Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, June 01, 2009

Investors Rediscover the Commodities Bull Markets / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

May was the month when investors rediscovered both the beauty and the reality of commodity investing. With the fantasy of deflation fading into the background under the deluge of fiat credit by central banks, and in particular the Federal Reserve, commodity prices have been reborn. That renewal of investor interest was fueled by two factors. First, the Obama Regime’s wealth confiscation is to be accompanied by massive political patronage requiring the Federal Reserve to monetize  some two trillion dollars more in debt. Second, that the center of the economic world is not an economy with two bankrupt auto companies and disabled banks, but rather is in Asia where China is creating massive amounts of wealth. 

Monday, June 01, 2009

Stocks and Commodities Markets Retro-inflation Revisited / Commodities / Inflation

By: Clif_Droke

Back in 2001-2002 I used the term “retroflation” in a series of newsletters and articles to describe what I saw as a battle between the forces of inflation and deflation. The Kress 30-year cycle had peaked in late 1999 and with it the 1990s bull market in stocks. The U.S. was in the throes of economic recession and tech stocks were in freefall. Yet the Kress cycles called for a major bottom in late 2002 with the 6-year/12-year cycle bottoming and the Fed was already beginning to aggressive cut interest rates, showing that it was serious about re-inflating the economy.

Monday, June 01, 2009

Gold Jumps Towards $1000 as US Dollar Sinks As Treasury Bonds Tumble / Commodities / Gold & Silver 2009

By: Adrian_Ash

THE PRICE OF PHYSICAL GOLD jumped in US Dollars for the third session running early Monday in London, recording the best AM Gold Fix since Feb. 24th at $987 per ounce.

Stock markets also leapt worldwide – up more than 3.0% in Frankfurt – while commodities added to last month's 34-year record gains.

Monday, June 01, 2009

Bob Prechter: Gold is Still Money / Commodities / Gold & Silver 2009

By: EWI

By Robert Prechter, CMT

The following article is excerpted from a brand-new eBook on gold and silver published by Robert Prechter, founder and CEO of the technical analysis and research firm Elliott Wave International. For the rest of this fascinating 40-page eBook, download it for free here.

Monday, June 01, 2009

Gold, Silver and Crude Oil On Fire! Breaking Out to New Highs! / Commodities / Gold & Silver 2009

By: Chris_Vermeulen

The charts below quickly give you a visual as to where each commodity is trading in relation to intermediate and short term support and resistance levels, chart patterns and trend lines.

Sunday, May 31, 2009

Where Is Silver Heading Next? / Commodities / Gold & Silver 2009

By: Roland_Watson

Excitement has returned to the silver market as the sister metal of gold advances to highs not seen for ten months. Where is silver headed? Will it take out $21 with ease and head onto highs that evoke memories of 1979?

Sunday, May 31, 2009

Either Stocks Will Fall 37% Or Gold Will Rally 60% / Commodities / Gold & Silver 2009

By: Graham_Summers

How’s this for a bubble?

In 1965 one in ten Americans owned stocks. It took 25 years for stock ownership to double. And most of that growth came between 1983 and 1990 with the introduction of 401(k)s, IRAs and other stock-based retirement plans: suddenly anyone with a large scale employer could invest in stocks without having to open a brokerage account.

Sunday, May 31, 2009

Saudi's Say Crude Oil $75 is Fair: Parasite Economics Explained / Commodities / Crude Oil

By: Andrew_Butter

There is a rumor that demand for oil is a function of GDP, therefore when the world economy recovers, demand will go up, so divide that by supply and you get to price.There is only one small little thing wrong with that theory; historically it doesn't work very well.

Rather the other way around, sort of like a 300% increase in price might cause a 5% decrease in demand with a four or five year lag and a 60% decrease in price might give a 10% increase in demand with a four or five year lag.

Sunday, May 31, 2009

Gold Continues its Strong Drive Higher / Commodities / Gold & Silver 2009

By: Merv_Burak

Well, which is the driving force, the U.S. $ plunge or the gold price rise?  Who cares as long as gold is on the rise, right?  There still are a couple of resistance levels for gold to overcome but they may not be all that serious.

Saturday, May 30, 2009

Gold Knocking on the $1000 Door / Commodities / Gold & Silver 2009

By: The_Gold_Report

Gold investors know all too well the psychological importance of $1,000 gold. The yellow metal's been hovering frustratingly near that level for weeks after briefly surpassing it in February. According to John Kaiser, editor of the Kaiser Bottom-Fishing Report, "we're getting very close." In this exclusive interview with The Gold Report, John shares his "modest" price forecast of $1,300 - $1,400 within the next six months and presents strategies for gold companies looking to create value.

Friday, May 29, 2009

Leverage Potential of Many Metals & Mining Sector Warrants Unprecedented / Commodities / Options & Warrants

By: Lorimer_Wilson

Harold Clifford writes: Extraordinary Times Present Rare Opportunities - The 2008 once-in-a-lifetime general stock market meltdown brought panic and forced liquidationto all market sectors, and in particular pummeled junior mining share prices by 80 – 90% or more, creating once-in-a-lifetime values for discerning investors.

Friday, May 29, 2009

Bottoming Consumer Prices and Commodities– Confirmations and Conclusions / Commodities / CRB Index

By: Andy_Sutton

In a mid-February editorial we took a look at some factors that were beginning to confirm one of our proprietary indicators that pointed to a bottoming in consumer prices in December 2008. Writing such an article at the time was a big risk since it flew in the face of a trend that had been firmly in place for the past half-year. The price of nearly everything was falling – or so it seemed.  For those who understand and appreciate the function of money supply in the determination of prices, the article made perfect sense.

Friday, May 29, 2009

Commodities Bull Market Survey / Commodities / CRB Index

By: Zeal_LLC

Last autumn’s stock panic fueled a particularly hard selloff in the commodities sector.  And many folks were quick to proclaim the end of the 21st-century commodities bull.  Indeed nearly all commodities prices were hammered, with some experiencing precipitous declines that were unseen since the Great Depression.

But even at the depths of despair, the secular nature of the commodities bull remained intact.  Late in October, just prior to the panic lows, I wrote an essay that surveyed the commodities sector and supported my conviction that the commodities bull was not over.

Friday, May 29, 2009

Five Reasons To Be Bullish On Gold / Commodities / Gold & Silver 2009

By: Guy_Lerner

Before getting to our analysis, let me first state that I hate snappy titles like the one I have used for this article. You know, "4 Reasons To Be Bullish On Blah, Blah, Blah....". They feel self-promotional and somewhat amateurish to me, and this makes me nervous. I always prefer to be business like in my approach and let the objectivity of my tools (i.e., indicators) do the talking.

Friday, May 29, 2009

U.S. Gold Reserves , Going or Completely Gone? / Commodities / Gold & Silver 2009

By: Rob_Kirby

This past Tuesday evening I found myself reading a snippet from Enrico Orlandini’s, DTAnalysis [DT stands for “Dow Theory”]  - where Mr. Orlandini opined,

"I believe the [U.S.] trade gap will surprise people and continue to shrink and may even turn positive for the first time in decades. Unfortunately, this will only facilitate the flow out of the US dollar and bond and that’s not a good thing.”

Friday, May 29, 2009

Gold Follows Equity Markets Higher / Commodities / Gold & Silver 2009

By: Adrian_Ash

THE SPOT PRICE of wholesale gold jumped for the second day running on Friday – but only in Dollars – reaching its best London Gold Fix since Feb. 26th at $972 an ounce.

Friday, May 29, 2009

Four Easy Ways to Trade Gold With ETFs / Commodities / Gold & Silver 2009

By: Money_and_Markets

Ron Rowland writes: Have you noticed? Gold is starting another run on the $1,000 mark. From April 17 through May 26, gold bullion jumped from $ 867.90 to $953.90 an ounce — a 10 percent gain in less than six weeks. Right now gold may be a little ahead of itself. But I suspect it will be challenging the all-time high of $1,032.70 hit on March 17, 2008, in the near future.

Friday, May 29, 2009

Silver Long Term Trend / Commodities / Gold & Silver 2009

By: David_Morgan

Forgive the generic title, and boring at that, but hopefully the readership of this and other missives penned by this writer will bring this important topic to light. Although I could go on and on about the long-term price forecast for silver, that is not what this week’s article is about.

Thursday, May 28, 2009

The Myth of Government Gold Confiscation / Commodities / Gold & Silver 2009

By: Roland_Watson

Recently I have seen a few articles speculating whether President Obama would decree the confiscation of private gold holdings from US citizens. This is seen as a counter against the perceived inflation surge that many believe will wash over America and the world in years to come as a result of the huge debt load that the credit crunch has instigated. In fact, I have even seen speculations about mining companies being nationalized - even silver mining companies!

Thursday, May 28, 2009

Silver Rally Running out of Steam Time to Lock in Profits / Commodities / Gold & Silver 2009

By: Chris_Vermeulen

The technical outlook on the silver market does not look all that strong when looking from a distance. I like to keep eye on the longer term trend lines for possible support and resistance levels which are easily missed if you only follow the daily charts.