Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, February 04, 2011
Gold, Silver and Food, the Three Best Investment Opportunities for the Next Decade / Commodities / Gold and Silver 2011
“Is the US's financial position hopeless? I've studied the US finances backwards and forwards, and as I see it the US's financial position most definitely is hopeless.
The actual posted national debt of the US is $14.1 trillion. However, the US reports its finances on a cash basis while omitting its unfunded obligations in such items as Social Security, Medicare and Medicaid and various other entitlements. If the entitlements are included, the total national debt including unfunded obligations would be over $100 trillion…
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Friday, February 04, 2011
Global Silver Exploration / Commodities / Gold and Silver 2011
When exhaustively researching any sector of stocks, a lot can be learned about a given industry, its constituents, and its fundamentals. And indeed at Zeal we’ve learned a lot about the silver-stock sector in our latest round of research. This research is invaluable in both identifying industry trends and selecting the companies with the highest probability for success.
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Friday, February 04, 2011
Egypt is Just the Beginning for Gold’s Next Move / Commodities / Gold and Silver 2011
Watching CNN, its easy to be lulled into the sense that the cute little third world African country that is home to Cleopatra, mummies and pyramids is having a little revolution to get rid of a tired old tyrant. That the old goat is putting up such resistance to the national message is to be expected, and might be forgiven. Unleashing bands of paid thugs under the guise of ‘supporters’ reveals true brutality and illuminates the character of the man, Hosni Mubarak – a sociopath.Read full article... Read full article...
Friday, February 04, 2011
Gold & Silver Keep "Bernanke-Trichet" Gains / Commodities / Gold and Silver 2011
THE PRICE OF BOTH gold and silver bullion were little changed in London trade on Friday, unmoved by unexpectedly weak US jobs data near two- and 3-week highs respectively.
Adding 36,000 net jobs in Jan., the US economy still saw unemployment slip from 9.5% to 9.0% as a growing number of "discouraged" people – no longer seeking work actively – fell out of the official definition.
Friday, February 04, 2011
Crude Oil Prices Higher on Economic Outlook / Commodities / Crude Oil
Oil prices are finishing off a second week of gains Friday (February 4) as the latest round of jobs data is expected to offer hope that the US economy is improving.
Analysts believe that non-farm payroll jobs increased by around 146,000 workers during January, according to a survey of economists. This has led to anticipation that the Labor Department will report that first-time jobless claims fell more than expected last week.
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Friday, February 04, 2011
Gold and Silver Gain on Catastrophic” Implications for U.S. Economy if $14.3 Trillion Debt Ceiling Not Raised / Commodities / Gold and Silver 2011
Gold and silver have given up a small bit of yesterday’s strong gains in all currencies (especially the euro – see chart below) but are up more than 1% and 3% respectively on the week. Asian equity indices were higher overnight and are higher for the week, except for India where there are growing concerns about surging inflation and interest rates. European indices are higher today and most are up by some 1.5% to 2% on the week – as are US indices.
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Friday, February 04, 2011
Time to Sell Gold and Silver? / Commodities / Gold and Silver 2011
In the last days we have seen the gold price hit $1,324 and yesterday spring to $1,355, leaving it in a neutral zone technically speaking. More than 10% of the gold ETF, SPDR in the States has been sold as well as around 10% of the ishares Silver Trust. Investors need to know, "is this the time they should be selling their gold and silver investments?"
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Friday, February 04, 2011
Rare Earths Affecting Gas Prices / Commodities / Gas - Petrol
A Reuters poll indicates that oil prices in 2011 will be driven largely by Chinese demand and reach a little over $90 a barrel. Prices, however, are unlikely to cross the $100 mark given the high global inventories. Further, the current landscape is unlike that of 2008 when the supply-demand gap was massive enough to drive prices up to $147.27 per barrel.
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Friday, February 04, 2011
Will Magnesium Batteries replace Lithium Ion? / Commodities / Metals & Mining
As part of the global automakers’ efforts to improve ways of powering electric cars, Toyota Motor Corporation announced earlier this month that it is developing a magnesium based battery capable of storing double the energy stored by lithium ion cells. That would translate to a higher mileage on a single charge.
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Friday, February 04, 2011
The Truth About Gold / Commodities / Gold and Silver 2011
Egypt seems to be coming apart at the seams and the unrest may be spreading to Jordan as the King fired members of his cabinet in order to stave off potential problems. Then comes Saudi Arabia and pent up resentment against that royal family. We already know that Tunisia and Syria are experiencing difficulties and it's not far from where we are today to a Middle East engulfed in an uprising. Bin Laden and the Taliban have been planting seeds for ten years and thanks to a very short sighted American foreign policy, it looks like they'll bare fruit sooner rather than later. Now the US is doing what it always does, calling for the removal of a man they supported for twenty years. Justified or otherwise such an about face sends a signal to the rest of the world that our word is not our bond and any friendship is fleeting at best.
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Friday, February 04, 2011
Societal Shifts Present Growth for Precious Metals Market / Commodities / Gold and Silver 2011
It isn’t a secret that the demographics of the financial markets are changing. The baby boom is retiring, shifting assets from equities and high-risk vehicles toward income generating debt instruments and safer investment alternatives. It would be reasonable to suspect that the younger generation taking its place is filling the high-risk, high-reward opportunities following the exit of the older generations, but that simply is not the case.Read full article... Read full article...
Friday, February 04, 2011
Chinese Silver Buying Just Beginning / Commodities / Gold and Silver 2011
Just a few decades ago, China the Giant was barely a mortal. It produced most of what it consumed, and the corporate mega-producers installed during the darkest days of Asian freedom and democracy produced all the commodities the country might need within its own borders.One such commodity was the one we all love: silver. In fact, China produced so much that it couldn’t use all of it, nor was it interested in holding onto the metal. The country was a net exporter until four years ago, when at the height of the most recent credit bubble, net imports materialized. Today, China consumes more silver than it ever has in history.
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Friday, February 04, 2011
Bring Back My Gold Bond To Me! / Commodities / Gold and Silver 2011
“The mountains went into labor and gave birth — to a mouse! This ancient quotation could be cited to characterize the publication of the long-awaited Financial Crisis Inquiry Report on Thursday, January 27, commissioned by an earlier Congress. Another characterization is the title of an article in The New York Times from Frank Partnoy, professor of law, San Diego University: “Washington’s financial disaster”on January 29.
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Friday, February 04, 2011
Gold Remains Best Defence Against Keynesian Evil / Commodities / Gold and Silver 2011
"Most of mainstream macroeconomics is dead. It's a zombie. They don't know they're dead yet, but they're dead." ~ L. Randall Wray, Bloomberg Businessweek, 17 January 2011
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Thursday, February 03, 2011
Euro-Gold Spikes Higher as ECB Stays "Accommodative" / Commodities / Gold and Silver 2011
THE PRICE OF GOLD in US Dollars again retreated towards this week's lows beneath $1330 per ounce on Thursday in London, falling back as world stock markets and commodities both slipped.
Major-economy goverment bonds ticked higher. Silver prices dropped back towards last week's finish at $28 per ounce.
Thursday, February 03, 2011
Chinese Gold Demand 'Enormous' and 'Unbelievable' / Commodities / Gold and Silver 2011
The Swiss franc and the euro are weaker today and marginally lower against gold. Asian equity markets were higher (except for a 0.25% fall in the Nikkei) but European indices are more hesitant this morning. Greek, Italian and Spanish debt markets have seen yields creep slightly higher this morning.
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Thursday, February 03, 2011
Gold, Stocks and Dollar Trend Analysis and Forecast / Commodities / Gold and Silver 2011
Do I See Lipstick On A Pig? Or Is The Stock Market and Gold Still Going Up?
As most sophisticated investors and traders are aware, the U.S. Federal government has run up significant deficits and the long term debt burden is becoming a drain on Gross Domestic Product. That being said, most economists are discussing the possibility of a major decline in the value of the U.S. Dollar going forward as inflationary monetary policy begins to strangle growth. While that view point may prove right over the long haul, in the short run most traders are not likely expecting the U.S. Dollar to rally.
Thursday, February 03, 2011
Major Pools of Capital and The Mother of All Gold Bull Markets / Commodities / Gold and Silver 2011
Michael Campbell: Lets start with the overview. Everyone’s been waiting, and it’s typical in a bull market, waiting for some sort of major corrective phase in gold to take place and they're wondering if this past week wasn’t the indicator of that?
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Thursday, February 03, 2011
Big Gains To be Made in Platinum and Palladium / Commodities / Platinum
While a majority of investors, analysts and experts dwelt on gold and (to a lesser extent silver) in 2010, sister precious metals platinum and palladium notched up significant gains matching gains in the investment safe havens. While gold and silver gained close to 30% and 80% respectively, platinum and palladium were nowhere lagging - gaining in the region of 20% and 100% in that order. We inspect long-term prospects of these lesser invested metals in this essay. A strong case for platinum and palladium makes for diversification of precious metals funds into these metals. This diversification of funds is of particular importance when Investors are being suggested to wait for medium-term corrections before stocks become 'investable' again.
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Thursday, February 03, 2011
The Simple Truth About Gold Leverage Programs / Commodities / Gold and Silver 2011
A lot of people ride motorcycles, but there's a reason most don't try to be Evel Knievel. Sure, there's a big reward if you can land a jump over 14 school buses - but what if you don't?
A new craze among our competitors is to push gold buyers into "leveraged accounts." In one of these accounts, the dealer lends you money to buy gold, on the assumption that gold will go up faster than the rate of interest on the loan. In other words, if you call with $5K, they'll give you another $20K in credit to make a $25K total purchase of gold bullion.