Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, February 05, 2010
HUI Gold Stocks Bullish Technicals / Commodities / Gold and Silver 2010
Over the last couple weeks, gold and silver stocks have been clobbered. The flagship index that tracks this sector, the HUI, hemorrhaged nearly a sixth of its value in just 8 trading days! Frightened traders have been scrambling for the exits, dumping their PM stocks at any price to rush their capital out of harm’s way.
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Friday, February 05, 2010
The Fiat Money Carry Trade to Buy Gold and Agriculture / Commodities / Gold and Silver 2010
Last year it did not matter what you bought, you made money. Today, many are shocked by the drop in stocks, silver and gold. One simple explanation for the drop in silver and gold could be the strength of the dollar. This alone will affect the value of commodities that are priced in dollars. But then, why are agricultural commodities like wheat or soybeans going up? Shouldn´t they also be going down? They are also commodities priced in dollars.
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Friday, February 05, 2010
Gold and Silver Break Bull Market Up-Trend / Commodities / Gold and Silver 2010
THE PRICE OF GOLD slumped to a fresh 3-month low for Dollar investors at the start of Friday's trading in London, bouncing $10 higher to $1060 on news that the United States shed another 20,000 jobs last month.
Analysts had forecast a small increase in non-farm payrolls. The US has now lost 6.5 million jobs since Jan. 2008.
Friday, February 05, 2010
Gold Price Crash on Sovereign Debt Contagion and Economic Growth Risk / Commodities / Gold and Silver 2010
Gold fell sharply yesterday and is trading at $1,052/oz. In Euro and GBP terms, gold is trading at €770/oz and £673/oz. Support for gold is currently seen at $1,025/oz to $1,030/oz and resistance at $1,115/oz.
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Friday, February 05, 2010
Commodities CRB Index Bearish Key Reversal Month / Commodities / CRB Index
After deep losses in the CRB Index in 2008, 2009 was marked by a recovery attempt – and to date it has fallen short of the 38.2% retracement. This has been accompanied by certain bear signs that herald a medium term pullback phase now.
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Friday, February 05, 2010
Gold Posts Biggest One-Day Loss Since 2008 / Commodities / Gold and Silver 2010
You can almost predict the oft-repeated explanations the pundits offer up every time the precious metals behave irresponsibly.
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Friday, February 05, 2010
Emerging Markets' Growth and the Resources and Energy Boom / Commodities / Energy Resources
Specializing in emerging markets, natural resources and global infrastructure, U.S. Global Investors is positioned so perfectly for the times that CEO Frank Holmes might have written its business plan and tag line—"Resourceful Investing for a Developing World"—this morning. All of these arenas of expertise at U.S. Global Investors play powerful but somewhat unpredictable roles in the evolving 21st century worldwide economy. Led by China and India, the emerging markets have placed unprecedented (and growing) demand on natural resources.
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Thursday, February 04, 2010
Gold and the China Commodities Game Changing Action / Commodities / Gold and Silver 2010
Specializing in emerging markets, natural resources and global infrastructure, U.S. Global Investors is positioned so perfectly for the times that CEO Frank Holmes might have written its business plan and tag line—"Resourceful Investing for a Developing World"—this morning. All of these areas of expertise at U.S. Global Investors play powerful but somewhat unpredictable roles in the evolving 21st century worldwide economy. Led by China and India, the emerging markets have placed unprecedented (and growing) demand on natural resources. From gas and oil to copper and zinc, it takes vast quantities of those natural resources to build infrastructure to accommodate explosive growth in population, upward mobility, urbanization and industrialization. So as the other Holmes once said, "The game is afoot." Meanwhile, the developed world can hardly sit by and watch the action from afar. As Frank suggests in this exclusive Gold Report interview, the key to staying in the game—even as the rules are changing—may lie in adapting nimbly and rationally.
Thursday, February 04, 2010
Gold In No Man's Land Ahead of US Jobs Data / Commodities / Gold and Silver 2010
THE PRICE OF GOLD fell further against a rising US Dollar in Asia and London on Thursday, holding steady for Euro and UK investors as global stock markets sagged and crude oil extended yesterday's loss.
Silver erased this week's gains-to-date, trading below last Friday's close of $16.24 an ounce.
Thursday, February 04, 2010
Gold Falls Despite Concerns About Dislocation in Sovereign Debt Markets and Eurozone Contagion / Commodities / Gold and Silver 2010
Gold fell 0.5% yesterday and is trading at $1,102/oz. In euro and GBP terms gold is trading at €797/oz and £696/oz. Support for gold is currently seen at $1,076/oz and resistance at $1,115/oz.
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Thursday, February 04, 2010
Gold, Crude Oil and Stock Market Indexes Trend Analysis / Commodities / Gold and Silver 2010
Stocks and metals have been on a steady rise this week. The US Dollar drifting lower has helped to add fuel to the oversold bounce in equities and metals we are seeing.
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Thursday, February 04, 2010
Silver's Most Important Price Point / Commodities / Gold and Silver 2010
From a seasonal standpoint a case can be made that Gold and Silver usually make a price high this time of the year. Of course with the global situation many feel that the metals will continue higher and the risk is missing the boat ride by jumping out too soon. There is certainly a lot of data that can be construed as inflationary. The question when using fundamentals is always timing. The fundamentals usually do play out at some point. The paradox is of course that if the markets behaved with the fundamentals from a timing perspective then economists would be traders.
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Thursday, February 04, 2010
Gold Patience and the The Delta Story / Commodities / Gold and Silver 2010
Just several months worth of patience and Gold Will Be As Music To Our Ears
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Wednesday, February 03, 2010
Breakdown Of The Gold Market / Commodities / Gold and Silver 2010
A great disconnect exists in the gold market between the exchange futures contract price (the paper price) and the gold bullion paid price for transactions (the physical price). The differential in price is growing wider, enough to place tremendous pressure on the gold market itself. Look not to the gold premium paid for purchases, but to high volume purchases in the tens of million$. In mid-December, almost every demand for gold contract delivery was matched by a cash delivery, complete with 25% bonus premium offered. The officials even produced a new ledger item called 'Cash For Delivery' that was necessary to balance their badgered books. It prompted little attention. Some call it a basic bribe. Others call it a technical default.
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Wednesday, February 03, 2010
The Future Chapter of Investing: Precious Metals / Commodities / Gold and Silver 2010
Slowly but surely, the path to the future of investing is being carved. This time, it isn't equities or debt that is leading the charge; it’s none other than precious metals.
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Wednesday, February 03, 2010
Commodity Ratios, The Investing Truth They Reveal / Commodities / Commodities Trading
As gold prices near new highs, some are calling gold's skyrocket success a bubble. However, informed investors are seeing it differently; gold is not much more expensive than its 1980 levels, even despite runaway growth in the money supply over the past 30 years.
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Wednesday, February 03, 2010
Copper Commodity Market Top? / Commodities / Gold and Silver 2010
Copper, the metal with the Ph. D. in economics, has retreated some 12% over the last 4 weeks. Possible causes include: 1) slowing economic growth; 2) withdrawal of stimulus money worldwide especially in China; 3) supply demand imbalances; and 4) bubble dynamics that has seen excessive speculation in the metal.
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Wednesday, February 03, 2010
Gold and Euro Daily Media Noise / Commodities / Gold and Silver 2010
Five stars, one Dollar exchange rate, and a 51% gain in gold...
"GOLD RETREATS as Dollar gains," says a headline from Dow Jones Newswire.
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Wednesday, February 03, 2010
Gold Technical Turn Bullish / Commodities / Gold and Silver 2010
SPOT PRICES for wholesale gold eased off a new two-week high Wednesday morning in London, slipping back from $1125 an ounce as world stock markets also erased early gains.
Crude oil held onto Tuesday's 3.8% rise. Government bonds ticked lower, nudging interest rates up.
Wednesday, February 03, 2010
Gold Price Bubble, Is George Soros Right or Wrong? / Commodities / Gold and Silver 2010
George Soros has been quoted recently as saying gold is in a bubble. Now that's an interesting comment but based upon what?
Who are we to question the comments of one of the wealthiest men on the planet?
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