Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, July 07, 2010

Gold and Silver - Will They Protect You? / Commodities / Gold and Silver 2010

By: Mac_Slavo

Wild predictions for the future price of gold and silver abound. For investors, watching our current crisis play out in slow motion relative to multi-year trends can be excruciatingly difficult.

Take, for example, those who invested in precious metals prior to the 2008 stock market and commodities implosion. Many took the advice of gold bugs like Peter Schiff, and had they bought in the first half of 2008, by November of the same year they would have seen their portfolios diminished by roughly 30%; even worse had they bought stocks in gold miners as opposed to the physical metal. Some may have sold and taken the loss, only to see gold rebound to new nominal highs just a year later.

Wednesday, July 07, 2010

Gold and the Impending Death of Keynesian Ideology? / Commodities / Gold and Silver 2010

By: Ned_W_Schmidt

While planning the wake would certainly be premature, perhaps some funeral plans could be considered. Could we possibly be witnessing the impending death of Keynesian ideology? For more than 70 years governments have been controlled by Keynesian ideologists and those that have succumbed to their alchemy. Converting sand into Gold was a dream ultimately discarded as futile.

Wednesday, July 07, 2010

Gold Over-Owned or Over-Reported? / Commodities / Gold and Silver 2010

By: Adrian_Ash

Hey, let's ignore the facts. Just feel the frenzy...!

DID YOU HEAR about the giant gold coin auctioned in Austria late last month?

Wednesday, July 07, 2010

Gold Slips to 6-Week Low as Eurozone Hits "Last Resort" with Gold Swaps / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD bounced from a new 6-week low in London trade Wednesday morning, recovering to $1192 per ounce after two news stories were seen extending yesterday's drop.

First, news broke that central banks – widely assumed to be from troubled Eurozone states – have used a record volume of their gold reserves to raise "gold swap" currency loans from the Bank for International Settlements (BIS).

Wednesday, July 07, 2010

Gold Swap with BIS is Positive for Gold / Commodities / Gold and Silver 2010

By: GoldCore

Risk aversion has returned today with Asian equity indices mostly down and European bourses also under pressure early after the increased risk appetite seen yesterday faded. Equities and commodities surged in value in Asia and European trade yesterday, but Wall Street did not follow through with equities giving up their early gains and ending up marginally. The increased risk appetite saw gold come under pressure again yesterday and once $1,200/oz was breached, gold quickly fell to the $1,190/oz level. Technical damage has been incurred and further falls to support at $1,160/oz seem possible.

Tuesday, July 06, 2010

IMF - BIS Engaged in Gold Swaps to About 380 Tonnes; Organized Looting of Sovereign Wealth / Commodities / Gold and Silver 2010

By: Jesse

These swaps have significance because of the speculation that the public sale of gold by the IMF, which was secretive and selective, was not a legitimate sale to raise funds, but a means of bailing out the bullion banks who had taken gold previously on lease and sold it into the public markets, but were unble to return it because of the tightness of supply in the physical bullion market, increasingly disconnected from the NY based paper market.

Tuesday, July 06, 2010

Why Shale Natural Gas Players Should Invest in GTL (GAS TO LIQUIDS) / Commodities / Natural Gas

By: Submissions

Maninder Singh Batra writes: Shale gas in the past few years , has emerged as a tough competitor to conventional natural gas due to the massive increase in spot natural gas prices and advancement in hydraulic fracturing technology . But lately,since 2009 , there has been a massive decline in the natural gas spot prices(Henry Hub) ,due to massive glut in the natural gas market .

Tuesday, July 06, 2010

Gold and Gold Stocks are the Last Hope for Most / Commodities / Gold and Silver 2010

By: Jordan_Roy_Byrne

Tell this to a baby boomer or a middle aged person and they would be quite skeptical. Their neighborhood financial advisor or planner doesn’t advocate Gold. It is too dangerous. It could drop to $500. Gold stocks? Hell no! After failing to get you out of stocks not once but twice in the last ten years, your advisor tells you its time to play it safe. You need to save more.

Tuesday, July 06, 2010

More Downside for Gold GLD ETF / Commodities / Gold and Silver 2010

By: Mike_Paulenoff

The SPDR Gold Trust (GLD) is down about 6% from its June high at 123.50/52, and down about 2% from its violation of key near-term support at 119.03. As we noted to subscribers late last Thursday, a break of that support level will argue that the GLD is entering a long liquidation "event."

Tuesday, July 06, 2010

Combating Annuities With Gold, Silver and Oil / Commodities / Gold and Silver 2010

By: Richard_Daughty

People are always writing me and asking questions, which can usually be divided into one of two categories. The first category is the one that I call "Is there something wrong with you that you sound/look/appear so stupid/ugly/weird?" (Answer: "Probably"), and the other, smaller category is the one I call "Other."

Tuesday, July 06, 2010

Gold Adds "Anti-Commodity" to "Anti-Equity" Sticker as Strong Euro Link Returns / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF gold bullion in wholesale dealing drifted lower as US dealers returned from the Independence Day holiday on Tuesday, trading below $1206 an ounce as European rose sharply, recovering one-third of last week's 5% drop.

Government bonds eased back and silver bullion was little changed above $17.80 an ounce, but crude oil crept back above $73 per barrel while the broad CRB commodities index added 0.5%.

Tuesday, July 06, 2010

Gold Tentatively Consolidates Above $1,200/oz on Asian Demand / Commodities / Gold and Silver 2010

By: GoldCore

Increased risk appetite has seen equities in Asia and Europe rally strongly and gold appears to be tentatively attempting to consolidate above support at $1,200/oz. Resistance is at $1,250/oz and the record nominal high of $1,265/oz. Below $1,200/oz gold could fall to support at $1,175/oz and $1,140/oz but gold would be well supported at these levels which would likely see significant physical demand recommence. A fall to such low levels would likely be a paper driven, futures market sell off as physical demand is already being seen at these levels with demand noted in China and especially from Indonesia and Thailand.

Tuesday, July 06, 2010

So Little Gold, Why So Cheap? / Commodities / Gold and Silver 2010

By: Arnold_Bock

Gold, the precious metal most often thought of as money, is in short supply.  In fact, the existing above ground horde is so small one has to question whether it is realistic to think of it as having a serious role as money in the future.  The fact is there just isn’t enough of it and - once institutional and private investors realize that the supply is so disarmingly and alarmingly insignificant - prices are likely to go parabolic.

Monday, July 05, 2010

Rhodium Favorable Technical Conditions / Commodities / Metals & Mining

By: Ned_W_Schmidt

One aspect of Rhodium makes it of special interest, which arises from being the rarest metal. No one seems to be looking for it. If, when looking for something else, Rhodium is found, it is harvested. The rarity of the metal apparently precludes it from existing in sufficient quantity to justify the quest for it. The Rhodium play you are seeking is Rhodium itself.

Monday, July 05, 2010

Gold Sits Tight as US and UK Stocks Form "Death Cross" / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD in wholesale markets held fast to $1210 an ounce in London on Monday, moving in a tighter range than even Asian and European stocks in what one dealer called "totally lackluster" trade.

European government bonds ticked higher as both Sterling and the single Euro currency edged back, nudging 10-year German bund yields down to 2.55%.

Monday, July 05, 2010

New Global Energy Sector Profit Opportunity of Our Lifetime / Commodities / Energy Resources

By: Money_Morning

William Patalon III writes: Oil prices will reach a record $150 a barrel, sending gasoline prices to $3.80 a gallon. Commercial nuclear power is making a comeback - but in "nuclear batteries," instead of in hulking power plants of the past. New global-warming regulations will turn air-pollution credits into financial assets that can trade like stocks or bonds. And China's zooming growth will turn the global energy sector upside down.

Monday, July 05, 2010

Gold Supported by Spectre of Double Dip Recession / Commodities / Gold and Silver 2010

By: GoldCore

Gold has had a quite start to the week trading in a tight range between $1,210/oz and $1,215/oz so far in Asian and early European trading. With the US out for the Independence Day holiday it looks set to be a quite day although low volumes could result in volatility. A close below $1,200/oz could see gold fall to support at $1.185/oz and strong support at $1,165/oz.

Monday, July 05, 2010

Crude Oil $100 Sooner Than You Think / Commodities / Crude Oil

By: Dian_L_Chu

Sentiment in the crude oil market has been quite pessimistic lately after some disappointing economic data fueling fear over the strength of the U.S. recovery, and signs of a possible China slowdown. This is on top of the market distress already exerted by the Europe sovereign debt and banking crisis.

Oil price was down 8% for the week, with the front-month August delivery settled at $72.14 a barrel on the New York Mercantile Exchange.

Monday, July 05, 2010

What’s Next For Gold? / Commodities / Gold and Silver 2010

By: Howard_Katz

This past week was a scary time for gold bugs.  But do not be afraid.  I am going to look into the future and tell you what is next in the gold market.  Last week we studied the art of speculation and concluded that speculation was a zero-sum game.  For every dollar gained, there is a dollar lost.  It is like the neighborhood poker game.  At the end of the evening, the players as a group have the exact same amount of money they had at the beginning.  However, this is not true of each individual player.  The smarter players, who can foresee the future, will win.  The other players will lose.

Sunday, July 04, 2010

Gold Collapsing Right Before Everyone's Eyes / Commodities / Gold and Silver 2010

By: Merv_Burak

Feet on the stool, beer in hand I’m TV watching the Queen in Ottawa (it’s Canada’s birthday after all) how was I to know that gold was collapsing right before everyone’s eyes.  Is this the end of the world as we know it?  Not yet, Obama still has more work to do.