Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Saturday, October 04, 2014
Gold And Silver - Elites V Gold: Still No Contest / Commodities / Gold and Silver 2014
Without question, the least understood, least visible force that affects almost everyone's lives, certainly in the Western world, is that of the elites, the moneychangers, the relative handful that controls everything, from the BIS, IMF, and down to the central bankers. These individuals remain nameless and faceless, but their roots are founded by that widely known banking clan, the Rothschilds.
There has been an increase in the vague awareness of the elites acknowledged as forces that control everything, but by and large, such people are pseudo-intellectually aware, a part of the "crowd" that professes to know more than the average individual [which is an easy accomplishment, anyway], but in effect it is a false sense of awareness because these individuals otherwise lead a similar life to the less informed. Both groups remain a part of the "system," maintaining bank accounts, use of credit cards, registered to vote, in fact registered to do everything to meet the requirements of the system that keeps everyone suppressed.
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Saturday, October 04, 2014
Gold Price Look Out Below / Commodities / Gold and Silver 2014
Gold experienced a spectacular bull market run from its low at $250 an ounce in 2001 to its peak above $1,900 an ounce in 2011. Its long bull market was largely supported by expectations that the Fed’s easy money policies would create spiraling inflation, of which gold, the historical hedge against inflation, would be the big benefactor.
However, spiraling inflation did not materialize. In fact, inflation remained quite benign, and in 2011 gold gave up on the idea. It rolled over into a 37% bear market decline to $1,200 an ounce.
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Saturday, October 04, 2014
Gold and Silver to Face More Body Blows / Commodities / Gold and Silver 2014
Gold has broken below $1200 this morning in what should begin the final breakdown. In weekly and monthly terms $1200 was the remaining support. Sure Gold could bounce from $1180 but todays breakdown is more significant. Both metals are now in breakdown mode while the mining stocks continue to slide. There is more downside ahead and bulls should continue to stand aside before a favorable buying opportunity emerges.
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Saturday, October 04, 2014
The Sound Money Business: Four Years Past and Future Forecast / Commodities / Gold and Silver 2014
Yesterday, I launched a new website and announced the rebranding of my gold bullion dealer from Euro Pacific Precious Metals to SchiffGold. I started this company four years ago to provide a trustworthy option for my Euro Pacific Capital brokerage clients, but it has since grown to become a major US gold dealer in its own right. This landmark for my company comes in the midst of a historic time for the precious metals. The past four years have had highs and lows. We have been experiencing the inflation of remarkable new asset bubbles, and gold’s response has been mixed. But I have reason to believe that over the next four years, gold and silver investors will witness shocking macroeconomic events that put to rest any doubts about the importance of having sound money in every portfolio.
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Friday, October 03, 2014
Nevada’s Newest Gold Miner / Commodities / Gold and Silver Stocks 2014
Nevada is well known as the United States’ top gold-mining jurisdiction. The numerous mines within its massive gold trends combined to produce a whopping 5.4m ounces in 2013, which accounted for 74% of total domestic output. This output ranks Nevada as the world’s fourth-largest gold producer, behind only the countries of China, Australia, and Russia.
With Nevada’s geopolitically-stable mild desert region pumping out more gold than global juggernauts South Africa, Peru, and Canada, it is naturally a top destination for mining companies looking to hit it big. And emerging producer Midway Gold has hit the trifecta with a trio of advanced-stage projects poised to add to Nevada’s gold-mine tally.
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Friday, October 03, 2014
Gold & Silver Shorts, Failing Economies and The Quarter-End / Commodities / Gold and Silver 2014
Precious metals have faced adverse weather as evidence mounts that major economies may be sliding into recession. Yesterday the ECB finally responded to the deteriorating situation in the Eurozone by announcing a discretionary form of QE to last up to two years if necessary. The only clues are the ECB will buy in covered bonds and asset backed securities issued in euros in the Eurozone with an objective to increasing the ECB's balance sheet by about €1 trillion.
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Friday, October 03, 2014
Gold Price Q4 Outlook as Global Bond Market On Edge Of “Cliff” / Commodities / Gold and Silver 2014
The current U.S. bond market faces a "liquidity cliff" and looks like an asset "bubble" that could burst when interest rates start to rise, according to the senior U.S. securities regulator. This is something we have been warning of in recent months.
The consequences of the bursting of the bond bubble would be rising interest rates, which would likely impact property and stock markets and benefit safe haven gold bullion.
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Friday, October 03, 2014
Gold, Comfort, Karma, and Money Velocity / Commodities / Gold and Silver 2014
I keep hearing..."You don't want a world where silver is $350 or gold is $10000".
Maybe not. But the probability of that happening, with all the "known, knowns" of risk - make it crucial to own some amount just in case.
Obviously, you know this as well as anyone. And no one wants chaos, suffering, and war. Just as no one wants a world of extreme, speculative excess that is so dangerous and extreme that very little remains of a real economy.
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Friday, October 03, 2014
The Best Way to Play Crude Oil Right Now / Commodities / Crude Oil
Dr. Kent Moors writes: As I’ve been noting for some time now, making money in the energy sector is no longer pegged to higher crude oil prices.
In today’s environment, picking winning oil stocks is more about where a company drills, how it manages its assets and operations, as well as the broader flow of supply and demand.
In this case, it’s all about selecting the right target – companies that are built to weather the inevitable dips in the price of crude.
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Friday, October 03, 2014
U.S. Will Never Stop Importing Oil, but We May Start Exporting / Commodities / Oil Companies
Horizontal drilling and fracking have opened new opportunities for investing in domestic energy, whether for pure-play explorers in developing shales, producers in mature areas, or service companies opening up the monster wells. Oil and Gas Investor Editor-in-Chief Leslie Haines has been following the revolution for nine years, and agreed to share with readers of The Energy Report the names of some beneficiaries of new technology's multiplier effect.
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Friday, October 03, 2014
HUI Gold Stocks Analysis / Commodities / Gold and Silver 2014
In February of 2013 we noted the big fat HEAD on the HUI’s massive H&S pattern. It was reviewed again in April of 2013 after it broke the neckline in a very bearish move. Mr. Fat Head’s technical objective was and is 100.
Why is this being revisited? Because I have gotten a couple emails noting that it is showing up again out there amidst the very bearish backdrop. If anything, if every gold bug on the planet is planning for 100, the ingredient is in place for this final indignity that they are so well prepared for, to maybe not happen.
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Thursday, October 02, 2014
Gold to Silver Ratio - Sentiment / Commodities / Gold and Silver 2014
The gold to silver ratio (GSR) acts like a sentiment indicator. When the GSR is low both gold and silver are usually running upward and strong. When the ratio is high, like now (Sept. 30, 2014), gold and especially silver are priced low and disinterest is nearly universal.
This is my anecdotal interpretation of silver & gold sentiment from a high of 10 to a low of 1:
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Thursday, October 02, 2014
Trading Impulse Moves in Gold and Silver Stocks / Commodities / Gold and Silver Stocks 2014
For the last two months, and especially the month of September, I've been trying to prep you for the impulse move that we currently find ourselves in right now. You don't have to wait any longer wondering when it's going to begin. We've been in this impulse move down since the last high was made on August 14th, which is the 4th reversal point in that blue triangle consolidation pattern, we've been following so close. I've been showing you countless H&S top patterns in all the big cap precious metals stocks a long with smaller consolidation patterns that are breaking out. I've shown you how the Japanese Yen and the eruo that have been collapsing and how closely gold and precious metals stock indexes are following the Yen lower. I don't know how I can make it any more clearer that the move we've been waiting for, for 15 months or so, is already six weeks old.
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Thursday, October 02, 2014
The World's 10 Biggest Energy Gluttons / Commodities / Energy Resources
Next time you get into your car and drive to the supermarket, think about how much energy you consume on an annual basis. It is widely assumed that Westerners are some of the world's worst energy pigs. While Americans make up just 5 percent of the global population, they use 20 percent of its energy, eat 15 percent of its meat, and produce 40 percent of the earth's garbage.
Europeans and people in the Middle East, it turns out, aren't winning any awards for energy conservation, either.
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Thursday, October 02, 2014
US Dollar is the Last Stop Before Gold and Silver Price Spike / Commodities / Gold and Silver 2014
David Morgan is interviewed by Butler On Business
Alan: Silver has been under pressure. We saw a little bit of a pop when Mario Draghi did his thing last week. This is an environment where precious metals should be off to the races and yet it's been down for gold... they are taking gold out to the woodshed.
David: As far as I'm concerned, and this is not about being right, or being stubborn, this is about my analysis, right or wrong. I really think this is the month where we are going to turn around, meaning that the bottoms for both metals could be tested. Silver broke below the $18.17 low that I have been talking about for a long time. The next level of support is the $17.50 area.
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Thursday, October 02, 2014
Gold Stocks Stealth Rally / Commodities / Gold and Silver 2014
Well, the headlines are rightfully bearish for gold, silver and the major precious metals stock indexes, ETFs and senior gold miners. The technical damage is real. Today's burst could be and probably is just short covering. [edit; post was mostly written before the end of day flop]
But improbably enough, there is a stealth uptrend going on in certain royalties, miners, developers and explorers. Believe me, if you could hear me talk instead of write you would not hear anything resembling desperation in my tone. That is because I have worked hard during this bear market to manage risk, stay strong and out of the bear's way. So I am not talking any sort of a book here other than my biggest picture view (an economic contraction environment that ultimately benefits the counter cyclical gold sector), which could still be out on the horizon.
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Thursday, October 02, 2014
Gold Will Surprise In More Ways Than One / Commodities / Gold and Silver 2014
Bob Loukas writes: Everywhere you turn today, gold is again being dismissed as a relic of the past, totally worthless, non-producing, with no place in any modern day portfolio. During the past 3 years, the gold complex has experienced the progressive stages of fear, capitulation, and despair, all classic bottoming phases of a long term Cycle. The question now is whether this high level of apathy is a symptom of a new secular bear market or a period of “stealth smart money” accumulation.
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Wednesday, October 01, 2014
Gold Is “Universally Acceptable” and Why China Is Buying - Greenspan / Commodities / Gold and Silver 2014
Alan Greenspan, former Chairman of the Fed, had an article entitled “Golden Rule - Why Beijing Is Buying” published in Foreign Policy, the journal of the influential Council on Foreign Relations in which he extols the virtues of gold as “universally acceptable.”
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Wednesday, October 01, 2014
Why China Thinks Gold is the Buy of the Century / Commodities / Gold and Silver 2014
Let's start with some big, but digestible numbers:
Read full article... Read full article...$3,950,000,000,000 = China’s total foreign exchange reserves
$1,250,000,000,000 = Value of the world’s 31,866 metric tonnes gold reserve at $1220/troy ounce
Wednesday, October 01, 2014
Forex Volatility Predicts Bottom in Gold and Silver? / Commodities / Gold and Silver 2014
Summary
- Volatility in foreign exchange market as investors flee euro and yen for liquid U.S. dollar.
- Euro and yen hitting multi-year lows. Inflation picking up outside US.
- US dollar seen as temporary safe haven. Could the US dollar be the next currency to decline?
- Precious metals and junior miners trading at historic discounts should be considered as an alternative to fiat currency.
- Deflations set the stage for hyper-inflations.