Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, December 10, 2013
Gold 30%+ Optimum Stocks, Bonds Portfolio Investment Allocation / Commodities / Gold and Silver 2013
By: Axel_Merk
How can an investor get guidance on how to construct a portfolio that will protect them should the stock market have another losing streak that lasts more than a few days? We discuss this question while specifically looking at how much gold an investor may want to hold in a portfolio.
Tuesday, December 10, 2013
Silver Price Set to Double, According to… Apple? / Commodities / Gold and Silver 2013
By: Money_Morning
Peter Krauth writes:
We all have our reasons for following Apple. I track it because this tech behemoth is a massive global consumer of metals - base, rare earth, and precious.
And right now, Apple is giving us some surprising indications that the demand for silver is much higher than its current price would have us believe.
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Tuesday, December 10, 2013
Gold Production Wars: The East Slays The West / Commodities / Gold and Silver Stocks 2013
By: Steve_St_Angelo
Not only is there a battle going on between the East and West when it comes to increasing physical gold reserves, there's also a gold production war taking place amongst these same nations.
Something quite extraordinary took place in 1997 which very few investors are aware. This was the year that the West peaked in overall gold production. Even though the world will hit a new record of global mine supply in 2013, the combined total of the top Western gold producing countries are still way off their highs set in 1997.
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Monday, December 09, 2013
Gold 2014 Up 70% or Stocks Down 40%? / Commodities / Gold and Silver 2014
By: Ned_W_Schmidt
As we to prepare for the arrival of a new year, 2014 for those not keeping track, we should take time to consider reality. One part of that is to reconsider some well grounded advice: Past performance does not predict future performance. 2013 has clearly been the year of the equity fantasy, and one not enjoyable for Gold investors. An investment world focused on TWTR and bitcoins is one in which the Greater Fool Theory again dominates. With year end rapidly approaching, now is the time to consider what the numbers tell us, not the investment hype popular in the media.
Monday, December 09, 2013
Gold ETF Selling Continue, Futures Bearishness Marks "Possible Turn in Sentiment" / Commodities / Gold and Silver 2013
By: Adrian_Ash
The PRICE of wholesale gold held steady around $1230 per ounce in London trade Monday morning, ticking upwards as European shares slipped but Asian stock markets closed higher after strong data from China.
The Euro rose to 6-week highs vs. the Dollar on the FX market, capping gold priced in the single currency beneath €900 per ounce.
Monday, December 09, 2013
Gold Cycle Bottom Coming Due / Commodities / Gold and Silver 2013
By: Jim_Curry
For the near-term action in the gold market, there are several key cycles that are coming due right now with the gold market, with both the daily weekly cycles due for a bottom of some degree. Whether that low will end up as anything meaningful remains to be seen, though at least a short-term bottom is expected to materialize, with the daily cycles looking for the same on or around the December 6th date. Take a look at the chart below:
Monday, December 09, 2013
HUI Stocks to Gold Ratio Charts..When is Enough Enough? / Commodities / Gold and Silver Stocks 2013
By: Rambus_Chartology
Tonight I would like to show you some HUI to gold ratio charts that could give us a place to look for the ultimate low for the big cap precious metals stocks. So far these charts have been playing out for over five years. The first chart is a 5 year daily line chart that shows the blue 5 point triangle reversal pattern. That 5 point blue triangle reversal pattern has led the big cap PM stocks lower forming one consolation pattern after another.
Sunday, December 08, 2013
Silver Price Letting The Market Speak / Commodities / Gold and Silver 2013
By: Michael_Noonan
We are not a source for or fans of endless statistics, like the number of ounces purchased from one period over another, how many ounces are available at the Comex, how many ounces have been mined, the demand for v the production of silver, etc, etc, etc. Too boring.
It may satisfy many to know this information, but we are more interested in what translates into results, where can a market turn be determined, where price is likely to go, etc, etc, etc? This is where the challenge lies, for it comes down to timing in order to enter or exit a market, seeking profit opportunity in the process.
Saturday, December 07, 2013
OPEC Warned On 2014 Crude Oil Supply Glut / Commodities / Crude Oil
By: Andrew_McKillop
TIMELY ADVICE TO OPECLeo Drollas, the head of the Saudi-backed, London-based Centre for Global Energy Studies in a 3 December interview with New Europe on the eve of the 4 December OPEC meeting, itemized several supply-side reasons why present high oil prices are not forever. Apart from the USA's record-breaking output of oil driven by its shale-oil production, Drollas said: “Next year, Iraqi oil will increase by 300,000 barrels a day, we think at least, there will be 250,000 more from Venezuela, there will be possibly 1 more million barrels from Iran, when Iran comes back, and Libyan oil should return”.
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Saturday, December 07, 2013
Gold And Silver - Your Economical Survival Depends On Them / Commodities / Gold and Silver 2013
By: Michael_Noonan
We had planned on writing about China's emergence as the world's new superpower, while the United States keeps sliding into Third World status, but we cannot escape the more cogent political implications/ramifications of the diverging paths between the two countries. Actually, the United States has turned direction from a positive influence to a negative one with almost all other countries in the world.
Friday, December 06, 2013
Gold ETF Selling Waning / Commodities / Gold and Silver Stocks 2013
By: Zeal_LLC
Gold’s worst year in memory was largely the result of extreme gold-ETF selling. A flood of gold supply hammered gold prices as stock investors around the world aggressively dumped gold ETFs. They were rotating out of gold to chase the Fed-driven stock-market levitations. But as toppy stock markets inevitably reverse, so will capital flows. Gold-ETF outflows are already waning, and will soon shift to accelerating inflows.
This is a very bullish omen for battered gold prices. They are determined by supply and demand, like everything else traded in financial markets. When supply exceeds demand, prices retreat until a new equilibrium level is reached that balances buying and selling. Fundamentally, this year’s extreme gold-ETF selling is responsible for literally all the world’s excess gold supply. That vanishes and gold soars.
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Friday, December 06, 2013
Gold Reverses Sharp Drop on Strong US Jobs Report / Commodities / Gold and Silver 2013
By: Adrian_Ash
WHOLESALE gold in London reversed a sharp drop Friday lunchtime, recovering a $20 plunge on the release of US jobs data to trade back above $1230 per ounce, heading for a 1.7% drop on the week.
Versus analyst forecasts of 180,000 net hiring last month, the US economy added 203,000 jobs according to the official Non-Farm Payrolls report.
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Friday, December 06, 2013
Circling Back to Silver Fundamentals / Commodities / Gold and Silver 2013
By: Dr_Jeff_Lewis
Beyond the typical underlying changes in money supply there are very important elements of demand that continue to push the price of physical silver higher and higher. This is despite the fact that silver has been money for much longer then gold.One element is the elasticity of demand for silver, particularly in the manufacturing of electronics.
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Friday, December 06, 2013
Two Factors Suggest Gold Market Problems Will Get Bigger / Commodities / Gold and Silver 2013
By: DailyGainsLetter
Mohammad Zulfiqar writes: Gold bullion prices are taking a big hit. The precious metal continues to slide lower, and sits at the lowest level since July; negativity towards it is exuberant. There’s a significant amount of noise that says gold bullion prices will go much lower, and those who are against it can be found saying that it’s not worth the investment—those who are bullish on the precious metal are ridiculed.
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Friday, December 06, 2013
Massive Silver Trading Opportunity / Commodities / Gold and Silver 2013
By: Investmentscore.com
Some of the biggest, most profitable trading opportunities only come around once every thirty years or so and we think this may be one of them. Why do we think we have spotted a massive trading opportunity?
- We believe a thirty three year overhead resistance level may be broken in the near future and the big money is made in the big trends.
- We believe a precedent for this breakout has already been set.
- We believe there may be an early "buy signal" in the current setup.
Friday, December 06, 2013
Forget About Trying To Get Rich With Gold… You’re Going To Need It To Survive! / Commodities / Gold and Silver 2013
By: Submissions
Mike McGill writes: With the precious metals market in the doldrums and at the bottom of a thirty month correction, there has definitely been some hand wringing and a whole bunch of moping from investors who purchased gold and silver at or near the 2011 highs. This is natural and to be expected. Nobody wants to lose money. People purchase investments ostensibly to make money – hopefully, a lot of it.
Friday, December 06, 2013
Government Price Manipulation Happening Now! / Commodities / Gold and Silver 2013
By: Julian_DW_Phillips
In 2013 the Indian Government raised import duties to 15% on gold. It then prevented the import of gold unless 20% of that gold was exported. Now this is blocked too. What impact has this had on the gold price? Here we look at the relevance of these moves to both the London and New York gold prices, which dominate the gold world.
Friday, December 06, 2013
Crude Oil Price Outlook / Commodities / Crude Oil
By: Nadia_Simmons
In our previous essay we focused on the oil-stocks-to-oil ratio and its implications for oil stocks. However, at the end of November we checked this ratio to find out what impact it could have on future crude oil's moves. At that time we wrote the following:
Read full article... Read full article...(...) the first thing that catches the eye on the above chart is a strong negative correlation between the ratio and the price of light crude.(...) the ratio remains in the gap between the April 2009 low and May 2009 high (...). In all previous cases, such a position of the ratio triggered a correction, which resulted in higher prices of light crude. Additionally, the ratio has approached the 38.2% Fibonacci retracement level (based on the entire 2009-2011 decline), which is a strong resistance level. Taking the above into account, if history repeats itself once again and the ratio declines, we will likely see the bottom of the current correction.
Thursday, December 05, 2013
Gold Bull Over? Time for Goldbugs to Admit Defeat? / Commodities / Gold and Silver Stocks 2013
By: Jeff_Clark
After a 12-year run, it looks like gold's wave has truly crested, and many bears are arguing that it's all downhill from here. A quick glance at a long-term gold price chart can certainly seem to confirm this impression.
Thursday, December 05, 2013
Capitalising on Gold Strong Fundamentals Using Options / Commodities / Gold and Silver 2013
By: J_W_Jones
Throughout most of 2013, gold futures have been under major selling pressure. Gold opened the year trading around $1,675 per ounce. As of the 12/02/13 close, gold futures were trading around $1,220 per ounce which would mean that thus far in 2013, gold futures have lost more than 27% of their value.
Looking back to September of 2011, gold's all time high came in around $1,923 per ounce. In a little more than 2 years, gold prices have dropped around $700 per ounce representing a total loss of more than 36% based on the 12/02/13 closing price. I would say most analysts would agree that gold has been in a bear market over the past two years.
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