Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, February 03, 2016
Gold and Silver More 'Flight To Safety' Active February / Commodities / Gold and Silver 2016
By: Jesse
Gold showed some strength today in an add on to the flight to safety trade, even though there was a midday hit on price that was pure antics. The dollar moved lower and silver wallowed.
I posted an update to the NAV of Precious Metals Funds and Trusts today. Sprott has successfully absorbed the Central Gold Trust. It raised some cash and added substantially to their bullion and shares under management, so its a good deal for them. Let's see if time shows if it is a good deal for the trust unit holders.
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Wednesday, February 03, 2016
Is Silver Really a Weak Link / Commodities / Gold and Silver 2016
By: Submissions
Robert Alexander writes: I am not what many consider to be a Perma Gold Bull, but I do expect a 3rd phase of the 2000 Gold run to take place and end in a spectacular blow off top phase. That being the case, I also watch intently when we get these bear market lows for signs of a bigger picture change. Lately I am hearing that “Silver is weak”. “Silver cant get out of its own way. It is setting up to plunge now.” I’ve been discussing these lows and successfully trading them for weeks now. Is that the way I see current conditions? Is Silver really the weak link? Not the way I look at things. To the charts…
Wednesday, February 03, 2016
Gold to Beat Stocks 2016? / Commodities / Gold and Silver 2016
By: Axel_Merk
"Stocks beat gold in the long run!" is a 'rallying cry' to buy stocks we have heard lately that gets me riled up. It’s upsetting to me for two reasons: first, an out of context comparison, in my opinion, misguides investors. It might be the wrong assertion in the short to medium term.
Wednesday, February 03, 2016
Silver Price Fix – “Future Of The Fix Is Fraught” / Commodities / Gold and Silver 2016
By: GoldCore
The silver price fix debacle from last week and the new London silver price fix has received a litany of severe criticism in recent days.
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Wednesday, February 03, 2016
Keeping an Eye on Gold Bullion Supply and Demand / Commodities / Gold and Silver 2016
By: MoneyMetals
Clint Siegner writes: A lot is riding on the demand side of the equation when it comes to metals' price performance this year. Demand is the bigger wildcard with signals thus far being mixed in gold and silver bullion markets. The outlook for supply is more certain, and it isn't pretty.
Endeavor Silver, one of the largest primary silver mining companies, announced last week that it expects to reduce production of the white metal by roughly 30%. The company's El Cubo mine is not profitable despite efforts to reduce costs. Endeavor plans to halt development and exploration at the mine and process accessible ore only. By year end, the mine will be placed on “care and maintenance.”
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Tuesday, February 02, 2016
How the Blockchain and Gold Can Work Together / Commodities / Gold and Silver 2016
By: Thorsten_Polleit
A look into monetary history shows that people, when given freedom of choice, opted for precious metals as money. This doesn’t come as a surprise. Precious metals have the physical properties a medium must have to serve as legal tender: They are scarce, homogenous, durable, divisible, mintable, and transportable. They are held in high esteem and represent considerable value per unit of weight. Gold fulfills these requirements par excellence, and this is why it has always been peoples’ first choice in terms of money. Gold has proven its merits as money for millennia; it is the ultimate means of payment.
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Monday, February 01, 2016
Central Bank Created Silver Price Rally / Commodities / Gold and Silver 2016
By: DeviantInvestor
Central banks have created a mess, unless you enjoy unemployment, crashing economies, a wave of bankruptcies, and half of the world’s assets owned by only a few people.
Monday, February 01, 2016
Gold and Silver Bullion Up 5.3% and 3.4% In January as Stocks Fall Sharply / Commodities / Gold and Silver 2016
By: GoldCore
Gold and silver rallied (5.3% and 3.4% respectively) in January, as stocks fell sharply.
Turmoil and sharp falls in Chinese and global stock markets, plunging oil prices, rising stress in credit markets and further signs of weak US and global growth led to a renewed bout of risk aversion in January.
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Sunday, January 31, 2016
Nice week for Gold : It’s All about Sentiment / Commodities / Gold and Silver 2016
By: Dan_Norcini
I wanted to take a bit of time in this post to discuss one of the most important things that those wishing to be successful in trading/investing need to learn, namely detecting shifts in sentiment.
Those of you who have been reading my work for a while will be familiar with my constant reference to this topic. It is primarily for some of the newer readers that I wanted to write this but also to reinforce the concept in the minds of some of the more seasoned hands.
Sentiment is what moves markets. Never forget this. Bullish sentiment drives prices higher; bearish sentiment drives prices lower. It matters not what we MIGHT THINK the current fundamentals happen to be; that is irrelevant. Price will move in the direction that the majority of market participants happen to think it should move in; not in the direction that one’s own understanding of the fundamentals dictates it should. Understand this and you are well on your way to becoming profitable.
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Sunday, January 31, 2016
Silver Price Breaks Higher on Rising Anxiety / Commodities / Gold and Silver 2016
By: AnyOption
Echoing the perilous financial market volatility of late, silver prices have gradually moved to the highest levels since December as growing risk aversion and shifting sentiment see safety bids gain momentum. While not necessarily indicative of a resumption of the trend higher that began in the depths of the last financial crisis, several factors are pointing to increased potential gains in the precious metal as investors are forced to pivot from yield to quality in an effort to hedge against ongoing turmoil. While inflation may remain low, dragging on prices over the medium-term, tightness in the physical supply chain alongside increased interest in hedging against uncertainty of monetary policy and central banking continue to contribute to upside in silver.Read full article... Read full article...
Saturday, January 30, 2016
Gold And Silver Current Prices Do Not Matter / Commodities / Gold and Silver 2016
By: Michael_Noonan
Truth be known, short of an uprising or revolution by the masses, which is highly unlikely, the elites have won over the masses, hands down, and the end game is in the final and irreversible stages. Time and again, we have reiterated the elites formulaic strategy of Problem, Reaction, Solution. The most current is the outrageous Mid East refugee situation where European countries are being forced to accept hundreds of thousands of displaced refugees from the war-torn Middle East.
It is no secret that the US has been covertly responsible for much of the destruction and strife in that area. Where not covertly involved, the US has provided arms and logistics to Saudi Arabia as the Saudis are destroying helpless Yemenis in the proxy war against Iran.
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Saturday, January 30, 2016
Gold Price Potential Upside 2016 / Commodities / Gold and Silver 2016
By: Peter_Degraaf
The most important chart of 2016!
Charts in this essay are courtesy Stockcharts.com unless indicated.
Saturday, January 30, 2016
The Curious Case of Copper... / Commodities / Copper
By: Clive_Maund
I recently watched a movie called The Curious Case of Benjamin Button which some of you may have seen. In this film the lead role, played by Brad Pitt, is born as a decrepit old man and gets steadily younger until he eventually died of old age as a baby. To say that it's ridiculous is the understatement of the millennium. Yet many people come away from watching this film thinking "How wonderful, if we all kept getting younger!" As a contrarian I instead found myself wondering about the catastrophic effect on the cosmetics industry, as the market for anti-aging creams would collapse.
Friday, January 29, 2016
No Change in Outlook for Gold and Silver 2016 / Commodities / Gold and Silver 2016
By: Jordan_Roy_Byrne
With each passing rally hope has bloomed that the bear market in precious metals may be over. The long and deep “forever bear” has to end but it hasn’t yet. Under the surface, the bear market is getting weaker and Gold is growing stronger. It’s showing strength against foreign currencies and has broken its downtrend relative to equities. These are very positive developments and a precursor to the birth of a new bull market. However, the weak rebounds in the metals coupled with the potential for a US Dollar breakout advise us to continue to remain patient and cautious.
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Friday, January 29, 2016
US Mint Gold Bullion Coin Sales / Commodities / Gold and Silver 2016
By: Zeal_LLC
Recent years have seen countless claims that gold and silver prices have to head far lower, implying demand is low or supply is high. But the actual data continues to prove this false, showing precious-metals bearishness is rooted in sentiment and not fundamentals. One fascinating microcosm of gold and silver demand comes in the form of the US Mint’s sales of its popular American Eagle bullion coins.
When American investors buy physical gold and silver bullion, it’s often in the form of these American Eagle 1-ounce coins. They have a really interesting history. Back in the early 1980s, foreign national gold coins led by South Africa’s famous Krugerrand were soaring in popularity. The US Congress didn’t want the States to be left out of the prestigious national-gold-coin business, so it finally acted in 1985.
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Friday, January 29, 2016
The Fed’s Normalization and Gold / Commodities / Gold and Silver 2016
By: Arkadiusz_Sieron
The Fed hike is not the end of the world. The U.S. economy experienced many tightening cycles. Actually, many analysts are citing past rate hike environments as a guide to the future. However, three things make this tightening cycle (if there are more hikes at all) unique. First, the U.S. central bank increased interest rates when the economy is actually decelerating and the manufacturing sector is in a recession. This makes new hikes less probable, while increasing the odds for the U.S. recession in the new year. Both effects are fundamentally positive for the gold market.
Friday, January 29, 2016
Sugar Commodity Trading Sweet Tooth Pay Day! / Commodities / Agricultural Commodities
By: Chris_Vermeulen
On Wednesday Jan 27th I wrote an article that gave you a picture perfect trade setup. The trade is on sugar or the SGG sugar ETF. As of this writing sugar is now over 10% in our favor from the original entry and trading at short term support.
This is a critical level to lock in partial profits and move your stop in the money for the balance of the trade to be safe. I just want to keep following up with this trade as many followers are in this trade with me.
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Friday, January 29, 2016
US Stock Market & the Gold Sector Analysis / Commodities / Gold and Silver Stocks 2016
By: Gary_Tanashian
To review our stance, which is years along now, the gold sector is not going anywhere until it becomes widely accepted that developed stock markets, including and especially those in the US, are in bear cycles. We have also drawn analogies to the Q4 2008 event that took place in what felt like a nanosecond compared to today’s long, drawn out process. For this reason, a better ‘comp’ has been the 1999 to 2001 time frame. That was a process as well.
Friday, January 29, 2016
Gold and Silver Price Manipulation: Can It Be Empirically Verified? / Commodities / Gold and Silver 2016
By: GoldCore
Dr Brian Lucey, Dr Jonathan Batten and Dr Maurice Peat have just published some interesting research looking at the thorny issue of whether there is manipulation of gold and silver prices.
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Thursday, January 28, 2016
FOMC Dovish: Gold to Go Higher and Stocks to Bounce / Commodities / Gold and Silver 2016
By: Bob_Kirtley
The worsening of financial conditions this year led markets to price in rates to remain unchanged at the January FOMC meeting, with many speculating the Fed to deliver a dovish statement. This has now been realised. Language used described that the FOMC recognised that economic activity had slowed and that inflationary pressures and expectations had “decline further”. As a result, it will now take an improvement in financial market conditions for the Fed to hike again at their next meeting, which is in March.