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Category: Commodities Markets


Why Gold Is Falling

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February 23, 2013

One of my good friend asked why gold is falling ? Before responding I have 2 assumptions in mind :-images

  •  Gold investing is purely psychological. There is no real value in gold, other than its value as a conductor in electronics, etc. So all gold investing is pure game theory, its purely something that has no meaning, into which the only reason to invest is the belief that other people will do the same, for no reason other than their belief that other people will do the same…
  • Gold obtains valuation through a multitude of factors: scarcity, comparative value,
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Gold – Golden Memories

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December 8, 2012

Was going through a very balanced article by Satyajit Das, former banker and the author of Extreme Money: The Masters of the Universe and the Cult of Risk (2011)..where he tried to balance gold in the several parts ..

  • The Return of Gold…
  • Means to a Golden End…
  • Golden Brown Bottoms…
  • Back to the Future…
  • Golden Deaths… View full article »
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Insight from Jim Rogers – The Commodities Guru

Filed under: Commodities Markets — 1 Comment
November 26, 2012

Writing about commodities market you can’t ignore the always charming commodities guru Jim Rogers. He started on Wall Street back in the 60s and went on to co-found the Quantum Fund with George Soros. Then he packed up and moved to Singapore, essentially shorting the west.

He is heavily invested in agriculture / gold and silver and training his children to speak Mandarin as he thinks balance of power shifting to Asia.

Here are his 12 quotes :

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Counting on Gold

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November 12, 2012

Happy Dhanteras. If you buy gold today, you’ll become rich tomorrow. Except for gold merchants.

Who sell gold & become rich today only.

Jokes apart Yesterday I was going through the commentary provided by Satyajit Das to a financial daily that was focused on “The return of the Golden age”.  He quotes Investors have poured money into exchange traded funds that buy gold. Some central banks are now rebuilding View full article »

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Is Inflation & Commodity Futures linked

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July 22, 2012

Its been over weeks that the world may world faces food crisis as worst US drought in more than 50yrs pushes agricultural commodity prices to record highs.  The scenario is same across the globe and we have some political statements that  India has not reached drought situation: Sharad Pawar – He is just waiting for the next big commodity import scam as reported by the leading news paper from India. View full article »

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Commodities market and the Indian govt. Saga

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July 6, 2012

I did a post 3 years back and I can confirm the stalemate continues. Later on this I did a series of post but don’t know when the revolution will happen for the Indian commodities market. The The Great Indian commodities market was written with some hope recently.

Here is my initial post. View full article »

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GOLD & sarcastic remarks against it :-

Filed under: Commodities Markets — 1 Comment
May 5, 2012

A recent interview on CNBC by Charlie Munger right hand of Mr Warren Buffet’s  has a little for everyone to love and hate (from Keynesian-doctrine to easy-living-Greeks and Bad-trading-robots), Buffett’s right-hand was particularly eloquent in his views on Einhorn’s distrust of the Fed and buying Gold: “gold is a great thing to sew onto your garments if you’re a Jewish family in Vienna in 1939 but civilized people don’t buy gold – they invest in productive businesses.”

He also quoted “I think gold is a great thing to sew in to your garments if you’re a Jewish family in Vienna in 1939 but I think View full article »

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Agri Commodities & Need for 2nd Green revolution in India

Filed under: Commodities Markets, Economies — Leave a comment
April 28, 2012

It was hot topic 4°C rise in temperature by 2020 in Rajasthan . Food production may fall by 50% by 2050 another study said.

I was just trying to figure out if the production will fall than “Who will feed India ?” India is loosing its ground where we enjoyed  monopoly now Vietnam is claiming supremacy over India in commodities trading as Ho Chi Minh City continues to look like Southeast Asia’s emerging commodities hub. Already Vietnam is among the leaders in exports of a range of agricultural commodities View full article »

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France weekend, Indian Commodities for the week

Filed under: Commodities Markets, Economies — 1 Comment
April 23, 2012

The weekend was very important for the Europe mainly for the france as the Presidential Election is underway and Francois Hollande: 28.4% – with victory virtually assured in the runoff round on May 6, it is now Hollande’s election to lose, and Nicholas Sarkozy: 25.5% – make the runoff round.

It’s a big day tomorrow for the Indian markets as it’s the day of Akshaya Tritiya in India has been traditionally considered very auspicious for purchasing gold, silver, ornaments, precious stones, real estate and other long-term assets. It’s the occasion for traders,Broking houses,Banks and exchanges too who have increased their working hours for the day. View full article »

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The Great Indian commodities market

Filed under: Commodities Markets, Economies — 14 Comments
April 22, 2012

I have been writing over commodities from the last 2 years and the potential of it and the hurdles it faces, In one of my recent post I raised the concerns for cotton & gold and indeed for the cotton too.

Off late the retail investors allowed entering in the Indian commodities market, which has been dominated by the big corporate, trading houses and industries by large. Commodities as a separate asset class has immense potential for the market savvy investors, arbitrageurs and speculators. Out of the three the market is more of speculation and arbitrage, View full article »

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