Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Sunday, January 13, 2008
Gold $900 - Fed Failing to Beat Inflation / Commodities / Gold & Silver
“Any perception of the Fed's stinginess might play into a consolidation period for metals and could also start a rally in the dollar that has so far not appeared at the top of the year as some expected. That we've seen any weakness in metals at all lately might simply be the technicals asserting themselves, flattening out the ascent a bit before another run. Consider that oil is trading at all-time inflation adjusted highs, whereas gold's inflation adjusted record is above $2000 per ounce! Breaking through and holding last week's highs will be the first objective of any bullish activity.” ~ Precious Points: Wave 1 Done? January 06, 2008Read full article... Read full article...
Saturday, January 12, 2008
Gold Investments - Time to take Profits? / Commodities / Gold & Silver
"...Go on - choose where you'll keep your profits. Then sell your gold if you dare..."
IMAGINE YOU'D been smart and put some cash into gold.
You didn't need to buy before the Gold Market took off. Buying gold at the start of last month will do fine.
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Saturday, January 12, 2008
Gold and Silver Stocks Bull Market Vs US Stocks Secular Bear Market / Commodities / Gold & Silver Stocks
The young new year has not been very happy at all for the stock markets. In the first five trading days of 2008 alone, the S&P 500 bled a brutal 5.3%. This sharp slide nearly doubled the SPX's losses since early October to 11.2%. Once a general-market correction exceeds 10%, Wall Street gets nervous.
These growing fears have been very apparent on CNBC, which reflects general stock-market sentiment as efficiently as a weathervane reflects prevailing winds. Hosts and guest commentators alike on this premier television network for traders have been universally wringing their hands in disgust. Not only are they worried, but they are lamenting that “all sectors” are being crushed by the “universal selloff”.
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Friday, January 11, 2008
Gold at $890 on Merrill Lynch $15billion Mortgage Loss / Commodities / Gold & Silver
SPOT GOLD PRICES for immediate delivery held 1% below their new overnight records in London early on Friday, flipping around $890 per ounce as the US open drew near.
"Yesterday the Gold Market looked bearish on the day [but] after the initial dip we had a rally of $30," says this morning's note from the metals dealers at Mitsui in Sydney .
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Friday, January 11, 2008
Crude Oil Crisis and How to Profit From the Coming Oil Boom! / Commodities / Crude Oil
Sean Brodrick writes: Recently, I told you that I expected oil prices could spike to $150 per barrel in 2008. But, if anything, that target might be too low! In fact, the head of the International Energy Agency just said that demand growth just from China and India alone could cause prices to rise to $150 per barrel.
So imagine what other factors such as geopolitical disruptions would do to prices! Indeed, the fastest-growing bet in the oil market these days is that the price of crude will double to $200 a barrel by the end of this year.
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Thursday, January 10, 2008
Ranking of Silver Stocks In Order of Leverage / Commodities / Gold & Silver
Three months ago at the beginning of October The Silver Analyst had a look at 60 silver or silver related stocks and ranked them according to the most important feature investors want in a silver mining stock. That feature is leverage. If silver is powering ahead as we expect it to do increasingly in the months ahead then we want stocks which power ahead even more than silver.
To that end a table was produced which ranked each stock not just by absolute gain but by how much it was delivering leverage on the price of silver. That study was conducted for prices from the major intraday lows on August 16th 2007 to the intraday highs near to October 2nd 2007. I won't reproduce the whole table but will show you who the top ten performing stocks over that time period were.
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Thursday, January 10, 2008
Gold's Two Stage Mini Blowoff Rally / Commodities / Gold & Silver
Gold's rocket-blast higher on Tuesday, January 8, occurred in two stages and demonstrated a most unusual pattern:
After a brief blip upwards right at the open in Sydney, gold commenced a steady, slow upward trend throughout most of the day. After Sydney closed, it dropped a wee bit and then began an asymptotic moon shot that was immediately capped upon the London open.
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Thursday, January 10, 2008
Gold BREAKS All Records! / Commodities / Gold & Silver
Wow! Can you believe what gold is doing? It literally has broken every established record climbing to where it has never been before. So far it has climbed as high as 870 before leveling back a bit. Just remember though. This is not about gold. This is actually about deteriorating world economic and political events.Read full article... Read full article...
Thursday, January 10, 2008
Gold Hits New US Dollar All-time High / Commodities / Gold & Silver
Gold is making new all-time highs today, as the dollar price for spot gold rises above $890 an ounce .Strong fund buying since the start of the new year, momentum in the key Japanese gold futures price, and the launch of a new gold contract in Shanghai helped to fuel the rise, according to Reuters.
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Thursday, January 10, 2008
Crude Oil Finally Made it to US $100, Where Next? / Commodities / Crude Oil
While the media's focus continues to be on the mortgage and credit crisis, oil has quietly been making its way back up to $100 per barrel. Oil has already passed its inflation adjusted peak of $80. If oil continues to rise, it will be more expensive that at any other time in history in real terms.Read full article... Read full article...
Wednesday, January 09, 2008
Agri-Foods Demand Fueled by China - Are Governments Starting to Hoard Grains? / Commodities / Agricultural Commodities
Why are Agri-Food prices rising and stock prices falling? Does a connection exist? Do the markets understand that world is shifting to a new reality? In past decades, around the world a vast amount of money was squandered creating surplus housing and investment bubbles. In same era, little was done to deal with with growing inadequacy of world's ability to feed itself. In the coming years, only way of balancing Agri-Food demand and supply is through higher prices.Read full article... Read full article...
Wednesday, January 09, 2008
Uranium Stocks in Still a Gamblers Market / Commodities / Uranium
Another down day for the uranium stocks. There still seems to be no end to the decline but on the other hand the decline is still in a predictable and acceptable mode. Even some more downside would not change the basic intermediate or long term prognosis. But first, a rundown of what has happened on the close.Read full article... Read full article...
Wednesday, January 09, 2008
Gold SMASHES Through 1980's All-Time High! Next Target $1,000! / Commodities / Gold & Silver
Larry Edelson here with an urgent update on gold: Starting a few minutes before 8 a.m. Eastern Time today ...
• Gold smashed through its all-time record high of $877 per ounce ...
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Tuesday, January 08, 2008
Gold Trades at New All Time High / Commodities / Gold & Silver
SPOT GOLD PRICES leapt at the London opening on Tuesday, shooting 1.5% higher against the US Dollar to hit all-time record highs above $876 per ounce.Australian investors saw Gold Prices break A$995, another new record high. In Canadian Dollars, gold hit C$876 per ounce, while the Gold Price in Euros jumped 1.3% to a new record of €595 – higher by nearly one-quarter from this time last year.
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Tuesday, January 08, 2008
Gold Demand Heightened by Iranian Action in the Strait of Hormuz / Commodities / Gold & Silver
Gold was down $3.70 to $859.30 per ounce in New York and silver was down 14 cents to $15.16 per ounce yesterday. But gold is up sharply in Asia and early European trading and the London AM Fix was at $873.25. While profit taking and consolidation were to be expected gold has continued to surprise to the upside and has reached new record highs. Gold's new historic record beat the previous all-time pinnacle of $868.89 set last Thursday amid unrest in Pakistan, a faltering dollar and as oil struck an historic peak above $100 a barrel.Read full article... Read full article...
Monday, January 07, 2008
Inflation, Deflation - A Mexican Standoff / Commodities / Gold & Silver
The inflation and deflation camps are now at completely opposite ends of the spectrum – each staring the other down in a Mexican Standoff of sorts. In this regard it's not uncommon to find articles telling us why inflation is the big concern right along side others that provide lucid arguments as to why 1929 is just around the corner. And as noted in our alert yesterday , not since the year 2000 have we witnessed such complacency in the trade considering what's happening out there, where if this keeps up at some point the equity complex will just snap-off one morning with big down days over seas leading the way. Of course on the flip-side of this, and as Dave pointed out the other day , history has proven that shorting technical set-ups like we have right now has proven expensive for the bears, and that most should abstain from shorting stocks. So, the 64 trillion dollar question arises, ‘who is right?'Read full article... Read full article...
Monday, January 07, 2008
Gold on Target to Achieve $1000 Early 2008 / Commodities / Gold & Silver
Gold was down $2.80 to $863 per ounce in New York on Friday and silver was down 5 cents to $15.30 per ounce. Gold is marginally down in Asia and Europe and the London AM Fix was at $857.50. Gold started the first week of the New Year very strongly and was up some 3% in last weeks' shortened first week of trading and thus some profit taking and consolidation were to be expected.Read full article... Read full article...
Monday, January 07, 2008
Asian Stock Markets and Crude Oil Dips as Gold Rallies / Commodities / Gold & Silver
THE SPOT GOLD MARKET bounced from a 0.7% dip early Monday, reaching $861 per ounce by lunchtime in London as crude oil prices slipped on forecasts of warmer weather in Britain , Europe and the north-eastern United States .Read full article... Read full article...
Monday, January 07, 2008
Seeds of Destruction, the Hidden Agenda of Genetic Manipulation - Review Part 2 / Commodities / Agricultural Commodities
William Engdahl's book is a diabolical account of how four Anglo-American agribusiness giants plan world domination by patenting life forms to gain worldwide control of our food supply and our lives. This review is in three in-depth parts. Part I was published and is available on this web site. Part II follows below.Washington Launches the GMO Revolution
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Monday, January 07, 2008
Panic Buying of Agricultural Sector as Global Grain Inventories Hit Record Lows / Commodities / Agricultural Commodities
The agricultural sector was one of the areas we found most attractive in 2007. We expect that will remain the case. Long term global price and demand trends remain positive. Recent developments include:Read full article... Read full article...