Category: Commodities Trading
The analysis published under this category are as follows.Tuesday, March 15, 2011
Middle East Crisis Nothing to do With Democracy Everything to do with Food Prices / Commodities / Commodities Trading
Well, you can't eat gold either. But at least gold is easier to carry around, says precious metals pundit Bob Moriarty. In this exclusive interview with The Gold Report, Moriarty lays out his forecast for the U.S. government (ousted), banks (collapsed) and why he still has significant stakes in precious metal equities despite his doomsday predictions.
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Thursday, March 10, 2011
The Coming Global Commodities Crisis / Commodities / Commodities Trading
The last few weeks has seen a startling rise in fuel and food prices. This has been a key contributor to the political and economic instability overseas; it’s also paving the way for an even bigger crisis for the U.S. and the world economy by 2012.Indeed, the oil price has been on a rip-and-tear largely owing to the Middle East crisis. The fear and uncertainty overhanging North Africa and the Middle East has also benefited the gold price. Our favorite gold proxy for instance, the SPDR Gold Trust ETF (GLD), recently made a new high and is still above its key immediate-term trend line.
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Thursday, March 10, 2011
Which Commodities Are Benefiting From QE2? / Commodities / Commodities Trading
Haven’t we seen this movie before? The economy enters a recession; we have a bear market, the Fed cuts interest rates drastically flooding the global financial system with cash, and commodity prices begin to soar.
In the United States, the Fed has a handy way to ignore rising commodity prices, something they call core inflation. While most of us eat, drive, and heat our homes, the Fed excludes food and energy from its core inflation reading to remove “volatile” components of the inflation equation.
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Monday, March 07, 2011
End Of The Secular Commodities Bull Market? / Commodities / Commodities Trading
Exponential global trends in population, consumption and debt, crunching with peak resources, climate change and falling biodiversity. "Unsustainable" sums it up, and hence no shortage of analysts forecasting imminent hyperinflation, currency collapse, one-way commodity prices or total system breakdown. In short, "this time it really is different". But is it, or rather, is it yet?
On current trends we are heading for peak total energy by 2025, significant water scarcity by 2025-2030, debt to GDP levels averaging limits in major nations by 2030-2035, cross-eco system collapses by 2035-40, serious climate change disruptions by 2040-45, and human population at the Earth's carrying capacity by 2045-55.
Friday, March 04, 2011
Natural Resource Depletion Crisis, The Real Reason Commodities Beat Stocks / Commodities / Commodities Trading
February: Metals, food and fuel beat stocks, bonds and the US dollar for a third straight month, the longest winning streak since June 2008. Price rises fundamentally driven by short supplies lifted all soft commodities from the grains and vegetable oils to sugar, cotton and rubber, for a 2.2 percent gain over 28 days, lifting the UN FAO 55-item food index to a record high. Geopolitical threat to oil supply, intensified by investors speculating that violence in the Arab and Muslim world will curb oil supplies lifted oil prices, while the only fossil energy resource bright spot – shale gas – kept a tight lid on gas prices in US markets, but not on oil-linked or indexed import dependent European and Asian markets.
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Tuesday, March 01, 2011
Is Orange Juice Approaching A Double Top? / Commodities / Commodities Trading
Over the past year, orange juice futures have roughly doubled, and could rise some more as the US Department of Agriculture (USDA) in February cut its forecast for the US orange crop following a series of winter storms and frosts in Florida.
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Friday, February 18, 2011
Copper Pushing Against Long Term Channel Resistance / Commodities / Commodities Trading
New uptrend highs in Copper have been seen in 2011 and the next interesting long term resistance has now been reached. We await reaction around here, looking for bull fatigue clues on the Daily chart.
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Friday, February 11, 2011
Red Hot Copper Hits new High With Stocks Primed for Correction / Commodities / Commodities Trading
Red-hot copper hit another new all-time high this week, extending its mighty upleg to a 66.6% gain since June! As always after any strong run, investors and speculators are pretty excited about this essential base metal these days. But this incredible bullishness, along with overbought technicals, actually suggests copper is on the verge of a major correction today.
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Friday, February 11, 2011
Sugar Bulls Faltering at Long Term 76.4% Level / Commodities / Commodities Trading
Following the sharp 2010 drop back in Sugar the subsequent recovery has seen new highs which have tested a long term Fibonacci level. We currently await a better reaction around here but, so far, the market is finding resistance.
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Friday, February 11, 2011
Monetary Inflation and Supply Concerns Drive Commodities More So Than Demand / Commodities / Commodities Trading
The mainstream press loves to talk about emerging market demand as a cause of inflation, rising prices and the bull market in commodities. Did emerging markets suddenly begin demanding food, energy and metals in 2001? What about five and ten years earlier? Its a rhetorical question. The conventional wisdom is wrong.
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Thursday, February 10, 2011
Global Food Crisis, Time to Buy Rice Futures / Commodities / Commodities Trading
Jack Barnes writes: The world is finally waking up to the fact that global grain prices are destined to head higher - much higher.
Nasty weather in key agricultural markets around the world has savaged the global grain crop, meaning worldwide supplies can't help but be squeezed. Australia, for instance, is experiencing additional flooding in areas that were already battered by the torrential rains of November, December and January.
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Wednesday, February 09, 2011
Gold, Silver, and Rare Earth Metals / Commodities / Commodities Trading
Which has the strongest trend right now?
In today's video we will be looking at the gold market, analyzing the silver market, and finally, checking into the rare earth market.
Before you look at the video, you may want to consider doing this as an exercise: Write down which market has the strongest trend - up or down. Then rate the markets. Number 1 ……..Number 2 …….Number 3 ……. Once you see the video it will become clear to you how we rate these markets. It might surprise you. p>
Wednesday, February 09, 2011
Fiat Currencies Are Worthless, Hold Commodities / Commodities / Commodities Trading
Kevin Bambrough founded Sprott Resource Corp. in 2007 to take advantage of a future in which he believes trust in paper currencies will diminish. The idea is to invest in natural resources, including precious metals, energy and agriculture, which represent tangible value from which investors will benefit as necessities become more precious. Unlike closed- or open-end mutual funds, the business is a corporation that can buy private equity to ultimately sell, spin out or even take an active investor approach through majority ownership in publicly traded companies. The company also looks for distressed deals. In this exclusive interview with The Energy Report, Kevin and Sprott COO Paul Dimitriadis share their investment philosophy and ideas on how to protect wealth.
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Monday, February 07, 2011
Commodity Speculators Sanctioned Amid Soaring Cotton Prices / Commodities / Commodities Trading
Don Miller writes: Reacting to a potential squeeze that threatens to drive up cotton prices, the biggest cotton-futures exchange took measures last week to prevent speculators from taking big positions.
The IntercontinentalExchange Inc. (NYSE: ICE), is increasing scrutiny on speculators amid soaring demand that has nearly tripled cotton prices in the last 12 months, threatening the profits of mills, commodity suppliers and apparel producers.
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Saturday, February 05, 2011
Time for Caution on Commodities / Commodities / Commodities Trading
Commodities are a very volatile asset class and unlike stocks, high prices will reduce demand while low prices will reduce production and supply. While buying breakouts and momentum in stocks often works well with the right risk controls, buying weakness rather than strength is more advisable in Commodities.
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Monday, January 24, 2011
Speculative Money Exits Gold and Silver but Remains Heavily Long Other Markets / Commodities / Commodities Trading
There are many ways to measure market sentiment. We use surveys, put-call ratios, fund flows data and for commodities especially, the commitment of traders reports (COT). Lately, we’ve noted the improving sentiment picture for Gold. As a market weakens sentiment will naturally become less bullish. In this case, sentiment has weakened considerably yet Gold is only 6% off its high.
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Monday, January 24, 2011
The Only Commodity Strategy that Will Work in 2011 / Commodities / Commodities Trading
Matt Badiali writes: After making a huge pile of money in the past two years, it's time for us to adopt a radically different strategy when it comes to natural resources...
Over the last two years, the TSX Venture Index – the Dow Industrials of small resource stocks – is up 162%. Readers of the S&A Resource Report recently took profits on several resource companies we bought in spring and summer 2009.
Sunday, January 23, 2011
Natural Resources Outlook 2011: Everyone Needs Commodities / Commodities / Commodities Trading
The essence of natural resources and commodity investing can be boiled down to one key point:
As the earth’s population swells to 7 billion, the migration to cities accelerates, incomes rise, and people desire things the things that improve their lives, thus increasing global demand for commodities and natural resources.
Saturday, January 22, 2011
Gold, Crude Oil, and the Contrarian Mindset / Commodities / Commodities Trading
Over a month ago I began to issue a warning to traders and investors who were long precious metals that a possible correction was likely. Prices were overextended and nearly every 5 minutes a gold investment advertisement was appearing on my television. Additionally gold advertisements could be heard during commercial breaks of many right leaning radio talk show hosts, not that I listen to them or anything.
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Monday, January 10, 2011
You Need To Start Hoarding This Commodity... Now / Commodities / Commodities Trading
The Nissan Leaf is a modern engineering marvel.
Satellite radio, which provides hundreds of static-free radio stations anywhere in the country, is standard. You can "sync" the car with your iPhone, which allows remote controlling of the car's heating and cooling system. The Leaf makes almost the same amount of noise running as not running. You might also notice the Leaf has no tailpipe. There's no engine exhaust to pipe out.