Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, October 12, 2010
Gold and Silver Rally with Stocks on QE2 and Currency Crisis / Commodities / Gold and Silver 2010
THE PRICE OF GOLD and silver rallied towards Friday's record-high closing levels in London on Tuesday lunchtime, bouncing after world stock markets and commodities had earlier fallen on reports that China is curbing new bank lending to cool its economy.
Banking reserves must be raised by 0.5 percentage points to 17.5% of deposits, Goldman Sachs quoted Beijing officials.
Tuesday, October 12, 2010
Junior Gold Mining Stocks Super Nova / Commodities / Gold & Silver Stocks
Recently I have been reading and hearing about a commodities bubble. I disagree with the idea of commodities being in a bubble - some may occasionally become overbought and correct. Occasionally we will see profit taking and nervous nellies selling on the backs of the various naysayers. But what some are calling bubbles is simply demand outpacing supply.
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Monday, October 11, 2010
Analysis of Junior Mining and Exploration Stocks / Commodities / Gold & Silver Stocks
Renowned Exploration Analyst and Geologist Brent Cook produces the weekly Exploration Insights newsletter, covering geology and discoveries worldwide. In this interview, Brent catches up with former EI Writer Paul van Eeden. A fresh addition to Miranda Gold Corp.'s board of directors, Paul offers characteristically frank insights into gold and precious metals and shares several choice companies with The Gold Report.
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Monday, October 11, 2010
A New Gold Rush Begins For Emerging Markets / Commodities / Gold and Silver 2010
Tony D’Altorio writes: Ten years ago, the western world’s central banks were selling gold from their vaults just as fast as they could… at a rate equivalent to 10% of annual demand, about 442 tons.
They didn’t see any further need for such an ancient symbol of monetary stability in the 21st century. After all, it paid no yield; it just sat there, incurring storage and insurance costs along the way.
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Monday, October 11, 2010
Something Has Drastically Changed in the Silver Market / Commodities / Gold and Silver 2010
Chris Mack writes: Something has drastically changed in the silver market. The banks that once controlled the price of silver are now closing positions at a loss. The commercial shorts have begun to bleed money – and when blood spills sharks will circle. Hedge funds and traders that never even thought of silver before will begin to squeeze the shorts. If the big banks don't quickly regain control of the silver market they may lose it forever.
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Monday, October 11, 2010
Dollar Gold, Rand Gold, DOW, JSE Gold and HUI / Commodities / Gold and Silver 2010
Let’s start with a big picture view. Below is a long term Dow/gold ratio chart. As you can see on the chart, it has just been one-way traffic the last ten years, with the ratio moving down from almost 45 to about 8.16. It seems that the next temporary stop might be between the 4 and 6 level. I have previously written how the 10 Dow/gold ratio level has been a pivot point back all the way to 1930.
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Monday, October 11, 2010
Gold Edges Back as U.S. Dollar Bounces / Commodities / Gold and Silver 2010
THE PRICE OF WHOLESALE gold bullion slipped 1% in London on Monday morning, falling to $1342 per ounce as the start of what traders expected to be a quiet New York session approached.
Following heated discussion – but no resolution – of the "global currency war" at this weekend's annual meeting of the International Monetary Fund's members in Washington, the US Dollar rallied from yet another 15-year low to the Japanese Yen beneath ¥81.50, and also bounced from worse than $1.40 to the Euro.
Monday, October 11, 2010
Wheat Retreat Not Yet Complete / Commodities / Agricultural Commodities
Following an earlier surge in Wheat prices a normal correction from an early Aug high developed. After a pause this has got going again, and we look for likely lower supports now.
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Monday, October 11, 2010
Gold No Reversal Yet / Commodities / Gold and Silver 2010
The latest leg of the long Bull run in gold began back at the end of August, when the market made a succession of new all time highs, but today the market spiked higher and then sharply reversed.
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Monday, October 11, 2010
Precious Metals The Most Perfect Medium / Commodities / Gold and Silver 2010
The precious metals markets moved into high gear last week with silver up 4.5% and new highs in gold and the HUI. Meanwhile the Wall Street Journal explained:
“Driving the recent spate of [currency] flows has been anticipation that the Federal Reserve will restart its efforts to stimulate growth through purchases of government debt that inject more money into the banking system – a practice known as quantitative easing or ‘QE.’”
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Sunday, October 10, 2010
USO Crude Oil ETF May NOT Offer You the Best Returns / Commodities / Exchange Traded Funds
For most investors, buying and selling futures contracts may not be their cup of tea. I think futures provide not only diversity, but also a “pure play” vehicle for many commodities like crude oil, gold, silver and many others. I will tell you upfront that they do require a little bit of education and guidance.
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Sunday, October 10, 2010
Are U.S. Investors Driving the Gold Price? / Commodities / Gold and Silver 2010
The U.S. is a world of well educated, highly sophisticated investors who use an extraordinary well developed set of markets through which to invest into every item that has a market and usually at prices that attract the world of buyers to the oil market, currencies equities bonds and the rest.
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Sunday, October 10, 2010
When Will the Gold and Silver Rally Stop? / Commodities / Gold and Silver 2010
Is it the economy, is it world tensions, who cares, the precious metals just keep on going higher and higher. Where they will stop nobody knows. But they will stop sometimes. Tomorrow or next year, that’s the question?
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Sunday, October 10, 2010
Crude Oil Next Major Resistance $87 a Barrel / Commodities / Crude Oil
Crude Oil hit a high of $84.09 on Thursday morning before investors sold into the rally in all commodities before the volatile jobs report on Friday morning. The shorts pushed Crude to a weekly low of $80.30 early Friday morning, which was a nice buying opportunity, as Crude Oil closed the electronic session on Friday at $82.84.
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Saturday, October 09, 2010
Is the Gold Dollar Seesaw About to Tilt? / Commodities / Gold and Silver 2010
The lines are drawn, the cannons are loaded - the currency war has begun. The opening shots have already been fired with the biggest battles still ahead. This is a superpower currency shoot-out with other counties trying to avoid getting caught in the cross-fire. Each nation is taking unilateral actions to defend its economy from the other in an escalating battle over the value of the world's key currencies.
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Saturday, October 09, 2010
Gold Stocks Best Leverage in Ounces-in-the-Ground Plays / Commodities / Gold & Silver Stocks
Kaiser Bottom-Fish Report Writer John Kaiser sees the gold price reaching well into thousands—one of a series of events that, ultimately, could result in the kind of area-play fever not witnessed on the junior board since the mid-1990s. John believes all it would take is a "holy mackerel"-type gold discovery in the right area. In this exclusive interview with The Gold Report, John reveals a Carlin-type gold discovery in the Yukon and a few others you'll want to know about.
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Friday, October 08, 2010
Gold, Get it While You Can / Commodities / Gold and Silver 2010
Jeff Clark, Casey's Gold & Resource Report writes: We've got it easy right now. Click or call, and you can quickly and conveniently own a gold coin or bar. But if global concerns cause another panic or the dollar breaks down, you could find yourself standing in a line at the local coin shop or getting a busy signal. Simply, for reasons I'll discuss here, you may find it very difficult to get your hands on physical gold when that time comes.
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Friday, October 08, 2010
Playing with Gold Bull Market Numbers / Commodities / Gold and Silver 2010
Three ways of looking at gold's current bull market...
YOU MIGHT know this chart already. If not, expect to see more of it soon.
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Friday, October 08, 2010
Bullish Channel for Gold Miners GDX ETF / Commodities / Gold & Silver Stocks
Just in case you want to see a real live example of channel analysis, the Market Vectors Gold Miners ETF (NYSE: GDX) is a textbook case. The enclosed 3-month uptrend has carved out a spectacular bullish channel, which we notice rocketed through the channel resistance line yesterday morning (above 58.55) prior to reversing back beneath the upper channel line.
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Friday, October 08, 2010
Gold Stocks HUI Hits New Record High / Commodities / Gold & Silver Stocks
Inspired by gold’s relentless momentum, investors drove the flagship HUI gold-stock index to new all-time highs this week. While great fun for all of us with capital deployed in this sector, seeing the best levels in history often spawns anxiety in those with a contrarian bent. Following gold stocks’ run into record territory, are they in danger of an imminent correction?
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