Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, February 08, 2011
Gold Game Changer: J.P. Morgan Accepts Bullion as Money / Commodities / Gold and Silver 2011
By: Janet_Tavakoli
J.P. Morgan Chase & Co. announced on February 7, 2011 that it will accept physical gold as collateral for investors that want to make short-term borrowings of cash or securities.
Presenting gold to satisfy demands for performance bond collateral has been allowed on the London CME in a limited way since October 2009. As of November 22, 2010, the Intercontinental Exchange Inc. (ICE) has accepted gold bullion as collateral on all credit default swaps and energy transactions.
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Tuesday, February 08, 2011
Gold Real Time Bubble Data / Commodities / Gold and Silver 2011
By: Chris_Blasi
I would like to share some hard data pertaining to one of the most critical characteristics associated with an investment bubble. Even though the usual cheerleaders for paper assets and the "debt is wealth" mindset would most likely dismiss the evidence as anecdotal, the uniqueness of the data set should give it extra weight, in my opinion. The consistent element I am referring to is retail investment participation. Why the information forthcoming is of particular worth is not only does it underscore the low participation rate of retail investors in precious metals, but the source of the information comes from an investment environment that renders meaningless the typical excuses for investors to not have taken a position in gold and silver.
Tuesday, February 08, 2011
Gold, What's Old is New Again / Commodities / Gold and Silver 2011
By: The_Gold_Report
Do old investment strategies apply to the new gold market? Doug Groh, a fund manager and senior research analyst with Tocqueville Asset Management in New York City, has been analyzing basic materials and gold equities for more than 25 years. In this exclusive interview with The Gold Report, Dough explains how to view gold's history when making investments in its future.
Monday, February 07, 2011
Rare Earth Metals Deficiencies, Diagnosis...An Emergency Treatment Plan / Commodities / Metals & Mining
By: Jeb_Handwerger
A serious lack of rare earth elements is endemically afflicting the world body politic. It has been brought on by a chronic combination of American short sightedness and Chinese need for self survival.
It is well known that rare earths, a group of 17 atomic elements are essential for the survival of cutting edge industry in such diverse areas as nuclear launch missiles, hybrid autos, wind turbines, solar devices, oncological applications, night-vision devices and petroleum production.
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Monday, February 07, 2011
Gold "Goes Quiet" as US Futures' Position Hits18-Month Low / Commodities / Gold and Silver 2011
By: Adrian_Ash
WHOLESALE PRICES to buy gold and physical silver bullion were unchanged on Monday morning in London, holding steady with commodity prices as global stock markets rose.
With the US Treasury slated to sell $72 billion in new debt this week, major-economy government bond prices slipped, pushing 10-year UK gilt yields up to a 9-month high ahead of Thursday's Bank of England decision on interest rates.
Monday, February 07, 2011
JP Morgan Accepts Gold Bullion as Collateral, Silver Backwardation to Lead to Short Squeeze? / Commodities / Gold and Silver 2011
By: GoldCore
Gold is marginally lower in euro, pound and dollar terms and marginally higher in Japanese yen and Swiss francs. Silver is higher in all currencies. With gold’s 0.51% higher close last week (first rise in 5 weeks) and silver’s 4% rally, the bears will be nervous that the recent downward trend may have reversed.
Monday, February 07, 2011
Commodity Speculators Sanctioned Amid Soaring Cotton Prices / Commodities / Commodities Trading
By: Money_Morning
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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Monday, February 07, 2011
Egypt Crisis Points Investors Toward U.S. Energy Producers and Crude Oil / Commodities / Crude Oil
By: Money_Morning
By Jon D. Markman writes:
Stocks lifted generously over the past week as investors celebrated the start of February with a bang amid cooling tempers in Egypt, guarded optimism in the halls of the U.S. Federal Reserve, stronger results among U.S. retailers and semiconductor makers, a merger in the gold mining industry and a devil-may-care attitude about the worsening of unemployment.Read full article... Read full article...
Monday, February 07, 2011
Gold Bottoms and Moving Higher But on Low Volume / Commodities / Gold and Silver 2011
By: Merv_Burak
Gold bottomed and looks to be moving higher BUT the volume is just not there to be encouraging. The next week or so will tell us if it is going towards higher levels or if the downside will continue.
Time constraints and no chit chat this week, just the facts.
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Monday, February 07, 2011
It’s Super Gold Monday! / Commodities / Gold and Silver 2011
By: Chris_Vermeulen
While Ben Bernanke says we are not seeing any inflation, I think most of us know that is a load of BS as other countries like Egypt see food prices surging. Over the past couple years everyone has been talking about how inflation will soon start and that has been one of the main driving forces for higher precious metals prices.
Monday, February 07, 2011
Silver Roller Coaster Wealth Swings Between Rich and Poor / Commodities / Gold and Silver 2011
By: readtheticker
Silver is a roller coaster that only adults should ride. Violent swings in price will change your wealth between rich or poor in a few short months. How can one tame such unruly price action? The only way we know how is to examine the unruly patient by employing diagnostic charting methods by William Gann, Richard Wyckoff and Jim Hurst.
Monday, February 07, 2011
Forget Gold Bullion! Those in the Know Own Silver and Gold Mining Stock Warrants / Commodities / Gold & Silver Stocks
By: Lorimer_Wilson
The world of warrants is the undiscovered constellation in the universe of securities. Long term (LT) warrants shone brightly in 2009 - up 242% in U. S. dollar terms - and were up a further 91% in U.S. dollar terms in 2010. That's correct: 242% in 2009 followed up with a further 91% in 2010! The warrant world consists of only 135 stars (i.e. constituents) of which only 32 are associated with 29 commodity-related stocks that have sufficient brightness (i.e. 24+ months duration) to warrant (the pun is intended!) the attention of earthly investors.
Sunday, February 06, 2011
How to Profit From the New Oil Boom in Texas / Commodities / Crude Oil
By: Investment_U
David Fessler writes:
It was 1894 when a crew of workers in Corsicana, Texas were drilling for water… only to strike oil instead.
The rest, as they say, is history – and Texas’ relationship with black gold since then is legendary.
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Sunday, February 06, 2011
Lock In Your Gasoline Prices With Crude Oil on the Rise / Commodities / Gas - Petrol
By: Jared_Levy
Yes, it's true. I know what you are thinking... that I'm probably going to show you some fancy stock or futures contract strategy to offset higher crude oil prices -- but it might be simpler than that. The question is whether it's worth it or not... Let's take a look.
Saturday, February 05, 2011
Time for Caution on Commodities / Commodities / Commodities Trading
By: Jordan_Roy_Byrne
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.
Saturday, February 05, 2011
Newmont Buys Out Fronteer, What’s Next In The Gold Mining Sector? / Commodities / Gold and Silver 2011
By: Jeb_Handwerger
Even though January 2011 brought a lot of profit-taking to mining stocks and precious metals, the leadership of Newmont (NEM) has used this pullback in prices to purchase one of my long-term favorite recommendations, Fronteer Gold (FRG). I believed Fronteer was a great candidate for a takeout. Newmont has gone straight ahead believing in Fronteer’s three major projects in Nevada and buying Fronteer out for a 37% premium. Newmont believes that the gold prices is moving much higher and they are using their large cash position to find growth. It is much cheaper to buy a quality asset rather than go out and find it yourself. Read full article... Read full article...
Friday, February 04, 2011
How to Buy a Vacation Home with Silver / Commodities / Gold and Silver 2011
By: Jeff_Clark
For most people, there are some surefire luxuries that signify wealth, a few pearls of conspicuous consumption that say you've made it. For me, it's always been a second home. My grandparents owned a vacation home in Arizona and then Florida when I was a kid, and it was an annual highlight to travel there every year.
Friday, February 04, 2011
Gold Short-Term Buying Spree on Middle East Crisis / Commodities / Gold and Silver 2011
By: Przemyslaw_Radomski
Political and social unrest in the Middle East was the most discussed topic during the week. Restlessness and riots could inflate food prices in the region and worsen the economic balance further. As a result, equity, currency and commodity markets have experienced fluctuations. The political disturbances have impacted the crude oil trade significantly as Egypt is a crucial link for oil and gas headed to Europe, Asia and the United States. There are large black swans paddling in the Middle East pond that could have a significant effect on precious metals, oil and stock markets.
Friday, February 04, 2011
Bond Vigilantes Ultimately Good for Gold / Commodities / Gold and Silver 2011
By: The_Gold_Report
Addicted to Profits Editor David Skarica predicts that in the second half of 2011, Europe's "bond vigilantes" will make their presence felt in the U.S. by driving up interest rates and driving down the dollar. That's one of the reasons he remains bullish on gold. "I think we're going to see gold headed much, much higher," David says in this exclusive interview with The Gold Report. To learn about David's investment thesis for the gold market and a few names that offer better value post correction, read on.
Friday, February 04, 2011
Risk Premium Leaving Crude Oil, Positive for Equities / Commodities / Crude Oil
By: Mike_Paulenoff
Oil prices have plunged today in anticipation of a peaceful transition in Egyptian leadership into presumably U.S.-friendly -- and democracy-friendly -- hands, which will quell perceptions of event risks in the oil market.
From a technical perspective, however, the Bull Trap high established on Monday was the oil market's way of winking at us about a potentially friendly resolution. As we speak, perhaps some risk premium is being extracted from the oil market, which should be a positive and supportive development for the equity indices in general and the S&P 500 emini (e-SPH) in particular.
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