Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, September 09, 2008
Gold Volatility Jumps as Deflationary Depression Battles with Inflationary Bail-Outs / Commodities / Credit Crisis 2008
By: Adrian_Ash
SPOT GOLD PRICES slipped back from an early 1.2% gain in London trade Tuesday, holding in a $10 range below $804 an ounce as Western stock markets added to their "Fannie & Freddie" surge.
Asian stock markets closed markedly lower, however, while Treasury bond prices recovered from yesterday's sharp sell-off.
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Tuesday, September 09, 2008
Gold Trades in Narrow Range Despite Supply Shortfalls / Commodities / Gold & Silver
By: Mark_OByrne
After initial falls, gold has rallied in morning trade in London as the dollar has given up some of its recent sharp gains. Gold's rise comes despite the further fall in oil prices but gold remains firmly in its recent narrow range between $780 and $840.Read full article... Read full article...
Tuesday, September 09, 2008
Physical Gold for Sound Money and Trustworthy Governments / Commodities / Gold & Silver
By: Dr_Ron_Paul
Last week I discussed how sound money contributes to peaceful relationships around the world. It is not gold, in and of itself that excites me, but the many benefits of sound money. Another benefit is financial security.Read full article... Read full article...
Monday, September 08, 2008
Intraday Spot Gold Trading with GLD ETF / Commodities / Gold & Silver
By: Chris_Vermeulen
Today was another one of those great days for a spot gold trade using the free intraday charts by Kitco. I'm not sure if anyone watched the free Kitco 24 Hour Spot Gold Chart which is shown below but I watch it like a hawk. It doesn't take long to get a feel for how gold moves through out the 24hr day. Once you get a feel for it and see the same things happen every week opportunities start to pop up on the radar.Read full article... Read full article...
Monday, September 08, 2008
Driving Forces for Gold for the Rest of 2008 / Commodities / Gold & Silver
By: Michael_J_Kosares
"The next Fourth Turning is due to begin shortly after the new millennium, midway through the Oh-Oh decade. Around the year 2005, a sudden spark will catalyze a Crisis mood. Remnants of the old social order will disintegrate. Political and economic trust will implode. Real hardship will beset the land, with severe distress that could involve questions of class, race, nation, and empire." -- William Strauss and Neil Howe, The Fourth Turning , 1997 Read full article... Read full article...
Monday, September 08, 2008
Gold Battered by Fannie, Freddie Nationalization / Commodities / Gold & Silver
By: Adrian_Ash
THE SPOT PRICE OF GOLD whipped violently in Asian trade on Monday, shooting 1.8% higher after the US government nationalized the massive Freddie Max and Fannie Mae mortgage lenders, before giving back $10 of that move to trade at $808 an ounce by lunchtime in London. World stock markets leapt and government-bond prices fell, meantime, pushing the German Dax index almost 3.4% higher as 10-year Bund yields rose one-tenth of a per cent to 4.10%.
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Monday, September 08, 2008
Nationalisation of Fannie and Freddie is Bearish for US Dollar, US Stocks and Economy / Commodities / Gold & Silver
By: Mark_OByrne
Gold surged at the open in Asia with news of the de facto nationalisation of the US' mortgage giants in what amounts to the largest bailout in world financial history. It has since given up some of these gains in early trading in Europe due to more counter intuitive dollar strength which looks increasingly overbought.Read full article... Read full article...
Sunday, September 07, 2008
Gold & Silver Long-term Bearish Trend Continues / Commodities / Gold & Silver
By: Merv_Burak
Tuesday took all of the steam out of the two week rally but then that was it. The rest of the week was basically a lateral drift. More downside or continued upside? Let's see.
GOLD : LONG TERM The week's activity still did nothing for the long term. The P&F chart continues to be bearish and the indicators are all in the negative zone. On the long term the rating remains BEARISH until some more significant market action takes place.
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Sunday, September 07, 2008
Long-term Crude Oil Price Trend Analysis / Commodities / Crude Oil
By: Richard_Shaw
Where are oil prices going? We don't know. You don't know. Nobody knows. Short-term events could drive oil higher or lower. The current trend is clearly down, but where it stops is not evident.
What is an investor to do? One reasonable thing to do is nothing, if you don't have particular oil exposure, or if you have good yield from oil companies with well covered dividends.
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Sunday, September 07, 2008
Gold Miners Bullish GDX ETF / Commodities / Gold & Silver Stocks
By: Mike_Paulenoff
Although the Market Vectors Gold Miners ETF (GDX) action may not feel like it is at or very near to a significant low, the pattern from the March high at 56.87 into Friday's low at 31.65 (-45%) exhibits pattern, momentum and volume characteristics indicative of an important tradable low, if not a more meaningful low. If my work proves accurate, then the GDX is just beginning a recovery rally to 35.50 in the upcoming days.
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Saturday, September 06, 2008
US Unemployment Report Saves Gold ...but for how long? / Commodities / Gold & Silver
By: Chip_Hanlon
Friday morning's huge surge in jobless numbers has knocked the dollar, thus causing gold to pop up nearly $20 as I write this near the open. The conclusion's simple enough: such economic weakness will prevent the Fed from raising rates anytime soon (Fed funds futures now suggest only a 2% chance the Fed will raise rates by year-end, down from 40% odds just one month ago).Read full article... Read full article...
Friday, September 05, 2008
Central Banks Drowning in US Dollar Seek to Expand Gold Reserves / Commodities / Gold & Silver
By: Adrian_Ash
"...My God, this is the time. If everyone wants gold we're all going to be ruined, because there is not enough gold to go around..." – J.F.K. to the Fed chairman, Aug. 1962
ONCE UPON A TIME money meant gold (and ever less silver), freely exchanged between private individuals looking to buy and sell, invest and spend.
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Friday, September 05, 2008
Gold Mining Stocks Investing Challenges / Commodities / Gold & Silver Stocks
By: Zeal_LLC
With seven consecutive years of rising gold prices, the gold mining industry has had ample reason to boost output. The demand for gold has grown and will continue to grow and legendary profits can be won for shareholders. But in provocative fashion not only have the gold miners been unsuccessful in growing supply, global mined gold production is down since the beginning of the bull.
In last week's essay I revisited gold's strategic fundamentals with particular focus on economics, drilling down on global gold production and reserves trends. And interestingly global gold production is down 4% since 2001. In a secular bull market this is not a logical supplier response to an economic imbalance.
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Friday, September 05, 2008
Bullish Pattern Developing for Natural Gas ETF / Commodities / Natural Gas
By: Mike_Paulenoff
The U.S. Natural Gas ETF (AMEX: UNG) has come off its recovery high this morning at 34.54. The pattern carved out from yesterday's new corrective low at 32.30 is very constructive and argues for still more strength. The anticipated next upleg should hurdle key near-term resistance at 34.50/55 on the way to 36.50.Read full article... Read full article...
Friday, September 05, 2008
Commodities Correcting from Extreme Overbought State is Healthy / Commodities / Resources Investing
By: Ty_Andros
It's an interesting time to be in the financial markets. The return of the “Crack up Boom” series is a result of the amazing amount of MONEY and CREDIT creation that is going to be required to RECAPITALIZE and re-inflate the G7 economies. Money and Credit creation are the fuel and lifeblood of the G7 economies. Misstated inflation is reported as GROWTH; as the OVER-the-COUNTER debacle unfolds and vaporizes the balance sheets of the G7 financial and banking systems rendering many of the biggest players INSOLVENT. Their business models and income flows in tatters as their obligations just keep on piling up. But the WOLF wave continues its march throughout the G7 as incomes collapse under higher costs and collapsing business conditions. Combine that with a US election and you get a recipe for paralysis on the part of irresponsible PUBLIC SERVANTS. Read full article... Read full article...
Friday, September 05, 2008
Poor US Unemployment Report Boosts Gold / Commodities / Gold & Silver
By: Mark_OByrne
Gold rose sharply soon after the poor unemployment report as the dollar fell and equities have again come under pressure with sharp falls in international markets.Read full article... Read full article...
Friday, September 05, 2008
Gold Fails to Hold Above $800 in the Face of US Dollar Strength / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES struggled below $800 per ounce in Asia and London on Friday, heading towards a 5% loss for the week as the US Dollar rose yet again versus everything else except Treasury bonds.Crude oil dipped towards $106 per barrel, while the Australian Dollar – a key "commodity currency" – hit new 12-month lows.
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Friday, September 05, 2008
Commodities Correction Continues into September / Commodities / CRB Index
By: Donald_W_Dony
KEY POINTS:• U.S. dollar bounce for four to six weeks expected; target of $0.80 to $0.81
• Broad consolidation for commodities lengthens; business cycle suggests crest is developing
• Gold weakness expected until late September; $725 to $740 is the target
• Oil on support at $105; $120-to-$125 target
• Positive seasonality begins for natural gas
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Thursday, September 04, 2008
Junior Mining Investing, Gold Stocks Divergence Opportunity / Commodities / Gold & Silver Stocks
By: Dudley_Baker
Few investors can stand up to the fortitude of an investor in the junior mining sector. Basically, if you did not sell everything in May 2006, then your portfolio is probably under water. The drawn downs in the junior's has been beyond belief. Most of the shares are down 50% or more from the May 2006 highs and many are off 70%, 80% and even 90%.
Are investors insane to stay with these ‘investments' or should we be looking elsewhere?
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Thursday, September 04, 2008
Gold Stocks Bull Market and Crash Analysis / Commodities / Gold & Silver
By: Neil_Charnock
This is Part 2 - Big Bang – big bang for your buck – isn't that what investors want? Yes we all want the ten bagger or better. But where is one going to come from next. As I said in the first article – Big Bang Part 1. “Haven't the easy pickings already been taken this far into the PM Bull? After all the low hanging fruit has been taken hasn't it? You can see that from the charts on the HUI and the XAU can't you? That is not to say these magnificent indices will not go higher but I am talking about the easy pickings and leverage.” Read full article... Read full article...