Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, October 16, 2014
Gold Prices Since 9-11 / Commodities / Gold and Silver 2014
By: DeviantInvestor
The world as we knew it changed after the dot-com crash of 2000 and especially after 9-11.
- National debt zoomed much higher
- Stock markets crashed
- The Fed introduced more “stimulus” and helped create a housing bubble
- Government became larger and more intrusive
- Gold, silver, crude, and other commodities rallied
Thursday, October 16, 2014
Flight To Safety - Gold Rises As Stocks, European Bonds Sink / Commodities / Gold and Silver 2014
By: GoldCore
Today’s AM fix was USD 1,241.00, EUR 969.38 and GBP 775.87 per ounce.
Yesterday’s AM fix was USD 1,223.50, EUR 967.58 and GBP 768.63 per ounce.
Gold climbed $4.40 or 0.36% to $1,237.80 per ounce and silver slipped $0.03 or 0.17% to $17.43 per ounce yesterday. Gold s now nearly 5% above its recent lows and is again acting as a hedging instrument in investment portfolios after sharp falls in stock and many bond markets.
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Thursday, October 16, 2014
Crude Oil Prices Continue to Define Geopolitics / Commodities / Crude Oil
By: STRATFOR
Editor's Note: Oil prices dropped steeply Oct. 14, with crude oil futures falling 4.6 percent to $81.84 per barrel -- the biggest decrease in more than two years. Brent crude dropped by more than $4 a barrel at one stage in the day, dipping below $85 for the first time since 2010. While these are relatively substantial drops, they are just one part of a continuing trend Stratfor has been tracking over the past few months. Factors behind the slump include weak demand, a surfeit of supply and the fact that many large Middle Eastern producers are reluctant to reduce their output.
Wednesday, October 15, 2014
King Coal Strikes Back at the Obama Administration / Commodities / Crude Oil
By: Money_Morning
Dr. Kent Moors writes: The latest salvo in the “Coal Wars” comes from the American Coalition for Clean Coal Electricity (ACCCE), and it’s aimed squarely at the Obama Administration.
Of course, the ACCCE isn’t exactly an impartial observer. In fact, you might say it has one huge dog in this fight.
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Wednesday, October 15, 2014
Secret Scheme To Manipulate Silver Price - Lawsuits Against Banks Proceed / Commodities / Gold and Silver 2014
By: GoldCore
The lawsuits against banks that alleges they engaged in a secret scheme to manipulate the price of silver bullion is proceeding.
Gold fixing in London at NM Rothschild and Sons began in September 1919
Litigation alleging that Deutsche Bank, Bank of Nova Scotia and HSBC Plc illegally fixed the price of silver were centralised in a Manhattan federal court yesterday. The banks have been accused of rigging the price of billions of dollars in silver to the detriment of investors globally.
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Tuesday, October 14, 2014
Peter Schiff - China's Boom and Lust for Gold - Video / Commodities / Gold and Silver 2014
By: Peter_Schiff
Synopsis: With the launch of the iPhone 6, Americans now wait in line for hours to sell wealthy Chinese the smartphones at 10X the price. How did we become the waiters and they the big spenders? Peter explains China's ongoing boom and what it means for their favorite commodity - gold.
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Tuesday, October 14, 2014
Silver, Warfare and Welfare / Commodities / Gold and Silver 2014
By: DeviantInvestor
US policies that promote warfare and welfare have produced massively increased debt, much higher consumer prices, larger government, and more central bank intrusion into the markets. And yes, higher silver and gold prices also resulted from these policies.
Fifty years ago we were bombing North Vietnam "back into the stone age" while also declaring a "war on poverty." The consequences of both "wars" have not been encouraging. Since then we have created considerable indebtedness by promoting such questionable ideas as a war on Iraq, a war on drugs and a war on terrorism. Future uses of national income and more debt could include a war on ebola, war on ISIS, and many other "wars."
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Tuesday, October 14, 2014
Swiss Gold Referendum “Propaganda War” Begins / Commodities / Gold and Silver 2014
By: GoldCore
The referendum for the Swiss Gold Initiative is scheduled for November 30th and the propaganda war - between the Swiss National Bank (SNB) and the Swiss Parliament on one side and the Swiss People's Party (SVP) on the other - has begun and we expect it to escalate as the day draws nearer.
Tuesday, October 14, 2014
How To Blow Up OPEC In 3 Easy Steps / Commodities / Crude Oil
By: Raul_I_Meijer
It’s easily been longer than I care to remember that I first wrote it was only a matter of time before individual OPEC members would throw out the cartel’s agreements on prices and production, and just produce at full force and capacity, and then some. We may have seen that time arrive.
The underlying reason I first talked about it was two-fold. First: the economic crisis, which could lead to one thing only: less global demand. And second: the fast increasing wealth and population numbers in oil-producing nations which, as initially defined by Jeffrey Brown and Sam Foucher in the Export Land Model, has proven to be a much bigger factor in OPEC economies than people realized.
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Monday, October 13, 2014
Powerful Reversal and Shakeout in the Junior Gold Mining Stocks at May Lows Around $33 / Commodities / Gold and Silver Stocks 2014
By: Jeb_Handwerger
Summary
- Three years ago in early 2011, I cautioned my readers to be careful to chase gold and silver higher as it was moving parabolic. Now it is oversold and ignored.
- Be careful now of parabolic rises in the S&P500 (SPY), Long term US Treasuries (TLT) and US dollar (UUP). Investors are scared and looking for liquidity.
- Silver (SLV) is trading below $17, Gold (GLD) is testing major support at $1200. The GDXJ has been outperforming and has not violated 2013 lows.
- If $1180 does not hold, gold (GLD) may test lower prices near $1050 as that is the approximate 50% retracement of the 2001-2011 bull market.
- Some smart traders are expecting a triple bottom at $1180 on gold with a bounce off current oversold levels with a small pullback in December for tax loss selling.
- Junior Gold Mining ETF (GDXJ) Makes Bullish Reversal at May Lows around $33.
Monday, October 13, 2014
Gold and Silver Price To Rally Or Not To Rally / Commodities / Gold and Silver 2014
By: Austin_Galt
Both gold and silver rallied nicely off their lows the past week. So, is this the start of something bigger or just another blip in a doom and gloomy bear market? Let's have a look at the charts to find out. We'll begin with gold.
Saturday, October 11, 2014
Why Overpriced Crude Oil Failed / Commodities / Crude Oil
By: Andrew_McKillop
Forget the Secret Deals
US-Saudi petrodollar recycling or the "Secret Deal" between the USA and Saudi Arabia dating from the early 1970s and heavily associated with Richard Nixon, Henry Kissinger, the US Treasury Dept and US Federal Reserve was anything but a secret deal, and public domain information on this system is easily available. Ultra basically, petrodollar recycling worked best with high oil prices. The long slump of oil prices through 1986-2002, was basically engineered, at its beginnings, by Saudi Arabia with full US support to deny revenues to Khomenei's Iran in its 1980-88 war against Saddam Hussein's Iraq, seen by the Sunni-dominated Gulf States as holding back the Islamic revolutionary Shia of Iran. Saudi Arabia certainly did not profit from low oil prices and after the period of 1974-86, it consistently reduced its deposits of "windfall gain" petrodollars in the US Fed Reserve system.
Saturday, October 11, 2014
Gold And Silver Still No End In Sight / Commodities / Gold and Silver 2014
By: Michael_Noonan
Miscellaneous, with a central not-so-apparent binder. Do they relate to gold and silver?
In a way, yes.
At the end of September, Yahoo ran a picture of Putin along side of Stalin. No too much in the way of suggestive association at play here by the media intent on pleasing the elites and federal government. The caption was what the two have in common, both from Russia certainly being one. What we know for sure is that neither ever won a Nobel Peace Prize, and neither has been responsible for inciting wars all across the globe and bombing other countries into submission, so Obomba is one-up on them in that regard, but his photo did not appear in the line up.
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Saturday, October 11, 2014
Gold and Silver Getting a Temporary Reprieve / Commodities / Gold and Silver 2014
By: Jordan_Roy_Byrne
Gold closed last week below $1200 for the first time but has since rebounded from support at $1180. Silver has also rebounded but only after declining in 11 of the past 12 weeks. Precious Metals endured a very rough September and became very oversold. With Gold near its daily low and the gold miners (HUI, GDX) near their December lows, a rebound was probable. Precious metals bulls need to stay patient and disciplined as we believe this is an oversold bounce in a sharp downtrend until proven otherwise.
Friday, October 10, 2014
Gold, Stocks Market Turbulence / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
This week has seen highly volatile equities (mostly down), bond yields sharply lower, the oil price hard down, and gold side-lined but recovering after a miserable month or two. On the news front, the S&P rating agency reminded us that Greece is likely to default, Germany released some horrible industrial production numbers, and the Federal Open Market Committee unexpectedly released dovish minutes. So what’s it all about?Read full article... Read full article...
Friday, October 10, 2014
Crude Oil Price War - A Calculated Saudi Move Aimed At America / Commodities / Crude Oil
By: Money_Morning
Dr. Kent Moors writes: In 280-279 B.C., the Epirian King Pyrrhus defeated the Romans in two consecutive battles. But he suffered such a large number of casualties that his army could no longer carry on the fight.
Ever since then, the term “Pyrrhic victory” has become synonymous with winning at too high a cost.
These days some are beginning to wonder if the Saudis are marching down the same road.
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Thursday, October 09, 2014
The Fourth Central Bank Gold Agreement - Started 27-9-2014 - What Gives? / Commodities / Gold and Silver 2014
By: Julian_DW_Phillips
On 19th May 2014, the European Central Bank and 20 other European central banks announced the signing of the fourth Central Bank Gold Agreement. This agreement, which applies as of 27 September 2014, will last for five years and the signatories have stated that they currently do not have any plans to sell significant amounts of gold.
Collectively, at the end of 2013, central banks held around 30,500 tonnes of gold, which is approximately one-fifth of all the gold ever mined. Moreover, these holdings are highly concentrated in the advanced economies of Western Europe and North America, a statement that their gold reserves remained an important reserve asset, a statement made in each of the four agreements since then.
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Wednesday, October 08, 2014
Gold: Time to Prepare for Big Gains? / Commodities / Gold and Silver 2014
By: Casey_Research
Years of a severe downturn in the gold market have left very few bulls to speak out in favor of the yellow metal. Here are some positive opinions on the future of the precious metal, from the recently concluded Casey Research Fall Summit.
David Tice, founder of the Prudent Bear Fund, believes we are heading for a “global currency reset” that will reduce the role of the dollar in global trade. Central banks, he says, don’t possess all the gold they claim to, and the unwinding of the paper gold market probably isn’t far down the road—it could even ignite the next major crisis.
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Wednesday, October 08, 2014
Gold and Silver Stocks Apocalypse Now, Bear Market Review / Commodities / Gold and Silver Stocks 2014
By: Rambus_Chartology
In part I, Phase III-Dead Ahead, we established the macro case for the final phase of the gold stock bear market. As the bear market progresses the economies key constraint remains the level of debt, specifically the size and composition of the national balance sheet which has baked in the cake a deflationary outcome. It is this wave of deflation that will drive the final phase of this bear market to unimagined lows. The good news, however is when it's finally over the precious metals will transition into the next bull market. We will examine this process and the sign posts along the way as we complete phase III of the bear market and transition into the beginning of the next bull market in the precious metals.
Wednesday, October 08, 2014
Gold; a Simpleton’s View / Commodities / Gold and Silver 2014
By: Gary_Tanashian
First off, if you have an interest in the price of gold and have not already done so, I highly recommend you check out Steve Hochberg’s 2-part Elliott Wave video presentation on gold (disclosure: free sign up to Club EWI brings a small commission to yours truly 
). With all his zigs, zags, waves and patterns he ends up at the same place I do with my simple version. I may use less cluttered methods, but I find this stuff very interesting.
With markets at a key juncture, the US dollar over bought (but bullish), the precious metals, commodities and increasingly, global markets over sold but bearish and US stocks acting as if October 2014 could at least recall memories of October 2008, I want to try to weave all this together around the simplistic monthly chart of gold, which is the asset that would provide liquidity for asset market refugees if the macro really were to get very negative.
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