Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Thursday, August 14, 2014
The Greatest Investment Theme of This Decade / Commodities / Crude Oil
Matt Badiali writes: It's not too late to grab a stake in the U.S. oil boom...
Yesterday, I shared my experience at the U.S. EIA 2014 Energy Conference last month in Washington D.C. In short, some of the smartest people in the industry, like Daniel Yergin, are projecting U.S. oil production could nearly double from today's levels within the next 20 years.
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Thursday, August 14, 2014
Crude Oil Up and Down. Who Will Take Control? / Commodities / Crude Oil
Trading position (short-term; our opinion): In our opinion no positions are justified from the risk/reward perspective.
On Tuesday, crude oil lost 0.68% as the bearish report from the International Energy Agency and waning concerns over Iraq supply disruptions weighed on the price. As a result, light crude re-tested the strength of the support zone and approached the recent lows. Will we see a breakthrough in the next few days?
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Thursday, August 14, 2014
Gold and Silver Miners that Can Make Money Now / Commodities / Gold and Silver Stocks 2014
As much as we'd all like significantly higher silver and gold prices, Chris Thompson of Raymond James doesn't expect them. The good news, he argues, is that the relative stability now characterizing the market permits investors to make informed decisions about which companies can build value and demonstrate cash flows at today's prices. In this interview with The Gold Report, Thompson lists a handful of gold and silver miners prepared to do just that.
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Wednesday, August 13, 2014
When Gold Miners Have Already Rallied – Will Metals Follow? / Commodities / Gold and Silver Stocks 2014
Briefly: In our opinion no speculative positions in gold, silver and mining stocks are now justified from the risk/reward perspective.
When one looks at gold and silver prices and their moves yesterday, it might seem that nothing happened in the precious metals market. That’s far from the truth because the real action took place in mining stocks. Several weeks ago, it was miners’ strength that heralded the rally in the whole sector. Will we see one also this time? Let’s start with mining stocks (charts courtesy of http://stockcharts.com).
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Wednesday, August 13, 2014
Oil Market QE Premium Is Coming out of Price / Commodities / Crude Oil
The Fed Giveth & Taketh with Policy
The Fed may pat themselves on the back for creating the ‘wealth effect’ in stocks, and hope like heck that some of this wealth trickled down and through the rest of the economy, but it is quite evident what the Fed giveth on one hand they taketh away on the other hand in terms of higher oil and commodities prices like gasoline prices.
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Wednesday, August 13, 2014
No Silver Money For Mexico, But Perhaps Gold For Eurasia / Commodities / Gold and Silver 2014
The amount of gold ounces stopped so far in August reached 478,800 the other day. That is a sizable chunk of gold at the Comex warehouse. But fortunately as you can see from the warehouse report, gold only enters, and rarely leaves. Don't look at all that other precious metal flowing to Asia, probably never to return in our lifetimes.Read full article... Read full article...
Wednesday, August 13, 2014
Confusion To New “London Silver Price” Launch This Friday / Commodities / Gold and Silver 2014
Today’s AM fix was USD 1,309.25, EUR 980.42 and GBP 780.71 per ounce. Yesterday’s AM fix was USD 1,311.00, EUR 982.76 and GBP 781.75 per ounce.
Gold rose a tiny $0.60 yesterday to $1,309.70/oz while silver fell $0.08 or 0.4% to $19.96/oz.
Gold is tethered to the $1,305/oz to $1,310/oz level again this morning - as it was for much of yesterday after ending Tuesday little changed for a second session. Gold has barely moved since late Friday, after closing last week at $1,309/oz despite heightened geopolitical risk.
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Wednesday, August 13, 2014
Resources Stocks Where to Stash Your Money When Europe Heats Up? / Commodities / Resources Investing
Under the cloud of a "colder war" with Russia, Europe is embarking on an energy renaissance. In this interview with The Mining Report, Casey Research energy expert Marin Katusa shares four junior names he thinks could profit from a move into modern energy production techniques, and one truly contrarian name for those expecting the worst.
The Mining Report: You've written about what you call a "colder war," where Russia takes advantage of its energy supply role to make deals with China and increase its power in the world. Was the downing of the Malaysian plane over the Ukraine a turning point in that war?
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Tuesday, August 12, 2014
Gold Price Uptrend Continuation / Commodities / Gold and Silver 2014
Gold is recovering from the lows after a decisive breakout of a downward channel that suggests higher prices for gold. Ideally market is now heading up in impulsive fashion which means that bulls can even accelerate to the upside as reversal down from 1345 appears to be a completed three wave corrective decline so the whole bearish retracement should be fully covered.
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Tuesday, August 12, 2014
Top 7 Reasons Why I’m Buying Silver Now / Commodities / Gold and Silver 2014
I remember my first drug high.
No, it wasn’t from a shady deal made with a seedy character in a bad part of town. I was in the hospital, recovering from surgery, and while I wasn’t in a lot of pain, the nurse suggested something to help me sleep better. I didn’t really think I needed it—but within seconds of that needle puncturing my skin, I WAS IN HEAVEN.
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Monday, August 11, 2014
Gold, Silver US Stocks and Energy Chart Analysis / Commodities / Commodities Trading
Last week we seen the stock markets go down and the precious metals stock indexes go up for the most part, inverse correlation. Friday the stock markets had a big reversal day with the PM stocks being mostly flat to down. It will be interesting to see how long this inverse correlation holds together.
Lets start with a daily chart for GDM that is showing a falling wedge at the moment that has broken out to the upside with a backtest to the top rail last Friday. The PSAR has been on a buy signal for 3 days now. The MACD and Histogram are still in negative territory while the slow stoch is rising giving us a mixed picture at the present time.
Sunday, August 10, 2014
A Pollution-Free Plan to Power 100 Million American Homes / Commodities / Renewable Energy
Oil and Energy Investor Staff write: Anyone who’s ever stood in the ocean knows its power. During a storm, ocean waves can pound houses, trees and cars into rubble. The steady waves can pulverize rocks and sweep swimmers out to sea in an instant.
But what if you could turn the pounding of the waves into a pollution-free source of energy?
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Sunday, August 10, 2014
Week Ahead: Commodities Analysis - GLD, SLV, USO / Commodities / Commodities Trading
Precious metals markets have been showing strength as investors start to take profits in stocks (with prices still trading near record levels). This has helped move money into assets like the SPDR Gold Trust ETF (NYSE: GLD) and iShares Silver Trust ETF (NYSE: SLV), which continue to rebound from their yearly lows. Many of these rallies have been prompted by geopolitical concerns in Ukraine, Gaza, and Iraq.
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Saturday, August 09, 2014
Gold And Silver Will Rise With US Dollar Demise, Just Not Soon / Commodities / Gold and Silver 2014
What do you get when a bunch of unelected bureaucrats band together? The EU. How is the EU different from the US? There is no difference, except that the US has the illusion of electing bureaucrats. The de facto corporate federal government remains undiscovered by the vast majority of US citizens. Thanks goes to the Rothschilds for setting everything up.
When one utilizes the axiom, "Follow the money," all roads lead to the Rothschilds and their formula of gaining control of a nation's money supply and then making all the rules. While that is the simplified version, it is no less insidiously true. In the process of gaining control of a nation's money supply, each country's gold holdings were ransacked, and in the case of the US, the then world's largest silver holdings were also stolen.
Saturday, August 09, 2014
Gold Price to Plunge, Visiting Fort Knox / Commodities / Gold and Silver 2014
Dear Reader, my apologies for the stunning revelation regarding the upcoming cataclysmic drop in the value of gold. I realize that my fellow gold bugs will be reaching for some form of chemical assistance to help them regain their composure after contemplating the implications of the title of my commentary. Gold bugs, I am sure, will scour my words to find evidence in my analysis that my statement is entirely incorrect.
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Friday, August 08, 2014
Gold GLD ETF Holdings Set to Surge / Commodities / Gold and Silver Stocks 2014
The mighty GLD gold ETF’s bullion holdings have remained stable in 2014, an impressive feat. Last year they suffered an epic outlying record plummet as the Fed’s stock-market levitation sucked capital out of alternative investments. This year’s resiliency in the face of the ongoing stock-market melt-up almost certainly means the bottom is in. GLD’s holdings are set to surge as weaker stock markets entice traders back.
The SPDR Gold Shares gold ETF, GLD, is a juggernaut in the gold realm. Now approaching its tenth birthday, it has grown into the world’s flagship and massively-dominant gold ETF. GLD’s impact on the global gold price can be so supreme and overpowering at times that all precious-metals investors and speculators simply have to follow it. Last year was a key case in point, where GLD trading controlled gold.
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Friday, August 08, 2014
Gold Breaks Out As Cold War 2.0 Intensifies - Technicals, Fundamentals Positive / Commodities / Gold and Silver 2014
Today’s AM fix was USD 1,317.50, EUR 984.02 and GBP 784.23 per ounce. Yesterday’s AM fix was USD 1,302.00, EUR 973.53 and GBP 772.98 per ounce.
Gold climbed $5.20 or 1.42% yesterday to $1,311.60/oz and silver fell $0.08 or 1.16% to $19.96/oz.
Gold is up nearly 2% this week on safe haven buying, its best weekly performance since mid-June. Gold hit three week highs overnight at $1,322.60/oz, having started to push higher in U.S. trading hours yesterday due to tensions with Russia and the renewed bombing of Iraq.
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Friday, August 08, 2014
Gold Miners Stock Price Next Move: Breakout or Breakdown? / Commodities / Gold and Silver Stocks 2014
We've been very bullish on the miners since January but became concerned recently with the poor technical action in the metals (specifically Gold). Last month the mining indices were very close to a major breakout yet couldn't punch through. This signaled that Gold could begin a deeper decline and the miners would be vulnerable. However, Gold failed to break below $1280 while the miners have continued to digest their early summer gains and hold support. In addition, Gold is showing increasing relative strength amid US$ strength and equity market weakness. If Gold continues to show this kind of relative strength in the weeks ahead then it raises the odds that the miners will break to the upside in September.
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Thursday, August 07, 2014
“Bail In Regime” Sees UK Banking System Downgraded By Moodys / Commodities / Gold and Silver 2014
Today’s AM fix was USD 1,302.00, EUR 973.53 and GBP 772.98 per ounce.
Yesterday’s AM fix was USD 1,288.50, EUR 964.27 and GBP 765.23 per ounce.
Gold rose $18.30 or 1.42% yesterday to $1,306.40/oz and silver climbed $0.23 or 1.16% to $20.04/oz.
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Thursday, August 07, 2014
Gold and Silver - From Price Manipulation to Hyperinflation / Commodities / Gold and Silver 2014
The precious metals are lynch pins. They are nagging and persistent counter-parties to money printing gone wild.It's been this way for as long as commerce was semi-civilized. (Though given the amount of financial fraud, violence, and chaos in the world, the term "civilized" might need to be reconsidered)...
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