Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Sunday, February 07, 2016

Gold And Silver - Is A Bottom In? Nothing Confirmed / Commodities / Gold and Silver 2016

By: Michael_Noonan

Confirm - verb - establish the truth or correctness of (something previously believed, suspected, or feared to be the case). State with assurance that a report or fact is true.

We are again seeing more and more experts and non-experts calling for the bottom for gold and silver, but none can confirm it as a proven fact. Few realize how important it is to have confirmation that one's position is correct and will be profitable. It is confirmation that gives validity to a prior market move/event. This is the theme of our analysis, today.

Saturday, February 06, 2016

Gold Stocks Something has Changed / Commodities / Gold and Silver Stocks 2016

By: Jordan_Roy_Byrne

In our missive last week we noted that:

While good things are happening under the surface for Gold, its lack of a strong rebound in recent months argues that such a rebound is in the future but not imminent. Gold's steady downtrend could resume in the next week or two.

Friday, February 05, 2016

Gold Price, Mining Stocks Rocket Higher / Commodities / Gold and Silver 2016

By: Zeal_LLC

Gold and its miners’ stocks are rocketing higher as speculators and investors alike return to this left-for-dead sector.  This sudden deluge of capital inflows has crowned gold stocks the best-performing sector of this young new year by far, shocking traders.  And this stunning reversal of fortunes in both the metal and the companies producing it is only starting, so it’s exceedingly important to understand what’s going on.

Gold was inarguably the world’s most-hated investment in recent years.  No one wanted anything to do with it, because no one felt any need for it.  The world’s stock markets were relentlessly levitating, thanks to record easing by the world’s elite central banks.  And with stocks seemingly destined to do nothing but rally indefinitely, there was little demand for counter-moving gold for prudent portfolio diversification.

Friday, February 05, 2016

Crude Oil Price Bottoms and Blues / Commodities / Crude Oil

By: DeviantInvestor

Crude oil prices have dropped from about $106 in June of 2014 to briefly under $30 in January of 2016 – down about 74% peak to trough.  This appears to be an on-going disaster for oil companies, the banks who loaned money to frackers, oil exporting countries, global stock markets and others.

Conventional wisdom suggests that crude oil prices will stay low for a long time because of low demand (global recession), huge supply (Iran, fracking, etc.), decline in commodity prices globally, and at least ten more reasons.

Friday, February 05, 2016

Is the Gold Price Manipulated? / Commodities / Gold and Silver 2016

By: Arkadiusz_Sieron

The claim that the gold prices are manipulated is one of the most popular notions within the gold investing community. Probably, no other market (except the silver market) holds such a belief so strongly. The core argument goes as follows: an increase in price of gold signals inflation and the decline in the value of fiat currencies, especially the U.S. dollar, which undermines confidence in the contemporary monetary system. Thus, governments, central banks and their collaborators from the financial system are heavily interested in suppressing the price of gold.

Friday, February 05, 2016

Gold And Silver Best Performing Assets – Up 9% and 8% YTD / Commodities / Gold and Silver 2016

By: GoldCore

Gold is 3.6% higher this week and is now over 9% higher year to date. The dollar saw sharp falls this week on growing doubts that the Federal Reserve will be able to raise interest rates. The gains this week were due to increasing concerns about the U.S. and global economy.

Friday, February 05, 2016

Gold Stocks Sector: Rubber, Meet Road / Commodities / Gold and Silver Stocks 2016

By: Gary_Tanashian

You may have noticed that I have written relatively little publicly about the gold sector over the last few years (we have covered it consistently in NFTRH to keep subscribers aware of the bear’s status, and protected against it). Is that strange for a writer who was probably known first and foremost as a ‘gold guy’? Not at all! It’s just that it is not desirable to get bogged down obsessing on a sector in a bear market when there are other fish to fry on the global macro landscape. But the process of finding and confirming a bottom in the gold sector is now front and center as more of the fundamentals that actually matter come into place. To those fundamentals, we need to marry the technicals.

Friday, February 05, 2016

Gold and Silver: Ripe for a Recovery! China May well Change the Game / Commodities / Gold and Silver 2016

By: Peter_Zihlmann

• China lifts reading of cenbank gold holdings by 57 pct
• Gold now accounts for 1.65 pct of total forex reserves

Friday, February 05, 2016

Gold Price Soars on Revised FED Expectations / Commodities / Gold and Silver 2016

By: Jason_Hamlin

If FED backtracks from rate hikes, gold miners can go up 50%. – CNBC Feb 4th, 2016

We have been predicting for months that the FED would not be able to raise rates as aggressively as the market was expecting. Thus, we have been long gold and mining stocks believing that a reset in expectations for how fast the FED would raise rates would be bearish for the USD and bullish for gold.

Friday, February 05, 2016

Senior Gold Producer Goldcorp Takes Large Stake in Nevada's Gold Standard Ventures / Commodities / Gold and Silver Stocks 2016

By: The_Gold_Report

When Gold Standard Ventures announced on February 1 that Goldcorp would be investing CA$16.1 million for 9.9% of the junior's shares, industry watchers took notice. In this analysis written exclusively for Streetwise Reports, Thibaut Lepouttre, editor of Caesars Report, speculates on why the major acted when and where it did, and what it might mean for the future.

Friday, February 05, 2016

Tips for Smart Oil and Natural Gas Investing 2016 / Commodities / Oil Companies

By: The_Energy_Report

In today's tough price environment where most oil and gas juniors are losing money, a strong balance sheet is the key to survival, says Brian Bagnell. Access to liquidity will also help these companies hold on until prices rise again. Bagnell, a research analyst for Macquarie Capital Markets, tells The Energy Report he expects a gradual turnaround to begin late this year, and gives his tips on identifying companies that can weather the storm.

The Energy Report: Brian, is there a production cost for North American oil and gas producers at which most juniors can no longer afford to operate?

Thursday, February 04, 2016

Gold Prices Rise To 3 Month High As Investors Sell Risky Assets / Commodities / Gold and Silver 2016

By: GoldCore

Gold prices have continued to eke out further gains today. The very poor ISM data yesterday saw the dollar fall against all major currencies and particularly gold.

Bullion is seeing safe haven flows and gains due to increased concerns about the economic outlook. The narrative that the US economy is in recovery is coming into doubt. The weaker than expected ISM data showed a sharp slowdown in the services sector in the U.S. in January.

Thursday, February 04, 2016

Gold and Stock Markets Inflection Points Galore / Commodities / Gold and Silver Stocks 2016

By: Rambus_Chartology

There is alot of action going on this week in all the different areas of the markets. The PM complex has been rallying, the US dollar tanking today and the stock markets trying to make up their mind which way they want to go in the short term. I have a ton of work to do on the side bar where all the trades are listed so I'm going to show you what I would like to see happen in regards to the HUI, gold and silver.

If the PM complex is bottoming in here it has to show us its hand. There is no way around it. Usually when a bottom or top is formed the first move out of the reversal pattern, after a possible backtest, should be very strong or impulsive in nature. The bigger and stronger the move is the better. Below is a weekly chart for the HUI with few annotations on it so you can see the clean picture. Most of the time you will either see some type of H&S reversal pattern or double top or bottom reversal pattern.

Thursday, February 04, 2016

Putin Cries Dyadya (Uncle), Is Saudi Arabia Listening? / Commodities / Russia

By: OilPrice_Com

In recent days, signs of a possible breakthrough in the year-long stand-off between Russia and Saudi Arabia on crude production strategy have emerged. Saudi Arabia, OPEC's dominant member, has long insisted OPEC (read Saudi Arabia) would not reduce output to balance supply and demand absent corresponding cuts from non-OPEC members (read Russia), while Russia has consistently insisted harsh climactic conditions prevent Russian producers from reducing output and in any case Russia insists it could withstand low prices as well as any other country.

Thursday, February 04, 2016

Gold Price Golden Bottom? Video / Commodities / Gold and Silver 2016

By: Gary_Savage

In today's video I’m going to cover stocks, currencies, oil and gold. This would normally be the nightly report on the premium website, but I’m going to make it public so everyone can get a taste for what is included in the premium reports.

Thursday, February 04, 2016

HUI Now Confirming Gold Price Move Higher / Commodities / Gold and Silver Stocks 2016

By: Dan_Norcini

The comatose mining stocks finally came to life today and showed signs of some determined buying, something that has been missing in the recent leg higher in the gold market.

From a technical analysis perspective, the fact that they were able not only to breach that stubborn band of resistance near 125 which has kept them in check, but also managed to soar through the mid-July 2015 low near 128 is very impressive.

Thursday, February 04, 2016

Crude Oil Price Forecast 2016 As Good As It Gets / Commodities / Crude Oil

By: Joseph_Russo

In observing the enormous triple digit percentage gains achieved amid Crude Oil's northward thrusts versus its debilitating double digit losses during its major spills, it becomes rather clear why market participants prefer buying low in a newly forming bull market vs. selling short at the onset of a bear market.

On a relative basis, in the not too distant future, a cyclical bottom will form and the long-term trend in Crude will reverse to the upside - providing bullish speculators with yet another rare opportunity at the chance of humongous triple digit upside returns.

Thursday, February 04, 2016

A Giga Breakout In A Mid-Sized Gold Miner / Commodities / Gold and Silver Stocks 2016

By: InvestingHaven

Gold has broken through its important resistance point at $1,130 USD/oz. That is an important price point, as it coincides with gold’s 200 day moving average and the midpoint in the trend channel that started in July of 2013 (see first chart).

We have published our gold price chart several times, but it remains a spot-on chart. Below is the latest version. As clearly seen, major resistance kicks in around $1,210 USD/oz, which is 6.1% above today’s closing price. If gold manages to break through that level, we believe a major trend change would be underway.

Wednesday, February 03, 2016

Gold and Silver More 'Flight To Safety' Active February / Commodities / Gold and Silver 2016

By: Jesse

Gold showed some strength today in an add on to the flight to safety trade, even though there was a midday hit on price that was pure antics. The dollar moved lower and silver wallowed.

I posted an update to the NAV of Precious Metals Funds and Trusts today. Sprott has successfully absorbed the Central Gold Trust. It raised some cash and added substantially to their bullion and shares under management, so its a good deal for them. Let's see if time shows if it is a good deal for the trust unit holders.

Wednesday, February 03, 2016

Is Silver Really a Weak Link / Commodities / Gold and Silver 2016

By: Submissions

Robert Alexander writes: I am not what many consider to be a Perma Gold Bull, but I do expect a 3rd phase of the 2000 Gold run to take place and end in a spectacular blow off top phase. That being the case, I also watch intently when we get these bear market lows for signs of a bigger picture change. Lately I am hearing that “Silver is weak”.  “Silver cant get out of its own way. It is setting up to plunge now.”  I’ve been discussing these lows and successfully trading them for weeks now. Is that the way I see current conditions? Is Silver really the weak link?  Not the way I look at things.  To the charts…