Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, December 11, 2010
High Long Bond Yields Are Good News for Gold Holders / Commodities / Gold and Silver 2010
By: Richard_Daughty
The Financial Times brought up the interesting point that because bond prices are so insanely high (making bond yields so preposterously low), a one-percent change in yields would negatively impact the prices of bonds much more than a one-percent change if bond yields were higher, which I assume means in the normal 3-6% range.
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Saturday, December 11, 2010
Gold Mania Still Ahead, TSX-V Chart Speaks Volumes / Commodities / Gold and Silver 2010
By: Casey_Research
by Andrey Dashkov, Casey’s International Speculator :
With the gold price hitting nominal highs last month, there is a lot of “mania” and “bubble” ranting going on in the gold community. Should we start selling?
A bull market typically progresses through 3 phases: the Stealth Phase, in which early adopters start buying; the Wall of Worry Phase (or Awareness Phase), when institutions begin buying and every significant fluctuation makes investors worry that the bull market is over; and the Mania Phase when the general public piles on, driving prices beyond reason or sustainability.
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Saturday, December 11, 2010
Grassroots Investor Betting on Vanadium / Commodities / Metals & Mining
By: The_Gold_Report
It's all about who you know. Stephen Taylor, fund manager of Chicago-based Taylor International Fund, Ltd., has cultivated a grassroots network of contacts from Canada to China since working as a trader in the '80s. It's that network that has produced some of his fund's biggest winners. In this exclusive interview with The Gold Report, Taylor talks about his fund's bet on vanadium and why he doesn't own any Chinese mining companies.
The Gold Report: Stephen, could you please give us an overview of your fund and how you manage it?
Saturday, December 11, 2010
Opposite Trend Paths Forecast For Crude Oil and Gold / Commodities / Commodities Trading
By: Bari_Baig
This coming weekend’s OPEC meeting is perhaps the quietest of all OPEC meetings we’ve come to know of since we have been trading energy. Absolutely nothing is expected of this meeting and the street too has then no guesstimate wars and everything seems to be rather calm. Few of the members have voiced their opinion that they feel Crude is under speculative control and therefore even if Crude’s price traded $100 per barrel they would not step up to increase the production as no fundamental change has taken place or rightly unless there is no fundamental change. Seems fair enough and we too agree with it. Read full article... Read full article...
Saturday, December 11, 2010
Gold Current Decline is a Correction, Opportunity to Add to Gold and Silver Investments / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
We picked up the Asian addition of The Wall Street Journal this week and on the back page was an article titled “China reveals Huge Appetite for Gold.” The article states: Gold’s record rally has been attributed to everything from worries about inflation, the dollar and the emergence of exchange-traded funds. One big factor many may have missed: huge buying from China.
We haven't missed it. We have been writing about the rising Chinese demand for gold in many previous updates.
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Friday, December 10, 2010
Something’s Wrong in the Silver Pit, and It’s Much Bigger than J.P. Morgan / Commodities / Gold and Silver 2010
By: Rob_Kirby
When researching the precious metals, often times things are seldom as they appear on the surface. GATA Secretary and Treasurer – Chris Powell – has said that the true picture of a nations’ gold holdings are, “more closely guarded than their nuclear secrets”.
This has been more-or-less proven true based on the Federal Reserve’s reaction to GATA’s 2009 FOIA request for information concerning GOLD SWAPS. The Fed is ON RECORD admitting they’ve done gold swaps – which, by definition, necessarily utilize sovereign American gold stocks.
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Friday, December 10, 2010
Gold Stocks Are Still Cheap / Commodities / Gold & Silver Stocks
By: Zeal_LLC
Earlier this week, the flagship HUI gold-stock index powered up to new all-time record highs. While fantastic for gold-stock investors and speculators, such lofty achievements inevitably cement more big bricks on top of the wall of worries. At their highest levels in history, are gold stocks wildly overbought and doomed to correct hard? Provocatively, a strong case can be made that they actually remain cheap!
Friday, December 10, 2010
Is a Correction in Gold Coming? / Commodities / Gold and Silver 2010
By: J_W_Jones
In the past few weeks I have made the case that gold might be nearing a correction. I understand that people get defensive regarding gold (no pun intended), but I do not think vulgarities should be expressed towards someone who is pointing out the overbought nature of the daily and weekly charts. It seems any time that I discuss a possible pullback in gold I place a giant target on my back for people to make nasty public comments or send me hateful emails which in some cases I find particularly amusing. To each his own, but something tells me this article will be as well received as an oral reading of the history of the Illuminati at a Christian Christmas celebration.
Friday, December 10, 2010
Critical Decisions Looming for Japan's Nuclear Industry / Commodities / Nuclear Power
By: Global_Intel_Report
SITUATION: Japan is advancing with plans to reprocess spent nuclear fuel and boost its external nuclear exports. These decisions will impact the conduct of Japan's global non-proliferation diplomacy.ANALYSIS: Assessing the degree of salience to Tokyo of non-proliferation goals will be aided by monitoring its policy in two areas: its negotiating strategy in nuclear technology supply talks with other states, and especially India, and its management of its internal nuclear power program. Other aspects of its nuclear diplomacy, including pressure for North Korean disarmament and support for enhanced global nuclear security, are likely to remain robust.
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Friday, December 10, 2010
Gold Chinese and Indian Demand Surge with Economies / Commodities / Gold and Silver 2010
By: Adrian_Ash
PHYSICAL WHOLESALE MARKET prices to buy gold held firm in London on Friday morning, nearing the end of what one London trader called “another roller-coaster week” some 1.7% lower for Dollar and Sterling investors but little changed vs. the single Euro currency.
Friday morning's London Gold Fix, set at $1390 per ounce, was some 2.5% below Tuesday's new all-time record high.
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Friday, December 10, 2010
Euro Gold Consolidates and Targets EUR1,100/oz on Euro Survival Risk / Commodities / Gold and Silver 2010
By: GoldCore
Most currencies fell against gold yesterday and again today as the euro and dollar are under slight pressure this morning. Both gold and silver look set to finish the week slightly lower in dollars and most currencies (except the euro) which is a bearish short term omen. Especially as the end of the year approaches and there could be some year-end book balancing and profit taking. Read full article... Read full article...
Friday, December 10, 2010
Crude Oil and Commodity Resources Security of Supply / Commodities / Metals & Mining
By: Richard_Mills
While working for Shell Oil during the 1940's Dr. M. King Hubbert noticed the production of crude oil from individual oil fields plotted a normal bell shaped curve. Roughly half of the oil from a field has been exhausted when the bell curve peaks.
Carrying that insight further he surmised that oil production from a group of oil fields would follow a similar bell shaped pattern.
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Friday, December 10, 2010
Gold and Silver Upate / Commodities / Gold and Silver 2010
By: Bob_Kirtley
Gold prices almost returned to take tea with the 50dma after 2 down days, but today she just wasn’t in the mood and gained a few bucks just to keep us all guessing at where next for gold. The RSI is now mid range, standing at 53.10 today, which bodes well for future higher gold prices. The STO is heading south so short term we may see gold go a tad lower, however, the MACD is no longer dancing on the ceiling, which takes some of the pressure off and leaves some room for gold to go higher.
Friday, December 10, 2010
Identifying Top Seeds in the Potash Boom / Commodities / Agricultural Commodities
By: The_Energy_Report
As growing middle classes in developing nations feed the need for fertilizer, how to increase production has become the real issue in agriculture. Major potash producers are lining up to fill that need. The Energy Report spoke with Adrian Day Asset Management Chairman and CEO Adrian Day and Wellington West Capital Markets Analyst Rob Winslow to get their take on the potash sector, and which companies have the sustainable competitive edge.
Thursday, December 09, 2010
Is Agriculture Depleting Our Water Supply On Purpose? / Commodities / Agricultural Commodities
By: Investment_U
Tony D’Altorio writes: Here’s a riddle for you: How do you fit 37 gallons of water into a single cup?
Answer: Just fill it with coffee. After all, the original beans need water to grow too, just like they need water to convert into a usable form.
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Thursday, December 09, 2010
Gold Price Capped by Surging Bond Yields / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD bar prices moved sideways vs. the Dollar but recovered against a falling Euro in London trade on Thursday morning, doubling a 0.5% rise in Eurozone stock markets.
“We believe a short-term top is now in place off $1430,” says technical analysis from market-maker Scotia Mocatta, pointing to “key support” at $1353.
Thursday, December 09, 2010
Gold, Silver, Oil: Volatility is the New Stability / Commodities / Gold and Silver 2010
By: Midas_Letter
In the last 30 day period, the price of gold has swung up and down like a yo-yo between $1,340 and ounce, and $1,420 an ounce, giving it a volatility ratio of 5.6%. Silver, in the same period traded between $25.38 and 30.50, which gives it a 16% volatility ratio. Oil’s volatility range over thirty days lies between $80.28 and $90.87, or 11.65%.
Thursday, December 09, 2010
Long Term Interest Rate Rises Should Support Higher Gold Prices / Commodities / Gold and Silver 2010
By: GoldCore
Market focus has shifted to the US bond market and concerns about ultra accommodative US monetary and fiscal policy and continuing quantitative easing. This has seen heavy selling of long term US government debt and long term interest rates have thus risen. The yield on US 10 year Treasuries (benchmark cost of capital internationally) has risen from below 2.4% to over 3.2% in just two months and from 2.95% to 3.23% since just last Monday and the speed of the rise is what is concerning. Read full article... Read full article...
Thursday, December 09, 2010
Why Gold is an Insurance Policy that Investors Should Never Cash In On / Commodities / Gold and Silver 2010
By: The_Gold_Report
Jon Nadler has never been without gold. In fact, it actually helped saved his life. But that doesn't mean the senior analyst for Kitco Metals wants to see gold's sky-high price edge even higher. In this exclusive interview with The Gold Report, Jon explains why gold is an insurance policy that investors should never want to cash in on.
The Gold Report: Jon, many people classify you as a gold bear. What do you think of that characterization?
Thursday, December 09, 2010
Agri-Foods Investments Continue to Soar in Value on Growing Global Demand / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
While preparing final copy of December issue of The Agri-Food Value View last week we thought that most of the relevant weather news had been covered. Then from down under came news of too much rain. Australia is not somewhere from which we expect to get such news. More often lack of rain is reported. That rain came as some Australian farmers were attempting to harvest the wheat crop. Yes, Australia is on a different weather cycle from Kansas City.