Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, December 18, 2013

Fed Policy Change That Will Increase the Gold Price / Commodities / Gold and Silver 2013

By: Douglas_French

For investors having a rooting interest in the price of gold, the catalyst for a recovery may be in sight. "Buy gold if you believe in math," Brent Johnson, CEO of Santiago Capital, recently told CNBC viewers.

Johnson says central banks are printing money faster than gold is being pulled from the ground, so the gold price must go up. Johnson is on the right track, but central banks have partners in the money creation business—commercial banks. And while the FFed has been huffing and puffing and blowing up its balance sheet, banks have been licking their wounds and laying low. Money has been cheap on Wall Street the last five years, but hard to find on Main Street.

Wednesday, December 18, 2013

Why 2014 to be Better for Silver Price - Video / Commodities / Gold and Silver 2013

By: David_Morgan

Precious metals expert David Morgan says, “I think 2014 is going to be better for both the metals.” Morgan is not “exceedingly bullish” on gold and silver, but he says, “If a black swan were to take place, all bets are off. This is where you could get limit-up days in gold and silver and never look back.”

On the stock market, Morgan warns, “The insiders are already out . . . They’ve left the patsies holding the bag, which is the general public for the most part.” Morgan goes on to say, “As the general market goes down, you are going to see gold go up.”

Wednesday, December 18, 2013

U.S. Energy Renaissance / Commodities / Fracking

By: Frank_Holmes

As we come to the end of 2013, it's a good time to reflect on some of the biggest resources stories of the year. One that immediately comes to mind is the U.S. energy resurgence and its tremendous effect on oil and gas.

Only a few years ago, we were contemplating the supply constraints facing the petroleum industry, as many major oil fields around the world were declining in production. Now, with the disruptive technology in shale oil and gas, we may be looking forward to decades of drilling.

Wednesday, December 18, 2013

Gold Investors: Take the Red Pill! / Commodities / Gold and Silver 2013

By: DeviantInvestor

We make choices in our thinking, lifestyle, savings, and investments. We can look reality squarely in the face and swallow the red pill (from the movie - "The Matrix"). Or, we can swallow the blue pill with a healthy slug of whisky, continue riding the roller coaster of mass delusion, and go back to watching "Reality TV" and the evening news. Either way we will experience the consequences of our actions and our thinking.

Wednesday, December 18, 2013

Collapse Looming for Crude Oil Market in 2014? / Commodities / Crude Oil

By: Pravda

Foreign experts provide devastating forecasts for the oil market and believe that the conflicts in the Middle East would affect the value of "black gold." According to the experts, price per barrel will fall at least five times. One of the major players, the Russian Federation, will then be in a disadvantaged position. However, Russian experts were quite amused by these forecasts.

Tuesday, December 17, 2013

Is JP Morgan Ending Its Death Grip On The Gold Market? / Commodities / Gold and Silver 2013

By: GoldSilverWorlds

In this excerpt, precious metals market analyst Ted Butler describes an important evolution going on in the gold market. It has the potential to become a game changer. Although a continuation of this trend is required, it is an encouraging sign for precious metals bulls. This article was published in Ted Butler’s latest newsletter to its premium subscribers.

Tuesday, December 17, 2013

Further Declines or Rally for Crude Oil Stocks? / Commodities / Oil Companies

By: Nadia_Simmons

In our previous commentary, we examined the situation in oil stocks. Back then, we wrote in the summary:

(...) the outlook for oil stocks remains bullish and the uptrend is not threatened, however, taking into account the medium- and short-term sell signals, further deterioration should not surprise us.

Since that essay was published, we have seen a downward move which took the oil stock index below 1,440. Did this weakness change anything in the overall outlook?

Tuesday, December 17, 2013

More ETF Gold at Risk Sub-$1200 Says Barclays Capital / Commodities / Gold and Silver 2013

By: Adrian_Ash

YESTERDAY'S rise of $15 per ounce in gold was erased Tuesday morning in Asia and London, as the US Dollar rose and world stock markets held flat overall.

Trading back at last week's closing level of $1238 per ounce, gold tracked broader commodity markets, where Brent crude oil retreated to $109 per barrel.

Tuesday, December 17, 2013

Dead Cat U.S. Dollar Outperforms Gold, Silver and The HUI / Commodities / Gold and Silver 2013

By: Bob_Kirtley

It has been a very hard year for the gold and silver bulls as this tiny sector has been sold off to an alarming extent by investors who are currently disillusioned by the demise of both gold and silver and the knock-on effect that they have had on the precious metals producers. Gold and silver have had a long run of ‘year on year’ gains and so the expectation was that 2013 should be more of the same. Alas, a correction arrived driving the precious metals down and decimating the price of a number of mining companies as the chart below clearly indicates.

Monday, December 16, 2013

Elliott Wave Suggests Bearish Gold Price Towards $1130 / Commodities / Gold and Silver 2013

By: Gregor_Horvat

Gold reversed sharply to the downside at the start of September, through the rising trend line of a corrective channel. As we know that's an important signal for a change in trend, which means that bearish price action is now back in play which is accelerating for the last couple of weeks from 1362 so we think that market is moving down in wave 3 that could reach 1130 region in the next few weeks. From a short-term perspective a break of 1210 opens door for 1180. On the other hand, if 1268 is broken then bearish reversal could be seen from second resistance placed at 1295.

Monday, December 16, 2013

Gold Analysts Split Over Fed's 2014 Impact on Gold Price / Commodities / Gold and Silver 2013

By: Adrian_Ash

The PRICE of gold bounced from a steady drop Monday lunchtime in London, trading back at $1234 per ounce as Asian stockmarkets ended sharply down but Europe ticked up ahead of this week's US Federal Reserve policy decision, due Wednesday.

China's gold premiums above international prices edged lower again, dropping to $6 per ounce at the close of solid trading on the Shanghai Gold Exchange.

Sunday, December 15, 2013

Gold, Frankincense and Myrrh / Commodities / Gold and Silver 2013

By: Investment_U

Sean Brodrick writes: Christmas is a season for many things… and it’s also a time for commodities. No, I don’t mean the jewelry you’ll inevitably buy your sweetheart. I’m talking the old-time commodities: gold, frankincense and myrrh.

Those were the gifts of the Magi to baby Jesus. In one form or another, these commodities or their replacements are still highly sought-after more than 2,000 years later.

Sunday, December 15, 2013

Debunking The 6 Key Myths About Gold / Commodities / Gold and Silver 2013

By: GoldCore

Here is how we respond to the myths of gold as propagated by some father-in-laws, some financial advisers and all Paul Krugmans.

Myth 1: Gold “Is A Barbaric Relic”
In fact, John Maynard Keynes never said gold was a “barbaric relic”. Actually, Keynes said that the gold standard monetary system was a barbaric relic.

Saturday, December 14, 2013

JP Morgan House Account Reveals Gold Selling then Buying Pattern for 2013 / Commodities / Gold and Silver 2013

By: Jesse

Here is a chart that I was able to construct from CME data that shows JP Morgan's Comex Gold Delivery activity for their 'house account' only.

I have marked the nominal price of gold on the chart for this year. The last data is as of December 10, 2013.

The months marked with boxes are 'active months' for the delivery process. December is also an active month.

Saturday, December 14, 2013

Silver Rigged Market Manipulation Coming To An End / Commodities / Gold and Silver 2013

By: Michael_Noonan

No one can question the fact that the demand for silver has grown exponentially in the past few years, record sales for American Eagle coins being one small example, record buying in India, another larger example. Demand has never been greater. Supply, on the other hand, keeps diminishing.

Global mining production is at its lowest in the past decade. The annual Consumption/ Production ratio is indicative of acute deficits. Whenever there is a situation where demand rises sharply, while supply commensurately declines, it is a recipe for higher prices, and usually, much higher prices. This is true, unless one is talking about the silver market. Under the conditions of record rising demand and considerably less supply, the price of silver is at its lowest levels in the past three years.

Saturday, December 14, 2013

Gold Price Drop Due to Market Manipulation or Lack of Demand? / Commodities / Gold and Silver 2014

By: The_Gold_Report

What is holding down the gold price? Fear of the end of quantitative easing? Manipulation by a few big players? Central banks leasing inventories? CPM Group Managing Partner Jeffrey M. Christian says forget about all of that. The bottom line is that demand is down as investors big and small wait to see where the price will settle before they start buying again. In this interview with The Gold Report, he explains the impact of new gold investors buying—and selling—ETFs, hedge funds, algo traders and central banks—all factors that could lead to an upward trend in gold equities in 2014 and reinforce the long-term case for owning gold.

Friday, December 13, 2013

Contrarian Gold Stocks Investing / Commodities / Gold and Silver Stocks 2013

By: Zeal_LLC

The gold-mining stocks have suffered a disastrous year, plummeting while the rest of the stock markets soared.  This vast performance gap has catapulted bearishness on this sector to epic extremes.  Few own gold stocks anymore, and everyone aware of them loathes them.  This has crushed their stock prices to unsustainable fundamentally-absurd levels.  They now offer the ultimate contrarian buying opportunity.

Friday, December 13, 2013

Signs of Gold's Upcoming Price Decline / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

This week was full of action for precious metals investors and traders. Gold, mining stocks, and (especially) silver rallied in the first days of the week only to disappoint on Wednesday and Thursday. No wonder; the rally didn't have "strong legs" as gold's strength was meager compared to that seen in the euro - another USD alternative.

In today's essay we will provide you with 3 gold-related charts (courtesy of http://stockcharts.com), each will tell a different story about gold's performance, but ultimately, they will all point in the same direction - the direction of another move lower in the price of gold.

Friday, December 13, 2013

GOLD Bear Market Ending in December / Commodities / Gold and Silver 2013

By: David_Banister

Our Last major Elliott Wave Analysis of Gold came in early September when Gold had touched the 1434 area, and in that analysis we called for a re-test of 1271-1285 levels.  This was based on our Elliott Wave Analysis of the patterns involved since the 1923 spot highs in the fall of 2011.  Our clients of course were updated on a regular basis since that public analysis and we have been looking for clues to a bottom in this Gold bear cycle from the 2011 highs.

Friday, December 13, 2013

Critical Week Ahead for Gold Bugs as Bear Market Continues / Commodities / Gold and Silver 2013

By: Adrian_Ash

LONDON gold in Dollars terms traded flat for the week Friday morning, holding around $1230 per ounceafter what one analyst calls "a tumultuous few days."

Stockmarkets ticked higher but London's FTSE100 headed for a 1.5% drop on the week.

Silver also erased the last of its mid-week gains, which reached 5.0% yesterday morning, to trade back at $19.55 per ounce.