Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, March 26, 2008
Gold Healthy Three Leg Short-term Correction / Commodities / Gold & Silver
By: Ned_W_Schmidt
Effectiveness of a central bank can be measured several ways. For investors, that assessment is by return provided by equity capital in a nation and value of the nation's money. This week's chart shows that Federal Reserve deserves a failing grade. Back line is total return, including dividends, of S&P 500 over past ten years. That return has been a little more than 3% per year for ten years, and essentially zero for past eight.Read full article... Read full article...
Tuesday, March 25, 2008
Words of Wisdom - Stay the Course with Commodities / Commodities / Gold & Silver
By: Dudley_Baker
Here's more from that subscriber of ours down in Argentina who we have dubbed 'Crazy Like a Fox' for his insights into the economy, financial markets and commodities and the way he has positioned himself in these troubled times to profit from those insights. Like his previous emails to us which we edited into articles ("Crazy Man's Rant - He's Crazy like a Fox", "A Crazy Man's Rant or Right On - You be the Judge", "Lighten up and Enjoy the Commodities Ride" and "Commodities are for 'Crafty' not 'Crazy' Investors) we have done the same with his latest which we received this past Thursday after the commodities debacle of Wednesday. If his previous 'emails' are any indication you will enjoy and prosper from what he has to say.Read full article... Read full article...
Tuesday, March 25, 2008
Gold Recovers as Stock Markets Stabalise / Commodities / Gold & Silver
By: Adrian_Ash
THE SPOT PRICE OF GOLD regained a three-session high early Tuesday, rising 1.1% as London re-opened after the long Easter weekend to touch $936 per ounce – a level first broken at the end of January.Asian and European stock markets meantime turned sharply higher, led by financial shares buoyed by J.P.Morgan's revised five-fold offer for Bear Stearns.
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Tuesday, March 25, 2008
Gold Rallies on Bargain Hunting After Recent Sharp Drop / Commodities / Gold & Silver
By: Mark_OByrne
Gold was down $2.30 to $918.30 per ounce in trading in New York yesterday while silver was up 12 cents to $17.07 per ounce. Gold has rallied in Asian trading and again in trading in London this morning. The London AM Gold Fix at 1030 GMT this morning was at $930.65, £467.24 and €598.57 (from $913.50, £461.60 and €591.15 last Thursday).Read full article... Read full article...
Monday, March 24, 2008
Balancing a Portfolio with Commodities / Commodities / Learning to Invest
By: Frank_Holmes
With all of the volatility we're seeing in 2008, this is one of those times when investors really value assets that are not correlated to the broader markets.
That explains much of the current interest in commodities – investors are looking for ways to protect themselves through diversification.
Read full article... Read full article...
Monday, March 24, 2008
Silver Violent Correction Towards Buying Territory / Commodities / Gold & Silver
By: Clive_Maund
Although it may retreat a little more over the next week or two, Silver is now at/close to buying territory after its violent correction last week. Much of what has been written in the Gold Market update applies equally to silver and so readers are asked to refer to this information in that update. Read full article... Read full article...
Monday, March 24, 2008
Gold Dramatic Correction Back into Buying Territory / Commodities / Gold & Silver
By: Clive_Maund
Gold is back in buying territory after its dramatic correction back to key intermediate trendline support.
In the last update we were looking for gold to break out above the $1,000 level. It did and briefly got to about $1030 before it turned tail and dropped precipitously. Interestingly, the short-lived run at $1030 occurred last Sunday at the time of the Bear Stearns emergency, and the time when the crisis was at its most acute was the point at which gold topped out, which is what one would expect.
Monday, March 24, 2008
Gold and Silver Analysis- What Goes Up Must Come Down,,,, / Commodities / Gold & Silver
By: Joe_Nicholson
“The current trend now is clearly down as confirmed by violation of the 5-week sma on Tuesday and it should be expected that rallies will be used as an opportunity to further liquidate long positions. And because gold in has moved so far so fast a substantial decline will likely ensue. But it would take a move below $750, that's over 25% from Monday's high, before there's serious damage to the bull market. It may not look pretty between now an then, but until conditions change, the 50-week moving average serves as support for the bull market.” ~ Precious Points: Gold Gets Sold , March 19, 2008Read full article... Read full article...
Sunday, March 23, 2008
Gold Downward Spiral Targeting Primary Up-trendline at $840 / Commodities / Gold & Silver
By: Merv_Burak
What does one say after a week like this past one? Memories of an old movie come to mind and the saying “it was the best of times, it was the worst of times”, then off they went to the guillotine. Those with their heads still intact might eventually benefit down the road.
GOLD : LONG TERM
For those with a long term focus the long term P&F chart suggests that there is still no worry about a bear market. The price of gold would have to drop to the $885 level to break below both a (secondary) up trend line and two previous lows, or more importantly must move to the $840 level to break below the primary up trend line. Should such a break come, that would project down to the $720 level for now, but first things first. Let's check where we are with the normal charts and indicators.
Saturday, March 22, 2008
The US Fed Engineered Commodities Price Plunge / Commodities / Gold & Silver
By: Alex_Wallenwein
The world-wide fiat system functions like a roach motel: Investors check in - but they NEVER check out! By it's latest hit on commodities, the Fed as the system-leader gave investors a shot across the bow. The message: "If you try to leave, we will hurt you!"
("Leaving the fiat system" here means to store your wealth in more tangible forms that are not as susceptible to engineered currency collapses.)
Read full article... Read full article...
Saturday, March 22, 2008
Gold Trading has Changed Due to Impact of Gold ETF Holdings / Commodities / Gold & Silver
By: John_Handbury
The introduction of Gold Exchange Traded Funds (GETFs) has changed the fundamental supply and demand dynamics of the gold market. Now goldbugs, rather than crudely storing gold in their basements, can buy shares in companies that actually store the physical gold bars in secure warehouses. Read full article... Read full article...
Friday, March 21, 2008
HUI Gold Stocks Bull Market Hit by Seasonal Selling / Commodities / Gold & Silver Stocks
By: Zeal_LLC
After an incredibly volatile week for the precious metals, PM-stock traders are very worried. Despite Bernanke's Fed forcing real interest rates even more massively negative , gold plunged. The PM-stock traders, never paragons of courage anyway, panicked. The HUI gold-stock index plummeted with gold.
We were stopped out of a lot of trades in the carnage, but the great thing about stop losses is they automatically get your capital out early in a sharp plunge. So we are now blessed with lots of dry powder to scoop up irrationally beaten-down bargains. Great opportunities have bloomed! I will discuss our trading strategy in depth, including specific new trades, early next week in Zeal Speculator .
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Friday, March 21, 2008
Beat the Credit Crisis Road Map to Profits / Commodities / Resources Investing
By: Money_and_Markets
Larry Edelson writes: Is it wild and wooly out there or what? The onslaught of nightmarish news about the U.S. economy has hit financial markets around the world like a Category 5 hurricane.
Wild, short-term swings in the markets can often be confusing. But through it all, the major trends remain firmly intact:
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Friday, March 21, 2008
Easter Message- Filthy Lucre and Maundy Money / Commodities / Money Supply
By: Adrian_Ash
"...If the Queen never carries any cash, what does she keep in that stout little handbag...?"
SO THE MONEY-CHANGERS didn't get thrown out of the temple this Easter Week. Instead, they got open-ended support from the money-lender of last resort, and snapped up a near-broken bank for $2 a share.
Read full article... Read full article...
Thursday, March 20, 2008
Gold Sinks Like a Stone to $906 On Heavy Investment Fund Liquidation / Commodities / Gold & Silver
By: Adrian_Ash
THE PRICE OF GOLD sank as European markets opened for business on Thursday, giving back a 2% rally in Asia to plummet towards a new one-month low, just shy of $906 per ounce.Bouncing more than 12% beneath Monday's all-time record high of $1,034, the Gold Market then rallied to record an AM Fix in London of $913.50 per ounce – its lowest level since Feb. 18th.
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Thursday, March 20, 2008
Interesting Development with Gold and Gold Shares / Commodities / Gold & Silver Stocks
By: Brian_Bloom
Have a look at the green Relative Strength Charts below. Either the shares need to (soon) start rising relative to gold or the gold price needs to start falling relative to the shares. If the gap in the gold price chart below (at around $850 per ounce) is covered, that will be a very healthy development. Read full article... Read full article...
Thursday, March 20, 2008
DELEVERAGING- Gold and Commodities Teetering on the Brink of a Bear Market? / Commodities / Financial Markets
By: Nadeem_Walayat
Gold and other commodities plunged below key short-term support levels following Tuesdays US Interest rate cut to 2.25%. The consensus seems to see this as a healthy correction or is this a signal for a potential end of the commodities bull market?
My view for some months has been that the west will move from a period of stagflation (the present) to a period of deflation towards the end of this year. Therefore at some point during this year the commodities bull markets would be expected to recognise this change in fundamentals and peak well before deflation makes itself evident. The major trend expectations are illustrated in the below graph from an earlier article on the current stagflation and future deflation prospects.
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Wednesday, March 19, 2008
Prepared Speech: IQPC Base Metals Investment Summit 2008 / Commodities / Metals & Mining
By: Mack_Frankfurter
Recently, there was an article in the Financial Times titled: “Plummeting dollar a big headache for pegged currencies.” Between hedge fund margin calls, the Fed's $236 billion plan to boost liquidity, Bear Stearns take-under by JP Morgan, and not least Elliot Spitzer's self-destruction, why focus on this particular back page headline? The reason this article caught our eye is that it focused attention on what we believe is the near-term “end game” within a longer-term era of commodity inflation—in other words, a significant correction of some duration within the context of a long-term secular bull market in commodities. Read full article... Read full article...
Wednesday, March 19, 2008
Gold Gets Sold / Commodities / Gold & Silver
By: Joe_Nicholson
TTC members were told Thursday morning we could be “hours or days” from a top in gold. The top actually printed two trading days later on Monday, when front month gold futures moved briefly above 1030 and sold off, producing a bearish reversal candle on the daily chart below.Read full article... Read full article...
Wednesday, March 19, 2008
Crude Oil and Commodities Get Clobbered Whilst Equities Barely Changed / Commodities / Exchange Traded Funds
By: Mike_Paulenoff
What do you know, the ProShares UltraShort Oil & Gas ETF (AMEX: DUG) is going up, but the major equity market ETFs, like Q's, SPY, DIA, are barely going down! In other words, it is just the energy sector (XLE) and other commodity sectors, that are getting clobbered while the main equity sectors behave very well after a 4% advance. This is what I was thinking on Monday when I managed to buy the high of the DUG-- that the energy and commodity trades (the crowed ones like gold and oil) were about kaput on the upside, which should in theory reverse, sending the DUG above 42.20 into the 45.00-46.00 target zone. Read full article... Read full article...