Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, August 18, 2010

Learning How Delta Creates Profits When Trading Gold Options / Commodities / Gold and Silver 2010

By: Chris_Vermeulen

Last week’s articles focused specifically on the option Greek Theta. This week we will shift gears and adjust our focus on Delta, another fundamental tenet of option trading. The official definition of Delta as provided by Wikipedia is as follows:

Δ, Delta – Measures the rate of change of option value with respect to changes in the underlying asset’s price.

Wednesday, August 18, 2010

Silver, Two of Seven / Commodities / Gold and Silver 2010

By: Richard_Mills

In the time of the ancient Babylonians - long before the periodic table - there were seven sacred metals: gold, silver, copper, iron, tin, lead and mercury.

In Roman and Greek Mythology, the First Age was called Golden, the Second Age Silver. Apollo, the god of truth and light, and teacher of medicine, carried a silver bow.

Wednesday, August 18, 2010

Are Junior Gold Miners Ripe For Takeovers Now? / Commodities / Gold & Silver Stocks

By: Julian_DW_Phillips

The Kinross takeover of Red Back

Recently Kinross made an offer for the shares of Red Back with its Mauritanian gold deposits as the target. The offer made to Red Back was accepted by the shareholders of Red Back, but looked on with skepticism by Kinross shareholders. In the statement made by Kinross, the Directors asked for patience to be shown by their shareholders for around six months. In that time, they expect to reveal more of the extent of the Red Back deposits.

Wednesday, August 18, 2010

New Recovery Highs for Gold GLD ETF / Commodities / Gold and Silver 2010

By: Mike_Paulenoff

Today's early weakness in gold has totally reversed, with the SPDR Gold Shares (NYSE: GLD) pivoting off of 119.00 into a powerful rally to new recovery highs at 120.51 so far.

Wednesday, August 18, 2010

Gold Rally Stlls But Investment Demand Remains Strong / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD held in a tight range around $1225 an ounce early in London on Wednesday, little changed by a drop in commodity prices and the first fall for a week in European equities.

Government bond prices rose, pushing 30-year German Bund yields down to a record low of 2.97%.

Wednesday, August 18, 2010

Gold Has Marginal Falls on Low Volume Trading and Profit Taking / Commodities / Gold and Silver 2010

By: GoldCore

Gold fell to $1,220/oz per ounce in early European trade before bouncing. It is now trading at $1,223/oz and has thus given up some of yesterday's small gains as summer trading volumes remain low and traders book profits after the recent rise in gold prices. Investors remain risk averse as seen in weakness in equity markets and the safe haven bid for German bunds, Japanese yen and US Treasurys (despite the dollar coming under selling pressure).

Wednesday, August 18, 2010

Gold, The Enemy of Currencies / Commodities / Gold and Silver 2010

By: Miles_Banner

Last week saw gold prices rise despite deflationary fears.

Taking a look at the chart below we can see the gold price in US dollars has traded in a narrow range since May. This is despite the dollar declining for much of that time, see chart further below.

Wednesday, August 18, 2010

Gold and Other Investor Protections Against a Double Dip Recession / Commodities / Gold and Silver 2010

By: Money_Morning

Jason Simpkins writes: The last time the U.S. economy suffered through a double-dip recession, this country was struggling to overcome the fallout from an Arab oil embargo, Vietnam War-era deficits, and an inflationary spiral that just wouldn't let go.

That 1981-82 double-dip downturn - the result of an economic "shock treatment" aimed at curing those ills - consisted of two recessions that were separated by a single quarter of growth.

Wednesday, August 18, 2010

Silver Price Trend Update / Commodities / Gold and Silver 2010

By: Bob_Kirtley

We kick off with a light hearted review of silver taking a quick look at the chart for silver prices where we can see that they have been consolidating nicely over the last three months or so. The technical indicators are more or less in the middle of their respective ranges and as so have room to move higher. As we see it this current set up bodes well for silver to make some real progress from now through until January 2011.

Tuesday, August 17, 2010

Silver Stocks Offer Value / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

In our last editorial we showed a few charts of our junior gold and junior silver indices.

Gold has moved well past its 2008 high and the same has happened with our junior gold index. Silver, at its recovery peak was within 7% off its 2008 high while our junior silver index was 25% off its 2008 high. While the junior silvers have recovered, they have lagged both the junior golds and Silver.

Tuesday, August 17, 2010

They Died Before the Oil Ran Out / Commodities / Crude Oil

By: OilPrice_Com

There is an open secret in the oil industry that dare not speak its name: peak oil.

Well, two did speak its name and gained no acclaim for it. One, M. King Hubbert, died years ago. The other and the most controversial, Matthew Simmons, died at his Maine summer home Aug. 8.

Tuesday, August 17, 2010

The Shine Comes Back to Gold / Commodities / Gold and Silver 2010

By: INO

We have had a number of folks on our blog asking us about upside targets in the gold market.  Hopefully this short two minute video will answer those questions.

Tuesday, August 17, 2010

China Becomes Largest Global Energy Consumer / Commodities / Energy Resources

By: Joseph_Dancy

Since the early 1900’s the U.S. has been the world’s largest energy consumer and the world’s largest auto manufacturer. It took a century to accomplish, but last year China knocked the U.S. from its perch as the world's largest auto market. Last month the International Energy Agency claimed China’s total energy usage exceeded the U.S. for the first time last year – making China the world’s largest energy consumer.

Tuesday, August 17, 2010

What's Really Driving the Gold Price Now? / Commodities / Gold and Silver 2010

By: Julian_DW_Phillips

At the moment, it appears that the gold price is being linked to the state of the global economic growth or lack thereof. Is it? Or are there other factors that contribute to the rise in the demand for gold? A look at the different types of demand gives us perspective on the real influences on the gold price.

Tuesday, August 17, 2010

Hedge-Fund Giants Buy Gold to Hedge Against Inflation / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD touched a new 7-week high of $1228 per ounce on Tuesday morning in London, rising for US investors as world stock markets crept higher and the Dollar fell against both the Euro and Yen.

Crude oil slipped towards a five-week low, but new data showed US factory-gate inflation jumping from 2.8% to 4.2% year-on-year last month.

Tuesday, August 17, 2010

China Causes Gold Prices to Spike, How to Profit? / Commodities / Gold and Silver 2010

By: Money_Morning

Martin Hutchinson writes: When recently gold sold off and fell as much as 8% below its record high level of $1,260 an ounce, investors had to be more than a little concerned.

With the huge debt loads top world economies have taken on to rebound from the worst financial crisis since the Great Depression, investors have grabbed onto gold as the best way to hedge against the inflation and other financial calamities they felt were certain to come. So far, those calamities haven't materialized.

Tuesday, August 17, 2010

IMF Gold Sales and the US Government Bubble / Commodities / Gold and Silver 2010

By: David_Urban

The continuing sales of Gold by the IMF and the emerging bubble in the US Government set the stage for the next move higher in late 2010/early 2011.  Until then investors should pay close attention to the charts and wait for opportunities to add to gold positions while these stories play out in the market.

Monday, August 16, 2010

Gold Still Burns Bright / Commodities / Gold and Silver 2010

By: The_Gold_Report

Sprott Asset Management's Chief Investment Strategist John Embry loves to talk gold. And we love to listen. We thought you might, too, because he's always long on opinion and predictions. John envisages that the "extraordinarily painful" economic times ahead will ultimately lead to a new currency backed by, of course, gold. In the meantime, John suggests you "protect yourself" from downside risk by shifting 25% of your portfolio to precious metals. In this exclusive interview with The Gold Report, John even proffers some names to help you bulk up.

Monday, August 16, 2010

Soaring Wheat Price Lifting the Whole Global Grains Market Higher / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

Chart below of the Agri-Food Price Index makes a very clear statement on the state of Agri-Food prices. Index continues at a new cycle high. Versus the all time high of 2008, it is down only 3%. Those results compare more than favorably with the dismal results of the U.S. equity markets.

Monday, August 16, 2010

All That Glitters is Gold / Commodities / Gold and Silver 2010

By: Aden_Forecast

It was another action packed month. The volatility never seems to end, at least that’s the way it’s been for many months now… actually, for the past few years.

The markets have essentially been reacting to the news of the day for what seems like ages. When the news is good, they rise. When it’s bad, or perceived to be bad, the markets get nervous, they become vulnerable and they decline. And investors simply don’t know what to do. They’re still edgy and uncertain. And as long as this continues, the entire outcome could go either way….