Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, January 11, 2011
Not Owning Gold is a Form of Insanity / Commodities / Gold and Silver 2011
Gold remains well supported in all major currencies this morning, especially the euro, pound, yen and the New Zealand and Australian dollar. Concerns about inflation, credit bubbles and the growing likelihood that the Eurozone debt crisis will deepen is leading to continuing safe haven demand for gold – particularly in India, China and wider Asia.
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Tuesday, January 11, 2011
Gold Outlook 2011: Irreversible Upward Pressures and the China Effect / Commodities / Gold and Silver 2011
Good afternoon. It is a pleasure to return to the Empire Club to discuss the outlook for gold and precious metals in 2011. I know this may appear to some to be an enviable job—getting to speak about the one asset class that seems to continually out-perform all others year after year—but it is a double edged sword.
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Tuesday, January 11, 2011
110 Analysts Believe Gold Will Go Parabolic to $3,000 or More! / Commodities / Gold and Silver 2011
More and more economists, analysts and financial writers, 122 in fact, have taken the bold step of projecting the price at which gold will achieve its parabolic peak. Some have adjusted their previous prognostications higher given gold’s strong advance again in 2010 while others have jumped aboard what has become a bandwagon of optimism. The majority (84) maintain that $5,000 or more for gold is possible. 6 individuals have even gone so far as to claim that the parabolic peak will be realized sometime in 2011.
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Monday, January 10, 2011
Mainstream Hacks Deny Gold its Fundamentals / Commodities / Gold and Silver 2011
Yesterday I came across a clip from one of the business channels. The discussion was about “king dollar” and Gold. (The king dollar probably gives it away). Anyway, one of the guests quipped, “I’m on record that Gold is a dumb trade. It is rising based on fear and confusion and when that subsides, the Gold trade ends.”
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Monday, January 10, 2011
As China Stock Market Corrects, Rare Earth Crisis Takes Center Stage / Commodities / Metals & Mining
History is replete with seemingly unexpected and catastrophic appearance of events that nobody saw coming. In the old days, we have Biblical prophets who sounded clarion alarms. Now we are past the age of prophecy. As in historical watersheds, we suddenly find ourselves congealed in the volcanic ash of a modern Vesuvius eruption, which leads us to scratch our heads of how in the world did we come to this point with rare earth supply fears?Read full article... Read full article...
Monday, January 10, 2011
A New Gold Boom Right Here in the USA / Commodities / Gold & Silver Stocks
Conrad Reed has long been forgotten by the history books.
He was 12 years old when he made the first documented gold discovery in the United States. He stumbled across a 17-pound gold nugget ($370,000 current value) while fishing just outside of Charlotte, North Carolina in 1799. Reed and his father went on to discover more gold in surrounding areas and sparked America’s first gold rush.
Monday, January 10, 2011
New Year’s Resolutions for Your Gold Portfolio / Commodities / Gold and Silver 2011
Jeff Clark, BIG GOLD writes: It's exciting to think we may be nearing a mania in gold. The price will likely double or more within a 12-month period not too far in the future (it rose 125.7% in 1979). And yet, amazingly, there will be investors who lose money in that run.
How? Chasing returns. Jumping in and out of positions. Too emotional. Underinvested. Lack of diversification. Inappropriate expectations. Ironically, all of these are within the control of the investor.
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Monday, January 10, 2011
Food Inflation: The story of 2011 and Investment Strategy for Food / Commodities / Agricultural Commodities
Quite clearly, there is nothing more important than understanding the charts for food in 2011, esp of the primary articles. We have seen the breakouts in Sugar and Wheat futures, have done to food inflation across the world as it has crept into core inflation thus forcing central banks in India and China to hike rate, thus almost ending the dream run of the equity markets over the last 24 months.
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Monday, January 10, 2011
You Need To Start Hoarding This Commodity... Now / Commodities / Commodities Trading
The Nissan Leaf is a modern engineering marvel.
Satellite radio, which provides hundreds of static-free radio stations anywhere in the country, is standard. You can "sync" the car with your iPhone, which allows remote controlling of the car's heating and cooling system. The Leaf makes almost the same amount of noise running as not running. You might also notice the Leaf has no tailpipe. There's no engine exhaust to pipe out.
Monday, January 10, 2011
Gold Whips Near Euro-High as Germany Denies Portuguese Bail-Out, Hong Kong Premium Rises Again / Commodities / Gold and Silver 2011
GOLD PRICED IN EUROS whipped within 1.5% of last month's all-time record highs in London dealing on Monday, as weaker-economy Eurozone bonds fell sharply on a raft of bail-out rumors.
Both silver and gold prices meantime reversed an earlier rally against the Dollar, while stock markets fell together with broad commodity prices.
Monday, January 10, 2011
Silver Demand Surges 6 Fold in India and World's Richest Man Enters the Silver Market / Commodities / Gold and Silver 2011
Gold is marginally lower today despite EU sovereign debt issues again being focused on. Gold should be well supported at the 100 day moving average and some analysts are saying that last Friday’s sell off may mark the low for the year.Gold is currently trading at $1,367.25/oz, €1,060.72/oz and £881.26/oz.
Monday, January 10, 2011
Gas Prices are Headed Higher – Here's How to Profit / Commodities / Gas - Petrol
Jason Simpkins writes: As Money Morning predicted in its 2011 Outlook for oil prices, crude is poised to surge over $100 a barrel this year. And gas prices are likely to follow suit - perhaps even testing their record high above $4 a gallon.
In fact, one expert - former president of Shell Oil John Hoffmeister - predicts prices at the pump will top $5 a gallon.
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Monday, January 10, 2011
Onion and Sugar Prices Ominous Omens of the Agri-Food World of Tomorrow / Commodities / Agricultural Commodities
ONIONS! Will the onion shortage in India bring down another government, as was the case in 1998? Onions in India are much like garlic in Italy, an essential part of the good life. In India, onion demand is exceeding the ability of the nation to supply onions. Price of onions has doubled(AFP, 22 December 2010). Spice prices, of which India produces half of the world's supply, have had a similar surge(Financial Times, 31 December 2010). Onions and sugar are ominous omens of the Agri-Food world of tomorrow.
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Monday, January 10, 2011
Crude Oil To Bust Through on Supply Concerns / Commodities / Crude Oil
Since the start of the New Year, West Texas Intermediate (WTI) crude oil have been moving with significant bearish sentiment (See Chart) mostly on a lot of profit taking going around in the commodity space, and also on concerns over the high inventory and that supplies would exceed demand. The latest jobs report only further fanned the pessimism.
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Sunday, January 09, 2011
Massive Silver Withdrawals From The Comex / Commodities / Gold and Silver 2011
It will be interesting to see how the CFTC, the Obama Administration and the Comex deal with this situation with silver, including massive paper short positions.
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Sunday, January 09, 2011
Three Energy Charts That Should Scare the Bejeezus Out of You / Commodities / Crude Oil
After surging into the end of the year, oil and oil stocks have pulled back. Why?
• It’s certainly not global economic fundamentals, which are improving, with car sales rising and unemployment dropping.
• It’s not oil inventories — U.S. oil stockpiles dropped 20 million barrels in a recent one-month period.
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Sunday, January 09, 2011
Will the Gold Rally Last? / Commodities / Gold and Silver 2011
It seems that gold puts on a rally of sorts at the end of the year. The big question always is “will it last?” It seems that this year it may not last but the action is still not all that bearish so there is hope that the down side will be short.
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Sunday, January 09, 2011
Gold Bottom or Breakdown? / Commodities / Gold and Silver 2011
This past week we saw gold have its biggest two-day drop since February of last year ending the third longest streak of trading above its 50-day that the yellow metal has had since 2000. The first streak ended in 2002 with 124 trading days and the second in 2008 with 143 trading days. No bull market goes up in a straight line.
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Sunday, January 09, 2011
Central Banks are Acquiring Gold, Dumping US Dollars / Commodities / Gold and Silver 2011
There is evidence that central banks in several regions of the World are building up their gold reserves. What is published are the official purchases.
A large part of these Central Bank purchases of gold bullion are not disclosed. They are undertaken through third party contracting companies, with utmost discretion.
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Saturday, January 08, 2011
Will Gold, the Dollar or the Euro Collapse? / Commodities / Gold and Silver 2011
Right now, the markets have pulled gold back in the face of what seemed to be an upward turn in the U.S. economy. Many may feel this is the time to sell gold. The growing Eurozone debt crises could spell the end of the euro as we know it. The debt problems of the U.S. are worse than Europe so it is a time to ask, "Will these three forms of money collapse?"
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