Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Sunday, July 04, 2010
Australia Reduces Mining “Super Tax,” Reviving Profitability of Resource Sector / Commodities / Metals & Mining
By: Money_Morning
Australian mining companies declared a huge win today (Friday) when the government announced the proposed mining "super tax" would be reduced, prompting some companies to reactivate shelved projects and reopen merger and acquisition talks.
Saturday, July 03, 2010
Gold GLD ETF Time To Buy? / Commodities / Gold and Silver 2010
By: Guy_Lerner
On Thursday, the SPDR Gold Trust (symbol: GLD), which is the ETF that tracks the performance of gold, saw its worst one day performance since February, 2010. No one would deny that gold is in a bull market, but does this sell off represent a buying opportunity?
Friday, July 02, 2010
Gold Cheap At $1230, Why Wait Untill it Hits $10,000? / Commodities / Gold and Silver 2010
By: The_Gold_Report
Economic rebound? Not with 22% unemployment. Banking reform legislation? Loaded with pork. Bankrupt nations? Rock-solid, lead-pipe cinch. "We need to start all over," says the inimitable Bob Moriarty in this exclusive Gold Report interview. "And in the end, we will." Meanwhile, he's keeping an eye out for the few-and-far-between juniors that manage to get things exactly right.
The Gold Report: Just in time for President Obama to meet with the leaders of the G20 nations in Vancouver over the last weekend in June, Congress finalized a sweeping bill to overhaul the banking system. These reforms are touted as the most ambitious rewrite of financials since the Great Depression. What impact will this legislation have on protecting us against another financial meltdown similar to 2008?
Friday, July 02, 2010
Gold Early-Stage Junior Mining Stocks / Commodities / Gold & Silver Stocks
By: Zeal_LLC
Ahhhh … summer heat, stock-market corrections, and juniors. What more can one ask for to soothe the soul? OK, so perhaps writhing would be more appropriate than soothing. But you know, heat happens every summer, the stock markets were due for a correction (especially after an 80% move higher since March 2009), and junior gold stocks will eventually return to favor.
Friday, July 02, 2010
Gold, Silver, Precious Metals Market Risk Reward Ratio / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
At times daily volatility can cause one to lose the big picture from sight - focusing on trees is ok as far as one doesn't forget about the whole forest. This universal approach can be applied today since we have just seen a massive decline in the prices of gold, silver, and mining stocks. In this case, we would like to provide you with our thoughts on something that might influence the precious metals sector (not every part thereof to the same extent) - the head-and-shoulders formation on the general stock market (charts courtesy of http://stockcharts.com.)
Friday, July 02, 2010
Gold Bounces from "Surprise" Euro-Gold Liquidation, Physical Buying "Strong" Near $1200 / Commodities / Gold and Silver 2010
By: Adrian_Ash
WHOLESALE GOLD rallied in early London dealing on Friday, rising 1.2% from yesterday's sharp drop to 6-week lows and holding steady as new US data showed 125,000 jobs being lost in May, with unemployment standing just shy of 1-in-10.
Friday, July 02, 2010
Gold Suffers Sharp Correction on Fund Liquidation / Commodities / Gold and Silver 2010
By: GoldCore
Gold has bounced after yesterday's 3% fall to $1,206.70 an ounce with traders deeming the sell off overdone and bargain hunters entering the fray. Fund liquidation of equities, commodities and gold amid low volume, thin trading ahead of the holiday weekend contributed to the extent of the sell off yesterday. They will likely be a factor again today as markets await the important nonfarm payrolls data. Analysts expect the employment numbers to disappoint again today and this could lead to safe haven demand as it has done on recent poor employment reports. However, should a poor non farm payroll number lead to a further sell off in equity markets than gold's short term correlation with equities could be in evidence again.
Friday, July 02, 2010
Forget Fiat Currencies, Stabilize Your Investment Portfolio With Gold / Commodities / Gold and Silver 2010
By: LewRockwell
Richard C.B. Johnsson writes: It’s a well-known fact that modern international investing involves a fair amount of volatility and risk. But it seems totally unknown that a lot of this volatility and risk comes from the unit-of-account you are using to record and monitor your investments. You could very well avoid this, thereby reducing volatility and risk. Here’s a basic do-it-yourself-guide.
Friday, July 02, 2010
Gold Quarterly Bullish Trend / Commodities / Gold and Silver 2010
By: INO
The gold market has had a lot of publicity and been under intense scrutiny lately as investors, both conservative (Glenn Beck) and liberal (George Soros), are weighing in and recommending a position in gold.
Friday, July 02, 2010
Strong Coffee Rouses Market Bulls from Slumber / Commodities / Coffee
By: Seven_Days_Ahead
Until recently the 2010 price action in ICE Coffee was relatively uninteresting, with bears looking a real threat. However, the recent surge upwards has brought the chart to life, with the probability of higher values to come.
Friday, July 02, 2010
Double Dip Recession Consquences for Gold and Silver / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
Mr Bernanke and his close allies at the Fed in Washington are worried by signs that the U.S. recovery is running out of steam. The ECRI leading indicator published by the Economic Cycle Research Institute has collapsed to a 45-week low of -5.7 in the most precipitous slide for half a century. Such a reading typically portends contraction within three months or so. Today we saw the sad employment and housing figures appearing to add to this picture.
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Thursday, July 01, 2010
The Hungry Dragon: China's New Crude Oil Market / Commodities / Crude Oil
By: Marin_Katusa
By Marin Katusa, Chief Investment Strategist, Energy Division writes:
If you ever happen to eavesdrop on a conversation between energy investors, two words are sure to crop up – China and oil. Usually, they’re used together and usually, it’s about China’s increasing presence on the global oil scene.
Thursday, July 01, 2010
Central Banks Pushing Up the Gold Price / Commodities / Gold and Silver 2010
By: David_Galland
By David Galland, Managing Director, Casey Research writes: For some years now, Doug Casey has gone on record with his view that we’ll know the gold bull market is really picking up steam when central banks stop selling their reserves of gold and begin buying the stuff.
Thursday, July 01, 2010
Asian Stampede Into Gold Safe Haven Hedge Against Government Debt Devaluations / Commodities / Gold and Silver 2010
By: Gary_Dorsch
What’s behind the Global Flight into Gold?
The value of Gold has been subject to intense debate for centuries. Nathan Mayer Rothschild was once the richest man in Britain and probably in the world. In 1840, his company, - NM Rothschild was appointed as the bullion broker to the Bank of England and went on to operate the Royal Mint Refinery in 1852. When asked what the value of the barbaric metal was worth, Nathan used to reply, “I only know of two men who really understand the true value of gold – an obscure clerk in the basement vault of the Banque de Paris and one of the directors of the Bank of England. Unfortunately, they disagree.”
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Thursday, July 01, 2010
Gold Falls with Dollar But "Way Under-Owned" as Euro LIBOR Rates Rise / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD fell hard alongside the Dollar early Thursday in London, dropping to $1235 for US investors but losing more than 2% vs. the Euro as the single currency jumped on the forex market.
"Gold was [already] weakened by sporadic selling from Chinese dealers," says one Hong Kong trader in a note.
Thursday, July 01, 2010
Gold 2010 YTD Up 13% in USD, 19% in GBP and 24% in EUR / Commodities / Gold and Silver 2010
By: GoldCore
Gold rose again yesterday in dollars and other currencies, especially sterling which fell against nearly all currencies (see chart below). Gold is currently trading at $1,244/oz and in Euro, GBP, CHF, and JPY terms, gold is trading at €1,008/oz, £830/oz, CHF 1,328/oz, JPY 109,574/oz respectively.
Thursday, July 01, 2010
‘New’ Energy Sector Windfall Profits for Investors, Energy Independence for U.S. Economy / Commodities / Energy Resources
By: Money_Morning
William Patalon III writes: The BP PLC (NYSE ADR: BP) oil spill has been a wakeup call for energy-sector regulators. But it's been an even bigger wakeup call for investors.
Years from now, investors will look back at this period as a turning point - the start of the greatest profit opportunity of this generation. And that's not all. The post-oil-spill period will go down in history as the period during which the United States was finally able to break its dependence on foreign oil, says Dr. Kent Moors, a career energy-sector consultant who works with governments and corporations throughout the world.
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Thursday, July 01, 2010
Gold Heading for $2000+, Hunting for Gold Mining Stock Treasures / Commodities / Gold and Silver 2010
By: The_Gold_Report
Financial Commentator and Market Analyst Peter Grandich, who sees no end in sight to the "mother of all gold bull markets," expects the price of the yellow metal to climb past $2,000+ before the ride eventually comes to an end. But while gold has been riding high, its glitter isn't blinding Peter to the opportunities others may be overlooking. In this exclusive Gold Report interview, he shares some of his favorite gold juniors, as well as a mix of players in the cobalt, lithium, uranium and iron ore niches.
The Gold Report: Peter, you accurately forecast the market crash of 1987, the peaks of 2000 and 2007 and the bottom in 2009. Where is this volatile market headed now?
Wednesday, June 30, 2010
Gold Market Trend Review, The Bull Bear Debate / Commodities / Gold and Silver 2010
By: JD_Rosendahl
There’s a lot of buzz about whether the gold market continues higher, or whether it’s time for a correction. The short answer is both are still a viable option.
Below is the daily chart of GLD. It’s grinding higher within a narrowing band of resistance and support trend lines. It looks tired based on divergences on both the RSI and MACD.
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Wednesday, June 30, 2010
Is the Gold Bull Market Complete? / Commodities / Gold and Silver 2010
By: Ronald_Rosen
Is it conceivable, is it even possible that the gold bull market is complete, finished, and over for this cycle? This REPORT presents evidence that suggests we maintain a cautious attitude towards the gold complex. We know that gold bugs rant and rave about the price exceeding $3,000, $6,000, and now $10,000 an ounce. However, there may, at the very least, be somewhat of a delay and decline before the price of gold reaches those levels (if ever).