Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, May 16, 2014
Silver Stealth Buying / Commodities / Gold and Silver 2014
By: Zeal_LLC
Silver has suffered as a market pariah this year, dragging along doggedly near major lows. Investors have seemingly abandoned it to chase the Fed’s general-stock-market levitation, an affliction plaguing most of the alternative-investment realm. But rather provocatively, silver buying remains quite strong even in this dreary sentiment wasteland. This stealth buying will likely explode once gold starts running.
After silver plunged 35.6% in 2013 and hit 2.8-year lows, it’s easy to understand why it remains deeply out of favor today. With the Fed’s extreme money printing and jawboning dramatically catapulting general stocks higher, mainstreamers forgot about alternative investments including silver. But for the brave contrarians who would rather buy low than buy high, silver remains an incredibly alluring investment.
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Friday, May 16, 2014
Gold and Silver Important Price-Volume Link / Commodities / Gold and Silver 2014
By: P_Radomski_CFA
Briefly: In our opinion speculative short positions (half) are justified from the risk/reward perspective in gold, silver, and mining stocks.
The situation in the currency and precious metals markets developed to a large extent as we had outlined it yesterday. The USD Index paused, but gold, silver, and mining stocks caught up a bit in terms of the reaction to the previous dollar’s moves. Let’s take a closer look (charts courtesy of http://stockcharts.com).
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Friday, May 16, 2014
Firmer Tone for Gold and Silver Prices / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
This week started with a severe markdown in gold and silver prices when markets opened in the Far East on Monday morning, taking gold down $12 to $1278 and silver only 12 cents to $19.03. The clue in this was the resilience of silver, which hardly moved: it was an attack on the gold price presumably designed to take out stop-losses.
From there precious metals never looked back. Interestingly, for the first time in a long time, prices advanced in London dealings, indicating they were being driven more by physical demand than trading in US futures. This is hardly a surprise given that GOFO is still negative for up to three months forward and has been in backwardation every day since 3rd April.
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Friday, May 16, 2014
Are Silver Prices Set Up for Another Heartbreak? / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
For long term investors and precious metals observers, the range-bound price action has rubbed salt into the open wound of short price sentiment. That is, if there is anyone left to remember the move up to $50 in 2011.
How long prices can remain relatively quiet and range-bound (in the face of growing fundamentals, geopolitical tension, and the rising awareness of inflation) is anyone's guess.
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Friday, May 16, 2014
Potential Catalyst for Gold and Silver Stocks / Commodities / Gold and Silver Stocks 2014
By: Jordan_Roy_Byrne
Precious Metals continue to be in a long bottoming process that began last summer. Though many quality juniors have already bottomed and while GDX, GDXJ and SIL probably won’t see new lows, the broad sector as a whole is struggling to push out of this long bottoming process. Traders always say price is all that matters and who cares about fundamentals or the why. However, the most astute traders and investors look beyond a simple tool or single sphere of analysis. With respect to precious metals, negative real rates and the direction of inflation are the driving forces. Deflation is a catalyst for precious metals because policy makers react by suppressing real rates. Rising inflation is a catalyst and especially when it causes real rates to go negative or more negative. I will explain why this could be the catalyst for the revival of precious metals sector.
Friday, May 16, 2014
So How Goes the War on Gold? / Commodities / Gold and Silver 2014
By: Michael_J_Kosares
“I can’t remember the exact quote but when I used to trade and Mr. Volcker was Fed chairman, he said something like ‘gold is my enemy, I’m always watching what gold is doing’, we need to think why he made a statement like that. If you’re a central banker or one of the congressmen or senators, watch what gold is doing because this is a no-confidence vote in fiscal and dollar policy.”– Rick Santelli, CNBC
Thursday, May 15, 2014
Crude Oil Boom Reaches Tipping Point / Commodities / Crude Oil
By: Investment_U
Sean Brodrick writes: The tsunami of U.S. petroleum production has been underway for several years, but last month it reached a tipping point.
Global oil production plunged in March thanks to steeply lower OPEC output... while America's production soared to a 26-year high.
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Thursday, May 15, 2014
Gold Discovery of the Decade, On Sale / Commodities / Gold and Silver Stocks 2014
By: Casey_Research
By Louis James, Chief Metals & Mining Investment Strategist
Sell in May and go away?
Precious metals tend to exhibit a seasonal pattern to their price trends, with summer weakness that leads to strength in the fall. Add to this the fact that mineral exploration in the Northern Hemisphere, especially in Canada, enters a sort of hibernation during winter months and then reawakens in the spring. With winter drill programs already announced, we typically see less news flow starting about now until well into the summer.
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Wednesday, May 14, 2014
Gold Price Doesn’t Fall Despite Dollar Rally – Finally a Show of Strength? / Commodities / Gold and Silver 2014
By: P_Radomski_CFA
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
By: Chris_Vermeulen
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
By: DeviantInvestor
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
By: Trader_MC
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.
Tuesday, May 13, 2014
Gold and Silver Big Picture / Commodities / Gold and Silver 2014
By: Rambus_Chartology
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.
Monday, May 12, 2014
Breakthrough in Crude Oil Price Only A Matter Of Time / Commodities / Crude Oil
By: Nadia_Simmons
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?
Monday, May 12, 2014
Not All Gold Is Created Equal: Know Before You Buy / Commodities / Gold and Silver 2014
By: Money_Morning
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
By: DailyWealth
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
By: Michael_Noonan
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
By: Jeb_Handwerger
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
By: Dr_Jeff_Lewis
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
By: Andrew_McKillop
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.