Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, May 14, 2014
Gold Price Doesn’t Fall Despite Dollar Rally – Finally a Show of Strength? / Commodities / Gold and Silver 2014
Briefly: In our opinion speculative short positions (half) are justified from the risk/reward perspective in gold, silver, and mining stocks.
Yesterday was another day during which the precious metals sector didn’t really decline (just a little) despite a move higher in the USD Index. Let’s check if the situation is bullish now (charts courtesy of http://stockcharts.com).
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Wednesday, May 14, 2014
Gold Price Long-term Forecast Using Statistics & Technical Analysis / Commodities / Gold and Silver 2014
Here is my gold prediction (silver and gold mining stocks, should be the same) looking forward 24 months.
Since the top in gold in 2011 gold has selling off. Depending on how you analyze the market, this 3 year sell off could be seen as consolidation within a major cyclical bull market or that it’s in a bear market. But know this, either way, the outlook is bullish, and all gold has to do is find a bottom here and rally above the $1400 per ounce level. This would kick start a major feeding frenzy of gold buying.
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Wednesday, May 14, 2014
Silver Was Not In a Bubble in 2011! / Commodities / Gold and Silver 2014
Conclusions
- The April 2011 silver price spike was NOT a bubble.
- The January 1980 silver price blow-off was a bubble, and it was materially different from the April 2011 price spike.
- I fully expect a bubble in silver – someday – but that day is months or years into the future.
- Prices for food, energy, silver, and gold are going up – broadly speaking – along with the national debt, money supply, and similar measures of debt and credit. Since we KNOW national debt will increase for the foreseeable future, plan on the prices for food, energy, silver, and gold increasing similarly.
Tuesday, May 13, 2014
U.S. Dollar 15-Year Cycle Decline Should Favor Gold / Commodities / Gold and Silver 2014
The Dollar is following an accurate 15-Year Cycle which is made of five 3-Year Cycles. On the following chart you can see that we are currently in the 15-Year Cycle that began in 2008. The current 3-Year Cycle that began in 2011 did not make new highs above the previous 3-Year Cycle that began in 2008 which puts the 15-Year Cycle in decline. As a result the current 15-Year Cycle has probably already topped and the following 3-Year Cycles should make lower highs and lower lows. The Dollar Index should therefore decline during the next ten years until the next 15-Year Cycle Low due in 2023.
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Tuesday, May 13, 2014
Gold and Silver Big Picture / Commodities / Gold and Silver 2014
We’ve been focusing in on the shorter term charts for the precious metal complex for some time now which is important but we also need to keep a very close eye on the bigger picture as that over rides the shorter term charts. You really have to know the big picture and then work your way back to the shorter term time frames that help confirm what the long terms are saying. Unless your a very short term trader then the long term charts won’t impact your trades that much. By looking at the long term charts they can still give you some clues you can use to help make a decision on where one might look for important support or resistance zones that don’t show up on the minute charts. So for me looking at all the different time frames helps paint a much clearer picture that one can use to trade any time fame they choose. Perspective.
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Monday, May 12, 2014
Breakthrough in Crude Oil Price Only A Matter Of Time / Commodities / Crude Oil
On Friday, crude oil hit an intraday high of $101.18 supported by ongoing concerns over tensions in Ukraine. Despite this improvement, the commodity reversed and lost 0.20% as weaker-than-expected economic data from China and a stronger dollar weighted on the price. Because of these circumstances, light crude erased earlier gains and temporarily slipped below the psychological barrier of $100 once again. Is it enough to trigger another sizable downswing?
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Monday, May 12, 2014
Not All Gold Is Created Equal: Know Before You Buy / Commodities / Gold and Silver 2014
Peter Krauth writes: If you own gold, or are thinking of buying some, here's something you need to consider...
It's not all the same.
Some, like fake gold-painted lead ingots, have no value whatsoever.
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Sunday, May 11, 2014
Buy Gold at $70 Below Melt Value... / Commodities / Gold and Silver Stocks 2014
Dr. Steve Sjuggerud writes: It's the best legal way to BUY and SELL gold that I've ever seen...
Right now, we have an incredible window of opportunity... There's a way you can buy gold at roughly $70 off melt value – a 6% discount.
It's the best way to buy gold right now.
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Saturday, May 10, 2014
Gold And Silver - Rally Or Not? War Or Not? Probably Not For Both / Commodities / Gold and Silver 2014
The elites want war. Will they get war?
In the past, it was a slam dunk. There was no nation strong enough to oppose the elite's weapons of mass destruction, aka debt and the US military. How things have changed. The failed Western banking system is way past its expiration date. All the elites horses and all the elites men can never put back this broken derivative mess again.
War has always been the go-to tactic for the Rothschild-driven control-the-world- mentality. From the spawned chaos arising from their carefully chosen plan[s] for instigating war[s], not only would they ultimately prevail in their sick objective of manic control, they would make a ton of money and grow their operations even more.
Friday, May 09, 2014
Tesla’s Gigafactory Could Power Up Lithium and Graphite Producers / Commodities / Lithium
Summary
- The correction in the lithium ETF may be an opportunity for long-term believers in the electrification of automobiles.
- Fundamentals are excellent as demand could double over the next 3-5 years for lithium ion batteries.
- In addition to electric cars, lithium ion batteries power our smartphones, tablets, laptops and smart grids.
- Tesla's announcement to build a factory in the Western US could be game changer for the lithium and graphite sectors.
- Lithium and Graphite miners, manufacturers and producers could rise in value exponentially.
Friday, May 09, 2014
Deep State of Silver and the Ultimate Loss of Control / Commodities / Gold and Silver 2014
Silver is a basket case in terms of paper prices and the emotions that come with it. Of course, the metal itself, (when held out of the system in personal position) does not do much at all. It is worthwhile to keep this in mind during the next inevitable illegally induced price move lower, and to check to see that your metal hasn't "done much".
While silver isn't the only strategic metal, it is certainly special in its unusual supply and demand character compared with its depressed price.
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Friday, May 09, 2014
Natural Gas Pipeline Macrame Game In Ukraine / Commodities / Natural Gas
An Unglorious Mess
Usually away from the microphone, natural gas experts say that “pipeline corridor country” Ukraine in fact heavily needs a pipeline rationalization program. The country is oversupplied with a patchwork accumulation of lines built up over decades, which are under-used (and badly maintained). And as we and the IMF know, Ukraine cannot pay for the gas it takes from Russia.
Friday, May 09, 2014
How to Exploit the Coming Natural Gas Export Explosion / Commodities / Natural Gas
There's more than one way to invest in energy, and you don't have to choose between majors and juniors. Frank Curzio, editor of the Small Stock Specialist newsletter, tells us exactly why every investor needs a diversified portfolio of juniors, large-cap oil and gas producers and natural gas services. In this interview with The Energy Report, Curzio talks of a shifting political climate and why it could mean a massive boom for U.S. natural gas exports. Don't let yourself be caught out in the cold when the natural gas market catches fire.
The Energy Report: Frank, will the ongoing crisis in Ukraine keep oil prices above $100/barrel ($100/bbl)?
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Friday, May 09, 2014
Gold Stocks Rolling Over to Early Summer Low / Commodities / Gold and Silver Stocks 2014
Last week we speculated that a decline in May would create an opportunity. We concluded: The near term prognosis looks cut and dry. Until proven otherwise the short-term trend is down. If that is confirmed in the coming days then let these markets fall to strong support before buying. The Ukraine-induced alleged safe haven bid for Gold could be starting to come out of the market. Regardless of the cause, the charts for the miners (and Gold) continue to urge caution as lower prices are likely ahead before the next major turn.
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Thursday, May 08, 2014
Gold, Silver and Big Cap Tech, The New Odd Couple / Commodities / Gold and Silver 2014
Before we look at some charts tonight I would like to follow up on a post Sir SA Viking did at the Chartology Forum today about not trading in the first 30 minutes of a new trading day. He is absolutely correct. If you've been trading in the markets for any length of time then you have heard the expression that the first 30 minutes of trading is for amateurs. The reason for this old adage is because a lot of amateurs will trade on the previous days price action and have to get in a trade no matter what. Many times you will see the smart money fade the open after the first half hour of trading trapping the new guys that just had to buy. The only time I will trade in the first half hour is when we have a nice profit and the price action is close to a price objective that was laid out previous. I will usually try to sell in the first 15 minutes if possible.
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Wednesday, May 07, 2014
Gold Prices Coming to the End of Bear Phase / Commodities / Gold and Silver 2014
Background
It’s been almost 30 months since the gold bull hit the dizzy heights of $1900/oz back in August 2011, sending many of us into raptures. However, it has been a very different story since then with gold slipping to a low of $1180/oz in June 2013 before bouncing higher to almost touch the $1400/oz level. Fast forward to today and we have gold trading at around $1310/oz level, having tested the June bottom around Christmas time 2013. Many believe that the bottom is now in and the bull has resumed charge, with the bears being exhausted. We would like to agree with them but we are still of the opinion that a challenge to the June lows could still lie ahead of us.
Tuesday, May 06, 2014
Time to Admit That Gold Peaked in 2011? / Commodities / Gold and Silver 2014
Have you seen this “real price of gold” chart that’s been making waves? Among other things, it purports to show the gold price adjusted for inflation over the past 223 years. Notice the 1980 vs. 2011 levels.
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Monday, May 05, 2014
2014: Year of Commodities (May) / Commodities / Commodities Trading
Thus far in 2014, April ended on schedule and May arrived as expected. Well-placed sources, wishing to remain anonymous as they are not at liberty to speak on the matter, suggest that June will also arrive on time. That seems to sum up the only accurate components of the consensus forecast for 2014. As the chart below portrays, just about everything else continues to do the opposite of what was generally expected by the popular seers on the future.
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Monday, May 05, 2014
Gold, What About The Precious Metals Stocks Complex? / Commodities / Gold and Silver Stocks 2014
Before we look at the weekend charts I would like to quickly go over our three portfolios as some of you think I maybe not managing the risk portion correctly. As you know we have three portfolios made up of three different types of stocks. The Junior Portfolio is for the small cap PM stocks. The Model Portfolio is made up of the bigger cap stocks that can be precious metals stocks or stock market stocks or etf.s. The Kamikaze Portfolio is the speculative portion of the three portfolios , in which we generally trade the 3 X etf's.
Right now the Junior Portfolio is 100% cash waiting to be invested when the time is right. If you recall we caught part of the December to the March rally where we were 100% invested. After the March top we went to 100% cash with a small profit.
Monday, May 05, 2014
Safe Havens Since The Great Financial Crisis / Commodities / Gold and Silver 2014
How have the traditional safe havens performed since the great financial crash of 2008 / 2009? What can we expect from the traditional safe havens going forward? Those are the two questions we try to answer in this article.
The safe havens we look at in this article are the US Dollar, US Treasuries, gold and the Yen. Obviously, with a never seen amount of debt backing the US dollar and the Yen, some would (rightfully) question their safe haven status. However, the reality is that the market is considering them safe havens, because of a lack of globally accepted alternatives.
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