Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, December 13, 2018
Is the Buyer’s Market for Silver Coming to an End? / Commodities / Gold and Silver 2018
By: MoneyMetals
Few markets are as depressed – and, as many analysts argue, suppressed – as silver. Prices for the white metal continue to languish in a low-level trading range amidst lackluster demand.
The upshot for investors is that they can now obtain silver bullion at both a low spot price and a low premium above spot.
How long this buyer’s market will is unknowable last. But given silver’s manic-depressive personality, prices could launch explosively higher at any time.
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Thursday, December 13, 2018
Gold Price Analysis: Closer To A Significant Monetary Event / Commodities / Gold and Silver 2018
By: Hubert_Moolman
Previously, I have shown how we could be close to major financial crisis with the monetary system at the center. The following chart that shows the ratio of gold to the monetary base was used:
The chart shows the ratio of the gold price to the St. Louis Adjusted Monetary Base back to 1918. That is the gold price in US dollars divided by the St. Louis Adjusted Monetary Base in billions of US dollars. (from macrotrends.com)
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Wednesday, December 12, 2018
Owning Precious Metals in an IRA / Commodities / Gold and Silver 2018
By: The_Gold_Report
Andy Schectman of Miles Franklin Precious Metals Investments discusses with Maurice Jackson of Proven and Probable some benefits of holding precious metals in IRAs as well as some other tax advantages of precious metals.
Maurice Jackson: Welcome to Proven and Probable. Joining us is Andy Schectman, the president of Miles Franklin Precious Metals Investments.
In our previous interview, we addressed the value propositions and opportunity of a lifetime available right now in silver and platinum. Today, we will address two very important topics regarding tax law selling in precious metals RAs.
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Tuesday, December 11, 2018
The Amazing Story of Gold to Gold Stocks Ratios / Commodities / Gold and Silver Stocks 2018
By: Rambus_Chartology
Tonight I would like to show you some charts from the PM complex we haven’t looked at in a long time. Some of these charts will look familiar to some of our long term members as they were very helpful in the past to help us figure out what the PM complex was up to. This first chart is a ratio combo chart which has the GOLD:XAU on top and the XAU on the bottom. When the ratio is rising gold is outperforming the XAU. During the bull market years starting around 1999 or so the ratio would trade between roughly 5.10 on top, blue horizontal line, and 3.70 on the bottom, red hormonal line. When the ratio rallied up to the blue line around the 5.10 area it was a good time to back up the truck and buy your favorite PM stocks and when the ratio got down to the red line around the 3.70 it was a good time to sell your PM stocks.
Tuesday, December 11, 2018
Natural Gas Breaks Lower Towards Our $3.00 Target / Commodities / Natural Gas
By: Chris_Vermeulen
Just about seven days ago we alerted all of our followers to a massive breakdown move that was about to unfold in Natural Gas. At that time, we predicted the price of Natural Gas would break below $4.30 and fall quickly towards the $3.00~3.20 level. Taking a look at that call now, with the price below $3.60, it seems our analysis was perfectly timed.
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Tuesday, December 11, 2018
Silver Investors See Palladium as the “Canary in the Coal Mine” / Commodities / Gold and Silver 2018
By: MoneyMetals
The precious metals sector has just one standout performer this year, and that is palladium. Lately the market for that metal has gotten more than just hot. Developments there could have implications for the LBMA and the rickety fractional reserve system of inventory underpinning all of the physical precious metals markets.
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Monday, December 10, 2018
United States Facing Climate Change Severe Water Stress / Commodities / Climate Change
By: Richard_Mills
Whisky is for Drinking; Water is for Fighting Over
The problem of severe water stress in the United States - and elsewhere - is serious and getting worse. Water stress is what happens when the demand for water exceeds the amount available, or when poor quality restricts its use. It most commonly occurs in areas where available water supplies have been over-exploited, often due to agriculture or urban development.
Depending on diet and lifestyle, a person needs between 2,000 and 5,000 litres of water a day to produce their food and meet their drinking and sanitation requirements
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Monday, December 10, 2018
Waiting for Gold Price to Erupt / Commodities / Gold and Silver 2018
By: Chris_Vermeulen
As we are watching the US and global markets rotate dramatically lower over the past few days, we have been advising our members that we believe this rotation is an over-reaction to economic impetuses and trade issues – not a massive downside price break. Overall, some of our longer-term technical indicators are currently bearish, as one would think technical indicators would react to price activity and trends. Our ADL, predictive modeling system, is still suggesting upside price activity and we believe our research team has hit on something that helps to put this end of year turmoil into perspective.
Monday, December 10, 2018
Listen to What Gold is Telling You / Commodities / Gold and Silver 2018
By: Gary_Savage
Listen to what gold is saying. It’s not deflation that we have to worry about. We’re about to enter a multi year period of rising inflation. Seriously did you think years of QE weren’t going to have consequences at some point?
For a long time I’ve maintained several key macro views.
- Gold started a new bull market in late 2015.
- The dollar started a secular bear market in early 2017.
- Stocks have not topped yet. We still have higher highs ahead.
First off let’s look at the stock market.
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Sunday, December 09, 2018
Gold Stocks Acting as they Should During Market Stress / Commodities / Gold and Silver Stocks 2018
By: Gary_Tanashian
The macro has moved through a time of moderately rising inflationary concerns when economies were cycling up, many commodities were firm and risk was ‘on’. Contrary to the views of inflation-oriented gold bugs, that was not the time to buy gold stocks.
As I have belabored again and again, the right time is when the inflation view is on the outs, gold is rising vs. stock markets, the economy is in question, risks of a steepening yield curve take center stage (the flattening is so mature now that steepening will be a clear and present risk moving forward) and by extension of all of those conditions, confidence declines.
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Sunday, December 09, 2018
Palladium Shortages Expose Broken Futures Markets for Precious Metals / Commodities / Palladium
By: MoneyMetals
Craig Hemke of the TF Metals Report joins me for a fascinating conversation you will not want to miss. Craig tells me why we all need to pay attention to the white-hot palladium market right now and discusses the massive physical supply shortages there that have a chance to actually break the trading exchanges. He also suggests 2019 is poised to be the best year for gold and silver in nearly a decade. So make sure you stick around for my interview with Craig Hemke, coming up after this week’s market update.
Well, it’s been a wild few days in the markets for stocks, commodities, and precious metals....
In spite of the trading week being shortened by a national day of mourning for former President George H.W. Bush, the S&P 500 experienced one of its widest weekly trading ranges of the year. Prices swung 5% from high to low, with most of that being recorded on the downside. The stock market did manage to avert a major technical breakdown Thursday, closing well above its low point.
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Sunday, December 09, 2018
Is an Inverted Yield Curve Bullish for Gold? / Commodities / Gold and Silver 2018
By: Jordan_Roy_Byrne
In recent days we’ve seen the beginnings of an inversion in the yield curve.
The 2-year yield and the 5-year yield have inverted but not yet the the 2-year yield and the 10-year yield, the curve that is watched most. However, “2s and 10s” as bond traders would say appear headed for an inversion very soon.
We know that an inversion of the yield curve precedes a recession and bear market. That is good for Gold. But timing is important and the key word is precedes.
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Saturday, December 08, 2018
Stocks Selloff Boosting Gold / Commodities / Gold and Silver 2018
By: Zeal_LLC
The recent stock-market selloff is persisting, fueling mounting worries among investors. The intensifying volatility and lack of a quick rebound higher is strangling euphoric sentiment, spawning self-reinforcing selling pressure. Scoffed at a few months ago, the notions that a young bear market is underway and a recession looms are gaining traction. The great beneficiary of this ominous stock-market downturn will be gold.
Gold has always been an essential asset class for prudently diversifying investment portfolios. Uniquely it tends to rally when stock markets weaken, offsetting some of the losses in typical stock-heavy portfolios. Gold acts like portfolio insurance, usually soaring when stock markets plunge on unforeseen news. All throughout history, wise investors have recommended everyone have 5% to 10% of their portfolios in gold.
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Friday, December 07, 2018
Will Weak US Dollar Save Gold? / Commodities / Gold and Silver 2018
By: Arkadiusz_Sieron
Trade wars and lax fiscal policy are negative for the US dollar and positive for gold. Myth or fact? We invite you to read our today’s article about the effects of Trump’s actions on the greenback and find out whether weak dollar will save gold.
Let’s look at the chart below. As one can see, the greenback has been in a bull market since February 2018. Yup, the chart does not lie. The US Congress widened the fiscal deficit, while President Trump engaged in trade disputes. But despite these disturbing developments for long-run economic health, the broad trade weighted US dollar index increased from 115 to almost 130 now. But why – shouldn’t it decline?
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Friday, December 07, 2018
4 Commodities With Big Potential Ripe for Opportunity -- NOW / Commodities / Commodities Trading
By: EWI
Dear Reader,
Trading commodities is tough business: It's hard enough to spot a good setup, harder still to time pulling the trigger.
Our friends at Elliott Wave International understand this reality -- so, they've put together a free resource for you: They call it, "4 Commodities Ripe for Opportunity -- NOW."
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Friday, December 07, 2018
Gold and Palladium Shake Hands / Commodities / Gold and Silver 2018
By: P_Radomski_CFA
The price of palladium just exceeded the price of gold for the first time in 16 years. That’s an epic even. But what does it really mean? And why should gold, silver, and mining stock investors care about the small palladium market?
In short, because this development can tell us something about the future performance of the PM sector in general.
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Friday, December 07, 2018
These Oil Stocks Are a Ticking Time Bomb / Commodities / Crude Oil
By: John_Mauldin
I don’t blame you.The yields on energy master limited partnerships (MLPs) are very tempting.
If you’re not sure what these are, energy MLPs are companies that own the pipelines that transport oil and natural gas around the US.
And they often pay huge dividend yields. The top five oil MLPs have an average dividend yield of 5.3%. That’s more than twice the S&P 500 dividend yield of 1.9%.
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Thursday, December 06, 2018
Palladium Market Panic Buying - What Comes Next? / Commodities / Palladium
By: MoneyMetals
This week, a white metal reached a rare feat. Palladium has traded at a higher cost per ounce than gold.
Last month, the palladium market pushed through all remaining technical barriers by posting a new all-time high. A chronic supply deficit now threatens to launch palladium prices into a super spike.
A true shortage of physical metal may be at hand. The primary source of demand is automakers who require palladium for catalytic converters. Supply, meanwhile, comes primarily (more than 80%) from just two unreliable countries: Russia and South Africa.
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Thursday, December 06, 2018
When Lights Go Off, What Does Gold Do? / Commodities / Gold and Silver 2018
By: Arkadiusz_Sieron
Powell has recently came up with the metaphor of wandering in the darkness. Will golden sunshine brighten the dark?
I Am the Fed Chair and I Know Nothing
On November 14th, Powell discussed global perspectives in Dallas Fed with its President, Robert Kaplan. He characterized the Fed’s stance, providing an interesting analogy:
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Tuesday, December 04, 2018
Trump and Powell More Dovish. Will Gold Fly Away? / Commodities / Gold and Silver 2018
By: Arkadiusz_Sieron
President Trump and President Xi Jinping agreed to halt escalation in their trade conflict. At the same time, the Fed officials became more cautious about the pace of future interest rate hikes. How will the softening of the US trade and monetary policies affect the gold market?
Trade Truce and Gold
Have you heard about the Christmas truce? It was a series of unofficial ceasefires across the Western Front during World War I around Christmas Day in 1914. In that time, men from both sides emerged from the trenches and met in No Man’s Land to exchange gifts, take photos, sing carols and play football. Really. We were also moved. It shows that there might be a moment of peace even during a dreadful war.
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