Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Monday, April 12, 2010
Gold Prices Move Higher As The European Union Dithers on Greece Debt Crisis Bailout / Commodities / Gold and Silver 2010
We’ll kick off with a snippet from The Economist in an article they published entitled: ‘The Wax Melts’ dated 8thApril 2010:
GEORGE PAPANDREOU may have spoken too soon. On April 6th, just three days after the Greek prime minister claimed “the worst is over,” the yield on Greek ten-year government bonds leapt from 6.5% to above 7%. Yields remain at alarming levels, rising above 7.5% at one point on April 8th.
Sunday, April 11, 2010
How to be Disciplined Trading Gold with Cycles Analysis / Commodities / Gold and Silver 2010
Trading can be a lot of fun and profitable or a nightmare and very costly. It really just comes down to understanding the key areas, which will make or break your trading.
I have received a few emails asking me to explain more about how I stay disciplined, making sure my emotions don’t get the better of me. Some questions asked are:
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Sunday, April 11, 2010
Gold on a Tear Heading for a Test of All Time High / Commodities / Gold and Silver 2010
It’s been a good week for gold, actually a good two and a half weeks. Gold looks to be on another tear and is heading to test December’s high. I’d give it about two weeks to get into new highs otherwise the trend may stall.
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Sunday, April 11, 2010
One of the World's Biggest Oil Producers Is Going Bust / Commodities / Crude Oil
"What this means is that we require, in one way or another, the collaboration of other companies on an international level precisely in order to recuperate our levels of production."
From time to time, my job as a resource stock analyst means I get to act as "BS interpreter."
Sunday, April 11, 2010
Is Green Energy Credible / Commodities / Renewable Energy
THE CONFUSED BACKGROUND
Since about 2005, political leaderships and corporate deciders in the big oil importer countries, mainly but not exclusively the OECD group, have continually raised the scale for energy transition away from fossil fuels. This is usually set by targets for cutting CO2 emissions from fossil fuels, rather than targets for substitution or replacement, or reduction of current or future commercial energy consumption.
Sunday, April 11, 2010
High Inventories Keep Crude Oil Prices from Advancing on Week / Commodities / Crude Oil
Crude oil prices ended the week virtually unchanged from a week ago as optimism about demand warred with trepidation about historically high inventories in both crude oil and gasoline.Read full article... Read full article...
Sunday, April 11, 2010
The Golden Rule: Safe Strategies of Sage Investors (John Wiley & Sons) / Commodities / Gold and Silver 2010
The Golden Rule: Safe Strategies of Sage Investors aims to become the definitive source for independent investors wanting to know how to effectively invest in gold. The book contains contributions from 24 leading gold experts.Read full article... Read full article...
Saturday, April 10, 2010
Nord Stream Natural Gas Pipeline Conquers Europe / Commodities / Natural Gas
Dmitry Medvedev will attend the ceremony to celebrate the beginning of the construction of the Nord Stream pipeline in the city of Vybord. Officials representing other countries in the project will take part in the event too.
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Friday, April 09, 2010
Rare Earth Investment Opportunities / Commodities / Resources Investing
New technologies are pushing up the demand for rare earths. Steve Palmer, president and CEO of AlphaNorth Asset Management, says the rare earth space is currently his favorite place to invest in the resource sector. In this exclusive interview with The Gold Report, Steve also talks about where he sees the markets headed in 2010, and shares how he tries to limit the downside when investing.
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Friday, April 09, 2010
Gold and The General Stock Market - Rallying or Topping? / Commodities / Gold and Silver 2010
In the March 31st 2010 commentary, we've analyzed the general stock market along with the price of gold, and one of the things that we wrote was that a significant decline is not very likely at this point and the general market could rally further.
This is what we've seen since that time, but stocks have been recently rising on a relatively low volume, so you might wonder if it made us change our mind as far as the situation on the general stock market is concerned, and how it would affect the PM sector.
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Friday, April 09, 2010
Why Are Silver Sales Soaring? / Commodities / Gold and Silver 2010
Jeff Clark, Senior Editor, Casey’s Gold & Resource Report writes: The U.S. Mint just reported another record, but this time it wasn’t for gold. The Mint sold more Silver Eagles in March and in the first quarter of the year than ever before. A total of 9,023,500 American Silver Eagles were purchased in Q110, the highest amount since the coin debuted in 1986.
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Friday, April 09, 2010
Fiat Money Destined to Lose Against Gold / Commodities / Gold and Silver 2010
With Euro-rates stuck near zero, which currency will be next on the right-hand side of XAU...?
FOR THE FIRST five years of its life, the European single currency was as good as gold, at least as far as the gold market was concerned.
Friday, April 09, 2010
Silver's Surges 10% in 2 Weeks - Near Record in Euro Terms / Commodities / Gold and Silver 2010
Gold climbed steadily to as high as $1,153.70/oz in New York before reverting slightly to close unchanged for the day. It has risen from $1,150/oz to $1,158/oz in Asian trading this morning. Gold is currently trading at $1,157/oz and in Euro and GBP terms, gold is trading at €864/oz and £753/oz respectively. Gold and silver have given up some of their earlier gains as the dollar rose and then fell today.
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Friday, April 09, 2010
New Chinese Gold Market / Commodities / Gold and Silver 2010
We were going to post a piece on the dramatically changing COMEX gold market, which will affect the gold price, but decided this piece was more pertinent to the gold price itself. To read about the changes on COMEX you can subscribe at the address above.
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Friday, April 09, 2010
Gold Breaks Higher Targets $1240 / Commodities / Gold and Silver 2010
THE PRICE OF GOLD for Dollar investors touched its highest level in 3 weeks at $1158 an ounce early in London on Friday, rising together with stocks and commodities and setting its fifth record high vs. the Euro in five days.
"Gold looks like a buy given that it has broken through the $1150 topside resistance level," says one bullion-bank's technical analysis, "with $1161 the next major hurdle."
Friday, April 09, 2010
Natural Gas, The Last Cheap Commodity Left / Commodities / Natural Gas
Matt Badiali writes: Your job just got a lot harder.
If you're a commodity investor, you've had a pretty good year. Over the last 12 months, in my S&A Resource Report portfolio, I've recommended 13 stocks that have gained 10%-99%, three stocks that have gained 100%-200%, and one stock that's up an incredible 460%.
Friday, April 09, 2010
Gold Bull Market is Back in Play / Commodities / Gold and Silver 2010
The Macro Trader’s view:
Our views on Gold have been well aired over the months, if not years. We are long-term bulls. But the market has suffered several steep and often protracted corrections that have on occasion endured for months.
We judge the market is currently in such a phase, but shows signs that it is now coming to an end. Naturally we expect price action to resolve into a fresh leg of the long Bull Run. But what have been the dynamics behind the market over recent months and why now is it beginning to retest the upside?
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Thursday, April 08, 2010
No Substitute for Crude Oil on the Horizon / Commodities / Crude Oil
While some analysts are touting natural gas as the substitute for oil, BMO Capital Markets' Oil and Gas Analyst Mark Leggett says he doesn't see natural gas replacing oil in the near term. In this exclusive interview with The Energy Report, Mark says that the infrastructure isn't in place to allow natural gas to become a tangible replacement for oil any time soon. Mark is also still a big fan of oil sands projects in Canada and says that production from those projects can help meet the demand for oil in the coming years.
Thursday, April 08, 2010
Gold Stocks Sector Sentiment Update / Commodities / Gold & Silver Stocks
Over the last few weeks we’ve been writing about potential macroeconomic developments, which will drive Gold in the near term and in the years ahead. We thought we’d take a break from that and focus on what we enjoy most: analyzing technicals and sentiment.
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Thursday, April 08, 2010
Gold Strong on Global Fiat Currency Crisis Risk / Commodities / Gold and Silver 2010
Gold climbed steadily to as high as $1,153/oz in New York before reverting slightly to close with a gain of 1.56%. It has since range traded from $1,144/oz to $1,147/oz in Asian trading this morning. Gold is currently trading at $1,145/oz and in euro and GBP terms, gold is trading at €861/oz and £755/oz respectively.
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