Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, September 11, 2015
Gold And Silver - Markets, People Never Change / Commodities / Gold and Silver 2015
The events unfolding around the world, or perhaps better expressed, events unraveling at such a rapid and confusing pace can only be a prelude for the disastrous consequences that inevitably will follow. While it may be hard to reconcile, all of this has been orchestrated by the global elites who fully intend to create as much havoc and destruction as possible, the Problem. They then monitor the Reaction, now around the world and not just confined to specific countries and regions, and what everyone is seeing is chaos, but it is an intended chaos that will lead to a Globalist's Solution.
Read full article... Read full article...
Friday, September 11, 2015
Gold Price Slides Again as Expected / Commodities / Gold and Silver 2015
Briefly: In our opinion, short (full) speculative positions in gold, silver and mining stocks are justified from the risk/reward point of view.
Gold, silver and mining stocks declined once again yesterday, but this was not surprising to those who followed our analysis. We moved to the short side many days ago and the profits have just increased. Will they increase even more?
Read full article... Read full article...
Thursday, September 10, 2015
China Allows Gold Bullion as Collateral / Commodities / Gold and Silver 2015
China’s Shanghai Gold Exchange said it will allow physical gold to be used as collateral on futures contracts from September 29, according to a statement posted on its website this morning as reported by Reuters.
Physical gold will be permitted to be used for up to 80 percent of margin value, according to the statement.
Read full article... Read full article...
Thursday, September 10, 2015
Why Central Banks Are Pressing Investors To Hold Gold / Commodities / Gold and Silver 2015
Claudio Grass writes: It has been nearly three years since we published our first Outlook Report in December 2012. Since the beginning of our publication, we have focused on different aspects of the gold market and have analyzed what moves the gold market. In this article, we would like to re-examine some of the topics that we had previously discussed and analyze whether any of our assumptions have changed.
Read full article... Read full article...
Thursday, September 10, 2015
Gold’s Fate in the Hands of The Janet Yellen / Commodities / Gold and Silver 2015
US Monetary policy has played its part and had an impact on many aspects of the financial markets including the precious metals sector. We have been through a period of Quantitative Easing whereby trillions of dollars were printed in an attempt to boost the economy after the great financial crash of 2008. The markets were then weaned off the money supply through a strategy known as tapering which gently brought about the end of money printing. Over this period gold prices have had a roller coaster ride reaching a new all-time high of around $1900/oz before falling back to the current level of around $1106/oz.Read full article... Read full article...
Thursday, September 10, 2015
Retail Silver Market Has Seized Up - Video / Commodities / Gold and Silver 2015
Silver expert David Morgan says prices of the white metal may be low, but demand is huge. Morgan explains, “I did a survey of many of the top wholesalers and retailers in the country and came to the conclusion that the retail side of the market has basically seized up. One of the biggest mints in the U.S. is backlogged about 4 million ounces. You have two other main government mints that are basically on halt and not producing, or trying to catch up. You have huge premiums in the silver bar market and extremely high premiums in the silver bag market, or what is referred to in the industry as junk silver. Dealers are paying $5 above spot to source silver bags. What that equates to for the cost of silver is about $19.25 an ounce, and we are in the mid-$14 range for an ounce of silver. So, obviously, there is a huge demand that cannot be met with the current supply in the retail market.”
Read full article... Read full article...
Thursday, September 10, 2015
How Politics Make for Strange “Oil Fellows” / Commodities / Crude Oil
MoneyMorning.com Dr. Kent Moors writes: I have decided to write a long prelude today to a discussion that will conclude in the next edition of Oil & Energy Investor. There is something quite significant afoot. But in the process of describing what is happening now, I need to travel back, first personally some several decades, and then over a century earlier in literature.
When you read this I happen to be in Europe on one of those new high-speed trains. The conveyance may be a recent change, but the terrain whisking by my window is only too well remembered from an earlier life. This had at one time been a quite personal stage for some very high-risk objectives.
Read full article... Read full article...
Tuesday, September 08, 2015
Crude Oil, Silver, Gold and Real Money / Commodities / Gold and Silver 2015
I’m not convinced!
- Supposedly crude oil prices will stay low for a long time and perhaps drop into the $20’s. The Internet is filled with reasons explaining why crude oil prices will drop. A few are:
- Saudi Arabia is a swing producer and will provide what the world needs, regardless of price, because Saudi Arabia needs the revenue and employment for its people.
- Iranian oil will soon hit the market and provide even more supply.
Tuesday, September 08, 2015
China Buys 16 Tons Gold In August – Dumps $94 Billion / Commodities / Gold and Silver 2015
Given the strong demand fundamentals, particularly out of China, gold should go higher but as ever there is a risk of selling in the futures market leading to weakness in the short term as traders follow momentum and ignore fundamentals.
Read full article... Read full article...
Tuesday, September 08, 2015
Silver and Deflation / Commodities / Gold and Silver 2015
How does silver perform during deflation? Which is better during a deflation – silver or gold? The answers will depend on quite a few things as well as what definition of deflation one uses.
If you look at monetary history, then you will find that we have moved from periods where mostly real or tangible assets like gold and silver acted as monetary claims on goods and services in the economy, to today where mostly credit or debt claims (fiat currencies like the US dollar) act as monetary claims on goods and services. Therefore, we have moved from a real asset-based monetary system to a debt-based monetary system.
Read full article... Read full article...
Tuesday, September 08, 2015
The Default Next Move For Crude Oil Price Is Downwards, And Here's Why / Commodities / Crude Oil
As traders, investors and pundits, we all like to think that what we do is akin to a science. We believe that by working harder and being smarter we can give ourselves an edge, that enough research will reveal to us the next move, either a long term trend or an intraday blip on a chart, and that we can profit from that knowledge. Usually, especially over longer time spans, we are correct in that assumption. Sometimes, however, no amount of fundamental or technical analysis will help.Read full article... Read full article...
Tuesday, September 08, 2015
Can Big Cap Gold and Silver Stocks Go Any Lower ? / Commodities / Gold and Silver Stocks 2015
In this I’m going to take an indepth look at some the individual precious metals stocks so we can see where they’re at from a short to long term perspective. We’ll start by looking at some of the more important big cap PM stocks as the precious metals stock indexes can’t have a significant rally until this group is ready to run. Anything can happen in the very short term but the further you go out in time the less likely the big trend is going to change on a dime.
Read full article... Read full article...
Monday, September 07, 2015
$GOLD (Gold - Spot Price) and Gold Sentiment / Commodities / Gold and Silver 2015
Just like always traders are ultra bearish when they should be getting bullish, Gold is 30 days into its daily cucle and due to bottom any day. Possible on a final dip after the employment report.
Read full article... Read full article...
Saturday, September 05, 2015
Oil Stocks - Interim or Major Reversal? / Commodities / Crude Oil
In the second half of August, Chinese equities have been under heavy selling pressure as a fear over China's slowing economy and worries that Beijing may allow the Yuan to continue to depreciate have weighed on investors' sentiment. Moreover, disappointing economic data fuelled that fears, which resulted in a sharp decline on China's stock market. In less than two weeks, the Shanghai Composite declined from (almost) 4,000 below the next psychologically important barrier of 3,000, hitting fresh 2015 lows.
Read full article... Read full article...
Friday, September 04, 2015
Gold and Silver Final Flush Beginning / Commodities / Gold and Silver 2015
While turmoil in global capital markets may ultimately benefit the precious metals sector, it certainly is not an immediate catalyst. As global markets have weakened in recent days so too have precious metals and precious metals companies. The gold miners are nearing recent lows ahead of conventional markets while the recoveries in Gold and Silver appear to be reversing. This could be the start of a final flush that marks the end of the bear market.
Read full article... Read full article...
Friday, September 04, 2015
Will The Government Confiscate Your Gold? / Commodities / Gold and Silver 2015
DAILY PRICES
Today’s Gold Prices: USD1125.00, EUR 1009.87 and GBP 737.95 per ounce.
Yesterday’s Gold Prices: USD1130.05, EUR 1005.88 and GBP 739.63 per ounce.
(LBMA AM)
Friday, September 04, 2015
Gold-Silver Ratio in Gear / Commodities / Gold and Silver 2015
Now that the US stock market has gotten in sync with the rest of the world in its ups and downs, it also joins the rest of the world in generally (and loosely; it’s not a minute-by-minute relationship) being inverse to the Gold-Silver ratio (GSR, AKA the “metallic credit spread” –Hoye).
Here is the daily view of the GSR, showing a gap up and spike that came with the stock market’s big disturbance and a consolidation down that has come with its relief bounce. This is a bullish chart and so, it is a short-term bearish chart for US and global stocks. GSR broke out and is bullish while above the MA 50’s, MACD and RSI are positive and AROON is trend up.
Read full article... Read full article...
Friday, September 04, 2015
What IF Gold is Just in a Great Big Bull Consolidation Pattern ? / Commodities / Gold and Silver 2015
The gold charts which are showing gold is at a critical level right here. Below is the daily chart for gold that shows its comb triangle / H&S consolidation pattern. I have shown you on the precious metals indexes the same combo consolidation pattern. The only real difference is the PM stock indexes reached their respective price objectives while gold has yet to reach its. So there is a big divergence between the Pm stocks and the metal. This counter trend rally that started at the August low finally ran into some serious resistance as shown by the red circle.
Read full article... Read full article...
Thursday, September 03, 2015
Marc Faber Warns “No Safe Assets Anymore” So “Focus On Precious Metals” / Commodities / Gold and Silver 2015
DAILY PRICES
Today’s Gold Prices: USD1130.05, EUR 1005.88 and GBP 739.63 per ounce.
Yesterday’s Gold Prices: USD 1140.00, EUR 1010.73 and GBP 746.46 per ounce.
(LBMA AM)
Thursday, September 03, 2015
Crude Oil Price Sinking or Rebounding? / Commodities / Crude Oil
Trading position (short-term; our opinion): No speculative positions are justified from the risk/reward perspective.
On Tuesday, crude oil reversed and declined sharply as weak Chinese data weighed on investors' sentiment. As a result, the commodity approached support levels, but will they encourage oil bulls to act in the coming days?
Read full article... Read full article...