Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
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.
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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….
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Monday, August 16, 2010
Smoke From The Copper and Gold Markets / Commodities / Commodities Trading
By: HRA_Advisory
The dollar denominated copper price benefited from a Euro recovery beginning in mid July. Other base metals also gained from the falling Dollar. Traders had become more cautious about gold after its long uptick, but some greater comfort with the economy after Europe managed to push back from the brink also helped the brief move into base metals. However, internal fundamentals are also playing a role copper’s price move.
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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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