Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, April 03, 2014

Gold and Silver 6 Degrees of Separation as HFT Goes Mainstream / Commodities / Gold and Silver 2014

By: Dr_Jeff_Lewis

A recent 60 Minutes television show interview revealed the long established electronic trading mechanism used to front run and carry out price management and profit schemes across trading seconds. In the wake of the interview, one cannot help wonder how many degrees of separation exist between public awareness of this and its connection to futures and precious metals price manipulation. 

Furthermore, for all the pomp and circumstance surrounding this bombshell, one also wonders why a tightly controlled media would set this red herring free into a public holding a dwindling institutional confidence.

Thursday, April 03, 2014

What Investors Need to Know About Gold Right Now / Commodities / Gold and Silver 2014

By: Graham_Summers

Warren Buffett once noted, Gold doesn’t do anything “but look at you.” It doesn’t pay a dividend or produce cash flow.

However, the fact of the matter is that Gold has dramatically outperformed the stock market for the better part of 40 years.

Wednesday, April 02, 2014

Speculations Reversed - Gold Price Stealth Rally 2014 / Commodities / Gold and Silver 2014

By: Peter_Schiff

So far, 2014 has been a paradoxical year for gold. Many investors aren't even aware that it has rallied almost 8%. On the rare occasion that the financial media mentions the yellow metal, it is only in the context of comparing the recent rise to last year's decline.

In spite of this overwhelming negative sentiment, gold is experiencing a stealth rally as one of the best performing assets of the year. Let's look at some important metrics of the most under-valued sector in this market.

Wednesday, April 02, 2014

Gold and Silver Time for a Breather? / Commodities / Gold and Silver 2014

By: P_Radomski_CFA

Briefly: In our opinion short speculative positions in gold (half), silver (half) and mining stocks (full) are justified from the risk/reward perspective.

Generally, everything that we wrote in our previous alerts remains up-to-date - precious metals are likely to move lower in the coming weeks - and the thing that we would like to emphasize today is that even if we see an upward correction, it will likely not be anything more than just that - a correction. Let's take a look at the mining stocks chart (charts courtesy of http://stockcharts.com).

Wednesday, April 02, 2014

The Rise of a Euro-Chino-Russian Superpower / Commodities / Metals & Mining

By: The_Gold_Report

Stephan Bogner, mining analyst with Rockstone Research and CEO of Elementum International, views the crisis in Crimea as the beginning of a larger global power shift east of the Atlantic. In this interview with The Mining Report, Bogner details what these shifting power dynamics will mean for the commodities market. And take heed—gold and silver may continue to make gains, but uranium, potash and rare earths are the true wave of the future.

The Mining Report: In his recent interview with The Gold Report, Robert Cohen said that now that Crimea has joined Russia, the crisis in Ukraine has run its course, which is why the price of gold has dropped. As a European mining analyst, do you agree with Cohen's assertion?

Tuesday, April 01, 2014

Energy and Resources Boom Investing / Commodities / Resources Investing

By: Frank_Holmes

Commodity returns vary wildly, as experienced resource investors can attest and our popular periodic table illustrates. This inherent volatility can spell opportunity for the nimble investor who can look past the mainstream headlines to identify hot spots. Our global resources expert, Brian Hicks, CFA, identified four we believe are revved up for a resources boom.

Tuesday, April 01, 2014

BoE Tells RBA: Don't Release Gold Bar Details (FOI Request) / Commodities / Gold and Silver 2014

By: Submissions

Bullion Baron writes: Two months ago I wrote a Freedom of Information (FOI) request to the Reserve Bank of Australia (RBA). Here is the crux of my email:

 This is a request under the Freedom of Information Act.

I request that a copy of the following documents [or documents containing the following information] be provided to me: An inventory (bar) list forming the 80 tonnes official Gold reserves (stored with the Bank of England), including details which identify the individual bars by refiner, weight, finesse, serial number and any other identification recorded for audit purposes.

Tuesday, April 01, 2014

Global Gold Manipulation Update - MAP Wave Analysis / Commodities / Gold and Silver 2014

By: Marc_Horn

This commodity is perhaps the most misunderstood and has the most disinformation spread (with the possible exception of silver).

The most common misconceptions are possibly;

1 - Gold is "real money" - This shows a total lack of understanding of what money actually is, and what gives it value!
Money simply is a medium of exchange where users have confidence that it will retain value and be universally accepted for the exchange of goods and services.

Monday, March 31, 2014

Gold Price Looking For Short Term Support / Commodities / Gold and Silver 2014

By: Gregor_Horvat

{{8830|Gold}} is bearish for two weeks now and very slow beneath 1300 level, so we suspect that market is still in wave (a) and that current sideways price action is red wave iv) as part of a bearish impulse, so we are looking down in fifth for the start of this week. 1270/1280 level could be seen before market turns up for a three wave rally in wave (b). Short-term critical resistance is at 1319.

Monday, March 31, 2014

Chinese Shadow Banking and Commodities / Commodities / China Credit Crisis

By: Alasdair_Macleod

The story that commodities are at the centre of China's shadow banking system has gained prominence in recent weeks. No firm evidence has been presented to confirm the scale of these activities, bearing in mind China's State Administration of Foreign Exchange (SAFE) clamped down on these activities last May (http://www.bloomberg.com/news/2013-05-23/china-rule-changes-may-halt-copper-financing-deals-goldman-says.html).

Monday, March 31, 2014

How to Profit from Palladium Huge Price Surge… / Commodities / Palladium

By: Money_Morning

Peter Krauth writes: we last checked in on palladium, the precious metal so critical to the consumer electronics we use hundreds of times a day.

At the time I said I was bullish for a number of market reasons.

As it turns out, there were even more...

Monday, March 31, 2014

Central Banks Add To Gold Reserves / Commodities / Gold and Silver 2014

By: Alasdair_Macleod

The correction in the gold price continued this week, falling another $40 to a low of $1290 yesterday. In all, gold has retraced nearly half this year's rise and silver has retraced most of its rise since end-January, with the gold/silver ratio increasing to over 65 times. However, this disappointing performance for precious metals masks some strong undercurrents in gold.

Sunday, March 30, 2014

Commodities Another Leg Up with Gold Setup for a Final Takedown / Commodities / Gold and Silver 2014

By: Toby_Connor

As most of you know by now I believe we are going to see a big surge in inflation this year. As I've noted in my previous articles the first leg up in the CRB has run its course and broken the 3 year down trend that's been in place since 2011. I think it's time for the second leg up in that inflation.

The two-week dip in the CRB has cleared the overbought conditions from the initial surge and I think we will now get one more push to test that 2012 high before commodities experience a more significant pullback this summer that sets up the big inflationary spike that I am anticipating to occur during the second half of the year.

Sunday, March 30, 2014

Gold and Silver - Here Comes April / Commodities / Gold and Silver 2014

By: Jesse

"It was possible, no doubt, to imagine a society in which wealth, in the sense of personal possessions and luxuries, should be evenly distributed, while power remained in the hands of a small privileged caste.

But in practice such a society could not remain stable. For if leisure and security were enjoyed by all alike, the great mass of human beings who are normally stupified by poverty would become literate and would learn to think for themselves; and when once they had done this, they would sooner or later realise that the privileged minority had no function, and they would sweep it away.

Saturday, March 29, 2014

Gold And Silver ARE Money! / Commodities / Gold and Silver 2014

By: Michael_Noonan

Almost all who read our commentaries know that we place the greatest importance on reading the developing market activity, as best seen in charts, in order to have the closest pulse on what is going on in the market[s]. The reason is because the activity found in price and volume behavior reflects the decisions of all market participants.

Smart money leads, the rest follow. What constitutes smart money? Those with the most knowledge and deepest pockets that control what goes on. In the US stock market, it used to be institutional money that drove stocks. For the past few years, it has been the Federal Reserve, through Permanent Open Market Operations, [POMO], and the all of the QEs that have unsustainably propped up stocks.

Friday, March 28, 2014

Study Will Show That Gold Is Being Manipulated on the Comex / Commodities / Gold and Silver 2014

By: Jesse

"If I were running the manipulation I would be embarrassed at this point, it is so blatant...The regulators have been asleep at the switch." Jim Rickards

As an aside, and in case you wondered, I do not take Rickards at face value. I sift what he says, carefully. And that is enough said about that, except that it is good advice in general especially when it comes to money and investments.

Friday, March 28, 2014

Gold Mid-Tier Stocks Set for Growth / Commodities / Gold and Silver Stocks 2014

By: Zeal_LLC

In 2014 B2Gold is targeting gold production of 410k ounces from three different mines.  This would be record output for this new mid-tier, a whopping 159% increase in volume over just a couple years ago.  And with its fourth mine on schedule to pour its first gold in Q4, B2Gold is looking at an annual production rate of 550k+ ounces by this time next year.

Friday, March 28, 2014

The Accidental End to Silver Price Manipulation / Commodities / Gold and Silver 2014

By: Dr_Jeff_Lewis

It should be clear now to most precious metals observers that gold and silver price manipulation is just as common to the metals as it is to every other asset class. And equally evident should be the realization that resolution will not come from organized efforts. Be it regulation or legal class action, market forces will more than likely assert themselves. 

With silver (and gold to less of a degree), it's strictly "look the other way" from a regulatory stand point. The greater market and public don’t seem to care, and are not at all aware that they should. 

Friday, March 28, 2014

Golden Opportunity Coming in Silver / Commodities / Gold and Silver 2014

By: Jordan_Roy_Byrne

Silver has been in a bear market for almost three years and the recent lack of strength suggests the metal could be headed for new lows. New lows are always bearish until the last one. Our technical work suggests that we should watch for a final low and end to the bear market in the coming months.   

Friday, March 28, 2014

Silver Prices Heading Lower As the Bears Tighten Their Grip / Commodities / Gold and Silver 2014

By: Bob_Kirtley

Every picture tells a story and silver’s story is not a pretty one as the above chart clearly depicts.

I’m not convinced that the June low was the final low for this prolonged bear period that currently exists within this precious metals bull market. A final capitulation could be on the cards and arrive sometime this summer, maybe May/June time.