Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
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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Wednesday, June 20, 2007
Gold Thoughts: Continuing Inflation Means Gold will Continue to Outperfom Stocks / Commodities / Gold & Silver
By: Ned_W_Schmidt
Can double digit inflation exist in the headline number and “core” inflation remain muted? Does the cost of energy and food influence the cost structure of the world? Will China suddenly quit importing oil and food, causing prices to fall?
Will the real world ever become known to the statistically challenged individuals creating government estimates of inflation?
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Wednesday, June 20, 2007
Palladium the Rodney Dangerfield of Metals / Commodities / Palladium
By: Money_and_Markets
Sean Brodrick writes: I call palladium the Rodney Dangerfield of metals because it gets no respect, I tell ya, no respect at all. It's like the forgotten stepsister in the platinum group of metals — platinum commands princely prices and investor interest, while palladium toils away in silence.
But what if I told you that palladium looks ready to stage a rally this year … a rally so strong that it would be the equivalent of gold going as high as $900 or even $1,000 an ounce? In other words, palladium might be on the verge of getting some respect.
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Wednesday, June 20, 2007
Commodities are For Crafty Not Crazy Investors / Commodities / Metals & Mining
By: Dudley_Baker
Remember my 'Crazy Like A Fox' subscriber? (See my previous articles entitled, “A Crazy Man's Rant or Right On” and “Crazy Man's Rant – He's Crazy Life A Fox”). He continues (like many of us) to be a proponent of investing in commodities and gold, silver, uranium, oil and gas in particular and he continues to prosper. Many people have wondered how he has been so successful so I asked him recently. Below are a few comments regarding his approach to investing both in the past, now and the foreseeable future.Read full article... Read full article...
Wednesday, June 20, 2007
Seasonal Pattern Points to Higher Oil Prices in Late Summer / Commodities / Crude Oil
By: Donald_W_Dony
Oil has traded over the past five years with a distinct seasonal pattern. There is an annual low in December or January and a price peak in August or September. But along the path to the top, this commodity often consolidates during April, May and June. The trading action in 2007 is matching exactly this pattern.Read full article... Read full article...
Tuesday, June 19, 2007
Central Bankers - What's their long-term plan for Gold? / Commodities / Gold & Silver
By: Tim_Iacono
Last week, the Bank of Switzerland announced that they plan to sell 250 tonnes of gold bullion into the market over the next two years. This comes shortly after news that the Bank of Spain had dumped more than 100 tonnes of the metal and word of additional sales by Belgium.
With the words "global inflation" on the lips of billions of people around the world and a rising price of gold sure confirmation of such, you have to wonder what the long-term plan is for Western central banks and their gold.
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Monday, June 18, 2007
Weekly Gold and Silver Technical Analysis Report - 18th June 2007 - Technically Precious with Merv / Commodities / Gold & Silver
By: Merv_Burak
With 93% of the “quality” stocks on the rise and only 40% of the gambling variety on the rise this was a “quality” week in the precious metals universe. Will it last?
GOLD : LONG TERM
Still no movement in the long term P&F chart so we continue in a P&F long term BULLISH trend.
As for the normal indicators, gold closed above its still slightly positive sloping moving average line. Price momentum (strength) is still in its positive zone but with a negative trigger line indicating the pressure is towards the down side. The long term volume indicator is below its trigger line and the line has turned down. Putting it all together the indicators remain just slightly better than last week so I will remain with last week's BULLISH view of the long term gold position.
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Monday, June 18, 2007
What Use is Gold Indeed! / Commodities / Gold & Silver
By: Andre_D_F_Oosthuizen
What use is gold? Gerry Hiles raised the question, June 7, 2007. Good question indeed and all the points raised are true and thought provoking up to a point.
What follows is another interpretation of the utility of gold.
Mr. Hiles in fact answers all his questions by asking them but not following it through with the logical conclusions.
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Sunday, June 17, 2007
Will More Central Bank Gold Sales Be Announced or is this All we are going to see? / Commodities / Gold & Silver
By: Julian_DW_Phillips
Since our inception we have run this table on Central Bank gold sales under the Central Bank Gold Agreement. We have always differentiated between the sales decided upon earlier and sales about which no announcement was made.
We have done this for a reason, despite the fact that while the first “Washington Agreement” stated from the outset, that they would only sell gold from sales “already decided”, the second Central Bank Gold Agreement stated differently, that gold would be sold from “sales already decided and to be decided ”.
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Sunday, June 17, 2007
Gold and Silver Analysis - Precious Points: Enjoy it While it Lasts? / Commodities / Gold & Silver
By: Joe_Nicholson
When it comes to the metals, bears hibernate for years, but bulls just retest the 5- and 50-day moving averages! This week's retail sales data will be critical… New figures for CPI and PPI will also be watched closely. Given the delicate balance of forces and the high level of emotion in this market, any surprise in these numbers is likely to set off a big move… Either way, metals have still not failed the support levels consistently outlined in this update over the past several weeks and highlighted … until they do, the outlook will remain decidedly bullish, even if a sustained rally is still always just over the horizon. ~ Precious Points, Don't Go Gentle Into That Goodnight , June 10, 2007
So Goldilocks is back, but where's gold? Stocks are sailing again, how about silver?
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Sunday, June 17, 2007
Summer Outlook for Gold / Commodities / Gold & Silver
By: Jordan_Roy_Byrne
To understand why gold is "lagging" we need to compare it to other sectors of the market.
The following chart shows that gold and gold stocks are "leading indicators." This is confirmed by the fact that neither gold nor gold stocks have made a new high in 2007, while other market sectors have made new highs this year. These areas (stock market, continuous commodity index, base metals and the oil stocks) are close to topping if they already have not topped.
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Saturday, June 16, 2007
Silver and its Long-term Cycles / Commodities / Gold & Silver
By: Tim_Wood
There are two long-term cycles in silver that have historically proven significantly meaningful. The first is the 5-year cycle and the second is the 10-year cycle, with the 10 year cycle being the more dominate of the two cycles. It is important to understand that cycle analysis is nothing more than a method of quantifying market trends of similar degree. Because market cycles ebb and flow and are not rigid, we have to look at the common denominators and develop averages. We can then use these common denominators and averages as a guide for what might be expected in the future.Read full article... Read full article...
Saturday, June 16, 2007
Washington's Gift to Coal as Democrats Plan to Subsidise Coal Industry / Commodities / Coal
By: Elliot_H_Gue
When the Democrats took control of Congress at the beginning of 2007, many investors assumed coal would become a dirty word. After all, although the abundant fuel has many advantages, limiting pollution and carbon-dioxide emissions isn't one of them.
And Democrats have placed the global warming issue among their top priorities. The rhetoric out of Washington strongly suggests that Congress would like to pass some sort of federal carbon regulation or cap-and-trade scheme eventually.
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Friday, June 15, 2007
HUI Gold Bugs Index Irrational Pessimism / Commodities / Gold & Silver Stocks
By: Zeal_LLC
In a December 1996 speech, former Federal Reserve Chairman Alan Greenspan uttered one of the most famous catch phrases in modern market history. Buried deep in a typically Greenspanian sentence of great length and grammatical complexity, the words “irrational exuberance” cut through his usual obfuscation to rise to immortality.
Greenspan was trying to gently communicate that the US stock markets might be getting a little frothy at the time, so when world stock markets slumped right after his speech the financial media looked to Greenspan's cryptic warning with awe. The notion of irrational exuberance was widely discussed and grew into something of a slogan for the great stock bull of the late 1990s.
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Friday, June 15, 2007
Molybdenum Expert Predicts Shortages Ahead / Commodities / Molybdenum
By: James_Finch
If one believes the forecasts recently made by Terry Adams of UK-based Adams Metals and Albemarle Corporation's (NYSE: ALB) Chris Knight, then the escalating demand for molybdenum products could impact the stainless steel business of POSCO (NYSE: PKX). The Korean-based steelmaker, with about 6.5 percent of sales coming from stainless steel, is the world's fourth or fifth largest, depending upon production or market capitalization.Read full article... Read full article...
Friday, June 15, 2007
Uranium Boom Part II / Commodities / Uranium
By: Elliot_H_Gue
Charles Steen was born in Caddo, Texas in 1919. He went on to study at John Tarleton Agricultural College in Stephenville and in 1940 transferred to the Texas College of Mines and Metallurgy at El Paso, receiving a bachelor's degree in geology in 1943. Ineligible for the draft because of his poor eyesight, Steen spent World War II working as a geologist in Bolivia and Peru. Returning to the US in 1945, he married and took a job doing field work for the Standard Oil Company of Indiana .Read full article... Read full article...