Silver and short covering – a theory
John Kemp at Reuters has already written about how it wasn’t necessarily the froth in the market that caused the parabolic rise in silver over April:Now, on Friday, Pragmatic...
The ‘Asia connection’ to the commodity rout
Our colleagues on the paper-side drew attention last week to the fact that silver trading in Asian hours experienced a clear pickup into the lead up to the commodity rout.Jack Farchy wrote,...
Which came first – the margin call or the commods mayhem?
Silver prices rose by over 60 per cent between the start of the year and April 25.They’ve now fallen by over 30 per cent — unwinding some 80 per cent of the upward...
Commodity rout – Mark 2
Right…So here’s the story.After dumping last week, silver staged a rather spectacular recovery over the current week. It was led in part by a major inflow of fresh...
The financing pyramid and margin debt
Here’s an interesting point from Cullen Roche at Pragmatic Capitalism on Monday.Margin debt — the amount that speculators borrow to buy stocks (or other assets for that matter) —...
Deutsche chimes in on the commodities rout – it’s the QEnding
Still pondering possible reasons behind the recent commodities rout?Deutsche Bank says it’s all because of the coming QEnding, or the end of the Federal Reserve’s...
There’s still room for more oil slides, Goldman says
Just what everyone has been waiting for!The latest thoughts from Goldman Sachs’ energy gurus on the most recent commodity mega-slide.And don’t forget: they did predict it....
What drove the commodities rout?
The quick answer is… nobody knows.Although JBC Energy has come up with a helpful summary of points that they feel could be behind the Thursday rout.Here’s the list:...
Fall-out from the imploding commodities complex
It was inevitable that Thursday’s commodites rout would claim some victims … just as Friday’s further slide in commodities prices will inevitably cause more casualties....
Commodity sell-off 2011: is this it?
Some commodity market curios on Thursday May 5, 2011:Number 1 - Standard deviations.Courtesy of Reuters’ John Kemp, and regarding the day’s exceedingly epic oil...
The silver crowd
The wonders of Google auto-suggest, silver vox pop edition:Which is the perfect lead-in to John Kemp’s excellent take on the generalised commodities sell-off of recent days....
