Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, September 26, 2015
The Two Real Reasons Crude Oil Prices Are Currently Slipping / Commodities / Crude Oil
By: ...
Each week, the report tells us what the crude oil and oil product markets looked like as of the previous Friday. It is usually the yardstick by which analysts appraise everything from oil supply through refinery utilization to the markets for processed products such as gasoline, diesel fuel, and low sulfur content heating oil.
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Friday, September 25, 2015
Gold’s Dead Wrong Psychology / Commodities / Gold and Silver 2015
By: Zeal_LLC
Gold has lapsed deeper into pariahdom this year, becoming the most-hated investment class in all the markets. Traders are avoiding it like the plague, utterly convinced gold is doomed to spiral lower perpetually. But this wildly-bearish psychology is dead wrong. Financial markets are forever cyclical, and gold is no exception to history’s ironclad rule. The best time to be heavily long anything is when few others are.
Gold’s universal disdain today is the natural result of dismal price action. This precious metal has not seen a new secular high since August 2011, 4.1 years ago. Between that latest bull-market peak and early August 2015, gold fell 42.8% in a brutal secular bear market. With the flagship S&P 500 stock index up 86.8% over that same span, it’s easy to understand why many consider gold the worst investment.
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Friday, September 25, 2015
Silver: Victim of Motive, Means, and Opportunity / Commodities / Gold and Silver 2015
By: DeviantInvestor
Silver gets little respect, but that is sensible in a world dominated by paper assets and pretend values. Similar to a murder investigation, let’s examine the motive, means and opportunity used to “manage” silver prices.
MOTIVE: The price of silver is important to industrial users, since there are thousands of uses for silver, many of which have no alternative except silver. If the price of silver rises too rapidly, people notice. Worse, a price rally in silver probably will spread to the gold market, which is watched globally by banks, institutions, and people. A rapidly rising price of gold informs the world that central banks are “printing” to excess, governments are creating too much debt, and the financial elite are mismanaging by “skimming” too much from the global economies. A rising gold price is worrisome to many.
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Friday, September 25, 2015
Negative Interest Rates and Gold / Commodities / Gold and Silver 2015
By: Alasdair_Macleod
I shall briefly address the impact of negative interest rates, should they occur, at the end of this report, after looking at this week's trading.
The week started with a slow downwards drift for precious metals on Monday and Tuesday before a sharp two-day rally, taking the gold price up $33 (nearly 3%) by yesterday afternoon. There was very little gold-related news to trigger this rally, only the deterioration of other markets. For bulls of precious metals it really has been a case of patience being rewarded.
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Friday, September 25, 2015
Gold / Stocks Ratios are Starting to Breakout / Commodities / Gold and Silver Stocks 2015
By: Jordan_Roy_Byrne
The vicious and ever enduring bear market in precious metals has coincided, amid a strong negative correlation, with a bull market in equities. The negative correlation is nothing new as it occurred and persisted from 1973 through 1978 and also from 1996 through 2002. We've said Gold could not begin a new bull market until the correlation flips in favor of Gold. For the first time in three years various Gold/equities ratios are trading above the 80-week moving averages. This is an important development as it indicates the bear market in precious metals is very close its end.
Thursday, September 24, 2015
Coffee Prices Are on the Verge of Soaring... / Commodities / Coffee
By: DailyWealth
Brett Eversole writes: Today, investors hate commodities... and coffee is no exception.
The last time we saw a setup like this, coffee prices rocketed nearly 72% higher in just four months. And over the past decade, these opportunities would have led to 25% average gains in just more than four months.
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Wednesday, September 23, 2015
Fed, Central Banks Trapped – Gold Bullion Will Protect / Commodities / Gold and Silver 2015
By: GoldCore
By David Bryan
The future direction of the planet is between the central bank’s counter-party paper Ponzi currency or the independence of real money.
Foresighted central banker John Exter is famous for his classification of risk assets. Using Exter’s Golden Pyramid the riskiest assets are those at the bottom of the pyramid and situated at the top of the apex is gold bullion – independent from the counter-party risk of central bank’s paper and electronic currency.
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Wednesday, September 23, 2015
New Wave of Lithium and Graphite Winners in Wake of Tesla Deal / Commodities / Graphene
By: The_Energy_Report
Don't buy things that are trending on Twitter or the front page of USA Today, warns Gold Stock Trades publisher Jeb Handwerger. Buy them when they are unloved and on the back page. In this interview with The Energy Report, he singles out the unloved companies that could become media darlings in the coming boom in energy metals, uranium and—eventually—oil sectors. And he stresses the importance of the single most important commodity in the investing space ever—time.
Wednesday, September 23, 2015
Gold Price No Bottom Yet / Commodities / Gold and Silver 2015
By: Ed_Carlson
I'll begin this week's commentary with a follow up on last week's Hybrid Lindsay forecast for a high in equities. Last week's commentary gave the details of the forecast for a high in the Dow on September 11 or very early last week. Equities pushed that forecast to the limit with last week's closing high on Wednesday followed by a decline of over 350 points. Short bounces notwithstanding, it seems reasonable to assume Wednesday was the high I was looking for.
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Wednesday, September 23, 2015
Gold Prices Are Set To Jump or Maybe Not / Commodities / Gold and Silver 2015
By: Sol_Palha
Hasten slowly and ye shall soon arrive. ~ Milarepa
We were very bullish on gold starting from 2002 and our bullishness continued until the beginning of 2011. In 2011, we started to voice concern as the Gold camp was chanting "Kumbaya my love", and almost every Tom, Dick and Harry in the Gold market were all busy issuing higher targets. Towards the middle of 2011, there were many signs that all was not well. Key technical indicators were issuing negative divergence signals, the dollar was generating strong signals that a bottom was close at hand, and as we already stated the Gold camp was simply too ecstatic for our liking. We advised our clients to close the bulk of their bullion positions and to embrace the dollar as it was getting ready to break out; the rest as they say is history.
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Tuesday, September 22, 2015
Gold: The End and The Beginning / Commodities / Gold and Silver 2015
By: DeviantInvestor
Gold prices peaked in January 1996 and then fell for 3.5 years into a multi-decade low. It was the age of stocks, debt, leverage, and good times; nobody needed or wanted gold.
Since the gold price peak in 2011 the Federal Reserve has “generously” supplied the world with trillions of dollars of newly created digital and paper debt, all backed by nothing but faith and credit. Bonds have rallied and the S&P is higher by 50% or so. The Japanese Central Bank has similarly produced trillions of yen, bought stocks and bonds, and extended their recession several more years.
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Tuesday, September 22, 2015
The Massive Debt Bubble Will Push Silver Prices Much Higher / Commodities / Gold and Silver 2015
By: Hubert_Moolman
Silver had a spectacular rise in price from about August 2010 to April 2011. In fact, it was so impressive that some thought the peak was the end of the bull market for silver. After all, silver had risen about 12.33 times from its bottom in 2001.
However, from the fact that the April 2011 did not surpass the all-time high of 1980, it should have been evident that this was no end of a bull market. Real bull markets form peaks much higher than any previous highs.
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Tuesday, September 22, 2015
Keynes Would Be "Buying Gold Hand Over Fist" Today / Commodities / Gold and Silver 2015
By: GoldCore
- What Keynes would think of today’s “Neo-Keynesians”
- Unlike his acolytes, he understood the value of gold and the dangers of currency debasement
- Keynes did not desire “a world where currencies are backed by nothing more than a governmental promise to pay while the printing presses whirled unchecked”
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Tuesday, September 22, 2015
Conspiracy Facts Show Precious Metals Prices Have to Rise / Commodities / Gold and Silver 2015
By: The_Gold_Report
Even in a frozen metals price market, it only takes one event to shake off the paper manipulation keeping prices below what supply and demand fundamentals of a free market would dictate. And when that correction comes, it could happen quickly. In this interview with The Gold Report, The Morgan Report Publisher David Morgan shares his favorite ways to own leverage to metals prices upside while protecting against junior mining risk.
Monday, September 21, 2015
Russians Buy 1 Million Ounces of Gold Bars In August / Commodities / Gold and Silver 2015
By: GoldCore
Russia’s gold reserves rose to 42.4 million troy ounces as of September 1 compared with 41.4 million troy ounces a month earlier, the Russian central bank announced on Friday.
Monday, September 21, 2015
What the Fed's Interest Rate "Hold" Means for Crude Oil Prices / Commodities / Crude Oil
By: ...
MoneyMorning.com Dr. Kent Moors writes: The nine years of historically low interest rates will continue in the wake of Fed Chairwoman Janet Yellen's decision to not hike rates – to not yet remove the proverbial punchbowl from the easy-money party.
It was a classic "50-50" proposition; it didn't seem likely the Fed would move to roil global markets, but given the perceived strength of the labor market, a hike wasn't out of the question.
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Monday, September 21, 2015
Silver Price Illusion Versus Reality - A Little Help Keeping Your Head About You / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
Hey, stay right there. I'm really happy to be here. If you know me or if you're brand new to this, I'm excited because number 1, I get to talk about what silver prices look like in the current reality versus the inevitable reality. Also this is the first time that I've been able to present in this format, so I look forward to seeing how it goes. If you don’t know me… Read full article... Read full article...
Monday, September 21, 2015
Gold Price Rally: The Bottom is In? / Commodities / Gold and Silver 2015
By: Dan_Norcini
As mentioned in an earlier post this morning, the TRIPLE THREE safe havens, the Yen, Bonds and Gold, are all getting a boost in today's session with the Bonds being the stand out performer as can be expected.
Gold, while moving higher, is also being weighed down by falling commodity prices with weakness in this sector a reason why many traders are selling into its rally.
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Monday, September 21, 2015
Gold Sentiment / Commodities / Gold and Silver 2015
By: Gary_Savage
Before the intermediate cycle can top gold needs to rally far enough to stop all the calls for $1000 & $800 gold. There are still way too many traders expecting lower prices. The job of an intermediate rally is to clear that sentiment. As long as we keep seeing multiple comments about this being a bull trap (it may be) and traders should short the bounce then the bounce will continue. That’s what counter trend rallies do. They rally far enough to knock all of the shorts out of the market. Once that is complete then the next leg down can start.
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Sunday, September 20, 2015
Copper Bear Market Rally Underway / Commodities / Copper
By: Austin_Galt
Copper has rallied recently and I believe this to be the start of a significant bear rally. Let's analyse the technicals of the daily, weekly and monthly charts.