Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Saturday, August 27, 2011
Betting on Gold and Silver Stocks / Commodities / Gold & Silver Stocks
Chen Lin stumbled into investing. While working on a doctorate at Princeton, he turned $5,411 in his wife's retirement account into $1.5 million. In his newsletter, What is Chen Buying? What is Chen Selling?, Lin shares the fruits of his analytical aptitude. In this exclusive interview with The Gold Report, Lin reveals his latest finds in undervalued gold miners, and why he has high hopes for silver, too.
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Saturday, August 27, 2011
Gold Opportunity Antidote to Cartel Created Crises / Commodities / Gold and Silver 2011
“Gold Cartel Trifecta And Another Temper Tantrum
"They say the price of gas could soon be under $3 a gallon. Do you know what that means? You can now afford to drive by the house you used to live in, go by the job you used to have, and go see the bank where you used to have money." … Jay Leno
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Saturday, August 27, 2011
Mining Stocks Sectors Two Biggest Risks / Commodities / Metals & Mining
Country Risk - Where the political and economic stability of the host country is questionable, and abrupt changes in the business environment could adversely affect profits or the value of the company's assets.
Resource Nationalism - The tendency of people and governments to assert control, for strategic and economic reasons, over natural resources located on their territory.
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Saturday, August 27, 2011
Gold and Silver Deeper Correction Due? / Commodities / Gold and Silver 2011
The rise in the gold price has continued and shown a break up above the trend line. This has always been a sign that the gold, silver prices have 'spiked'. This has always been a signal to be ready to take profits and be ready to go back in lower down.
This was a correct approach and we do not argue with the logic; however, a change is happening in precious metal markets. Over the last few weeks gold has run ahead but it has seen brief and shallow corrections until this last week when traders and speculators caused a 'spike' to $1.910, before an equally dramatic fall back to $1,716. This is not the sort of correction we are discussing here. The speed and extent of the correction did not reflect the market fundamentals.
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Friday, August 26, 2011
Stocks at Rock Bottom, Gold at Top, Is a Bigger Correction Underway? / Commodities / Gold and Silver 2011
To quote Charles Dickens, this week was the best of times, it was the worst of times.
This week Quaddafi was finally cast out, Dominique Strauss Kahn was cleared, Japans’ credit rating was cut, Washington quaked and everyone waited with bated breath for the words from Jackson Hole, WY.
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Friday, August 26, 2011
Gold’s Strength and Vulnerability / Commodities / Gold and Silver 2011
The important thing to note is that a fall of $400 in the Price, some 20% from the Highs, would only bring the market back to the bull trend, rather than break it.
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Friday, August 26, 2011
Carbon Emissions Trading, Rebound From Dual Fibonacci Support / Commodities / Commodities Trading
The sharp price reversal in EUA Carbon Emissions from the May high sidelined earlier bulls. Finally interesting support has emerged from two adjacent Fibo levels, prompting a bounce.
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Friday, August 26, 2011
The Silver Tide is about to Rise / Commodities / Gold and Silver 2011
Silver has now been through a correction and consolidation phase and is all set for the next leg up. We’ll start with a quick look at the chart. First of all please note that the gap between the price of silver and the 200dma has closed considerably as this moving average heads north in support of silver prices. The RSI is now ‘middle of the road’ at 54.39 with room to go either way, however, we expect silver to move higher from here.
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Friday, August 26, 2011
Gold and Silver - The Cure for Panic and Anxiety / Commodities / Gold and Silver 2011
There is something going on in the United States. I can’t quite put my finger on it but there seems to be a change in the attitude of the people. There is a pervasive sense of panic that has permeated every part of our society. I think that our citizens have come to the realization that we have come to a point that unless there are drastic actions taken by our leaders, our great nation is in for a systemic failure. I base this feeling I have on watching the tape and noticing a pattern of heavy selloffs, large purchases of gold and silver, a constant bombardment from the media that we are in serious trouble with the amount of debt we have amassed, growing unemployment, low wage menial jobs and big banks teetering on the brink. To emphasize my point on the banks we need look no further than Bank of America’s CEO Brian Moynihan saying that the bank was well capitalized and then selling Warren Buffet 5 billion dollars of preferred shares of stock. “Something ain’t right in Kansas, Dorothy!”Read full article... Read full article...
Friday, August 26, 2011
Investor Interest in U.S. Biofuel Production Set to Soar / Commodities / Ethanol
On 16 August President Obama announced that the U.S. Departments of Agriculture, Energy and Navy will invest up to $510 million by 2014 in partnership with the private sector to produce advanced "drop-in" aviation and maritime biofuels for military and commercial use. This builds on a directive Obama issued five months ago as part of his "Blueprint for A Secure Energy Future," his administration's policy for reducing U.S. dependence on foreign oil imports, which now cost more than $300 billion.
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Friday, August 26, 2011
More Upside for Silver SLV ETF / Commodities / Gold and Silver 2011
Increasingly, my composite technical work in silver and the iShares Silver Trust ETF (NYSE: SLV) is telling me that the decline from 43.08 to 37.92 since Monday is a completed down-leg within a larger, complex corrective period -- or in and of itself a totally completed correction.
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Friday, August 26, 2011
Uranium and Potash Stocks on the "Frontier" / Commodities / Uranium
Operating out of Uruguay, Carlos Andres' Frontier Research Report provides a vastly different perspective. In this exclusive interview with The Energy Report, he gives us some insights on global mineral exploration and production in areas that are more "out of the way" than what we usually consider. He tells us about two very exciting companies with huge investment potential in projects located in Namibia and Ethiopia.
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Friday, August 26, 2011
Will Silver Benefit From Rising Gold Margin Requirements? / Commodities / Gold and Silver 2011
Readers of Gold Stock Trades continue to express an abiding interest in the “poor man’s gold” known as silver(SLV). Prominent among the questions they raise are: Quo Vadis Silver?
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Friday, August 26, 2011
Will Gold Become Collateral for a Euro Zone Bailout? / Commodities / Gold and Silver 2011
“Gold is Money. Everything else is credit.” -J.P. Morgan
Although Ben Bernanke says gold is not money, countries around the world sure are treating it as such. Last week, Hugo Chavez announced he was nationalizing Venezuela’s entire gold industry. Furthermore, the central bank of Venezuela has sent a statement via email requesting its 99 tons of gold holdings from the Bank of England. Gold is not only seen as currency by many, but also as a valuable hedge. Now, in exchange for bailout assistance, Germany is looking to hedge bailout repayment risk with gold.
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Friday, August 26, 2011
Buy Gold Price Dip With Both Hands / Commodities / Gold and Silver 2011
After making a new all-time high above $1,900, gold has plunged by $170 or roughly 9% in the past few days. Many factors have been blamed including the CME margin hike of 27%, money moving back into stocks or simple profit taking by funds to rebalance their portfolios after such a strong move. Others point to the routine take down of precious metals just prior to futures/options expiration.
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Thursday, August 25, 2011
Chorus of Gold Bubble Callers Such as Roubini Out in Force Again / Commodities / Gold and Silver 2011
All major currencies have risen against gold again today as the vicious sell off seen on Tuesday and particularly yesterday continued in Asia overnight and in Europe.
Gold is trading at USD 1,723.80, EUR 1,192.10, GBP 1,052.90, CHF 1,369.50 and JPY 133,225 per ounce.
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Thursday, August 25, 2011
Gold Plunges by 11% But Doesn't Change Long-Term Fundamentals / Commodities / Gold and Silver 2011
THE PRICE OF GOLD in professional wholesale dealing sank further on Thursday morning, plunging to a 9-session low of $1704 early in London – a drop of more than $200 per ounce from Tuesday's new record high.
"A glance at the gold price on a logarithmic scale suggests a correction was overdue," says Societe Generale's daily "macro" note.
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Thursday, August 25, 2011
Hedge Higher Food Prices by Investing in Corn / Commodities / Agricultural Commodities
David Zeiler writes: A smaller-than-expected U.S. fall harvest, combined with strong demand, has sown the seeds of higher corn market prices. That will inflate your grocery bill, but it's also an investing opportunity that should persist into next year according to some experts.
The United States Department of Agriculture (USDA) recently reduced its forecast for the fall corn crop to 12.9 billion bushels from 13.5 billion based on damage from spring flooding and summer drought in several key corn-producing states.
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Thursday, August 25, 2011
Gold and Silver Investors, Don't Miss Out on the Palladium Stealth Bull Market / Commodities / Palladium
Peter Krauth writes: Even while gold, silver, and platinum steal most of the headlines, there are stealth bull markets advancing in other precious metals.
Take palladium for instance.
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Thursday, August 25, 2011
Gold Sell-Off, Now What? / Commodities / Gold and Silver 2011
After reaching an all-time high well above $1,900 earlier this week, gold is now about $200 lower, just two days later.
We have been saying more than once that we should expect these kind of volatile moves in a parabolic end phase. The difficulty of parabolic moves, is to guess when it pops, and to get a chair before the music stops playing, because WHEN it pops (it always does at some point), the move down is very violent, like we have seen over the last 2 days.
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