Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, May 27, 2016

Gold Price Looking Vulnerable While Gold Stocks Correct / Commodities / Gold and Silver Stocks 2016

By: Jordan_Roy_Byrne

Last week we highlighted our gold stocks bull analog chart which showed the gold stocks correcting at least 20% at this point during both the 2008-2009 and 2000-2001 recoveries. We concluded that gold stocks were likely to continue to correct in the days and weeks ahead. While that has played out so far, we should also note that Gold is suddenly looking more vulnerable.

Friday, May 27, 2016

Oil Climbs over $50: Can Investors Bank on a Recovery? / Commodities / Crude Oil

By: The_Energy_Report

The price of a barrel of oil has almost doubled from its low of $28 at the start of the year, prompting speculation that a recovery is underway, which may result in the revival of companies in the exploration, production and services sectors that have foundered since prices collapsed in 2015.

Friday, May 27, 2016

A New Golden Bull or Has the Market Gone Too Far Too Fast? / Commodities / Gold and Silver 2016

By: The_Gold_Report

Precious metals expert Michael Ballanger discusses how investors should interpret the recent shifts in gold and silver "market tectonics."

Thursday, May 26, 2016

Gold Price Forecat Rise Above $1,900/oz -“Get In Now” Says Boockvar / Commodities / Gold and Silver 2016

By: GoldCore

The gold price is likely to rise above $1,900/oz in the next phase of the bull market and investors should “get in now,” Chief Market Analyst of the Lindsey Group, Peter Boockvar told CNBC’s “Futures Now” yesterday.

Thursday, May 26, 2016

Is The London Gold Bullion Market a Bucket Shop - Video / Commodities / Gold and Silver 2016

By: Mario_Innecco

It's Thursday May 26 2016 I'm talking about the LBMA today which is the London
bullion market Association it's the biggest supposedly physical gold market
in the world and the reason I brought in diapers because there's an interesting
article in Zero Hedge and it's in tights titled an inside look at the world's
biggest paper gold market and there's quite a few infographics in this article
and it's very interesting and basically it states that average trading volume in
London gold treating calling paper gold as 5,500 tonnes but the LBMA only holds
300 tonnes in its vaults there is more going to London in the Bank of England
buy back gold is supposedly their cat by the Bank of England for other world

Thursday, May 26, 2016

Think Beyond Oil And Gold: Interview With Mike 'Mish' Shedlock / Commodities / Commodities Trading

By: Mike_Shedlock

This past week I was interviewed by James Stafford at Oilprice.com.

We discussed, oil, gold, lithium, other natural resources, global opportunities, and even biotech plays.

Here is the full interview, conducted several days ago.

Thursday, May 26, 2016

Billionaires Are Wrong on Gold / Commodities / Gold and Silver 2016

By: Nick_Barisheff

Recently the mainstream media has reported that several billionaires are concerned about global financial markets and have purchased significant amounts of gold to protect their portfolios.

Take Stan Druckenmiller, the famed hedge fund manager who managed money for George Soros as the lead portfolio manager for Quantum Fund. He and Soros famously 'broke the Bank of England' when they shorted the British pound sterling in 1992, reputedly making more than $1 billion in profits. He has reportedly used over $323 million of his own money to invest in gold. This is approximately a 30% allocation in his $1-billion family fund. His belief in gold can be attributed to his criticism of the Federal Reserve's massive money printing and near-zero interest rates. Ongoing low rates will drive both central banks and investors into gold.

Thursday, May 26, 2016

How NOT to Invest in the Gold Market / Commodities / Gold and Silver 2016

By: Jason_Hamlin

Investor psychology is an interesting phenomenon to study. Despite the obviously negative implications, a large percentage of investors have a tendency to buy high and sell low. When the price has been rising and everyone is bullish, they decide to jump in near a top. When prices are dropping sharply and everyone is selling, they get fearful and decide to exit their positions near the bottom.

Herd mentality, or mob mentality, describes how people are influenced by their peers to adopt certain behaviors, follow trends, and/or purchase items.

Thursday, May 26, 2016

The Black Swan Spotter...Which Saw the Oil-Crash coming; now says the “Invisible Hand” will push Brent to $85 by Christmas / Commodities / Crude Oil

By: Andrew_Butter

This is a long article...in summary:

The Short Story:

• $85 by Christmas 2016 sounds as far-fetched as the notion that when Oil was $100-Plus, it would crash!
• The Big Idea then, was that was a classic price bubble – and bubbles always bust
• That was based on a boring valuation for “Other-Than-Market-Value” (OTMV) done in line with very boring International Valuation Standards; nothing radical, no Black Magic, no Black Swans  http://www.romacor.ro/legislatie/08-ivs2.pdf
• The “alleged” price-bubble, led “allegedly” to over-investment which led to over-supply
• That was probably thanks to central banks printing money to stimulate what Ludwig Von Mises called “mal-investment”, which is why you have central banks and “God’s Workers” ordained by Goldman Sachs
• The over-supply eventually caused a bust, predictably
• And then “over-investors” (and/or their banks), lost their shirts. That’s normal, it happens all the time; the only question is who pays; the latest idea of the Fed  is the grand-children do.
• The model says bubble/bust is zero-sum and so the bust is over; because the supervisor of God’s Workers says so
• OTMV today appears to be about $85, so that’s where the price is headed now
• Unless shale oil comes back in a big way – that’s the only caveat.

Wednesday, May 25, 2016

"Gold and Silver Bottom Is In" - Silver Guru tells Max Keiser / Commodities / Gold and Silver 2016

By: GoldCore

“Gold and silver bottom is in”, renowned silver analyst David Morgan tells Max Keiser on the Keiser Report and warns about paper and digital proxies for money and gold. Morgan, also known as the ‘Silver Guru’ of the TheMorganReport.com, talks to Max about the gold, silver and global bond markets and the ponzi scheme that are these markets.

Wednesday, May 25, 2016

US Dollar, Back From the Grave? / Commodities / Gold and Silver 2016

By: Rambus_Chartology

We’ll be leaving for home sometime tomorrow afternoon so I won’t be able to do a Wednesday Report. By the movements in the markets, today is actually a better day to do a Wednesday Report.

There are several times a year when the markets gives you an important inflection point. Today I believe we just witnessed one in regards to the PM complex, the US dollar and the stock markets. Even though the US dollar didn’t have an extremely big up day it did show its hand by breaking out of a downtrend channel while the PM complex had a tougher day breaking down from a small topping pattern we looked at earlier today. Also the stock markets had a very good day to the upside with some completing small double bottoms or falling wedges.

Wednesday, May 25, 2016

Gold : Just the Facts Ma’am / Commodities / Gold and Silver 2016

By: Dan_Norcini

It wasn’t much, a bit less than 4 tons to be exact, but today marked the first day in nearly a month that GLD reported a drawdown in gold holdings.

The last such occurrence was all the way back on April 25.

Considering the amount of gold that has been added since that time (66 tons), a 4 ton reduction is minor. What we will not want to see however is a PATTERN of falling reported gold holdings. That has been the one bright spot for gold that has held steady even in the face of weakness on the gold chart at the Comex. If this changes, then we have an issue.

Wednesday, May 25, 2016

SPX, GDX and GLD: All Ready to Rollover? / Commodities / Gold and Silver 2016

By: Brad_Gudgeon

Death Crosses Across The Board Are IRREFUTABLE Last week, I was looking for a big drop for the gold complex into May 19. We got a huge drop, but not the drop I was looking for. It seems gold is working out a 25- week low while GDX is trying to run 21 weeks to its low. This would place the final washout somewhere near mid month in June.

The stock market looks as though it is about ready to roll over into mid-June also. I have a possible 1807 target for the S&P 500 by or around June 14-15 and GDX 17.68 by or around June 13-14.

Tuesday, May 24, 2016

Australian Tax Office Declares War On Bullion / Commodities / Gold and Silver 2016

By: Paul_Behan

The Australian Tax Office has started aggressively auditing Australian bullion dealers.  One smaller dealer who had their own range of bullion rounds manufactured has taken the drastic decision to close their business. In Australia, there has always been a goods and services tax (GST) on collectors coins eg: proof coins, but generic bullion coins and bars have not attracted the 10% GST.

Tuesday, May 24, 2016

How to Take Advantage of Multi-Week Correction in Gold and Silver / Commodities / Gold and Silver 2016

By: The_Gold_Report

Technical analyst Jack Chan finds gold stocks are on a short-term sell signal and reveals an excellent entry point.

Monday, May 23, 2016

Time to Hedge Gold and Silver Positions / Commodities / Gold and Silver 2016

By: Gary_Savage

Time to hedge metals positions. Here’s why:

Monday, May 23, 2016

Gold - The Next Top Performing Asset to 2020 & Beyond / Commodities / Gold and Silver 2016

By: Chris_Vermeulen

2016 has been a great year for gold. Its currently up 17%.

This is the best time to invest in gold for the long-term investor.

The Elliott Wave Principle is a form of ‘technical analysis’ that believes investors move between periods of bullish and bearish thinking in a reasonably consistent pattern.

Monday, May 23, 2016

ZAR Gold Price Signals A September 2001-Type Event In The Financial Markets / Commodities / Gold and Silver 2016

By: Hubert_Moolman

The gold price in South African Rand (ZAR) is often a leading indicator for a USD gold price rally, as well as major trouble in the financial markets. A good example of this was around August/September 2001, just before the September 2001 crash (which turned out to be a major turning point in the markets - not just for the events of September 11).

Sunday, May 22, 2016

Gold Bull-Phase I Continues to Confound (The Trek to “Known Values”) / Commodities / Gold and Silver 2016

By: Plunger

Since January 20th the precious metal stocks have been in an upward impulse. I have classified this impulse as phase I of a new bull market. My essay “The three phases of a bull market” located on this site explains this in further detail.

http://www.talkmarkets.com/content/goldprecious-metals/the-three-phases-of-a-bull-market?post=92292

In short, phase I is the move off bear market lows to “known Values”. Just prior to this move stocks were left on the bargain table and farsighted, wise investors picked them up from discouraged and distressed sellers. I have described this impulse move toward known values as analogous to a beach ball held under water then released.

Saturday, May 21, 2016

Gold And Silver 11th Hour: Globalists 10 v People 0 / Commodities / Gold and Silver 2016

By: Michael_Noonan

At the proverbial 11th hour, the globalists have a shut out going for themselves with people unable to mount any meaningful opposition. While the word “hour” is referenced, the time could be measured in months, even a few more years. Whatever the duration is, the time frame continues to shorten.

Rather than provide supply/demand facts for gold and silver, amply illustrated with lots of graphs and charts, provide information on Commitment of Traders data, and so much more, we prefer to engage in other situations that may be having more of an effect as to why gold and silver prices are not rallying to price levels that would reflect the true supply/ demand circumstances. These are the more pragmatic reasons for owning and holding either or both physical metals.