Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, April 02, 2015
Valuing Gold / Commodities / Gold and Silver 2015
By: GoldMoney
There is only one way to value gold, and that is to quantify the expansion of the fiat currency in which it is priced. That is the sole purpose of the Fiat Money Quantity (FMQ), which since I last wrote about it five months ago has increased by $375bn to $13.7 trillion. This is despite the end of quantitative easing, which had been tapered down before being abandoned altogether. The long-term chart of FMQ is shown below.
Thursday, April 02, 2015
Gold and Silver Hold Their Own $Over Q1 / Commodities / Gold and Silver 2015
By: GoldMoney
Gold priced in dollars hardly changed over the first quarter of 2015, but silver performed strongly, up 7%. In generally choppy markets across all asset classes silver was bettered only by the Nikkei 225 Index. This compares with the NASDAQ up 3%, the US long bond up 2.6%, and the Standard &Poors up 1%.
Thursday, April 02, 2015
Signs of a Resource Sector Bottom / Commodities / Resources Investing
By: Casey_Research
By Doug Casey
Interviewed by Louis James, Editor, International Speculator
L: Well, Doug, we’ve seen another quarter of high volatility and significant world events. What strikes you as most important at present?
Doug: Everything is still held together with chewing gum and baling wire, for which I’m grateful, considering what’s coming. It’s very clear to me that the global economy is in very much the same space as it was in 2007—in other words, on the edge of a precipice.
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Thursday, April 02, 2015
Silver Price in A Corrective Set-back, Support Seen At 16/16.20 / Commodities / Gold and Silver 2015
By: Gregor_Horvat
Silver is clearer than Gold, or we shall see more bearish on the short-term chart. What we see on silver is a three wave retracement from the high that is now in progress towards lower levels as latest minor recovery from 16.45 is in three waves, labeled as wave B-circled that may send price down into wave C, towards16/16.20 area.
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Thursday, April 02, 2015
Buy, Hold Large Caps Until Commodity Cycle Rebounds / Commodities / Metals & Mining
By: Metals_Report
The fundamental difference between mining companies and investors is that they have very different realities in which they make investment decisions, says BMO Capital Markets Commodities Analyst Jessica Fung. She joined BMO Managing Director and Co-Head of Global Mining Research Tony Robson in a candid discussion with The Mining Report about the near- and medium-term prognosis for mining markets, as well as the outlook for copper, nickel and iron. While both Fung and Robson recommend waiting for the inevitable upturn in the commodities cycle, Robson says that in the meantime investors would do well to park their cash with some of the large, dividend-paying diversified miners until commodity prices recover, and he discusses three large caps and a couple of smaller names.
Thursday, April 02, 2015
Love and Fear Trade Buying Will Drive Precious Metals, and These Miners Higher / Commodities / Gold and Silver 2015
By: The_Gold_Report
Despite their recent underperformance, David H. Smith, Senior Analyst with The Morgan Report, remains bullish on precious metals, especially silver and palladium, as the "love trade" heats up and the global economy adds more debt to the system. Smith believes that the secular bull run in precious metals will be reignited later this year and that investors should take advantage of the regular volatility native to silver prices. In this interview with The Gold Report, Smith provides some of the silver and platinum group metals equity names he owns and that could offer significant upside, even from current prices.
Wednesday, April 01, 2015
A Cure for Precious Metals Investor Malaise / Commodities / Gold and Silver 2015
By: Casey_Research
By Louis James
Markets fluctuate. Sectors cycle. Investors love and hate these facts, but we all know that if it were not so, it would be impossible to buy low and sell high.
The problem, of course, is that no one can time the market consistently. That makes it hard to know when low is low enough to make buying a likely one-way street and when it’s high enough to make selling a stroke of genius.
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Wednesday, April 01, 2015
Gold Price Flat In Quarter In Dollars But 5% Higher In Pounds / Commodities / Gold and Silver 2015
By: GoldCore
- Gold flat in quarter in dollars but 11% and 5% higher in euro and sterling
- Gold essentially flat with fall of just $2 or 0.0017% in dollar terms
- Euro was the worst performing major currency in Q1
- Gold one of strongest currencies after silver, dollar and Swiss franc
- Silver surges 6.5% in dollars and 19% and 12% in euros and pounds
- Oil and most commodities declined on economic concerns
- U.S. stocks eked out minor gains to new record highs and look toppy
- Gold performance impressive given strength of dollar and equities, oil collapse and negative sentiment
Wednesday, April 01, 2015
Can Argentina Capitalize On Its Vast Shale Oil Reserves? / Commodities / Shale Oil and Gas
By: OilPrice_Com
Argentina, once a regional energy leader, is now better known for financial busts and bombastic politicians than hydrocarbons prospects. Still, with a resource potential both vast and untapped, the nation has never been far from energy investors' minds. The question today is just how much Argentina is willing to change and how this plays into a low oil price environment that is already negatively impacting investment elsewhere. Read full article... Read full article...
Tuesday, March 31, 2015
Will Gold Win Out Against the US Dollar? / Commodities / Gold and Silver 2015
By: Casey_Research
By Louis James
It is an essential impossibility to solve problems created by excess debt and artificial liquidity with more of the same. That’s our credo here at Casey Research, and the reason why we believe the gold price will turn around and not only go higher, but much, much higher.
While fellow investors around the world may not agree with gold-loving contrarians like us, they are buyers: gold is up in euros and almost everything else, except the dollar.
Tuesday, March 31, 2015
Gold and Misery, Strange Bedfellows / Commodities / Gold and Silver 2015
By: Dan_Norcini
Overhead chart resistance centered between $1225-$1220 has proven to be a bride too far for the gold market. That region has now been confirmed with today’s plunge as a formidable barrier that gold bulls will have to overcome if there is ever going to be anything besides “boring” in the gold market anytime soon.
Tuesday, March 31, 2015
Secret to Finding the Next Goldcorp Gold Stock / Commodities / Gold and Silver Stocks 2015
By: The_Gold_Report
Chen Lin, author of the popular stock newsletter What Is Chen Buying? What Is Chen Selling?, knows the smart time to look for the next big gold company is when everyone else has left the sector. With China making moves to invest trillions in commodity-hungry infrastructure, Lin is traveling the world looking for the companies with the right projects in the right place making all the right moves. In this interview with The Gold Report, he shares some of the insights from his recent travels and discusses three companies with potential to be the next Goldcorp.
Monday, March 30, 2015
Absolutely DO NOT buy Gold or Silver - Crazy is My Middle Name / Commodities / Gold and Silver 2015
By: DeviantInvestor
Two imaginary friends sent this defense of central banking and I pass it on for informational purposes…
Monday, March 30, 2015
Peak Gold? – Goldman Sachs Research Warns of Peak Gold Production / Commodities / Gold and Silver 2015
By: GoldCore
- Goldman warns that peak gold may happen in 2015
- New report says there are only “20 years of known mineable reserves of gold”
- Discoveries of new sources of gold production peaked in 1995 despite major bull market
- Production lags new finds in 20 year cycle – Indicates 2015 may be year of peak gold production
- Production in major gold mining countries has dropped in recent years
- This will provide support and should lead to higher prices in long term
Monday, March 30, 2015
Gold Trading Week Ahead - 30 March 2015 / Commodities / Gold and Silver 2015
By: Harley_Salt
Gold ended Friday on a weaker note following a speech by Fed Chair Janet Yellen in which she noted that the Fed should not wait until the 2% inflation target is met, hinting that US interest rates might rise sooner than many expect. This saw the dollar strengthen and precious metal prices fall. Gold however still managed to put together another week of gains, it has gained positive momentum since the FOMC meeting two weeks ago.Read full article... Read full article...
Monday, March 30, 2015
U.S. Dollar, Commodities and the Gold Miners GDXJ ETF Analysis / Commodities / Gold and Silver Stocks 2015
By: Rambus_Chartology
In this Weekend Report I would like to show you some charts for Natural gas, oil and the GDXJ. First though lets take a quick look at the US dollar and the Euro which have started to consolidate their most recent near straight line moves. The monthly chart for the US dollar shows the impulse move out of the big base with a string of nine white candles all in a row. That's pretty impressive. When looking at the last white candle you can see a possible long wick forming which could be bearish. There are still two more trading days left for this month so things can change but it sure looks like the US dollar is looking for a place to rest for awhile.
Saturday, March 28, 2015
Reflections in a Golden Eye - Gold Market Rejection, Repatriation and Redemption / Commodities / Gold and Silver 2015
By: Michael_J_Kosares
Gillian Tett (Financial Times): "Do you think that gold is currently a good investment?"
Alan Greenspan (private citizen): "Yes. Remember what we're looking at. Gold is a currency. It is still, by all evidence, a premier currency. No fiat currency, including the dollar, can match it."
Read full article... Read full article...– Council on Foreign Relations meeting, November, 2014
Saturday, March 28, 2015
Gold And Silver - What Moved Price? Bab el-Mandeb And Uranus Square Pluto. What?! / Commodities / Gold and Silver 2015
By: Michael_Noonan
So many "experts" have so much to say in correlating the current prices for gold and silver with factors like how much gold China and Russia have been accumulating, the shortages of and demand for physical PMs, hypothecating, rehypothocating [aka stealing] of gold by Western Central Banks, the record sales for gold and silver coins, world-wide, etc, etc, etc.
Yet, with all of the pinpoint accuracy in reporting, backed by statistics, graphs, charts with arrows drawn in to show the next direction [always wrong] for PMs, there has been little demonstrable cause and effect relations between events and prices. We have two.
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Saturday, March 28, 2015
Support and Resistance Levels for Gold, Silver and Miners / Commodities / Gold and Silver Stocks 2015
By: Jordan_Roy_Byrne
The precious metals complex has established a floor of support over the past five months. For Gold it is around $1150/oz and for Silver it is around $15.50/oz. Pick any miner index and you'll see the support at the November and December lows. These lows could mark a base of support from which a new bull market takes hold. On the other hand, they could also mark support that if broken could lead to a final but nasty capitulation.
Saturday, March 28, 2015
Peak Gold Misunderstanding, is Gold About to Run Out? / Commodities / Gold and Silver 2015
By: Mike_Shedlock
Is gold about to "run out"? The correct answer to that question is the likelihood of that happening is precisely 0%.
However, that is not the conclusion one would come to from the Zerohedge headline Peak Gold? Goldman Calculates There Is Only 20 Years Of Gold Supply Left.
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