Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, December 05, 2013

Gold Mining Stocks Suggest Further Declines / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

In our last essay we examined the situation in the US Dollar Index (from many perspectives) and the Euro Index, as many times in the past it gave us important clues about future precious metals’ moves. Back then we wrote that the implications for the precious metal market were bearish just as the outlook for the Euro Index and just as it was bullish for the USD Index.

On the next trading day, after the essay was posted, gold, silver and mining stocks declined along with the European currency and hit their fresh monthly lows. Does it mean that the final bottom for the decline in gold, silver and mining stocks is already in?

Wednesday, December 04, 2013

No Evidence for Gold and Silver Price Manipulation / Commodities / Gold and Silver 2013

By: John_Mauldin

Grant Williams

This is an early warning. I'm going to be talking about gold (again) this week, so those amongst you who just kinda wish I wouldn't do that may be excused.

There. Now it's just us.

On November 1, 1961, an agreement was reached between the United States and seven European countries to cooperate in achieving a shared, and very clearly, stated aim.

Wednesday, December 04, 2013

Evidence on Why Gold Is Falling on the Verge of a Dollar Implosion - Video / Commodities / Gold and Silver 2013

By: Casey_Research

By Bud Conrad, Chief Economist

Bud Conrad, Casey Research chief economist, predicts in this fascinating interview with Future Money Trends that the US dollar will implode and be replaced with a new currency, quite possibly one backed by gold. Then why is the gold price dropping like a brick in the face of dollar devaluation? Watch the video for Bud's eye-opening answer…

Wednesday, December 04, 2013

Gold Culture - The Eastern Lust For Gold / Commodities / Gold and Silver 2013

By: Peter_Schiff

Having replaced savings with debt on both the national and individual levels, I think it's well past time for Westerners to take a few lessons from our creditors in the East. Many Americans consider gold a "barbarous relic," but in Asia, the yellow metal remains the bedrock of individual savings plans. This means that either greater than half of the world's population are barbarians, or they've held onto an important tradition that our culture has forgotten.

Wednesday, December 04, 2013

Gold Jumps After Strong ADP Jobs Data, "Short-Covering" Likely / Commodities / Gold and Silver 2013

By: Adrian_Ash

JUMPING to $1229 per ounce in London trade Wednesday, gold defied analyst expectations and reversed earlier 1% losses after stronger-than-expected US jobs data.

Today's private-sector ADP Payrolls Report said 215,000 jobs were added in the US last month, against consensus forecasts of 173,000.

Wednesday, December 04, 2013

Uranium Stocks for Long-Term Investing Success / Commodities / Uranium

By: InvestmentContrarian

Sasha Cekerevac writes: Many times people ask me how I come up with my investment strategy.

Obviously, there is no one answer, but a common trick I use when developing any investment strategy is to look for areas where market sentiment still remains below peak optimism.

Following the tragic events of the Fukushima Daiichi nuclear power plant disaster in Japan, market sentiment for uranium dropped, naturally. As Japan halted all nuclear power plants, shareholders adjusted their investment strategy to get out of uranium mining stocks.

Wednesday, December 04, 2013

Gold Price Manipulation And The Dog Track / Commodities / Gold and Silver 2014

By: Bob_Kirtley

Background
What follows is a light hearted ‘take’ on the current situation in the gold and silver space.
Many of our readers refer to the manipulation of the gold price for the reason that gold isn’t trading a lot higher than it is today. If you believe that the price of gold is manipulated by the ‘powers that be’ in order to drive prices lower then let’s indulge our imaginations by way of a visit to the dog track.

Wednesday, December 04, 2013

Gold Investor Notes From the Taj Mahal to Westminster Abbey / Commodities / Gold and Silver 2013

By: Frank_Holmes

I recently returned from India, a nation where an incredible 600 million people are under the age of 25. That's nearly double the entire population of the U.S.!

What's amazing about that figure is that, unlike the 1970s when India had no global footprint, today's generation is increasingly gaining access to the Internet.

Tuesday, December 03, 2013

U.S. Dollar Crisis is the Next Black Swan, Gold Bottom / Commodities / Gold and Silver 2013

By: Toby_Connor

Analysts everywhere appear to be wondering what could possibly be the catalyst to turn the gold market around. I maintain it's the same catalyst that drove the gold bull market from 2001 to 2011. Out of control currency debasement.

Does anyone seriously think that we can print trillions of dollars out of thin air for five years and not eventually have something bad happen? The next the black swan is already staring us in the face. It's going to be a collapse in the purchasing power of the US dollar.

Tuesday, December 03, 2013

Gold Tumbles 2.6% Prompting Analysts Line Up / Commodities / Gold and Silver 2013

By: Adrian_Ash

WHOLESALE gold trimmed Monday's 2.6% loss in Asian and London trade Tuesday morning, with a brief rally to $1226 per ounce as world stock markets fell after Wall Street retreated from record highs.

Gold priced in Euros dropped through €900 per ounce for the first time since July 2010.

Silver failed to match the Dollar gold rally, hitting a new 5-month low of $19.09 per ounce.

Tuesday, December 03, 2013

Will Strong Resistance Zone Stop the Oil-Stocks-to- Crude Oil Proce Ratio’s Rally? / Commodities / Crude Oil

By: Nadia_Simmons

In our last commentary on oil stocks from Nov. 20, we examined the NYSE Arca Oil Index (XOI) to find out what the current outlook for oil stocks was. In the summary, we wrote that the combination of a strong resistance level (the upper line of the smaller rising wedge) and the position of the RSI may encourage sellers to lock profits and trigger another correction in the coming days.

Tuesday, December 03, 2013

Avoid Regret: Accumulate Gold Bullion Now / Commodities / Gold and Silver 2013

By: InvestmentContrarian

Sasha Cekerevac writes: There are many ways to try to get a handle on where the market is currently trading and what’s likely to come. For me, investor sentiment is extremely important, but not for the reasons many would think.

All markets have various factors pushing them. As a contrarian investor, you want to look at taking profits during periods when investor sentiment has become extremely bullish, and accumulate positions as investor sentiment gets too pessimistic.

Tuesday, December 03, 2013

Prepare for Gold and Silver Price to Lift Off / Commodities / Gold and Silver 2013

By: The_Gold_Report

The end of the year is in sight, and many investors will soon be forced to take painful losses. David H. Smith, senior analyst at The Morgan Report, says that smart investors will take care to cull the weakest mining stocks from their portfolios and reinvest the proceeds in truly undervalued companies. In this interview with The Gold Report, Smith contends that once the market has worked through this process, a rejuvenated bull market in precious metals will eventually lead to a vertical rise in equities, with platinum group metals leading the way.

The Gold Report: With not many weeks left in 2013, gold remains under $1,300/ounce ($1,300/oz). Is this a bottom, or will it fall lower still?

Monday, December 02, 2013

Gold, Silver Reverse Rally on US Data / Commodities / Gold and Silver 2013

By: Adrian_Ash

FRIDAY'S late 1.1% rally in gold was reversed in Asian and London trade Monday morning, with the metal trading back below $1240 per ounce as world stock markets also slipped with commodities.

Silver tracked gold lower, falling from $20 per ounce at the start of Asian dealing to hit near 1-week lows $19.63.

Monday, December 02, 2013

Let’s Examine Some Facts About Gold and Silver, Precious Metals / Commodities / Gold and Silver 2013

By: Submissions

Mark Evans writes: I thought it would be instructive to examine some real concrete factual data rather than rely on the musings, conjectures, assertions, speculations and opinions from the masters of Newspkeak, Fedspeak and Doublespeak, that are nearly devoid of facts.  The misinformation, disinformation and white noise is deafening.......mission accomplished, but not in the rest of the world!

Sunday, December 01, 2013

GOLD Technical Analysis Charts / Commodities / Gold and Silver 2013

By: Submissions

Thomas Clayton writes: I have adjusted the variable parameters to titrate to the best signal .. Cross of stochastic rsi below 0.8 or above 0.2 and, slow stochastics 80 & 20,  macd line cross works well on this daily chart. Price outside of bollinger band top or below.. Liquidate long or short positions repectively.

Sunday, December 01, 2013

Comex Registered Gold Inventory Levels Leveraged At 65 Potential Claims Per Ounce / Commodities / Gold and Silver 2013

By: Jesse

"A new tyranny is thus born, invisible and often virtual, which unilaterally and relentlessly imposes its own laws and rules." Jorge Mario Bergoglio, Francis I

Here are the latest inventory figures of registered (deliverable) gold in Comex approved warehouses.

I am not sure approved can really apply, given the distancing that the Comex recently instituted in the disclaimer on their inventory report.

Saturday, November 30, 2013

Brent-WTI Crude Oil Premium - Strangers In The Night / Commodities / Crude Oil

By: Andrew_McKillop

STRANGERS IN THE NIGHT
'Oil & Gas Journal' in an article by RBN Energy in its July 23, 2013 edition, when the premium or differential for Brent grade oil against US West Texas Intermediate collapsed to nearly zero from highs above $25 in 2011 and 2012, and a 2013 peak of $23 to date, said that despite the rebounds and recoveries, the premium has to decline. Its fundamentals are bad, the logic is bad, and the premium has strong headwinds. For oil brokers and traders, however, the heavily traded “premium trade” is still good for a flutter on the markets. Brent's premium shook itself out of bed and jumped from $14.64 to $16.21 in the week ending Nov  22, in two days trading but fell back the following week. 

Saturday, November 30, 2013

Gold And Silver Reverse Bubble. Huge Rally When Broken. Note Bitcoin / Commodities / Gold and Silver 2013

By: Michael_Noonan

Gold and silver are in reverse bubbles, if you will, where price has been both severely distorted and suppressed by central banks, the visible tools of the otherwise hidden moneychangers, those on the top of the population pyramid who want to control and enslave the entire world in a totalitarian state of existence. Ironically, the best and only hope for the [not so] free world comes from China and Russia. It is a twisted world in which we live.

Saturday, November 30, 2013

Soaring U.S. Crude Oil Storage - Set to Pass 400 Million Threshold / Commodities / Crude Oil

By: EconMatters

Trend is to Store more Oil

A year ago oil in storage stood at 274 million barrels, and with another robust year of domestic production, and despite curtailed imports, the US Oil Inventory stands at 391 million barrels and climbing.

We are still technically in the building season for oil supplies which peaked in late May just shy of 400 Million Barrels, before the drawing season kicked off with the exporting of gasoline through increased refinery utilization led by the gulf coast refiners with their increased capacity to take advantage of the spread differential and cheaper operational energy in natural gas to export refined products more competitively than peer nations.