Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Sunday, November 22, 2009

Precious Metals Silver SLV and Gold GLD ETFs / Commodities / Gold & Silver 2009

By: Piazzi

Since the last time I wrote about SLV, silver price has strengthened dramatically and has hit a new high for the year

In that post, I mentioned the overall technical posture of SLV and said

Overall SLV has a positive technical profile, and as long as it maintains its posture, I might be tempted to treat pullbacks as buying opportunities.

Sunday, November 22, 2009

Natural Gas Screaming Long-term Inflation Mega-trend Buy, But UNG... / Commodities / Natural Gas

By: Nadeem_Walayat

This is the second in a series of analysis on the Inflationary Mega-trend that is anticipated to unfold over the next decade. The last article (Deflationists Are WRONG, Prepare for the INFLATION Mega-Trend) concluded that ever escalating debt fuelled stimulus coupled with never ending Quantitative Easing sows the seeds for a building inflationary outlook far beyond the deflationary impact of debt deleveraging as the DEFLATION of 2008 becomes increasingly old news which is evident in the reaction of near across the board asset and commodity prices during 2009 which WILL translate into higher consumer price inflation during 2010.

Sunday, November 22, 2009

Hunting for Golden Resource Elephants in Chile / Commodities / Metals & Mining

By: Sean_Brodrick

Chile is prime hunting ground for “elephants” — large, undiscovered deposits of all sorts of minerals — copper, gold, silver and more. And last week, I visited this supermodel-skinny country, which is 4,022 miles long and an average width of only 100 miles across, on the trail of one of the world’s great undeveloped gold deposits.

Sunday, November 22, 2009

Asia's Rice Culture Threatened / Commodities / Food Crisis

By: Arun_Shrivastava

“Every really successful system of agriculture…..must be based on the long view, otherwise the day of reckoning is certain.” [Sir Albert Howard & Yashwant Wad; The Waste Products of Agriculture; 1931; page 3]

Sunday, November 22, 2009

Gold a Channel Buster or Runaway Parabola? / Commodities / Gold & Silver 2009

By: Clif_Droke

The XAU Gold Silver Index closed 0.84% lower on Friday, Nov. 20, to finish options expiration week at 184.28. The Gold Bugs Index (HUI) was 0.96% lower at 472.64. December gold finished the week at $1,146 while December silver closed the week at $18.44.

Saturday, November 21, 2009

Commodity ETF's Liquidity Flows Creating Gold Buying FeedBack Loop / Commodities / Gold & Silver 2009

By: The_Gold_Report

Today's extraordinary loose monetary conditions are "benefiting hard assets," according to James Passin, co-founder and manager of Firebird Global Fund and Firebird Global Fund II. Surplus liquidity is flowing into ETFs that buy commodity futures and physical commodities, which James says, is "creating a feedback loop" that is driving up the price of resources. James discusses gold's momentum, as well as its associated near-term risks and shares some hot companies and sectors he's following right now in this exclusive interview with The Gold Report.

Saturday, November 21, 2009

What Will Drive the Gold Price in the Days Ahead? / Commodities / Gold & Silver 2009

By: Julian_DW_Phillips

Gold is higher than ever before and is still climbing. Many investors are waiting for a fall in the gold price, because they are looking at the past market shape, that has not factored in the major sea-change in the shape of demand. Even many institutional analysts have not realized just what has happened to the market and turn only to their charts to decipher the next moves. You our subscribers, we hope, have realized from our writing and forecasts that a great deal more is still to come in this gold market in the years to come.

Friday, November 20, 2009

Gold Trend Channel Break OutOut What Does This Mean For You? / Commodities / Gold & Silver 2009

By: Przemyslaw_Radomski

Let me begin this week's essay by quoting a part of last week's update, in which I mentioned that the regular interpretation of the trend channel in gold might be misleading this time:

Still, there is a specific phenomenon in the technical analysis that I've noticed during my observations - when a pattern becomes "evident" so that everyone and their brother sees it and are able to act upon it, the price does exactly the opposite to what it is expected to do. There is a good reasoning for that to take place.

Friday, November 20, 2009

Gold GLD ETF Impact / Commodities / Gold & Silver 2009

By: Zeal_LLC

Five years ago this week, an obscure little ETF called StreetTracks Gold Shares was born.  As the first American ETF enabling stock traders to gain direct price exposure to a physical commodity, GLD was truly revolutionary.  Now known as SPDR Gold Shares, this ETF has proven to be a smashing success.

Friday, November 20, 2009

Gold Investing Expert: Bob Moriarty Goes on Record / Commodities / Gold & Silver 2009

By: Q1_Publishing

We live in a world that is totally insane. We have one US government agency buying worthless paper from another US government agency and the public nods their heads in agreement just as if it makes perfect sense.

It doesn't make any sense at all; it's like taking water from one end of a swimming pool and carrying it down to the other end and believing you are making a difference.

Friday, November 20, 2009

Gold Contrarians Will Get Killed / Commodities / Gold & Silver 2009

By: Jordan_Roy_Byrne

In the last ten years, the financial world has experienced quite a few bubbles. Ten years ago there was the tech bubble. Then the housing bubble. And then the credit bubble. There was an Oil bubble too. With all these bubbles popping up, so to has an increase in bubble calling and contrarian thinking. As a result, sentiment analysis has become more popular.

Friday, November 20, 2009

Gold Hits New UK Sterling High / Commodities / Gold & Silver 2009

By: Adrian_Ash

THE PRICE OF GOLD slipped for the second day running for Dollar investors early in London on Friday, nearing the weekend 1.7% above last week's finish as commodities fell, government bonds rose, and world stock markets dropped.

Gold priced in British Pounds hit a new all-time record at the AM Gold Fix of £690.83 per ounce.

Friday, November 20, 2009

Gold and Silver Set For Parabolic Move Like 1970s? / Commodities / Gold & Silver 2009

By: GoldCore

Gold was unchanged yesterday and remained near record nominal highs as equities fell and the dollar staged a moderate rally. Gold appears to be attempting to consolidate at these higher levels and the unchanged close will encourage the bulls and support is now at $1,130/oz. Gold has moved back up to $1,144.70/oz and remains near record nominal highs in euro and sterling - €770/oz and £690/oz.

Friday, November 20, 2009

Gold’s Evolving Supply and Demand / Commodities / Gold & Silver 2009

By: Miles_Banner

Since 2001 gold has been on a bull run. The gold price has had to factor in the results of the credit crunch for the past 2 years. That means for the previous 6 years gold has been rising independent of the worries of investors looking for safe havens. In that time demand has risen from investors, jewellers and industry.

Friday, November 20, 2009

Gold Steam Roller Running Towards $1300 / Commodities / Gold & Silver 2009

By: INO

The gold market continues to steam roll ahead as it gets closer to our $1,300 target zone.

As we have stated before, gold is in a fully fledged bull market and sharp pullbacks are to be expected. This is not to say the bull market is over; it is more to say that pullbacks should be looked upon as opportunities to add to or initiate new positions.

Friday, November 20, 2009

Betting on Beryllium for the New Nuclear Fuel Technology / Commodities / Energy Resources

By: The_Energy_Report

James Passin, co-founder and manager of Firebird Global Fund and Firebird Global Fund II, in this wide-ranging, exclusive interview with The Energy Report, discusses beryllium and its energy, military and industrial applications, as well as a burgeoning beryllium-uranium mix oxide fuel technology with the "potential to revolutionize nuclear power by creating a safer and more efficient fuel." Admittedly pro-uranium, Passin mentions two uranium miners he likes, and some exciting developments in copper in Mongolia.

Friday, November 20, 2009

Gold as a “Go To” Asset Class / Commodities / Gold & Silver 2009

By: HRA_Advisory

We believe there is room for more gold price gain, near term.   A “true” gold market in which the yellow metal is being treated as an asset class in its own right is building around the uncertainties in other markets.  That is different from recent warehousing cycles when gold moved most strongly during the final up stage of a resource/economic cycle.  This time around gold is being treated as a market and currency hedge, not as a goody bag being handed out at the end of a party.  The most interesting note on that score of late is news from India that October saw a large uptick for buying gold in forms such as bars that are used to invest. 

Friday, November 20, 2009

Commodity Trading Trend Following Advisors 2009 Performance / Commodities / Commodities Trading

By: Andrew_Abraham

We can see that there is still a “red sea” of negative performance in October, both for the monthly and YTD reporting.

Thursday, November 19, 2009

Gold Dip "Offers Buying Opportunity" as Zero Rates Seen Until End-2010 / Commodities / Gold & Silver 2009

By: Adrian_Ash

THE PRICE OF GOLD slipped early Thursday in London, losing almost 2% from yesterday's new Dollar record as global stock markets also fell despite a report from the OECD which doubled 2010 growth forecasts for the world's richest economies.

The US Dollar rose sharply on the forex market, but the drop in gold outpaced the drop in non-Dollar currencies, helping the gold price in Sterling retreat 1.1% from Wednesday's 9-month highs.

Thursday, November 19, 2009

The Dirty Little Secrets of Warrants, Options & LEAPS / Commodities / Options & Warrants

By: Dudley_Baker

With the gold bull market charging firmly ahead perhaps it is time to reflect upon what is actually happening from the perspective of the junior mining sector. 

The first chart below is of the TSX Venture Index showing a great uptrend and looking very strong. The second chart shows us the TSX Venture Index relative to Gold. Wow, what a difference.