Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, April 10, 2015

Gold Price “Going Higher” and “A Big Buy Here” / Commodities / Gold and Silver 2015

By: GoldCore

- Negative Interest Rates and Rising Interest Rates Positive For Gold
- HSBC suggests negative rates may drive customers out of digital and into holding paper cash
- ZIRP and NIRP very positive for gold
- Rising U.S. rates not negative for gold due to emergence of China, India, Middle East and EMs
- When rates do rise will be positive for gold
- Costly in terms of wealth preservation and returns not to have an allocation to gold
- Gold “going higher” and “a big buy here”
- Gold up 3.1% in euros and 2.2% in pounds this week

Friday, April 10, 2015

Strong U.S. Dollar Nips Gold and Silver Rally in The Bud / Commodities / Gold and Silver 2015

By: Alasdair_Macleod

This week started well for gold and silver, but it turned out that the peak for both was on Easter Monday, since when prices have drifted lower. The news event that initially drove prices higher was the US unemployment statistics for March announced last Friday, which came in 120,000 less than expected with downward revisions for the two previous months totalling a further 69,000.

Friday, April 10, 2015

Oil Price - How Much Longer Can OPEC Hold Out? / Commodities / Crude Oil

By: OilPrice_Com

OPEC has been the most talked about international organization among investors, analysts and international political lobbies in the last few months.

When OPEC speaks, the world listens in rapt attention as it accounts for nearly 40 % of the world's total crude output. With its headquarters in Vienna, Austria, one of the mandates of 12- member OPEC is to "ensure the stabilization of oil markets in order to secure an efficient, economic and regular supply of petroleum to consumers, a steady income to producers, and a fair return on capital for those investing in the petroleum industry." (Source: opec.org).

Friday, April 10, 2015

Saudi Arabia Just Delivered Another Strike in the “Oil War” / Commodities / Crude Oil

By: Money_Morning

Dr. Kent Moors writes: Saudi Arabia just sent the most powerful signal yet it means business in the “Oil War.”

On Tuesday, oil minister Ali al-Naimi revealed Saudi oil production jumped in March to 10.3 million barrels a day.

That marked an increase of 700,000 barrels per day from February, or the biggest ramp in production since November 2011. That figure is now expected to remain around 10 million barrels for some time.

Friday, April 10, 2015

Greece, Gold, The Death Of Paper Money And The Modern State / Commodities / Gold and Silver 2015

By: Darryl_R_Schoon

The size and existence of the modern state is limited only by the ability to borrow money; an ability dependent on the continuing value of fiat paper money.  That limit has now been reached. Greece is not just a country that overindulged on the bankers’ poisoned candy of cheap credit. Greece is the canary in the coal mine of the modern state.

When gold was removed from the international monetary system in 1971, US interest rates were 6%.  By 1980, however, US rates rapidly rose to 21.5% in order to contain virulent inflationary forces unleashed when ties between paper money and gold were cut. The separation of gold and money was unprecedented. So, too, would be the consequences.

Friday, April 10, 2015

Gold and Silver Expect Lower Prices Once Again / Commodities / Gold and Silver 2015

By: P_Radomski_CFA

Briefly: In our opinion, a speculative short position (half) in gold, silver and mining stocks is justified from the risk/reward point of view.

Precious metals declined once again yesterday. The move was particularly visible in silver. Is the white metal telling us something? We think that it is, but the message is not that straightforward.

Thursday, April 09, 2015

Iran Nuclear "Deal" Won't Drive Crude Oil Prices Lower / Commodities / Crude Oil

By: OilPrice_Com

Dr. Kent Moors writes: Here at Money Morning we recently had the opportunity to sit down with Dr. Kent Moors, Money Map Press' Global Energy Strategist, for a quick chat about oil.

Kent had taken time out of his frequent world travels – scoping out the latest global energy profit developments – to stop by our HQ in Baltimore.

Here's what he told us about his "ground level" view of the real impact recent geopolitical events in Iran will have on the price of oil.

Thursday, April 09, 2015

Top 12 Media Myths On Crude Oil Prices / Commodities / Crude Oil

By: OilPrice_Com

The upstream oil and gas industry is not a black hole. There's no mystery wrapped in an enigma here.

There are a lot of meetings with engineers, chemists and geologists. There's a constantly evolving learning curve. And then there's all the regulations and compliance. But all-in-all it's pretty straight forward, that is, until the media gets a hold of it. That's when it becomes complicated. It's as though we are getting reports from the mysteries of the deep ocean or life in the great galaxies beyond. There is so much hyperbole and unsupported guesswork that investors don't have a chance. So, in a small effort to set the record straight, let's see if we can't dispel some of the misinformation.

Thursday, April 09, 2015

Gold Stocks: This Bear Sleeps at least for now / Commodities / Gold and Silver Stocks 2015

By: Bob_Kirtley

Background
2015 has started brightly with gold, silver and the miners all rallying to higher ground as evidenced by the Gold Bugs Index, the HUI, gaining 50 points or approximately 30%. This sort of behavior in any sector brings out the bulls in full cry that the bottom is in and we should all hit the acquisitions trail. Alas this rally didn’t last and the miners soon started to give back the gains almost as quickly as they were made. This pattern of falling stock prices punctuated by sudden price hikes has characterized the precious metals sector for the last three years or so. Unfortunately the bounce is rarely of the same magnitude of the preceding falls in prices and so we have witnessed the HUI fall from a high of 630 to a close today of 167, recording a drop of some 73% in the value of these stocks.

Thursday, April 09, 2015

Buy Gold and Silver Stocks Before the Bear Goes into Hibernation / Commodities / Gold and Silver 2015

By: The_Gold_Report

Eric Muschinski, editor of the Chicago-based Gold Investment Letter, says that investing in a bear market is not about picking the absolute bottom—it's about accumulating your favorite companies regularly and averaging in at massive discounts. In this interview with The Gold Report, Muschinski lists some highly undervalued equities and tells investors to get more aggressive, especially this summer, when he believes the bear could go into hibernation.

Thursday, April 09, 2015

Crude Oil Price Breaks Above One Support, but the More Important One Still Holds / Commodities / Crude Oil

By: Nadia_Simmons

Trading position (short-term; our opinion): No positions are justified from the risk/reward perspective.

The last 2 days were quite encouraging for crude oil bulls as the black gold rallied above 2 declining resistance lines and the volume during yesterday's upswing was high. Is this enough to make the outlook bullish?

Wednesday, April 08, 2015

The Energy Trouble Center Nobody’s Talking About (Yet) / Commodities / Energy Resources

By: Money_Morning

Dr. Kent Moors writes: I’d been looking forward to delivering the keynote address at a conference in its capital city, Manama. But now the government has cancelled my appearance, and the U.S. Department of State has even seconded the conclusion.

What’s keeping me out of Bahrain, a wealthy, tiny island country in the Persian Gulf? The threat of Sunni-Shiite violence, which is spreading throughout the Middle East and North Africa. There’s no sign that it’s slowing down.

Wednesday, April 08, 2015

Cautioning Resources Investors About the Real Potential of Deflation / Commodities / Metals & Mining

By: Metals_Report

Where can investors turn when global quantitative easing and the Energizer Bunny of dollars is crushing commodity prices to within an inch of the junior miners' lives? In this interview with The Mining Report, Disruptive Discoveries Journal writer Chris Berry suggests dedicating yourself to understanding the technologies and paradigm shifts that can lower costs, and participating in the growing electric car and energy storage battery markets. He names some of the innovative companies that are finding new ways to separate the most valuable resources and enter the supply chain before it is too late.

Wednesday, April 08, 2015

Should We Really Put Gold in an IRA? / Commodities / Gold and Silver 2015

By: Jeff_Clark

“Gold is one of the dumbest things to put in your IRA,” said the slick TV commentator, with his $200 haircut, perfect white teeth, and superior attitude. “Everyone knows income-producing vehicles are best for an IRA.”

It was a prepackaged message from someone that sounded like he hadn’t given any more thought to the topic than what he’d read somewhere. His advice was misleading and incomplete, and I wondered how many viewers might weaken their portfolios by acting on his sound bite.

Wednesday, April 08, 2015

The Technical Outlook for Crude Oil Price / Commodities / Crude Oil

By: Donald_W_Dony

Commodities normally go through a multi-year phase of strength and performance against the benchmark S&P 500 and then an approximate equal period of time of underperformance to the U.S. index.

Each stage of this Commodity/Stock cycle, lasts on average about 18 years. This has been the pattern for over 100 years.

Tuesday, April 07, 2015

Silver Price Projection From Crude Oil and T-Bonds / Commodities / Gold and Silver 2015

By: DeviantInvestor

Crude Oil is the world’s most important commodity as measured by dollar volume and wars fought to control it.

T-bonds are debt in the world’s reserve currency – the US dollar.  The market is huge and important.

What do crude oil and T-bonds say about the silver market?

Tuesday, April 07, 2015

Brent Crude Oil Price Looks to be Heading Higher From Here / Commodities / Crude Oil

By: MarketsToday

Brent Crude looks to have started a second leg up off the January bottom of 45.22, indicating Brent has a good chance of heading higher from here. A decisive drop below the most recent swing low at 52.61 changes the bullish scenario shown in the below daily chart.

Tuesday, April 07, 2015

Gold Trading Week Ahead - 7 April 2015 / Commodities / Gold and Silver 2015

By: Harley_Salt

Gold has started the new week on a positive note after disappointing U.S. March Non-Farm Payroll data showed a rise of only 126,000 versus an expected gain of 245,000. We have now seen two months of disappointing jobs data out of the U.S, the latest setback adds further weight to the view that the Fed will be hesitant to raise rates any time soon. The uncertainty and low interest rate environment is good for safe-haven assets such as gold.

Monday, April 06, 2015

Gold and Silver Will Likely Rally While the Stock Market Whipsaws! / Commodities / Gold and Silver 2015

By: Brad_Gudgeon

Some interesting things have come to my attention: 1) it looks like precious metals are going to rally strongly over the next week and a half; 2) at the same time the stock market is going to go through some wild swings both up and down.

Below are daily charts of silver and GDX (the Gold Miners ETF):

Saturday, April 04, 2015

Gold And Silver – Most Widely Used Currency In Western World? Stupidity / Commodities / Gold and Silver Stocks 2015

By: Michael_Noonan

The only thing that has experienced a worsening depreciation since the privately owned Federal Reserve unconstitutionally took over the Constitutionally mandated control of US money, willingly ceded by a vapidly inept Congress, has been common sense. There is none in his country, apparently none in all of Europe, and even less than those who deem themselves non-Europeans, the UKers.