GLD Forum Topics
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- What's Behind the Slide in Oil and Commodities? [view article]
- Where Are Precious Metals Heading? [view article]
- U.S. Dollar Shaking Off Risk Aversion [view article]
- Wall Street Breakfast: Must-Know News [view article]
- An Open Letter to the Plunge Protection Team [view article]
- Why I'm Committed to the UltraShort Financials ETF [view article]
- Kinross Gold Buys Aurelian Resources [view article]
- Buying Gold for Oil Like George Soros [view article]
- Friday Outlook: Commodities, Emerging Markets [view article]
- Weekly Market Review: Stagflation Story Remains Intact [view article]
- The Hardest Trade - Fast Money Recap (7/24/08) [view article]
- Wall Street Breakfast: Must-Know News [view article]
loading ...Recent GLD Articles
- Where Are Precious Metals Heading?
- U.S. Dollar Shaking Off Risk Aversion
- Wall Street Breakfast: Must-Know News
- Friday Outlook: Commodities, Emerging Markets
- What's Behind the Slide in Oil and Commodities?
- The Hardest Trade - Fast Money Recap (7/24/08)
- Kinross Gold Buys Aurelian Resources
- Tracking Sentiment in the Movement of Sectors and Asset Classes
- Is the Gold Uptrend Over?
- Wall Street Breakfast: Must-Know News
- Full List of Articles »
Friday Outlook: Commodities, Emerging Markets [view article]
David, thanks for the work. The content is excellent. The point about staying away from the TV pundits is critical. If you listen to it long enough you may actually start believing it. ReplyWhat's Behind the Slide in Oil and Commodities? [view article]
Goldman Scams upgraded oil services about 2 weeks ago, when oil services were reaching the top of their range. Great upgrade for a firm trying to exit a long position quickly. ReplyWhat's Behind the Slide in Oil and Commodities? [view article]
Well Done! We must not ignore prior historical facts as we seek the truth. The two prior election seasons of 2004 and 2006 saw deep plunges in oil prices, only to bounce strongly upward in the immediately following January . I am just a lay observer with no particular skills, but this has strong implications to me. If the oil price decline continues thru the fourth qtr. of 08, then this will be the third election season in a row with major oil price declines. Could the Bush admin's "brothers - in- crude" i.e. the Saudi's and OPEC be working their "surprising and unexpected" oil supply magic again? ReplyThe Hardest Trade - Fast Money Recap (7/24/08) [view article]
macke---i think you are a very bright guy BUT -jobs is not the sum total of aapl--you discredit his ability to get the top minds in the business to set sail on products at least five years out--he is an inspiring leader like many were before him in other fields--too many of you wall streeters react like lemmings on given ideas--independent thinking with cold logic and a look at history will surely give the insight to the future Replyguy
Friday Outlook: Commodities, Emerging Markets [view article]
Some will say my "handle" is entirely appropriate for my comments; however, since I am not a "chart man" and pretty lacking in mkt. knowledge to boot, we seem to have a significant difference of thought between the article writer and the two fellas commenting b4 myself.Can someone please tell me with some high degree of reliability, whether I am going to make money the rest of the year in the following stocks...(ABB;APC; MON; MTL; POT; RIG)? The variables involved in forecasting seem to me to be so many and so staggering and loaded with such abundant contradiction as well as potential for disaster on a world wide basis...financial and otherwise, it's easy to think that I should run for the nearest gold source and never look back. On the hand, I don't think I can eat gold or put a roof over my head, with stuff that is all that heavy. When and if the mkt gets that bad, an MK 47, body armor, and supply of C rations might be the only tkt. to survival. Reply
Stromeyer Jr
What's Behind the Slide in Oil and Commodities? [view article]
fxtrader07, I once heard that Goldman is the largest U.S. trader of oil futures so you might be right, but their own internal hedge fund has really crappy performance. ReplyWhat's Behind the Slide in Oil and Commodities? [view article]
this article clearly and correctly shows that oil is simply an inverse of bad equity markets, sentiment, and general economic fears - people are reaching for a "safe" asset class with some sort of intrinsic value. People that claim that supply/demand was the entire story at $140/bbl are foolish. ReplyWall Street Breakfast: Must-Know News [view article]
Bob Doll (the Trillion Dollar Investor) is buying Oil Producers today. The Bakken Oil Play looks to be the HOTTEST Bonafide Oil Play in the US today! ReplyFriday Outlook: Commodities, Emerging Markets [view article]
Gabe, how can you even argue that we are not in a recession? Nearly every economic indicator for the past six months has clearly been saying otherwise. I'm sorry, but you are terribly wrong. ReplyWhat's Behind the Slide in Oil and Commodities? [view article]
'Goldman Sachs has taken over the US government, and it's no bad thing...'@Sean maher: It#s probably the worst thing. You can be sure Goldman made sure to have gotten heavily short commodities before the administration took its steps. As sure can you be that goldman had a large hand in the oil-price bubble. these guys now drive markets up and down however they want and they make a ton of money. The interests of people, of the nation count exactly zero when it comes to the crooked investment bankers who created this whole mess and try to make a bundel of money even from the last drop of blood of any american or any human being. goldman sucks - and that is a really bad thing, that they run the govt. and the fed by now Reply
Stromeyer Jr
What's Behind the Slide in Oil and Commodities? [view article]
Good piece, Gary, and here is a question:Just right before the all time peak in the price of oil, hedge funds reduced their net long oil futures positions to the lowest since February 2007. What do you suppose these hedge funds suspected that ended up being so correct? Thanks.
Disclosure: still long the Brazilian real and still short oil since a price of 145.2, but I will reevaluate my oil short position if oil gets down to my target price of the low 120s. Reply
borenstein
Friday Outlook: Commodities, Emerging Markets [view article]
The stock market has been in decline basically since mid 2007.To say that it is overbought (short term technicals) is ridiculous. To say that it is very volatile is another story.We are making a major bottom.All of the key concerns are being addressed and will contribute to a major economic rebound in the period ahead .While getting there ,we will continue to be subjected to half truths and the bearish opinions.No, we are not in a recession.At this point in time we need to overcome the market psychosis reinforced by the psudo economists at a major financial news TV station.
The continuous barrage of distorted perceptions about financial sector only enhances market paranoia. Last year was the time to short that sector.Now we need time to allow corrective measures to address the issues.
Yes,volatility will continue and every rally will be followed by a degree of sell off in the stock market .
In retrospect this will be viewed as a buying opportunity.
At 14,000 (Dow),CNBC had almost a party celebrating the arrival of the bullmarket-the market had crashed.
When the Dow broke 11,000 we were told about arrival of the new bearish trend.
That is another why major rally lies ahead. Reply
What's Behind the Slide in Oil and Commodities? [view article]
Compelling. Good one. ReplyKinross Gold Buys Aurelian Resources [view article]
KGC is a great company. When the panic is over and the dust settles I will definately purchase this stock again! There is no doubt that KGC will be going to new highs, imvho. ReplyWhat's Behind the Slide in Oil and Commodities? [view article]
A nice summary of tumultuous events; both the decision to engage the Iranians and ban naked shorting in many financials (soon to be extended to the rest of the market I suspect) probably reflect the growing role of Hank Paulson in managing this crisis and were perfectly timed for maximum impact; the Fed is pretty much out of ammunition (just look at their balance sheet) and more muscular market intervention is now required. Goldman Sachs has taken over the US government, and it's no bad thing... Reply