Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, December 29, 2014

Sound Money and the Ring of Truth / Commodities / Gold and Silver 2015

By: Submissions

Guy Christopher writes: We Americans no longer carry gold and silver money in our pockets and purses as our grandparents did during their lives. But we still carry the history, legacy and spirit of those gold and silver coins in our language – with more meaning than you might imagine.

“Sound money” has a clear message recognized for centuries around the world. It describes the musical, metallic ring of a gold, silver, or copper coin dropped on any hard surface of glass, stone, wood, or metal. Sound money literally refers to real wealth, with a natural, unmistakable signature of honesty and integrity, as opposed to the swishy paper and plastic debt used almost exclusively today.

Monday, December 29, 2014

Gold Price Rallies With USD Above 90 / Commodities / Gold and Silver 2015

By: P_Radomski_CFA

Briefly: In our opinion no speculative short positions in gold, silver and mining stocks are currently justified from the risk/reward perspective.

The USD Index moved slightly above the key, long-term resistance level but gold rallied by almost $20 on Friday. We have seen several bearish signs in the precious metals market recently – is the above bullish enough to make the overall outlook for the precious metals market bullish?

Monday, December 29, 2014

Gold and Silver Price Will Return to Highs in 2015 / Commodities / Gold and Silver 2015

By: Money_Morning

Peter Krauth writes: Precious metals haven't grabbed dramatic headlines like oil and gas have.

But their story is no less exiting. And the metals remain a fundamentally critical part of the global economic and strategic landscape.

Indeed, gold and silver took roller coaster-like rides throughout the year, both screeching towards their respective price lows before bouncing, albeit cautiously, ahead.

Monday, December 29, 2014

Counting Your Chickens in Dollars  / Commodities / Fiat Currency

By: Dr_Jeff_Lewis

With silver, you have a rare physical commodity that you can literally take into your possession.

It’s known that quantity, in investment form, is far less than what is perceived by the mainstream. And as a direct consequence, orders of magnitude less than the price indicates.

Saturday, December 27, 2014

2015 Crude Oil Prices Won't Change the Emerging U.S. Dominance / Commodities / Crude Oil

By: Money_Morning

Dr. Kent Moors writes: My recent meetings in Dubai highlighted the profound change that will turn the balance of power in the energy industry on its head.

For years, OPEC was the puppet master, and the United States (and the rest of the world) were the puppets. They pulled the strings, and we danced. OPEC set the price of oil. OPEC controlled the supply.

Saturday, December 27, 2014

The Surprising Connection Between Solar Stocks and Crude Oil Price / Commodities / Solar Energy

By: Investment_U

Rachel Gearhart writes: The impact of the drop in oil prices can be seen across the market. But there’s one affected area that surprises investors the most: solar stocks.

This week’s chart compares U.S. crude futures to the Guggenheim Solar ETF (NYSE: TAN) over the past three months.

Friday, December 26, 2014

Gold Miners Extremely Oversold as Tax Loss Selling Ends / Commodities / Gold and Silver Stocks 2015

By: Jordan_Roy_Byrne

Another December and gold stocks have reached another extreme oversold condition. This was the case precisely 365 days ago and the precious metals complex, led by the miners rebounded strongly for nearly three months. A year later and the gold stocks are even more oversold. They’ve been in a bear market for more than three and a half years and in terms of price are very close to matching the worst bear market of all 1996-2000. Only time will tell if this is truly the end of the bear market but in any case miners have a shot to start 2015 off positively.

Friday, December 26, 2014

The Fracking Boom is a Fracking Bubble / Commodities / Fracking

By: Walter_Brasch

Gas prices have plunged to the low $2 range—except in Pennsylvania.

In Pennsylvania, the prices at the pump are in the mid-$2 range.

That’s because Gov. Tom Corbett and the legislature imposed a 28-cent per gallon surcharge tax. Until 2019, Pennsylvanians will be paying an additional $2.3 billion a year in taxes and fees—$11.5 billion total—to improve the state’s infrastructure. In addition to the increased tax on gas at the pumps, Pennsylvania motorists will also be spending more for license registrations, renewals, and title certificates.

Friday, December 26, 2014

A Gold Stocks Golden Opportunity On Hope’s Doorstep / Commodities / Gold and Silver Stocks 2014

By: Richard_Mills

Some 1,200 junior resource exploration and development companies are located in Vancouver, British Columbia. Vancouver is well known as a hub for mining expertise and is one of the greatest mining centers in the world.

Not many of those 1200 companies can claim to have a mine, let alone one  with:

Thursday, December 25, 2014

The Gold Price Target... Merry Christmas / Commodities / Gold and Silver 2014

By: Rambus_Chartology

I have a busy night ahead but I just wanted to post a few long term charts to show you the relative nature of a chart pattern. I know most of you know that the bigger the consolidation or reversal pattern the bigger move to expect. If one is looking at a minute chart and see’s a triangle the move is relative to that time frame. On the other end of the spectrum when you see a big reversal pattern, that takes a year or longer to complete, then you know the move is not going to be a flash in the pan. When looking at a big impulse move from the monthly perspective I like to use the black and white candlesticks that will general confirm the impulse move your are expecting or are currently in.

Thursday, December 25, 2014

Gold and Silver Unworthy / Commodities / Gold and Silver 2014

By: Jesse

The New York and London gold and silver markets have gone into an interesting state, wherein much is claimed, but little is ever allowed to leave.

New York and London ought not to be permitted to set prices for the world using the power of the United States Dollar.

Thursday, December 25, 2014

The Chinese Copper Elephant / Commodities / Copper

By: Richard_Mills

Wood MacKenzie sees stronger prices for copper.

"Over the last 10 years, copper's annual average growth rate in demand has been 13% for China. The annual growth rate over the next five years is going to be 5%. Over the last 10 years, average annual copper consumption has been 600,000 tonnes, and going forward it's going to be 500,000 tonnes..." - Northern Miner

Wednesday, December 24, 2014

8 Billion Reasons to Invest in Potash / Commodities / Potash

By: Metals_Report

Potash producers have 8 billion reasons why demand for the minerals that increase food production will grow in the coming decades. Plus, a sinkhole emerging under a Russian mine is raising questions about the ability to produce enough fertilizer to feed what is projected to be an even larger and more demanding global population. The right companies could reap the benefits of exposure to the agricultural market. In this interview with The Mining Report, Paradigm Capital Analyst Spencer Churchill shares some of his favorites and talks about a unique streaming model that benefits from immediate upside.

Wednesday, December 24, 2014

In 2015 the U.S. Will Elbow OPEC Oil to the Sidelines / Commodities / Crude Oil

By: Money_Morning

Dr. Kent Moors writes: My recent meetings in Dubai highlighted the profound change that will turn the balance of power in the energy industry on its head.

For years, OPEC was the puppet master, and the U.S. (and the rest of the world) were the puppets. They pulled the strings, and we danced. OPEC set the price of oil. OPEC controlled the supply.

Tuesday, December 23, 2014

Crude Oil, US National Debt, and Silver / Commodities / Gold and Silver 2014

By: DeviantInvestor

Examine the following chart of monthly crude oil prices. In the past 26 years crude oil prices have crashed 65%, 59%, 54%, and 76%. The current crash is about 51% so far.

Tuesday, December 23, 2014

Gold Price Still In Bear Cycle? / Commodities / Gold and Silver 2015

By: David_Banister

GOLD- Well, not a merry Christmas for Gold buyers just yet. We have said in our TMTF forecast service to watch 1190 as KEY support and 1241 would also need to be taken out on a closing basis before we could confirm a new uptrend in Gold and the end to the 5 wave bear cycle. Not quite yet, and in fact in my stock service we have avoided Gold stocks entirely even with the recent temptations to get long because Gold to us is key. If we are not over 1241 then we are not buyers of Gold equities, plain and simple. With 5000 stocks to choose from, why not stick with the sectors that are in the stronger uptrends and avoid those mired in the mud like Gold? For example you could be looking at Security stocks given all the cyber attacks worldwide that are only getting worse. Gold is money as we all know, but a downtrend is a downtrend. Trust what you see, not what you think for best results.

Tuesday, December 23, 2014

Make No Mistake, the Crude Oil Price Slump Is Going to Hurt the US Too / Commodities / Crude Oil

By: Marin_Katusa

If you only paid attention to the mainstream media, you’d be forgiven for thinking that the US is going to get away from the collapse in oil prices scot free. According to popular belief, America is even going to be a net winner from cheaper oil prices, because they will act like a tax cut for US consumers. Or so we are told.

In reality, though, many of the jobs the US energy boom has created in the last few years are now at risk, and their loss could drag the economy into a recession.

Tuesday, December 23, 2014

Gold Price Outlook For 2015 / Commodities / Gold and Silver 2015

By: GoldSilverWorlds

What will gold do in 2015 is a question that is top of mind of many gold investors, particularly during this period of the year. We reached out to gold analyst Ronald-Peter Stoeferle, Managing Partner and fund manager at Incrementum AG in Liechtenstein, author of the In Gold We Trust reports, to get his taken on the outlook for gold for 2015. His expectations for 2015 are summarized by the 10 charts in this article.

This year was cleary a mixed bag for the precious metals. On the one hand, gold stabilized and confirmed its trading range which was formed after last year’s price crash. Another positive fact is the relative strength of the price of gold in most major currencies non-U.S. Dollar, as evidenced by comparing the first two charts below (the first chart, Euro gold, looks relatively more solid than Dollar gold). On the other hand, silver and the miners went lower and broke below their trading range. That is clearly disinflationary, and disfinlation has been the main message that the precious metals complex has signaled in the past year. That is also the baseline for gold’s outlook for 2015.

Tuesday, December 23, 2014

Big Rally for Gold Junior Miners in January 2015 After Tax Loss Selling / Commodities / Gold and Silver 2015

By: Jeb_Handwerger

The Holiday Season is here and a volatile 2014 is coming to a close. Be prepared to pick up quality situations during tax loss selling season and benefit off of a powerful January Effect rally.

Recently we heard the comments from Fed Chairwoman Yellen which appeared to be dovish.

Crashing oil prices and a rising US dollar will put a halt to any interest rate increases from the Fed. Weak Holiday sales and increasing unemployment in 2015 are a possibility especially as I expect layoffs in the once booming fracking sector.

Tuesday, December 23, 2014

Get Ready for the Gold Stocks Consolidation Wave 2015 / Commodities / Gold and Silver Stocks 2015

By: The_Gold_Report

Andrew Kaip, managing director of mining equity research at BMO Capital Markets, says the stark reality is that the precious metals sector is only part way through a down cycle and that structural issues will result in a fresh phase of consolidation. He adds that the small to intermediate producers will lead the consolidation charge. In this interview with The Gold Report, Kaip suggests some suitors and prime acquisition candidates.

The Gold Report: In late November, BMO Chief Economist Doug Porter warned that interest rates could move higher sooner rather than later in 2015. What's your 2015 outlook for gold given that information?