Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, December 12, 2014
Petro Dollar Ponzi Madness / Commodities / Crude Oil
By: Dr_Jeff_Lewis
The drop in commodity, and especially oil prices, has been spectacular. The price action has generated a wide range of commentary. Some say this is a reflection of the true state of the global economy. Like the Baltic dry goods index or electricity consumption.
Some will say the fall in oil is deflationary - priced in as the inevitable confluence of factors ranging from demographics to lack of real economic growth manifest. Or it is more evidence of failed monetary policy. And paradoxically, another excuse to double down and go the way of Japan in pursuit of a lost decade muddle thru.
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Friday, December 12, 2014
2014 Silver Eagle Sales Break Annual Record at Over 43 Million! / Commodities / Gold and Silver 2014
By: Jason_Hamlin
Silver Eagle sales in 2014 have already broken the 2013 annual record with a few weeks of sales still left to be counted. As of December 11, the U.S. Mint reported that 43.1 million silver eagles have been sold so far in 2014. This compares to the 42.7 million during all of 2013, which was the previous all-time record.
Friday, December 12, 2014
Will Crude Oil Kill The Zombies? / Commodities / Crude Oil
By: Raul_I_Meijer
Oil producer Russia hikes rates to 10.5% as the ruble continues to plunge, while fellow producer Norway does the opposite, and cuts its rates, but also sees its currency plummet. As Greek stocks lose another 7.35% after Tuesday’s 13% loss on rumors about what the left leaning Syriza party will or will not do if it wins upcoming elections, and virtually anonymous Dubai drops 7.42%. We all know the story of the chain and its weakest link, and beware, these really still ARE global markets.
Friday, December 12, 2014
Silver Price Bottom - Maybe / Commodities / Gold and Silver 2014
By: Joseph_Russo
If you’re wondering whether silver has finally bottomed, just hang on because in a minute, we’re going to outline the 3-essential criteria points that will determine if this is going to be the case or not.
Is $14.10 all she wrote for silver bears? Technically, we cannot yet confirm this; however, I must admit that this particular bottom does appear rather alluring.
Don’t get your shorts all twisted in a bunch just yet people. Remember, you don’t want to fall prey to every pretty-looking bottom that comes along now, do you?
Friday, December 12, 2014
Low Crude Oil Prices Fuel Bonanza Increases in Ethanol Stocks / Commodities / Ethanol
By: The_Energy_Report
Chen Lin was one of the very few who foresaw the collapse in oil prices, so investors are well advised to pay attention to his advice. In this interview with The Energy Report, the author of the What is Chen Buying? What is Chen Selling? newsletter touts the prospects of a few oil companies that can prosper in the downturn, and explains why cheap oil means high profits for U.S. ethanol producers.
The Energy Report: You anticipated the collapse of the price of oil. How did you see this coming when so few others did?
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Thursday, December 11, 2014
Russia’s Unfazed by Falling Crude Oil Prices / Commodities / Crude Oil
By: Marin_Katusa
Oil is not quite as powerful a weapon against modern-day Russia as one might think.
By arguing that the slump in oil prices will finish off Russia just like it did the Soviet Union, Ambrose Evans-Pritchard, writing in the Daily Telegraph, is forgetting how far Russia has come since those dark days.
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Thursday, December 11, 2014
Is Fracking the Cause of Slumping Commodities? / Commodities / Commodities Trading
By: Harry_Dent
What is fracking? Fracking is the process of injecting liquid at high pressure into subterranean rocks, fissures, etc., in order to force them open and allow more oil and gas to flow out of the formation, allowing it to be extracted at greater volumes.
Are you aware that fracking stocks are down 40% in just over 5 months? If that doesn’t sound like a bubble about to burst, I don’t know what does.
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Thursday, December 11, 2014
Marc Faber Favours Commodity Stocks In India, Asia and Gold / Commodities / Gold and Silver 2015
By: GoldCore
Respected economic historian and author of the “Gloom, Boom and Doom Report,” Dr Marc Faber has warned about the continuing and coming decline of western economic power.
He believes that the generation of young people starting to work today will be the first in two hundred years to have a lower standard of living than their parents had. He believes dividend paying Asian stocks will grow wealth in the coming years and remains an advocate of owning physical gold.
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Thursday, December 11, 2014
Clearing The Decks For The Crude Oil Subprime Rout / Commodities / Crude Oil
By: Andrew_McKillop
The Clown Prince of Overpriced Oil Bows Out
Andy Hall, the celebrated speculator on rising oil prices and related asset values is bowing out. Not long ago, he was still loudly telling the boomers that oil prices would inevitably bounce and could soon hit $150 a barrel, partly due to US shale oil "being a dud". Hall railed at anybody, like me, or Hall's pet hate, Citigroup's Edward L. Morse, who dared to argue that $75 for a barrel of oil is a very reasonable price – in fact a lot more than today's price! US natural gas and world coal, for example, provide energy at around $25 to $30 per barrel equivalent. Is oil really worth that much more? If so, why?
Thursday, December 11, 2014
Crude Oil Price Tumbles After OPEC Releases 2015 Forecast / Commodities / Crude Oil
By: OilPrice_Com
The demand for oil in 2015 will drop to its lowest level since 2002 because of an oversupply of crude and stagnant economies in China and Europe, according to OPEC's latest forecast. And that's just one of several sour estimates.OPEC's monthly report said demand for the cartel's oil will fall to 28.9 million barrels per day next year, 280,000 barrels lower than its previous forecast and the lowest in 12 years. Add to that a new report from the US government's Energy Information Administration (EIA), which also cut its 2015 forecast for growth in global oil demand by 240,000 barrels per day, down to 880,000 barrels per day.
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Thursday, December 11, 2014
Where Are Crude Oil Bulls? / Commodities / Crude Oil
By: Nadia_Simmons
Trading position (short-term; our opinion): No positions are justified from the risk/reward perspective.
Although crude oil hit a fresh multi-year low after the market's open, the commodity rebounded in the following hours supported by a weaker greenback. In this way, light crude gained 0.40%, but still remains under the previous lows. What's next?
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Thursday, December 11, 2014
Where the Big Global Oil Players are Putting Their Money Now / Commodities / Crude Oil
By: Money_Morning
Dr. Kent Moors writes: Marina and I are headed back to sunny Florida. It will be a welcome change from the brisk weather in London.
Not that I had much time to take in the scenery…
While my better half sampled the shops in Kensington High Street, I was in high level meetings in a place known as “The City.”
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Thursday, December 11, 2014
Elliott Wave Charts Point to Shocking Countertrend for Gold / Commodities / Gold and Silver 2014
By: The_Gold_Report
It's not just surfers who scrutinize wave patterns. Steven Hochberg, chief market analyst at Elliott Wave International, uses the Wave Principle to predict the movements of commodities and the stock market based on a number of factors, including sentiment. In this interview with The Gold Report, he reads the waves and shares their indications that the stock market is headed for a downtrend, while commodities will move up, although not in a direct line.
Wednesday, December 10, 2014
Gold Price Surges As Greece Crashes - Eurozone Debt Crisis Part II Cometh / Commodities / Gold and Silver 2014
By: GoldCore
Gold jumped 2.3 percent to a six-week high yesterday as sharp falls on stock markets globally led to renewed demand for gold as a haven.
Wednesday, December 10, 2014
Fade the Gold Short Squeeze Ahead of the FOMC / Commodities / Gold and Silver 2014
By: Bob_Kirtley
The over-hyped Swiss gold referendum led to volatile trading for the yellow metal last week. That continued into this week with safe haven buying after the announcement of an early election in Greece and the resultant short covering continued that volatility. However, it’s very plausible that the coming week will show gold with even greater swings.Read full article... Read full article...
Wednesday, December 10, 2014
And On The Seventh Day God Shorted His People / Commodities / Commodities Trading
By: Raul_I_Meijer
And on the Seventh Day, God sold his shares? What do you think, is He short the market? Short oil? Oil does look up a tad, but then the dollar lost about a percent vs the euro, so that definitely feels like a headfake from where I’m sitting. The dollar lost more vs the euro than oil gained against the dollar. Gold and silver have somewhat more solid looking gains, but that’s against the same feverish buck, so what does it really mean? We’ll have to wait and see.
Wednesday, December 10, 2014
Trading Some Gold For Silver / Commodities / Gold and Silver 2014
By: Mike_Shedlock
Last Friday I decided the gold:silver ratio was so out of line that I swapped some of my gold for silver. The ratio is a measure of how many ounces of silver it takes to buy an ounce of gold.
Exchange Rate
My exchange rate last Friday was as follows: "USD 38.2355/goldgram & USD 16.3589/silver ounce" where 1 gram (g) of gold Equals 0.032 troy ounces (oz t) in gold.
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Wednesday, December 10, 2014
Norway's Falling Crude Oil Output / Commodities / Crude Oil
By: OilPrice_Com
New oil projects are being scrapped in Norway amid falling production and low oil prices.
Long held up as the model for managing oil abundance, Norway has painstakingly sought to prevent the problems that occur with other natural resource-based economies, such as corruption, slow economic growth, currency appreciation, and subsequently, deindustrialization.
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Wednesday, December 10, 2014
Physical Gold and Silver vs. Paper Gold and Silver: How Much Markup Are You Willing to Pay? / Commodities / Gold and Silver 2014
By: Mike_Shedlock
I am a gold bull, but I am also concerned about seriously misleading hype regarding alleged shortages.
For example, a friend recently emailed an article that contained this claim: Gold Selling for at least 50% over Spot in Asia-Rob Kirby.
Read full article... Read full article...According to Rob Kirby "In the Asian market, if you could find physical bullion as cheap as spot plus 50%, you'd be doing really, really, really well and you'd be hard pressed to find serious tonnage at that price in Asia."
Wednesday, December 10, 2014
Crude Oil and the War Cycle 2015 and Beyond / Commodities / Crude Oil
By: Clif_Droke
This year witnessed the bottom of one of several components of the 120-year cycle of inflation and deflation. The cycle to which I'm referring is the 24-year cycle. Of particular relevance is that this cycle answers to the cycle of war.
Since 1894 when the previous 120-year Grand Super Cycle bottomed and a new one began, there have been four military conflagrations at each subsequent bottom of the 24-year cycle. Most of these wars have been major in scope. The first such instance of war occurred in the years leading up to 1918, which saw the first 24-year cycle bottom of the current 120-year cycle. The 24-year cycle that bottomed that year saw the ending to the First World War. Remembering that the final "hard down" phase of the 24-year cycle approximates to almost two-and-a-half years, this represented roughly the second half of that major war, a war that involved the United States.
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