Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, August 11, 2015
The War Between Physical Gold and Silver and Paper Hots Up / Commodities / Gold and Silver 2015
By: Alasdair_Macleod
Gold and silver traded in a tight range this week on low futures volumes. Last Friday the gold price rallied from $1,080 to $1,101, last night it closed at $1,089. Silver also traded in a narrow range though both are slightly firmer in early European trade this morning.
Tuesday, August 11, 2015
Ignore the Commodity Message at Your Own Peril / Commodities / CRB Index
By: Michael_Pento
The Thompson Reuters/Jefferies CRB Index (CRB) is back down to the panic lows of early 2009. For those who think the CRB Index says nothing about global growth...invest accordingly at your own peril.
If you believe this commodity crunch is all about some temporary oil supply glut, think again. There are 19 commodities that make up the CRB Index: Aluminum, Cocoa, Coffee, Copper, Corn, Cotton, Crude Oil, Gold, Heating Oil, Lean Hogs, Live Cattle, Natural Gas, Nickel, Orange Juice, Silver, Soybeans, Sugar, Unleaded Gas and Wheat. The value of the weighted average of these commodities is screaming one thing loudly: the rate of global growth is plummeting just as it was at the height of the Great Recession.
Tuesday, August 11, 2015
Gold and Silver Halfway Home? / Commodities / Gold and Silver 2015
By: Rambus_Chartology
First off I'm on a working one week family vacation down on the panhandle of Florida which is why I didn't get to post any late Friday Night Charts. It just so happened that this week was the best week to get the family together before school starts in a couple of weeks. I will still be watching the markets and posting each day but if nothing important is happening I may knock off a little early.
I also want to thank everyone who is posting at the forum. It really is a great place to share your idea's and ask question as we have some really talented folks there. As Sir Fullgoldcrown likes to say, "It's all for one and one for all." Whatever it takes to get an edge makes no difference to me as long as we get the edge.
Monday, August 10, 2015
Gold Technical Buy Signal / Commodities / Gold and Silver 2015
By: Gary_Savage
For those traders who need to wait until the 'technicals' signal a buy. The signal has been given.
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Sunday, August 09, 2015
Agricultural Commodities Prices Prepare To Launch Higher Again / Commodities / Agricultural Commodities
By: Austin_Galt
As outlined in previous analysis, the price of the agricultural commodities of corn, soybeans and wheat look to have already kicked off the bear rallies. From previous longer term analysis, we are expecting these bear rallies to be big ones.
Prices have come back down and now look ready to launch into the next stage of these rallies so let's revise the technicals of each commodity using the daily charts.
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Friday, August 07, 2015
Gold Price’s Artificial Lows / Commodities / Gold and Silver 2015
By: Zeal_LLC
With gold languishing near deep secular lows, its technicals look hopelessly broken. Sentiment is off-the-charts bearish, with traders universally convinced gold is doomed to spiral lower indefinitely. But gold’s weakness this year is very deceiving, as it wasn’t the product of global fundamental supply-and-demand forces. Extreme record shorting by American futures speculators spawned these artificial lows.
Gold’s price is its price, so how the metal got way down here may seem irrelevant. But nothing could be farther from the truth! Fundamentally-driven lows are righteous. If the world gold supply expands faster than demand, or demand contracts faster than supply, then the resulting lows are real. They will persist for as long as fundamentals remain unfavorable, as gold’s sellers have no obligations whatsoever to return.
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Friday, August 07, 2015
The Next Silver Bull Market May Have Already Started / Commodities / Gold and Silver 2015
By: Casey_Research
By Laurynas Vegys
Silver is down 7.1% this year. Will this weakness persist? To find out, let’s look at the key factors in the silver market this year.
- Like gold, silver fell as the US dollar rose on the back of expectations that the Fed will hike rates.
- World demand for physical silver fell 4% in 2014, largely due to a record 19.5% drop in investment demand.
- Silver exchange-traded funds (ETFs) did not see big liquidations in 2014. ETF holdings grew by 1.4 million ounces and recorded their highest year-end level at 636 million ounces.
Friday, August 07, 2015
History Repeats. Gold Protect From Devaluations and Risks / Commodities / Gold and Silver 2015
By: GoldCore
- Simplistic gold analysis speculates solely on price
- Forgets vital importance of diversification
- Lorcan Roche Kelly’s analysis lacks all context
- Ignores huge physical demand for gold coins and bars
- Today’s world is very different to the world of the 1980s and 1990s
- Alas, financial crisis has been postponed not averted
- Physical gold will have value when paper and digital wealth is devalued, confiscated or inaccessible …
Friday, August 07, 2015
Gold Price Rebound or Another Breakdown? / Commodities / Gold and Silver 2015
By: Jordan_Roy_Byrne
The precious metals complex has attempted to stabilize over the past few weeks. Some markets have had more success than others. Gold has been able to hold $1080/oz while GDXJ has also held its recent low. The large cap indices (GDX, XAU, HUI) have grinded lower to new bear market lows this week. This leads us to the near term predicament. Is the sector basing before a rebound or merely consolidating before another steep leg down?
Friday, August 07, 2015
The Myth of Gold Price Manipulation / Commodities / Gold and Silver 2015
By: Clif_Droke
How eager are gold bugs to believe their ill fortune over the last four years is the result of sinister forces rather than a lack of prudence on their own part? The answer is easily seen in the writings of gold commentators over the last few months. References to organized manipulation and an official conspiracy to suppress the gold price abound among many analysts and their followers.
The collective passion behind this belief has reached a fever pitch and has created something akin to mass hysteria within the gold investing community. To even question this ingrained belief is to elicit the scorn of the conspiracy crowd. So ingrained is their belief that gold’s losses in the last four years are the result of manipulation that they refuse to pay heed to the underlying fundamental and technical reasons for the metal’s 4-year bear market.
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Friday, August 07, 2015
Global Crude Oil Supply More Fragile Than You Think / Commodities / Crude Oil
By: OilPrice_Com
Many oil companies had trimmed their budgets heading into 2015 to deal with lower oil prices. But the rebound in April and May to $60 per barrel from the mid-$40s suggested that the severe drop was merely temporary.But the collapse of prices in July – owing to the Iran nuclear deal, an ongoing production surplus, and economic and financial concerns in Greece and China – have darkened the mood. Now a prevailing sense that oil prices may stay lower for longer has hit the markets.
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Friday, August 07, 2015
Is Gold Price Manipulated? / Commodities / Gold and Silver 2015
By: Mike_Shedlock
Reader Matt writes ...
Read full article... Read full article...Hello Mish,
I love your blog. I read it every day. You are my non-conspiratorial viewpoint on the economy. Your work keeping an eye on and analysis of Greece lately has been very helpful to me in understanding the way of the world.
Friday, August 07, 2015
Joe Mazumdar Tells Gold Investors to Go Underground to Survive / Commodities / Gold and Silver Stocks 2015
By: The_Gold_Report
Unlike many analysts, Joe Mazumdar of Canaccord Genuity does not expect a substantially higher gold price any time soon. So what are hard-pressed gold investors to do? In this interview with The Gold Report, Mazumdar argues that they should seek high-grade resources—usually underground—in stable jurisdictions that benefit from the strong American dollar. And he highlights seven near-term developers that offer exactly that.
The Gold Report: The price of gold flirted with $1,300 per ounce ($1,300/oz) in January. In July, it fell below $1,100/oz. What happened?
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Thursday, August 06, 2015
Gold and Silver - Living With Rigged Markets / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
It’s enough that the mainstream financial media seems hell-bent of bashing gold. (Of course, silver gets hardly a mention). But GATA’s Chris Powell has been on a tirade of late, picking apart the lower hanging fruit of these theories and misplaced assumptions, if not outright desperate attempts to rationalize technically driven market prices.
The following is answer to a gold insider is a must read.
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Thursday, August 06, 2015
China’s Secret Gold Hoarding Strategy / Commodities / Gold and Silver 2015
By: MoneyMetals
Stefan Gleason writes: China’s recent stock market gyrations have some analysts now calling China the biggest bubble in history. But those who write off China because of market volatility are missing a more important long-term trend of Chinese geopolitical and monetary ascendancy. That trend shows no signs of abating.
China’s leaders have a clever strategy, and Western financial powers may someday wake up in shock when they realize what has occurred.
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Thursday, August 06, 2015
I'll Be Buying Gold and Gold Miners Soon / Commodities / Gold and Silver 2015
By: DailyWealth
Dr. Steve Sjuggerud writes: Nobody is expecting a crisis (similar to the one Greece just had) in the U.S., so the prices of classic "hard assets" – like gold and gold miners – are attractively priced today.
The price of gold – astonishingly – is at a five-year low. Compare that with stocks, which have run up for six consecutive years.
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Thursday, August 06, 2015
Gold Leasing Rates Suggest Tightness in the New York Physical Markets / Commodities / Gold and Silver 2015
By: Jesse
Gold rarely sees a pronounced backwardation in the futures markets, as we see in some other commodities. Even a slight backwardation over a period of time is unusual.
This might be related to the lack of heavy physical delivery coming out (being withdrawn) from the Comex complex, especially in recent times where the number of potential claims are much greater than the ounces of physical bullion actually available for delivery.
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Thursday, August 06, 2015
The Best Way to Buy Gold Today / Commodities / Gold and Silver 2015
By: ...
MoneyMorning.com Peter Krauth writes: At $1,084 per ounce, gold is scraping multiyear lows, down 42% in four years.
And it seems the gold bears dominate the headlines – everywhere you look, each news item seems more negative than the last.
There have been calls for gold to hit $800… and even lower.
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Thursday, August 06, 2015
Could WTI Crude Oil Price Trade At A Premium To Brent By Next Year? / Commodities / Crude Oil
By: OilPrice_Com
A flood of bearish news has pushed down oil prices to their lowest levels in months, with WTI nearing $45 per barrel and Brent flirting with sub-$50 territory. With a bear market back, there is pessimism throughout the oil markets. Goldman Sachs is even predicting oil stays at $50 through 2020, a profoundly grim view of the state of oil supplies.
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Thursday, August 06, 2015
Crude Oil Price Time for Reversal? / Commodities / Crude Oil
By: Nadia_Simmons
Trading position (short-term; our opinion): Short positions with a stop-loss order at $65.23 are justified from the risk/reward perspective.
On Tuesday, crude oil moved higher after the market's open supported by hopes for another decline in U.S. stockpiles. Thanks to these circumstances, light crude bounced off the multi-month low and gained 1.48%. Did this increase change anything in the short-term picture of the commodity?
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