Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, December 18, 2010
3 Things to Watch As Silver Season Ends / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
Silver season is coming quickly to a close after one of the best five month rallies in silver history. From mid-August to early December, silver managed to rise more than 66% from top to bottom, a sign of silver's strength against what is normally a positive, but not nearly as pronounced, rise in silver prices. In moving forward, there are three main events on which silver investors need to focus.
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Saturday, December 18, 2010
Where Will the Next Cardium Oil Opportunity Be? / Commodities / Crude Oil
By: Keith_Schaefer
The Experts Weigh In: The 2011 Outlook for the Cardium Oil FormationPART II – what did we learn in 2010 and where is the next Cardium?
Improving economics, higher oil prices and exploration that pushes the boundaries are three factors that could create even higher valuations in the Cardium play, industry executives say.
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Saturday, December 18, 2010
Rare Earth Metals Supply Hysteria / Commodities / Metals & Mining
By: The_Gold_Report
China's domination of the rare earth industry has led to very real fears about the future supply of these strategic metals that are used in all things technological—from electric car batteries, laptops and cell phones all the way to smart bombs. As one of the foremost experts in rare earth elements (REEs), Bill understands the implications of future supply shortfalls. In this exclusive interview with The Gold Report, the head of Vancouver-based Medallion Resources Ltd., explains the supply bottleneck and how his company is working to solve it.
Friday, December 17, 2010
Gold Stocks in a Failing Fiat Currency U.S. Dollar / Commodities / Gold & Silver Stocks
By: David_Galland
David Galland, Managing Director, Casey Research writes: As the U.S. dollar takes a nosedive and precious metals gain more and more attention from individual investors, the number of questions and concerns is increasing as well. The following reader email addressed to Casey Research is representative of so many inquiries that we decided to provide an in-depth response that may prove instructional to others as well.
Friday, December 17, 2010
Gold Is In Hot Water / Commodities / Gold and Silver 2010
By: J_W_Jones
Life has a funny way of reminding a person that he is not really in control of what is going on around him. While he may be proficient in a few specific areas, his overall knowledge is limited. Last night my hot water heater decided to go on vacation and I thought I'd try to be a real man and fix it. I have a general knowledge of how a hot water heater works, but it dawned on me that knowing how it works and fixing it are two totally separate things.
Friday, December 17, 2010
Silver Gold Ratio Reversion to the Mean / Commodities / Gold and Silver 2011
By: Zeal_LLC
Silver has been a rock-star in recent months, rocketing higher to dazzling gains. After such a blistering near-vertical ascent, technicians understandably fear this metal has become wildly overbought. Nevertheless, an alternative perspective on silver’s recent levels counters its extreme technicals. Compared to gold, its primary driver, silver actually looks reasonably-priced today.
Friday, December 17, 2010
Outlook for Gold and Silver During 2011, Will the Rally Continue? / Commodities / Gold and Silver 2011
By: Przemyslaw_Radomski
Gold has gained 26% this year, putting it on track for its third double-digit gain of the last four years. To chart gold’s price movements since 2000 take a piece of paper and draw an outline of an imaginary mountain slope (think Everest) with a few footholds to rest on the steep way up. There is still a long way up before you can plant the flag at the top.
Friday, December 17, 2010
Gold Allocation Likely to Rise For Next 10 Years / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD slipped but held above yesterday's two-week low in London dealing on Friday morning, giving back half of Asia's 1% rally against the Dollar as the US currency rose for the fourth day running on the forex market.
Global stock markets ticked lower, as did broad commodity prices.
Friday, December 17, 2010
Gold Price Supported in 2011 by Concerns About Currencies and Government Bonds / Commodities / Gold and Silver 2010
By: GoldCore
Gold's recent correction continued yesterday but it has risen today as the dollar has fallen. Gold is up in most currencies this morning except in euro terms as the euro has seen a relief rally on the outcome of the EU agreement to create a post-1913 crisis tool. Fundamental disagreements remain though and the agreement may not be enough to stop the debt crisis from deepening with many analysts pinpointing the first quarter of 2011 as a high risk period.
Friday, December 17, 2010
Silver Long-Term Bull Market / Commodities / Gold and Silver 2010
By: Investmentscore.com
Unfortunately, due to millions of years of evolution, human beings make absolutely terrible investors. It appears that most investors seem to have a good memory for very long term trends and very short term trends but for some reason they seem to forget about the intermediate term trends. As a result of this they lose money!
Friday, December 17, 2010
Dollar Bottom and Higher Interest Rates are Negative for Gold and Silver / Commodities / Gold and Silver 2010
By: Ned_W_Schmidt
While this is not the last thought we will have this year, it is the last thoughts on Gold we will send to you in 2010. With a new year in about to about two weeks, perhaps it is time to clear our heads. We will soon be given a fresh calendar on which to record the unfolding of events. Out heads should be also ready to receive that newness for yesterday will not be repeated.
Friday, December 17, 2010
Go Long on Oil Stocks / Commodities / Oil Companies
By: The_Energy_Report
AlphaNorth Asset Management President and CEO Steve Palmer believes further economic growth in China and the ongoing economic recovery in the U.S. will send oil prices over $100 a barrel in the first half of 2011. But he picks his oil equities knowing the oil price will play only a small role in determining any share-price appreciation. For him, it's about getting in early on companies with reasonable prospects for massive gains. In this exclusive interview with The Energy Report, Steve shares three of his favorite oily names with outsized potential.
Thursday, December 16, 2010
Gold Will Set New Highs in 2011 on Low U.S. Interest Rates / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF GOLD in wholesale London dealing slipped back to an overnight low beneath $1380 per ounce Thursday lunchtime, trading 0.5% down for the week as world equities held flat and the US Dollar eased back on the forex market.
Commodity prices were little changed, with crude oil holding above $88 per barrel.
Thursday, December 16, 2010
Shale Gas Initiative Brings Morocco to Our Doorstep / Commodities / Natural Gas
By: Money_Morning
Kent Moors writes: Last Friday morning, in my office in Pittsburgh, I met with a delegation from Morocco. The five officials were from Office National des Hydrocarbures et des Mines (ONHYM), the national agency overseeing oil, gas, and mining. They're here in the United States under the provisions of a Department of State (DOS) initiative on the major new energy source - shale gas.
Thursday, December 16, 2010
Gold and Silver Firm Ahead of EU Summit on Debt Crisis / Commodities / Gold and Silver 2010
By: GoldCore
Gold and silver are higher this morning ahead of a crucial EU summit on the deepening euro zone debt crisis today. The euro firmed slightly in overnight trade but has since given up those gains and is trading at USD 1.322, and €1,047/oz. Given that the crisis shows no signs of abating any time soon, with concerns shifting from Ireland and Greece to Belgium, Portugal and Spain, gold will likely continue to receive safe haven demand for the foreseeable future. Read full article... Read full article...
Thursday, December 16, 2010
Get in Early, Short Gold / Commodities / Gold and Silver 2010
By: The_Gold_Report
If you're looking for an upward-trending outlook on gold from AlphaNorth Asset Management President and CEO Steve Palmer, it's not coming anytime soon. "If you just look at the supply/demand factors outside all the gold investment demand, it's not a pretty picture," he says. But he's still making money on junior gold equities. The AlphaNorth Partners Fund, about 10% of which is comprised of gold small caps, has averaged returns of 28.4% since it started in 2007. In this Gold Report exclusive, Steve explains his position on gold and shares some of his favorite gold juniors in the Yukon.
Thursday, December 16, 2010
Gold Insight from a Master / Commodities / Gold and Silver 2010
By: Jeff_Clark
A BIG GOLD interview with John Hathaway, Tocqueville Gold Fund
When John Hathaway spoke at the Casey's Gold and Resource Summit in October, many of the audience came away feeling like they were listening to Doug Casey, with his contrarian views, bold statements, and laying much of the blame for our current problems at the feet of government. Read what John, a seasoned investment pro and manager of the famously successful $1.4 billion Tocqueville Gold Fund, has to say about gold, precious metals stocks, and the future of the U.S. dollar.
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Wednesday, December 15, 2010
Gold and Silver Mining Stocks XAU, GDX Finally Resume Up Trend / Commodities / Gold & Silver Stocks
By: Przemyslaw_Radomski
In our previous essay we've covered the situation on the gold market, however since rallies (and declines) often correspond to the rallies (and declines) in the mining stocks, this time we will focus on the latter and check if we can spot any divergences or confirmations.
Let's begin with looking at the very-long-term XAU Index (proxy for gold- and silver mining stocks) chart (charts courtesy of http://stockcharts.com)
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Wednesday, December 15, 2010
Gold and Silver Slip Further as Euro Falls on Debt Warning / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD slipped to a two-day low in London on Wednesday morning, dropping 1.5% from yesterday’s Dollar high at $1408 per ounce as Asian stock markets closed up to 2% lower and European stocks lost 0.7% on average.
The fall in gold prices – and a rise in the Dollar’s forex value – came despite the US Federal Reserve last night vowing to continue its $75 billion per month quantitative easing and keep interest rates at “exceptionally low levels…for an extended period” even in the face of strong retail-sales and factory-gate inflation data.
Wednesday, December 15, 2010
Silver Price Forecast Rise to $40/oz in 2011 and $400/oz by 2015 / Commodities / Gold and Silver 2011
By: GoldCore
Gold has fallen in dollars but is flat in sterling and euros this morning. Moody's has cut Spain's debt rating on contagion concerns which has seen the euro fall. Germany's opposition to further government financed aid is leading to tensions with the ECB, which is itself now under financial pressure and may need an increase in capital if it is to continue buying sovereign European debt.