Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

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.

Tuesday, May 03, 2016

Central Banks Need a Higher Gold Price : Hello GATA / Commodities / Gold and Silver 2016

By: Dan_Norcini

A friend sent me some comments from Chris Powell over at GATA (headquarters for the gold manipulation crowd) writing about the possibility of a change in the thinking of the Central Banks in regards to the gold price.

Tuesday, May 03, 2016

Have Gold Mining Shares Topped? / Commodities / Gold and Silver Stocks 2016

By: Brad_Gudgeon

Gold should drop about $150 from here into May 18th or about 12-13%. Gold mining shares should drop about 35-38% from here into May 18th. Mercury turned stationary/retrograde on April 28th suggesting a major top 2 trading days from that date. The Gann cycles suggest a likelihood of Monday, May 2nd being that top. The vertical white lines are TLC or trend line convergence lows which look for May 18th and May 20th as being important lows.

Tuesday, May 03, 2016

Low Prices for Oil Cure Low Prices for Oil / Commodities / Crude Oil

By: The_Energy_Report

Veteran investor Bob Moriarty discusses one company that is poised to benefit from the volatililty in the oil markets.

Tuesday, May 03, 2016

In Exclusive Interview GATA Chairman Bill Murphy Says Gold Cartel Getting Desperate - Video / Commodities / Gold and Silver 2016

By: Mario_Innecco

Transcript excerpt: ok this afternoon May May 2nd 2016 Monday I'm interviewing bill Murphy he's
the chairman of gala which means gold anti-trust action committee their
website has got a dog or and yeah bill used to work in the financial markets
back in the seventies and commodities but I'll let him introduced himself and
talk a little bit about gaps and what they do you have some background and
commodity in that phone firm once in New York City and small one and there was a
limited edition trailer one time they traded futures markets have that
background and it's helped me understand the market movements cause I watch them
on a daily basis so it it you know that's the one thing I'm good we all

Monday, May 02, 2016

Gold & Silver Rally Huge as Central Bankers & Analysts Flub / Commodities / Gold and Silver 2016

By: MoneyMetals

Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason.

Coming up we’ll hear from Frank Holmes, CEO and Chief Investment Officer at U.S. Global Investors and author of the book The Goldwatcher: Demystifying Gold Investing. Frank has a bullish outlook for the metals and comments on what’s ahead for gold and silver after a very strong start to the year. Will we see a pullback as we head into the summer? Hear Frank’s answer to this question and many others, coming up right after this week’s market update.

Central bankers took center stage this week as both the U.S. Federal Reserve and Bank of Japan moved markets by NOT moving rates. On Wednesday, the Fed announced that it would refrain from hiking interest rates. Fed officials cited a down tick in some of their economic indicators as the primary reason for standing pat.

Monday, May 02, 2016

SILVER: Prospects for the Birth of a New Bull Run / Commodities / Gold and Silver 2016

By: Joseph_Russo

The prospect for the birth of a new Bull-Run in Silver speaks to a broader cyclical theme that relates to a dying dollar bull, and a corollary cyclical sentiment shift back toward a strong market preference for tangible vs. paper assets. From its current cyclical low in December of 2015, Silver Bullion has risen 30%.

In the broadest of terms, the above referenced theme would suggest the early adoption of a general pair's trade that was short the dollar and long commodities.

Monday, May 02, 2016

Did The Big Silver And Gold Market Event Arrive? / Commodities / Gold and Silver 2016

By: Hubert_Moolman

In a previous article (September 2015), I presented the following analysis (in italics) to show how we are close to a point were a significant event could happen in the bond market and/or gold & silver markets:

Above, is a chart (from macrotrends.com) that shows the ratio of the gold price to the St. Louis Adjusted Monetary Base back to 1918. That is the gold price in US dollars divided by the St. Louis Adjusted Monetary Base in billions of US dollars. So, for example, currently the ratio is at 0.28 [$1 125 (current gold price)/ $4 019 (which represents 4 019 billions of US dollars)].

Sunday, May 01, 2016

Gold Commitments of Traders and More / Commodities / Gold and Silver 2016

By: Dan_Norcini

Gold is showing some very good strength at this time, as the weaker dollar, combined with negative interest rates, and in some instances, NEGATIVE REAL RATES, has made the opportunity cost in holding the metal practically non-existent. Throw in the continued uncertainty over global equity market valuations, and gold demand continues to remain strong. As noted previously however,the recent lackluster interest in GLD is on my radar screen however.

Sunday, May 01, 2016

The Magic of Gold Ratio Charts / Commodities / Gold and Silver 2016

By: Rambus_Chartology

The first point I would like to make is that many of you are probably wondering how I could reverse my long term bearish view on the precious metals complex to a bullish view in such a short period of time. The other point I've been trying to make is to get you positioned and sit tight, as this new bull market is just getting started. Understanding the Chartology of this sector from the many different precious metals stock indexes, to individual PM stocks and especially the combo ratio charts, paints a picture that if one keeps an open mind and truly understands what is taking place right now, getting positioned and sitting tight makes alot of sense. This is easier said than done of course.

Sunday, May 01, 2016

Gold Stocks XAU Reversion to the Mean / Commodities / Gold and Silver Stocks 2016

By: Gary_Savage

Regression to the mean. There is one universal law in this business and it never never gets broken. Price always regresses to the mean. This one is like death and taxes. It is never violated. And the further price stretches in one direction the harder it moves back once the trend comes to an end.

Saturday, April 30, 2016

The Next Technical Price Targets for Gold & Silver / Commodities / Gold and Silver 2016

By: Chris_Vermeulen

I have pointed out earlier, gold is forming a possible short-term top. It is on the verge of completing a bearish ‘Head and Shoulder’ pattern. The pattern is confirmed if gold closes below $1220/oz. The downside pattern target for this setup is $1138/oz.

If gold starts to rally and breaks out to the upside, then we should see the $1396 level be reached based on technical analysis.

Saturday, April 30, 2016

Gold And Silver – A Clarion Alarm Call For All Paper Assets / Commodities / Gold and Silver 2016

By: Michael_Noonan

Perhaps the most successful Ponzi scheme of all has been the Rothschild-led takeover and sapping of the entire United States since the American Civil War that started in 1861.  The final stages were set with the not-so-lawfully-passed but fully implemented Federal Reserve Act on 23 December 1913.  The fact that it purportedly passed two days before Christmas, when the custom was for no legislation to be enacted, while most politicians were en route or already home for the holidays, and the main opponents for this specific Act were indeed absent when the vote was made before a select skeleton group that stayed in Washington to ensure “passage” of the Act, this was all a huge red flag that was kept hidden from the public.

Friday, April 29, 2016

Gold Stocks: Extended but More Upside Potential / Commodities / Gold and Silver Stocks 2016

By: Jordan_Roy_Byrne

What a move in the gold stocks! The sector has refused to correct for more than a few days at a time. All weakness has been bought as a wall of worry has been built and the sector emerges from a historic low that could be on par with the 1942 low in the stock market. I thought the Federal Reserve statement or reaction to it (along with the market’s overbought condition) might cause the sector to correct this week. Instead, GDX and GDXJ powered higher and have gained roughly 13% for the week.

Friday, April 29, 2016

Did Shanghai Just Blow a Hole in the Old Gold Market? / Commodities / Gold and Silver 2016

By: Michael_J_Kosares

I did not want the day to pass without posting a few words on gold’s significant push to the upside, now trading just shy of the $1300 mark. To be sure, the dual positions with respect to rates on the part of the Bank of Japan (to stand pat) and the Federal Reserve (to remain ultra-dovish) played a role in the dollar’s recent weakness and gold’s strength. Those determinants though, in my view, are only part of the story, and the few percentage point drop in the dollar against the yen over the past week is really not enough to justify a nearly $60 rise in the price of gold over the past five trading sessions.  The bigger determinant has been China’s underpinning of the gold price on two different occasions over the past week after it had taken a major turn to the downside in New York trading.

Friday, April 29, 2016

Silver Miners Strong in Grim Q4 / Commodities / Gold and Silver Stocks 2016

By: Zeal_LLC

The silver miners showed impressive fundamental strength during 2015’s grim fourth quarter.  That was the worst silver suffered in many years, a perfect-storm trough with major secular lows fueling extreme bearish sentiment.  Traders feared this entire industry faced an existential threat, so they fled in terror from silver stocks.  But silver miners’ strong operational performances aced that severe trial with flying colors.

Q4’15 may seem like ancient history now, but it was exceedingly important for the entire precious-metals realm.  Gold slumped to a miserable 6.1-year secular low in mid-December, on the day after the Fed hiked rates for the first time in 9.5 years.  That was wildly irrational based on market history, which has proven gold thrives during Fed-rate-hike cycles with big average gains.  Gold hadn’t seen lower prices since Q4’09.