Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, May 01, 2015
How One Chart Is Changing My Outlook on Crude Oil Prices / Commodities / Crude Oil
By: Money_Morning
Dr. Kent Moors writes: Today, something truly unique is underway – and you can see it clearly in the one simple chart I’m about to share.
The advent of huge shale and tight oil reserves in the U.S. has fundamentally altered the terrain of the international energy game.
We still call these reserves “unconventional” to distinguish them from traditional vertically drilled non-fracked wells. But due to the fact that most of the new production is coming from these rock-confined sources, they are certainly becoming mainstream.
Read full article... Read full article...
Thursday, April 30, 2015
Did Commodity Prices FINALLY Just Bottom? / Commodities / Commodities Trading
By: DailyWealth
Dr. Steve Sjuggerud writes: Commodity prices are down 60% from their 2008 peak... and they've lost a quarter of their value in the past year alone.
When will the bad times in commodities end?
They could already be over, actually...
Read full article... Read full article...
Thursday, April 30, 2015
Gold and the New U.S. and UK Recession - ZIRP to Continue / Commodities / Gold and Silver 2015
By: GoldCore
- U.S. first quarter GDP grew 0.2%, down from 2.2% last quarter
- U.K. GDP for first quarter was 0.3%, last than half the previous quarter’s figure
- Large inventory build up in the U.S. may mask deep recession
- Zero percent interest policies (ZIRP) to continue despite suggestions to contrary
- Global economy vulnerable to recession and depression
Thursday, April 30, 2015
Uranium Price Is About to Rocket / Commodities / Uranium
By: Money_Morning
Peter Krauth writes: While oil and coal may be struggling, that's not the case all across the energy sector.
Right now, the world's two most populous nations are forging ahead with one specific form of power: uranium.
For many, it's a forgotten or overlooked sector of the energy market, especially in the wake of Japan's Fukushima disaster. But given the burgeoning demand for, and limited supply of, this crucial component of the energy mix, it's time for a closer look at uranium. And one recent major deal is drawing serious attention… for good reason.
Read full article... Read full article...
Wednesday, April 29, 2015
Putin: Czar Of Natural Gas, Crude Oil, Uranium & GOLD / Commodities / Gold and Silver 2015
By: I_M_Vronsky
Well-known Moscow journalist Dmitry Kalinichenko expressed it well: “Very few people understand what Putin is doing at the moment. And almost no one understands what he will do in the future. No matter how strange it may seem, but right now, Putin is selling Russian oil and gas only for physical gold.”
Nonetheless, the above comments provide valuable insights into what President Putin’s plan is most likely to be…and how it will eventually and materially benefit the Russian economy.
Read full article... Read full article...
Wednesday, April 29, 2015
Have Natural Gas Prices Bottomed? / Commodities / Natural Gas
By: OilPrice_Com
Last Friday we finally got confirmation of where all the natural gas supply has been coming from as Cabot (COG) reported its earnings. Just like Chesapeake (CHK), they reduced natural gas output, but on a much grander scale. CHK has yet to report and will do so on May 6th providing even more color on the subject.Read full article... Read full article...
Wednesday, April 29, 2015
Gold Ideals and Management / Commodities / Gold and Silver 2015
By: Gary_Tanashian
Given its ancient history as money and jewelry, its religious connotations, the fact that it is both beautiful and laborious to dig out of the ground, process and store, gold is an asset that promotes strong and often emotional views and so it is the perfect central figure for this thought exercise.
I want to be careful in criticizing fellow market participants because as a lowly human myself, I am subject to the same pitfalls as anyone else. But being an advocate of the sound reasons for owning gold, even through a violent bear market, I have learned a lot over the last few years about how many market participants think. That includes myself, which I will address first.
Read full article... Read full article...
Tuesday, April 28, 2015
Gold Price Rises, Silver Surges – Physical Demand and Greece, Ukraine, Russia Risks / Commodities / Gold and Silver 2015
By: GoldCore
- Gold rises over 2% while silver surges 4.4%
- Speculators caught off guard as prices rose forcing them to cover their short positions
- Concerns re defaults by Greece and Ukraine
- Geopolitical risk of conflict in Middle East and with Russia remain
- Price rises were accompanied by strong physical demand
Monday, April 27, 2015
Strawberry Picking Undervalued Gold Stocks / Commodities / Gold and Silver Stocks 2015
By: The_Gold_Report
a href="https://www.theaureport.com/pub/htdocs/expert.html?id=10612">Randall Abramson, CEO/portfolio manager with Toronto-based Trapeze Asset Management, says that picking stocks can be like picking strawberries. If a strawberry looks terrific, other than a tiny blemish, you simply remove it and enjoy the rest. But if the fruit turns out to be rotten, the entire strawberry is for the birds. Is the stock price below fair market value because there's a little blemish and the market is overreacting? Or is it a sign that the stock is rotten to the core? In this interview with The Gold Report, Abramson offers a fist full of small- and large-cap gold equity names for investors that can look past the blemishes to see quality fruit.
The Gold Report: A 10-year U.S. bond yields 2% currently. How is that changing the market?
Read full article... Read full article...
Monday, April 27, 2015
Rock-Paper-Silver / Commodities / Gold and Silver 2015
By: DeviantInvestor
The old game is Rock-Paper-Scissors in which rock breaks (wins against) scissors, scissors cuts (wins against) paper, paper covers (wins against) rock. The game is balanced with wins, losses, and draws.
The new version is Rock-Paper-Silver and the definitions and rules have changed.
Read full article... Read full article...
Monday, April 27, 2015
Gold Flows East - China, India Import Massive Quantities of Gold from Switzerland / Commodities / Gold and Silver 2015
By: GoldCore
- Singapore, India and China continue to import staggering volumes of gold from the West
- U.K. exports of bullion to Switzerland increase 6 fold to a very large 97 tonnes
- Gold exports from Switzerland to both China and India doubled in March
- Shanghai Gold Exchange (SGE) becoming most important centre for physical gold trade
- LBMA says London gold trade will not move to exchange
- Gold price languishes at all time inflation adjusted lows despite robust demand …
- Gold will protect Asian peasants and western middle classes …
Monday, April 27, 2015
What’s Really Driving Gold and Silver Price? / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
This week a subscriber shared with me an interesting and well-written analysis. The focus was mainly relative to gold. He wondered if I might shed light on silver - based on similar parameters.
First and foremost, I do not deny the complex tertiary dynamics with regard to the movement of physical gold. I am also painfully aware of the secondary technical indicators that arise from the short-term price action.
Read full article... Read full article...
Monday, April 27, 2015
Gold and Silver - It's ALL about The Big Picture After All / Commodities / Gold and Silver 2015
By: Rambus_Chartology
Today I would like to focus in on the bigger picture by looking at some long term charts for the precious metal complex. I know most enjoy the action by looking at the minute charts but they're more likely to morph into something different as time goes on. On the other hand looking at the long term charts changes come much more slowly and they're less likely to morph into something else. A short term bottom on a minute chart vs a long term bottom on a monthly chart have two completely different meanings. If you see a big bottom on the monthly chart you know that the move will last more than just a few weeks or even a few months. It took a lot of smart investors with deep pockets to build out a bottoming formation that aren't going to bail out of their potions easily. Minute charts have their place in trying to fine tune and entry or exit point. They can also be used when a bigger pattern is building out with smaller individual chart patterns that end up creating the much bigger finished product. I also have a lot of ratio charts to show you that compare gold to the stock markets and some commodities.
Sunday, April 26, 2015
Corn Commodity Buying Opportunity Looms / Commodities / Commodities Trading
By: Austin_Galt
Corn has just broken support so there looks to be a bit more downside in store before a more solid bear rally takes place.
Firstly, let’s briefly look at the fundamental factors. The main factors causing the price of corn to drop recently appear to be an oversupply of corn combined with the recent outbreak of bird flu or avian influenza.
Sunday, April 26, 2015
This Industrial Metal Is Leaving Gold in the Dust / Commodities / Metals & Mining
By: Investment_U
Sean Brodrick writes: Precious metals are stuck in low gear (though the miners are starting to look much better). Many Oxford Club Members have asked how they should fulfill the metals portion of their portfolios.
I believe one outperformer this year will be zinc. It’s already up 12.9% since March 17. That’s much better than gold. And the good news is zinc is poised to go higher yet.
Read full article... Read full article...
Sunday, April 26, 2015
If Other Gold Miners Can Do What Newmont Just Did, Look Out / Commodities / Gold and Silver Stocks 2015
By: John_Rubino
The past few years have been brutal for the gold miners, most of which brought it on themselves by starting new, high-cost mines just in time for the metal's price to crater. The resulting write-downs and operating losses have made this without question the most unloved sector in the whole market.
The consensus among analysts has been that most miners' costs are so structurally sticky that only slight reductions will be possible, making the industry a financial basket case until gold starts rising again.
Read full article... Read full article...
Sunday, April 26, 2015
What Obama's First-Ever Energy Review Missed / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: The Obama administration just released its inaugural Quadrennial Energy Review (QER).
The aim of the 348-page report, which was ordered by a Presidential Memorandum in January 2014, is to help the U.S. government create a "comprehensive and integrated energy strategy" by identifying the roadblocks to providing affordable and secure energy and energy services for the country.
Read full article... Read full article...
Saturday, April 25, 2015
Gold And Silver - The U.S. Is A Corporation. Precious Metals Stand In The Way / Commodities / Gold and Silver 2015
By: Michael_Noonan
Where have all the trillions of newly created "money" gone? Into the failed and bankrupt banking scam conducted by the elites. All world-wide monetary policy undertaken by the central banks has been for the sole purpose of protecting the failed banking financial structure, propping up the fiat currencies.
Virtually none of the newly created "money" has ever left the banking system for loans to be used for productive means. Instead, it is being used to enslave other sovereign nations, breaking them financially, then taking control of each nation, one nation at a time. Think of Ireland, Spain, Cyprus, and now Greece most prominently in the Kabuki theater known as the elite-controlled Western press. The purpose: A no escape treadmill of debt bondage and poverty. [Kabuki theater: Performance where nothing substantive gets done]
Read full article... Read full article...
Friday, April 24, 2015
Are Gold Stocks the Cheapest Ever? / Commodities / Gold and Silver Stocks 2015
By: Jordan_Roy_Byrne
Everyone knows that this has been a devastating bear market for the gold mining sector. If you have followed our work you know that it is the second worst cyclical bear market in at least 80 years. Obviously, gold mining stocks have been crushed. Then they became cheaper, then cheaper and then really cheap. Yet, we may not realize just how cheap this sector has become both in nominal and relative terms.
Below we plot the Barron's Gold Mining Index (BGMI) against Gold. The BGMI dates back to 1938. The ratio recently touched its lowest level in at least 77 years! There might not be anyone alive today who has seen gold stocks this cheap relative to Gold.
Read full article... Read full article...
Friday, April 24, 2015
Silver - The Good News or Bad News Metal? / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
Excepting short term price performance, physical silver is often referred to as either the ‘good news metal’ or the ‘bad news metal’.
It’s the ‘bad news’ metal because, like gold, in times of a currency crisis it behaves more like a hedge against currency debasement or as a monetary asset.