Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, January 17, 2014
Gold Bull Market Ahead - Ten Key Charts / Commodities / Gold and Silver 2014
By: GoldCore
Mark O’Byrne writes: Today’s AM fix was USD 1,241.00, EUR 912.63 and GBP 754.68 per ounce.
Yesterday’s AM fix was USD 1,237.25, EUR 908.61 and GBP 757.19 per ounce.
Gold climbed $1.90 yesterday, closing at $1,240/oz. Silver slipped $0.12 closing at $20.10/oz.
Gold bars (1 oz) premiums are between 4.75% and 5.5% and are trading at $1,309.36. Gold bars (1 kilo) premiums are between 3% and 3.5% and are trading at $41,301.81. Premiums are steady.
Gold is marginally lower today after gaining yesterday on the U.S. inflation data that showed that the cost of living in the U.S. increased by the most in six months. This increased the appeal of gold as an inflation hedge.
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Friday, January 17, 2014
Gold Outlook for 2014 / Commodities / Gold and Silver 2014
By: James_Turk
Before looking at the year ahead, it is useful to look back at the year just passed. This adage is particularly true now because little has changed. Three major markets - stocks, bonds and gold - will again be driven this year by the same forces that shaped 2013, but the outcome will be different in one key respect. This year the price of gold will rise.
In January 2013, my outlook for the year ahead focused on three specific events. These were a rising yield on the 10-year Treasury note, growth of the Federal Reserve's balance sheet, and a decline in the gold/silver ratio.
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Friday, January 17, 2014
The End of Gold and Silver Price Market Manipulation / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
Seasoned and long term investors are familiar with the effects of price suppression. Very few traders can manage the complex positioning required to profit from egregious interference. And the consensus is that it will go on forever, because it has. This very consensus is perhaps the most bullish reason that it simply will not. Read full article... Read full article...
Friday, January 17, 2014
Silver Prices When Monetary Demand Trumps Industrial Demand / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
It is crystal clear to anyone willing to go a few steps beyond the headlines that massive intervention and ignorance of risk act as massive governors to progress, real economic growth and natural capital formation. Nevertheless, what is less clear is how these failures will manifest in precious metals - especially the silver market. The catalyst for much higher prices will be of a monetary, rather than an industrial, demand-led series of events.
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Friday, January 17, 2014
Was Mini Flash Crash Bearish for Gold? / Commodities / Gold and Silver 2014
By: Submissions
Boris Mikanikrezai writes: Let me start by wishing you a very happy new year! I would like to go back on what happened on January 6, 2014.
February 2014 Gold Futures on January 6, 2014
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Friday, January 17, 2014
Brent Crude Oil Price Faces Headwinds in 2014 / Commodities / Crude Oil
By: EconMatters
EIA Petroleum Report
In reviewing the EIA weekly petroleum report, the oil imports figure came in at 6.889 (Million Barrels per Day) for the week ending 01/10/14. This number compared to a year ago 8.030 (Million Barrels per Day) puts a nice cap on the downtrend which really started gaining steam in 2010 onward.
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Friday, January 17, 2014
Five Ways to Play the End of the Natural Gas Renaissance: Bill Powers / Commodities / Natural Gas
By: The_Energy_Report
Shale gas is not the foundation of U.S. energy security that conventional wisdom claims, says Bill Powers in this interview with The Energy Report. But as shale gas peters out, the law of supply and demand will drive gas prices up. Powers, an independent analyst and author of "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," sees a good future for gas-leveraged junior companies, and shares his top ideas as demand and price skyrocket in tandem.
The Energy Report: Bill, you published a book six months ago, "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," questioning the conventional wisdom of shale gas. Have events supported your thesis?
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Thursday, January 16, 2014
Gold as a Deflation Hedge / Commodities / Gold and Silver 2014
By: Michael_J_Kosares
(The following is the first of a five part series on how gold performs during periods of deflation, chronic disinflation, runaway stagflation and hyperinflation. The first installment examines gold’s safe-haven role during a deflationary event like the global 1930s economic depression.)
“The inability to predict outliers implies the inability to predict the course of history. . .But we act as though we are able to predict historical events, or, even worse, as if we are able to change the course of history. We produce thirty-year projections of social security deficits and oil prices without realizing that we cannot even predict these for next summer — our cumulative prediction errors for political and economic events are so monstrous that every time I look at the empirical record I have to pinch myself to verify that I am not dreaming. What is surprising is not the magnitude of our forecast errors, but our absence of awareness of it.”
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Thursday, January 16, 2014
Investors Having No Exposure to Energy Risk is Risky / Commodities / Energy Resources
By: Marin_Katusa
Because Marin Katusa is the foremost expert on all things energy, I’ve been eager to pick his brain for our subscribers. Marin, an accomplished investment analyst, is the senior editor of Casey Energy Dividends, Casey Energy Confidential, and the Casey Energy Report. He is also a regular commentator on BNN and other major media outlets.
Dennis Miller: Marin, welcome. Thank you for taking the time to share your knowledge with our subscribers.
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Thursday, January 16, 2014
Junior Gold Mining Stocks Have Bottomed / Commodities / Gold and Silver Stocks 2014
By: Jordan_Roy_Byrne
There is no need to beat around the bush. Junior mining stocks have bottomed. The bear market is over. Sure we could be wrong. We’ve been wrong before and will be again. However, the evidence is too compelling and is growing by the day.
Thursday, January 16, 2014
Options Market Forecasting Future Gold Price Action Direction / Commodities / Gold and Silver 2014
By: Submissions
Boris Mikanikrezai writes: I discuss how the gold options market is pricing calls and put to gauge traders’ sentiment and figure out whether gold option traders are biased for downside or upside price action.
Let's use risk reversals to assess the future evolution of precious metals. The risk reversal in options market can be defined as the implied volatility on call options minus the implied volatility on put options, both with the same delta and maturity.
Thursday, January 16, 2014
Natural Gas Price Looking Bullish / Commodities / Natural Gas
By: Gregor_Horvat
It's been a while since I looked at Natural gas. But, I see some nice price action now, so I decided to share it. There was a nice three wave decline from the high followed by an impulsive rally above the upper trendline of a corrective channel. That's a bullish pattern that is pointing back to 4.58. Any short-term retracement back to 4.210/250 should be corrective and temporary.
Wednesday, January 15, 2014
Gold Contrarians’ Wildest Dream Coming True / Commodities / Gold and Silver 2014
By: Jeff_Clark
As most readers know, Doug Casey's most notable characteristic as an investor is his highly successful contrarian nature. It's how he bagged some of his biggest wins—not just doubles and triples, but 10- and 20-fold returns.
There's only one way to realize these kinds of gains: You must buy when the asset is out of favor. Buying an investment that has already run up is at best chasing momentum and at worst a portfolio wrecker.
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Wednesday, January 15, 2014
Gold and Silver - Inflation and Deflation - Fire and Ice / Commodities / Gold and Silver 2014
By: DeviantInvestor
Fractional reserve banking and central banking began their reign of destruction upon our financial world a few centuries ago.
Politician's greed and need for control over people have been ever-present.
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Wednesday, January 15, 2014
GOLD Price Corrective Rally Within Downtrend / Commodities / Gold and Silver 2014
By: Gregor_Horvat
GOLD DailyGold has turned bearish at the start of September, after the break through the rising trend line of a corrective channel. We knew at the time that it was an important signal for a change in trend, which means that bearish price action is back in play which also accelerated at the end of December, so we assume that price is moving down in larger wave 5) heading through 1180 June low. With that said, we think that current bounce is most likely just another corrective rally in the middle of a bearish trend. Resistance is seen around 1250/1270 from where new sell-off could occur.
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Tuesday, January 14, 2014
Gold - Is now the time to ‘Back Up The Truck’? / Commodities / Gold and Silver 2014
By: Peter_Degraaf
According to a famous trader of the past, W. D. Gann: “Time is more important (in markets), than price; when time is up, price will reverse.”
It has now been 29 months since gold last reached a new high in its current bull market cycle. The downtrend lasted 22 months (top to bottom), having bottomed on June 28th 2013 at $1180. Confirmation of the bottom came on Dec 31 when gold briefly touched $1182, and left behind a double bottom, see chart #3.
Tuesday, January 14, 2014
Reasons To Buy Gold NOW! / Commodities / Gold and Silver 2014
By: Money_Morning
Peter Krauth writes: Gold fell by 28% in 2013. That's a huge reversal of a decade-plus trend.
Between 2001 and 2012, gold managed positive gains every single year, a track record unmatched by any major asset.
The precious metal went from a low of $255 in April 2001 to a high of $1,900 in September 2011, for a peak return of 745%.
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Tuesday, January 14, 2014
How Putin Conquered South Africa, Russia Uranium Victory over the United States / Commodities / Uranium
By: Marin_Katusa
In the global war for energy supremacy, Russia has won another victory over the United States.
This time, the battleground has been South Africa, where Russia's state-owned nuclear power company, Rosatom, has just signed an agreement to build eight new reactors. Once all of them are operational, South Africa's nuclear capacity will increase more than sixfold—from 1.8 gigawatts (GW) to 11.4 GW over the next 15 years.
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Monday, January 13, 2014
Buy Oil Stocks Shielded from Middle East Uncertainty / Commodities / Oil Companies
By: Submissions
Richard Cox writes: As most investors know, the seemingly constant threat of conflict in the Middle East has the ability to create drastic volatility in oil. The most recent example of this has been seen in Syria, which only accounts for 0.5% of world oil production (500,000 barrels per day). But the possibility of a disruptive chain reaction has been enough to put markets on edge and bring increased volatility to oil and most energy-related assets. Syria’s close ties with Iran, the possibility of a civil war in Iraq, and near-constant turmoil in Egypt mean that economic sanctions could be seen at any time.
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Monday, January 13, 2014
Silver 2014 - A Great Buy Opportunity! / Commodities / Gold and Silver Stocks 2014
By: Peter_Zihlmann
Silver: the Indispensable Element
Silver has innumerable applications in art, science, industry and beyond.
At the highest level, though, demand for silver breaks down into three important categories:
• silver in industry,
• investment, and
• silver jewelry & décor.