Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Sunday, October 31, 2010
Cash Sitting on the Sideline Will Find Its Way to Gold / Commodities / Gold and Silver 2010
Robert Parker is a well known investment expert, Senior Advisor at Credit Suisse and a frequent television commentator. So when we had a chance to hear him give a presentation to an exclusive group of the bank’s heavy weight clients in an invitation-only event, we were interested to hear what he had to say. Or more to the point, we wanted to know what the bank’s wealthiest clients are hearing.
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Sunday, October 31, 2010
Gold Divorces from the U.S. Dollar / Commodities / Gold and Silver 2010
Nobody knows nothing. The data, cooked and contrived as it is, gives no definitive answer. The bulls think the economy is mending but ever so slowly. The bears think the economy is taking on water and bound to sink like the Titanic. Investors are clueless and there is an election a few days away. Bernanke described the current conditions very well with his ‘unusual uncertainty’ reference a few months ago. We are all guessing. Which way is Bernanke guessing?
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Saturday, October 30, 2010
The Fed's Secret Gold Swap Arrangements / Commodities / Gold and Silver 2010
Chris Powell writes: The precious metals markets have tremendous potential for investors. But they are also wrapped up in great mystery – deliberately so.
Gold is the worst understood financial market. Most official data about gold is actually disinformation.
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Saturday, October 30, 2010
Why Producers Aren’t Hedging Natural Gas / Commodities / Natural Gas
Taking Their Chances in the Spot Market…LaterNatural gas prices in Canada are so low that end users are now trying to seduce producers to hedge, so they can lock in longer term low prices. But few producers are keen to lock in long term losses.
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Saturday, October 30, 2010
Gold and Silver Update, Is US Debt a Recipe for Economic Disaster? / Commodities / Gold and Silver 2010
The United States has dug the biggest economic hole in human history. It has become so severe that if you listen carefully, you’ll hear the Chinese – the biggest holders of American debt, wondering if they’ll ever get their money back. The foundation of the US dollar is already under threat. If it does collapse, it will take down other economies and currencies down with it.
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Saturday, October 30, 2010
African Junior Gold Mining Takeouts on the Menu / Commodities / Gold & Silver Stocks
Clarus Securities Analyst Nana Sangmuah was born in Ghana, West Africa—a growing hot spot for gold exploration. He believes several gold juniors operating in West Africa are prime takeover targets and expects merger and acquisition (M&A) activity to heat up as the major gold producers seek to replenish their diminishing project pipelines. In this exclusive interview with The Gold Report, Nana reveals a few juniors on both sides of the Atlantic that could fall prey to larger predators.
The Gold Report: Nana, tell us about your coverage sector.
Saturday, October 30, 2010
Gold Price Add 12 Zeroes / Commodities / Gold and Silver 2010
Where Volcker wrung inflation out of the system, Bernanke is wringing cash-savers' necks...
AS WE NEVER TIRE of boring anyone who'll listen, it's not inflation alone that makes gold prices rise. If it were, the last decade's four-fold rise would be missing, and gold wouldn't have dropped by three-quarters during the 1980s and '90s.
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Saturday, October 30, 2010
The Coming Nuclear Financial Bubble and Asset Boom / Commodities / Energy Resources
The coming nuclear financial disaster in fact has many previous models - stretching back to several speculative investment surges, then panics in the 19thC, and similar recurring "bourse panics" in the 20thC. The most recent financial boom-bust offering a likely or potential scenario for the nuclear financial disaster of the 2011-2020 period, is the US subprime crash, which became inevitable by the years 2005-2006.
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Friday, October 29, 2010
Debt Bubbles and the Commodities Bull Market / Commodities / Liquidity Bubble
The “World’s Greatest Investment Event,” the 2010 New Orleans Investment Conference kicked off on Wednesday as gold and natural resources investors descended on the Crescent City for answers to today’s market questions.
The list of speakers for this year’s conference reads like a who’s who of the natural resources and commodity world—Dr. Marc Faber, Newt Gingrich, Dennis Gartman, Dick Armey, Peter Schiff and others.
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Friday, October 29, 2010
Gold and the Horrible Implications of QE, November 3rd Judgement Day for Keynesian Economics / Commodities / Gold and Silver 2010
Some market participants may be treating 3 November, next Wednesday, as if it will just be another day. However, that day will reveal the results of the U.S. election, and may be the first day of a new era. For the first time in 78 years U.S. voters may, one, declare Keynesian economics a complete and utter failure, and, two, repudiate further mismanagement of the U.S. economy by Keynesian ideologues. Should that happen, some cause for celebration may be in order.
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Friday, October 29, 2010
Gold Mining Stocks Mergers and Aquisitions / Commodities / Gold and Silver 2010
If you are at all attuned to the gold-stock sector, you’ve likely noticed a pickup in activity on the deal-making front this year. And indeed the gold miners are doing some moving and shaking. In fact, this industry is undergoing a consolidation unlike anything we’ve seen in this entire bull market. And for a variety of reasons, this may only be just the beginning.
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Friday, October 29, 2010
Fraudulent Silver Price Manipulation / Commodities / Gold and Silver 2010
Since we received reports from the CFTC that market players have made "repeated" and "fraudulent efforts to persuade and deviously control" silver prices, we have heard that HSBC Holdings Plc and JPMorgan Chase & Co. are facing an investor's lawsuit of placing "spoof" trading orders to manipulate silver futures and options prices in violation of U.S. antitrust law. The investor, Peter Laskaris, alleges that starting in March 2008, the banks colluded to suppress silver futures so that call options, or the right to buy, would decline, and put options for the right to sell would increase, according to the complaint filed yesterday in federal court in Manhattan. The collusion was also intended to maintain prices at levels at which some options would expire as worthless.
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Friday, October 29, 2010
Gold and Silver Jump as GDP Data Reveal US Inflation Rise, Economists Urge QE / Commodities / Gold and Silver 2010
THE PRICE OF GOLD rose sharply at the start of New York trade on Friday, jumping 1.2% from an earlier low in London to hit $1352 per ounce – some 1.8% higher from last week's finish – as new data showed weaker-than-expected US economic growth, with much stronger-than-forecast price inflation.
World stock markets had already sagged before the Commerce Dept. said GDP expanded by 2.0% annually between July and Sept.
Friday, October 29, 2010
Energy Bargains Ripe for the Plucking, Higher Oil Prices Dead Ahead / Commodities / Crude Oil
Ladies and gentlemen, I’ll get right to the point: The future of the western world rests on your shoulders. Oil is the lifeblood of civilization, and we are dependent on foreign sources for oil more than ever before.
More than that, many of our foreign oil suppliers hate us. The four biggest reserves of oil in the world belong to Saudi Arabia, Venezuela, Iran and Iraq. If you were putting together a Facebook page for North America, none of those characters would friend us.
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Friday, October 29, 2010
Gold Consolidates in October as QE2 and US Elections Loom / Commodities / Gold and Silver 2010
Gold is marginally lower in dollar terms and in most currencies except for the euro this morning as there are renewed budget and sovereign debt concerns in the eurozone. Peripheral sovereign bonds have fallen sharply in value (see below) - although losses were limited by rumours that the European Central Bank may have resumed bond purchases. This is leading to weakness in the euro and gold rising in euro terms as traders question whether the period ofrecent euro strength was overdone.
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Friday, October 29, 2010
Copper Could Pullback Soon / Commodities / Metals & Mining
Following a 38.2% pullback in Copper earlier this year subsequent recovery breached important resistance which opens the way for a return to the old 2008 peak. Shorter term, though, the signs are building that a correction is due.
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Friday, October 29, 2010
Turkmenistan Takes Sides in Natural Gas Pipeline Supply Competition / Commodities / Natural Gas
While Russia has stated that its state-owned gas giant Gazprom would participate in a trans-Afghan pipeline with Turkmenistan, Turkmen officials have denied the same. This comes after a rather disappointing meeting in Ashgabat between Russian President Dmitry Medvedev and his Turkmen counterpart Gurbanguly Berdymukhamedov, in which Moscow came away empty handed.Read full article... Read full article...
Thursday, October 28, 2010
Uranium and Mining Stocks Recovering / Commodities / Uranium
Uranium has been radioactive for investors who have stayed away in droves since the metal crashed into a prolonged slide beginning in early 2007. Now in a cautious recovery mode from multi-year lows, Haywood Securities Senior Analyst Geordie Mark says a rising uranium price is the driver for select mining companies. In this exclusive interview with The Energy Report, Geordie discusses uranium demand and brings some specific ideas to the table for investors.
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Thursday, October 28, 2010
U.S. Dollar Chart Suggests Caution for Gold Bulls / Commodities / Gold and Silver 2010
Spot gold prices have been in a corrective mode since mid-October and have given up a modest 5.5% from the $1387.65 high. More importantly, however, is that the price structure is probing important July-Oct support in the $1316-$1314 area, which must be contained to avert additional weakness into the area of the rising 50 DMA, now at $1295.
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Thursday, October 28, 2010
Gold vs Bonds / Commodities / Gold and Silver 2010
Most investors have a deep-seated belief that bonds are a safe investment while gold is risky and volatile. If we explore this belief with an open mind, however, we will find that gold, not bonds, offers vastly superior wealth protection.
The 2008 financial crisis saw an unprecedented move out of equities and into bonds as investors looked for a safe haven, one that would protect their portfolios. Relatively few investors chose to move into gold. This is curious because gold, unlike bonds, is an asset class that has a negative correlation to financial assets, thus providing the greatest diversification as well as protection from inflation and currency crises.
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