Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, February 12, 2015
Gold In A Negative Interest Rate World / Commodities / Gold and Silver 2015
By: John_Rubino
Global capital is looking for a place to hide. But after decades of enthusiastic currency creation and financial engineering, there’s way too much of it for any one country to accommodate. This mismatch between money knocking at the door and available space is leading the handful of remaining safe havens to put up “no vacancy” signs in order to avoid being swamped. Among the things they’re trying is negative interest rates. That is, if you want to deposit money in a Swiss or Danish bank or lend money to the Japanese or German governments you now have to pay them for the privilege.
Wednesday, February 11, 2015
Platinum Metal Price Technical Outlook / Commodities / Platinum
By: Austin_Galt
Let's investigate the technicals of platinum using the weekly, monthly and yearly charts.
Wednesday, February 11, 2015
Financial Repression Investing: Got Gold? / Commodities / Gold and Silver 2015
By: Axel_Merk
Gone are the ZIRP days - the 'Zero Interest Rate Policy' is being replaced by negative interest rates in various countries. ZIRP is a form of financial repression, where savers earn less than the inflation rate to discourage saving. Pundits suggest the U.S. has chosen a different course, as 'liftoff' may soon take U.S. rates higher. We'll try to separate reality from fiction, discussing investment implications for the U.S. dollar and gold.
Wednesday, February 11, 2015
Gold Stocks Bear Market Phase Isn’t Over Yet / Commodities / Gold and Silver Stocks 2015
By: Bob_Kirtley
Background
This year has started brightly with gold, silver and the miners all posting sharp gains. This sudden move upwards brings with it much jubilation with many believing that the illusive bottom is now in and therefore behind us. One day they will be correct with this synopsis and the precious metals sector will take off generating huge profits for its participants.
Wednesday, February 11, 2015
Citi Sees $20 Crude Oil Prices - Here’s Why They’re Wrong / Commodities / Crude Oil
By: Money_Morning
Dr. Kent Moors writes: Despite a 20% jump in oil prices, some pundits continue to predict more pain.
In fact, just yesterday, Citigroup analyst Ed Morse came out with his most bearish forecast yet.
According to Morse, oil prices could fall another 60% to $20 a barrel. As for the recent rebound, Morse thinks it looks more like a “head-fake” than a sustainable turning point.
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Tuesday, February 10, 2015
Tradable Rally in Commodities / Commodities / CRB Index
By: Ed_Carlson
Throughout 2014 my commentaries warned of no bottom in commodities until near year-end. Gold got an early start in November but, looking at the S&P GS commodity index, it appears the remainder of that group found a low in January. However, while this may be a tradable rally, cycles point to the bear market getting started again by later this year.
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Tuesday, February 10, 2015
Silver and Gold Truth Versus Fiat Lies / Commodities / Gold and Silver 2015
By: DeviantInvestor
The Jefferson Airplane sang about truth and lies nearly 50 years ago.
“When the truth is found to be lies
And all the joy within you dies…”
Restating their insight to make it relevant to our global delusions about real money – gold and silver – and the much less real money we call dollars, euros, pounds, yen and so forth:
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Tuesday, February 10, 2015
Oil's Survival Of The Fittest / Commodities / Crude Oil
By: OilPrice_Com
With crude oil prices collapsing and small American oil producers faced with grim choices for survival, the Darwinian nature of commodity market cycles rears its head, dictating that only the fittest will survive -- and only the fittest of the fittest will thrive. As the herd of small companies that formed the backbone of the shale boom is culled, there emerges a new focus on junior players who are sitting on prime prospects where oil can be produced at $20 per barrel or lower and still turn a healthy profit at today's prices hovering around $45 - $52 range. The biggest winners will be those investors who are stepping into the market right now, investing in conventional oil stories.
Monday, February 09, 2015
Crude Oil Price Capitulation Phase / Commodities / Crude Oil
By: Bob_Loukas
After a long and relentless decline, the Crude market has finally enabled us to anchor its Cycles. Up until 2 weeks ago, Crude was locked in a clear crash Cycle, which made it impossible to expect anything other than a continuation of the crash. But now that Crude has reversed with a 20% rally, its moves are clearly the start of a new intermediate term Cycle.
Monday, February 09, 2015
Gold Price Consolidation Continues / Commodities / Gold and Silver 2015
By: Alasdair_Macleod
This week precious metals continued to consolidate January's gains in volatile financial markets, with both gold and silver range-bound. Platinum and palladium are up on the week, noticeably stronger than gold and silver. Physical and paper markets appear to have been behaving differently, with prices tending to be firm in London (where physical deliveries take place) and weaker in New York (which is overwhelmingly derivative trading), though at the close of trading in New York prices appeared more often than not to steady ahead of the Asian markets opening.
Sunday, February 08, 2015
Gold and Silver Precious Metals Sector Pitchfork Analysis / Commodities / Gold and Silver Stocks 2015
By: Submissions
Bryan Post writes: Gold and Silver had become overbought in recent weeks along with many of the mining stocks. On Friday the sector took a turn lower with Gold and Silver both dropping through major support levels.
Our trading plan doesn’t allow for shorting the precious metals sector so at this point we are waiting for the pullback to complete before taking new positions.
If you are accumulating the sector on weakness these symbols are displaying relative strength: NEM, SLW, CDE, HL and PAAS.
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Sunday, February 08, 2015
Has Crude Oil Price Finally Bottomed? / Commodities / Crude Oil
By: Toby_Connor
Has oil finally bottomed? I think yes… well at least temporarily. Let me explain.
The main culprit driving the CRB and oil down over the last 7 months has been the powerful surge in the dollar.
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Sunday, February 08, 2015
Gold Commitments of Traders and More / Commodities / Gold and Silver 2015
By: Dan_Norcini
The COT report explains the reason we saw such a dramatic drop in the gold price ( along with all of the other safe havens such as bonds and the Yen) today once the payrolls number hit the wires.
Saturday, February 07, 2015
Gold And Silver – Forget The News. Silver $12 – 14? Gold $1,000 – 1,100? / Commodities / Gold and Silver 2015
By: Michael_Noonan
How are all them facts and figures about gold/silver accumulation by China, Russia,
India, et al, shortages at the COMEX, LMBA for delivery of the [non-existent]physical
metal, drainage of GLD, unprecedented public demand for coins, accompanied by pretty
graphs and charts, working out?
Question – where are the results of all, and we mean all of the above considerations, and more? Have these factors [and they are legitimate], driven the price of gold and silver to unprecedented levels? If not unprecedented levels, have they driven the price of gold and silver to $1,400 and $25? If not, why not?
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Saturday, February 07, 2015
Gold Chartography 101 - The Case for Gold Ownership in Ten Charts / Commodities / Gold and Silver 2015
By: Michael_J_Kosares
... you will never see on CNBC.
"What's past is prologue." – William Shakespeare, The Tempest
These charts summarize gold's impressive performance during the tumultuous first fourteen years of the 21st century. Investors fearing some future Black Monday, a general bank or currency collapse, a 1930s-style economic depression, or a sudden and virulent inflation took precautions by purchasing gold coins and bullion as a form of portfolio insurance. Gold Chartography 101 is a record of that past. At the same time, though, it could very well be a glimpse of the future.
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Friday, February 06, 2015
Is Russia Planning a Gold-Based Currency? / Commodities / Gold and Silver 2015
By: MISES
Marcia Christoff-Kurapovna writes: The “perfect-storm” of geopolitical instability, diplomatic isolation, severe currency depreciation, and economic decline now confronting Russia has profoundly damaged Moscow's international standing, and possibly for the long-term. Yet, it is precisely such conditions that may push the country’s leadership into taking the radical step that will secure its world-player status once and for all: the adoption of a gold-exchange standard.
Though a far-fetched idea at first glance, many factors suggest that remonetization in gold may be a logical next step for Moscow.
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Friday, February 06, 2015
Gold Stocks Volume Growing / Commodities / Gold and Silver Stocks 2015
By: Zeal_LLC
There’s no doubt the gold-mining stocks remain deeply out of favor, collateral damage from the Fed’s gross financial-market distortions of recent years. But sentiment is shifting, with stock traders starting to regain interest in this left-for-dead sector. Gold-stock trading volume is really growing as capital returns. And since higher volume is an essential precursor to major new uplegs, its growth is a very bullish portent.
The leading gold-stock sector benchmark these days is Van Eck Global’s Gold Miners ETF, which is better known by its symbol GDX. Its excellent basket of the world’s elite gold and silver miners, which are effectively market-capitalization weighted within this ETF, deftly mirrors the stock-market fortunes of this entire industry. And they’ve certainly been ugly thanks to the Fed’s artificial stock-market levitation.
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Friday, February 06, 2015
Silver Price Losing its Grip of the Recent Uptrend / Commodities / Gold and Silver 2015
By: Joseph_Russo
Though still rising (for now) amid higher-highs and higher-lows, Silver is beginning to show signs of losing its grip on the uptrend established from its December low.
After peaking at $18.50 upon brief encounter with a well-established bearish and declining 200-day average, the dollar-price of silver today is breaching its short-term uptrend line.
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Friday, February 06, 2015
Gold & Gold Stocks Consolidate at Resistance / Commodities / Gold and Silver Stocks 2015
By: Jordan_Roy_Byrne
Gold and gold mining shares rebounded strongly from the end of December through the first three weeks of January. Over the past several weeks the sector has digested those gains while holding above rising 50-day moving averages. The sector is nearing a bit of a decision point where either a breakout could occur or further corrective activity.
Thursday, February 05, 2015
Long-term Relationship Between Gold and Crude Oil Price Challenged / Commodities / Gold and Silver 2015
By: Clif_Droke
Wall Street breathed a sigh of relief this week after a case of the jitters the last couple of weeks. Fears over a deflationary plunge in the euro zone had sparked an increased demand for safe haven assets, including gold and silver. The decline to multi-year lows in the crude oil market as recently as a few days ago also fed into investors’ desire for safety. In the last couple of days, however, those fears have at least momentarily abated as the oil price has rallied while Treasury prices and the U.S. dollar have declined. Consequently, gold and silver safe haven demand has declined in recent days.Read full article... Read full article...