Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, March 13, 2015
On the Silver Highway / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
I’ll fly a starship across the Universe divide
And when I reach the other side
I'll find a place to rest my spirit if I can
Perhaps I may become a highwayman again
Or I may simply be a single drop of rain
But I will remain
And I'll be back again, and again and again and again and again. - The Highwayman
Friday, March 13, 2015
Gold Price Bull Market 2015 Annihilated by Strong U.S. Dollar / Commodities / Gold and Silver 2015
By: Nadeem_Walayat
Within weeks of the start of 2015, the Gold price had soared to nudge above $1,300 prompting many gold bugs to start proclaiming that the long anticipated resumption of the gold bull market had begun after what had seemed like an never ending 3.5 year bear market that had contained many false dawns which had greatly demoralised many gold bugs and even worse for precious metal stock investors.
Friday, March 13, 2015
Gold Sucks! / Commodities / Gold and Silver 2015
By: Gary_Tanashian
Ben Kramer-Miller, a fundamental gold stock analyst who I keep an eye on, recently had an article at SeekingAlpha called Gold’s Bull Run Has Not Yet Begun. I remember taking note of the title when it came out, but as is usually the case I did not have the time, nor the inclination to read it. I like to keep my own thoughts square and balanced and don’t need other peoples’ thoughts on gold clouding my own.
Friday, March 13, 2015
How to Make Money in the Chaos of Oil and Gas Markets / Commodities / Oil Companies
By: The_Energy_Report
Operating in difficult conditions—whether political, logistical or technical—comes with the oil and gas territory, but the collapse in oil and gas prices has added further complexity and risk to the space. Though many companies have lost half or more of their share price in the debacle, Stephane Foucaud of FirstEnergy Capital tells The Energy Report how to find value in small-cap exploration and production names, and provides several examples of companies poised to rebound on the upturn.
The Energy Report: Stephane, do you think the oil price has hit bottom and is now recovering?
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Thursday, March 12, 2015
Silver Price Projection, U.S. Dollar Correction / Commodities / Gold and Silver 2015
By: DeviantInvestor
Take the S&P Index and multiply by the US dollar index. This removes most of the currency variation. Do the same with silver. The chart of silver times the dollar looks very much like silver priced in euros.
Thursday, March 12, 2015
Why You Should Listen to This Man About Gold / Commodities / Gold and Silver 2015
By: Jeff_Clark
Would you like your advice from someone who has been successful or from someone who’s failed? I’d prefer to hear from a winner.
Now that the gold market has been mauled by a bear, we can sort out the pretenders from the contenders in the mining industry. After all, there’s nothing like a major down cycle to reveal which companies are run by people who know how to prepare for bad weather.
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Thursday, March 12, 2015
Consumers Winning With Low Oil Prices, For Now / Commodities / Crude Oil
By: OilPrice_Com
Lest we be too quick to forget whence we came, America is now 9-months into lower gasoline prices, which started their swoon the week of June 30, 2015 from a lofty national average just under $3.70, tumbling almost every subsequent week before bottoming and bouncing from $2.02 the end of January, according to gasbuddy.com.Read full article... Read full article...
Thursday, March 12, 2015
Simple Test to Determine if Gold Price Is at a Bottom / Commodities / Gold and Silver 2015
By: The_Gold_Report
Gold investors have been through a nuclear winter, but the future looks bright as mining companies bask in the glow of lower costs, better exchange rates and a flurry of mergers and acquisitions. In this interview with The Gold Report, Tocqueville Asset Management fund managers Doug Groh and John Hathaway share the names of mid-cap companies that could emerge successfully and one truly contrarian play that could be a tenbagger if their forecasts are correct.
Thursday, March 12, 2015
Gold Gives Back 2015 Gains, Drops Towards 2014 Low – What is Next? / Commodities / Gold and Silver 2015
By: Jason_Hamlin
Gold has given back all of its 2015 gains and is falling towards the November 2014 low of $1,130 today. This is a level not previously seen since early 2010.
Wednesday, March 11, 2015
Everyone Is Guessing When It Comes To Crude Oil Prices / Commodities / Crude Oil
By: OilPrice_Com
Predicting and diagnosing the trajectory of oil prices has become something of a cottage industry in the past year. But along with all of the excess crude flowing from the oil patch, there is also an abundance of market indicators that while important, tend to produce a lot of noise that makes any accurate estimate nearly impossible. Read full article... Read full article...
Wednesday, March 11, 2015
Gold and Silver Price Decline Continues / Commodities / Gold and Silver 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.
Gold moved a little higher yesterday only to disappoint in the following part of the session. Gold stocks plunged without looking back. The decline continues - will it end soon?
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Wednesday, March 11, 2015
Mining Stocks Investing - How to Get Struck by Lightning / Commodities / Metals & Mining
By: Casey_Research
By Louis James, Chief Metals & Mining Investment Strategist
Two M&A deals have already delivered paydays for investors in junior mining stocks this year: Goldcorp’s half-billion-dollar purchase of Probe Mines in Canada, and Tahoe Resources’ billion-dollar acquisition of Rio Alto Mining, a Peruvian gold producer.
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Wednesday, March 11, 2015
Silver and Gold Shelter From the Storm / Commodities / Gold and Silver 2015
By: DeviantInvestor
What storm? The stock and bond markets in the US are doing great, the media has sold the strong employment story, and all those nasty wars are far, far away.
So the top few percent are doing well and are sheltered from the storm, but what about the rest of us? What storms are pounding us?
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Tuesday, March 10, 2015
Gold's Obituary... Phase 2 now Underway / Commodities / Gold and Silver 2015
By: David_Petch
This article is an update of Gold’s Obituary published back at the end of October 2014. Nothing has changed since that forecast, except the passage of time to arrive at where we are today. Analysis will cover a few currencies and different markets, which should provide a flavour of where things are heading over the next 6-8 months. As a hint, being long commodities as a whole is not recommended in the slightest.
Tuesday, March 10, 2015
Will the Shangai Fix fix the Gold Market? / Commodities / Gold and Silver 2015
By: Michael_J_Kosares
John Maynard Keynes once remarked that “A debtor nation does not love its creditor, and it is fruitless to expect feelings of good will.” In the case of the financial arrangement between China and the West including the United States, I might add that the opposite is also true, particularly when that creditor thinks its debtor might be in over its head. Each, though, has learned to live with the other in this complicated and intricate web of debt and money, interlocking national balance sheets and intertwined commercial interests we call the international markets. To not do so is to act against one’s own national interest.
Monday, March 09, 2015
Three Fear Resistant Commodities That Look Tasty / Commodities / Gold and Silver 2015
By: Chris_Vermeulen
On Friday, March 6 the US jobs report hit the wires. Equities were trading higher in premarket, and the previous session we had seen strong selloff followed by an equally strong high-volume rally. No one was expecting the massive selloff that was about to hit the stock market when the good jobs numbers were posted.
Later that day after 6 1/2 hours of heavy volume selling in the stock market the closing bell rang. The big selloff pulled most stocks and commodities into an extremely oversold market condition. Traders were waiting all day for some type of bottom to be put in place so they can reenter a long position and day trade the rebound.
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Monday, March 09, 2015
Gold and Silver Stocks Impulse Move? / Commodities / Gold and Silver Stocks 2015
By: Rambus_Chartology
In this report I would like to show you some charts for the PM complex in which we finally got some answers to some pressing questions that needed to be answered. The break below the brown shaded support and resistance zone – double bottom hump on the PM stock indexes, now gives us confirmation that the support zone is now negated and the bears are back in charge. The bulls failed miserably last Friday to defend that most important area and are now in retreat. They may put up a small temporary skirmish over the next several days but that's all they'll be able to do. Our job now will be to short into any strength.
Monday, March 09, 2015
Gold Commitments of Traders Report - Speculators in a World of Hurt / Commodities / Gold and Silver Stocks 2015
By: Dan_Norcini
Methinks the continued persistence of the entire speculative crowd (Hedge Funds, Large Reportables and the General Public) in remaining on the long side of the gold market must be due to excessive exposure to the plethora of gold perma-bull websites. There really is no way to explain this in my view as the charts are quite clear and have been for some time now.
Monday, March 09, 2015
Silver Price Remains Stuck in a Bearmarket, Set to Make New Lows Soon / Commodities / Gold and Silver 2015
By: Clive_Maund
Silver remains stuck in a bearmarket and looks set to make new lows soon, for the same reasons as gold: gathering deflationary forces and continued unwinding of the global carry trade leading to a continuation of the dollar spike, which, as set out in the Gold Market update, could see the dollar index reach as high as 120 and in extreme circumstances even higher.
On its 6-month chart we can see how silver broke lower again on Friday, beneath potential trendline support at the same time as gold breached a support level and dropped sharply. The overall tone of this chart is negative with the price beneath both its main moving averages, which are bearishly aligned.
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Monday, March 09, 2015
Gold Price Steep Drop towards Long-term $900 Target Area / Commodities / Gold and Silver 2015
By: Clive_Maund
Gold did almost exactly what we expected in the last update, it bounced from oversold off the support at $1190 - $1200, only to break sharply to new lows on Friday, crushed by the strength of the dollar. We got with the plot and are doing fine with bear ETFs, one of which rose by 25% on Friday alone. The dollar is remarkably strong especially given that its COTs and sentiment readings are already bearish by normal standards, so what is going on? - and where is the dollar headed?
The dollar is so strong because the world economy is about to finally disappear into the deflationary vortex, which our illustrious leaders have been fighting tooth and nail for so long now, which they should as they got us all into this mess in the first place.
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