Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, May 10, 2016
Gold And Silver Bullion ‘Super Bull Market’ Initiated Says David Morgan - Video / Commodities / Gold and Silver 2016
‘Silver guru’ David Morgan was recently interviewed by Future Money Trends and said that the gold and silver bullion “super bull market” has been initiated.
“We are finally in the very beginning of the new bull market which will be the most exciting as the third leg up is the one that is the most rewarding. In fact few will believe just how high the precious metals will go. The end date is most likely 2018/2019 at this point.”
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Tuesday, May 10, 2016
When Will Uranium Emerge from the Shadow of Fukushima? / Commodities / Uranium
Joe Reagor of ROTH Capital Partners explains the factors that have kept uranium spot prices down, how much longer they will be in effect, and why uranium should be on investors' radar screens today. He also discusses four uranium companies that are in position to benefit from the looming uranium shortage.
The Energy Report: How do you see the big picture for uranium? Spot prices have dropped recently. Are you still bullish?
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Tuesday, May 10, 2016
After COT Data Shocker, No Surprise Gold is Down $30 Today / Commodities / Gold and Silver 2016
Technical analyst Jack Chan shows why Friday's COT data was so shocking and what it means for gold.
Monday, May 09, 2016
Oil Stocks - Invalidation of Breakout above Important Lines and Its Consequences / Commodities / Oil Companies
In the previous week, crude oil moved higher once again and re-tested the strength of the key resistance zone. Despite this improvement, oil bulls didn't manage to hold gained levels, which resulted in another invalidation of earlier breakouts. What happened at the same time with oil stocks? Will they follow crude oil's moves in the coming weeks? Let's jump right into charts (chart courtesy of http://stockcharts.com) and find out what can we infer from them.
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Monday, May 09, 2016
Commodities Overtake Stocks and Bonds with Best Rally Since 2010! / Commodities / Commodities Trading
Traders who follow the price of gold and silver, should keep an eye out on the U.S. dollar index. The dollar has been within a trading range for more than a year. During December of 2015, the dollar rose to test the highs at 100, however, since February of 2016, the dollar has been in a downtrend, as shown in the chart below.
The FED has reduced the expectations of a rate hike in 2016 from one full percentage point, in the beginning of the year, to a half percent and perhaps to none at all. However, my expectation is that the FED may have to start rolling back this increase before the end of 2016.
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Monday, May 09, 2016
Price Of Gold Is Breaking Out But “Commercial Traders” On The Wrong Side? / Commodities / Gold and Silver 2016
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
Saturday, May 07, 2016
Gold Sector Checkup After the ‘Inflation Trade’ Bounce / Commodities / Gold and Silver 2016
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.
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Saturday, May 07, 2016
Gold And Silver ARE The Only Money [Hardly] In Existence / Commodities / Gold and Silver 2016
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
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
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.
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Friday, May 06, 2016
Gold Stocks Rise Too Far Too Fast? / Commodities / Gold and Silver Stocks 2016
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
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
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
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.
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Friday, May 06, 2016
When Gold Confiscation Is a Personal Choice / Commodities / Gold and Silver 2016
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
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
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
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
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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