Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, November 12, 2010
Silver Extremely Overbought, Tops Analysis / Commodities / Gold and Silver 2010
Since emerging out of the usual summer doldrums, silver’s performance has been dazzling. Buyers are returning to this hyper-speculative metal en masse, driving some fast-and-furious gains. And the Fed poured rocket fuel on silver’s hot rally last week when it announced its newest inflationary campaign.
The broad commodities rally the Fed sparked helped catapult silver up a massive 11.4% in just 3 trading days! This amazing surge capped a total run of 58.3% in the several months since silver’s summer lows. It’s been a lot of fun watching some life return to this long-neglected metal, and we’ve enjoyed some big realized gains in silver stocks thanks to this silver upleg.
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Friday, November 12, 2010
Gold and Silver Tumble as Dollar Rises on Irish Crisis / Commodities / Gold and Silver 2010
THE PRICE OF GOLD gave back the last of this week's move to new Dollar and Sterling record-highs in London trade on Friday, but held nearly 1.8% stronger for Eurozone investors as the Irish debt crisis forced a joint statement from European leaders attending the G20 summit in Seoul.
US stock markets opened the day 0.5% lower – and broad commodity markets fell over 1.5% – as rumors spread of a possible tightening in Chinese interest rates following yesterday's stronger-than-expected consumer price inflation figures.
Friday, November 12, 2010
The Gold Standard Never Dies, Despite Bankster's Best Efforts to Kill it / Commodities / Gold and Silver 2010
John Maynard Keynes thought he had pretty well killed gold as a monetary standard back in the 1930s. Governments of the world did their best to help him. It took longer than they thought. Gold in the money survived all the way to Nixon, and it was he who finally drove the stake in once and for all. That was supposed to be the end of it, and the beginning of the glorious new age of paper prosperity.
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Friday, November 12, 2010
Gold Profit Opportunities and Threats from The Debt Bomb Exploding / Commodities / Gold and Silver 2010
Here is the glaring hole in the United States Federal Reserve's approach to what it calls stimulus, and what history will one day categorize as fraud: You can't use your own debt to purchase more debt when you can't repay the original debt. The crime is compounded when you know you're never going to repay the debt. It amounts to treason to intentionally destroy the integrity of the nation's money."
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Friday, November 12, 2010
Natural Gas Investing, Something Important You Need to Know / Commodities / Natural Gas
Shale gas changed everything, according to professional geologist and Pierce Points Newsletter Writer Dave Forest. Using hydraulic fracturing technology, North American gas producers have unlocked trillions of cubic feet of new, unconventional gas reserves from shale over the past decade. "U.S. natural gas output has taken off since 2006," he says, "as shale plays like the Haynesville, Marcellus and Eagle Ford have come online." So, with all this new supply, why has U.S. gas demand remained relatively flat? Obviously, the new world of gas supply and demand has not been kind to prices. What will drive them higher? In this Energy Report exclusive, Dave reveals that Eagle Ford producers could give their gas away and still make a tidy profit on the shale wells selling nat gas liquids.
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Thursday, November 11, 2010
When to Sell Gold / Commodities / Gold and Silver 2010
Terry Coxon, Senior Editor, Casey Research writes: By now you have plenty of reason to congratulate yourself for having boarded the gold bandwagon. The early tickets are the cheap ones, and you've already had quite a ride. The best of the ride, I believe, is yet to come, and it should be very good indeed. It should be so much fun that your wallet may start to feel a bit giddy - which can be dangerous. So it would be wise to consider, now, how things will be and how they will feel when the current bull market in gold reaches its "end of days." Because it will end.
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Thursday, November 11, 2010
Fed QE2 $600 Billion of Money Printing Over the Next Eight Months / Commodities / Gold and Silver 2010
Crossing the Rubicon into the World of QE - “Imagination is more important than knowledge,” the brilliant Albert Einstein used to say. Imagine for just a moment that the Dow Jones Industrials has become a key instrument of national economic policy, and that by “actively managing” its direction, the Federal Reserve could impact the wealth of tens of millions of US households, and by extension, influence consumer confidence and spending. By ramping up the money supply, and slashing interest rates to zero percent, in order to inflate stock market bubbles, the Fed could in theory, fuel an economic rebound.
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Thursday, November 11, 2010
Why $100 Dollar Crude Oil Is Rational / Commodities / Crude Oil
At the present time, because "currency wars" are the new Call of Duty for finance ministers and central bankers worldwide, it could be risky to predict oil prices attaining US$ 100 a barrel before year end. If the rash of competitive devaluation and depreciation of leading moneys continues, especially the US dollar and the euro, with the Chinese Yuan still receiving the same treatment, a tilt back into global economic recession is in no way impossible. And any dip in global economic growth will slay oil prices, like other commodities and equity values.Read full article... Read full article...
Thursday, November 11, 2010
Gold, The Market's Global Currency / Commodities / Gold and Silver 2010
World Bank president Robert Zoellick has stirred up a hornet's nest with his recent call for a return to a gold anchor[1] in the global financial system. The usual suspects immediately denounced him, with Keynesian Brad DeLong anointing Zoellick the "Stupidest Man Alive."
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Thursday, November 11, 2010
Gold Jumps Back Above $1400, as Contagion Hits Eurozone Bonds / Commodities / Gold and Silver 2010
THE PRICE OF GOLD gave back an earlier rise in London trade on Thursday morning, still recording its third-highest ever Gold Fix – and the fourth Fix this week above $1400 an ounce – as Asian stock markets closed marginally higher but European share markets stalled.
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Thursday, November 11, 2010
Invest in Gold with Mining ETFs / Commodities / Gold and Silver 2010
Do you like to dig? I have to admit, it’s not my favorite thing. But if I knew there was gold in the ground I might think differently.
In fact, there is gold in the ground — and plenty of other valuable minerals, too. The hardest part is finding it. However, the digging gets a lot easier when you know where to aim.
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Thursday, November 11, 2010
West Loses Resources War, China Controls Rare Earths and Middle East Has Crude Oil / Commodities / Metals & Mining
While most are anxiously anticipating a grand currency showdown at the G20 summit in Seoul this month, rare earths is bound to be one act of the G20 high Korean Drama amid the mounting worries among corporations and governments around the world about China’s recent export restrictions and embargo,
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Thursday, November 11, 2010
SILVER Junior Miners May Lead To Fortune / Commodities / Gold and Silver 2010
"There is a tide in the affairs of men, which taken at the flood, leads on to fortune." I have always loved that quote from Shakespeare's "Julius Caesar". Every trader and investor should know it by heart.Are we a float on a full sea? What vessel will serve us best?
Thursday, November 11, 2010
Going Back to a Gold Standard? / Commodities / Gold and Silver 2010
Three reasons you need your own private Gold Standard, rather than waiting on "sound money" from government...
DID GOLD's first foray over $1,400 mean we're going back to a Gold Standard?
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Thursday, November 11, 2010
How to Profit From the Rebound in Natural Gas Prices / Commodities / Natural Gas
Jack Barnes writes: I love autumn. The leaves start to turn color, and the first hint of winter is invigorating. It is also a great time to peruse each of the financial markets for the shorter-term, seasonal trades that are always lurking - if you know where to look, that is.
One place that's worth looking at right now is the global currency markets, where a major war is currently being waged. As part of the so-called "race to the bottom," the U.S. dollar is down 14% since June. This drop in the greenback has come at a time when a major bull market in commodities has broken out everywhere in the world.
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Thursday, November 11, 2010
Reverse Bubbleomics: What If OPEC Figures Out Crude Oil’s Fair Price is $150? / Commodities / Crude Oil
Like one of Victoria’s Dirty Secrets $150 oil is something you don’t joke about. But don’t worry; over a year ago the Saudi’s said that they thought “Fair Value” was above $75, and Lo and Behold, “Above $75” was what happened. Magic Eh!
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Thursday, November 11, 2010
Gold and Financial Markets Inflation Die Was Cast Before the Elections / Commodities / Gold and Silver 2010
Regardless of who's controlling the U.S. Congress, Sprott Asset Management Chief Investment Strategist John Embry holds out little hope for economic happiness in the short run. As he tells The Gold Report in this exclusive interview, "It's consequence time" and "any opportunity to have a pleasant outcome. . .in the relatively near term is long gone." John's view of equity markets is equally dim as he foresees the U.S. plowing deeper into quantitative easing to postpone—and maybe even exacerbate—the inevitable. An exception, at least for the time being, may be in senior gold stocks, which he says, "have seldom been cheaper in relation to the price of gold."
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Thursday, November 11, 2010
Gold and Silver Become Polarizing / Commodities / Gold and Silver 2010
To many in the banking and investing community, precious metals were the red headed stepchild. While they were easily accessible and extraordinarily undervalued, no one seemed to pay either gold or silver much attention. Until recently, when both have forged new highs, the opinions on each grow distant. The polarization from such “authorities” on the markets is overwhelming.
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Thursday, November 11, 2010
Fed Beneficiaries Getting Soaked on Gold Futures Options / Commodities / Gold and Silver 2010
The largest beneficiaries of rampant quantitative easing and destructive monetary policy are those who can borrow at the most wholesale level of the financial system. Those who have access to the discount windows and emergency windows are doing quite fine, borrowing money and dumping it on the markets to benefit from record low rates and quickly growing inflation levels.
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Wednesday, November 10, 2010
Lithium Powers Hi-Tek, New Global X Lithium ETF / Commodities / Metals & Mining
Cell phones, laptops, mp3 players—they are all powered by lithium. Bruno del Ama, the portfolio manager of New York-based, exchange traded fund issuer Global X Management, has recently launched an ETF targeting lithium companies for just this reason. In this exclusive interview with The Energy Report, del Ama discusses why sizeable deposits of lithium just now being developed may not be enough to keep up with the demand generated by consumer electronics and the emerging electric vehicles industry over the next decade.
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