Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, October 07, 2015

Don't Be Fooled: A Stealth Bull Market in Gold and Silver Is Underway / Commodities / Gold and Silver 2015

By: MoneyMetals

What gold and silver investors want to know above all is when the bull market will resume. In a very real sense, it already has resumed. Futures market prices aside, evidence abounds that a raging bull market in physical precious metals is now underway.

In the third quarter (ending September 30th), coin demand went through the roof. Mints literally couldn't keep up with demand. The dysfunctional U.S. Mint rationed deliveries of Silver Eagles, failing to fulfill its mandate under law of keeping the market supplied. Even so, investors bought up a record 18.59 million ounces' worth of silver Eagle coins in the past 4 months.

Wednesday, October 07, 2015

Gold Versus Central Banks Paper Ponzi / Commodities / Gold and Silver 2015

By: GoldCore

by David Bryan

The future direction of the planet is a choice between independent money and the central bankers counter-party paper Ponzi. Gold is independent monetary wealth with incredible wealth value that cannot go broke and over time will progress in value.

Wednesday, October 07, 2015

How to Profit from Government Mandates in Biofuels / Commodities / Bio-Fuels

By: The_Energy_Report

New proposed EPA requirements for the renewable fuel standard program, combined with challenging sugarcane harvests in South America, could increase demand for biodiesel, creating opportunity in a struggling energy sector. In this interview with The Energy Report, Piper Jaffray Analyst Brett Wong names a growing company that could profit from government mandates.

The Energy Report: New proposed Environmental Protection Agency (EPA) requirements for the renewable fuel standards (RFS) program could change the landscape for biofuels. What is the new supply-and-demand picture for corn ethanol, biodiesel and sugarcane ethanol?

Tuesday, October 06, 2015

A Key Oil Price Trend That Everyone Is Missing / Commodities / Crude Oil

By: Investment_U

David Fessler writes: My friend Rick Rule likes to say, “The cure for low prices is low prices.”

Here’s what’s supposed to happen...

Marginal producers can’t make money at today’s prices. Therefore they shut in wells (turn them off). As supplies get tighter, prices move higher.

Tuesday, October 06, 2015

Peter Schiff Predicts Gold Price Breakout - Video / Commodities / Gold and Silver 2015

By: Peter_Schiff

Standard Wall Street analysis says a Federal Reserve rate hike would be bearish for gold. Peter Schiff debunks this assumption by looking at gold's behavior under the tenure of both Paul Volcker and Alan Greenspan. However, after Friday's terrible jobs report, Peter believes the debate over a 2015 rate hike is practically moot. He explains how the latest economic data is more strongly indicative of a looming recession than anything else, and the surge in the price of silver is the first sign that markets may be waking up to this fact.

Tuesday, October 06, 2015

Gold Price October High / Commodities / Gold and Silver 2015

By: Ed_Carlson

Gold lost $8.90/oz. last week to close at $1,137.10 but on Friday printed an engulfing bullish candlestick. Gold gained $22.90 on Friday marking last week's expected cycle low and closed on the 89-dma. The 89-dma is an important marker of regime change but beware past Pinocchio breakouts. Any breakout through the 89-dma will find next resistance close-by from the 8/21/15 high near 1,160.

Tuesday, October 06, 2015

Silver and The Bond Market Collapse / Commodities / Gold and Silver 2015

By: Hubert_Moolman

Debt is at the root of money creation in this debt-based monetary system. In fact, as the name suggests, money is debt in this system. Historically, instead of debt as money, there would have been gold or silver.

Gold is still somehow linked to the monetary system, albeit in a very small way, as can be seen by the fact that many central banks own gold as part of their reserves. Silver, on the other hand, has been completely eliminated from the monetary system.

Tuesday, October 06, 2015

Gold price to double in price and surpass its inflation-adjusted high of $2,500 / Commodities / Gold and Silver 2015

By: GoldCore

The bullish outlook for gold prices was covered by Dow Jones Marketwatch yesterday.

“Gold prices may be ready to make a significant move higher as holdings of the precious metal in the SPDR Gold Trust exchange-traded fund climb to their highest level in more than two months.”

Tuesday, October 06, 2015

Silver Prices and HFT / Commodities / Gold and Silver 2015

By: Dr_Jeff_Lewis

This is part of an ongoing series describing silver “Electronic Price Discovery versus the Fundamental Reality”.

In this discussion, we will go a little deeper and narrow with HFT and algorithm trading,  and more specifically its impact on the market.

First off, I don't think that speed, electronics or computers are necessarily a bad thing in and of themselves. Nor are the tactics employed, including “sub-millisecond trading” or “co-location of servers”, the latter meaning one can physically place servers closer to the exchanges and therefore gain a speed advantage. I don't think they're necessarily bad things in and of themselves.

Tuesday, October 06, 2015

Key Chart Shows Silver Price at Critical Crossroads / Commodities / Gold and Silver 2015

By: MoneyMetals

Stefan Gleason writes: Gold and silver markets enter the week with an opportunity to build on last Friday's strong reversal. The metals had drifted lower through Thursday's close, but they got a big boost Friday after the Labor Department released disappointing jobs numbers.

Even though the official unemployment rate held steady at 5.1%, the number of jobs added in September fell short of analyst expectations. Worse, a record 94.6 million Americans of working age now aren't working. Most of these jobless Americans don't get counted as "unemployed" - making the unemployment rate a dubious statistic. It's so obviously unrepresentative of real-world realities that even mainstream financial reporters are catching on.

Monday, October 05, 2015

Gold Rose 2.2%, Silver Surged 5.4% After Poor Jobs Number On Friday / Commodities / Gold and Silver 2015

By: GoldCore

– BIS warns “unrealistic and dangerous to expect that monetary policy can cure all the global economy’s ills”

– Bank of International Settlements warns that recent turmoil is not caused by isolated incidents

– Debt levels are now so extreme they threaten the financial system

Monday, October 05, 2015

Gold, Silver Precious Metals: a Critical Week Ahead / Commodities / Gold and Silver 2015

By: Rambus_Chartology

Lets get right to the charts today as there is so much to cover. Starting with the daily gold chart you can see the blue triangle pattern we've been watching now for several weeks or so. Last Thursday gold closed right on the bottom rail which I knew was an inflection point where it could go either way. When I went to bed Thursday night I knew Friday was going to be either a very good day or a very bad day depending on what gold did in the morning. As you can see on the chart below gold dipped slightly below the bottom blue rail and then reversed direction to the upside. That last touch of the bottom blue rail confirmed the 4th reversal point was complete. The rally on Friday is now the beginning of the 5th reversal point which will make the blue triangle a reversal pattern instead of a consolidation pattern if it breaks out above the top blue rail.

Monday, October 05, 2015

Gold Price Change in Character / Commodities / Gold and Silver 2015

By: Gary_Savage

As most of you probably know the largest rallies occur during bear markets. They tend to be very aggressive and powerful. This is how one can tell the difference between a countertrend rally in a bear market and a rally in a new bull market. I’m going to suggest that the gold market is no longer acting like the typical bear market. Let me explain.

Notice how during every bear market rally over the last 3 years, the 2nd daily cycle, and sometimes the 1st daily cycle, launch higher very aggressively turning traders bullish very quickly. Once sentiment reaches 40 to 50% bulls, the rally runs out of steam and the next leg down begins. Typical bear market rally type behavior.

Saturday, October 03, 2015

Gold And Silver – A Reality Check / Commodities / Gold and Silver 2015

By: Michael_Noonan

There are two things about which everyone need be clear: 1. The lack of clarity of the identity of the global elites, AKA Rothschilds and their ilk, who control the world’s money supply along with every government, and 2. The demise of the fiat “dollar” and failed fiat Euro are not accidental. Everything, everything is planned decades, or more, in advance by the global elitSes. They control and use upper echelon characters, like Soros, Kissinger, et al, and their primary membership organizations like Council On Foreign Relations and United Nations, among others.

Saturday, October 03, 2015

The Oil Industry’s Day of Reckoning / Commodities / Oil Companies

By: Investment_U

Ryan Fitzwater writes: Squeezed for cash and sweating...

That is the state of oil and gas exploration and production (E&P) companies as they enter October.

Our chart above shows just how overleveraged the industry has become in relation to other sectors. On average, E&Ps have 20 times as much debt compared to earnings before interest, taxes, depreciation and amortization (EBITDA) brought in over the last 12 months.

Friday, October 02, 2015

Gold and Silver End-Quarter Influences / Commodities / Gold and Silver 2015

By: Alasdair_Macleod

In a generally quiet week, gold and silver prices were marked down in thin trade towards the quarter-end, when traders make up their books, with gold falling $32 to $1114.5, and silver by 58 cents by the close on Thursday night. Prices opened lower in early European trade, with gold less than $10 from the $1100 level.

Friday, October 02, 2015

Knockout Punch for Gold Bugs / Commodities / Gold and Silver Stocks 2015

By: Jordan_Roy_Byrne

Two months ago the precious metals complex became extremely oversold and ripe for a rebound. Two months later and the overbought condition and bearish sentiment has been alleviated to some degree. Sadly for bulls, Gold barely rebounded while both Silver and gold miners performed worse. The broad precious metals sector appears to be in position for a breakdown that could be a knockout blow to gold bulls and gold bugs.

Friday, October 02, 2015

Survival Secrets from Colorado Resource Investing Front Lines / Commodities / Metals & Mining

By: The_Gold_Report

Top experts and select companies traveled to Colorado last week for a pair of conferences focused on the survivors in the natural resource mining sector. The Gold Report reached out to some of the discerning voices there and asked whether the barrage of headlines from the Federal Reserve and China impacted the mood, and what companies they would be following up on when they returned to their offices. While the Precious Metals Summit was geared toward development-stage companies and the Denver Gold Forum was mostly populated by large, producing mining companies, everyone seemed fixated on survival. For those of us watching from home, experts we talked to were kind enough to name some of the standout companies they saw in boothland.

Thursday, October 01, 2015

Gold Cycle Running Out of Steam / Commodities / Gold and Silver 2015

By: Bob_Loukas

I predicted that gold would rally last week up to the $1,155 area, and was also equally unsurprised when it was rejected the first time by that declining (see green trend-line on chart) resistance line. Those are standard or obvious Cycle pivot points, but how it continued lower yesterday to fall well below the 10 day moving average was not a “typical” development if you’re a supporter of the bull case in gold.

Thursday, October 01, 2015

NIRP, its Likelihood and Effect on Commodities / Commodities / Commodities Trading

By: Alasdair_Macleod

In last week's article I pointed out that negative interest rates should lead to a general shift in consumer preferences from money towards essential goods. Central bankers may wish for this outcome on a controlled basis to allow them to hit their price inflation targets, and this could happen quite quickly. If people face a tax on their cash and bank deposits, which is what a negative interest rate amounts to, they will simply reduce these balances, artificially boosting demand.