Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Saturday, November 12, 2011
Gold Has Resumed Its Glitter! / Commodities / Gold and Silver 2011
Gold has been almost as volatile as the stock market since August. After becoming overheated in July and early August, it plunged $340 an ounce to its low of $1,592 in late September. In one brief period in September it collapsed $214 an ounce in just four days.Read full article... Read full article...
Saturday, November 12, 2011
Gold Investor Opportunities Time / Commodities / Gold and Silver 2011
“The EFSF is not an adequate safety net to prevent Italian Contagion. Italy may be past the point of no return.”
Barclays, 11/8/11
Chinese Gold Mine Output has finally flattened, with growth estimates for 2012 at only 2.7%.
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Saturday, November 12, 2011
Gold Bull Market Seasonal Trend Analysis / Commodities / Gold and Silver 2011
Gold has just entered its strongest time of the year, embarking on a major seasonal rally. Naturally this is very bullish for not only this metal, but the companies that wrest it from the bowels of the Earth. Gold’s well-established seasonality is important for speculators and investors to understand, as it offers many great insights to help fine-tune the timing of precious-metals-related trades.
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Friday, November 11, 2011
Why Proposals That Italy Should Sell Its Gold Are Ridiculous / Commodities / Gold and Silver 2011
Many have suggested that Italy should sell its substantial gold reserves in order to pay down some of its debt and avoid a sovereign debt crisis. We view such proposals as ridiculous, due to the magnitude of Italy’s debt relative to the value of its gold holdings. However, one such proponent of such a transaction is Gunther Krichbaum, a lawmaker in German Chancellor Angela Merkel’s governing coalition and he is also the Chairman of the Committee of the Affairs of the European Union. The German Bundestag has proposed that Italy sell its sizeable gold reserves in order to lower its debt, implying that Italy’s gold reserves are relatively high and could be used to pay off their sizeable debt. The same suggestion has been put to Germany in the past and it was met with an emphatic rebuttal.Read full article... Read full article...
Friday, November 11, 2011
Global Monetary and Economic Crisis Creates Potash Investing Value Opportunities / Commodities / Resources Investing
Fertilizer companies have felt the pain of global monetary chaos, but as indicators lag, some potash equities are positioned ahead of the curve for big gains. Dundee Capital Markets Vice President and Senior Financial Analyst Richard Kelertas believes investors need to be sharpening their pencils and establishing positions. In this exclusive interview with The Energy Report, Kelertas shares his best names.
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Thursday, November 10, 2011
Gold Picture Bullish as Rumors Spread of ECB Nuclear Option / Commodities / Gold and Silver 2011
U.S. DOLLAR gold prices rallied to $1772 an ounce Thursday morning London time – 1.7% below the week's high – while European stock markets also regained some ground as rumors spread that the European Central Bank might intervene in the debt crisis.
Silver prices climbed to just below $34 per ounce around lunchtime – 3.8% below this week's high – while commodities were mixed and major government bond prices fell.
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Thursday, November 10, 2011
Albania Economy Surges with Canadian Resource Investment / Commodities / Resources Investing
G. Joel Chury writes: According to Albanian Prime Minister Sali Berisha, Albania’s economy increased during the first 9 months of the year, fueled by increased exports of goods and resources. Though the country still has a long road ahead of it in terms of living up to its growth potential, and before it joins the EU in 2015, this emerging economy is being stoked by outsiders, including a pair of first-movers from Canada looking to bring new methods of development to old resource discoveries.
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Thursday, November 10, 2011
Gold Isn't All That Glitters / Commodities / Gold and Silver 2011
Michael O'Brian has learned to apply some philosophies as an avid art collector to his successful investment career: an investor should always be in it for the long term. O'Brian's principles have led him to look beyond gold to copper and some special projects for long-term gains. In this exclusive interview with The Gold Report, O'Brian, president of private investment firm Nairbo Investments, talks about why he's just as likely to sink his resources into a copper project as he is into gold.
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Thursday, November 10, 2011
Silver Wheaton Triples Dividends Despite Lower Than Expected Earnings / Commodities / Gold & Silver Stocks
Silver Wheaton Corporation (SLW) has released its financial results for the third quarter, however, earnings of $0.38 per share missed the consensus of $0.50 by $0.12 of the 9 analysts covering this company. To deliver lower than expected results is rarely received well by the investment community and so the expectation now is for SLW to sold off to some extent. However, this aberration, if we may call it that, is being viewed in isolation and creates an impression that Silver Wheaton has somehow lost its way.
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Thursday, November 10, 2011
Earthquakes and Natural Gas Hydraulic Fracturing (Fracking) Link Confirmed / Commodities / Natural Gas
On 5 November an earthquake measuring 5.6 rattled Oklahoma and was felt as far away as Illinois.
Until two years ago Oklahoma typically had about 50 earthquakes a year, but in 2010, 1,047 quakes shook the state.
Thursday, November 10, 2011
Crude Oil in Initial Correction Phase / Commodities / Crude Oil
In the aftermath of today's inventory report, nearly NYMEX oil has jumped off its morning low at 95.54 to 96.42 so far, within the larger downmove off of yesterday's high at 97.82.
My near-term work argues that the decline from yesterday's high into this morning's low represents the initial phase of a correction that should press beneath the Oct-Nov up-trendline, now at 94.00, on the way to 90.00-88.00 thereafter.
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Thursday, November 10, 2011
Here’s What Germany and China Really Think About Gold / Commodities / Gold and Silver 2011
On Monday, gold (NYSEARCA:GLD) surged $35 to hit a new six week high of $1,791 per ounce, while silver (NYSEARCA:SLV) climbed 74 cents higher to nearly $35 per ounce. Precious metals (NYSEARCA:DBP) continue to receive a boost as countries reveal what they really think about the shiny metals.
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Thursday, November 10, 2011
Steps to a Gold Price Rally / Commodities / Gold and Silver 2011
Federal Reserve Chairman Ben Bernanke announced last week that the Federal funds rate will stay near zero for now. He reasoned that the "low rates of resource utilization and a subdued outlook for inflation over the medium run" would likely "warrant exceptionally low levels for the federal funds rate at least through mid-2013."
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Wednesday, November 09, 2011
Gold "Seeing Benefit from Safe Haven Demand" as "Political Void" sees Italian Debt Yields Soar / Commodities / Gold and Silver 2011
U.S. DOLLAR gold bullion prices jumped to $1797 per ounce Wednesday lunchtime in London – more than 3% up from the same point a week earlier – as the European debt crisis continued to engulf Italy.
Silver bullion also rallied around lunchtime – though it remained just below $35 per ounce, where it started today's London session.
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Wednesday, November 09, 2011
Gold Price Could Go to Infinity on Eurozone Debt Crisis Contagion / Commodities / Gold and Silver 2011
Gold is trading at USD 1,783.10, EUR 1,307.50, GBP 1,116.30, CHF 1,612.20, JPY 138,315 and CNY 11,309 per ounce.
Gold’s London AM fix this morning was USD 1,780.00, GBP 1,112.50, and EUR 1,300.41 per ounce.
Yesterday's AM fix was USD 1,794.00, GBP 1,114.49, and EUR 1,301.51 per ounce.
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Wednesday, November 09, 2011
Double Your Profits in the New Age of Natural Gas / Commodities / Natural Gas
Dr. Kent Moors writes: I recently got an e-mail from one of my Oil & Energy Investor subscribers, who posed a very interesting question. Take a look:
I bought a nice position in Cheniere Energy Partners LP (AMEX: CQP). It is not clear to me if they are in a position to benefit earnings-wise from future expansions of the business. Is a future dividend increase in the cards?
- Harry M.
Wednesday, November 09, 2011
Gold rebuilds the wall of worry / Commodities / Gold and Silver 2011
Gold has come into its own since October as traders continue to hang on every word coming out of Europe. Investors have breathed a collective sign of relief in recent days as Europe’s financial ministers plan to unveil a new rescue fund next month. In the meanwhile Italy and Greece are left to deal with their own debt crises until then. Greece must provide written acceptance of bailout terms before it receives its next 8 billion euro loan installment.Read full article... Read full article...
Wednesday, November 09, 2011
MF Global Bankruptcy Could Rattle Silver Market for Days / Commodities / Gold and Silver 2011
It now appears that the 200 year old trading and processing firm MFGlobal will go into bankruptcy following rumors that the firm did not have enough capital on hand to protect accounts. The company, which has seen its share price tumble by more than 85% this year, is expected to send several waves through the commodities market, mostly due to its expansive reach.
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Wednesday, November 09, 2011
Gold Investor's Biggest Risk / Commodities / Gold and Silver 2011
Jeff Clark, Casey Research writes: While we're convinced that our gold and silver investments will pay off, they don't come without risk. What do you suppose is the biggest risk we face? Another 2008-style selloff? Gold stocks never breaking out of their funk? Maybe a depression that slams our standard of living?
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Wednesday, November 09, 2011
Should I Buy Gold Bullion or Gold Shares / Commodities / Gold and Silver 2011
The times, they are a changin'. Since 1985 to 2007 the developed world has seen the sophisticated development of equity and fixed interest rate markets that has ensured that investments are aimed at a positive, growth future for the economies on the west side of the globe. All the skills and beliefs in markets have been consistent with that expectation. When the credit crunch came, the belief was that the powers that be would rectify matters and we would be back to the same rosy future once the hurdles had been surmounted. But here we are, ending 2011 and that rosy future has given way to an uncertain one where the very structures on which the rosy future had been built have stated to buckle and falter. Despite this, the adjustment by institutions has been slow to recognize these changes and the process of making markets face this new reality has been as slow as politicians have been to adjust their handling of matters. It's far more than 'denial', it is a refusal to change. The change needed is so fundamental that the careers and very way of life of financial manager would be at risk. Hence the poor efforts we see in changing the financial world. This is taking the path we walk in the financial world to a precipitous, almost cathartic point at an unquantifiable date ahead of us when we see pressures exerted to change that way we live our lives.
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