Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, August 05, 2017

Gold Stocks’ Autumn Rally / Commodities / Gold and Silver Stocks 2017

By: Zeal_LLC

The gold miners’ stocks have suffered a lackluster year so far, mostly lagging gold’s solid new upleg.  But that vexing underperformance should soon give way to a big catch-up surge.  The deeply-out-of-favor gold stocks are now entering their strong season, which starts right about now with a powerful autumn rally.  That generates major gains on average in bull-market years, and this year’s upside potential is exceptional.

Seasonality is the tendency for prices to exhibit recurring patterns at certain times during the calendar year.  While seasonality doesn’t drive price action, it quantifies annually-repeating behavior driven by sentiment, technicals, and fundamentals.  We humans are creatures of habit and herd, which naturally colors our trading decisions.  The calendar year’s passage affects the timing and intensity of buying and selling.

Saturday, August 05, 2017

Gold Consolidates On 2.5% Gain In July After Dollar 5 Monthly Decline / Commodities / Gold and Silver 2017

By: GoldCore

– Gold consolidates on 2.5% gain in July as the dollar has fifth monthly decline
– Trump administration and vicious “civil war” politics casting shadow over America and impacting dollar
– All eyes on non farm payrolls today for further signs of  weakness in U.S. economy
– Gold recovers from 1.7% decline in June as dollar falls
– Gold outperforms stocks and benchmark S&P 500 YTD

Friday, August 04, 2017

This Just Changed Everything: Marijuana Green Profits Are Being Unleashed / Commodities / Cannabis

By: The_Gold_Report

Kenneth Ameduri, founder of Crush the Street, discusses why he believes now is a good time to take advantage of cannabis investing opportunities.
There is nothing wrong with being part of bubbles. It's the formation and expansion of a bubble that you want to be positioned in.

Friday, August 04, 2017

Silver Analogies – Invalidated? / Commodities / Gold and Silver 2017

By: P_Radomski_CFA

Some time ago we discussed the analogies in the silver market and the implication of the analogies was that a big decline should follow. However, we have not seen anything epic on a medium-term basis – only a local (yet powerful) intra-day slide. Was the analogy invalidated and did the outlook become bullish?

Let’s take a closer look at the silver chart (charts courtesy of http://stockcharts.com) and begin today’s analysis by reminding ourselves the analogies that we are going to discuss in greater detail.

Thursday, August 03, 2017

Copper Price Cycles Update / Commodities / Gold and Silver 2017

By: SurfCity

My gut tells me that Copper will likely test the $3 level before its 5-6 month Intermediate Cycle tops out. The daily RSI is in the nosebleed section, however, as we are approaching the 3 month mark in its current uptrend.

Nearer term, my Trading Cycle count is a bit cloudy but my preferred count is day 31. We have formed a swing low once again but we did so last week only to move slightly higher.

Wednesday, August 02, 2017

This Oil Price Rally Has Reached Its Limit / Commodities / Crude Oil

By: OilPrice_Com

Last week, crude oil rallied the most so far this year, gaining more than 8 percent, or $4 per barrel. Oil traders are much more optimistic than they were just a month ago, and the market is on the upswing. However, the rally could run out of steam in the not-so-distant future, a familiar result for those paying attention to the oil market in the last few years.

Wednesday, August 02, 2017

Precious Metals Break Out Now Or In A Few Weeks? / Commodities / Gold and Silver 2017

By: Avi_Gilburt

This past week, the GDX has finally taken out its resistance at 22.65, and provided us with some semblance of an impulsive structure off the recent lows. However, the micro structure it is not the cleanest of structures, similar to silver.

Yet, as long as the metals do not break below their July lows, we are again set up to see a massive break out. While I still cannot tell you if the metals will take advantage of that set up, as they failed to do so the last time we had a break out set up, if they do not take advantage of this set up within the next few weeks, we could see a major failure to launch take hold, and drop us lower than the bulls would care for. So, it seems it’s time for the metals to step up.

Wednesday, August 02, 2017

Gold and Silver Seasonality an Advantage to Seasoned Investors / Commodities / Gold and Silver 2017

By: Michael_J_Kosares

Many investors rightly believe that the gold and silver markets are moved most by geopolitical events, monetary policy, shifting economic paradigms such as inflation or deflation, and a number of other factors - most of which are covered regularly in this newsletter. Few know that there is another aspect to gold and silver's price behavior and that is its seasonality, as shown in the charts immediately below. Seasoned physical precious metals investors often time their purchases during the so-called "summer doldrums" when business is quiet and prices are down. It doesn't always work out that the price trends higher in the second half of the year. (Last year, for example, gold hit its peak of the year in July – the heart of the doldrums.) Given a 20-year history, though, it happens enough to warrant attention. Here we are in August – the month, as you can see, that offers a last chance before we move into the fall and winter busy season and its traditional predisposition to higher prices.

Wednesday, August 02, 2017

What a US Dollar Rebound Means for Gold Price / Commodities / Gold and Silver 2017

By: Jordan_Roy_Byrne

The decline in the US$ index in 2017 has been relentless. From a high of nearly 104 at the end of 2016, the US$ index has steadily declined to as low as 93.00. While this has certainly fueled the strength in precious metals, it has not been able to lift the sector as much as typically expected. That is because Gold’s performance relative to other assets has been weak and much weaker than in 2016. Friday Gold broke above key resistance of $1260/oz but it remains below its 2017 highs as the US$ index tests support amid a very oversold condition and negative sentiment. Simply put, Gold will have to prove itself in real terms if it is going to hold its ground or breakout as the US$ begins a likely bounce.

Tuesday, August 01, 2017

What Investors Can Learn From the Japanese Art of Kintsukuroi / Commodities / Gold and Silver 2017

By: GoldCore

– What investors can learn from the Japanese art of Kintsukuroi or Kintsugi – art of repairing broken pottery with gold
– Investors and savers can protect their savings with gold
– Savers and investors are being punished by negative to low interest rates
– Global debt levels, stock bubbles and reduced liquidity will lead to crisis
– Reinforce cracks with gold prior to money pot shatters

Tuesday, August 01, 2017

Crude Oil – Gold Link in July / Commodities / Crude Oil

By: Nadia_Simmons

On Friday, crude oil moved higher and hit a July peak supported by a weakening U.S. dollar and bullish Wednesday’s EIA weekly report. As a result, the black gold climbed above the 200-day moving average, but is it enough to trigger a rally above $50?

Monday, July 31, 2017

Bitcoin, ICO Risk Versus Immutable Gold and Silver / Commodities / Gold and Silver 2017

By: GoldCore

– Latest developments show risks in crypto currencies
– Confusion as bitcoin may split tomorrow
– SEC stepped into express concern over ICOs
– ICOs have so far raised $1.2 billion in 2017
– ICOs preying on lack of understanding from investors
– Physical gold not vulnerable to technological risk
– Beauty and safety in simplicity of gold and silver

Monday, July 31, 2017

Gold Price Would Test 1300 Resistance / Commodities / Gold and Silver 2017

By: Franco_Shao

XAUUSD recently broke above 1258.78 resistance and continued its bullish movement from the July 10 low of 1204.77, and the bullish movement extended to as high as 1270.81.

Monday, July 31, 2017

Precious Metals Stocks Alert: Gold Powerful Upleg Believed Imminent / Commodities / Gold and Silver 2017

By: Clive_Maund

Clive Maund analyzes the significant increase in Large Spec positions in gold and silver in the past week, and the gold stocks to gold ratio.

The significant increase in Large Spec long positions this past week in gold and silver from a very low level might be cause of concern to some, since it of course increases the risk of a reaction in these metals, but there is another much more positive way of looking at it, which is that, in the face of a continued albeit incremental rise in the prices of gold and silver, the Large Specs have suddenly realized their mistake in bailing out over the past couple of months, and are scrambling to get back on board.

Monday, July 31, 2017

... / Commodities / Crude Oil

By: OilPrice_Com

Sunday, July 30, 2017

Gold And Silver – Value Remains Irrelevant To Price / Commodities / Gold and Silver 2017

By: Michael_Noonan

Value is subjective, reflective of one’s feelings or opinions. In the minds of those who value gold, throughout the ages and around the world, this precious metal is deemed to have an intrinsic value superior to most other assets. The well-used adjective, intrinsic, is also subjective, construed as essential, belonging naturally in its association with gold. In the end, “intrinsic value” is elusive, a figment of one’s mind.

There are many, and we fall in this camp, who associate gold with an inherent preservation of wealth. This has been true throughout history but with intervening failures during some time frames. Failure may not be the most apt expression, but many detractors are happy to point out those times when gold did not retain its status as a wealth preserver, and in fact, losses were on the table for many who paid a price higher than for what their gold was sold. It happens. The net result of gold being a wealth preserver holds true, but with periodic, and some times substantial, yet temporary, reversals. This time will be no different.

Saturday, July 29, 2017

Chinese Leverage To Kill Petro-Dollar / Commodities / Crude Oil

By: Jim_Willie_CB

The Chinese Govt is greatly irritated by the requirement to use USDollars in payment for crude oil in the global market. The Beijing officials finally have some leverage in arranging for a major deal to pay for crude oil in RMB currency, their Yuan. The negotiations have been in progress for a couple months. The development is not covered well in the financial press, not even in the alternative media. It will happen, just a matter of time. Its effect will be far reaching and likely devastating.

Friday, July 28, 2017

Silly Money Printing, Negative Real Rates, & Restricted Supply Form “Great Scenario for Gold” / Commodities / Gold and Silver 2017

By: MoneyMetals

Mike Gleason: It is my privilege now to welcome in Frank Holmes, CEO and Chief Investment Officer at U.S. Global Investors. Mr. Holmes has received various honors over the years, including being named America's Best Fund Manager for 2016 by the Mining Journal. He is also the co-author of the book The Goldwatcher: Demystifying Gold Investing. And is a regular guest on CNBC, Bloomberg, Fox Business, as well as right here on the Money Metals Podcast.

Frank, welcome back and thanks for joining us again today. How are you?

Friday, July 28, 2017

Weakening US Economy Could Ignite Rally in Gold / Commodities / Gold and Silver 2017

By: HAA

John Grandits : One possible effect of the “America First” approach the Trump Administration vowed to take was a weaker US dollar. Shortly after we wrote about this earlier this year, the dollar index began a steady march lower, retreating 7% in just five months, from 102 in March to its current level of 95.

Not surprisingly, gold has risen almost 10% in US dollar terms during this time.

Friday, July 28, 2017

Platinum and Palladium Investment Potential / Commodities / Platinum

By: Arkadiusz_Sieron

In the previous sections of this edition of the Market Overview, we presented the demand and supply outlook for platinum and palladium. In that part, we would like to analyze the potential benefits of adding these precious metals into investment portfolio.

On the surface, platinum and palladium behave similarly to the yellow metal. Indeed, as the chart below shows, there is an important positive correlation between prices of these metals and gold. It should not be surprising as all four main precious metals – gold, silver, platinum, and palladium – are considered as currency, with an appropriate ISO 4217 code.