Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, October 06, 2010
My Greatest Gold Stocks FEAR, Selling Too Soon / Commodities / Gold & Silver Stocks
As investors in the very volatile precious metals sector it would be very easy to make the decision to sell and get out of the market as you/we have now re-cooped our capital and hopefully everyone has profits as we write this piece. So, is it time to sell?
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Wednesday, October 06, 2010
Gold Ultimate Price Target! / Commodities / Gold and Silver 2010
A little while ago we made a video that projected some amazing levels for gold. Given the strong upward trend in gold and the price action on Tuesday the 5th of October, it is worthwhile looking at this video again.
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Wednesday, October 06, 2010
At the Crossroads of the World's Gold Trade / Commodities / Gold and Silver 2010
Chris Weber writes: One of the reasons I love the San Francisco Bay Area is that it is a crossroads of the world.
Pretty much every type of person, just about every group from everywhere on Earth, resides or visits or otherwise brushes up against one another.
Wednesday, October 06, 2010
Gold New Dollar Highs as Global Currency War Intensifies / Commodities / Gold and Silver 2010
THE PRICE OF GOLD rose to fresh Dollar records above $1350 an ounce early Wednesday, hitting its 16th new all-time high in 17 trading days at the London Fix this morning.
Global stock markets also rose, as did major-economy government bonds, while the US Dollar slipped and commodities held flat.
Wednesday, October 06, 2010
Gold Disconnect / Commodities / Gold and Silver 2010
Gold now has an RSI reading of over 84 as I write this article; it is sitting just under US$1350 an ounce and it is very overbought. This is not to say it cannot get more overbought short term however it can indicate gold needs to take a breather very soon now. When fundamentals push additional cash flows along a trend the technicals will give way and reach extreme levels every time. We are more likely to see a price consolidation as that RSI cools off before it launches ahead again. Silver is agreeing with this scenario and so are the gold stocks. The AUD price of gold is currently $1377 which is well under the record highs reached in 2008 and the middle of this year.
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Wednesday, October 06, 2010
The Secret Indicator That Points to Much Higher Crude Oil Prices / Commodities / Crude Oil
Kent Moors, Ph.D. writes: Crude oil has taken on a life of its own. As I have noted on several occasions, oil is both a commodity in wide demand and a financial asset in its own right.
In the former case, as a commodity, the so-called "wet" barrels (the actual oil) will respond to traditional marketplace pressures - particularly supply and demand.
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Wednesday, October 06, 2010
The Third Uranium Boom / Commodities / Uranium
Mark Steen knows uranium, besides receiving formal education at the Mackey School of Mines, he is the son of Charlie Steen whom is credited with making the first big uranium discovery in 1951 on the Colorado Plateau. He has had a long time interest in the geology of uranium ore deposits and the history of uranium exploration. As a result of his father’s discovery the Four Corners (Utah, Colorado, New Mexico, Arizona) area opened up and prospectors and geologists started looking for sandstone hosted uranium deposits throughout the Colorado Plateau.Read full article... Read full article...
Wednesday, October 06, 2010
Silver Blow Out, But Where To Buy? / Commodities / Gold and Silver 2010
How to enter silver safely - If you have been following my posts on this site, you will know that I am a fan of silver. I have written a few articles about how I thought it would trade. Approximately 1 year ago in "Gold a recipe for disaster" I presented the argument that gold had just made an 8 year low when it went clunk in 2008 At that ime I said the metals would not top out the next move up until 2012 at the earliest.Read full article... Read full article...
Wednesday, October 06, 2010
Gold and Silver Breakout as Fascist Business Model Crumbles, Mortgage Market Fraud / Commodities / Gold and Silver 2010
Some significant events are in progress, extremely important developments in the grand pathogenesis that reflects the deep decay and deterioration in the US financial structure. The most recent events pertaining to mortgage loans, home foreclosures, and disclosed fraud carry great potential to open extremely wide cracks in the American social order. Revealed systemic fraud is slowly coming into the open. Civil disobedience has already entered the arena of popular protest. However, the recent events surrounding illegal home foreclosure seizure of properties elevates the exposed fraud to a very clear high new level. This is a boil ready to break open, releasing financial puss.
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Wednesday, October 06, 2010
Gold Crude Oil Ratio Signals and Latest QE Path / Commodities / Crude Oil
In my September 1st piece, I argued the importance of valuing Gold relative to Silver via the Gold/Silver ratio, concluding that gold will UNDERperfom silver despite its status in the limelight. Indeed, the G/S ratio has fallen 7% since the article, hitting a new 13-month low of 59.0. My case for "faster" gains in silver remain in place.
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Tuesday, October 05, 2010
Turning Deflating Dollars Into Inflating Gold / Commodities / Gold and Silver 2010
Isaac Newton gave us a fundamental law of physics. Every action has an equal and opposite reaction. In the investment world, currency is the action. Since the US is still the biggest economic player, the US dollar moves everything. Some things have the same action as the dollar. Others are the opposite reaction of the change in the value of the dollar.
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Tuesday, October 05, 2010
The Wheat and Grains Bull Market and Australian Swarming Locusts / Commodities / Agricultural Commodities
Munching sound in back ground is that of locusts as they make Australia their Spring snack. Australia is in the process of preparing for war against the worst locust swarms in 75 years. In September, rains began to expose massive egg beds to the warming sun, encouraging them to hatch ahead of schedule. ABC News reported,
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Tuesday, October 05, 2010
Connecting the Dots of Chinese Gold and Currency Reserves / Commodities / Gold and Silver 2010
Bill Bonner here at The Daily Reckoning is one of those guys who, for some reason, figures that we (represented, apparently, by me) are smart enough to "connect the dots," when some of us (again, me as "everyman") are obviously not smart enough to engage in such mental gymnastics.
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Tuesday, October 05, 2010
The Silent Stock Market Crash, Dow Continues Slide vs. Gold / Commodities / Gold and Silver 2010
Rise in equities got ya bullish? Be cautious. Amidst the October push to 11,000, the Dow Jones Industrial Average has continued its calamitous descent against gold which began in 2001 and shows no signs of abating. The silent market crash is real, and the fall of this paper tiger is surreptitiously ferocious.
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Tuesday, October 05, 2010
Gold's Upside Assault on Japan's Renewed ZIRP / Commodities / Gold and Silver 2010
Spot gold prices rocketed again in overnight trading, reacting to Bank of Japan's renewed ZIRP as a cue to investors to get out of very low or no rate of return investments into riskier ones! Gold certainly qualifies and also satisfies the desire to protect against an inflationary shock that likely is the light at the far end of the "tunnel," as well as against domestic and global political instability.
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Tuesday, October 05, 2010
Gold and Silver Jump Again as Fed Threatens to Print Money / Commodities / Gold and Silver 2010
THE PRICE OF SILVER and gold bullion leapt overnight in Asian and early London trade on Tuesday, hitting new highs vs. the Dollar as world stock markets also rose on fresh promises of quantitative easing on either side of the Pacific.
Both the central banks of Australia and Japan defied analyst expectations – and Asian Gold Dealing "finally saw a little volatility" said one Hong Kong dealer – by failing to raise and by slashing their interest rates respectively.
Tuesday, October 05, 2010
Gold's New Record Highs on BOJ's Buying Assets and Zero Interest Rates / Commodities / Gold and Silver 2010
Gold rose in all currencies and rose 1% to new record dollar highs (nominal) at $1,327.90/oz this morning. The Bank of Japan pledged to pump more funds into the struggling economy and keep rates "virtually at zero". This surprised markets and given that the Federal Reserve and other central banks look set to soon provide fresh injections of economic stimulus is leading to demand for gold as a store of wealth.
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Tuesday, October 05, 2010
Jim Rogers Sees Gold Cross $2,000, and My Contrarian View on Silver / Commodities / Gold and Silver 2010
In an exclusive interview with CNBC on Monday, Oct. 4, Jim Rogers talks about commodities, bond and the currency market.
Commodities to Outshine Stocks and Bonds
Because of the global central banks’ money printing express, Rogers says commodities will outperform equities regardless if the economy recovers or not. However, not all commodities are created equal, he points out in the case of aluminum, whose price is lagging mostly due to the increased capacity in China.
Tuesday, October 05, 2010
Gold and Silver Mining Investment Plays / Commodities / Gold and Silver 2010
Some people speak softly and suppress their opinions. Newsletter Writer Byron King is not one of those people. "We have to quit screwing around. We have to get back to basics, back to capital investments and making things—important things. Great countries mine metals and minerals," he says. In this exclusive interview with The Gold Report, Byron shares several precious metals companies that are making important things and some juniors that are well on their way.
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Monday, October 04, 2010
The Fed Is Selling Paper Gold And Buying Physical Gold / Commodities / Gold and Silver 2010
[the good ole ‘American way’ – through proxies] A couple of weeks ago, I pitched an idea to some associates of mine who are involved in SERIOUS [tonnage] PRECIOUS METALS procurement – physical metal only – let’s just say HUGE money. I asked them if they would be interested in purchasing an “option” – cash up front - for the exclusive rights [first right of refusal on off-take] of a gold producer [miner] for a set number of ounces for 3 – 5 years “at the market” – using LBMA pricing [a.m. / p.m. fixes] in the future. The answer I got back from my associates was “show us a terms sheet, we definitely have interest”.
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