Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, January 09, 2014
Index Trackers and Their Effect on Gold and Silver Futures / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
There are two main indices tracked by commodity tracker funds: the S&P-Goldman Sachs Commodities Index and the Dow Jones UBS Commodities Index. According to S&P Indices (which manages both), total assets estimated at $155bn track these two indices, of which $75bn tracks the former, and the balance of $80bn the latter. Both indices are rebalanced in the first two weeks of January starting last Wednesday, and according to an S&P press release, this will lead to $1.1bn extra being invested in gold contracts.
Thursday, January 09, 2014
What 2014 Has in Store for Crude Oil Prices / Commodities / Crude Oil
By: DailyGainsLetter
Mohammad Zulfiqar writes: Since September 2013, crude oil prices have come down. This has left many investors question where they are headed next. In September of last year, crude oil prices reached as high as $110.00, and now they trade almost 15% lower, around the $94.00 level. Look at the chart below to get the precise picture.
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Thursday, January 09, 2014
Gold and Silver Sentiment Update / Commodities / Gold and Silver 2014
By: Jordan_Roy_Byrne
We’ve recently written quite a bit about the current technical situation in precious metals as well as the current bear market compared to past bear markets. Thus we’ve neglected sentiment somewhat. This is a good time to examine sentiment as the sector appears to be bottoming or trying to emerge from a bottom.
The first chart shows the speculative position (for Gold & Silver combined) as a percentage of open interest. The black is a price index comprised of Gold and Silver. At the June low speculators were only 4.6% long as a percentage of open interest. That marked a 12 year low. It is currently 11% and was as high as 52.8% in 2012.
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Thursday, January 09, 2014
The Lombardi Method of Gold Stocks Investing / Commodities / Gold and Silver Stocks 2014
By: The_Gold_Report
Deflation, inflation and reinflation all play into scenarios for the gold price and precious metals equity markets, as outlined by Paolo Lostritto, former director of mining equity research at National Bank Financial. How to play good defense in this unusual market? Companies with free cash flow top his list, but high-leverage, midtier producers with great management teams can satisfy investors with more appetite for risk, says Lostritto in this interview with The Gold Report.
Wednesday, January 08, 2014
23 Reasons to Be Bullish on Gold Price 2014 / Commodities / Gold and Silver 2014
By: Casey_Research
It's been one of the worst years for gold in a generation. A flood of outflows from gold ETFs, endless tax increases on gold imports in India, and the mirage (albeit a convincing one in the eyes of many) of a supposedly improving economy in the US have all contributed to the constant hammering gold took in 2013.
Perhaps worse has been the onslaught of negative press our favorite metal has suffered. It's felt overwhelming at times and has pushed even some die-hard goldbugs to question their beliefs… not a bad thing, by the way.
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Wednesday, January 08, 2014
Gold Stocks What to Expect in 2014 / Commodities / Gold and Silver Stocks 2014
By: Frank_Holmes
After three years of pain, can gold stocks break their losing streak and see a gain in 2014?
History says chances are good.
The most recent string of losses in the gold mining industry has been brutal, causing many investors to give up on the sector and sell their holdings. Since the beginning of 2011, the NYSE Arca Gold Miners, the FTSE Gold Mines, and the Philadelphia Gold & Silver Indices all declined more than 60 percent.
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Tuesday, January 07, 2014
Gold, Silver and Stock Market 2014 Trend Change Due / Commodities / Gold and Silver 2014
By: DeviantInvestor
The year 2013 was a great year for the S&P and a terrible year for silver and gold investors. There are many indications that it is time for a reversal.
If a market moves too far (up or down), too fast, or for too long, expect a reversal. Examples:
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Tuesday, January 07, 2014
Gold Price Has Bottomed / Commodities / Gold and Silver 2014
By: Thomas_Clayton
Words by different Authors who attempt to “Pump Up” or “Talk Down” an Issue are exactly that, just Words. The ultimate results show up on Technical Charts in relation to Volume and Price Movements and which act as a Function of Mathematical Indicators involving Momentum and Rate of Change as we learned in Algebra II in H.S. and Calculus and Derivatives at U.C. Berkeley. There should be no “Mystery” in making money if these concepts are applied correctly which involve the Net Emotions of Greed and Fear and the Fundamental Values will ultimately take care of themselves. By applying correctly, Have Cash Ready until you see MACD lines crossing Up or Down at ZERO and always use Stops to Limit your losses. If you are an Intraday Trader, use 1min to 15min Charts and look for Peaks and Troughs of %B to Alert you and MACD line Crosses to Effect a Buy or Sell. If a “Long Termer”, which does not exist with Volatile ETFs, use Daily Charts.Follow me and stockcharts.com and you will see. Initially use the format: “chartbook” and scroll to the issues which are of interest specifically to your style of “Investing or Speculation”, and if you wish to make some good Returns for a Change as many of my Followers. Thank you for your interest
Monday, January 06, 2014
Gold Price Forecast 2014 / Commodities / Gold and Silver 2014
By: Michael_Pento
Gold is a nearly perfect form of money. It is one of the few things on planet earth that contains all of the following attributes; beauty, scarcity, virtual indestructability, and is also transferable and divisible. However, even after five thousand years of utility as a store of wealth, gold is still completely misunderstood by most on Wall Street.
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Monday, January 06, 2014
Gold Stocks ETFs are Speaking through Chartology..Let’s Listen In / Commodities / Gold and Silver Stocks 2014
By: Rambus_Chartology
In this Weekend Report I would like to take an indepth look at gold that is showing a potential small double bottom. There is also a larger double bottom or part of a bigger consolidation pattern that also needs to be looked at. Some of the charts I’ve shown you many times and some are charts that I follow I have never posted before but I still keep a close eye on. As you will see, this area we are in right now, is very critical to the short term and the long term look for gold. Remember we have to keep an open mind and let the charts speak for themselves.
Saturday, January 04, 2014
Gold And Silver - In East v West Gold War, Both Are Still Winning / Commodities / Gold and Silver 2014
By: Michael_Noonan
China represents the East, as its insatiable demand for buying physical gold continues unabated, while in the West, the elite's central banks have pretty much depleted their physical holdings. In the war for gold, both are still winning, but for vastly different reasons.
China and every other BRICS nation importing gold have been doing so at cheaper and cheaper price levels, as the Western central bankers have been conducting a clearance sale. Even the fixtures are being sold, like JP Morgan's fire sale of 1 Chase Plaza for $750 million, about half of its value. The building also happens to house the world's largest gold vault, and it also located across the street from the Federal Reserve gold vault. This gives China a "two-fer.". Now it can store the gold in Manhattan and save shipping costs, and should the NY central bank have any left, it just gets rolled across the underground tunnel.
Saturday, January 04, 2014
Gold and Silver Released from the Year End Clamp Down / Commodities / Gold and Silver 2014
By: Jesse
There was quiet trading as the northeastern US was digging its way out of Winter Storm Hercules.
Gold and silver have been rallying since the end of the December clamp down, but they most certainly have not yet broken out on the charts.
Friday, January 03, 2014
Shakedown Or Sundown For The World Solar Industry 2014 / Commodities / Solar Energy
By: Andrew_McKillop
Sooner or Later
The solar photovoltaic industry boom-bust sequence, or cycle, has a special role for many countries and especially China, Germany and Spain who are, or were all serial over-producers of PV modules, as well as big national installers and operators of solar energy. According to US market-tracker NPD Solarbuzz, world demand for solar PV systems rose to a record quarterly rate of 9 million kilowatts (9000 MW or 9 GW) of generating capacity in the July-September quarter of 2013. Major installation programs were under way or continuing in China, Japan, the US, Germany, Italy and some other EU28 countries.
Friday, January 03, 2014
Gold Then and Now / Commodities / Gold and Silver 2014
By: Tony_Caldaro
As the saying goes; “History often repeats, but is never exactly the same.” The same can be said for asset classes, if one understands their long term cycles. Let’s examine Gold.
Friday, January 03, 2014
Silver Price Short Squeeze / Commodities / Gold and Silver 2014
By: Zeal_LLC
Silver is poised for a massive recovery upleg in 2014, a mean reversion from last year’s dismal action. The main driver of silver’s initial strength will be American futures speculators covering shorts. These bearish bets on silver soared to a bull-record high last month, which will require exceptional buying to unwind. Futures speculators as a herd always bet wrong at major lows, they are a fantastic contrarian indicator.
Because futures trading is such a hyper-leveraged zero-sum game, futures traders have a reputation of being smart and sophisticated. And they are to a great extent, futures are so unforgiving that survival of the fittest rules. Capital naturally flows from the poor traders to the good ones. Nevertheless, within their chests thump the same hopelessly emotional human hearts that are such a liability in the markets.
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Friday, January 03, 2014
Gold Price and Time Preference / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
The future price of gold cannot be discussed without considering its implied discount rate expressed through time-preference. This is the relative desire to own goods at an earlier date rather than later. There are several reasons gold is almost certainly more valuable sooner rather than later, including the fact that when someone wants something he naturally wants it now, and there is always the risk that a promise for future delivery will not be kept.
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Friday, January 03, 2014
Gold and Silver Price on the turn? / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
Encompassing the year end and its holiday on Wednesday, this week has been notable for precious metals. For gold there have been three important features: firstly, Tuesday saw a powerful one-day reversal, with gold falling $22 before recovering by $32; secondly the $1182 low was first tested six months ago before rallying strongly to $1430, and it looks like gold might be forming a double bottom, the prelude to the next bull leg; and lastly this happened on the last trading day of 2013, which suggests that the fall in price had more to do with window- dressing rather than genuine selling.
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Friday, January 03, 2014
The Ratio of U.S. House Prices to Gold and Silver Market Sentiment / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
The last time housing market sentiment and precious metals prices lined up this way, we were on the cusp of massive volatility and collapse. Housing had reached the end of its long great credit driven rope. At the same time, defaults began to create tremors deep below the house of cards. Silver and gold had recently been pummeled in the same not-for-profit manner that has riddled these markets for more than 40 years in the modern era (and perhaps much longer throughout the history of the monetary metals).
Friday, January 03, 2014
Gold and Silver Prices - You Can't Outrun the Long Arm of Equilibrium / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
Currently, commodity price performance has lulled the speculative (and therefore, the mainstream) community into a sense of complacency. The speed with which accidents can happen and induce overall change in sentiment is something which can only be imagined in the context of the flash crashes. Outside of more circuit breakers, the HFT conditions that ultimately led to the May 2010 fat finger flash crash and its reverberating damage have not been resolved.
Friday, January 03, 2014
Gold Bear Market Trend Update 2014 / Commodities / Gold and Silver 2014
By: Brian_Bloom
The Gold Universe (shares and gold price) looks like it “may” be about to reverse the bear trend in which it has been trapped for some time. Should this happen, the evidence suggests that fear for the integrity of fiat currency denominated capital markets rather than fear of inflation will be the ultimate cause. (Brian Bloom)