Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, June 02, 2014
Axel Merk - Why I launched OUNZ, the deliverable Gold ETF / Commodities / Gold and Silver 2014
By: Axel_Merk
InvestmentNews calls it "the gold bug's dream ETF" -- well, gold bugs come in various shades of gold, and some of them may be difficult to please. I had the more modest goal of bringing to market a physical gold ETF that addresses some of the perceived shortcomings of other ways of investing in gold. I'll share some of the amazing journey behind the new Merk Gold Trust, a gold ETF that allows investors to take physical delivery of the gold represented by their shares, recently launched on the NYSE.
Monday, June 02, 2014
Gold Ratio Charts are Speaking...Are You Listening? / Commodities / Gold and Silver 2014
By: Rambus_Chartology
In this report I would like to compare gold to some of the more important markets to get a feel for the bigger picture that seems to be shaping up or gold. During gold's bull market years it generally was stronger than most areas of the markets but since the 2011 high that has changed significantly. Gold has been under performing just about everything to a certain degree. The picture I'm going to try and convey to you is gold still has a lot of work to do on the downside before it can put in a long term low. We can see short to intermediate term rallies at anytime but to get a bear market bottom gold is going to have to start showing some strength compared to a lot of areas in the markets.
Saturday, May 31, 2014
Gold And Silver - Debt Is Trouncing Precious Metals, For Now / Commodities / Gold and Silver 2014
By: Michael_Noonan
Animal Farm and 1984, meet 2014. The Western world no longer makes any sense, and common sense has been sidelined for decades. It is lies, deceit, and debt ruling supreme. The "American Way" [which once was a standard for emulation] is now a source of embarrassment, advanced by the bankrupt federal government doing the bidding of the moneychangers, those who adhere to and hide behind the Rothschild formula. What is that formula? It has been expressed here on several occasions:
Give me control of a nation's money, and I care not who makes the laws." ~ Mayer Amschel Rothschild.
Saturday, May 31, 2014
Gold and Silver - Why The State Might Prefer a Purely Digital Form of Fiat Money / Commodities / Gold and Silver 2014
By: Jesse
It's like there was never anything here but jungle." - Rust Cohle, True Detective
Gold and silver took it on the chin for this week, as we welcome the active month of June. Read full article... Read full article...
Friday, May 30, 2014
Gold and Silver Price Moving Closer to Bottom / Commodities / Gold and Silver 2014
By: Jordan_Roy_Byrne
Though precious metals are rallying on the day we penn this, we expect more downside before a final bottom or at least before we'll exit hedges and begin buying. Since the hard reversal in March we've had the view that precious metals would decline and the miners could retest their December lows. We've held firm on this belief in recent weeks and wrote that a May decline could setup a June buying opportunity. Our analysis leads us to believe we are almost there but not quite yet. A little bit more patience is required.
Friday, May 30, 2014
Crucial Days Ahead for Bitcoin / Commodities / Bitcoin
By: Mike_McAra
To the point: we don’t support any short-term position in the Bitcoin market.
Amazon has been granted a patent which mentions the possible use of Bitcoin by the company, CoinDesk reported yesterday. Bitcoin and other cryptocurrencies could be used by Amazon Web Services, Amazon’s cloud computing platform, to accept payments.
Read full article... Read full article...
Friday, May 30, 2014
Top Mexican Mid-Tier Gold Stocks / Commodities / Gold and Silver Stocks 2014
By: Zeal_LLC
Mexico has been a popular destination for mining companies seeking out their fortunes amidst gold’s secular bull market. And considering the huge lack of modern exploration across its rich precious-metals belts, some of the first movers like Alamos Gold have found smashing success.
Since 2003 Mexico’s gold production has increased by a whopping 390%. This equates to a 2.5m+ ounce increase in annual output, which has vaulted this country to #8 in the global ranks. Alamos Gold’s Mulatos mine has been a big contributor to this growth, with 1.2m+ ounces produced since 2005. And with total resources remaining of 4.9m ounces, it still has a long life ahead of it.
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Friday, May 30, 2014
Gold Price in a Fix / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
Last week the UK’s Financial Conduct Authority fined Barclays for rigging the gold price at a gold fix for the disadvantage of a customer and the benefit of the bank’s book. This news could not come at a worse time for the London Bullion Market and the London Gold Market Fixing Limited, the company directly responsible for the twice-daily fix. It may well lead to the end of the gold fix, the silver fix already being axed in August. Read full article... Read full article...
Friday, May 30, 2014
HUI Gold Bugs Low Imminent / Commodities / Gold and Silver Stocks 2014
By: Austin_Galt
With the gold price recently embarking on its next move down, I thought it would be a timely opportunity to investigate the AMEX HUI Gold Bugs Index and see if anything can be gleaned from is chart.
Thursday, May 29, 2014
The Elephant Wearing a Silver Necklace / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
It's no secret that demand for the U.S. Mint silver eagles coin has been unprecedented. It is a walk back through memory lane following the 1986 confirmation of the growing (exponential) popularity of the legal tender coin program.Many are left these days scratching their heads about who is buying all these coins. Retail demand seems soft at best, with stable coin premiums relative to times of relative shortage.
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Thursday, May 29, 2014
Ukraine: The Real Energy Crisis Starts in June / Commodities / Ukraine Civil War
By: OilPrice_Com
Kiev is feeling emboldened by the successful election of a new Ukrainian president and a bloody surge against separatists in the east, but in just a few days, Russia says it will twist the gas spigot, and there's very little Kiev can do to stop that. On June 3, Russia plans to reduce the gas supply to Ukraine — and hence, to Europe — if Kiev has failed to pay in advance for next month's gas deliveries, the price for which has been doubled as a result of the political crisis.
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Thursday, May 29, 2014
Gold and Silver - What Everybody Wants Nobody Gets / Commodities / Gold and Silver 2014
By: Rambus_Chartology
Tonight I would just like to look at some random PM charts, in no special order, to get a feel of where we are in the near to long term look. As you know the PM complex finally broke down from their two month consolidation patterns which is part of a bigger 10 month consolidation pattern. In most cases the consolidation patterns have a down slopping look to them that tells me the price action wants to head lower. In a normal downtrend a consolidation pattern will form sideways like a triangle or rectangle or will slope up against the downtrend such as a bear flag that has a higher high and higher low before it gives way to the downside.
Thursday, May 29, 2014
Gold, Silver Market Manipulators at it again - MAP Wave Analysis / Commodities / Gold and Silver 2014
By: Marc_Horn
Today the biggest market manipulators have been at it again! Yes our dear government regulators! Trading in gold and silver were halted on NYMEX!How on earth do they think this is going to stop the continued drop in gold and silver? Well as long as they halt trading is about as long as the manipulation will last plus a bit for who ever's arms they can twist to help them..... and then the bigger trend will just carry on! DOWN.
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Wednesday, May 28, 2014
The Nickel Supply Squeeze Is Just Getting Started / Commodities / Nickel
By: Investment_U
Back in January, I wrote a column explaining the supply-demand squeeze in nickel.
One way I suggested to play the nickel squeeze, the iPath Dow Jones-AIG Nickel Total Return Sub-Index ETN (NYSE: JJN), is up 38% from my recommendation.
Did you buy that fund? Well, if you didn't, there's no need to kick yourself.
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Wednesday, May 28, 2014
Nickel, Palladium and Platinum Metals Outperforming in 2014 / Commodities / Metals & Mining
By: Jeb_Handwerger
Summary
- Platinum, Palladium and Nickel are outperforming the S&P 500 by a wide margin in 2014.
- The relative strength is fundamentally due to declining supply from key regions such as South Africa, Russia and Indonesia.
- Growth for Platinum, Palladium and Nickel is very strong especially in growing economies in Asia which need catalytic converters and stainless steel.
- China has hardly any domestic PGM or nickel production. They must import.
- Focus on advanced PGM/Nickel development projects in stable jurisdictions in North America.
Wednesday, May 28, 2014
The Achilles Heel of the Russian-Chinese Natural Gas Deal / Commodities / Natural Gas
By: Money_Morning
Dr. Kent Moors writes: Pundits have been quick to label last week’s mammoth gas deal between Russia and China as “historic.”
That may be true. But the fact is there are a number of important elements in the $400 billion agreement that have yet to be decided.
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Tuesday, May 27, 2014
Gold & Silver Price More of the Same – For How Long? / Commodities / Gold and Silver 2014
By: P_Radomski_CFA
Briefly: In our opinion speculative short positions (half) in gold, silver, and mining stocks are justified from the risk/reward perspective.
The history repeats itself once again – gold just attempted to move higher but failed to ignite anything more than a small daily rally. Let’s see if there’s anything that this can tell us (charts courtesy of http://stockcharts.com).
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Tuesday, May 27, 2014
Silver to Gold Ratio: 27 Years of Price Data / Commodities / Gold and Silver 2014
By: DeviantInvestor
Statistically, gold and silver prices closely follow each other. But what is more important is the ratio between silver and gold and the trend of that ratio.
Examine the following chart.
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Tuesday, May 27, 2014
Agri-Foods Dramatic Price Rise During 2014 / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Agri-Commodities Prices Winning - Or, how long does it take the Street to identify an elephant in the room? Apparently the answer to that question is a time period longer than should be the case. As portrayed in the chart below, Agri-Food prices have been rising fairly dramatically thus far this year. With an average gain of about 10% since the beginning of the year, eating is becoming far more expensive. Rather than a short-term phenomenon, higher prices for Agri-Foods over time are part of the future, an unavoidable one.
Monday, May 26, 2014
Silver Price Set To Stun / Commodities / Gold and Silver 2014
By: Austin_Galt
Where to begin with silver? I guess there is no better place than the yearly chart. Let’s have a look.
YEARLY CHART