Category: Commodities Trading
The analysis published under this category are as follows.Tuesday, September 25, 2012
QE and the Commodity Markets / Commodities / Commodities Trading
QE and the Commodity Markets
After the recent announcements of the ECB’s OMT program, (outright monetary transactions), and the FED’s QE 3 program, (open ended asset purchases), we were forced to not only review the equity markets, but also the commodity markets. We updated the commodity charts last weekend. Those who review our public charts, on a regular basis, are one step ahead of this report. We will start with a review of the GTX (S&P GSCI Commodity Index), then all five of its sectors.
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Monday, September 24, 2012
Secular Commodity Markets Peak Forecast 2013 / Commodities / Commodities Trading
Forecasting a secular commodities bull market peak is two-part: why commodities should make a blow-off price acceleration and why commodities should then fall out of favour in an enduring way.
Let me start by showing that commodities have been a particularly poor-performing asset class over time:
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Thursday, September 13, 2012
Commodity Trading Opportunities You Need to Know About Today / Commodities / Commodities Trading
Greetings,
Today, you have a chance to see for yourself a real-life, professional-grade commodity market-forecasting tool from an Elliott wave expert.
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Friday, July 27, 2012
Is the Commodities Boom Over? / Commodities / Commodities Trading
The world’s economy is passing through a low growth environment and this is in stark contrast to the first half of the last decade, when we had a global boom. Today, Europe is on the brink of recession, the US economy is growing at only 2% per year and it appears as though China is facing a major slowdown. Given these circumstances, we are of the view that the prices of natural resources will struggle to retain last decade’s momentum.
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Thursday, July 19, 2012
A Clear Tipping Point for Resources, You Don't Want to Miss This Opportunity / Commodities / Commodities Trading
Frank E. Holmes writes: I recently spoke at FreedomFest in Vegas along with the world's best and brightest minds, such as Steve Forbes, Senator Rand Paul, and Whole Foods CEO John Mackey.
I discussed the growing global demand for resources and gold to a crowd of 2,000.
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Saturday, June 30, 2012
John Embry on Gold, Silver, Currencies and Commodities / Commodities / Commodities Trading
The Hera Research Newsletter is pleased to present the following insightful interview with John Embry, Chief Investment Strategist of Sprott Asset Management LP, where he plays an instrumental role in the corporate and investment policy of the firm. Mr. Embry, who is a world renowned expert on the gold market and on gold and precious metals mining shares, currently focuses on the Sprott Gold and Precious Minerals Fund. Mr. Embry has researched the gold sector since 1963 and has more than thirty years of industry experience as a portfolio management specialist.
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Monday, June 25, 2012
Gold, Oil, Metals, Agricultural Commodities Bull Market Appears to Have Ended / Commodities / Commodities Trading
We had been bullish on the entire commodity sector until the 2002-2007 equity bull market ended, and turned bearish in early 2008. After the crash in 2008 commodities, and equities, hit a significant low in early 2009. For commodities we labeled that low as Primary wave A of an ongoing bear market. A rising Primary wave B was then underway. Since several of the sectors in the commodity market had not completed their bull markets yet. We expected this B wave could retrace a good portion of the A wave decline. It did not!
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Thursday, June 21, 2012
Gold, Crude Oil And The CRB Index Approaching Final Bottom / Commodities / Commodities Trading
June has been the month of major bottoms. Stocks and gold have already formed major yearly cycle lows. Now it's the CRB's turn to put in a major three year cycle bottom. This bottom will almost certainly form well above the 2009 low, establishing a pattern of higher lows and setting up for what I believe will be an extreme inflationary scenario over the next two years, culminating in a parabolic spike much higher than the one in 2008.
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Tuesday, June 19, 2012
Commodities Demand Speed Up or Slow Down--Don't Exit the Highway / Commodities / Commodities Trading
When it comes to investing, wise managers are like good drivers, constantly evaluating the environment, looking for signs to step on the gas or slow down. A positive signal received recently came from Goldman Sachs, when the firm recommended "stepping back into the markets" in its latest Commodity Watch. Goldman is anticipating a 29 percent return for the S&P GSCI Enhanced Commodity Index over the next 12 months and suggests investors might want to increase their position in commodities.
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Tuesday, June 05, 2012
Gold and Commodities Major Long-term Bottom Forming / Commodities / Commodities Trading
Stocks:
With Friday's employment report a few things began to clear up. The first one is the correct cycle count on the stock market. With the break to new lows it's now apparent that April 10th formed either a very stretched, or very short daily cycle. I tend to lean towards the very short cycle interpretation based on the trend line breaks I have illustrated in the chart below.
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Friday, May 18, 2012
Gold and Commodities Forming Major Long-Term Bottoms / Commodities / Commodities Trading
Once every year gold and stocks form a major yearly cycle low. Commodities form a major cycle bottom every 2 1/2 to 3 years. Every once in a while all three of these major cycles hit at the same time. I'm pretty sure that's what is happening right now.
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Monday, May 07, 2012
The Gold, Energy and Agriculture Commodities Bull Market Rolls On / Commodities / Commodities Trading
Peter Krauth writes: Despite the setback caused by the 2008 financial crisis, the commodities bull market rolls on. A short four years later, many commodities are trading at or near all-time highs.
And thanks to huge swaths of the developing world moving up the ranks, the current bull market in commodities promises to be one for the history books-- both in time and size.
After all, the wants and needs of 7 billion people are an irresistible and monumental force.
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Saturday, April 21, 2012
China Economy Dragging Commodities Lower / Commodities / Commodities Trading
Commodities have been sinking like stones since late February, an unusual divergence from the rallying stock markets. This relentless weakness has wreaked havoc on commodities sentiment, leading traders to abandon commodities stocks. As we all try to make sense of this surreal bloodbath, one catalyst keeps coming up. Western perceptions of the Chinese economy have been a real drag on commodities.
China is indeed one of the major drivers of this past decade’s secular commodities bulls. As the world’s most-populous country, it has over 1.3b people who collectively consume vast amounts of resources. China sports the fastest-growing major economy on the planet, which has recently catapulted it to become the world’s second largest after the US. China is also the second-largest importer on Earth.
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Wednesday, March 28, 2012
Gold ad Crude Oil Unfolding Trading Patterns / Commodities / Commodities Trading
The past two months we have seen all the focus from traders and investors be on the equities market. And rightly so and stocks run higher and higher. But there are two commodities that look ready to explode being gold and oil (actually three if you count silver).
Below are the charts of gold futures and crude oil 4 hour charts. Each candle stick is 4 hours allows us to look back 1-2 months while still being able to see all the intraday price action (pivot highs, pivot lows, strong volume spikes and if they were buyers or sellers…).
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Wednesday, March 14, 2012
Three Ways to Profit from Rising Copper Prices in 2012 / Companies / Commodities Trading
MICHAEL ADAMS writes: Global economic uncertainty can create a volatile metals sector and lead some investors to bail on the industry altogether.
But doing so would mean missing the huge profit opportunities from rising copper prices in 2012.
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Monday, February 27, 2012
Dollar, Gold and Gasoline: Much Ado About Nothing / Commodities / Commodities Trading
U.S. regular gasoline price has spiked almost 4% in one week to $3.688 a gallon as of Feb. 26, the highest level since last September, with residents in three states--Alaska, Hawaii, California-- are already seeing above $4 at the pump, based on AAA's Daily Fuel Gauge Report.
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Friday, February 24, 2012
Commodity prices begin to run / Commodities / Commodities Trading
Commodity and equity prices have trended together for over a decade. However, recently the S&P 500 has bolted away to a 12-month high leaving natural resources to linger in the basement. That disconnect appears to have now changed with commodities quickly playing catch-up to stocks.
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Wednesday, February 22, 2012
Commodities have Broken Out to the Upside / Commodities / Commodities Trading
With Greece in the rearview mirror, investors turned their attention to the risk on trades. The CRB index painted a clear breakout from its consolidation over the past few weeks. This breakout has been confirmed in silver, gold, oil and copper.
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Wednesday, February 22, 2012
Credit Crisis Bailouts Benefitting Gold, Silver, Uranium And Rare Earth Miners / Commodities / Commodities Trading
The Chinese Ideographs for crisis is a two edged sword. One blade is pointed upward to forecast opportunity, the other symbol is pointed downward to signify danger. The short term deflationary crisis in 2011 provided a unique opportunity to buy undervalued miners at historic bargain basement prices.
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Thursday, February 02, 2012
Commodity Wars, Why Trade Milk When You Can Buy the Cow (Cheaply)? / Commodities / Commodities Trading
As you may recall, I was speaking about the Currency War long before it became a recognized issue. From my analysis of history and the major monetary trends it seemed inevitable even in 1999, and events shortly after that confirmed it.
Those who see what is going on behind the scenes are securing supplies of key commodities and hard assets. And this is not limited to the large national banks and financial firms.