Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.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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Thursday, February 10, 2011
China Drought Global Food Crisis to Trigger Many More Egypts / Commodities / Food Crisis
The Chinese government has reportedly decided to spend $1 billion to battle the drought plaguing huge areas in the north, as wheat prices continued their climb and the UN warned of serious consequences for the winter harvest.
The drought is the worst in six decades in many areas, and has left a swathe of grain-producing regions reeling from a lack of any significant rainfall in more than three months.
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Thursday, February 10, 2011
GDX Gold Miners Index May Be Warning Us… / Commodities / Gold and Silver 2011
The past couple weeks I have been keeping a close eye the price of gold and the gold miners index. I check to see if its pointing to higher or lower prices in the near future using inter-market analysis, price and volume, along with technical analysis. At this time the charts are still pointing to lower prices in the coming days or weeks.Read full article... Read full article...
Thursday, February 10, 2011
Pricing the World in Gold / Commodities / Gold and Silver 2011
Equities, housing, commodities and bonds viewed through the prism of what money once was...
WHAT WOULD the world look like if, as a handful of economists, investors and politicians hope, gold really was money again?
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Thursday, February 10, 2011
Municipal Bond Market Shock Could Ignite Silver Charts / Commodities / Gold and Silver 2011
Less than 45 days into 2011, it appears that this just may be the year of the paper recovery, but that doesn’t mean that lingering problems have been wiped away. At center stage now is the municipal bond market, which having grown tremendously as investors fled to safe havens in 2009, may soon find itself in a perilous situation.Read full article... Read full article...
Thursday, February 10, 2011
U.S. Dollar Breakdown Perfect Storm for Gold / Commodities / Gold & Silver Stocks
A lot of short-term peaks and troughs can make things messy in the resource space, and the associated volatility can whipsaw people out of investments. "Still," says Pathfinder Asset Management Limited's Associate Portfolio Manager Taylor MacDonald, "the long-term picture itself is very much intact." The U.S. dollar is in the process of breaking down, and that will ultimately be supportive of gold. "And when you sidecar the dollar breakdown with quantitative easing, he says, "you essentially have a perfect storm forming for gold." Find out why Taylor expects the junior mining space to shine even brighter in 2011 in this exclusive interview with The Gold Report.
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Wednesday, February 09, 2011
Gold Markets At A Crossroad – What Now? / Commodities / Gold and Silver 2011
We are very bullish for the long-term for the resource sector, i.e., gold, silver and the resource shares. However, we need to live life and the markets in real time and the question is where are we now and what should investors do, if anything?
The big question mark is for the short-term (several weeks) and the immediate term (1 – 3 months).
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Wednesday, February 09, 2011
High Altitude Bombing in Crude Oil, Options Trade Opportunity / Commodities / Crude Oil
At the risk of stating the obvious, the recent market action in the commodities has been manic with wild gyrations of price in a wide variety of basic materials, metals, and energy. Given these wild fluctuations in price, I thought we could look at an options trade in USO that gives a high probability of success.
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Wednesday, February 09, 2011
Gold Prices Rise, Oil Falls / Commodities / Gold and Silver 2011
Oil prices are off this week, while gold prices continue to move higher after a near term drop to $1,314.90 on January 28th.
The Wednesday (February 9) morning price for oil futures is $87.23 per barrel on the New York NYMEX. This is up by $.29 over Tuesday’s settle price, but the current price represents nearly a $5 drop from last week’s highs near $92.
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Wednesday, February 09, 2011
Gold and Silver Through the MacroScope / Commodities / Gold and Silver 2011
Gold and Silver Through the Macroscope
Let's start with a 600 year perspective on gold prices (gold-lined chart) and silver prices (blue-lined chart):
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Wednesday, February 09, 2011
Gold/Silver Ratio Falls Through "Major Support" as Both Metals Rise / Commodities / Gold and Silver 2011
THE PRICE OF GOLD rose back towards yesterday's 3-week peaks in London on Wednesday, pushing higher against all major currencies as world stock markets slipped.
Crude oil rallied and US government bonds also ticked higher, while wheat prices hit near 3-year highs following news of a winter drought in China, the world's top producer.
Wednesday, February 09, 2011
Gold at EUR1,000/oz - Strong Physical Demand Leading to Illiquid Conditions / Commodities / Gold and Silver 2011
Gold and silver are marginally lower against most currencies after yesterday’s 1% and 3% rise respectively. Gold rose above €1,000/oz again yesterday and remains just below the €1,000/oz level today despite the euro being stronger versus other currencies. Silver is back above the important $30/oz psychological level and €22/oz.
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Wednesday, February 09, 2011
Investing in Water: How to Profit From the World's Most Precious Commodity / Commodities / Water Sector
Larry D. Spears writes: 2010 was the year of the commodity. Gold prices soared, copper hit record highs, oil again marched towards $100 a barrel, and many agricultural products doubled in value.
Yet hardly a word was spoken about the world's most precious commodity - water.
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Wednesday, February 09, 2011
Critical Times for Access to Critical Metals / Commodities / Metals & Mining
Access to sources of real-world critical metals is in serious jeopardy. A variety of experts gathered recently in Vancouver to learn more about the reasons we're at risk and what we can do about it. Join The Gold Report as we venture into the complex, complicated, cloudy, uncertain, conflicted world they explored.
The same issues that have jolted U.S. officials awake to awareness about the nation's vulnerabilities in the supercharged atmosphere of the critical metals space drew an eager, attentive audience to the world's first-ever Critical Metals Investment Symposium, sponsored by Cambridge House, a Vancouver-based producer of resource investment conferences.
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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Wednesday, February 09, 2011
Crude Oil Trend Remains Positve / Commodities / Crude Oil
Oil prices have pulled back recently triggering suspicion that this movement is the start of a deeper correction. In reality, the supportive trends from key securities indicates just the opposite. Oil prices remain in a solid upward path.
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Wednesday, February 09, 2011
Gold May Outshine Silver in the Medium Term / Commodities / Gold and Silver 2011
Political as well as economical developments around the globe, especially in the Middle East, have affected the commodity markets during the previous week. Notwithstanding the uncertainty associated with the social illness, a strong demand has supported the precious metals. Talking about the reasons, Chinese New Year celebrations top the discussions. The growth in demand is being attributed in part to Chinese families giving each other gifts of gold instead of traditional red envelopes filled with cash. Fears of inflation have also driven demand for gold.
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Wednesday, February 09, 2011
Eye on FCX as Gold and Silver Shine / Commodities / Gold and Silver 2011
Increasingly, my near-term work is bullish on Freeport McMoran Copper & Gold (NYSE: FCX) as it moves in a sideways triangular consolidation. If the sharp upmove in the precious metals is for real, FCX must participate. If it fails to climb with gold and silver continuing to strengthen, then I will view its divergence as a major warning signal about the miners as well as the underlying upmove in the bullion.
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Wednesday, February 09, 2011
Gold Will Outperform After Stocks Peak / Commodities / Gold and Silver 2011
At the end of December we posted a commentary titled “Three Things that could Halt Gold’s Run.” We theorized that strength in conventional markets pressures Gold. When stocks perform well, mainstream gurus and stock jocks can ignore Gold. Here is a snippet of our comment:
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