Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, February 12, 2014
Two Reasons to Consider Gold Investments Right Now / Commodities / Gold and Silver 2014
Mohammad Zulfiqar writes: “Why would someone be bullish on gold right now? Stocks have the momentum. Let me warn: you will be better off buying stocks than buying gold bullion.” These were the “wise” words of my good old friend Mr. Speculator, when I met him over the weekend.
Not too long ago, he was afraid about what would happen to his stock position. Now, his opinion has changed. Mr. Speculator thinks key stock indices will hit new highs and gold bullion—which provides safety against the backdrop of a weak economy—will go down further. He said, “It will be a bad year for gold investors.”
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Tuesday, February 11, 2014
The Golden Age of Gas, Possible Says Head of IEA / Commodities / Natural Gas
The potential for a golden age of gas comes along with a big "if" regarding environmental and social impact. The International Energy Agency (IEA)--the "global energy authority"--believes that this age of gas can be golden, and that unconventional gas can be produced in an environmentally acceptable way.
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Tuesday, February 11, 2014
Gold Questions That Deserve Answers / Commodities / Gold and Silver 2014
Germany requested that the NY Federal Reserve return the gold that Germany shipped to the United States decades ago. If the gold were physically in the vaults, it would be relatively simple to ship the gold back to Germany. It has not been returned, which begs the question, where is Germany's gold?
Tuesday, February 11, 2014
Gold an Asset, Cash or Both? / Commodities / Gold and Silver 2014
As we sit ahead of a future inflation or deflation or both, still to come, we need to understand how gold will perform in these sets of conditions. Much has been written on gold being an inflation hedge but not so much on its value in deflation. But gold is not so easy to slot into a pre-defined category like this. In history it has performed well in several other situations. In uncertainty, whether it has been in wartime, economic uncertainty or simply national uncertainty it has performed well. When confidence in currencies seeps away gold prices in those lands reflect the fall of the currency as it rises.
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Monday, February 10, 2014
Gold International Buying / Commodities / Gold and Silver 2014
As a gold investor in North America, it sometimes feels like I'm living in some far-off land where everyone believes in fairy tales and unicorns.
Most people around me don't seem to see anything wrong with the Fed creating $65 billion a month out of thin air—hey, it's not $85 billion anymore, what a relief! It's business as usual for the US government to spend billions more than it takes in, and a public debt hovering at $17.2 trillion—up from $7 trillion just 10 years ago—seems no more alarming than a rainbow.
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Monday, February 10, 2014
Crude Oil Trading Alert: Oil Price Hits Fresh Monthly High / Commodities / Crude Oil
Trading position (short-term): In our opinion no positions are justified from the risk/reward perspective.
On Friday, crude oil gained 2.27% as the U.S. dollar weakened against major currencies after a monthly U.S. employment report came in weaker than expected. Thanks to these circumstances, light crude extended gains and rose above $100 per barrel for the first time in more than a month.
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Sunday, February 09, 2014
U.S. Non-Farm Payrolls Fizzle, Gold and Silver Held in Check / Commodities / Gold and Silver 2014
Friday was an exceptionally interesting day, with a lot of things going on from the very start.
The premiere event was the US Non-Farm Payrolls Report, which pretty much sucked out loud, coming in with an underestimated 113,000 jobs versus a 175,000 expected. This was mitigated a bit by the 'private jobs' added of 142,000 which was closer to estimates. And it could make some feel good because it was in 'government jobs' that much of the shortfall occurred.
Saturday, February 08, 2014
Gold And Silver - NWO 'Problem-Reaction' Ploy Stronger Than Fundamentals / Commodities / Gold and Silver 2014
The fundamentals for gold and silver worsen with each passing week, it seems, yet the price for gold and silver still languish in down trends. If everything is as precarious as is depicted in so many other articles citing how PMs are in dire straights, for the same deteriorating reasons presented with pinpoint numbers, as in reduced stocks of deliverable metals, increased transfers from West to East, why are gold and silver still near recent lows for the past two years?
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Saturday, February 08, 2014
How Gold is Currently Being Priced / Commodities / Gold and Silver 2014
Gold's Price
Ahead of the Herd readers know I believe gold's price is being driven by rising, or falling, real interest rates.
Real interest rates are the level of annual yield paid to savers and investors over and above the pace of inflation.
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Saturday, February 08, 2014
Gold and Silver Stocks Moving Average Analysis / Commodities / Gold and Silver Stocks 2014
The gold and silver stocks have rebounded nicely but have consolidated in recent weeks. Where is this going and how do we know? Well, a few weeks ago we publicly said that a major bottom is in. Thus, we believe the trend will go higher. Beyond belief, we need real confirmation that the sector will continue higher. Enter moving average analysis. By using a few simple moving averages we can better understand the current context and get confirmation that the sector will continue to move higher. GDX, GDXJ and SIL could soon test moving averages which have been resistance for the past 13 months.
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Friday, February 07, 2014
2014 Y-T-D: Gold 1 Fantasies 0 / Commodities / Gold and Silver 2014
As we welcomed the beginning of 2014 the advice from "gurus" was rather straight forward. Gold was going to $1,060. At the same time the stock markets would continue to advance. So our life would be financially happy if we sold our Gold and bought the favorites fantasies in the NASDAQ/technology group, such as TWTR. Well, seems the real world was to hold some disappointment for those strategists.
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Friday, February 07, 2014
Silver Price Outperforming Gold / Commodities / Gold and Silver 2014
Since Monday financial markets have consolidated following the emerging market currency shocks of the previous week. Safe-haven bonds were strong initially, before tailing off yesterday. Equities started the week badly but steadied yesterday, and gold spiked at $1274 on Wednesday before being knocked back $20 subsequently. The result is gold was more or less unchanged on the week by last night, though early indications London time are for better prices today.
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Friday, February 07, 2014
Gold, Silver and The Fed's Total Mandate / Commodities / Gold and Silver 2014
The errors of financial policy, led by the world's central banks have once again created the makings of a massive crisis. Blind to risk, and completely captured by politics and ideology, it is as if the Federal Reserve and it's counterparts have been awarded a total mandate. All of the misplaced and mis priced risk is poised to flood toward precious metals.Read full article... Read full article...
Friday, February 07, 2014
Gold, Silver And The Gathering Crypto Currency Storm / Commodities / Gold and Silver 2014
Much controversy surrounds comparisons between precious metals and the growing number of crypto currencies. In some ways an ideological wedge has formed between hard asset investors and the most vocal of electronic currency advocates.While both investment options remain relatively sequestered from the mainstream spotlight, they both offer fascinating perspectives for understanding the ongoing monetary and financial crisis.
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Friday, February 07, 2014
Gold as a Hyperinflation Hedge - Black Swans, Yellow Gold / Commodities / Gold and Silver 2014
ANDREW DICKSON WHITE ENDS HIS CLASSIC HISTORICAL ESSAY on hyperinflation, “Fiat Money Inflation in France,” with one of the more famous lines in economic literature: “There is a lesson in all this which it behooves every thinking man to ponder.” The lesson that there is a connection between government over-issuance of paper money, inflation and the destruction of middle-class savings has been routinely ignored in the modern era. So much so, that enlightened savers the world over wonder if public officials will ever learn it.
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Friday, February 07, 2014
Fight China's Smog with Ethanol, Says Chen Lin / Commodities / Ethanol
In decades past, we have seen that any commodity China really wants goes through the roof. We saw it in copper. We saw it in oil. We saw it in liquefied natural gas. If China starts mandating a 5% blend of ethanol to gasoline, ethanol should trade on par with gasoline. So says Chen Lin, author of the widely read newsletter What is Chen Buying? What is Chen Selling? But there's more to the story: because China produces no ethanol, U.S. ethanol producers could be looking at a massive new market, not to mention a spike in profit margins. In this interview with The Energy Report, Chen discloses his favorite ethanol picks, as well as some compelling fracking names.
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Friday, February 07, 2014
The One All-Encompassing Truth Behind Energy Policy / Commodities / Energy Resources
Dr. Kent Moors writes: Most people think the “big” energy decisions are driven by what it costs at the pump or how much it takes to heat their homes (a lot, as it turns out this winter).
But as the controversial decision over the Keystone XL pipeline shows, there’s another element in play… and it’s a big one.
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Thursday, February 06, 2014
Dark Gold - Shedding Light On A Mysterious Market / Commodities / Gold and Silver 2014
Gold is the simplest of financial assets - you either own it or you don't. Yet, at the same time, gold is also among the most private of assets. Once an individual locks his or her safe, that gold effectively disappears from the market at large. Unlike bank deposits or stocks, there is no way to tally the total amount of gold held by individual investors.Read full article... Read full article...
Thursday, February 06, 2014
Gold Corp Huge Gains Are at the End of "Acquisition Trail" / Commodities / Gold and Silver Stocks 2014
Peter Krauth writes: A few weeks back, Goldcorp Inc. (NYSE: GG), a top gold producer, made a hostile $2.6 billion offer for Osisko Mining Corp (TSE: OSK).
It was one of many signs that top gold producers are on the acquisition trail.
And another strong signal that gold prices may be heading upward.
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Wednesday, February 05, 2014
GOLD Price Rally Correction Within Downtrend / Commodities / Gold and Silver 2014
Gold has been trading higher since start of January but recovery is slow and overlapping within a trading channel which we think it's a corrective move. We are tracking wave 4 that can be part of an expanding diagonal in wave 5) down. If that is the case then current rally should stop somewhere around 1280-1300 region. Break of 1230 will confirm weakness for wave 5 of 5) going towards 1100/50.
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