Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Monday, July 13, 2009
Honest Money Gold & Silver Report- Markets Wrap 12th July 09 / Commodities / Financial Markets 2009
Economy - We recently had a big move up in stocks and commodities from March to June, premised on the thought that the economy was going to get better, which would increase the demand for commodities and improve business profits.
Suddenly, this thesis is no longer embraced by the market, at least for the time being; although it may come back in the near future; perhaps the very near future.
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Monday, July 13, 2009
Precious Metals, Gold and Silver, When Will They Finally Bottom? / Commodities / Gold & Silver 2009
In the recent two Premium Updates I briefly discussed inflation and its effect on gold prices. I showed a chart indicating the massive increase in the amount of money that had been recently pumped into the system. I’ve looked deeper this past week into the issue of inflation researching what some of the smartest people have to say on the subject. There are those, like billionaire investor Warren Buffet, who believe that inflation is inevitable:
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Monday, July 13, 2009
Crude Oil & Energy Update - Video Interview with the CME Group's Joseph Ria / Commodities / Crude Oil
When you hear the news reporters talk about the price of crude oil in the marketplace, they're generally talking about WTI, which is West Texas Intermediate crude oil. It's a very light, sweet crude oil and the highest grade that's out there. Crude oil is based on and priced on the amount of sulfur that's in the oil. It makes it easier or harder to refine base on the amount of sulfur. WTI being the lightest and sweetest, is the highest priced crude oil in the marketplace.
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Sunday, July 12, 2009
Why I'm Happy to Hold Wealth in Gold and Silver / Commodities / Gold & Silver 2009
Chris Weber writes: Now that the first half of 2009 is over, I have to say I'm very happy with the way gold, silver, and platinum have done this year. I've been keeping a large portion of my money in the metals for years.
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Sunday, July 12, 2009
COMEX and Gold Bullion ETF Manipulation, Bill Murphy Grounds for a Class Action Law Suit / Commodities / Gold & Silver 2009
Dear Bill,
The recent article by Adrian Douglas, if true, evidences outrageously unacceptable behavior on the part of all three of the COMEX – which appears to be cheating on its contractual obligations to act as a clearing house – the investment banks which are selling short and have no intention or ability to deliver physical gold as and when deliver falls due and those ETFs which do not have 100% gold backing.
Sunday, July 12, 2009
Gold and Silver Downside Breakout Trend Consequences Analysis / Commodities / Gold & Silver 2009
It seems to have been almost all down hill since I last posted my commentary two weeks ago. Gold and silver bullion as well as stocks have broken on the down side but there is still some life left. Let’s get at today’s assessment.
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Saturday, July 11, 2009
Will Gold have a Role in the New Monetary System? / Commodities / Gold & Silver 2009
The Reserve Currency crisis coming!
After raising the issue of a new global reserve currency and only finding some verbal support from France's President Sarkozy the issue of replacing the $ with another or other currencies was put firmly on the table at the G-8 conference this week. The issue, while acknowledged, was not treated seriously, we believe a major error on the part of the G-8!
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Saturday, July 11, 2009
Deflation or Inflation, Gold is as Good as it Gets / Commodities / Gold & Silver 2009
Deflation or inflation, gold is as good as it gets, according to Jay Taylor. Jay, who developed the J. Taylor’s Gold & Technology Stocks Model Portfolio, has established an enviable track record in the markets. In this exclusive chat with The Gold Report, Jay talks about what economic insights he's gleaned from guests on his radio show," Turning Hard Times Into Good Times,” and how owning gold shares can be advantageous in a deflationary period.
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Saturday, July 11, 2009
Fool’s GOLD Part2 / Commodities / Gold & Silver 2009
In Part 1, I laid out some common sense explanations why gold is best utilized for short-term trading. Furthermore, I emphasized that gold rarely provides a good hedge against inflation. When it does, it’s most often a short-term phenomenon. In Part 2 of this series I’ll demonstrate this.
Let’s begin by looking at a gold price chart from 1975 to 2009. Note that gold prices in this chart have NOT been adjusted for inflation.
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Friday, July 10, 2009
Silver Investing, SLV ETF / Commodities / Gold & Silver 2009
Investment has been a core element of the silver market since its very beginning. For thousands of years investors stored a portion of their wealth in this white metal via such vehicles as ornamentals and jewelry. Silver investment has also been facilitated through a variety of monetary systems. In fact many historians believe this metal was used in the oldest form of coinage.
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Friday, July 10, 2009
Crude Oil Looks Weak, both Technically and Fundamentally / Commodities / Crude Oil
As hyperinflationists scream from the top of their lungs about the rebound in oil prices, others calmly note Japan’s Producer Prices Fell a Record 6.6% in June.
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Friday, July 10, 2009
Gold Falls to Two-Month Low, But Demand Remains Solid / Commodities / Gold & Silver 2009
THE PRICE OF GOLD SLID yet again early Friday in London, recording the lowest AM Gold Fix since 8th May at $910 per ounce, and nearing Wednesday's two-month lows in the spot market at $905.
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Friday, July 10, 2009
Fool’s GOLD Part1 / Commodities / Gold & Silver 2009
“…the U.S. might continue its trend towards inflation merely due to continued high oil prices and weakness of the dollar. And only after some disaster such as a Fannie Mae blowup might deflation appear. Regardless of the magnitude of any economic correction, the next decade or two more will most certainly be characterized by extreme inflation. A severe catastrophe might usher in a deflationary period as an after-effect, but only after inflation has caused significant damage. Thus, the possibility of deflation will most likely be determined by the sequence of events, as well as the extent of the economic correction, while high inflation is a virtual certainty.”
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Thursday, July 09, 2009
Gold, the U.S. Dollar, and the Chinese Yuan / Commodities / Gold & Silver 2009
In late April, a Chinese sovereign wealth fund, the State Administration of Foreign Exchange, announced that China had purchased 454 metric tons of gold over the past six years. Officials indicated that this increase was accomplished by tapping domestic mine supply and refining scrap gold. As China reported gold production of 282 t last year, the reserves have absorbed about 25% of this output since 2003.
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Thursday, July 09, 2009
Oil Companies Investing, Stick with Proven Track Records and Potential for Discovery / Commodities / Oil Companies
From drill rig counts to oil/gas ratios and renewables, Pierce Points author Dave Forest shares his thoughts on the direction the energy sector is headed in this exclusive Energy Report interview. Since predicting commodity prices in the short to medium term is almost impossible, Dave looks for companies with a solid track record and the potential for discovery, which is where the real money investing in the exploration sector is made.
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Thursday, July 09, 2009
Natural Gas ETF (UNG) Spikes Higher to Key Resistance / Commodities / Natural Gas
This morning’s better-than-expected natural gas inventory data spiked the U.S. Natural Gas Fund ETF (NYSE: UNG) from around 12.25 to 12.64 before the buyers ran out of energy.Read full article... Read full article...
Thursday, July 09, 2009
The Dot.Gold Investors Overconfidence / Commodities / Gold & Silver 2009
Projections and guesstimates by various newsletters and analysts where the price of gold will be in 6, 12 and 52 weeks, and various prices where Gold would be "cheap" according to those analysts are quite remarkable. Certainly in most cases not for their accuracy, but for their underlying misconceptions with regard to the movement of commodity-prices in general.
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Thursday, July 09, 2009
Commodites Trading Update, Copper Bears Taking Control / Commodities / Commodities Trading
2009 has seen a good recovery in High Grade Copper, following the serious losses of the previous year. Interesting resistance on the long term chart was recently reached, and we were on the lookout for a pullback phase – it’s underway now.
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Thursday, July 09, 2009
Crude Oil Update - How Low Can Crude Oil Go? / Commodities / Crude Oil
How low can crude oil go?
After trading as high as $73 a barrel, crude oil began to buckle under pressure as the CFTC began to look into position limits that can be held by traders.
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Thursday, July 09, 2009
Gold Weak as Stocks Rally / Commodities / Gold & Silver 2009
THE SPOT PRICE OF GOLD eased back ahead of Thursday's New York opening after recovering half of yesterday's 2.1% losses to the US Dollar and Yen.
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