Commodities
Gold Futures Dirty Secret (Part 2)
We ended the first part of this two part series with an unanswered question: Why has physical supply dried up now?
The answer to that question lies in the two vehicles that have made the gold carry trade possible. This is…
4Sep2008 | Oxbury Research | 0 comments | ContinuedThe Return of the Greenback?
Bill is somewhere over the Atlantic today, traveling from London to Maryland for a publishers ‘jamboree’. Alas, we will power on…
Crude oil extends its price decline today. The black goo is down considerably from its July 11th record high of…
4Sep2008 | Daily Reckoning | 1 comment | ContinuedThe Gold Market
Bulls and Bears Still Fighting Over Trend
The charts are playing tricks. A bear trap in April stopped short of turning into an all-out bearish failure with a bull trap in July.
In English, please? The bulls got suckered.
Gold prices fell through…
3Sep2008 | Whiskey and Gunpowder | 0 comments | ContinuedLargest Gold Refinery in the World Runs out of Krugerrands
Shortages of certain bullion products is possibly the most important issue facing the gold and silver markets today.
The sole maker of South African Krugerrands, Rand Refinery Ltd., largest gold refinery in the world, today ran out of the iconic bullion…
2Sep2008 | The Gold Blog | 0 comments | ContinuedThe Western World Running on “E”
Western nations — the U.S., in particular — are now experiencing the bow wave of a profound change in the current and future availability of oil. According to recently published data, oil output from all major Western oil companies is…
2Sep2008 | Whiskey and Gunpowder | 0 comments | ContinuedRejoicing in the Woes of Silver
If diamonds are a girl’s best friend, and everything that glitters is gold, where did silver go wrong?
This is precisely the question making the rounds among precious metals enthusiasts these days. How is it that silver took such a…
2Sep2008 | Oxbury Research | 0 comments | ContinuedPeak Oil, Politics, and U.S. Energy Supply
Western nations - the U.S., in particular - are now experiencing the bow wave of a profound change in the current and future availability of oil. According to recently published data, oil output from all major Western oil companies is…
29Aug2008 | Energy and Oil | 0 comments | ContinuedNew Natural Gas Discoveries are a Boon for the U.S. Energy Sector
After declining for 15 years, U.S. natural gas production is finally on the rise, thanks to new technological developments that make it possible to draw large amounts of gas from deposits previously thought to be unreachable. An increase in natural…
28Aug2008 | Money Morning | 0 comments | ContinuedDon’t Let the Market’s Juke Move Fake You Out of the Looming Profits in Gold
In football, when a running back intends to cut to the left, he often first fakes right. This move is designed to make the defense commit its resources in the wrong direction. It is my experience that markets often follow…
26Aug2008 | Money Morning | 0 comments | ContinuedCOMMODITIES: BRIEF CORRECTION OR BURSTING BUBBLE?
“When investors cast aside the lessons of history, those lessons come back to haunt them.” – Martin Meyer, Markets
It’s a tough time to be an investor. A financial crisis and housing downturn in the United States has dragged down the…
26Aug2008 | Q1 Publishing | 0 comments | ContinuedSupply and Demand Shape Commodity Markets
The commodity bull market has a long way to go. This bull market is not magic. It’s not some crazy “cycle theory” I have. It does not fall out of the sky. It’s supply and demand. It’s simple stuff.
In the…
25Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedBritish Gold Sovereigns - The Preserve of Collectors, Savers and Smart Investors
Gold as Essential Diversification and Financial Insurance
Gold bullion remains an essential diversification and essential financial insurance to have in all properly diversified portfolios. Besides the ever more important factors of inflation hedging and financial insurance, gold is likely to continue…
22Aug2008 | The Gold Blog | 0 comments | ContinuedChina and Iraq Finalize Oil Contract, as Western Oil Majors Waver
China and Iraq will sign a deal next week to develop the Ahdab oil field, 100 miles southeast of Baghdad, at time when political gridlock and security concerns have cast doubt over several pending short-term contracts.
The new agreement, valued…
22Aug2008 | Money Morning | 0 comments | ContinuedCrude Oil Prices: Are “Oily Characters” Behind the Move?
My last column on crude oil prices certainly generated a number of “interesting” responses.
If you recall, I mentioned that crude oil’s pullback from a high of more than $147 a barrel in early July was long overdue. With demand decreasing and…
22Aug2008 | Investment U | 0 comments | Continued“Gold Train, All Aboard!”
If you ask any of my good friends, they’ll tell you “Don’t get Nick Jones started on gold. He’ll talk your ears off.”
Unfortunately, my friends are right. Precious metals were the very first market I ever researched. I’m glad…
21Aug2008 | Oxbury Research | 0 comments | ContinuedGold and Oil Prices
Correcting Gold and Oil
What’s going on with gold and oil?
Here’s what we know. Prices for both gold and oil were moving upward for most of the spring and well into summer. Then prices hit a peak. Gold touched $980 per…
21Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedOil Exploration — A Lot of Looking, Not Much Finding
I discussed the short-term weakness in oil prices. Let’s discuss the long term. Oil is headed back up, for all the familiar reasons.
Really, it’s not like anyone is finding new large oil deposits out in exploration land. Indeed, a whole…
20Aug2008 | Energy and Oil | 0 comments | ContinuedGold Price Rebound
Gold: Cheap as Chips…?
The sharp drop in world gold prices starting in late July knocked the cost of physical metal more than 20 percent off its record top of mid-March at last week’s low point.
That level — just above $750…
20Aug2008 | Whiskey and Gunpowder | 0 comments | ContinuedWith OPEC Planning to Cut Production, the Decline in Oil Prices May Not Last
Oil prices have plummeted 24% from the record high levels achieved in July, but the sell-off that sparked a stock-market rally over the last four weeks may not last since the Organization of Petroleum Exporting Countries (OPEC) is already gearing…
18Aug2008 | Money Morning | 0 comments | Continued





































