Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, September 01, 2017

Copper Strong, Good News for Chile, Bad News for the US / Commodities / Copper

By: Metals_Report

Technical analyst Clive Maund analyzes why the rising copper price is good news for Chile.

Copper is looking strong, apparently due in part to China stockpiling it, and this of course augurs well for the Precious Metals, especially silver, as copper "shows the way," which is why it is known as Dr. Copper. As we can see on its 5-year chart, it has already broken out of a Head-and-Shoulders bottom to enter a bullmarket. Right now it is overbought and has resistance to work its way through, so periods of consolidation are to be expected.

Friday, September 01, 2017

Three Oil & Gas Names for Volatile Times in the Energy Sector / Commodities / Oil Companies

By: The_Energy_Report

With oil and gas prices not easy to predict, Samuel Pelaez, chief investment officer and portfolio manager of Galileo Funds, explains the algorithms that track "quantamentals," and discusses several companies that he expects to outperform.

The Energy Report: Sam, you employ what you call "quantamental" models. Would you explain what they are?

Thursday, August 31, 2017

4 Reasons Why “Gold Has Entered A New Bull Market” – Schroders / Commodities / Gold and Silver 2017

By: GoldCore

– 4 reasons why “gold has entered a new bull market” – Schroders
– Market complacency is key to gold bull market say Schroders
– Investors are currently pricing in the most benign risk environment in history as seen in the VIX
– History shows gold has the potential to perform very well in periods of stock market weakness (see chart)
– You should buy insurance when insurers don’t believe that the “risk event” will happen
– Very high Chinese gold demand, negative global interest rates and a weak dollar should push gold higher

Wednesday, August 30, 2017

Gold Reset To $10,000/oz Coming “By January 1, 2018” – Rickards / Commodities / Gold and Silver 2017

By: GoldCore

– Trump could be planning a radical “reboot” of the U.S. dollar
– Currency reboot will see leading nations devalue their currencies against gold
– New gold price would be nearly 8 times higher at $10,000/oz
– Price based on mass exit of foreign governments and investors from the US Dollar
– US total debt now over $80 Trillion – $20T national debt and $60T consumer debt
– Monetary reboot or currency devaluation seen frequently – even modern history
– Buy gold eagles, silver eagles including monster boxes and gold bars 
– Have a 10% allocation to gold, smaller allocation to silver

Wednesday, August 30, 2017

A Very Good Day for Gold / Commodities / Gold and Silver 2017

By: Clive_Maund

What happened yesterday in the gold market was VERY bullish. After looking like it was topping out at its April and June highs, gold surged through them. While we were wary of it topping out here like a lot of traders, we definitely have a handle on the big picture which couldn't be more positive, with the dollar set to crash as it heads towards loss of its reserve currency status, and a slowly dawning awareness among the hordes of fools holding paper denominated gold, that the only thing that matters is physical possession—if you own paper gold, you could find yourself well and truly out in the cold. You can wave your piece of paper in the air and demand delivery, only to be bluntly informed "Sorry, mate—none left—go ask the Chinese if they'll let you have a little".

Wednesday, August 30, 2017

Alert: Gold Price Breaks Out to New 2017 High / Commodities / Gold and Silver 2017

By: MoneyMetals

Gold’s naysayers and doubters came out in full force earlier this summer as sentiment reached its nadir. The mid-year pullback in prices did, too.

There can be no doubt about it now – gold has broken out of its summer doldrums. On Monday, the yellow metal finally broke through the longstanding $1,300/oz resistance zone to make a new high for the year at $1,316.

Tuesday, August 29, 2017

Gold Price Surges 2.6% After Jackson Hole and North Korean Missile Launch / Commodities / Gold and Silver 2017

By: GoldCore

– Gold surges as N. Korea fires ballistic missile over Japan
– Safe haven buying sees gold break out to 10-month high after Jackson Hole and rising North Korea risk of attack on Guam
– South Korea’s air force dropped eight MK 84 bombs near Seoul;  simulating the destruction of North Korea’s leadership
– Gold rises from $1,291 to $1,325; Silver surges 3.2% from $17.05 to $17.60
– Volatility as seen in VIX surges as stocks fall; FTSE -1.1%

Tuesday, August 29, 2017

Gold and Silver - Shifting the Narrative / Commodities / Gold and Silver 2017

By: The_Gold_Report

Precious metals expert Michael Ballanger discusses gold's breakout and its correlation to the U.S. dollar and cryptocurrencies. For most of the past eight weeks, the financial media have been attempting to tilt the scales of conversation away from the weak macro backdrop in favor of the new initiative on Afghanistan and/or the Trump White House and/or domestic and international terror. As stocks rally in the face of flat earnings growth and rising P/Es, I have noticed an unwavering tendency for dips to be bought firstly by the pre-programmed computer programs, then by traders, and finally by the investing public who continue to behave as instructed by the Behavioral Architects that reside within the Working Group on Capital Markets and execute through the N.Y. Federal Reserve. Similarly, gold now above $1,300 and silver above $17.10 have in the past been faded like old swimsuits as all eyes are glued to the rising open interest and bullion bank aggregate short positions that are historical precursors for criminal takedowns.

Monday, August 28, 2017

The Amount Of Dollars In Existence Relative To The Silver Price Points To Much Higher Prices / Commodities / Gold and Silver 2017

By: Hubert_Moolman

Silver is currently trading around $17 an ounce. This is around 34% of its 1980 all-time high of $50. However, this is an incomplete representation of what silver is really trading at, relative to US dollars. When you look at the silver price, relative to US currency (the amount of actual US dollars) in existence, then it is at its lowest value it has ever been.

Monday, August 28, 2017

Diversify Into Gold On U.S. “Political Instability” Advise Blackrock / Commodities / Gold and Silver 2017

By: GoldCore

– Gold set to shine as Washington stumbles
– “Bet on gold’s diversifying properties rather than political stability”
– World’s largest asset manager believes Trump and political drama in the U.S. means gold likely to rise
–  Real rates flattening out and rising political instability – Blackrock’s Koesterich

Sunday, August 27, 2017

Gold Stocks Quietly Leading Gold Price / Commodities / Gold and Silver Stocks 2017

By: Jordan_Roy_Byrne

Welcome to the dog days of summer. The low volatility in precious metals continues. Janet Yellen or some other Fed heads said something Friday. Precious Metals sold off but quickly recovered. It appears that not much has transpired in recent weeks as precious metals have grinded higher, albeit slowly. However, while it may be a fledgling development, the miners appear to be leading Gold now.

Saturday, August 26, 2017

Gold Junior Stocks Q2 2017 Fundamentals / Commodities / Gold and Silver Stocks 2017

By: Zeal_LLC

The junior gold miners’ stocks have spent months grinding sideways near lows, sapping confidence and breeding widespread bearishness.  The entire precious-metals sector has been left for dead, eclipsed by the dazzling Trumphoria stock-market rally.  But traders need to keep their eyes on the fundamental ball so herd sentiment doesn’t mislead them.  The juniors recently reported Q2 earnings, and enjoyed strong results.

Four times a year publicly-traded companies release treasure troves of valuable information in the form of quarterly reports.  Companies trading in the States are required to file 10-Qs with the US Securities and Exchange Commission by 45 calendar days after quarter-ends.  Canadian companies have similar requirements.  In other countries with half-year reporting, some companies still partially report quarterly.

Friday, August 25, 2017

The Truth About Bundesbank Repatriation of Gold From U.S. / Commodities / Gold and Silver 2017

By: GoldCore

– Bundesbank has completed a transfer of gold worth €24B from France and U.S.
– Germany has completed domestic gold storage plan 3 years ahead of schedule
– In the €7.7 million plan, 54,000 gold bars were shipped and audited
– In 2012 German court called for inspection of Germany’s foreign gold holdings

Friday, August 25, 2017

Will the Fuel Cells Vehicles Save Platinum and Palladium? / Commodities / Platinum

By: Arkadiusz_Sieron

Although everyone agrees that the electric revolution is looming, there is no consensus about the pace and the detailed form of the upcoming shifts in the automotive industry. In particular, some miners and analysts believe that fuel cell cars will spur or at least support the demand for platinum and palladium. For example, the world’s three largest platinum producers (Anglo American Platinum, Impala Platinum and Lonmin) invested in projects related to fuel cell technologies. Indeed, the white metal is used in catalysts in fuel cells vehicles, where power comes from combining hydrogen and oxygen over a platinum catalyst. The game is definitely worth the candle: today’s fuel cell cars need a full ounce of platinum versus a 2-4 grams PGM loading for the average gasoline or diesel vehicle.

Friday, August 25, 2017

Gold Price Is Forming Triangle Pattern / Commodities / Gold and Silver 2017

By: Franco_Shao

After touching 1.3000 important psychological level, XAUUSD pulled back from 1300.82 and formed a triangle pattern on its 4-hour chart. The triangle pattern is likely consolidation of the uptrend from 1204.77, another rise could be expected after the consolidation.

Friday, August 25, 2017

Are Precious Metals About To Go Parabolic? / Commodities / Gold and Silver 2017

By: Avi_Gilburt

With the metals providing us with the pullback we were expecting in our report last weekend (Aug 12-13), they continued to push higher from that pullback. Moreover, the structure continues to look quite bullish. However, the only question the market has yet to answer is if we see one more drop before the parabolic rally commences, or if we simply begin to rally strongly from here.

Friday, August 25, 2017

Gold versus Bitcoin BTC / Commodities / Gold and Silver 2017

By: SurfCity

I don’t want to start a religious war here but clearly in 2017, BitCoin has vastly outperformed Gold as my first chart shows. I am still very positive that Gold and the PM sector will have its time in the sun again, but GBTC has given me another asset to trade while Gold and PMs have largely consolidated sideways for most of the year.

That said, the move in BitCoin appears to me to be in Wave 5 of an Elliott Wave pattern which will lead to a major top. Once it tops, according to Mr. Elliott, we will very likely see an ABC correction which will move price much lower than most expect. That is what is needed to re-set investor sentiment to bearish so the next leg up can begin. My second chart on GBTC shows the Wave 3 and 5 Parabola’s on the chart. These never end well but I will be doing my best to squeeze as much out of this Wave 5 move as I can.

Friday, August 25, 2017

Crude Oil – Declining Inventories vs. Climbing Production / Commodities / Crude Oil

By: Nadia_Simmons

On Wednesday, light crude gained 1.21% after the EIA weekly report showed declines in crude oil and gasoline inventories. As a result, the black gold came back above the lower border of the trend channel, but can we trust this increase?

Friday, August 25, 2017

Grant Williams: History Is About to Repeat Itself Again… and It Might Get Ugly / Commodities / Gold and Silver 2017

By: HAA

Shannara Johnson writes: Grant Williams believes that the 76 million retiring Baby Boomers will trigger a major pension crisis. He should know, because he’s been studying financial history and telltale crisis patterns for nearly two decades.

“With that potentially bad situation we could face,” the seasoned asset manager and co-founder of Real Vision TV said in a recent Metal Masters interview, “holding physical metal, somewhere safe, somewhere outside the banking system, is just a sensible precaution to take.”

Thursday, August 24, 2017

The Next Oil Price Spike May Cripple The Industry / Commodities / Crude Oil

By: OilPrice_Com

Two diametrically opposed views dominate the current debate about where the oil price is heading. On the one hand, there is the view that the price of oil will be "lower for longer", or even "lower forever", as the electrification of transport will eat away at oil demand more and more while, at the same time, technological innovation (shale in particular) will greatly increase economically recoverable resources. On the other hand, however, there is the view that the price of oil is set to explode, primarily due to underinvestment in the upkeep of brownfields, development of greenfields, and exploration for new resources.