Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, September 06, 2014
Palladium Hitting New Highs While Gold and Silver Test Lows / Commodities / Palladium
By: Jeb_Handwerger
Summary
- Gold, Silver and the junior miners are undervalued hitting three year lows.
- US dollar, stocks, bonds and equities hitting major highs trading at high valuations as a supposed safe haven.
- Beware of Black Swan events which come out of nowhere. This could cause capital to flow out of equities into hard assets.
- Palladium is in a major uptrend in 2014, outperforming all the precious metals.
Friday, September 05, 2014
The Great Silver Price Subsidization / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
Understanding precious metal price reality is like walking through a house of mirrors.
I spend a lot of time examining eyeballs. The magnification required to focus light on the retina is very strong. This causes an inverted image.
What I see in the lower right of my view is actually the upper left area of the patient's eye.
Friday, September 05, 2014
Short-Sellers Driving Gold and Silver Prices / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
Gold and silver had a bad week, with gold falling $25 to a low of $1262 by the Comex close yesterday, and silver by $0.50. This morning UK-time prices opened a little better on overnight physical demand, no doubt stimulated by those lower prices. The background to this poor performance was dollar strength relative to weak currencies, with the yen, euro and pound all declining sharply.
Friday, September 05, 2014
Gold, Silver Market Strong Reversal Augurs for Rough September / Commodities / Gold and Silver 2014
By: Jordan_Roy_Byrne
In recent weeks we wrote about the ongoing consolidation in precious metals miners. We touched on the history of September, not as a bullish month but as an important inflection point. With the miners holding up well and Gold still holding its lows we thought a breakout could be coming. Yet we've been whipsawed before. Several times over the past year (and as recently as late July) we've written about the possibility of a final low in Gold to precede the next impulsive advance in the miners. These scenarios came to a major head this week and the nasty decline across the entire sector suggests the bears are back for one last time.
Friday, September 05, 2014
Remember, Remember, Gold in September / Commodities / Gold and Silver 2014
By: Frank_Holmes
In American poet W. S. Merwin’s poem “To the Light of September,” the speaker calls the ninth month “still summer,” yet with a “glint of bronze in the chill mornings.” I agree—to an extent. Here in San Antonio, Texas, home of U.S. Global Investors, we’re most definitely still in the summer season. But in the investing world, when we talk about September, there’s a glint not of bronze but another precious metal: gold.
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Friday, September 05, 2014
The Energy Crisis No One is Talking About / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: As everyone remains focused on the price of crude, the wider energy market is headed for a serious shortfall.
In fact, in the course of my global work, it’s impossible not to recognize there is a new energy crisis quickly developing in other parts of the world.
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Thursday, September 04, 2014
Gold Model Projects Prices From 1971 – 2021 / Commodities / Gold and Silver 2014
By: DeviantInvestor
Gold persistently rallied from 2001 to August 2011. Since then it has fallen rather hard, down nearly 40% at one point, but it currently looks ready to rally for the balance of this decade.
WHY SHOULD WE EXPECT THAT GOLD WILL RALLY?
The answer, in my opinion, can be found in my gold pricing model that has accurately replicated AVERAGE gold prices after the noise of politics, news, high frequency trading, and day to day “management” have been removed by smoothing.
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Thursday, September 04, 2014
Overpriced Oil – The Fundamental Facts / Commodities / Crude Oil
By: Andrew_McKillop
Andy Hall Takes a Bet
Sometimes dubbed the Billionaire Better who always gets things right, Andy Hall has come out swinging. Bloomberg, September 3, reports Hall as saying US shale oil (and even shale gas) “are a dud” and will play down and out much faster than most people think. Hall says there is no way that either US or world oil prices can erode down to around $75 a barrel. He says barrel prices will be closer to $150 within 5 years, by at latest 2019. Hall is buying long-dated oil futures contracts to as far out as 2019 on that basis
Thursday, September 04, 2014
Stronger U.S. Dollar Implications for Crude Oil Price / Commodities / Crude Oil
By: Nadia_Simmons
Trading position (short-term; our opinion): In our opinion no positions are justified from the risk/reward perspective.
On Tuesday, crude oil lost 2.70% as the combination of disappointing Chinese data and stronger U.S. dollar weighed on the price. Because of these circumstances, the commodity bounced down the medium-term resistance zone and approached the recent lows. Will they withstand the selling pressure?
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Thursday, September 04, 2014
Gold and Silver Price False Break Lows? / Commodities / Gold and Silver 2014
By: Austin_Galt
Both gold and silver have embarked on early week moves down. These moves reek of attempts to flush out the weak hands. Many of those bulls still remaining would surely have a good case of the heebie jeebies right about now. While I am also a bull, currently holding long silver positions, I have found the move less intimidating as I was expecting these downmoves. Although I must admit to getting a slight twitch come the end of trading on Tuesday! Let's investigate.
Thursday, September 04, 2014
George Soros Signals Argentina’s Shale Oil and Gas is Biggest Place to Be / Commodities / Shale Oil and Gas
By: OilPrice_Com
One of the world’s legendary investors is upping his bet on Argentina’s shale oil and gas industry in a show of confidence for shale production in South America’s largest unconventional prize —and a big boost for both supermajors and smaller players making big waves in the heart of new discovery areas.
George Soros has doubled his stake in YPF SA, the state-owned oil company in Argentina, which sits atop some of the world’s largest shale oil and gas resources, and is about to get even larger following a new discovery over the last couple of weeks of a second key shale play.
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Wednesday, September 03, 2014
Gold’s Price Plunge, U.S. Dollar and CCI / Commodities / Gold and Silver 2014
By: P_Radomski_CFA
Briefly: In our opinion no speculative positions in gold, silver and mining stocks are now justified from the risk/reward perspective. However, day-traders might consider a small speculative long position in silver.
The precious metals sector moved sharply lower yesterday – in tune with its medium-term trend. The decline was to a large extent connected with the breakout in the USD Index. It seems that it is the U.S. dollar that will determine the short-term moves in PMs and miners in the coming days and in today’s alert we focus on this relationship. The CCI Index seems to be in a particularly interesting position as well and this is something that gold & silver traders should be aware of.
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Wednesday, September 03, 2014
Gold and Silver Internationalization Are The Antidote To The Keynesian Endgame / Commodities / Gold and Silver 2014
By: GoldSilverWorlds
When looking at today’s economic situation, it is amazing how the debt situation remains underexposed. It is truly the “elephant in the room”. In this article we will review the most recent economic data and what that data could mean for the coming years.
When asked about his view on the economic situation, Claudio Grass, managing director of Global Gold, answered with this quote from German economist Wilhelm Röpke:
“The theories men construct, and the words in which they are framed, often influence their mind more strongly than the facts presented by reality”.
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Wednesday, September 03, 2014
What’s in Store for Natural Gas and Crude Oil Prices / Commodities / Natural Gas
By: Money_Morning
Kent Moors writes: To hear some analysts tell it, geopolitics and the weather are exogenous events when it comes to energy prices.
That is, somehow both natural gas and crude oil prices would operate quite “rationally” if it weren’t for either of them.
According to these guys, supply and demand is what drives the market, and from time to time these “outside elements” only muddle things up.
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Wednesday, September 03, 2014
Preparing for a Financial Crisis Worse than 2008? / Commodities / Metals & Mining
By: Metals_Report
Trillions of dollars of debt, a bond bubble on the verge of bursting and economic distortions that make it difficult for investors to know what is going on behind the curtain have created what author Doug Casey calls a crisis economy. But he is not one to be beaten down. He is planning to make the most of this coming financial disaster by buying equities with real value—silver, gold, uranium, even coal. And, in this interview with The Mining Report, he shares his formula for determining which of the 1,500 "so-called mining stocks" on the TSX actually have value.
Wednesday, September 03, 2014
Gold Price Seasonality Chart Points to Strong Gains Sept through February / Commodities / Gold and Silver 2014
By: Jason_Hamlin
The month of September has historically been the strongest for precious metals. Since the start of the current bull market, gold has averaged a gain of 2.6% during the month of September. This is typically followed by a smaller gain of 0.8% in October and then a few more strong months in November, January and February. Taken together, we are exiting the weakest seasonal period for gold (Spring-Summer) and entering into the strongest seasonal period (Fall-Winter).
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Tuesday, September 02, 2014
Why Brent Crude Oil Prices Won’t Fall Below $100 a Barrel / Commodities / Crude Oil
By: Submissions
Chad Shoop writes: All the talk about oil these days would lead you to suspect that we are overflowing in abundance, with enough of the black gold lying around the U.S. to significantly reduce our dependence on Middle Eastern and European oil. This happy talk has even sparked discussion of oil independence for Americans — but this couldn’t be farther from the truth. Given the rising cost of producing oil, oil prices won’t fall below $100 a barrel — at least not for any significant length of time.
Tuesday, September 02, 2014
3 Important Gold Charts - Transparent Holdings Fall As Bullion Goes East To Russia and China / Commodities / Gold and Silver 2014
By: GoldCore
Nick Laird of www.ShareLynx.com has compiled some great new charts on the transparency of public gold holdings over time. The charts were emailed to us Monday night. Sharelynx.com is one of the internet’s most comprehensive sources for market related charts and is well worth the subscription. The charts are very illuminating and provide great insight into how gold has shifted between non public sources and public sources over the last 10-12 years. Below we reproduce some of Nick’s charts and some GoldCore commentary on the trends that we find most interesting.
Tuesday, September 02, 2014
Gold Price - The Thin End of the Wedge / Commodities / Gold and Silver 2014
By: Bob_Kirtley
Background
Gold had a horrendous year in 2013 disappointing many of its supporters; however, 2014 started brightly bringing with it much hope for an attempt at achieving new record highs. Gold prices moved quickly from the $1200/oz level to flirt with $1400/oz by mid-March. The summer brought some confusion with gold rallying and falling without much in the way of conviction in either direction. As optimists we can argue that the summer doldrums arrived to take the steam out of the market and that better times lie ahead. The pessimists suggest that gold is struggling to gain some traction and will head lower in the near future, so we will take a brief look at some of the factors that affect gold’s movements.
Tuesday, September 02, 2014
Why The Debate Over Energy Storage Utterly Misses The Point / Commodities / Energy Resources
By: OilPrice_Com
The debate over which energy storage technology will prove to be the best in the long-term is woefully misguided.Many technologies have been tested in the field or been fully installed, but their real-world applications have created constant questions around a number of fixed themes: the three-points concern cost, technology, and potential environmental impact, as well as the need for specific regulation and end-of-life management.
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