Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, August 16, 2010
Gold and Deflation / Commodities / Gold and Silver 2010
By: Frank_Holmes
I have been speaking and writing about gold’s appeal in a deflationary environment – this is a concept that opposes the conventional opinion that the gold price will not rise without inflation.
Those who cling to that singular gold-inflation relationship have not examined the history of gold as money. Whenever there is substantial inflation or deflation, governments tend to either be too slow to react or they overreact with policies, and this is typically good for gold.
Monday, August 16, 2010
Silver SLV ETF Pushing Against Resistance / Commodities / Gold and Silver 2010
By: Mike_Paulenoff
It is interesting that silver prices and the iShares Silver Trust (SLV) are up nearly 2% this morning, in sympathy with higher gold and a pullback in the dollar, but perhaps most importantly in sympathy with a sharp upmove in the Shanghai Composite Index (+2%), which suggests strongly that China is not slowing down nearly as much as the financial press would like us to believe and could very well become an increasingly supportive factor for industrial (and precious metals).
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Monday, August 16, 2010
Debt Crisis Ignition, Gold Stocks Disaster or Opportunity / Commodities / Gold and Silver 2010
By: Neil_Charnock
Isn’t that funny; everybody is getting risk adverse again - what a surprise. Before I highlight an excellent strategy for US and European investors I need to announce two general warnings about the near future. Markets are currently irrational and dangerous because they have factored in growth based on wrong assumptions. This has recently led to the wrong stance on risk in the global markets as well. We have been warning our Members about this and related issues for a few weeks in our newsletter – ahead of the recent high so they had the opportunity of selling into the strength.
Monday, August 16, 2010
Gold Rallys to Retrace Last Months Sell Off / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD rose to its best level since the start of July in early trading on Monday, rising above $1226 per ounce as world stock markets sagged but commodity prices ticked higher.
Crude oil bounced from a 1-month low, and wheat futures rose again after dipping from this month's near-two year high – sparked by Russia banning exports amid its worst drought in five decades.
Monday, August 16, 2010
Are Gold Stocks Worth the Effort? / Commodities / Gold and Silver 2010
By: Bob_Kirtley
We recently posed this question while while re-assessing our silver portfolio and concluded that we were currently not getting the leverage to the metals that investing in the stocks should return given the inherent risks associated with mining operations.
Monday, August 16, 2010
Hotshot Analysts and Gold Buy Low / Commodities / Gold and Silver 2010
By: Howard_Katz
A word to those looking for financial/economic advice: Buy me at my low.
There are, from time to time on Wall Street, a number of analysts—brokers, mutual fund managers, newsletter writers –who emerge from obscurity to shine brightly. These people are making big profits. Their customers are making big profits. It appears that they have found the secret to the markets.
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Monday, August 16, 2010
U.S. Dollar to Fade As Gold Heads Higher / Commodities / Gold and Silver 2010
By: Bob_Kirtley
One of the key technical signals we were looking for in anticipation of a new major rally in gold was a close above the 50 day moving average. Well, last week gold delivered that signal, twice.
Whilst we still need to see a close above $1220 to confirm this move, we are now very confident that a major rally in gold prices will begin in earnest in the next couple of weeks.
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Monday, August 16, 2010
Gold and Silver, a Pair of Aces for a Winning Hand! / Commodities / Gold and Silver 2010
By: Lorimer_Wilson
Lachlan Rattray writes: “Every portfolio should have a 10% core holding of gold and silver as emergency money” was the simple and timeless message in Glen O. Kirsch conveyed 19 years ago in an article entitled: “What’s in Your Core Holdings?” and such a message is even more appropriate today given the unsettling fiscal, economic and investment environment.Read full article... Read full article...
Sunday, August 15, 2010
Is the Gold Price Rally Based on Any Reality? / Commodities / Gold and Silver 2010
By: Merv_Burak
A small rise in the price of gold this past week continues to get a rise out of the speculators but is it based upon any reality? Are the market action and the fundamentals in sync? I don’t know about the fundamentals but here you get a feel for market action.
Sunday, August 15, 2010
The Recent History Of The Future Of Gold / Commodities / Gold and Silver 2010
By: Henry_Smyth
As the investment manager of a gold fund, I get a lot of questions these days along the lines of where the gold price is going -- meaning in the immediate future -- and/or how high the gold price will eventually go.
I was discussing this phenomenon with my intern, Zeke Brustkern. Zeke has been working with me now for over a year and just graduated with a BA in Economics from my alma mater, New College in Sarasota, Florida. In the course of his work for me, Zeke developed and maintains all of the graphs used on our website, especially in our quarterly investment management discussion.
Sunday, August 15, 2010
Russian Wildfires Highlight the Global Population Growth-Food Supply Crisis / Commodities / Food Crisis
By: Investment_U
Matthew Weinschenk writes: … And a great fire shall consume the land. The crops shall fail. Many acres will lay fallow – and hunger will spread.
That’s not a 2012 end-of-days prophecy. It’s the situation in Russia right now, as the country faces a crisis of biblical proportions.
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Sunday, August 15, 2010
Global Food Prices Hysteria, Hunger and Riots Forecast / Commodities / Food Crisis
By: Pravda
The situation with food prices in the world has been hysterical recently. In Russia, prices on food have already increased considerably as a result of the drought. The Russian government banned the export of crops, which boosted the prices on wheat and resulted in panic comments from Western experts who started predicting global hunger riots.
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Saturday, August 14, 2010
BP Gulf Oil Spill Disaster, Time to Lift the Drilling Moratorium / Commodities / Environmental Issues
By: John_Mauldin
The Gulf Oil Spill Disaster
From Unmitigated Disaster to Merely Disaster
The Corexit Decision
Some More Takeaways
Time to Lift the Moratorium
Getting the Balance Just Right As I mentioned last Monday night in my Outside the Box, I did not make it to Turks and Caicos, but did end up in Baton Rouge for a special seminar on the Deepwater Horizon Gulf oil spill. I have both good news (or maybe more like less-bad news) and bad news. Today's letter is a report on what I learned.
Saturday, August 14, 2010
Gold and Financial Crisis / Commodities / Gold and Silver 2010
By: Clif_Droke
At what point does a market crash translate to a lengthy bear market and/or an economic recession? This question was taken up by a celebrated historian of the early 20th century, one Otto C. Lightner. Read full article... Read full article...
Saturday, August 14, 2010
Crude Oil Prices Fall Below $80 Again as Officials Anticipate Slower Growth / Commodities / Crude Oil
By: OilPrice_Com
Crude oil prices slumped below $80 a barrel again this week as the Federal Reserve and other official forecasters took a dimmer view of the economic recovery.Friday’s closing price for the benchmark West Texas Intermediate futures contract of $75.39 a barrel marked a retreat from the contract’s short-lived foray outside the $70 to $80 a barrel range it has been trapped in for months. Prices fell nearly 7% from last Friday’s close of $80.70 a barrel.
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Saturday, August 14, 2010
Which is Bullish for Gold, U.S. Dollars Rally or Silvers Big Fall? / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
Two weeks ago, we've posted an essay in which we've analyzed i.a. the Euro Index. We've stressed that a slight move lower may be seen in the short-term, which will likely be coupled with a corresponding move higher in the USD Index. This is precisely what we have just witnessed, so without further introduction, we will let you know how low can it take the Euro Index and how big rally could we see in the USD Index. In the latter part of the essay we will provide you with our very-long-term silver chart.
Saturday, August 14, 2010
Gold Best Investement as Global Financial System is Heading South / Commodities / Gold and Silver 2010
By: The_Gold_Report
Midas Letter Editor James West is one of the sharpest minds in the gold business, and he puts his money where his mouth is. He owns gold equities, ETFs, coins and even a share of a private Peruvian mine. "Gold is the best investment at this time," he says, a thesis based on the "counterfeiting" of paper currencies and inevitable collapse of the global financial system. In this Gold Report exclusive, James suggests several ways to profit along the way.
The Gold Report: James, in a recent issue of the Midas Letter you said, "The world, according to gold, is in an absolute mess." We're not in a gold price mania, so how can the world be in an "absolute mess?"
Friday, August 13, 2010
Climb in UltraShort DJ-UBS Crude Oil ETF / Commodities / Crude Oil
By: Mike_Paulenoff
From a near-term perspective, the August advance in the UltraShort DJ-UBS Crude Oil ProShares (NYSE: SCO) has climbed sharply to and actually pierced above its May-August down trendline today at 14.85/90. Perhaps more impressive is that the price structure is consolidating (so far) above the trendline, which is a potentially bullish sign of still more upside directly ahead, that projects to 15.25, and then 16.25/50 thereafter.
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Friday, August 13, 2010
Gold Stocks HUI Bull Market Seasonal Analysis / Commodities / Gold & Silver Stocks
By: Zeal_LLC
Precious-metals stocks really haven’t had a great summer by any means. After rallying initially in June, they started relentlessly drifting lower in July. The net result of this lackluster summer trading is a lethargic drift sideways. Naturally this listlessness has weighed on sentiment among this sector’s traders.
Friday, August 13, 2010
EUA Carbon Emissions Attempts Recovery / Commodities / Commodities Trading
By: Seven_Days_Ahead
After a fresh bull surge in EUA Carbon Emissions in Mar/Apr the subsequent pullback has so far displayed a typical 3-leg structure, with good support recently found from a 76.4% retracement. Bulls must do more to produce a clearer positive picture though.
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