Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, February 17, 2017

Gold Trade Note Sighted / Commodities / Gold and Silver 2017

By: Jim_Willie_CB

The Gold Trade Note is gradually coming into view, its form within structured contracts is taking shape as components. the Petro-Dollar has almost completely vanished. The Petro-Yuan is essentially here in its infancy, in rudimentary form. the leap to the Gold Trade Note will be easy, once the pieces are aligned and in place. This new note for usage in secure trade settlement is in the inception process. It will be structured within existing trading vehicles and platforms. The Russians and Chinese appear to be forming the basis for the payment vehicle within the oil trade. Consider it as a formal reflection of the Iran-India gold for oil trade.

Friday, February 17, 2017

Gold Is Undervalued Say Leading Fund Managers / Commodities / Gold and Silver 2017

By: GoldCore

• Gold is undervalued according to a record number of fund managers
• Last time gold was considered undervalued, the price surged
• BAML surveyed 175 money managers with $543 billion in assets under management
• 34% of investors believe protectionism is the biggest threat to markets
• Gold viewed as the best protectionist investment by a third of investors

Thursday, February 16, 2017

Silver, Gold Stocks and Remembering the Genius of Hunter S. Thompson / Commodities / Gold and Silver 2017

By: The_Gold_Report

Precious metals expert Michael Ballanger ponders the timelessness of Hunter S. Thompson's "blistering attacks on the status quo" and their applicability to today's political landscape. He also reminds us of the "incredibly bullish" fundamentals for silver and lays out the evidence for why this precious metal is on its way to $25/ounce by mid-year.

Wednesday, February 15, 2017

Gold Intermediate Cycle Update / Commodities / Gold and Silver 2017

By: SurfCity

NOTHING is certain or guaranteed in Markets.... ever. Anyone who tells you otherwise is a charlatan.

That said, within Bressert's Cycle framework the norm is that a new Intermediate Cycle in any asset should test or breach the Intermediate Cycle downtrend before topping and those are my expectations based on my current analysis on both Gold and the USD.

Wednesday, February 15, 2017

Gold Bull Market? Or was 2016 Just a Gold Bug Mirage? / Commodities / Gold and Silver 2017

By: Plunger

The consensus view in the precious metals sector is that we have embarked on the next great bull market in gold and silver. The story is gold and the entire mining sector bottomed in early 2016 and launched into its first leg up into early August. The sector then underwent a stiff correction from August to December, and has now finally found its legs and the upward advance has resumed. Money is now flowing into exploration and development plays reflecting the belief in this narrative.

I have an alternative interpretation of the markets action and I would like to share it with you. Intellectual integrity requires me to remain objective and skeptical of the market action since Jan 2016 due to various reasons we will discuss. As an investor I participated in last year’s colossal rally from start to finish, however I am NOT convinced the epic gold bear market which began in 2011 ended in early 2016.

Tuesday, February 14, 2017

Europe Eyes Sweeping Cash Ban: Are Gold & Silver Next? / Commodities / Gold and Silver 2017

By: MoneyMetals

The global war on cash continues. The cabal of bankers seeking more transaction fees, busybody political leaders, and central bankers who want to experiment with negative interest rates recently threw India into turmoil by eliminating the two largest denomination bank notes.

Now they are preparing a similar assault on Europeans’ ability to transact privately and without giving bankers a cut. European Union officials just published a "Proposal for an EU Initiative on Restriction on Payments in Cash."

Monday, February 13, 2017

Is the Gold Silver Ratio Predictive? / Commodities / Gold and Silver 2017

By: Bob_Loukas

Gold Silver Ratio

One aspect of the precious metals market today that I like is the Gold Silver Ratio.  It appears to have topped, right along with the 2016 gold bottom, and for all gold bull followers out there this is certainly a welcomed development.  Precious metals bear markets always hit silver hard, while bull markets always see Silver outperform gold.  As a result, the Gold Silver Ratio rises during bear markets and then falls during bull markets.

Monday, February 13, 2017

Is This The Top Commodity Play For 2017? / Commodities / Lithium

By: OilPrice_Com

The sweetest spot in the Lithium rush is now definitively Chile: It’s the world’s biggest venue, and it’s about to explode as Tesla flips the switch on its battery gigafactory, Chinese-Korean investors prepare to drop $2 billion on a new Chilean gigafactory, and the government has a change of heart that has lithium at its core.

Against this backdrop, we’re not just looking at the new ‘Who’s Who’ of lithium. We’re beyond that. Now we’re looking at who’s going to advance to new production first, with the highest grades of low-cost lithium.

Sunday, February 12, 2017

Gold Bull Market Surprises / Commodities / Gold and Silver 2017

By: Gary_Savage

In a bull market surprises come to the upside and it’s never advisable to lose one’s core position. This rally isn’t going to top until sentiment gets excessively bullish. Right now sentiment is dead neutral and it will take 5-10 more weeks before sentiment reaches 75% or higher.

Saturday, February 11, 2017

Uptrend in Silver (XAG/USD) Continues to Strengthen / Commodities / Gold and Silver 2017

By: MarketsToday

Spot silver (XAG/USD) closed strong last week (17.93), near the high of the week (18.00), as it continues to push up against the top trend line of a relatively well constructed ascending channel. It has been in a rising trend channel for the past seven weeks, ever since hitting a bottom at 15.64 in December. As of last week’s high, silver was up 15.1% off that December low.

Saturday, February 11, 2017

Dr. Copper on Call for Gains / Commodities / Copper

By: Mike_Paulenoff

Copper (made a new 18-month high on Friday, breaking out of a 10-month sideways bullish digestion zone that formed atop its 5-year down trendline at 2.48. Copper is poised for upside continuation to 3.00 next.

Let's notice that the strong recovery in Copper has coincided with a powerful upmove in 10-year Yield (lower chart).

Saturday, February 11, 2017

Gold and Gold Stocks Hit Upside Targets. Now What? / Commodities / Gold and Silver Stocks 2017

By: Jordan_Roy_Byrne

The precious metals sector has reached the upside targets we've written about since the start of 2017. Gold has touched almost $1250/oz ($1246/oz high) while GDXJ exceeded our $41 target and GDX nearly reached $26. The glass half empty case is the sector is now at strong resistance levels and any immediate upside will be difficult to sustain. On the other hand, the gold stocks are showing the internal (strong advance/decline line) and relative strength (leadership against Gold) that bodes for additional gains. There may be some more upside potential but the risk of a medium term correction looms in the background.

Friday, February 10, 2017

Gold Stocks Strong New 2017 Upleg / Commodities / Gold & Silver Stocks 2017

By: Zeal_LLC

Gold stocks are on fire this year, powering higher in market-dominating performance.  This is a massive reversal from their dark fourth quarter, with 6/7ths of those losses already erased.  But this strong new upleg still remains young and small by historical standards.  Gold stocks’ recent rally is only the vanguard of another major bull-market upleg.  This sector’s bullish technicals reveal vast upside potential from here.

The gold miners are a small contrarian stock-market sector that isn’t widely followed.  Hearing about how the gold stocks are faring in the mainstream financial media is pretty rare.  So this sector generally flies under the radars of the great majority of speculators and investors.  That’s rather unfortunate, because the gold stocks have enjoyed some of the greatest gains in all the stock markets in this young century.

Friday, February 10, 2017

Great Fiscal Rotation and Gold / Commodities / Gold and Silver 2017

By: Arkadiusz_Sieron

Reflation is a fact, at least for a while. And it is not limited to the U.S., as it is a truly global phenomenon – since 2016, the rebound in economic activity has been seen both in the advanced and emerging markets (this is partially due to the flattening in deep recessions in Russia and Brazil). The broad-based improvement is bad for the yellow metal, as it signals a more lasting revival. Additionally, although the recent rebound has mainly been triggered by the huge fiscal stimulus in China, the advanced economies have also improved significantly, in particular the U.S. It means negative news for gold, which is more sensitive to developments in America.

Friday, February 10, 2017

Gold Prices Up 5.8% YTD As Trump ‘Honeymoon’ Ends / Commodities / Gold and Silver 2017

By: GoldCore

Gold prices continued to shine this week reaching $1,244.70 per ounce and and has posted gains in five of the last six weeks. This week it reached a new three-month high – it’s highest since the Trump win and has climbed over 6% this year, beating the gains made in the same period in 2016.

Thursday, February 09, 2017

Silver Price 2017 Trend Forecast Update - Video / Commodities / Gold and Silver 2017

By: Nadeem_Walayat

The Silver price hit bottom at $15.67 mid December 2016 following which it has entered an uptrend that has taken the precious metal to its recent trading high of $17.88, all this whilst apparently many silver bugs as well as gold bugs had publically thrown in the towel due to the failure of the precious metals to perform following Trumps election win which instead of igniting a rally had resulted in a 20% slump in the silver which ensured that most silver bugs would be too battered and bruised to partake in the subsequent rally.

Thursday, February 09, 2017

Elliott Wave Analysis: Where the RUBBER Commodity Meets the Road / Commodities / Elliott Wave Theory

By: EWI

See why rubber prices bounced from an 11-year low to a 4-year high

There are nearly 50 commodity markets traded all over the world at any given time. That's one for every state in the United States.

So, how is an investor or trader supposed to know which of these markets to follow and which ones to dismiss?

Well, for our long-time Commodity Junctures editor Jeffrey Kennedy, the answer is simple: Don't wait for an Elliott wave pattern to develop on a market's price chart. But rather, choose price charts that already present discernible Elliott wave patterns.

Thursday, February 09, 2017

Here’s Why We Won’t See An Energy Rally—and How to Profit / Commodities / Energy Resources

By: John_Mauldin

BY PATRICK WATSON : Energy stocks jumped after the November election because investors thought new management in Washington would be their ticket to wealth. But what if it’s not?

On the surface, the stars seem lined up for Big Oil & Gas. President Trump promised to reduce the industry’s regulatory burden and open more federal land and offshore areas to drilling.

Thursday, February 09, 2017

Give Gift of Real Gold This Valentines Day / Commodities / Gold and Silver 2017

By: GoldCore

For the love of gold
(Don’t) put a ring on it
Is gold jewellery going out of fashion?
You’ll never get what you paid for it
Devaluation: Synthetic diamonds, 3D Printing and Rise of the machines
Buy gold – No one has cracked alchemy
Give the gift of real gold – They will thank you for it  

Tuesday, February 07, 2017

Gold and Crude Oil Link – What Does It Say? / 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 Monday, crude oil lost 1.52% after oil investors reacted to Friday’s Baker Hughes’ report, which showed that U.S. drillers added 17 rigs, which was the 13th increase in the past 14 weeks. Thanks to this news light crude reversed and declined to the previously-broken short-term support/resistance line. Will it manage to stop oil bears in the coming days? Is it possible that the relationship between gold and crude oil give us more clues about oil’s future moves?