Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, January 06, 2016
Gold Market, Two Charts / Commodities / Gold and Silver 2016
By: Denali_Guide
As you build a model of the trend you want to find in a Sector or stock that has a trend you can find. Better yet if you can catch it while it changes trend from down to up.
Compare the left chart, GIMBO with the RIGHT hand chart, DIMBO. If we are constructing a model of a chart of a stock or sector we want to buy into, which one typifies the best situation that can be there for us : Bottoming, ready to move up, LEFT HAND SIDE, or CRESTING or ROLLING OVER with no decisive trend outlined.
Wednesday, January 06, 2016
Investors Green Energy Trend Is Your Friend / Commodities / Energy Resources
By: The_Energy_Report
David Talbot of Dundee Capital Markets forecasts uranium demand growth of about 6% compounded annually through 2020, which ought to be more than enough to kickstart depressed U3O8 prices. Nuclear energy is part of a growing trend away from fossil fuels toward green energy and things like lithium-ion batteries for cars and energy storage. Talbot explains that lithium demand is expected to grow even faster than uranium demand, and the market is already undergoing a supply deficit. In this interview with The Energy Report, he offers his top picks in the uranium and lithium spaces, as well as a graphite name, all poised to ride the green energy trend higher.
Tuesday, January 05, 2016
Silver Rides a Runaway Expense Train / Commodities / Gold and Silver 2016
By: DeviantInvestor
The US government will spend nearly $4 Trillion this fiscal year – starting last October 1. Of course it projects a massive deficit, increasing national debt, uses “funny” accounting, and does not address unfunded liabilities.
Business as usual…
Examine the last 100 years of US government expenditures and national debt – on a log scale in $ millions. Note that official government expenses have increased from about $750 million to about $4 Trillion, an increase by a factor of over 5,000.
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Tuesday, January 05, 2016
DJ-UBS Forecast: Can it get worse in 2016 for Commodities? / Commodities / Commodities Trading
By: Submissions
Ken Ticehurst writes: The commodities complex ended 2015 with another poor year, the Dow Jones Commodity Index ended down 25%. Unfortunately as far as we are concerned the downtrend is set to continue for the foreseeable future there appears very little evidence of a capitulation or a bottom forming.
We are currently in a small oversold bounce which we do not expect to last too long as the index itself has spent the last few months in a controlled descent. Rather than an uncontrolled crash the index has moved steadily lower which can sometimes indicate a lower for longer pattern is unfolding.
Tuesday, January 05, 2016
Hedge Funds Remain Bullish Crude Oil Price / Commodities / Crude Oil
By: Dan_Norcini
Just as the case with Silver, so do the hedge funds remain stubbornly long in crude oil.
Here is the updated COT chart as of last Tuesday, December 29, 2015.
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Tuesday, January 05, 2016
Gold and Silver Investors Betting on Deflation May Be a Huge Mistake. Here's Why... / Commodities / Gold and Silver 2016
By: MoneyMetals
Precious metals investors heading into 2016 worry the dollar will continue marching ahead, right over the top of gold and silver prices. The Fed is telegraphing additional rate hikes throughout the year, and commodity prices – led by crude oil – are falling. There have been tremors in the biggest beneficiary markets of all when it comes to the Fed's QE largesse – U.S. equities and real estate. And the possibility of a recession is growing, both in the U.S. and around the world.
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Tuesday, January 05, 2016
Gold Bull Trap / Commodities / Gold and Silver 2016
By: Ed_Carlson
For most of December, gold has acted as if it is forming a base from which to rally but gold had a rough week last week losing $16.90/oz. and closed at 1,060.30. In addition, gold printed an engulfing bearish candlestick on the weekly chart. Cycles point to a low this week which could be followed by the kind of rally we would all like to catch but be careful; a 4 year cycle low is not due until later this year making any rally now a likely bull trap.
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Monday, January 04, 2016
Saudi Arabia and OPEC Manipulate Oil Prices to Eliminate It’s Competition / Commodities / Crude Oil
By: Chris_Vermeulen
About eighteen months ago the international price of WTI Crude Oil, at the close of June 2014, was $105.93 per barrel. Flash-forward to today; the price of WTI Crude Oil was just holding above $38.00 per barrel, a drastic fall of more than 65% since June 2014. I will point out several reasons behind this sharp, sudden, and what now seems to be prolonged slump.
Monday, January 04, 2016
Gold Bullion Price 2016 Upleg / Commodities / Gold and Silver 2016
By: GoldCore
Happy New Year. Thank you for all your support in 2015 and wishing you and yours a healthy, prosperous and happy 2016.
Adam Hamilton of Zeal Intelligence has looked at gold’s prospects in 2016 and he thinks the worst may be over for the yellow metal.
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Monday, January 04, 2016
Technical Analysis of the Lumber Commodity Market / Commodities / Lumber
By: EconMatters
Housing Demand Thesis
The last two years rents have been rising primarily due to supply and demand issues. There hasn`t been enough multifamily housing to keep up with the demand, and as the employment levels go up and more millennials move out of their parent`s house, I expect the housing market to continue to be on the slow but steady upswing of the last several years for 2016.
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Monday, January 04, 2016
Gold Advanced During 2015 in Most Major Currencies / Commodities / Gold and Silver 2015
By: Jason_Hamlin
Sentiment towards gold has been so bearish lately that you might think the yellow metal declined by 50% or more during 2015. In fact, it was only down 11% in U.S. dollar terms and gold actually advanced in most major currencies. Out of the 17 currencies tracked, gold was up in 10 of them and down in only 7 of them.
Gold advanced in both Canadian and Australian dollars, rocketed higher in Argentine pesos and Brazilian real, climbed higher in Mexican pesos, Russian Rubles, South African Rand, Turkish Lira and Ukrainian Hryvnia.
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Saturday, January 02, 2016
Dollar Collapse Gold Price Forecast 2016, Monetary Experiment - Audio / Commodities / Gold and Silver 2015
By: John_Rubino
Gold is down in the US but rising in most other places. Could this be the start of the next bull market in precious metals and mining stocks? Meanwhile, the shape of next year's monetary policy is becoming more clear, and it's unlike anything seen since, well, biblical times. You'll be amazed and probably shocked.
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Saturday, January 02, 2016
Gold and Silver Price Manipulation to Melt Away Soon - Video / Commodities / Gold and Silver 2016
By: Mario_Innecco
Transcript Excerpt: hi in my first video this year just like to talk about a couple of things I've seen on the Internet
first one of course I talked about it was the webpart video by Cliff high
about a week or so ago he talked about how it would reach $650 and gold would
be making a new high alongside silver and that would probably happen sometime
at the end of January this year and maybe beginning of February I just
listened to video on the internet with Bo pony I put the video to it the link
sorry to the video below at the you know below my video and basically both pony
is saying that his cycle work indicates that a lone goal should have been hit
Friday, January 01, 2016
Gold Another Losing Year / Commodities / Gold and Silver 2016
By: Dan_Norcini
Here is a long term chart (monthly) showing where the price of gold ended last year ( 2014 ) and where it is ending up this year.
Thursday, December 31, 2015
Fueling Gold Price 2016 Upleg / Commodities / Gold and Silver 2016
By: Zeal_LLC
Gold certainly had a rough year in 2015, grinding inexorably lower on Fed-rate-hike fears and investor abandonment. But gold is poised to rebound dramatically in this new year, mean reverting out of its recent deep secular lows. The drivers of gold’s weakness have soared to such extremes that they have to reverse hard. The resulting heavy buying from dominant groups of traders will fuel gold’s mighty 2016 upleg.
Investment demand, or lack thereof, is what overwhelmingly drives the gold price. Investment certainly isn’t the largest component of gold demand, a crown held by jewelry at roughly 4/7ths of the total. But that is somewhat misleading, as gold’s investment merits are the primary reason Asians flock to gold jewelry. But since global jewelry demand is fairly consistent, it’s not what drives the gold price on the margin.
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Thursday, December 31, 2015
Crude Oil and Gold – What Can We Infer from This Relationship? / Commodities / Crude Oil
By: Nadia_Simmons
Trading position (short-term; our opinion): Short positions (with a stop-loss order at $39.12 and an initial downside target at $33.66) are justified from the risk/reward perspective.
Although crude oil moved higher yesterday, the key resistance lines continue to keep gains in check. What does it mean for the commodity? Will the oil-to-gold ratio give us more clues about future moves?
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Thursday, December 31, 2015
Gold and Silver 2016 Outlook / Commodities / Gold and Silver 2016
By: Jordan_Roy_Byrne
The precious metals sector will close 2015 entrenched in a seemingly forever bear market. Most of the sector has been in a bear market for over four and a half years. Gold’s bear market will reach four and a half years in a few months. Meanwhile the US Dollar’s bull market remains strong and is likely to continue. In this article we discuss our 2016 big picture outlook for the US Dollar, Gold and gold stocks.
Wednesday, December 30, 2015
The Crude Oil Price 2016 Prediction Game / Commodities / Crude Oil
By: EconMatters
Anybody who tells you they know where the oil market is headed for 2016 is inexperienced, too stupid to realize there are far too many variables in play that are unknowable to predict with any accuracy their effects on other variables in the oil equation, talking their own respective books, just piling in with the recent herd mentality on the street, giving an opinion about as valid as the best paint color for a room, or like to see themselves on television talking about the hot market moving topic du jour.
Wednesday, December 30, 2015
$10 Trillion Investment Needed To Avoid Massive Oil Price Spike Says OPEC / Commodities / Crude Oil
By: OilPrice_Com
OPEC says that $10 trillion worth of investment will need to flow into oil and gas through 2040 in order to meet the world’s energy needs.The OPEC published its World Oil Outlook 2015 (WOO) in late December, which struck a much more pessimistic note on the state of oil markets than in the past. On the one hand, OPEC does not see oil prices returning to triple-digit territory within the next 25 years, a strikingly bearish conclusion. The group expects oil prices to rise by an average of about $5 per year over the course of this decade, only reaching $80 per barrel in 2020. From there, it sees oil prices rising slowly, hitting $95 per barrel in 2040.
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Wednesday, December 30, 2015
Gold a Safe Harbor on an Ocean of Excess Reserves / Commodities / Gold and Silver 2015
By: Michael_J_Kosares
"We had initially asked to pay interest [in 2006] on reserves for technical reasons. But in 2008, we needed the authority to solve an increasingly serious problem: the risk that our emergency lending, which had the side effect of increasing bank reserves, would lead short-term interest rates to fall below our federal funds target and thereby cause us to lose control of monetary policy. When banks have lots of reserves, they have less need to borrow from each other, which pushes down the interest rate on that borrowing — the federal funds rate." Ben Bernanke, The Courage to Act
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