forward to having global commodities boom to continue for at least a while longer.
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Saturday, July 05, 2008
US Insane Ethanol Biofuels Policies Cause of Food Crisis / Commodities / Ethanol
By: Mike_Shedlock
A World Bank Report suggests Biofuels behind food price hikes . Biofuels have caused world food prices to increase by 75 percent, according to the findings of an unpublished World Bank report published in The Guardian newspaper on Friday.
The report's author, a senior World Bank economist, assessed that contrary to claims by US President George W. Bush, increased demand from India and China has not been the cause of rising food prices.
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Friday, July 04, 2008
Gold vs. the World Chart / Commodities / Gold & Silver
By: Adrian_Ash
Olivia & Tatiana Van Vredenburch write: "...Take a look at this Global Gold Index, showing the price of gold against the world's top 10 largest currencies..."
BACK IN 1969 the International Monetary Fund (IMF) created a new kind of money – the ultimate form of international money, it believed – called the Special Drawing Right.
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Friday, July 04, 2008
Inflation Fuse has Been Lit, Protect Your Wealth With GOLD / Commodities / Gold & Silver
By: Money_and_Markets
Larry Edelson writes: First things first: Your family and your health. With a long holiday weekend coming up, enjoy both!
Then, when you get back on Monday, I want you to make darn sure you have plenty of gold in your portfolio. Why? Because your wealth is at stake. The Federal Reserve has lit the inflation fuse, and is bound and determined to devalue the U.S. dollar even more than they already have.
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Friday, July 04, 2008
Gold Hold Recent Advance in Thin European Trade / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES drifted in thin trade on Friday, bouncing off yesterday's low at $930 per ounce as crude oil ticked down and the US Dollar held flat after Thursday's 1.2% jump. New York was closed for the long Independence Day weekend." Gold is still holding onto its recent extreme gains very well," noted the Mitsui team here in London this morning.
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Friday, July 04, 2008
Crude Oil Seeking Black Swan for Spike above $150 in Overbought State / Commodities / Crude Oil
By: Nadeem_Walayat
The recent week has seen crude oil soar through $140 onwards and upwards to a new record high of $146. Much of this gain has been attributed to the growing tension in the middle east with regards a possible Israeli strike on Iranian nuclear infrastructure and the drop in US oil stockpiles.The rise has been accompanied by investors dumping stocks as highly inflationary oil prices continue to contribute towards the destruction of economic activity that pushed the major US indices into technical bear markets (20% down from Oct 07 highs).. Read full article... Read full article...
Thursday, July 03, 2008
South African Gold Shares- A Good Place to Invest? / Commodities / Gold & Silver Stocks
By: Julian_DW_Phillips
We have been asked whether South African gold shares remain a good investment? Our stock answer will be from now on, yes, in the longer term . How could we say that when it is becoming apparent to all that the political and economic climate of South Africa is decaying and looks likely to continue to decay as far as one can see ahead?Read full article... Read full article...
Thursday, July 03, 2008
Impact of Grains Bull Market on Meat Prices / Commodities / Livestock
By: Zeal_LLC
As Americans enter the July 4th weekend they have a lot to look forward to. First and foremost is the celebration of this nation's independence marked by a federal holiday. Then of course are the customary traditions of parades, fireworks, baseball games, and carnivals among the many. But one timeless tradition that nicely ties into the topic of this essay is the almighty barbeque.
Barbequing is near and dear to the hearts of hundreds of millions of Americans. And millions of grillmeisters don their aprons and arm themselves with extra-long stainless-steel-forged tongs and spatulas as they prepare to strut into their backyards for their moments of glory. These champions of grilling take pride in the delectable cuisines they skillfully prepare for friends and family.
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Thursday, July 03, 2008
ECB Interest Rate Hike Sends US Dollar High and Gold Lower / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES recovered an overnight dip early in London on Thursday, re-touching this week's two-month highs as crude oil broke new all-time records near $146 per barrel and the Dollar fell after the much-expected Eurozone rate-hike.
As flagged by European Central Bank members since April, the ECB in Frankfurt today raised its overnight lending rate to 4.25%, widening the Euro's advantage over US Dollars to 225 basis points.
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Thursday, July 03, 2008
Oil Crisis Worsening! Crude Oil Breaks Above $145, What's Next… / Commodities / Crude Oil
By: Money_and_Markets
Sean Brodrick writes:I've been pounding the table about an energy crisis for quite some time. As a loyal reader of my Money and Markets column, you might think I've been proven right by gasoline soaring over $4 a gallon in 32 states and oil hitting new record highs.
But most of what I've been talking about is simply the long-term supply/demand squeeze that will transform our oil-addicted civilization in the future.
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Wednesday, July 02, 2008
Gold Short-term Delta Cycle Turning Points for July / Commodities / Gold & Silver
By: Ronald_Rosen
Our governments through their ignorance, stupidity, or just plain corruption for political purposes have delayed the full expression of the gold cycle until very near the end of the cycle. This means to the highest probability the price of gold will soon begin to explode to the upside. The only thing the delaying actions by governments and various banking authorities have produced is a monumental explosion in the gold price in order to meet the deadline of assigned time i.e., “ There is an appointed time for everything. And there is a time for every event under heaven.” Ecclesiastes 3:1Read full article... Read full article...
Wednesday, July 02, 2008
Gold Retreats on Credit Market Systemic Risk / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES ticked lower early Wednesday, giving back half of Tuesday's gains to new 11-week highs as crude oil turned higher but Asian stock markets fell yet again.Despite yesterday's bounce in US equities, "the CDX 5-year investment-grade credit spread widened more than four basis points," notes Manqoba Madinane for Standard Bank in South Africa .
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Wednesday, July 02, 2008
Gold Surges on High Geopolitical Risk of Israel Militarily Strike on Iran / Commodities / Gold & Silver
By: Mark_OByrne
Gold surged to $942.80 in New York yesterday and was up $16.30 and silver closed at $18.20, up 78 cents.Gold has succumbed to profit taking with the dollar flat and oil prices down marginally ( $141.30 per barrel <Light Sweet Crude Oil Future - Combined - AUG08> ). However, geopolitical risk remains ever present and this should result in gold remaining well bid at these levels.
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Wednesday, July 02, 2008
Why Are Gold Stocks So Cheap? – Down Under / Commodities / Gold & Silver Stocks
By: Neil_Charnock
The Mid and small sized Australian resource stocks have been sold down to unrealistic levels – scary to even some sophisticated investors who have contacted me lately. As mentioned by one – “becoming irrational cheap, as if they go bankrupt”. This article examines the gold sector Down Under, with emphasis on the producers and emerging producers, and exposes an area of value possibly greater than any market currently on offer. Read full article... Read full article...
Tuesday, July 01, 2008
Gold Stocks Not Chasing Media Hyped News Higher / Commodities / Gold & Silver Stocks
By: Ned_W_Schmidt
Those rushing into the paper oil market and chasing Gold on the latest news need to answer two important questions. Why has Silver not been confirming move in paper oil and Gold? Why have Gold stocks not been confirming this action? Failure of these two markets, until Tuesday, to have joined in paper oil mania induced market action raises serious concerns about both the price of paper oil and Gold. This week's chart is of the GDM, the index of Gold stocks from the Amex.Read full article... Read full article...
Tuesday, July 01, 2008
Commodities Blowoff Potential by September 2008 / Commodities / CRB Index
By: Donald_W_Dony
KEY POINTS:• Higher caution is advised for CRB Index, as blowoff potential increases over summer
• Oil prices expected to spike over $150 during peak demand season; solid support at $120
• Hurricane season starts for natural gas; $14 target, but storms could drive prices far higher
• Grain prices start their advance; first from wet weather and later, summer heat
• Gold-shopping season begins in late July the year (summer driving) has arrived.
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Tuesday, July 01, 2008
Gold and the Ancient Sequence of Market Numbers / Commodities / Gold & Silver
By: John_Needham
Passion and Precision Most Gold traders are also Gold buffs. As the oldest form of money known to man and the first step past a basic bartering system in our civilization's development, Gold and Silver occupy a special place in our psyche, thus it is not surprising that many traders are passionate about the commodity they trade. Passion in all its forms is more pleasurable in anticipation than reality, a concept that gains acceptance with age, but there are times when anticipation will not suffice and precision is demanded. So it is with the world of trading.
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Tuesday, July 01, 2008
Gold Prices Set to Double or Triple on Oil Shock / Commodities / Gold & Silver
By: Adrian_Ash
GOLD PRICES ticked back towards yesterday's 11-week highs early Tuesday, standing 1.1% above Monday's low as crude oil bounced on the threat of Israel bombing Iran .The Euro spiked above $1.5800 against the Dollar on the currency markets, as traders watched for Thursday's much-anticipated European Central Bank decision on interest rates.
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