Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, November 23, 2009

Gold Danger as $1,100 Triggers 34% Drop in Demand / Commodities / Gold & Silver 2009

By: Ned_W_Schmidt

Well, we may have a little deja vu all over again. What is the commonality between oil at $140 and Gold at more than $1,100? The answer is that demand for the oil was declining as oil approached $140, and the same is happening in Gold. From "Gold demand falls 34 per cent in 3rd quarter: World Gold Council," economictimes.indiatimes.com, 20 November, we read:

Monday, November 23, 2009

Two Nickel Explorers / Commodities / Metals & Mining

By: Richard_Mills

As a general rule, the most successful man in life is the man who has the best information

It wasn't so long ago that the base metals were some of the most rewarding markets to be involved in during this commodities bull market. That of course changed drastically when all the base metals were subjected to very large price drops late in 2008.

Monday, November 23, 2009

The Best Energy Investments in the World / Commodities / Energy Resources

By: Marin_Katusa

An interview with Marin Katusa, Casey Research:

In the past three years, Marin Katusa, senior energy analyst at Casey Research, has become one of the most respected and listened-to authorities in the investment advisory business. He spends the bulk of his time on airplanes and in far-off places studying the future of energy... and the best ways to make money from it.

Monday, November 23, 2009

Gold Upside Targets / Commodities / Gold & Silver 2009

By: Mike_Paulenoff

As spot gold hits the next optimal target zone around $1172, let's look at the big picture of the SPDR Gold Shares (NYSE: GLD). The next optimal target zone off the big base formation in the GLD  is 117.00/50. If no profit-taking and/or corrective action occurs in and around 117 (give or take a couple of dollars), then the concept of “vertical blow-off” gets into full swing, with a potential next target of 128-132.

Monday, November 23, 2009

Distorted IEA Oil Reserve Figures Create Biofuel Opportunities / Commodities / Renewable Energy

By: OilPrice_Com

The recent revelations of a International Energy Administration whistleblower that the IEA may have distorted key oil projections under intense U.S. pressure is, if true (and whistleblowers rarely come forward to advance their careers), a slow-burning thermonuclear explosion on future global oil production. The Bush administration’s actions in pressuring the IEA to underplay the rate of decline from existing oil fields while overplaying the chances of finding new reserves have the potential to throw governments’ long-term planning into chaos.

Monday, November 23, 2009

Gold Hits New USD, Euro and GBP Record Highs / Commodities / Gold & Silver 2009

By: Adrian_Ash

THE PRICE OF GOLD rose against all major currencies early Monday in Asia, recording fresh all-time highs against the US Dollar, British Pound and Euro.

This morning's London Gold Fix – used as a clearing and benchmark price, and set today at $1166.00, £702.41 and €778.53 per ounce – stood 293%, 284% and 171% higher respectively from this time 10 years ago.

Monday, November 23, 2009

Gold Surges to Record Nominal Highs in USD and EUR; $1,200/oz Soon? / Commodities / Gold & Silver 2009

By: GoldCore

Gold has rallied to new record nominal highs in dollars with geopolitical concerns about Iran escalating and the dollar falling again. Possibly of more importance are increasing concerns about the unprecedented and huge public debt levels in large industrialised nations and the as of yet remote possibility of sovereign default (there are concerns that sovereign default could, like subprime, be the catalyst for the next stage in the global financial crisis).

Monday, November 23, 2009

Cotton Commodity Bulls Waver At 61.8% Recovery Level / Commodities / Commodities Trading

By: Seven_Days_Ahead

The recovery in Cotton from its Nov-08 low slowed during the summer, at one stage suggesting a reversal was in the offing. However, an Oct break to the upside kept bulls on track for the next upside target around a 61.8% recovery level – and now there are indications that a temporary pullback is due.

Monday, November 23, 2009

Is Gold in a Bubble? / Commodities / Gold & Silver 2009

By: Robert_Blumen

Gold has recently broken out to new highs, topping $1150/ounce. The financial media doesn’t trust this move. Widespread commentary has it that gold is in a bubble. Google reports numerous hits for a search on "gold bubble nov 2009." Financial writer and frequent television guest Dennis Gartman agrees:

"It is a gold bubble and to say otherwise it’d be naïve," Gartman said. He called the trade on the precious metal: "mind boggling and unbelievably crowded," but also said he is currently long – or betting gold will go higher.

Monday, November 23, 2009

Reply To Paul Krugman Attack on the Gold Standard / Commodities / Gold & Silver 2009

By: Howard_Katz

“Selection of gold as our state mineral is acknowledgement of the intimate part it has played in the history of our people and of the fact that mining is a major California economic activity.” Governor Edmund G. Brown, Apr. 23, 1965 (signing legislation designating gold as California’s official state mineral.

Monday, November 23, 2009

Gold, Silver and Crude Oil Out Perform Their Equities? / Commodities / Gold & Silver 2009

By: Chris_Vermeulen

Since the market crash in late 2008 we have seen investors favor quality stocks that pay dividends and have steady earnings. Fast growth companies and equities with physical resources like commodities have also done well.

Let’s examine the monthly charts of gold, silver, oil and natural gas – and observe how they have traded in comparison to their mining equities

Sunday, November 22, 2009

Gold Long-term Elliott Wave Pattern / Commodities / Gold & Silver 2009

By: Ronald_Rosen

SUNDAY SERMON - SIGMUND FREUD (1865-1939) “He was a medical doctor who specialized in neurology.

Freud considered personality to be like an iceberg; most of personality exists below our level of awareness, just as the massive part of an iceberg is beneath the surface of the water.

Sunday, November 22, 2009

Is Investing in Gold Only for Losers? / Commodities / Gold & Silver 2009

By: Merv_Burak

The move in gold since late October cannot be maintained.  Is there a rest or reaction ahead?  Let’s see what the indicators say.

ONLY FOR LOSERS

I read an interesting article in one of the daily newspapers about investing in gold (bullion).  The author made the case that investing in gold is a losing proposition and inferred anyone investing in gold must be nuts.  His basic point was that if you had invested in gold “at the top” in 1980 when it was above $800 and held on to it you would have lost your shirt in the next couple of decades as gold dropped below the $300 mark.  Now, do you see the fallacy in this kind of argument?  There are a couple.

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.