The Case for Commodities in 2010 (And Beyond)

By Frank Holmes, GoldSeek The biggest emerging economies have ambitious plans that require a greater share of the world’s limited commodities. This trend is spurring profound and permanent disruptions in how these resources are allocated now and in the future. For investors, these disruptions present opportunities. Simply put, an investment in natural resources is a [...]

Chinese Dragon Rattles Commodities, Gold, Brazil

By Gary Dorsch, GoldSeek Although the US remains the world’s #1 economy it’s increasingly feeling the heat of a Chinese dragon, breathing down its neck. At the beginning of the twenty-first century, the US-economy was eight-times larger thanChina’s – a decade later the figure was down to four-times. China’s $4.9-trillion economy has already passed Germany’s to become the world’s third [...]

A Decade of Hot Commodities

By Frank Holmes, GoldSeek We’ve updated our popular Periodic Table of Commodity Returns, and the headline news should come as no surprise – 2009 was a complete turnaround for the sector’s 2008 performance. Commodities (as measured by the Reuters-Jefferies CRB Index) rose 24 percent in 2009, the largest single-year increase since the early 1970s. In [...]

2010 Preview: Commodities

The Sovereign Society submits: Investors like myself tend to get a little romantic about gold. After all, we’re in the midst of the greatest bull market in history since 2001. It’s hard not to love gold. Sure, it pays you squat in income. But the dollar also pays you nothing and even if it did, [...]

New thinking needed on Eskom electricity tariff – Harmony

South Africa needed to apply its mind to solving the electricity price issue to avoid widespread knock-on effects that would seriously stunt economic growth and spark a new round of wage demands, Harmony Gold CEO Graham Briggs said on Friday. The head of South Africa’s third-largest gold-mining company said that increasing the electricity tariffs by [...]

Sentula terminates R686m Koornfontein sales agreement

JSE-listed Sentula Mining has advised its shareholders that the contemplated R686-million sale of its 49,9% interest in the Koornfontein coal mine, in Mpumalanga, would no longer take place. In a statement released on Friday, Sentula reported that notwithstanding the successful conclusion of the due diligence investigation carried out by the potential purchases, the company has [...]

Commodities and Stocks: Ready to Bounce or Rally?

Chris Vermeulen submits: Commodities and stocks almost look ready for a rally or at least a relief bounce. The market is down over 5% and the normal pullback this year has been 4%. Using technical analysis and inter-market analysis, we can see that the market is reaching extreme lows and this usually means we are [...]

Sovereign wealth funds to focus on commodities, emerging markets in 2010

While financial stocks will take a back seat Read more….

Recovery doubts, asset bubbles and hopes for a slower recovery

Why a more gradual recovery would be better for everyone but could be boring for commodities Read more….

Copper, gold, and Chinese pig farmers make Brent Cook nervous

Commentary from geologist Brent Cook, editor of Exploration Insights newsletter, who is a little more than disturbed by reports of heavy speculation in metals in China, not by funds, but by the general populace. Is a commodities bubble being signalled? Read more….

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