Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, December 08, 2010
Gold New Record High at $1,428/oz on Sovereign Debt and Currency Crisis Concerns / Commodities / Gold and Silver 2010
By: GoldCore
Gold has reached new record nominal highs (in most major currencies) and silver a new 30 year nominal high due to a variety of macroeconomic and geopolitical factors. Market focus remains on the Eurozone debt crisis but has shifted somewhat to concerns about ultra loose US monetary policy and the likelihood that this will lead to a devaluation of the dollar, inflation and currency debasement.
Tuesday, December 07, 2010
Silver's 30-Year High is Just the Beginning / Commodities / Gold and Silver 2010
By: Money_Morning
Jason Simpkins writes: The price of silver today (Monday) surged above $30 an ounce for the first time since 1980, after U.S. Federal Reserve Chairman Ben Bernanke indicated that further quantitative easing (QE) could be on the way.
Silver futures have gained almost 70% since August, when expectations of more QE were first discussed. Since then, the Federal Reserve has set about purchasing $600 billion of U.S. Treasuries and the Fed Chairman said on Sunday that more debt purchases are "certainly possible."
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Tuesday, December 07, 2010
Stocks Leading Oil Prices Higher / Commodities / Crude Oil
By: Donald_W_Dony
The direction of oil prices continues to remain a topic of hot debate by many analysts and economists. The key elements of global consumption rates, inventory levels, OPEC and non-OPEC supply, all play a decisive role in the long term picture of this natural resource. Yet for most investors, the path of oil can be simply found in the stock market.
Tuesday, December 07, 2010
Investor Tips on Riding the Gold and Commodities Bull Market / Commodities / Gold and Silver 2010
By: The_Gold_Report
Global Resource Investments Founder Rick Rule is always generous in sharing his wit and wisdom. In this Gold Report transcript of his Friday, Dec. 3, webcast, he covers a lot of territory and provides plenty of tips for investors as they face the extreme volatility he foresees. Despite the volatility, Rick believes the secular commodities bull market will continue its charge. Read on to find out what he says you need to stomach the highs and lows in this investment arena.
Tuesday, December 07, 2010
Gold Inflation as the Debt Ridden Western World Deflates Against the Price of Gold / Commodities / Gold and Silver 2010
By: Anthony_J_Stills
Last night the US Federal Reserve chairman, Ben Bernanke, went on “60 Minutes” and said that he is not printing money and that the first two rounds of quantitative easing does not constitute printing and did not increase the money supply. Mr. Bernanke never went so far as to say exactly what it is or where the four trillion dollars comes from. The Fed doesn’t have four trillion dollars and it never did, no one loaned it the money, it shows assets of almost US $3 trillion on its balance sheet so where did these assets come from? Then he went on to say that yet another round of quantitative easing (QE3) may be necessary. Mr. Bernanke must think he is talking to a nation of brain dead individuals, and maybe he is, because how else do you explain how we got into the mess we’re in now.
Monday, December 06, 2010
J.P. Morgan Getting Squeezed In Silver Market? / Commodities / Gold and Silver 2010
By: Global_Research
Scott Rubin
writes: It is widely known that J.P. Morgan (NYSE: JPM) holds a giant short position in silver. Furthermore, some observers are accusing the bank of acting as an agent for the Federal Reserve in the market - every tick higher in the price of silver undermines confidence in the U.S. Dollar. A lower silver price helps keep the relative appeal of the U.S. dollar and other fiat currencies high.
Monday, December 06, 2010
Gold and Silver Bull Markets Can Withstand Liquidation / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD touched a near-record $1419 per ounce in Asian trade early on Monday, easing back as the Euro slipped vs. the Dollar and world stock markets stalled after last week's sharp gains.
Government bond prices rose, nudging yields lower. Crude oil slipped from new two-year highs above $89 per barrel.
Monday, December 06, 2010
Crude Oil Bulls Remain Confident / Commodities / Crude Oil
By: Seven_Days_Ahead
Earlier this year the slip back in Crude Oil price was supported by the 38.2% retracement, with bears unable to make further headway. The subsequent recovery still looks sound, with the May high remaining under threat of being breached.
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Monday, December 06, 2010
The Gold Price Key Relationship With Real US Interest Rates / Commodities / Gold and Silver 2010
By: Bob_Kirtley
Gold investors tend to focus overwhelmingly on the relationship between the US dollar and gold, citing that a lower dollar leads to higher gold prices in US dollars. Whilst this may be generally true, there is another relationship that does not get as much attention as we believe it deserves, and that is the relationship gold has with US real interest rates. For the first few years of this gold bull market, it was sufficient simply to acknowledge the USD down, therefore gold up dynamic, but now things have changed. Over the past couple of years gold has rallied when the greenback has been making gains, as well as when it was weakening, therefore investors must now take note of the inverse relationship between US real interest rates and gold, which has been observed consistently over the last couple of years.
Monday, December 06, 2010
Crude Oil Demand Pushes to New High / Commodities / Crude Oil
By: Frank_Holmes
Lost in the shuffle of the European debt woes, a second round of quantitative easing and gold’s record run has been the resurgence in global demand for oil. Global oil demand is strong; in fact, it has never been stronger. Oil demand during the third quarter of this year was up 3.7 percent, the fourth-straight quarter of growth.
Monday, December 06, 2010
Silver No Sign of an End to Accelerating Advance / Commodities / Gold and Silver 2010
By: Clive_Maund
Although silver's uptrend which began in August has been steep, and it is still substantially overbought after its "running correction" of recent weeks, there doesn't appear to be any sign of it ending in the near future. On the contrary, silver looks set to continue to rise steeply and the rate of advance may even accelerate.
Monday, December 06, 2010
Gold and Silver Looking Great Both Technically and Fundamentally / Commodities / Gold and Silver 2010
By: Clive_Maund
Things really couldn't look better for gold and silver both fundamentally and technically - and this is said in the knowledge that there are still a lot of naysayers around - if there weren't we really would have cause to be worried. Fundamentally, the major development of recent days that caused markets to soar is the realization that the addled leaders of Europe are set to put aside any principles or laws that stand in the way and backstop the European bond markets, before following the glorious example set by the US and wholeheartedly embracing the instant solution to all problems large and small (apart from insignificant matters like high unemployment) - QE heavy. They are going to step in and support the markets and print as much money as it takes. This is of course great news for the markets - the interests of the elites and of speculators are to be protected at all costs - and the costs will be pushed onto the ordinary guy in the street in the form of roaring inflation. Read full article... Read full article...
Sunday, December 05, 2010
Gold, WOW! That Was Some Week / Commodities / Gold and Silver 2010
By: Merv_Burak
WOW! That was some week. Gold at new closing highs (but not intra-day highs) and silver going gung-ho. But wait, what’s this? Relatively low volume, for both, on this recent move. Could this be a fake move? Who knows but it is something to think about.
Sunday, December 05, 2010
Start Hoarding Gold and Silver Right Now / Commodities / Gold and Silver 2010
By: Investment_U
Carl Delfeld writes: Over the past decade, gold has trounced stocks across the board.
No big secret there, of course.
But the margin of the beating might surprise you…
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Sunday, December 05, 2010
Six MORE Forces to Push Gold Higher into 2011 / Commodities / Gold and Silver 2011
By: Sean_Brodrick
Gold recently logged a 25% gain so far this year, and many people think it’s time to bank gains and head for the benches. While I’m never opposed to grabbing nice gains, I think there are much NICER gains to come in gold.
I can give you a list of forces I’ve told you about before — lack of new supply, new and surging demand from gold ETFs, the world’s central banks switching from net sellers to net buyers, and more.
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Saturday, December 04, 2010
Investors are Making Huge Gains from Uranium and the Move Has Just Started / Commodities / Uranium
By: DailyWealth
Chris Mayer writes: Uranium, the feedstock for nuclear reactors, is finally making its move...
From a low of about $40 per pound in the summer, uranium spot prices recently graced $53.50 – an increase of 32% since the lows of June. It's now challenging two-year highs.
Saturday, December 04, 2010
California Consumes More Oil Than China: Fact or Market Manipulation? / Commodities / Crude Oil
By: Dian_L_Chu
In this clip dated Nov. 17, CNBC's Sharon Epperson quoted an analyst's note from HSBC pointing out that California currently consumes more crude oil than China. As I do not have a copy of the HSBC report, and therefore cannot verify how the conclusion was reached; however, it is hard for me to fathom California even belongs in the same sentence with China on any economic measures. Read full article... Read full article...
Saturday, December 04, 2010
The Irrationally Rising Gold Price? / Commodities / Gold and Silver 2010
By: Brian_Bloom
I have made so many wrong calls in the past few months that I’m starting to wonder why.
Because I have for years had a policy of not using the charts for “trading” decisions it has not been impacting on either my ego or my bank balance that I have been wrong or that I have been wrong so often. What has been bothering me is what have I been missing?
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Saturday, December 04, 2010
Solving the Global Iron Ore Shortage / Commodities / Metals & Mining
By: The_Gold_Report
If there is one thing UBS Securities' Dieter Hoeppli knows it's steel. As global head of steel, as well as metals and mining in the Americas for UBS, he's spent the last 20 years analyzing the steel business and acting as an advisor on countless mergers and takeover deals. He regularly travels the world and crunches numbers to determine what's going to grow and what's not. In this Gold Report exclusive, we take you inside the recent Forbes & Manhattan summit for some of Dieter's candid thoughts on the shortage of iron ore global steel manufacturers are now facing.
Saturday, December 04, 2010
Gold and Silver Investors and Year End Tax Loss Selling / Commodities / Gold and Silver 2010
By: Jeb_Handwerger
What has been completely overlooked or not mentioned during this sizable run up in stock market profits, including the precious metals sector, is the imminent advent of tax loss selling. Every year around this time, as sure as snow falls in Vermont, more than ever, there are reasons why this unmentioned event is apt to be at least modestly affecting stocks before the year end especially precious metals.
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