Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Sunday, January 22, 2017
Great Rotation and Gold / Commodities / Gold and Silver 2017
By: Arkadiusz_Sieron
The performance of gold in 2017 depends largely on whether the Trump’s presidency will lead to lasting shift in the markets. What changes do we mean? Some analysts mention the reflation, others point out the ‘risk on’ sentiment and the ‘great rotation’ out of bonds and into stocks. Ray Dalio, the founder and chairman of Bridgewater, claims that the Trump’s victory was a turning point ending the period characterized by increasing globalization, free trade, and global connectedness; relatively innocuous fiscal policies; sluggish GDP growth, low inflation, and falling bond yields. The new period is believed to be characterized more by decreasing globalization, free trade, and global connectedness; aggressively stimulative fiscal policies; increased economic growth, higher inflation, and rising bond yields.
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Sunday, January 22, 2017
This Ratio Suggests Gold Is Entering a Major Bull Market / Commodities / Gold and Silver 2017
By: John_Mauldin
An often cited negative about gold is the inability for investors to value it, unlike traditional investments such as stocks and bonds.
A company’s revenues and earnings can be forecast to arrive at a valuation multiple. A bond’s cash flows can be discounted to come up with a present value. But since gold bullion does not produce either, investors often struggle with assigning a fair value.
Some will look at technical analysis, others fundamentals, interest rates, or expected inflation—but unfortunately there’s no correct answer, and attempting to time the market when choosing an entry point is extremely difficult.
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Saturday, January 21, 2017
Time for Crude Oil Price Drop below $50? / Commodities / Crude Oil
By: Nadia_Simmons
Trading position (short-term; our opinion): Short positions (with a stop-loss order at $56.45 and an initial downside target at $45.81) are justified from the risk/reward perspective.
On Wednesday, crude oil lost 2.57% after the head of the IEA warned of a significant increase in U.S. shale output as OPEC and non-OPEC producers cut output. This news negatively affected the investors' sentiment and pushed the black gold under important support levels. What does it mean for light crude?
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Thursday, January 19, 2017
Gold Price 50-DMA Breakout / Commodities / Gold and Silver 2017
By: P_Radomski_CFA
In yesterday's alert, we wrote that the decline in the USD Index was likely a temporary phenomenon based on the investor's needless overreaction - the USD reversed and more than erased this week's decline. The metals' reaction was also in tune with our expectations - they reversed. Was this just a one-day phenomenon and will gold rally based on its recent breakout above its 50-day moving average or can we expect more declines in the following days?
Thursday, January 19, 2017
Turkey, 'Axis of Gold' and End of US Dollar Hegemony / Commodities / Gold and Silver 2017
By: GoldCore
Introduction
Buy Gold and Lira, Sell Dollars To End “Economic Sabotage” – PM of Turkey
Gold Imports to Turkey Surge 688% In December
‘Tough Turkey’ today
Affinity for gold to save the day?
Central bank gold demand
Personal accumulation
Country’s gold reserves
Turkey Iran gold conduit
Axis of Evil to Axis of Gold
Conclusion: Gold as an insurance policy
Thursday, January 19, 2017
Gold - How to "Buy Low and Sell High" Like a Pro / Commodities / Gold and Silver 2017
By: EWI
Learn about one group of investors who ACTUALLY know how to time the markets
There's an old saying on Wall Street that goes "buy low and sell high."
It's usually said in jest because it's a feat that's much easier said than done. History shows that most investors pile into bull markets just as they are about to end, and they do the opposite in bear markets: sell right near the bottom, when the fear is at its highest.
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Wednesday, January 18, 2017
Gold – 38% Fib Reached / Commodities / Gold and Silver 2017
By: Gary_Savage
Gold has tagged the 38% Fibonacci retracement of the previous intermediate cycle. This is the most likely spot for gold to drop into a half cycle low if it’s going to produce one. Dips are buying opportunities in the advancing phase of an intermediate cycle.
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Wednesday, January 18, 2017
Gold Up 5.5% YTD – Hard Brexit Cometh and Trump Wants Weaker Dollar / Commodities / Gold and Silver 2017
By: GoldCore
GOLD PRICES UP 5.5% YTD – CONCERNS OF “CALAMITOUS SELF-HARM” TO EU FROM BREXIT AND TRUMP DOLLAR COMMENTS SUPPORT GOLD
Gold prices extended their run of gains to a seventh session and added another $12 to $1,215 an ounce yesterday. Gold prices have consolidated on those gains today and are now up 5.5% in dollar and sterling terms and 5% in euro terms year to date.
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Wednesday, January 18, 2017
Returning Gold Bulls / Commodities / Gold and Silver 2017
By: Bob_Loukas
Back in December, I noted that there was not a Gold bull to be found (See post: Not a Gold Bull in Sight) and that the Gold Cycle was on the verge of a significant Cycle turn. Fast forward a month, and 20 days of this Daily Cycle (DC), gold is up almost $100 and has again caught the attention of gold bulls.
Since the Cycle turn, this has been a rather interesting first Daily Cycle in gold. Mostly because the rally over the first twenty days has been fairly constant, with the half Cycle Low noticeably absent. Moreover, the move has not seen a surge based on a typical rush to cover short positions normally seen around the turn of any Investor Cycle.
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Tuesday, January 17, 2017
Bitcoin and Gold - Outlook, Volatility and Safe Haven Diversification / Commodities / Gold and Silver 2017
By: GoldCore
– Recent performance of Bitcoin and Gold
– Price outlook
– Bitcoin, China and capital flight
– Exchanges of value?
– Can bitcoin rival gold as a safe haven?
– ‘Bitcoin vs Gold’ or ‘bitcoin and gold’?
– Importance of diversification
– Conclusion: A monetary and financial revolution?
Tuesday, January 17, 2017
The Top 5 Places To Work In U.S. Oil And Gas / Commodities / Oil Companies
By: OilPrice_Com
Anadarko Petroleum and Chevron have emerged as the top two employers in U.S. oil and gas, according to a survey conducted by the job site Indeed. The top five for the industry was completed by Plains All American at #3, Occidental Petroleum at #4, and Noble Energy at #5.
Indeed said that it ranked companies based on a number of factors but generally speaking, the better the site visitor ratings and reviews a company had, the higher it ranked on the “Best Places to Work” list.
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Tuesday, January 17, 2017
OPEC Oil Deal Already Showing Signs of Stress / Commodities / Crude Oil
By: AnyOption
Even though Saudi Arabia was quick to proclaim a victory at the outset of the year after reducing its own oil production to levels agreed upon in Vienna, there are numerous threats to the outlook for crude prices. Despite claims that the move to reduce OPEC output will be enough to drain the approximate 300 million barrels in global oversupply within six months, a move by the Cartel and non-OPEC members to ramp up production afterwards could beckon the resurgence of global oversupply. Read full article... Read full article...
Tuesday, January 17, 2017
Rally in Gold and Gold Stocks Has More Upside / Commodities / Gold and Silver 2017
By: Jordan_Roy_Byrne
Gold and Gold stocks have rallied as expected and the consolidation in the miners in recent days looks bullish. GDX and GDXJ have digested the recent recovery quite well as Gold is testing resistance around $1200/oz. While the price action portends to more gains so does the breadth in the miners as well as short-term structure in the US$ index and bond yields.
Tuesday, January 17, 2017
Damage Inflicted by Precious Metals Manipulation Is in the “Multi Billions” - Keith Neumeyer / Commodities / Gold and Silver 2017
By: MoneyMetals
Mike Gleason (Money Metals Exchange): It is my privilege now to bring in Keith Neumeyer, founder and CEO of First Majestic Silver Corp, one of the top silver mining companies in the world. Keith has an extensive background in the resource and finance sectors and has also been an outspoken voice about the manipulation that has been occurring in the futures market pricing of silver.
It's a real privilege to have him on with us again today. Keith, thanks so much for joining us and welcome back.
Mike Gleason: It is my privilege now to bring in Keith Neumeyer, founder and CEO of First Majestic Silver Corp, one of the top silver mining companies in the world. Keith has an extensive background in the resource and finance sectors and has also been an outspoken voice about the manipulation that has been occurring in the futures market pricing of silver.
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Tuesday, January 17, 2017
Gold Price Forecast 2017 Update - Video / Commodities / Gold and Silver 2017
By: Nadeem_Walayat
The gold price bottomed on the 15th of December 2016 at $1124.30 since which entered an uptrend that has taken the precious metal to its recent high of $1207, apparently catching many gold bugs asleep at the wheel, many of whom had publically thrown in the towel due to the failure of Gold to perform post Trump, but most recently have been busy scrambling to play catch up as the price homed on on $1200.
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Monday, January 16, 2017
New Oil Drilling Technology Will Soon Spark an Explosion of Oil Stocks Sector / Commodities / Oil Companies
By: John_Mauldin
Energy stocks have been tearing higher since the election on bets that the Trump administration will relax environmental restrictions and open more federal lands to oil and gas drilling. Crude oil’s staying north of $50 hasn’t hurt, either.
It is up there in part because OPEC threw in the towel and agreed to production limits. Unfortunately for OPEC, those limits don’t apply to US and Canadian shale producers. And the history of OPEC is that they all cheat like crazy, anyway.
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Monday, January 16, 2017
Physical Gold Market Will Trump Paper Gold / Commodities / Gold and Silver 2017
By: GoldCore
John Hathaway of Tocqueville Funds says the physical gold market will defeat the paper gold market leading to a much higher price for the monetary metal in the coming months and years in his Tocqueville Gold Strategy Investor Letter (Fourth Quarter 2016 Investor Letter):
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Monday, January 16, 2017
Gold Price 2017 Trending Towards $1375 as Forecast / Commodities / Gold and Silver 2017
By: Nadeem_Walayat
The gold price hit bottom at $1124.30 on the 15th of December 2016 following which it entered an uptrend that has taken the precious metal to a recent high of $1207, all this whilst apparently many gold bugs were asleep at the wheel having publically thrown in the towel due to the failure of Gold to perform, and most recently have been busy scrambling to play catch up.
Friday, January 13, 2017
Big Gold Buying Coming 2017 / Commodities / Gold and Silver 2017
By: Zeal_LLC
Gold has hit the ground running in this young new year, a stark contrast to its brutal post-election selloff. Rather remarkably, these strong recent gains accrued despite literally zero buying from one of gold’s most-important constituencies. The American stock investors who almost single-handedly fueled gold’s strong bull market last year are still missing in action since the election. That means big gold buying is still coming.
All free-market prices, including gold’s, ultimately result from the balance between popular supply and demand. When supply outweighs demand as evidenced by investment-capital outflows, gold is forced lower. That’s exactly what happened after Trump’s surprise win in early November. When investors flee gold for any reason, including chasing record-high stock markets, the resulting oversupply really hits prices.
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Friday, January 13, 2017
A Bullish Case for Gold 2017 / Commodities / Gold and Silver 2017
By: David_Galland
Dear Parader,
This week, I am happy to present an article by dear friend and business partner Olivier Garret, who makes the case for gold under President Trump.
While Olivier is biased, given he founded the Hard Assets Alliance, I think you’ll find his logic is sound.
My personal concern remains the strength of the US dollar. “The Super-Dollar” is the lead story in the current edition of Compelling Investments Quantified, our premium—and very profitable—monthly investment letter.
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