Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, May 27, 2017

Silver Mining Stocks Fundamentals / Commodities / Gold and Silver Stocks 2017

By: Zeal_LLC

The silver miners’ stocks have been slowly grinding higher this year, but it’s been a volatile ride.  This sector’s alternating surges and plunges have spawned outsized swings in sentiment, really distorting investors’ perceptions of the major silver miners.  But once a quarter earnings season arrives, revealing their hard fundamental realities which dispel the obscuring sentiment fogs.  The silver miners reported a solid Q1.

Four times a year publicly-traded companies release treasure troves of valuable information in the form of quarterly reports.  These are generally due by 45 days after quarter-ends in the US and Canada.  They offer true and clear snapshots of what’s really going on operationally, shattering the misconceptions bred by the ever-shifting winds of sentiment.  There’s no silver-miner data that is more highly anticipated than quarterlies.

Friday, May 26, 2017

What Is Chen Buying? Gold, Cobalt, Phosphate and Biotech. . . / Commodities / Gold and Silver 2017

By: The_Gold_Report

With the market in flux, Chen Lin of the popular newsletter What Is Chen Buying?, What Is Chen Selling? is hedging his bets with investments in a variety of companies in different sectors.

The market is taking one step back and two steps forward. The momentum is still carrying the market higher, though the internals started to show signs of weakness. The gold market is, in general, moving opposite to the market. If the market continues to rally, gold will come off. I believe gold will likely be range-bound in the near term, until the traditional gold run in the fall. There may be swing trading opportunities while we are waiting.

Thursday, May 25, 2017

What the Commodity Cycle Means for Precious Metals Prices / Commodities / Gold and Silver 2017

By: MoneyMetals

The cycle for any commodity follows the same basic pattern…

When prices are low, production falls. As new supplies diminish, the market tightens and prices move higher. The higher prices incentivize producers to invest in production capacity and increase output. Eventually, the market becomes oversupplied, prices fall, and the cycle starts all over again.

Thursday, May 25, 2017

Should I Invest My Fortune in Gold? Inaugural Lecture by Dr Brian Lucey / Commodities / Gold and Silver 2017

By: GoldCore

PRESENTATION HIGHLIGHTS

– Should I invest my fortune in gold?
– Lessons from gold and silver: Reviewing the research
– What precious metals can tell us about finance?
– What are precious metals and why should we care?
– What size of market and how evolved over time?
– Long and detailed history of gold and silver as money
– What does a tonne of gold look like?

Wednesday, May 24, 2017

The No.1 Commodity Play In The World Today / Commodities / Metals & Mining

By: OilPrice_Com

Wednesday, May 24, 2017

Randgold Resources Short Term Bullish Sequence / Commodities / Gold and Silver Stocks 2017

By: ElliottWave-Forecast

Randgold Resources (NASDAQ: GOLD) was founded 22 years ago in 1995, it’s a gold mining business operating in Africa mainly in Mali. The price of Gold & Silver dropped significantly early this month, which put a lot of pressure on mining stocks, but Randgold was one of the strongest and managed to rally %14 to make new 2017 high. Let’s take a look at the technical chart to show the potential path.

Wednesday, May 24, 2017

Gold and Silver Bullion Now Treated As Money In Arizona / Commodities / Gold and Silver 2017

By: GoldCore

Gold and Silver Bullion Now Treated As Money In Arizona

Wednesday, May 24, 2017

Another Useless Gold Golden Cross Signal / Commodities / Gold and Silver 2017

By: P_Radomski_CFA

Once again gold moved higher for some time, which once again made the short-term moving averages (including the 50-day moving average) rise faster than the long-term ones (including the 200-day moving average), which in turn generated the "all-important" golden cross and it is once again heavily commented by financial journalists and reported as something bullish.

There is one tiny problem with the above "analysis" - it's not analysis. Those, who are reporting this "bullish" development didn't check if it is indeed bullish – they are simply repeating the dictionary definition of the "golden cross" and they automatically assume that it applies to all markets, in which it is seen.

Wednesday, May 24, 2017

It’s Better to Buy Gold & Silver When It DOESN’T Feel Good / Commodities / Gold and Silver 2017

By: MoneyMetals

Mike Gleason: It is my privilege now to welcome back David Smith, Senior Analyst at The Morgan Report and regular contributor to MoneyMetals.com. David, thanks for joining us again. How've you been sir?

David Smith: Very good Mike, it's great to be back.

Mike Gleason: Well, before we get into other topics such as the Silver Institute's latest report on the silver market and also the article you wrote for us recently on digital currencies, crypto-currencies, and so forth, I first want to have you set the stage here on where we are and where we've been in the metals markets. The year got off to a good start in gold and silver and then in April, we saw the typical smack down on the futures markets. Silver, for instance, gave back nearly all of its gains during an unprecedented 16-day losing streak and fell about 12% over that period.

Tuesday, May 23, 2017

Shale Oil & Gas Production Costs Spiral Higher As Monstrous Decline Rates Eat Into Cash Flows / Commodities / Shale Oil and Gas

By: Steve_St_Angelo

If you believe the recent surge in U.S. oil production suggests that good times are here once more, think again. While the U.S. oil industry continues to increase production by adding a great deal more drilling rigs, there is serious trouble taking place in the shale patch that very few are aware. This has to do with the rapid deterioration of oil and gas economics as horrendous decline rates eat into company cash flows.

Tuesday, May 23, 2017

Manchester Attack Sees Asian Stocks Fall, Gold Firm / Commodities / Gold and Silver 2017

By: GoldCore

The appalling attack in Manchester overnight in which over 22 people have been killed has led to a slight uptick in risk aversion in markets.

Investors are cautious after police said they were treating a bombing at a concert in the Manchester Arena as a “terrorist incident”.

Tuesday, May 23, 2017

US Dollar Breakdown Clears The Way For A 70s Style Silver Rally / Commodities / Gold and Silver 2017

By: Hubert_Moolman

The apparent breakdown of the US Dollar Index is setting silver up for a spectacular rally. In fact, it could rally like it did in the late 70s. Below, is a long-term chart of the US dollar Index:

Tuesday, May 23, 2017

Today's Stunted Oil Prices Could Cause Oil Price Shock In 2020 / Commodities / Gold and Silver 2017

By: OilPrice_Com

As oil prices remain unsteady and OPEC continues to make headlines every hour, the world is focused on oil’s immediate future. As Saudi Arabia announces plans to slash production and move their economy away from oil dependency, many industry insiders are predicting that the now over-saturated market will reach an equilibrium with higher commodity prices by 2018 and U.S. shale production will continue to grow along with global demand.

Tuesday, May 23, 2017

The Only Metal Trump Wants More Than Gold / Commodities / Metals & Mining

By: OilPrice_Com

Tuesday, May 23, 2017

Is the Gold Price Correction Over? / Commodities / Gold and Silver 2017

By: The_Gold_Report

With confidence in the post-election "Trump inflation trade" waning, Rudi Fronk and Jim Anthony, cofounders of Seabridge Gold, set out their thesis for the end of the current correction in the gold market.

Tuesday, May 23, 2017

Gold Long-Term Trend Is Bullish Despite Resistance / Commodities / Gold and Silver 2017

By: Ed_Carlson

Gold rallied $26.50/oz. last week closing at 1,252.70 and above the 200-dma. Gold is finding resistance from the December trendline and the detrended oscillator is overbought warning of a pullback. Gold priced in Euros (lower) isn’t very bullish on gold’s prospects either. Cycles have us looking for a decline into mid-May and possibly as early as last week.

Monday, May 22, 2017

What an America First Trade Policy Could Mean for the US Dollar / Commodities / Crude Oil

By: John_Mauldin

JACOB L. SHAPIRO : It was only a few months ago that OPEC, once the de facto arbiter of oil markets, seemed to have a plan to inflate the price of oil: The cartel, along with several non-OPEC members, agreed in December to cut production by roughly 1.2 million barrels per day.

And for the first quarter of 2017, OPEC largely made good on its pledge. It produced 1.1 million fewer barrels of oil per day in the first quarter of 2017 than it did in the final quarter of 2016. Saudi Arabia, OPEC’s largest producer, accounted for 55% of the cuts.

Monday, May 22, 2017

James Rickards: Gold’s “Decisive Turn Around” – “Next Stop Is $1,300 Or Higher” / Commodities / Gold and Silver 2017

By: GoldCore

James Rickards via Daily Reckoning

But the most important development this week may be the one you never heard about on the news or the internet.

On May 10, gold launched a decisive turnaround from its most recent decline.

Monday, May 22, 2017

Gold and Sillver Markets - Silver Price Sharp Selloff - 22nd May / Commodities / Gold and Silver 2017

By: The_Gold_Report

Technical analyst Jack Chan charts the latest moves in the precious metals market, noting a price bounce off positive divergence

Saturday, May 20, 2017

Gold Somewhat Ignores US Dollar Weakness / Commodities / Gold and Silver 2017

By: Jordan_Roy_Byrne

The precious metals complex rebounded as expected after becoming very oversold just a few weeks ago. The rebound has been aided by weakness in the US Dollar, which plunged roughly 2% over several days. However, upon further inspection Gold’s rebound has been entirely dollar-centric. Gold has remained weak in real terms and strength in the gold stocks and Silver has been rather muted. In short, the lack of much stronger performance in the face of US Dollar weakness bodes for increasing downside risk over the near term.