Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, January 03, 2015

Gold And Silver - 2013, 2014, 2015...Expect More Of The Same / Commodities / Gold and Silver 2015

By: Michael_Noonan

Each week, we prepare a selection of newsworthy events to which the current market can explained, somewhat. This week is no exception, save one difference, that being so many want to see/hear some kind of look into the prospects for the year ahead. Our look ahead starts with a rear view mirror look back at 2014. In hindsight, we began 2014 with a positive outlook, but that quickly changed into the view that 2014 could turn out to be just like 2013...no big rally. On that score, we were on point.

Before engaging in a review, we have abandoned providing any background news, this week, because for us, the most important news moving forward is found in the six charts that follow. If you are willing to accept the message the market is giving to everyone, you will understand the folly of those who opt to make price "predictions." Keep in mind, a good many of the experts with the largest followings were touting a price breakout by the end of 2014. None called for new recent lows, and if someone did, our apologies for not knowing who you are. Bottom line: predictions are a waste of time.

Saturday, January 03, 2015

2015: Why's the Oil Price Collapsing? Answer: $8+ Trillion Carry Trade / Commodities / Crude Oil

By: DK_Matai

Most in the media are utterly clueless about what's coming in 2015. It is incumbent upon ATCA 5000 to clarify the situation as we did prior to the start of The Great Reset and The Great Unwind during 2007-2008 based on our global intelligence gathering, detailed scenario planning and mathematical modelling of capital allocation and trans-national flows:

Friday, January 02, 2015

Why You Need to Own Gold In 2015 and Beyond / Commodities / Gold and Silver 2015

By: Submissions

Clint Siegner writes: Debt is a rock, and spending reform is a hard place. The taxpayers of today and tomorrow are saddled with crushing obligations. Yet we must watch helplessly as leadership in Washington DC continues expanding government -- borrowing what they can and simply printing what they cannot.
Each day more Americans sense a reckoning is coming. Our government is increasingly insolvent. The unbacked dollar is certain to be worth less, and it may not survive at all.

Friday, January 02, 2015

Gold Stocks GDXJ Potential Upside Target 2015 / Commodities / Gold and Silver Stocks 2015

By: Jordan_Roy_Byrne

As 2015 begins I’d like to briefly follow up on my most recent article in which I discussed the oversold condition in the miners. Breadth indicators as well as technical indicators (such as distance from the 200-day moving average) showed the miners reaching an extreme oversold condition in November and nearly again only a few weeks ago. Miners essentially were at their third most oversold point since 2001. The other two were during the 2008 financial crisis and during Gold’s spring collapse in 2013. The current oversold condition combined with the failure of most indices to make new lows in December could be the setup for a first quarter rebound.

Thursday, January 01, 2015

Gold Price Trend Forecast 2015 Video / Commodities / Gold and Silver 2015

By: Nadeem_Walayat

Gold bug expectations for the Gold price to soar during 2014 once more failed to materialise for a third year with the Gold price ending down on the year at $1180 against $1204 at its start. Will 2015 be any different? Find out in this video analysis that concludes in a detailed trend forecast for 2015.

Thursday, January 01, 2015

Natural Resource investors Resolve to Do Better in 2015 / Commodities / Resources Investing

By: The_Gold_Report

As natural resource investors take stock of their 2014 portfolio shifts and make adjustments for 2015, The Gold Report quizzed top experts in the sector on what resolutions they are making and—perhaps more important—what steps they are taking to make sure they will stick to the hard choices they have vowed. We want to know if you are taking the same steps, have your own plan to make the most of whatever happens in the sector or just plain disagree. Please use the comment section to let us know what you will be investing in as we bravely face a new year.

Thursday, January 01, 2015

Gold Price Targets for 2015 / Commodities / Gold and Silver 2015

By: Rambus_Chartology

Below is a gold chart I worked on this weekend. It has a lot of information on it to digest. First thing to note is the top rail of the black falling wedge. As you can see the top rail comes in around the 1215 to 1220 area. Not that it means anything but the two black rectangles are exactly the same size that measures time and price for the rectangle on top and our current triangle below. If our current triangle plays out as a halfway pattern, I have it measured using the BO to BO and the impulse method with the price objectives at the bottom of the chart. I think we could see a small halfway pattern form during the second impulse move down before the actual price targets are hit. The very bottom price objective is the 2008 crash low at 685 which looks like it would hit the bottom rail in October. Something to watch when the bottom rail gives way.

Wednesday, December 31, 2014

Gold Beat All Other World Currencies in 2014 / Commodities / Gold and Silver 2014

By: Frank_Holmes

"Gold is money. Everything else is credit."~ J.P. Morgan in 1912

Loyal readers of our Investor Alert and my blog Frank Talk are no doubt aware that the U.S. dollar's rising strength has put pressure on commodities such as oil and gold. I wrote about this as recently as my roundup of the top commodities stories of 2014, which you can read here.

Wednesday, December 31, 2014

Gold and Silver Stocks Could Not Look Better Going Into 2015 / Commodities / Gold and Silver Stocks 2015

By: Clive_Maund

In this article we are going to look at compelling evidence that the Precious Metals sector is either at or very close to a major bottom, and see why the chances are high that the sector will rally strongly in the New Year.

You have all heard the old adages about "buying low and selling high" and how the time to buy is when there is "blood running in the streets". Never have these adages been more applicable than they are now to the Precious Metals sector, where even the most diehard bulls have had enough and thrown in the towel.

Wednesday, December 31, 2014

Crude Oil Large Speculators Play Catch a Falling Knife / Commodities / Crude Oil

By: Dan_Norcini

Another week – another CFTC report – more of the same, namely the large speculative category, hedge funds and other reportable traders, continue their love affair with crude oil. This, in spite of the fact that the black goo has lost 50% of its price since June of this year.

I have said now for the last few weeks and will say it once more, I am completely mystified and baffled as to how the supposedly smartest and most informed traders on the planet could have gotten this market so wrong. Not only that, but that they continue to stay wrong!

Wednesday, December 31, 2014

Gold Price Trend Forecast 2015 / Commodities / Gold and Silver 2015

By: Nadeem_Walayat

There is no metal quite like gold as history shows that humans have a special attraction towards gold as this metal like a parasite has held power over humanity far beyond any rational importance as a resource, even to the extent that hundreds of thousands have been put to death in its pursuit, even whole civilisations extinguished so that GOLD could adorn the GOD temples of Europe and elsewhere. Today's GOLD obsession manifests itself in the Gold bug army that relentlessly chants its second coming with never changing prophecies of Gold's eventual rise to new highs. And as it was for 2013, so were the expectations for 2014 for the price of Gold to soar into the stratosphere bitcoin spike style with the 2011 high of $1901 merely acting as a stepping stone all the way to $5,000, then $10,000 and beyond.

Tuesday, December 30, 2014

Gold Price Nearing a Critical Juncture / Commodities / Gold and Silver 2015

By: Submissions

MarketsToday writes: About six weeks ago XAU/USD (Gold) broke down from a long-term bearish descending triangle pattern, as it dropped below, and subsequently closed below 1,180.20 on both a daily and weekly basis. The price objective from the triangle pattern is approximately 926.65. So far there has been little downside follow through as support was found 1,132.08 shortly after the bearish breakout, and Gold has been rebounding back into resistance of the triangle pattern since.

Tuesday, December 30, 2014

How Could Gold Bugs Have Been So Wrong in 2014? / Commodities / Gold and Silver 2015

By: John_Rubino

Twelve short months ago, the immediate future looked like a lock. Overvalued equities had to fall, ridiculously-low interest rates had to rise, and beaten-down precious metals had to resume their bull market.

The evidence was overwhelming. Debt in the developed world had risen to $157 trillion, or 376% of GDP, by far the highest level on record and clearly unsustainable. Long-term US Treasury rates had been falling for literally three decades and despite a recent uptick were so low that the only way forward seemed to be up.

Monday, December 29, 2014

Did Saudis And US Collude In Dropping Crude Oil Prices? / Commodities / Crude Oil

By: OilPrice_Com

The oil price drop that has dominated the headlines in recent weeks has been framed almost exclusively in terms of oil market economics, with most media outlets blaming Saudi Arabia, through its OPEC Trojan horse, for driving down the price, thus causing serious damage to the world's major oil exporters – most notably Russia.

While the market explanation is partially true, it is simplistic, and fails to address key geopolitical pressure points in the Middle East.

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.