Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Monday, October 18, 2010
Crude Oil at a Crossroad of Inventory and Fed’s QE2 / Commodities / Crude Oil
Oil prices have continued to soften at $82.51 a barrel for November delivery on the NYMEX Friday after a Federal Reserve Chairman Ben Bernanke’s speech sparked some uncertainty as to how far the central bank will support the economy.
Monday, October 18, 2010
Silver Is On The Move / Commodities / Gold and Silver 2010
The events of the past few months have been dominated by the decision of the Federal Reserve to undertake a further, massive easing. Since the emphasis will not be on lowering interest rates (because they are effectively zero), it is being called a quantitative easing (an easing by virtue of the quantity of reserves which the Fed pumps into the banking system) and has acquired the name QE2 (quantitative easing 2). Immediately, gold and silver broke into new all-time highs, the dollar collapsed against most foreign currencies, and many individual commodities started to race to the moon (which Ben Bernanke describes as a threat of deflation).
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Monday, October 18, 2010
Never Mind What The Fed Thinks, The Markets Have Decided QE2 is Coming / Commodities / Gold and Silver 2010
Gold prices embarked on a massive rally recently, rising from around $1210 to $1380 in just two months. Simultaneously the US index, which has a traditional inverse relationship with gold, has fallen from 83.5 to 76.5 as America puts a nose ahead in the current currency devaluation wars. The fundamental factor that is driving both gold and equities higher, and the USD lower is the expectation of a second dose of quantitative easing (dubbed QE2) by the US Federal Reserve.
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Sunday, October 17, 2010
Gold Enough Vigor to Delay the Inevitable? / Commodities / Gold and Silver 2010
The Mid term elections are upon us and we thought to consider what impact, if any, they may have on the stock market and precious metals.
Whether you call it a recession, or depression, or deflation, or recovery, for tens of millions of Americans there’s little difference. Americans point to the troubled economy as their most burning issue this year when deciding how to vote for 435 House seats and 37 out of 100 Senate seats, according to a nationwide CNN poll.
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Sunday, October 17, 2010
Forget China, The Real Catastrophe To Hit U.S.A. Is Hydrocarbon Imports / Commodities / Crude Oil
deleted on author request.
Sunday, October 17, 2010
Gold Price About to Plunge? / Commodities / Gold and Silver 2010
Short term indicators are suggesting weakness in this latest move by gold into new highs. Are they telling us that a plunge is ahead?
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Sunday, October 17, 2010
An Easy Way to Boost America’s Energy Independence / Commodities / Energy Resources
David Fessler writes: You know, for all the talk about working towards greater energy independence through alternative energy resources like wind and solar power, there’s another much simpler solution.
And it’s sitting on your kitchen table.
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Saturday, October 16, 2010
U.S. Natural Gas Glut, When Will The United States Begin Exporting It? / Commodities / Natural Gas
Tony D’Altorio writes: Though few know of it, the global energy industry might be in for some huge changes before long…
Within the next five years, the U.S. could become a major natural gas exporter in the form of liquefied natural gas (LNG).
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Saturday, October 16, 2010
Silver Major Price Breakout and Manipulation Timeline / Commodities / Gold and Silver 2010
During the spring and summer of 2010, the price of silver was caught in a trading range of $17.00-19.50. But that all changed at the beginning of September. From a rally low of $17.50 last summer, the price has exploded to the $25 dollar area in barely two months. What happened?
From a fundamental perspective the Perma bulls in silver have forever been describing the supply situation as one that cannot sustain demand and that a powerful rally to unprecedented heights would take place. To their credit and patience, the move may have finally started a few months ago.
Friday, October 15, 2010
Will the Gold, Silver, Oil and other markets tolerate a Euro $1.50 - $1.70 Dollar? / Commodities / Gold and Silver 2010
Fed Chairman Ben Bernanke said he thought the current high unemployment and low inflation environment would linger into 2011 and as a result there is a "case for further action" on the monetary policy front. Mr. Bernanke said the Fed might expand its holdings of longer-term securities. He also said that the Fed has little experience in judging the economic effects of more asset purchases. This tells us that we are stepping off into new territory. The same will be true of the rest of the world.
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Friday, October 15, 2010
Gold Junior Miners GDXJ ETF Analysis / Commodities / Gold and Silver 2010
Gold’s relentless climb to new record highs is driving a renaissance of investor interest in junior gold stocks. This fascinating subsector amplifies investing’s usual risk-reward equation to breathtaking extremes. While the great majority of junior golds will end up worthless, the few that strike it big enjoy some of the largest gains ever seen in the financial markets. We’re talking 100x+ returns!
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Friday, October 15, 2010
Gold and Silver Spike on Bernanke Speech / Commodities / Gold and Silver 2010
THE PRICE OF BOTH gold and silver bullion spiked sharply at the start of New York dealing on Friday, briefly nearing yesterday's record levels as Federal Reserve chairman Ben Bernanke spoke on monetary policy, and the US Dollar sank.
Failing to detail the size of quantitative easing now due – and admitting that policy-makers lack "experience" of its economic effects – Bernanke confirmed that the Fed is "prepared to provide additional accommodation if needed to support the economic recovery," in a speech on Boston.
Friday, October 15, 2010
Fort Knox Gold and What Your Should Do / Commodities / Gold and Silver 2010
But Ron Holland fears it’s not just the beer talking about Fort Knox.
Gold reached a record high of $1,376 per ounce this Thursday morning but I’m writing about Fort Knox because of an unexpected conversation I had yesterday with a distant friend. We have known each other for 35 years but have only seen each other once over the last two decades due to busy schedules and distance. He had a long distinguished career in the gold business before retirement and is now battling a terminal cancer which can be treated but not cured.
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Friday, October 15, 2010
Time to Sell Gold Stocks? / Commodities / Gold & Silver Stocks
The rocket ship has finally blasted off for precious metals investors, who have seen massive portfolio gains over the past few months. Gold is up 17%, while silver is up a blistering 29% since late July. The Gold Miners ETF (GDX) advanced 23%, but the smart money was riding on the Silver Miners ETF (SIL), up 37% in just over two months. Not too shabby considering the S&P 500 is up just 10% during the same time period.
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Friday, October 15, 2010
Natural Gas UNG Backing and Filling After Bounce / Commodities / Natural Gas
Yes, undoubtedly, many a would be-bull in Natural Gas and the U.S. Natural Gas Fund ETF (UNG) has risked life and limb to participate in a sustainable upmove for more than two years, but none has been forthcoming.
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Thursday, October 14, 2010
Aggressive Gold Investors Target $1400, and Silver $25 / Commodities / Gold and Silver 2010
THE WHOLESALE PRICE of gold and silver bullion retreated from fresh record highs against the Dollar early Thursday afternoon in London, slipping back from overnight jumps of 1.3% and 4.5% respectively as the US currency's latest plunge paused.
European stock markets reversed early gains, but Asian stocks ended the day more than 1.5% higher on the MSCI index, as the Japanese Yen squashed the Dollar to a new 15-year low beneath ¥81 and the Euro leapt above $1.41.
Thursday, October 14, 2010
U.S. Mint 5oz Silver Bullion Coins Nearing the Market / Commodities / Gold and Silver 2010
The U.S. Mint should soon release a new five ounce silver bullion coin that it first suggested would be launched “later in 2010.” The coins will be .999 pure and utilize the same design as the mint's “America the Beautiful” quarters, which were first coined at the beginning of the second quarter 2010.
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Thursday, October 14, 2010
Gold Reaches New Record Highs and Silver Reaches Record 30 Year Highs on U.S. Dollar Weakness / Commodities / Gold and Silver 2010
Gold rose to new record nominal highs and silver to 30 year nominal highs again this morning as the dollar weakened and there were renewed concerns that large banks may have to raise more capital. Gold's rise is not solely a dollar story with gold rising to near record nominal highs even in the safe haven currencies of the yen and Swiss franc. Gold rose to 112,537 yen an ounce in trading in London this morning, the highest price since June 28.
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Thursday, October 14, 2010
Gold, Euro Continue Gains on Weak U.S. Dollar / Commodities / Gold and Silver 2010
Despite some positive earnings reports, investors remain concerned about recovery prospects in the US. Analysts are also mixed about the long-term effects of the Fed buying Treasuries to help spark the economy.
Gold has not looked back since clearing $1,300 and has a Wednesday (October 13) morning spot rate of $1,358. Gold remains the investment of choice for safe money speculators who seem to have bought into the prospects of gold moving toward $2,000 in the near future.
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Thursday, October 14, 2010
Gold Investors Warning, Despite Record Prices Your Holdings May be Worth Less Than You Think / Commodities / Gold and Silver 2010
Keith Fitz-Gerald writes: Record gold prices are becoming an almost-daily headline, with the "yellow metal" making a run at $1,400 an ounce. And while this is great for the investors who are along for the ride, there is an important caveat - your gold may not be worth as much as you think it is.
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