Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, March 20, 2015

Silver Price Poised to Surge / Commodities / Gold and Silver 2015

By: Zeal_LLC

Silver is scraping major support again, after a rough couple months where speculators left it for dead.  But today’s brutal lows and extreme universal bearishness are the perfect breeding ground for silver’s next big rally.  Investors are very underexposed, while speculators have big short positions that will have to be covered.  So as gold reverses decisively and paves the way, capital is going to flood back into silver.

Silver’s great allure today when it is down and out is hard for most to understand.  That’s because most traders mistakenly make linear assumptions in a nonlinear world.  They expect today’s market conditions to persist indefinitely.  But that’s not the way markets work, they are forever cyclical.  The best times to buy low before later selling high are when assets are universally despised and trading at super-low prices.

Friday, March 20, 2015

Why Aren’t These Investors Worried About The Gold Price? / Commodities / Gold and Silver 2015

By: Jeff_Clark

Have you noticed that some gold investors don’t seem very concerned about the current behavior of gold?

While the price remains weak and range-bound, some gold investors don’t seem worried about it at all.

The natural reaction to an asset you own losing a third of its value, with seemingly little motivation to move higher, is cheerless and maybe even depressing. So why aren’t they?

Friday, March 20, 2015

Gold Price Downside $850/oz; Upside Jump to $2,000/oz on ‘Grexit’ / Commodities / Gold and Silver 2015

By: GoldCore

Capital Economics chart-based analysis sees gold ending year higher at $1,400 per ounce
-Sees a remote possibility of gold falling to $850 per ounce
-A “Grexit” may cause gold to surge to $2,000 per ounce

Friday, March 20, 2015

Beware of Pundits Playing the "Iran Oil Card" / Commodities / Crude Oil

By: Money_Morning

Dr. Kent Moors writes: It's getting to be crunch time in the negotiations between the West and Iran over Tehran's nuclear program.

Despite an ill-advised attempt by U.S. senators to scuttle the talks, it's clear the negotiations in Geneva will continue.

Now, TV pundits have taken to the airwaves suggesting that an agreement would flood the market with Iranian oil.

Friday, March 20, 2015

Cheap Paper Money - Precious Metals Technical Outlook / Commodities / Commodities Trading

By: Submissions

Andy Farida writes: Central bankers are facing the most difficult task – balancing the economy which is on the verge of deflation or pumping it with cheap money to reflate the stitch up economic bubble. Worryingly there is no other option at hand and more negative interest rates in developed economies are looking likely in the coming months (especially in Europe). Meanwhile, the US economy (dubbed the Promised Land) continues to spur on the relentless task of spearheading growth and potentially raise interest rate for the first time. Analysts reckon that the BOE is running second on this issue too.

Friday, March 20, 2015

Silver Tales of Thales  / Commodities / Gold and Silver 2015

By: Dr_Jeff_Lewis

Physical silver held in personal possession is a cheap option; an option being simply a choice. The best choices have a very low downside —and infinite upside. Options and optionality are not exclusive to financial markets. 

Silver, mainly because its price is dominated by commercial investment bank goliaths, has massive asymmetry. It’s super cheap relative to its real supply and demand fundamentals. All it needs is a storm to disrupt that hold. That storm is inevitable. 

Friday, March 20, 2015

GDXJ / Gold Ratio / Commodities / Gold and Silver Stocks 2015

By: Dan_Norcini

This key predictive ratio continues to struggle when it comes to gaining upside traction. It remains below the starting level of the year.

The HUI/Gold ratio looks a bit better but certainly nothing to write home about.

Friday, March 20, 2015

What the “Yellen Effect” Ultimately Means for Crude Oil / Commodities / Crude Oil

By: Money_Morning

Dr. Kent Moors writes: Janet Yellen sure has a way with the markets…

As the Fed Chair delivered her unexpectedly dovish message, the Dow bounced almost 400 points off yesterday’s lows.

Even so, that move paled in comparison to the even bigger move she triggered in oil prices.

Thursday, March 19, 2015

Gold Price Forecast Trading Idea / Commodities / Gold and Silver 2015

By: Bob_Loukas

Yesterday’s FOMC was bullish for most assets, as the FED indicated it was not ready to beginning raising rates. The FED’s ZIRP policy, designed primarily to encourage lending and speculative asset purchases, is clearly here to stay for a while longer. But for gold, this policy has done little for it over the past 3 years, as speculative money is much more concerned with chasing equity and bond markets higher.

Thursday, March 19, 2015

How Many Shale Oil Plays Make Money At $37 Per Barrel? / Commodities / Shale Oil and Gas

By: James_Quinn

I’m tossing you a softball. Now think carefully. The choices are:

A. Zero

B. Zero

C. Zero

D. Zero

Thursday, March 19, 2015

An Overview OF Gold Price Trend / Commodities / Gold and Silver 2015

By: Submissions

Srinivasan Rangaraj writes: We all know that Gold is the precious metal in the world. Investors put their large chunk of their capital in gold metal as a part of their investment strategy. However, in India, people are very much fond of this metal. Here, they have very much interest in wearing gold ornaments rather than going for gold investments. That too, they wear these ornaments during functions like marriages, etc. So, most of the times, approximately 20000 tonnes of the gold, are lying idle in the houses of many households or in the bank lockers.

Thursday, March 19, 2015

Gold Price Rises 2.1% – Fed Signals Loose Monetary Policies to Continue / Commodities / Gold and Silver 2015

By: GoldCore

- Gold rose over 2% – Fed signals ultra loose monetary policies to continue
- Fed dampens expectation of a rate hike in June
- Yellen no longer “patient” – notes weakness in recent US economic data
- Fed knows that fragile, debt laden U.S. economy cannot handle higher rates
- Despite recent dollar strength, dollar vulnerable in long term
- Sole reserve currency status threatened in currency wars

Thursday, March 19, 2015

Gold and Silver Currency Wars and Credibility Traps / Commodities / Gold and Silver Stocks 2015

By: Jesse

The Fed not only blinked today. They were twitching like someone afflicted with Tourette's syndrome.

The reasons are pretty clear.

The Fed had to take out the word patient today, or lose all credibility, and risk scaring the markets back into reality.

Wednesday, March 18, 2015

Double Bottom in Gold Price / Commodities / Gold and Silver 2015

By: Mario_Innecco

With the Fed looking like it is wimping out on raising rates in June 2015 and the dollar index crashing back below 100 it looks like gold has bottomed and formed a double bottom.

Jan Hatzius of Goldman Sachs now sees the first rate hike in September and last year GS was talking about a March or June hike. The strength we have seen in the dollar these last few months was based on expectations of rate hikes by the Fed so I think the FX/Gold market could get pretty wild as expectations of these rate hikes by the Fed dissipate.

Wednesday, March 18, 2015

Gold, Debt, Deflation and the U.S. Dollar / Commodities / Gold and Silver 2015

By: Aden_Forecast

The markets have been very volatile. This has led to many questions and the most frequently asked questions follow...

Q. We're hearing a lot about deflation, but how bad is it?

Wednesday, March 18, 2015

Gold Price Forecast to Double to Over $2,400 Per Ounce / Commodities / Gold and Silver 2015

By: GoldCore

- Gold price set to soar to new records in ‘Asian century’
- Gold price to double by 2030: ANZ
- Gold to exceed $2,400 per ounce
- Gold demand in Asia set to double
- “Greater demand from investors and central banks will see gold prices rise materially over the long-term”
- “Most of the time you don’t want to pay for it. But if you need it, you’re glad you have it”

Wednesday, March 18, 2015

The Truth About Iran’s Impact on Oil Prices / Commodities / Crude Oil

By: Money_Morning

Kent Moors writes: It’s getting to be crunch time in the negotiations between the West and Iran over Tehran’s nuclear program.

Despite an ill-advised attempt by U.S. Senators to scuttle the talks, it’s clear the negotiations in Geneva will continue.

Now, TV pundits have taken to the airwaves suggesting that an agreement would flood the market with Iranian oil.

Wednesday, March 18, 2015

Why Goldman Sachs Is Wrong About Commodity Prices / Commodities / Resources Investing

By: Metals_Report

Goldman Sachs delivered a dire commodities outlook earlier this year, but RAB Capital Founder Philip Richards still sees compelling buying opportunities. In this interview with The Mining Report, Richards discusses his outlook for oil, gold, vanadium, zinc and nickel, and profiles companies with projects that will see the light of day even in harsh price environments. A few of these names have doubled in stock value in recent months, and still others look poised to deliver multiple returns on investment.

Wednesday, March 18, 2015

Gold and Silver Mining Stocks Consolidate Before Next Big Move / Commodities / Gold and Silver Stocks 2015

By: P_Radomski_CFA

Briefly: In our opinion speculative short positions (full) in gold, silver and mining stocks are justified from the risk/reward perspective. We are keeping the stop-loss levels at their current levels, which means that we are effectively keeping some gains locked in and at the same time we're allowing the profits to increase.

Mining stocks have been trading sideway for several days now and the decline seems to have paused. We can infer something from this pause based on an event that accompanied it. Is the decline over or exactly the opposite - is it about to continue?

Tuesday, March 17, 2015

Texas: From Shale Boom to Water Revolution / Commodities / Water Sector

By: OilPrice_Com

Texas is famous the world over for two things on a massive scale: oil and droughts. Now the slick but dry state is becoming famous for water: that precious element that both resolves the drought problem and also makes it possible to pump more oil out of the ground.

Not only does Texas have the Permian Basin and the Eagle Ford shale, but it also has the Gulf of Mexico and its massive oil deposits and endless gallons of seawater that are now economically treatable thanks to next generation water processing technology.