Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, May 14, 2016
Gold & Silver Demand Skyrockets as “Chinese Floor” Ensures Upward Price Moves / Commodities / Gold and Silver 2016
By: MoneyMetals
Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason.
There’s been some big news out of China lately, and today we’ll dive deeper into the discussion when I welcome in Gordon Chang. Mr. Chang is one of the foremost experts on the Chinese economy and has written a book titled The Coming Collapse of China. He’ll tell us why he believes an epic collapse is imminent and what it all means for the Western financial world and why he believes there is what he calls a Chinese floor on the gold price. Don’t miss an incredibly enlightening interview with Gordon Chang, coming up after this week’s market update.
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Friday, May 13, 2016
Gold Miners’ Q1’16 Fundamentals / Commodities / Gold and Silver Stocks 2016
By: Zeal_LLC
The gold miners’ stocks have skyrocketed this year as investors started returning to this long-abandoned sector. Many have doubled since January, with plenty tripling or even quadrupling. Naturally such fast gains raise concerns about whether they are actually fundamentally justified or merely the product of fleeting sentiment that could reverse. Gold miners’ latest quarterly results offer great fundamental insights.
Companies trading on the US stock markets are required by the Securities and Exchange Commission to file quarterly earnings reports four times a year. For normal quarters that don’t end fiscal years, these 10-Q reports are due 45 calendar days after quarter-ends. They are a great boon to financial-market transparency and investors seeking to understand companies, yielding a treasure trove of information.
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Friday, May 13, 2016
Gold, Silver and the Stock Market / Commodities / Gold and Silver 2016
By: Gary_Tanashian
I could write a long, detailed post trying to encompass global stock markets (generally bearish), commodities (bounce very mature) and bonds (mixed views, depending upon the flavor) but that is what I get paid to do each weekend in NFTRH reports and in private posts at the site. The beauty of public posts is that I can write as much or as little as I feel like writing. Today I feel like writing a little about gold (and silver) and the stock market. I also feel like using daily charts because I think time frames are pinching in for upcoming pivotal moves.
Friday, May 13, 2016
Gold Lease Rates and Gold Prices / Commodities / Gold and Silver 2016
By: Arkadiusz_Sieron
Are gold lease rates (GLR) really one of the major drivers of the price of gold, as is often cited? A lease rate is the market price for borrowing or lending the particular asset. Obviously, the gold lease rate is the cost of borrowing gold. In much the same way that individuals borrow dollars, pay interest, and then return dollars to the lender, gold bullion participants borrow gold, pay a borrowing cost, and return the gold to the lender. So much for the Buffet's claim that gold has no yield. Surely, gold stored in a vault does not yield, but when it is lent, it accrues interest. No matter how counterintuitive it may sound, some gold owners (the lending and borrowing of gold is generally reserved for the entities operating in the wholesale market, such as bullion bankers, mining companies, jewelry producers, etc.) do earn interest on gold. This proves that gold is more like currency rather than other commodities, because just like any currency, it can be lent and earn interest. Such lending transactions in the gold market are often referred to as lease transactions and interest rate applied to such lending is called gold lease rate (GLR).
Friday, May 13, 2016
Gold Stocks Correction or Final Push Higher? / Commodities / Gold and Silver Stocks 2016
By: Jordan_Roy_Byrne
Despite maintaining an overbought condition and despite the recent bearish posture of many sector pundits, the gold stocks have yet to correct more than 11%. Since the end of January the gold stocks have held above their 50-day moving averages, which is often support during a strong trend. If the gold stocks break their lows of the past two weeks then it should usher in a 20% correction and correct the current overbought condition. However, if gold stocks do not break initial support they could begin a melt-up that would lead to a more serious correction in the summer.
Thursday, May 12, 2016
Three Overlooked, Undervalued Picks for Today's Energy Market / Commodities / Oil Companies
By: The_Energy_Report
The energy sector is a tricky place to invest right now, with a fine line separating the next bankruptcy candidate from a tenbagger. Chen Lin of the popular newsletter What Is Chen Buying?, What Is Chen Selling? helps investors navigate this minefield with three companies he believes will come out on top.
Thursday, May 12, 2016
Gold Daily and Silver Gathering Storm / Commodities / Gold and Silver 2016
By: Jesse
"Some touch of the artist wells up within me, and calls insistently for a well-staged performance. Surely our profession, Mr. Mac, would be a drab and sordid one if we did not sometimes set the scene so as to glorify our results. The blunt accusation, the brutal tap upon the shoulder - what can one make of such a denouement?
But the quick inference, the subtle trap, the clever forecast of coming events, the triumphant vindication of bold theories - are these not the pride and the justification of our life's work? At the present moment you thrill with the glamour of the situation and the anticipation of the hunt. Where would be that thrill if I had been as definite as a timetable?” - Arthur Conan Doyle, Sherlock Holmes: The Valley of Fear
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Thursday, May 12, 2016
Global Gold Investment Demand Surges Record 122% In Q1, 2016 / Commodities / Gold and Silver 2016
By: GoldCore
Global gold demand surged a record 21% and gold investment demand a record 122% in Q1, 2016 according to the World Gold Council who released their ‘Gold Demand Trends Q1 2016’ report today.
Wednesday, May 11, 2016
Stocks Bull Market Is Exhausted; Make the Move to Gold / Commodities / Gold and Silver 2016
By: The_Gold_Report
Legendary investor Stan Druckenmiller, founder of Duquesne Capital Management LLC, told the Sohn Investment Conference in New York last week that he is bullish on gold and bearish on the stock market. Gold, he told the conference, "is our largest currency allocation."
Druckenmiller recommended that investors sell their equity holdings. "The bull market is exhausting itself," he told the conference. A major factor has been the Federal Reserve's easy money policy, which has resulted in "reckless" corporate behavior.
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Wednesday, May 11, 2016
Gold Bullion Is “Long Term Insurance Policy” – HSBC’s Steel / Commodities / Gold and Silver 2016
By: GoldCore
Gold bullion is a “long term insurance policy” according to James Steel, chief commodities analyst at HSBC, who spoke with Tom Keene about what’s driving gold markets on “Bloomberg Surveillance” yesterday.
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Wednesday, May 11, 2016
Saudi Aramco Oil Sale? I Won’t Buy It / Commodities / Oil Companies
By: Rodney_Johnson
Saudi Arabia has a problem. The country’s wealth is completely dependent on oil revenue, which state officials use to bribe the population into submission.But with the price of oil hovering in the mid-$40s, after falling from over $100 in recent years, the Saudis have been dipping into their national piggy bank to make good on their social promises.
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Wednesday, May 11, 2016
Commercial Gold 'Hedgers' Turn Up the Heat / Commodities / Gold and Silver 2016
By: The_Gold_Report
Michael Ballanger discusses the most recent COT report, which shows levels not seen since 2010–2011.
Tuesday, May 10, 2016
Inflationist Gold Bugs Have Driven the Rally / Commodities / Gold and Silver 2016
By: Gary_Tanashian
[edit] The post began as a simple view of the inflationary dynamics in play within the precious metals market but as sometimes happens it, err… expanded. Please excuse the wordiness. But I would rather be wordy and try to make points backed in facts and data than backed only by my biased ego.
Not that I have proof (re: the title), but I do have some charts to help make the point that people who bought gold and gold stocks due to inflation fears have been driving the gold sector higher since March.
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Tuesday, May 10, 2016
China to Suck Up the World's Physical Gold Using Shanghai Gold Exchange and Arbitrage / Commodities / Gold and Silver 2016
By: MoneyMetals
Mike Gleason: This is Mike Gleason with Money Metals Exchange and it is my privilege now to welcome in Craig Hemke of the TF Metals Report. Craig runs one of the most highly respected and well known blogs in the industry and has been covering the precious metals for close to a decade now and puts out some of the very best analysis on banking schemes, the flaws of Keynesian economics, and evidence of manipulation in the gold and silver markets.
Craig, it's great to have you back with us and thanks for joining us again today. Welcome!
Craig Hemke: Mike, it's my pleasure and thank you for the kind words. I appreciate it.
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Tuesday, May 10, 2016
Gold And Silver Bullion ‘Super Bull Market’ Initiated Says David Morgan - Video / Commodities / Gold and Silver 2016
By: GoldCore
‘Silver guru’ David Morgan was recently interviewed by Future Money Trends and said that the gold and silver bullion “super bull market” has been initiated.
“We are finally in the very beginning of the new bull market which will be the most exciting as the third leg up is the one that is the most rewarding. In fact few will believe just how high the precious metals will go. The end date is most likely 2018/2019 at this point.”
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Tuesday, May 10, 2016
When Will Uranium Emerge from the Shadow of Fukushima? / Commodities / Uranium
By: The_Energy_Report
Joe Reagor of ROTH Capital Partners explains the factors that have kept uranium spot prices down, how much longer they will be in effect, and why uranium should be on investors' radar screens today. He also discusses four uranium companies that are in position to benefit from the looming uranium shortage.
The Energy Report: How do you see the big picture for uranium? Spot prices have dropped recently. Are you still bullish?
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Tuesday, May 10, 2016
After COT Data Shocker, No Surprise Gold is Down $30 Today / Commodities / Gold and Silver 2016
By: The_Gold_Report
Technical analyst Jack Chan shows why Friday's COT data was so shocking and what it means for gold.
Monday, May 09, 2016
Oil Stocks - Invalidation of Breakout above Important Lines and Its Consequences / Commodities / Oil Companies
By: Nadia_Simmons
In the previous week, crude oil moved higher once again and re-tested the strength of the key resistance zone. Despite this improvement, oil bulls didn't manage to hold gained levels, which resulted in another invalidation of earlier breakouts. What happened at the same time with oil stocks? Will they follow crude oil's moves in the coming weeks? Let's jump right into charts (chart courtesy of http://stockcharts.com) and find out what can we infer from them.
Monday, May 09, 2016
Commodities Overtake Stocks and Bonds with Best Rally Since 2010! / Commodities / Commodities Trading
By: Chris_Vermeulen
Traders who follow the price of gold and silver, should keep an eye out on the U.S. dollar index. The dollar has been within a trading range for more than a year. During December of 2015, the dollar rose to test the highs at 100, however, since February of 2016, the dollar has been in a downtrend, as shown in the chart below.
The FED has reduced the expectations of a rate hike in 2016 from one full percentage point, in the beginning of the year, to a half percent and perhaps to none at all. However, my expectation is that the FED may have to start rolling back this increase before the end of 2016.
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Monday, May 09, 2016
Price Of Gold Is Breaking Out But “Commercial Traders” On The Wrong Side? / Commodities / Gold and Silver 2016
By: Chris_Vermeulen
Price of Gold: The activities of the ‘commercial traders’ in the COT data is closely watched by the market participants, as they are believed to be the smartest of the lot. They take deliveries on their bets, unlike the speculators, who have no interest in taking a delivery.
If you have followed the ‘commercial traders’, without paying attention to my proprietary predictive trend and cycle analysis for the price of gold and silver, you would be sitting on large losses, due to their ‘short positions’ which mean they expect price to move lower.
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