Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, January 26, 2016
Gold Remains Weak In This Disinflationary Environment / Commodities / Gold and Silver 2016
By: InvestingHaven
Gold is struggling. Gold bulls will tell you that the yellow metal is doing great, as it has gone up since the start of the year, while stocks and most other commodities have come down. That is obviously only part of the story. As fear among investors has exploded in recent weeks, one would expect gold’s fear trade character to manifest itself. So far, the fear trade has been contained.
Monday, January 25, 2016
Gold Price May Lead Gold Mining Stocks – Latest Research / Commodities / Gold and Silver 2016
By: GoldCore
Dr Brian Lucey and Dr Fergal O’Connor have just published some interesting research on the correlations of the gold price and gold mining indices.
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Sunday, January 24, 2016
High Food Pricing Killing Benefits of Low Energy Prices / Commodities / Food Crisis
By: Richard_Mills
Lesson Learned
One of the places the decline in the Canadian dollar is most evident is in our grocery stores.
The University of Guelph's Food Institute estimates the average Canadian household spent an additional $325 on food in 2015 with meat rising 5% and fruit and vegetable prices rising between 9.1-10.1%.
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Saturday, January 23, 2016
Gold And Silver - Chart Facts Are Market's Message / Commodities / Gold and Silver 2016
By: Michael_Noonan
We keep reiterating that one need not be expert, nor even conversant, in reading a chart to be able to read and appreciate how charts "talk" and reveal very clear information. Opinions are of no consequence, regardless of how strong or otherwise "informed" one is about a market.
A fact is something upon which people of diverging opinions can agree, at least within reason. Each of the following charts contains facts, and it has always been our position that the market has its own message[s] contained in price volume behavior that has a convincing element of reason, no matter what the skill level of one's ability, or lack of, to read a chart.
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Saturday, January 23, 2016
Will Crude Oil Prices Rebound in 2016? / Commodities / Crude Oil
By: OilPrice_Com
Oilprice.com recently spoke with Carl Larry, Director of Oil and Gas at Frost & Sullivan, a consultancy that conducts research on oil and gas markets, to get his thoughts on the state of oil in 2016.
Oilprice.com: I saw that you were on Bloomberg in December, and you said that you thought oil would go to the low $30s per barrel, which was a good call at the time, before OPEC would sort of relent. Do you see any chance that OPEC can actually coordinate any production cuts?
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Saturday, January 23, 2016
Gold Could Lose Safe-Haven Bid as Equities Rebound / Commodities / Gold and Silver 2016
By: Jordan_Roy_Byrne
Gold and Silver have held up well during the recent selloff in equities. From December 28 through Wednesday the broad NYSE lost 10.4% while the S&P 500 lost 9.6%. Precious Metals gained strength during that period. Gold advanced 3.0% while Silver gained 1.7%. Gold relative to the NYSE broke its downtrend and touched an 11-month high. Gold relative to global equities (excluding the US market) reached a 2-year high. Precious metals have clearly benefitted from the equity selloff but therefore figure to lose strength as the equity market begins a relief rally.
Saturday, January 23, 2016
Gold Will Go to $5,000 In Next Cycle... Best Time in History to Buy Gold Stocks / Commodities / Gold and Silver Stocks 2016
By: Jeff_Berwick
Ed Bugos is one of the most renowned gold mining analysts in the world, with billionaires often consulting with him on prospective mines.
He’s also one of the most reclusive. While he has been writing online since the early 2000s, he has never been recorded in an interview. Until now!
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Friday, January 22, 2016
Gold Stocks Absurd Price Levels / Commodities / Gold and Silver Stocks 2016
By: Zeal_LLC
Gold stocks remain the pariah of the investment world. Despite gold’s strong early-year gains, the stocks of its miners have slumped to new secular lows. This whole forsaken sector continues to languish at fundamentally-absurd price levels, an extreme anomaly that is long overdue to start unwinding. The gold miners will be bid massively higher to reflect their impressive profitability even at today’s dismal gold prices.
Just this week, the flagship HUI gold-stock index plunged to a major new secular low. On Tuesday as gold merely slid 0.3%, the HUI plunged 5.6% to 100.7. This was an astounding new 13.5-year secular low, reeking of capitulation since gold’s price action certainly didn’t justify such a disastrous reaction in its miners’ stocks. That left already epically-bearish gold-stock sentiment even worse, which is hard to believe.
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Friday, January 22, 2016
Silver Undervalued Versus Stocks, Bonds, Property and Gold / Commodities / Gold and Silver 2016
By: GoldCore
Precious metals continue to look very undervalued vis a vis most asset classes – particularly stocks and bonds.
This is especially the case with silver which has fallen by more than 70% from what we believe was an intermediate price high of $49 in 2011 – despite surging demand for silver bullion coins and bars from canny buyers investing in silver.
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Friday, January 22, 2016
Peak Gold and Silver - It’s Here! / Commodities / Gold and Silver 2016
By: MoneyMetals
Have we reached peak precious metals? Many analysts think so.
Just to be clear, however, the idea of peak gold and peak silver doesn’t refer to a peak prices. The precious metals put in a cyclical price high in 2011. But annual mining production levels may have peaked in 2014-2015. This is what is meant by “peak precious metals.”
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Friday, January 22, 2016
Gold Resists a Raid, Silver Holds Place, Northeast Prepares For Snow / Commodities / Gold and Silver 2016
By: Jesse
Gold was hit early on in a general 'stocks are good, gold is bad' move that fizzled into the late afternoon. Despite all the misinformation to the contrary, gold is still a safe haven asset.
Silver held its ground.
There was intraday commentary on the increasingly 'insubstantial' nature of the NY gold trade, and the relative robust purchasing of physical gold in Asia. You may scroll down to see it.
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Friday, January 22, 2016
Gold Maintains Value Despite Oil and Stock Market Crash / Commodities / Gold and Silver 2016
By: Jeb_Handwerger
Investors should analyze 2016 year to date action as it is generally a good predictor of how the year will look.
Major capitulation in oil and global market rout sends investors to the sidelines seeking out capital preservation.
Volatility is soaring and precious metals are holding their values in January.
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Friday, January 22, 2016
Crude Oil Price Bear Market Bottom? As WTIC Pops Back Over $30 / Commodities / Crude Oil
By: Nadeem_Walayat
The crude oil price hit a new low on Wednesday of just under $27, prompting many doom merchants to emerge to proclaim / reaffirm that $20 and even $10 is on the horizon. However, on following day the oil price rallied strongly to just shy of $30 to end Thursday at $29.85 and this morning has popped just above $30 to currently stand at $30.20. With the key question being asked is are we witnessing the early stages of an oil price bottom (WTIC) or is this just a few days of calm before the next oil price crash storm?
Thursday, January 21, 2016
Gold Stock Set Up In 1 Chart Cartel~Buster® !, For You / Commodities / Gold and Silver Stocks 2016
By: Denali_Guide
LAST time we got a very nice signal, say Nov 5-9th, we spent about 5 or 6 market sessions in limbo before the GDX (dashed gold line) price responded fully, although individual stocks responded, some faster (AEM), some slower (AUY).
Today provisional signal is not really any different. Each panel on this chart of my proprietary measure “CARTEL~BUSTER® !, contains its own Tripwire Zones, for buying and selling. Either or both works well. Thus the bottom panel is a bit faster for shorter trades.
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Thursday, January 21, 2016
Crude Oil Foretells Additional Ruble Losses / Commodities / Crude Oil
By: AnyOption
Warnings from the IEA and new lows in key global benchmarks continues to weigh on the outlook for energy prices, hurting the foremost global oil and gas exporters. Russia has experienced a reversed rags to riches tale over the last two years as the impact of sanctions and the slump in the energy patch have kept the Ruble under extreme pressure. The underperformance continues to echo the losses in oil prices as the supply and demand imbalance remains largely unchanged, only set to grow in coming months with the expansion of Iranian crude oil exports. With market dynamics expected to be weak and existing projections forecasting no rebound in prices, the weakness in the Ruble is only likely to accelerate over time, matching losses in oil prices.Read full article... Read full article...
Thursday, January 21, 2016
US Dollar Drop Gold Price Rally / Commodities / Gold and Silver Stocks 2016
By: Toby_Connor
Once the dollar starts to drop into its intermediate cycle low in earnest gold should produce an intermediate degree rally
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Wednesday, January 20, 2016
Will the Crude Oil Price Crash become even Worse in 2016? / Commodities / Crude Oil
By: Sol_Palha
A patient mind is the best remedy for trouble-
Plaut
2015 was not a good year for speculators trying to time the oil markets. Oil kept cutting through each support level like a hot knife cutting through butter. It would give the appearance that it was ready to mount a rally, but that rally would fade, and oil prices would drift lower. We penned an article in Nov of last year, where we stated that oil would have to close above $50 on a weekly basis for it to see higher prices. However, it failed to do that and drifted lower. When it closed below $32 on a weekly basis, it neutralized any tiny bullish signals it was issuing in 2015. Is oil close to putting in a bottom or will it once again let everyone down and plunge into a series of new lows. There is a saying that the cure for low prices is lower prices and vice versa; having said, that we expect one final wave of selling before oil bottoms out and starts to trend slowly upwards. We do not expect any violent upward reversals unless the situation between Iran and Saudi heats up to the point that a new war breaks out.
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Wednesday, January 20, 2016
Marc Faber Warns Invest In Gold Now As Stock Market To Crash / Commodities / Gold and Silver 2016
By: GoldCore
Marc Faber, editor of the “Gloom, Doom & Boom Report,” has advised investors that now is a good time to invest in gold because stocks will crash over 40% and the world is on the verge of a new liquidity and debt crisis.
Faber says investors would be prudent to diversify into safe haven in gold bullion which has risen 3% this year and is currently at $1,096 an ounce.
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Wednesday, January 20, 2016
Silver Price Hitting Major Support / Commodities / Gold and Silver 2016
By: InvestingHaven
The long term silver chart is truly spectactular. It has basically 3 time periods since it started its bull market.
Phase I started in 2003 and lasted till 2010. Phase II was a trend change, indicated with the rectangle below, between 2011 and 2013, an extremely volatile period. Phase III is the current phase, and is basically a clear downtrend.
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Wednesday, January 20, 2016
Chinese Volatility Could Fuel a Lithium-Price Rocket Launch / Commodities / Lithium
By: The_Energy_Report
When China's stock market started cratering at the beginning of the year, veteran investor and newsletter writer Chen Lin was rubbing his hands in anticipation of the opportunities that would be opening up, particularly in lithium and natural gas. In this interview with The Energy Report, the author of What is Chen Buying? What is Chen Selling? shares his insights on what pushed battery-grade lithium prices up fourfold and which companies could benefit from a continued supply-demand imbalance. As a bonus, he also lists the three companies he thinks could take advantage of high overseas natural gas prices to actually return money to investors in the energy space.
The Energy Report: The year started with a very volatile Chinese stock market. Are we in crisis mode?
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