Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, October 02, 2008
Resolve the Credit Crisis by Recapitalising the Banks with Gold / Commodities / Gold & Silver
By: Professor_Emeritus
Privatising profits, socializing losses (The Gold Standard Strikes Back... Part 2)
The 0.7 trillion dollar bailout plan of Treasury Secretary Paulson must be seen for what it is: a scheme to privatize profits while socializing losses. The scare tactics with which he was trying to railroad it through Congress has failed and the world is better for it. The malady has to be diagnosed properly. I summarize the popular diagnosis in five points.
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Thursday, October 02, 2008
Gold Awaits US Bail-Out Final Approval / Commodities / Gold & Silver
By: Adrian_Ash
THE PRICE OF GOLD sank 2.1% Thursday morning in London, dropping to a two-week low near $850 an ounce – the very peak of gold's last bull in Jan. 1980.
Asian stock markets closed the day lower, while European shares gave back an early rally despite the overnight vote in Washington supporting the $700 billion bail-out for banks.
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Thursday, October 02, 2008
Central Banks Starting to Buy Gold? / Commodities / Gold & Silver
By: Mark_OByrne
Gold rose yesterday despite continuing dollar strength and falling oil prices ( gold closed at $880.80 up $6.80 while s ilver closed at $12.71 up 53 cents ). Once again in after hours trading there was determined selli ng which pushed the price as low as $862/oz in Asia prior to rallying in early European trade to over $870 /oz.Read full article... Read full article...
Thursday, October 02, 2008
How to Ride the Coming Precious Metals Rally / Commodities / Gold & Silver
By: Money_and_Markets
Sean Brodrick writes: Global markets are whipsawing right now as the Federal Government tries to put out a fire in the credit markets with a flood of liquidity. But the rescue plan is failing. As a result, credit markets are spiraling into a deep freeze, threatening to destabilize the U.S. dollar.
Investors are running for cover ... because it sure beats jumping out the windows. Cash is good, to be sure. But if you're looking for your own golden parachute, consider my favorite yellow metal.
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Wednesday, October 01, 2008
Crude Oil Rally Fails / Commodities / Crude Oil
By: Mike_Paulenoff
Crude oil prices are down about 7% from the intraday high and point towards a retest of the September lows at 93.36 and 90.50 next. Let's notice that yesterday's rally and today's initial attempt at extending yesterday's rally failed right at the sharply declining 20 DMA, which also represents the mid-point of the (width) of the declining Bollinger Bands. This is classic action: in a bull market, pullbacks find support at the rising 200 DMA, while in a bear market rallies fail and reverse to the downside from the declining 20 Day -- as is the case right now. I expect oil prices to plunge through the September lows on the way $80 next. Lower oil equates to a downside target of 70.00 in the US Oil Fund ETF (AMEX: USO).Read full article... Read full article...
Wednesday, October 01, 2008
Financial Panic Sees Socialists Fighting to Save Capitalism / Commodities / Gold & Silver
By: Adrian_Ash
THE PRICE OF SPOT GOLD bounced 1.6% from an overnight low of $860 on Wednesday, steadying at $876 an ounce as Western stock markets ticked higher despite a raft of miserable Eurozone data. Crude oil rose back above $100 per barrel, while long-dated government bonds continued to rise in price, pushing yields still further below the rate of inflation.
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Wednesday, October 01, 2008
$700 Billion Banking Bailout Will Drive Crude Oil to $250 / Commodities / Crude Oil
By: Money_Morning
Keith Fitz-Gerald writes: I've been predicting record oil prices for a number of years now, so when crude oil prices recently plunged from their record highs, I warned investors and consumers that the decline was nothing more than a temporary respite.
But now it's clear that the fallout from the $700 billion banking bailout pact will virtually guarantee that my prediction will come true.
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Wednesday, October 01, 2008
Greenspan: Gold is "the Ultimate Form of Payment in the World" due to "Fiat Money in Extremis" / Commodities / Gold & Silver
By: Mark_OByrne
Gold fell yesterday as the dollar rallied ( gold closed at $874.00 down $14.4 0 while silver closed at $12.18 down 75 cents ). In after hours trading there was determined selling which pushed the price as low as $860 prior to rallying above the New York close and as high as over $883/oz. Read full article... Read full article...
Wednesday, October 01, 2008
Will Commodities Recover from the Credit Crisis? / Commodities / Credit Crisis 2008
By: Clif_Droke
“Money is the lifeblood of the economy.” This famous saying is easy enough to remember, yet how much easier is it to forget it when asset prices are pushed to unreasonable extremities. Consumers and investors alike are now being reminded of the veracity of this statement in a big way as the money panic rages on.
The term “credit crisis” can actually be broken down into two separate yet related categories. On the one hand the credit problem is a crisis in confidence. Confidence, after all, is the baseline requirement of any banking system. This is especially true for one as vast and reticular as the U.S. financial system. When confidence is lacking among participants in any credit-based financial system, money will become scarce and if the fear continues long enough, the wheels of commerce will grind to a halt.
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Wednesday, October 01, 2008
Louis James: 'Screaming Buys' Among the Quality Gold Juniors / Commodities / Gold & Silver Stocks
By: The_Gold_Report
The big downhill slide in the junior sector has a real plus side for investors—a bounty of incredible bargains. In this exclusive interview with The Gold Report, Louis James, Senior Editor of Doug Casey's International Speculator, gives us the names of some of his top picks and explains why their prospects are so bright. Read Part I of The Gold Report interview with Louis James, "I'm buying all the bullion I can" , where he describes the currency crisis of historic proportions that is dragging our economy down. Read full article... Read full article...
Wednesday, October 01, 2008
Agri-Foods Mega-trend Gearing Up from Next Bullish Cycle / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
One lesson of last nine years is that listening to Wall Street strategists is harmful to your future wealth. Doing just the opposite of daily hype of the business media is a good way to enhance your future wealth. Many Street strategists missed, for example, the rally in Gold while the stock market has produced really dismal returns. Now again they are attempting to mislead investors. Collapsing Wall Street firms really have very little to do with what happens in the world. Instead, the bail out plan simply diverts capital to more non productive investments. Read full article... Read full article...
Tuesday, September 30, 2008
Gold: Artificial Interference or Market Forces? / Commodities / Gold & Silver
By: Brian_Bloom
Note the gap which manifested this morningRead full article... Read full article...
Tuesday, September 30, 2008
Financial Crisis Worst Case Scenario- How Should I own Gold? / Commodities / Gold & Silver
By: David_Haas
Editor's Note: This article is written to address “worst-case” scenarios that should be considered as part of a comprehensive strategic wealth management plan. The author does not anticipate or predict that any such scenarios would or will materialize. However, planning for the worst while hoping for the best has always been excellent advice in both personal and business strategy and prudent planning may secure options for those who have planned appropriately. While reading, bear in mind that the probability of a worst-case scenario developing is always greater than zero and there are times when such a probability is considerably higher. Current events would appear to be raising the likelihood of financial and societal problems more severe than have been experienced in several generations. Read full article... Read full article...
Tuesday, September 30, 2008
Louis James "I am Buying All the Gold Bullion I Can" / Commodities / Gold & Silver
By: The_Gold_Report
In this exclusive interview with The Gold Report, Louis James, Senior Editor of Doug Casey's International Speculator, describes a currency crisis of historic proportions that is dragging our economy down a dark and treacherous path lit only by the shining star of gold. James expects twists and turns in the precious metals sector and maintains his focus on the long-term bull trend. What stuns him, though, is the fact that Americans aren't "shouting in the streets" in panic now that the dollar is on death row with no pardon in sight. Read full article... Read full article...
Tuesday, September 30, 2008
Gold Holding Up Well Despite US Dollar Strength / Commodities / Gold & Silver
By: Mike_Paulenoff
Strangely, or counter-intuitively, the Dollar has strengthened (vs. the Euro) during a crisis precipitated by a US-derived financial and banking debacle! How could this be the case? Perhaps perceptions have emerged that Europe is in worse shape than the US? Perhaps in spite of everything, the world's investors still need to be in Dollars to access US Treasury paper? Or, perhaps, the Central Banks have coordinated efforts to support the Dollar during this financial panic to avert a Reserve Currency crisis too? Read full article... Read full article...
Tuesday, September 30, 2008
Gold Sharp Drop Amidst Financial Market Turbulence / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES fell sharply early Tuesday, reversing the multi-month highs hit overnight to trade below $881 an ounce as US stock markets bounced hard from Monday's record-breaking collapse – the worst one-day slide since Black Monday 1987.Oil turned higher from this week's 12% loss so far, while the Dollar held steady vs. the Euro and Sterling on the currency market.
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Tuesday, September 30, 2008
Gold at $1125 Per Ounce Now / Commodities / Gold & Silver
By: Neil_Charnock
That is not a miss-quote it is the price of gold in Aussie dollars as I turn on my computer this morning. The worst of our fears have emerged for the financial system and it is too late for blame and I see no point in that anyway. It is not a constructive state of mind and more than ever people need to be constructive in this climate.
I managed to rescue my own father from the crisis only very recently – he refused to listen to me in years past but he did ask me to talk to his “Financial Advisor” to see if Charlie thought my thesis about gold and silver had merit. That was about 4 – 5 years ago. I will put Charlie's reply politely – “time is money and you are wasting mine so go away and stop bothering me”.
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Tuesday, September 30, 2008
Gold Decoupling from other Commodities Hit by Demand Destruction / Commodities / Gold & Silver
By: Mark_OByrne
Gold rose yesterday on bank failures and systemic fears in Europe and after the U.S. Congress voted against the Paulson and Bush bailout plan ( gold closed at $88 8.4 0 up $ 7.2 0 while silver closed at $12.93 down 45 cents ). Subsequently, gold surged in after hours and in early Asian trading rising to over $923/oz.Read full article... Read full article...
Monday, September 29, 2008
Commodities Downtrend Due to Genuine Lack of Liquidity / Commodities / Volatility
By: Captain_Hook
Even some of the most brilliant guys in the business don't get what's happening to the commodity markets right now. They don't get the fact it's not manipulation and government intervention that are causing prices to CONTINUE falling (although a push was provided via intervention), but a genuine lack of liquidity combined with intensifying gambling practices by the general investing population (dip buying is not providing the sentiment washout required to sponsor an enduring rally), that when added together, is producing this ‘lethal move' lower in anything that is commodity related, including precious metals. So you see, manipulation and intervention have little to do with ‘the price of tea in China' at this point past the policy mistake authorities were destined to make all along in triggering a genuine mid-term correction in commodities and precious metals, which was discussed in our last meeting . Read full article... Read full article...
Monday, September 29, 2008
Institutions Dump Stocks for Gold as Confidence in Financial Markets Evaporates / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD BULLION PRICES recovered an early 1% dip vs. the Dollar and leapt against other key currencies on Monday, as a wave of bank failures and emergency rescues across Europe drove Treasury bond prices higher, forcing the yield offered to new buyers still further below the rate of inflation.World stock markets sank, cutting 3% off European blue-chips and driving Tokyo's Nikkei index towards fresh three-year lows, while the price of crude oil slid more than $4 per barrel to $102.70 amid the panic.
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