Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, December 25, 2009
Global Food Crisis 2010 Means Financial Armageddon / Commodities / Food Crisis
If you read any economic, financial, or political analysis for 2010 that doesn’t mention the food shortage looming next year, throw it in the trash, as it is worthless. There is overwhelming, undeniable evidence that the world will run out of food next year. When this happens, the resulting triple digit food inflation will lead panicking central banks around the world to dump their foreign reserves to appreciate their currencies and lower the cost of food imports, causing the collapse of the dollar, the treasury market, derivative markets, and the global financial system. The US will experience economic disintegration.
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Thursday, December 24, 2009
Gold Back Above $1,100 for Christmas / Commodities / Gold & Silver 2009
THE PRICE OF GOLD rose back above $1100 an ounce in late Asian trade on Thursday, rising further in London's short pre-Christmas session as world stock markets ticked higher together with US Treasury bonds.
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Thursday, December 24, 2009
Good Time For Investors To Get Back Into Gold And Mining Stocks? / Commodities / Gold & Silver 2009
Please imagine a private room at a posh downtown restaurant. The guest list is invitation only and limited to the wealthiest clients of Bank Edmond de Rothschild, which specializes in private banking and wealth management. Rothschild is legendary with a reputation that has made the name synonymous with banking for several centuries. The family-owned bank has been passed down through generations and kept its reputation and solvency despite political turmoil, wars, persecutions, revolutions and market upheavals. It has done so with what the Rothschilds like to call “instinctive caution.&
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Wednesday, December 23, 2009
Pockets of Promise in Natural Gas and Crude Oil / Commodities / Natural Gas
Cheap and attractive, especially in contrast to high-priced oil, natural gas holds some appeal for Stansberry & Associates Investment Research founder Porter Stansberry. He's not exactly a hearty bull about it because the supply glut will keep prices depressed. But on the other hand, he definitely likes the looks of natural gas in emerging markets. As for oil, Porter expects it to do very well if inflation follows what he sees as inevitable declines in the value of the U.S. currency. Read on to learn what he describes in this exclusive Energy Report interview as "probably the best opportunity for oil investors in a very long time, maybe 40 years."
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Wednesday, December 23, 2009
Will the U.S. Dollar Rally End the Gold and Silver Bull Market? / Commodities / Gold & Silver 2009
It has become clear to us that the media and so many institutional analysts are going to keep talking the $ up despite the lack of fundamental reasons. We feel that you will benefit most from a look at what lies ahead for the $ and its fundamentals and what could take it higher, if it does rise.
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Wednesday, December 23, 2009
Gold Forecast to End 2010 at $2000 / Commodities / Gold and Silver 2010
THE PRICE OF WHOLESALE gold bullion recovered from a new 7-week low in Asian and London dealing on Wednesday, rising above $1080 an ounce as world stock markets extended their 3-day gains.
"Trading is uneventful with Tokyo out on holiday," said one dealer.
Wednesday, December 23, 2009
Will Gold Bullion Investors Become Enemies of the State? / Commodities / Gold and Silver 2010
According to Adolf Hitler: "Gold in the hands of the public is an enemy of the state."
I wonder what he meant by this? Was Hitler retarded? Did he have a childhood marred by parental beatings with Gold plated items? Why would he say such a thing?
Wednesday, December 23, 2009
Why Gold and Silver Will Be the Next Currency / Commodities / Gold and Silver 2010
In the currency game, only one player has dominated throughout the course of history: precious metals. Over time, fiat currencies lose their worth, as governments inflate the paper through printing and confidence is lost with each recession. This phenomenon was proven in the United States with the Continental currency, which was rapidly inflated to pay for the revolutionary war. Thereafter, the inflated Continental dollar was replaced with hard metals, which retained and actually grew in value from 1774 to the creation of the Federal Reserve Bank in 1913.
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Wednesday, December 23, 2009
China Secures Natural Gas From Turkmenistan, Who's the real winner? / Commodities / Natural Gas
On December 14, 2009, an inauguration took place that deserves more attention than it received because it marks an economic power shift to the benefit of three Central Asian countries and China and to the detriment of Russia . The presidents of China - Hu Jintao , Turkmenistan - Gurlanguly Berdymukhamedov , Kazakhstan – Nursultan Nazarbayev, and Uzbekistan -Islam Karimov, inaugurated the Central Asia–China gas pipeline that links Turkmenistan ’s natural gas fields on the Caspian Sea to the Western Chinese border in the Xinjiang province.
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Wednesday, December 23, 2009
Why Crude Oil Isn’t Safe For Individual Investors / Commodities / Crude Oil
A year ago, I wrote an essay titled, “The Most Important Fact to Know About Oil Investing.” The fact I was referring to was that NO ONE KNOWS WHERE OIL IS HEADING.
Of course, I was being somewhat “tongue-in-cheek” with my analysis, but the reality is that oil investing today has virtually nothing to do with fundamentals or reality, and everything to do with speculation.
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Tuesday, December 22, 2009
Brent Cook on Successful Metals and Mining Exploration Investing / Commodities / Metals & Mining
No drill results? No worries. Good geology, good management, a good cash position and a good stock price are good enough to coax renowned exploration analyst (and geologist) Brent Cook into buying junior prospect generators and explorers. He finds his sweet spot being near the top of the batting order. If he waits for drill results to confirm what he expects them to reveal, he may miss the best time to buy. With year-over-year returns on his Exploration Insights portfolio averaging 80%—and one superstar at 10 times that!—Brent's clearly hit a few homers with his strategy. But in this exclusive interview, he cautions Gold Report readers against believing everything you read and hear. He says, "It's really, really critical to evaluate what a company's telling you."
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Tuesday, December 22, 2009
Gold Being Driven Higher by Speculation Not Real Physical Demand / Commodities / Gold & Silver 2009
Over the last two days, we’ve looked at the current Gold bull market from historical and supply/ demand perspectives. Thus far, the data has lead us to believe that Gold has entered a speculative “mini-bubble” phase in bull market.
This scenario can of course change at any time should the public’s demand for physical bullion pick up again. However, until that occurs, Gold is in the same phase that Oil was in 2008: a speculative market in which sharp rallies or corrections can occur at any time.
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Tuesday, December 22, 2009
Gold GLD ETF Heading Down Towards 1-Year Trendline / Commodities / Gold & Silver 2009
The 12% drop in the SPDR Gold Shares (NYSE: GLD) from the Dec 3 high at 119.54 appears to have a bit more downside ahead, towards a confrontation with its 1-year trendline, now in the vicinity of 102.00 into 100.50 -- a support plateau that stretches back to March 2008.
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Tuesday, December 22, 2009
The Real Reason Not to Bet Against Gold / Commodities / Gold and Silver 2010
The much anticipated gold correction hit faster than most expected.
After weeks of eerily consistent gains, gold is now shedding anywhere from $20 to $50 on the down days and struggling to post $10 upticks on short-lived rebounds.
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Tuesday, December 22, 2009
Is Gold Going Higher or Popping Now? Part2 / Commodities / Gold & Silver 2009
Yesterday, we analyzed the current bull market in Gold from a historical context. Right off the bat, we ran into some conflicting issues: from a timing perspective, Gold’s recent run is a little long of tooth, however, from a gains perspective, Gold still looks to have plenty of room to run (during the last Gold bull market, it rallied 750% during its second leg up).
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Tuesday, December 22, 2009
Gold Continues to Fall as U.S. Dollar Rises / Commodities / Gold & Silver 2009
THE PRICE OF GOLD slipped to a new 7-week low for US investors early Tuesday, dropping through yesterday's low at $1090 per ounce as world stock markets rose and government bonds fell.
The US Dollar rose for the ninth time in 13 sessions on the forex market, hitting its best level against the "safe haven" Japanese Yen since the start of November.
Tuesday, December 22, 2009
Did Gold, GLD Just Go Parabolic? / Commodities / Gold & Silver 2009
Apparently one test for a bubble popping is when prices start to go parabolic.
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Tuesday, December 22, 2009
America's Crazy Habit of Turning Corn into Fuel Instead of Food / Commodities / Ethanol
According to a recent Congressional Budget Office report, the increased use of ethanol is responsible for a rise in food prices of approximately 10 to 15 percent.
Why?
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Tuesday, December 22, 2009
Forward in Commodity Trading / Commodities / Commodities Trading
In the world we live in, nothing is easy. No one is spared sorrow, pain, and sometimes anger associated with their mistakes. Lets face it …we all make mistakes. Mistakes in commodity trading are costly. However sometimes it is the best money spent if we learn from them. However…all too many commodity traders do not learn from their mistakes..they make the same ones over and over until they quit with disgust. It does not have to be this way.
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Tuesday, December 22, 2009
Marc Faber and Jim Rogers Bullish on Agriculture Because of Fed Created Disaster / Commodities / Agricultural Commodities
Legendary investors Jim Rogers and Marc Faber have similar outlooks on the financial crisis and the efforts of the Federal Reserve to revive the U.S. economy.
What do they think of the Fed's quantitative easing policy? In a word, it is a recipe for disaster.
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