Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, November 20, 2010
Beginning of The Gold Plunge, or Just a Golden Breather? / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
It’s no secret that the U.S. is borrowing too much, that China manipulates its currency and that Europe’s fiscal troubles are growing at the same time that “the luck of the Irish” is running out. There does not seem to be any international political will to cooperate to rectify any of these imbalances.
The G-20 meeting in Seoul, South Korea, achieved nothing to improve global imbalances and end the currency conflicts.
Friday, November 19, 2010
Why Are Gold and Silver Falling Despite Currency War? / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
National interests dominate
Starting with the U.S. and its response to global annoyance at quantitative easing, we see that the U.S. has little choice but to follow its mandated path of using its money to stimulate growth inside the U.S. In turn, China feels that to maintain social order within its borders it must hold down the Yuan to keep its manufacturing sector healthy in the global marketplace. Following those examples, every other nation will frame its exchange rate policy on a similar basis, with the emphasis on internal price stability for the benefit of local employment. These are the rules of the currency game as well as the root of the potential failure of currencies to operate internationally.
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Friday, November 19, 2010
Gold Investor Antidote to Globalists Threat to U.S. Dollar Gold Investments / Commodities / Gold and Silver 2010
By: DeepCaster_LLC
“Dollars newly printed for free by The Private for-Profit Fed (and loaned at interest to the U.S. Taxpayer) diminish the Purchasing Power of those already in circulation. Therefore, Quantitative Easing is Taxation without Representation.” Deepcaster
“Let the economists gasp: The classical gold standard, the one that was in place from 1880 to 1914, is what the world needs now. In its utility, economy and elegance, there has never been a monetary system like it…
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Friday, November 19, 2010
Gold Bull Market Seasonal Rally Analysis / Commodities / Gold and Silver 2010
By: Zeal_LLC
Following gold’s sharp retreat over the past week or so, traders are wondering how low it will go. Is this metal in a pullback or a correction? The former is a minor and healthy mid-upleg event, a great buying opportunity. But a full-blown correction is a major upleg-ending selloff, meaning the worst is yet to come. Interestingly, today’s gold seasonals are one argument in favor of the milder pullback scenario.
Friday, November 19, 2010
Gold and Silver on a Roller Coaster as China Tightens Rates / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD fell hard from a second attempt to breach $1360 per ounce in London trade on Friday, heading for its fourth weekly loss over the last 3 months for Dollar investors on what one trader called "a rollercoaster day" for precious metals.
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Friday, November 19, 2010
Soybean Commodity Bulls Retreating After Price Surge / Commodities / Agricultural Commodities
By: Seven_Days_Ahead
This year’s recovery in Soybeans finally managed to exceed the 2009 high, but has found resistance from a Fibonacci level not much above. The chart is now in pullback mode, turning focus on likely supports.
Friday, November 19, 2010
South African Gold Miners, Dollar/Rand Rate and the HUI / Commodities / Gold & Silver Stocks
By: Hubert_Moolman
US dollar/SA exchange rateThe Dollar/Rand exchange rate is a very important rate for South African gold miners, as well as an important proxy for gold miners in general. Together with some other indicators, this ratio can tell us when gold miners are about to increase in real terms—that is, as compared to all other asset classes (including gold itself). When this happens, you really want to be in gold miners.
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Friday, November 19, 2010
Which Way Will Silver Pop? / Commodities / Gold and Silver 2010
By: Bob_Kirtley
Team, We know it has been a rough couple of days, however, silver prices showed its true strength today as it bounced back to close in New York City at $26.93/oz, registering a gain of $1.30/oz or 5.07%. The recovery began in Sydney, three cheers for the Aussie gold bugs, carried through in Hong Kong and Singapore, three cheers there too, then onto London where they also managed to push silver prices higher. Well done to all the buyers out there.
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Thursday, November 18, 2010
What Could Trip Gold Up? / Commodities / Gold and Silver 2010
By: David_Galland
David Galland, Managing Editor, The Casey Report writes: Can you visualize a possible scenario that could put a sudden end to the secular rise now underway in gold and silver?
In a recent conference call with the research team of The Casey Report, we once again collectively tried to imagine what situation… what scheme… what government manipulation… might finally put a stake through the heart of gold.
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Thursday, November 18, 2010
Top Oil and Gas Shale Plays / Commodities / Oil Companies
By: The_Energy_Report
He may not be a theater critic, but SunTrust Robinson-Humphrey Analyst Neal Dingmann is amply qualified to critique the best plays in the energy sector—onshore and offshore, natural gas and oil and even his list of the top-five shale plays. His exclusive interview with The Energy Report also touches on recent and potential mergers and the power of politics.
Thursday, November 18, 2010
Global Warming Not the Only Green Bubble Bursting? / Commodities / Climate Change
By: Andrew_McKillop
Writing in the American Thinker (November 5) whose name itself could be a classic oxymoron, the scientific freethinker S. Fred Singer had this to say about the imploding green energy cleantech asset bubble:
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Thursday, November 18, 2010
Update on Gold Junior Miners GDXJ ETF / Commodities / Gold & Silver Stocks
By: Jordan_Roy_Byrne
GDXJ is the ETF for junior miners and in particular junior gold companies. This sector has been very strong in 2010 and has solidly outperformed its counterpart, GDX as well as Gold.
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Thursday, November 18, 2010
Silver Physical Supplies and Price Action / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
The basic tenets of economics tell us that supply, demand, and price as all intertwined, especially in free markets. While the silver market may be not as free as we would like, compared to most, it is relatively free, and it should be very much subject to basic economic laws.
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Thursday, November 18, 2010
Battle for the Silver Market on December Expiration / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
There's a war waging for the silver market, and the war will soon break out over the course of the next week. Each month, as options and futures in the silver markets reach expiration, the bankers, investors and world interests plow into the market with shorts, pushing prices down and stymieing the total amount of delivery off the exchange.
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Thursday, November 18, 2010
Megatons To Megawatts: Thirteen Percent Or Four Percent ? / Commodities / Nuclear Power
By: Andrew_McKillop
President Barack Obama has moved into high gear trying to prolong the US-Russian "Megatons
to MegaWatts" program for turning mostly Russian nuclear warheads into reactor fuel. He has
enlisted former top defense and foreign policy officials from past Democratic and Republican
administrations, in a bid to push the Senate to ratify a stalled nuclear arms treaty with Russia.
Thursday, November 18, 2010
Gold and Silver Rally as Euro, Stocks and Commodities Jump on Irish Bail-Out / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD recovered half of this week's 3% drop by the start of New York trading on Thursday, briefly touching $1355 per ounce as the Euro currency jumped vs. the Dollar on news that Ireland is about to accept an EU rescue.
Global stock markets jumped, adding 1.5% to New York's S&P index atThursday's opening, while commodity prices rose up to 2%.
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Thursday, November 18, 2010
The Colombian Gold Rush / Commodities / Gold & Silver Stocks
By: The_Gold_Report
New mining companies looking to benefit from the skyrocketing gold price are popping up like daisies after a spring rain, which could put you on the road to riches instead of the road to ruin. The Gold Report caught up with Exploration Insights Writer Brent Cook at the New Orleans Investment Conference to get his take on economic viability versus geology. Cook, who is also an exploration analyst and geologist, discusses why Colombia may be more like the Yukon than investors think.
Wednesday, November 17, 2010
The Yukon Metals and Mining Boom: Today’s Hottest Investment Play / Commodities / Metals & Mining
By: Casey_Research
Andrey Dashkov, Editor, Casey’s International Speculator writes: Building on the spectacular early takeover of Underworld Resources by gold major Kinross this June, recent discoveries in the Yukon Territory have made this large region of frozen tundra the hottest area play in the junior resource sector today.
Wednesday, November 17, 2010
Gold and Silver Signs of Fatigue / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
The biggest point of discussion over the past few days has been the relative strong performance of the US Dollar and its impact on precious metals. Precious metals continue to be negatively correlated with the USD Index, although to a lesser extent. Gold, silver and mining stocks have held much of their recent gains even as the dollar rallied. It appears that metals have been moving in tune with the general stock market more so than the dollar and it seems that when watching stocks has become more important recently for precious metals investors. A rally is likely in the coming months and a stronger correlation could be seen in the days ahead.
Wednesday, November 17, 2010
Rally Phase for Silver SLV ETF / Commodities / Gold and Silver 2010
By: Mike_Paulenoff
Since yesterday morning's pivot low at 24.44, right off of the Aug-Nov up trendline, the iShares Silver Trust (NYSE: SLV) has climbed to 25.33 (+3.6% so far), in what looks like the initiation of either of two scenarios. One would be a recovery or intervening upleg within a larger corrective, or digestion, period.
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