Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, March 09, 2011
Currencies and Stocks Suggest Improved Returns from Gold and Silver / Commodities / Gold and Silver 2011
Middle East is still the talk of interest in the commodity markets and the markets have been experiencing substantial volatility over the past weeks. Commodity markets also followed the trend and witnessed highs; Brent traded above US$115 a barrel while gold continues as a safe haven for investors with prices above $1400 per ounce. Apart from geopolitical speculations, precious metals have influenced by currency and stock market moves.
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Tuesday, March 08, 2011
The Gold Price Driver You're Not Watching / Commodities / Gold and Silver 2011
Jeff Clark, Senior Editor, BIG GOLD writes: You already know the basic reasons for owning gold - currency protection, inflation hedge, store of value, calamity insurance - many of which are becoming clichés even in mainstream articles. Throw in the supply and demand imbalance, and you've got the basic arguments for why one should hold gold for the foreseeable future.
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Tuesday, March 08, 2011
Gold & Silver Bifurcation / Commodities / Gold and Silver 2011
Silver has been red hot lately and the silver shares have joined in the fun. Yet, we haven’t seen a corresponding breakout in Gold or in the gold shares (as evidenced by GDXJ and GDX). In the chart below we show SIL (large silver stocks), Silver, Gold, GDXJ (gold juniors) and GDX (large cap golds).
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Tuesday, March 08, 2011
FCX Recovers Off Spike Low / Commodities / Company Chart Analysis
My near-term work indicates that this morning's spike low in Freeport-McMoRan Copper & Gold (NYSE: FCX) at 48.61 followed by a sharp upside reversal above 50.00 (so far) has the right look of the end of the corrective process off of its 1/12 high at 61.34.
If that proves to be the case, then FCX is about to enter a new upleg within its dominant uptrend off of the July 2010 low at 28.36.
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Tuesday, March 08, 2011
Gold Capped by Scrap Selling, Silver Rally Unstoppable / Commodities / Gold and Silver 2011
THE PRICE OF GOLD slipped against a rebounding Dollar in London on Tuesday, briefly losing 1.4% from yesterday's new all-time high as world stock markets extended their losses.
Major government bonds also slipped, while the Dollar knocked almost two cents off the Euro's new four-month high.
Tuesday, March 08, 2011
Silver and Gold Remain Near Record Highs as Greek and Portuguese Debt Hammered / Commodities / Gold and Silver 2011
Silver is higher against all currencies today and remains near yesterday’s 31 year high of $36.75/oz. Gold is slightly higher against most currencies, especially the Swiss franc and euro.
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Tuesday, March 08, 2011
Gold and Silver over the next month or so / Commodities / Gold and Silver 2011
Last month I calculated Silver was about to go ballistic - I think a 28 % price rise is pretty impressive in one month. I presumed gold would follow at a more leisurely pace. It did. Short term though the fundamentals of each are disconnected. Gold is reflective of safe haven mode where as silver is in highly speculative mode.Read full article... Read full article...
Tuesday, March 08, 2011
World's Largest Silver Miner's Monumental Move is Just Beginning / Commodities / Gold & Silver Stocks
Coeur D’alene Mines Corp (CDE:NYSE $34.70) is just beginning its monumental move. I believe we may see its share price double in the next 8 – 12 weeks. This article will provide you with an update of silver’s current parabolic move; detail the underpinnings of Coeur D’alene’s incredibly strong fundamentals going forward into 2011, and expose the powerfully bullish technical outlook for its stock.
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Monday, March 07, 2011
Commodities Rundown, From Au To V / Commodities / Metals & Mining
There is more to the periodic table—and to investing opportunities—than gold, silver and copper. Siddharth Rajeev, vice president and head of research at Fundamental Research Corp., sums up the market prospects for rare earth elements (REE) and a host of metals. He unearths some new names and some historical finds in this exclusive interview with The Gold Report.
The Gold Report: Sid, today we're going to talk about a number of different metals: gold, silver, vanadium, copper and rare earths. Could you handicap each of those metals for us, starting with gold, copper and silver?
Monday, March 07, 2011
Silver Going Parabolic, Time to Sell and Reinvest in Gold / Commodities / Gold and Silver 2011
Kenny Rogers may not be widely known as a great philosopher, but one of his legendary songs carried a message well worth knowing. It goes, "Know when to hold them, and know when to fold them." Last week in the game of world monetary poker, the ECB raised the limit. Now the Federal Reserve will have to demonstrate it has what it takes to play poker with the big boys. Question is not if it will fold, but when it will fold. June or sooner?
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Monday, March 07, 2011
Crude Oil’s March Madness a Boost for Refiners / Commodities / Crude Oil
March Madness is still a few weeks away for college basketball fans but the madness of March is in full swing for the oil sector. Turmoil in the Middle East sent oil prices up more than 6 percent last week. We also happen to be entering a time of year that has historically been good for energy prices and energy equities in recent decades.
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Monday, March 07, 2011
Gold Hits New Dollar High as Greek Debt Downgraded Again / Commodities / Gold and Silver 2011
THE PRICE OF GOLD rose new all-time highs vs. a falling US Dollar on Monday morning in London, hitting almost $1445 per ounce as European stock markets held flat and major-economy government bonds slipped, nudging interest rates up.
Crude oil rose to new 29-month highs as more rebel-held town's fell to Libyan forces loyal to Colonel Gaddafi.
Monday, March 07, 2011
Crude Oil, Gold Rise Whilst Silver Surges to Record on MENA Contagion / Commodities / Gold and Silver 2011
Concerns about Libya, Saudi Arabia and the Middle East and North Africa continue to dominate markets. There are growing concerns of contagion and oil supply disruptions from the region. Oil and gold have risen and silver for immediate delivery surged another 2.3% after climbing to $36.5375/oz, the highest price since February 14, 1980 when silver reached a its nominal high $50.35/oz.
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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.
Sunday, March 06, 2011
Physical Silver Price is Really $50 per Ounce (80% Premium on COMEX Silver Non-Delivery) / Commodities / Gold and Silver 2011
This just in from Harvey Organ's review of the gold and silver market.
Wynter_Benton update on their recent raid With permission, I can update the results of our raid. It was successful beyond imagination but that "success" has spawned even more questions about the price of paper silver going forward. It was reported by SGS that he heard that on Friday Blythe was offering 30-50 percent premium and that at least 4500 hundred contracts will stand for delivery. I am here to give you a more accurate update (and a first hand account of what happened on Friday Feb 25). Our group was detemined to stand for delivery going into Monday because we were not going to take a 30 percent premium on a price of $33.50.
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Sunday, March 06, 2011
Why Investing in Gold, Silver, Commodities is STILL the Way to Go! / Commodities / Gold and Silver 2011
Arnold Bock (with Lorimer Wilson) write: Back in 2005 I commented in an article that “my investment portfolio is almost exclusively invested in a basket of commodities (gold, silver, potash, uranium and crude oil) of which the bulk is precious metals. A third of my investments are in gold and silver bullion and a range of individual commodity-related stocks, from the very large producers to the very early stage small junior exploration companies, or their long-term warrants where they exist. Two thirds are in precious metals ETFs.”
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Sunday, March 06, 2011
Crude Oil Price Surge and Supply, There Are No Good Outcomes / Commodities / Crude Oil
The political class and their mouthpieces in the corporate controlled mainstream media are desperately trying to spin the oil price surge as a temporary inconvenience that will not derail their phony recovery story. Brent crude closed at $116 per barrel yesterday. West Texas crude closed at $104 per barrel. Unleaded gas has risen by 22% in the last month and 60% since September 1, 2010. I’m sure this slight increase hasn’t impacted Ben Bernanke or Lloyd Blankfein. Their limo drivers just charge it to their unlimited expense accounts. Joe Sixpack, driving his 15 mpg Dodge RAM pickup, is now forking over an extra $1,200 per year in gas expenditures, not to mention more for everything impacted by oil such as food, utilities, and anything transported to their local Wal-Mart by truck (everything). Luckily, the Federal Reserve and crooked politicians only care about their comrades in the top 1% elitist society, for whom oil is an investment, not an expense.
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Saturday, March 05, 2011
Dwindling Comex Silver Bullion, But Where Is the Gold Coming From? / Commodities / Gold and Silver 2011
I wonder how much of this silver being sold is leased out from unallocated accounts and holdings in ETFs.
How unfortunate for the silver shorts that the bankers lack a ready supply of bullion from the central banks. Most national stores of silver in the west have already been depleted.
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Saturday, March 05, 2011
Employment And Oil.... Stocks Whipsaw Week...Bull Trend Still In Place..... / Commodities / Crude Oil
Such an interesting week. If you remember last Friday's report, I talked about whipsaw coming up in a symmetrical triangle. I don't think anyone would argue that that's exactly what we saw this week. The triangle is alive and kicking. They are so emotional, especially when over played on either side. Longs struggle. Shorts struggle. Lots of back and forth that plays on your mind. Usually causes bad outcomes. You get aggressive in a symmetrical triangle you pay the price, even though you probably didn't put on a bad trade. It just feels that way at certain times within it. Again, nothing aggressive. If you play only a few plays you can more easily deal with what's taking place.
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Saturday, March 05, 2011
PSY-OPS To Force Gold and Silver Price Down, Profitable Antidotes for Investors / Commodities / Gold and Silver 2011
“Psychological Operations”
“Planned operations to convey selected information and indicators to foreign audiences to influence their emotions, motives, objective reasoning, and ultimately the behavior of foreign governments, organizations, groups, and individuals. The purpose of psychological operations is to induce or reinforce foreign attitudes and behavior favorable to the originator's objectives. Also called PSYOP. See also overt peacetime psychological operations programs; perception management. (emphasis added)
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