Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, September 09, 2014
Gold and Silver Potential Price Meltdown Scenario / Commodities / Gold and Silver 2014
I believe last week marked an important turning point for the precious metals stocks. After two months of chopping in a tight trading range GDM, which I'm going to us as a proxy for the big cap precious metals stocks, finally broke below the critical brown shaded support and resistance zone. This was a big deal for me as now all those bottoms that had been holding support should now offer important resistance on any backtest.
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Monday, September 08, 2014
Gold Price at $1,500 by Christmas? / Commodities / Gold and Silver 2014
Gold and silver prices are being repressed by central banks, but Sprott Asset Management's Charles Oliver argues that demand pressure will cause this dam to burst sooner rather than later. As a result, he expects big increases in the prices of gold and especially silver, with a corresponding recovery of small- and mid-cap precious metal equities. In this interview with The Gold Report, Oliver discusses several companies likely to prosper thereby, most of which will be profitable now, even at current bullion prices.
The Gold Report: Gold continues to languish under $1,300 per ounce ($1,300/oz), even as full economic recoveries in the U.S. and the European Union (EU) have yet to occur, despite trillions in new debt and stimulus. Meanwhile, we have two wars in the Middle East that could escalate, as well as reports that Russian troops are in Ukraine. With all that in mind, do you think that gold's fundamentals are less important than they once were, or is the price of gold being held back by other factors?
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Monday, September 08, 2014
No Power, No Peace - It’s the Lack of Energy That Shapes the World and Moves the Markets / Commodities / Energy Resources
Dr. Kent Moors writes: As everyone remains focused on the price of crude, the wider energy market is headed for a serious shortfall.
In fact, in the course of my global work, it's impossible not to recognize that there is a new energy crisis quickly developing in other parts of the world.
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Monday, September 08, 2014
Gold and Silver Stuck Inside of the CME with the COMEX Blues Again / Commodities / Gold and Silver 2014
Precious metals prices remain range-bound over the short-term after a devastating three year run.From a technical standpoint, it doesn't look great; we are stuck in this limbo of tightly controlled price limbo while the world continues to melt apart for the 99.9%.
Monday, September 08, 2014
Gold and Silver Price Ready To Go BOOM / Commodities / Gold and Silver 2014
The wait for the next leg up in both gold and silver has been excruciating. Many bulls are losing hope and the number of bears appears to be increasing. As for me, I remain rock solid. I hold long silver positions and I must say I am not worried one iota. Of course I could be wrong. I seriously doubt it though. Let's see why.
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Sunday, September 07, 2014
Gold And Silver New World Order of Deceit, Debt, and War. PMs A Casualty / Commodities / Gold and Silver 2014
[Last week, we said, "Next week, we will cover a brief history, a track record of the Rothschild banking dynasty that has controlled all Western countries for a few centuries." See Elite's NWO Losing Traction. Expect [More] War, at least as it pertains to the US.]
If you want to know why your holdings of physical gold and silver have remained under suppression, it is because both are anathema to paper fiat currencies, and the ones who are in control, the moneychangers, will not tolerate competition against their fiat Ponzi monopoly scheme. Not until the elite bankers lose control of the fiat US "dollar" can you expect to see dramatic price increases for gold and silver, irrespective of any and all fundamentals and more widely recognized efforts of manipulation.
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Saturday, September 06, 2014
Gold and Silver Miners Break Down as U.S. Dollar Soars / Commodities / Gold and Silver Stocks 2014
Briefly: In our opinion no speculative positions in gold, silver and mining stocks are now justified from the risk/reward perspective. However, day-traders might consider a small speculative long position in silver.
Even though gold didn't react strongly to Mario Draghi's comments, a lot happened in the precious metals market yesterday. We finally saw a breakdown in mining stocks and we saw an extreme daily rally in the USD Index. As you know, the USD Index very often triggers significant moves in gold. Even though the last 2 days didn't bring any changes, the situation has just become very tense for the precious metals investors and traders. What are the implications for your precious metals investments and trades?
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Saturday, September 06, 2014
The Truth About Where Gold Price Is Headed / Commodities / Gold and Silver 2014
I will be honest, it has been a long time since I have been excited about gold, but I am starting to like gold once again. I had grown too bored to care what gold did. With the bull market top in 2011, and four years later price continues to founder can you blame me?
Let me start out by painting a picture for you. This is my technical analysis overlaid on the price of gold. This simply gives you a visual of were the price of gold is trading.
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Saturday, September 06, 2014
Palladium Hitting New Highs While Gold and Silver Test Lows / Commodities / Palladium
Summary
- Gold, Silver and the junior miners are undervalued hitting three year lows.
- US dollar, stocks, bonds and equities hitting major highs trading at high valuations as a supposed safe haven.
- Beware of Black Swan events which come out of nowhere. This could cause capital to flow out of equities into hard assets.
- Palladium is in a major uptrend in 2014, outperforming all the precious metals.
Friday, September 05, 2014
The Great Silver Price Subsidization / Commodities / Gold and Silver 2014
Understanding precious metal price reality is like walking through a house of mirrors.
I spend a lot of time examining eyeballs. The magnification required to focus light on the retina is very strong. This causes an inverted image.
What I see in the lower right of my view is actually the upper left area of the patient's eye.
Friday, September 05, 2014
Short-Sellers Driving Gold and Silver Prices / Commodities / Gold and Silver 2014
Gold and silver had a bad week, with gold falling $25 to a low of $1262 by the Comex close yesterday, and silver by $0.50. This morning UK-time prices opened a little better on overnight physical demand, no doubt stimulated by those lower prices. The background to this poor performance was dollar strength relative to weak currencies, with the yen, euro and pound all declining sharply.
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Friday, September 05, 2014
Gold, Silver Market Strong Reversal Augurs for Rough September / Commodities / Gold and Silver 2014
In recent weeks we wrote about the ongoing consolidation in precious metals miners. We touched on the history of September, not as a bullish month but as an important inflection point. With the miners holding up well and Gold still holding its lows we thought a breakout could be coming. Yet we've been whipsawed before. Several times over the past year (and as recently as late July) we've written about the possibility of a final low in Gold to precede the next impulsive advance in the miners. These scenarios came to a major head this week and the nasty decline across the entire sector suggests the bears are back for one last time.
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Friday, September 05, 2014
Remember, Remember, Gold in September / Commodities / Gold and Silver 2014
In American poet W. S. Merwin’s poem “To the Light of September,” the speaker calls the ninth month “still summer,” yet with a “glint of bronze in the chill mornings.”I agree—to an extent. Here in San Antonio, Texas, home of U.S. Global Investors, we’re most definitely still in the summer season. But in the investing world, when we talk about September, there’s a glint not of bronze but another precious metal: gold.
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Friday, September 05, 2014
The Energy Crisis No One is Talking About / Commodities / Energy Resources
Dr. Kent Moors writes: As everyone remains focused on the price of crude, the wider energy market is headed for a serious shortfall.
In fact, in the course of my global work, it’s impossible not to recognize there is a new energy crisis quickly developing in other parts of the world.
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Thursday, September 04, 2014
Gold Model Projects Prices From 1971 – 2021 / Commodities / Gold and Silver 2014
Gold persistently rallied from 2001 to August 2011. Since then it has fallen rather hard, down nearly 40% at one point, but it currently looks ready to rally for the balance of this decade.
WHY SHOULD WE EXPECT THAT GOLD WILL RALLY?
The answer, in my opinion, can be found in my gold pricing model that has accurately replicated AVERAGE gold prices after the noise of politics, news, high frequency trading, and day to day “management” have been removed by smoothing.
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Thursday, September 04, 2014
Overpriced Oil – The Fundamental Facts / Commodities / Crude Oil
Andy Hall Takes a Bet
Sometimes dubbed the Billionaire Better who always gets things right, Andy Hall has come out swinging. Bloomberg, September 3, reports Hall as saying US shale oil (and even shale gas) “are a dud” and will play down and out much faster than most people think. Hall says there is no way that either US or world oil prices can erode down to around $75 a barrel. He says barrel prices will be closer to $150 within 5 years, by at latest 2019. Hall is buying long-dated oil futures contracts to as far out as 2019 on that basis
Thursday, September 04, 2014
Stronger U.S. Dollar Implications for Crude Oil Price / Commodities / Crude Oil
Trading position (short-term; our opinion): In our opinion no positions are justified from the risk/reward perspective.
On Tuesday, crude oil lost 2.70% as the combination of disappointing Chinese data and stronger U.S. dollar weighed on the price. Because of these circumstances, the commodity bounced down the medium-term resistance zone and approached the recent lows. Will they withstand the selling pressure?
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Thursday, September 04, 2014
Gold and Silver Price False Break Lows? / Commodities / Gold and Silver 2014
Both gold and silver have embarked on early week moves down. These moves reek of attempts to flush out the weak hands. Many of those bulls still remaining would surely have a good case of the heebie jeebies right about now. While I am also a bull, currently holding long silver positions, I have found the move less intimidating as I was expecting these downmoves. Although I must admit to getting a slight twitch come the end of trading on Tuesday! Let's investigate.
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Thursday, September 04, 2014
George Soros Signals Argentina’s Shale Oil and Gas is Biggest Place to Be / Commodities / Shale Oil and Gas
One of the world’s legendary investors is upping his bet on Argentina’s shale oil and gas industry in a show of confidence for shale production in South America’s largest unconventional prize —and a big boost for both supermajors and smaller players making big waves in the heart of new discovery areas.
George Soros has doubled his stake in YPF SA, the state-owned oil company in Argentina, which sits atop some of the world’s largest shale oil and gas resources, and is about to get even larger following a new discovery over the last couple of weeks of a second key shale play.
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Wednesday, September 03, 2014
Gold’s Price Plunge, U.S. Dollar and CCI / Commodities / Gold and Silver 2014
Briefly: In our opinion no speculative positions in gold, silver and mining stocks are now justified from the risk/reward perspective. However, day-traders might consider a small speculative long position in silver.
The precious metals sector moved sharply lower yesterday – in tune with its medium-term trend. The decline was to a large extent connected with the breakout in the USD Index. It seems that it is the U.S. dollar that will determine the short-term moves in PMs and miners in the coming days and in today’s alert we focus on this relationship. The CCI Index seems to be in a particularly interesting position as well and this is something that gold & silver traders should be aware of.
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