Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, May 09, 2016
Price Of Gold Is Breaking Out But “Commercial Traders” On The Wrong Side? / Commodities / Gold and Silver 2016
By: Chris_Vermeulen
Price of Gold: The activities of the ‘commercial traders’ in the COT data is closely watched by the market participants, as they are believed to be the smartest of the lot. They take deliveries on their bets, unlike the speculators, who have no interest in taking a delivery.
If you have followed the ‘commercial traders’, without paying attention to my proprietary predictive trend and cycle analysis for the price of gold and silver, you would be sitting on large losses, due to their ‘short positions’ which mean they expect price to move lower.
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Sunday, May 08, 2016
Five Bull Market Rules (in Gold & Precious Metal Stocks as well) / Commodities / Gold and Silver 2016
By: Denali_Guide
Lets look at some observations, often called RULES, that apply to
Saturday, May 07, 2016
Gold Sector Checkup After the ‘Inflation Trade’ Bounce / Commodities / Gold and Silver 2016
By: Gary_Tanashian
There has been a lot of talk about how gold is not a good inflation hedge. Indeed, with the recent bounce in inflation expectations, this was shown to be true over a short timeframe, at least in relation to silver and other commodities. Gold sagged while the more inflation-sensitive commodities bounced.
Saturday, May 07, 2016
Gold And Silver ARE The Only Money [Hardly] In Existence / Commodities / Gold and Silver 2016
By: Michael_Noonan
Gold and silver ARE money. Neither is a "currency," although money is often cited as interchangeable with currency. Take the Federal Reserve Note, [please!], as an example. A Federal Reserve Note [FRN], is more commonly known as a "dollar." Even though the word "dollar" appears on every FRN, each and every FRN is a debt instrument issued by the Federal Reserve and not a true dollar. The Federal Reserve is a privately held corporation, owned mostly by certain european bankers, and may include the Rockefellers, from the US.
Read full article... Read full article..."When a government is dependent upon bankers for money, they and not the leaders of the government control the situation, since the hand that gives is above the hand that takes... Money has no motherland; financiers are without patriotism and without decency; their sole object is gain." - Napoleon Bonaparte, Emperor of France, 1815
Saturday, May 07, 2016
Precious Metals Complex Combo Chart... / Commodities / Gold and Silver 2016
By: Rambus_Chartology
Below is a long term weekly chart we've been following which shows the breakouts and backtesting that have been going on for several months with gld and slv, and just 5 weeks or so for the HUI. This big picture look from 35,000 feet shows how infant this new bull market is right now. It was basically born back in January of this year and is just opening its eyes. What we want to see now is a higher high in the coming days and weeks.
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Saturday, May 07, 2016
Misreading Gold and Silver CoTs, Again / Commodities / Gold and Silver 2016
By: Jordan_Roy_Byrne
Nearly two months ago I published a video in which I discussed conventional CoT analysis and the mistake many investors might make assuming Gold and gold stocks would undergo a big correction. The fact is a bull market that follows a nasty bear usually stays very overbought throughout its first year and therefore sentiment indicators remain in bullish territory. As a result of the primary trend change, conventional CoT analysis fails and requires an adjustment. Today we look at the Gold and Silver CoT's while harping on a few of the mistakes people are making.
Friday, May 06, 2016
Gold Stocks Rise Too Far Too Fast? / Commodities / Gold and Silver Stocks 2016
By: Zeal_LLC
The gold-mining stocks have skyrocketed this year, radically outperforming every other sector. Smart contrarians who bought them low late last year and in January have seen their capital doubled, tripled, and even quadrupled! But such blistering gains raise the ominous specter of crippling overboughtness, conditions preceding major toppings. Have gold stocks come too far too fast to continue their epic run?
The magnitude of recent months’ gold-stock surge is simply stunning. Between mid-January and the end of April, this sector’s flagship HUI NYSE Arca Gold BUGS Index blasted 131.8% higher in merely 3.3 months! This was largely mirrored by the leading gold-stock ETF, the GDX VanEck Vectors Gold Miners ETF. GDX saw stupendous gains of 107.1% over this same span. Gold stocks have been on fire!
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Friday, May 06, 2016
Gold Leasing Explained / Commodities / Gold and Silver 2016
By: Arkadiusz_Sieron
According to popular opinion, gold does not bear interest. Although that is true for retail investors, gold lending is an integral part of the gold wholesale market. What is gold leasing and how does it affect gold prices?
A lease is a contract where an asset is rent to someone else. As odd as it sounds, gold is also leased. Why? Well, on the one hand, some entities own gold they need to put to work, e.g. the bullion banks that hold a metal as a debt to their customers, so they can lease it out to earn money. On the other hand, there are companies in the gold industry who, for some reasons, prefer to borrow the metal instead of buying it outright. For example, there might be a gold mining company which expects to have one thousand ounces of gold from its production. However, the metal will be ready to sell in the market not earlier than before one month, since it must be refined etc.
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Friday, May 06, 2016
Buy Gold, ‘Get Out Of The Stock Market’ Warns Druckenmiller / Commodities / Gold and Silver 2016
By: GoldCore
Buy gold and ‘get out of the stock market,’ legendary billionaire investor Stanley Druckenmiller, advised investors this week at an investment conference in New York.
Druckenmiller, who has one of the best long-term track records in money management, said the stock market bull market has “exhausted itself” and that gold “remains our largest currency allocation.”
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Friday, May 06, 2016
Gold and Silver Companies with the Potential to Move the Needle / Commodities / Gold and Silver 2016
By: The_Gold_Report
The two times mining companies add the most value are upon first discovery and when they are nearing development and production. Joe Reagor of ROTH Capital Partners focuses on the latter group, and in this interview with The Gold Report, he discusses a handful of gold and silver companies poised to move up the value curve even if gold and silver don't go up.
Friday, May 06, 2016
When Gold Confiscation Is a Personal Choice / Commodities / Gold and Silver 2016
By: MoneyMetals
The specter of government forcefully confiscating gold is still roaming around out there.
That nagging prospect dampens many buying decisions, unfortunate at a time when gold, and especially silver, are near historically bargain basement prices when measured in fiat currency.
Buy low, sell high only works for those who buy low.
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Thursday, May 05, 2016
Monetary Liquifaction, Gold And The Time Of The Vulture / Commodities / Gold and Silver 2016
By: Darryl_R_Schoon
Liquifaction: … 3: conversion of soil into a fluidlike mass during an earthquake or other seismic event, 4: inability of flooded capital markets to absorb additional capital without destabilizing paper assets, e.g. stocks, bonds, currencies, etc., 5. a monetary phenomena associated with the collapse of capital markets.
Inflation is always and everywhere a monetary phenomena caused by an increase in the money supply, the greater the increase, the greater the inflation. If the money supply expands with sufficient rapidity, inflation becomes hyperinflation and paper money loses all value.
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Thursday, May 05, 2016
Investing After the Global Commodities Super-Cycle / Commodities / Commodities Trading
By: Dan_Steinbock
While cyclical challenges remain tough in global commodities, structural realities look more tolerable.According to conventional wisdom, the challenges of global commodities can be attributed to China’s slowdown and poor growth prospects. Advanced economies are not immune. In the US, just two commodity-related sectors – oil and gas, as well as metals and steel – accounted for more than half of the defaults in 2015.
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Thursday, May 05, 2016
A Few Facts About Gold That Nay-Sayers Conveniently Ignore / Commodities / Gold and Silver 2016
By: Graham_Summers
We continue to see articles by so called “experts” trashing Gold and Silver as investments. Gold is everything from a “Pet Rock” to a “Dumb Investment” or “Barbarous Relic.”
Do these people even bother doing research? Or are they just stock shills?
First and foremost, you cannot compare Gold’s performance relative to stocks anywhere before 1967.
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Wednesday, May 04, 2016
Fear Not Gold Bugs, Gold Ratios Well Intact / Commodities / Gold and Silver 2016
By: Gary_Tanashian
What has been going on since mid-February is a burst of the ‘inflation trade’ as evidenced by silver’s leadership in the precious metals sector. This opened the barn door for all kinds of inflated animals to flee into the light of day, and for commodity and inflation boosters to do their thing. As often happens with silver, things were pushed to and even through their limits. Silver went up, oil went up, base metals went up and stocks went up.
But what we should do is retire back to some of the things that actually indicated bullish for the gold sector well before the mini hysteria (and market relief) cropped up. A pullback/correction in gold stocks would be an opportunity.
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Wednesday, May 04, 2016
Silver Bullion Has Key New Player – China Replaces JP Morgan / Commodities / Gold and Silver 2016
By: GoldCore
The silver bullion market has a key new player – Enter the Dragon. The Shanghai Futures Exchange in China is replacing JP Morgan bank and its clients as the most significant new source of demand according to a very interesting blog with some great charts and tables published by SRSrocco Report yesterday.
Wednesday, May 04, 2016
Why China Is Really Dictating the Oil Supply Glut / Commodities / Crude Oil
By: OilPrice_Com
Ship tracking data from Bloomberg shows that 83 supertankers carrying around 166 million barrels of oil are headed to China, which has stockpiled an impressive 787,000 barrels a day in the first quarter of 2016—the highest stockpiling rate since 2014.
While the world was speculating about oil prices plunging to $20 and $10 per barrel, China was busy stockpiling its reserves.
Wednesday, May 04, 2016
Gold Stock Picks Up Over 400%, What's Next ? / Commodities / Gold and Silver Stocks 2016
By: The_Gold_Report
A battle royale is brewing between gold bulls and commercial traders who are short gold, says Brien Lundin, publisher of Gold Newsletter. That tug of war, which should play out in the coming weeks, could result in either a severe correction or a spectacular rise in the price of gold and silver. No matter which way it goes, in this interview with The Gold Report, Lundin recommends that investors continue to look at companies with world-class resources that are still being priced at a fraction of what their values should be. Lundin should know; some of his recommendations are up more than 400% from December and January.
Tuesday, May 03, 2016
What is the Real Value of Gold Today? / Commodities / Gold and Silver 2016
By: Rodney_Johnson
Gold is on a tear this year. The precious metal is up 19%. That’s great! Those holding gold should be happy with their gains. If they take their coins to the grocery store they can buy, well, absolutely nothing. But they can sell their gold to someone else for some printed pieces of cotton (our noble currency) before making their way to the local Whole Foods.
To be fair, some gold coins were actual money many years ago, like the $20 gold piece. In some states it is legal to use these coins today as money, but only for face value, which would be stupid. For all intents and purposes, gold is not money today.
Tuesday, May 03, 2016
Gold Stocks in the Danger Zone / Commodities / Gold and Silver Stocks 2016
By: Bob_Kirtley
The bears have been in charge for the last 4 years or so taking both gold and silver into the depths of despair. The associated mining companies also felt the cold with many having to postpone projects, slash dividends and implement a series of cost cutting measures.
As with most bear markets there were a number of rallies which turned out to be head fakes or bear traps as gold lost its momentum. We can all recall just how well 2015 started as gold bolted in January to higher ground bringing much joy to the perma gold bulls. Alas gold couldn’t maintain it strength and spent the remainder of the year drifting to its lowest level for some time. Fast forward to this year and we can see once again gold has started like an Olympic sprinter taking the price of gold to within touching distance of $1300.00/oz. Silver was a tad slow to start but has now joined the fun by breaching previous resistance levels and confirming golds strength.
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