Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, February 06, 2017
Gold Price Trend Forecast, Where are the Gold Traders? / Commodities / Gold and Silver 2017
By: Bob_Loukas
This is the 3rd piece on gold that highlights how unloved gold remains today. Considering the 2016 rally in gold and the turbulent times we now find ourselves in, to be honest I'm rather surprised there are not significantly more gold traders all over this market. Part 1 and Part 2 cover the initial stages of this rally from the December lows. Below is an excerpt from the Financial Tap Member weekly weekend report.
I am rather surprised to read across the blogosphere how a majority of Gold Traders appear to discount and undermine the current gold market. I can appreciate that the longer term cyclical outlook remains unresolved, but in the short-term at least, I believe the gold sector looks to be in great shape.
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Monday, February 06, 2017
US Dollar and Gold Markets Update / Commodities / Gold and Silver 2017
By: SurfCity
As longer Cycles typically dominate shorter ones, this update will provide both longer and shorter views on the USD and Gold. Why the two together? Obviously due to the negative correlation. No correlation works all the time, however, and I fully expect to see periods where the USD and Gold rise and perhaps fall together. That said, the correlation has been fairly strong over the past year so I find it best to sometimes cover these assets together.
Monday, February 06, 2017
CRB Commodities Index Deep Dive / Commodities / CRB Index
By: SurfCity
If you are going to trade the commodity sector, you had best follow the USD, which is why I do. If I am correct that the USD’s longer 15 Year Super Cycle is toping in 2017, then the CRB will be a fun sector where we will focus.
With respect to Weinstein’s 4 Stage Model, here is a great site that is the best I have found that covers his model quite well.
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Monday, February 06, 2017
How Investors Can Profit From Trumps Military Ambitions / Commodities / Metals & Mining
By: OilPrice_Com
Tesla just activated its battery gigafactory, and China is moving to hoard the world’s cobalt supplies at the same time that Trump promises a military build-up that can only happen with the precious metal. This all means supply panic for everything from the electric car break-out to the military industrial complex.
Right in the middle of this we have small-cap North American explorers—our new potential barons-in-the-making—in whose hands our energy revolution now lies.
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Saturday, February 04, 2017
XAU/Gold Ratio : The Deep Dive / Commodities / Gold and Silver Stocks 2017
By: SurfCity
Still waiting patiently for another possible nibble at some Miner positions. In the meantime, what is the XAU:Gold ratio and why is it important?
The Ratio clearly shows you that If you are going to invest or trade Gold/Silver Mining stocks you had best have some kind of time horizon to harvest profits. Why? The Ratio peaked in favor of the XAU all the way back in 1983. Yes the miners have underperformed Gold as a long term investment over that long period of time.
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Friday, February 03, 2017
US Mint Gold and Silver Bullion Coin Sales / Commodities / Gold and Silver 2017
By: Zeal_LLC
Gold’s first new bull market since 2011 last year was overwhelmingly driven by stock investors flooding into gold ETFs. Traditional physical bar-and-coin demand was actually quite weak, falling considerably year-over-year. Nevertheless, it’s still important to stay abreast of classic gold and silver investment demand. One key microcosm of that comes in the form of the US Mint’s sales of its popular American Eagle coins.
When American investors buy physical gold and silver bullion, it’s often in the form of these American Eagle 1-ounce coins. They have a really interesting history. Back in the early 1980s, foreign national gold coins led by South Africa’s famous Krugerrand were soaring in popularity. The US Congress didn’t want the States to be left out of the prestigious national-gold-coin business, so it finally acted in 1985.
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Friday, February 03, 2017
Ignore Trump Sabre-Rattling and Buy Gold / Commodities / Gold and Silver 2017
By: GoldCore
- Gold hits 12-week high
- USD Gold price up 4.85% in last month
- Sabre-rattling from Trump administration set-to benefit gold
- Iran upset and Middle East tensions could drive oil and gold prices up.
- Financial Times foresees “not only currency wars but a fully fledged trade confrontation that could be disastrous for the world economy.”
- Royal Mint producing 50 % more gold bullion coins and bars compared to 2016
- Utah moves to hold public funds in gold
- WGC report demand for gold hit four-year high in 2016
- Investment demand climbed by 70% last year fuelled by geopolitical uncertainties
Friday, February 03, 2017
Gold Price and Reflation / Commodities / Gold and Silver 2017
By: Arkadiusz_Sieron
In recent years, deflation was considered one of the biggest threats to the global economy. These fears are vanishing. As deflation becomes the thing of the past (there was even the end of deflation in Japan at the end of 2016), reflation is now attracting the attention of investors. What does it mean? According to the most popular definition, reflation is an increase in economic activity and inflation, usually caused by using inflationary measures to reverse deflationary trends. We simply take reflation to be acceleration in the rate of inflation, i.e. the opposite of disinflation, which is a decrease in the rate of inflation.
Thursday, February 02, 2017
American Fracking Companies Keeping Their DUCs in a Row / Commodities / Articles
By: Rodney_Johnson
OPEC producers are cutting production… or so they say.And in addition, several non-OPEC producers, like Russia, are also cutting production. If history is any guide we could do away with the titles and simply call the Organization of the Petroleum Exporting Countries, and the all rest, the Energy Liars’ Club.
They often say one thing and then do another.
Even Saudi Arabia’s Oil Minister noted that OPEC members have a history of lying to each other. I don’t care how they treat each other. I’m only interested in how their actions – not their words – affect the money in my pocket.
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Thursday, February 02, 2017
Buy Gold Because of Uncertainty Not Doomsday / Commodities / Gold and Silver 2017
By: The_Gold_Report
- Doomsday Clock moves closer to midnight
- World not been as close to self-destruction since 1953
- Threat of nuclear powers, climate change and technology all considered heightened risks
- First time the Bulletin of Atomic Scientists have singled out an individual – President Trump
- Doom-mongering is arguably distracting and uncertainties should be more considered
- Gold and silver perform well during times of uncertainty and provide a safe-haven
- Wall Street’s largest fund managers have bet on gold in face of growing uncertainty
Thursday, February 02, 2017
The Oil War Is Only Just Getting Started / Commodities / Crude Oil
By: OilPrice_Com
It’s been a month now that investors and analysts have been closely watching two main drivers for oil prices: how OPEC is doing with the supply-cut deal, and how U.S. shale is responding to fifty-plus-dollar oil with rebounding drilling activity. Those two main factors are largely neutralizing each other, and are putting a floor and a cap to a price range of between $50 and $60.
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Thursday, February 02, 2017
Weaker US$ Could Send Gold & Gold Stocks to Higher Targets / Commodities / Gold & Silver Stocks 2017
By: Jordan_Roy_Byrne
Gold has underperformed both in nominal and real terms. Last week it formed a bearish reversal in nominal terms and against foreign currencies. However, the good news for bulls is the US Dollar Index lost support at 100, due to the Trump administration’s tough talk against Germany (and the Euro). Couple that with no movement from the Fed and the greenback should continue its decline, thereby juicing the current rebound in Gold and especially gold stocks.
Wednesday, February 01, 2017
Why Alternative Facts and Cashless Will Benefit Gold / Commodities / Gold and Silver 2017
By: GoldCore
Why gold will benefit from the alternative fact of the cashless society
- Alternative facts prevail in the European Commission’s calls for cash controls
- Terrorism is blamed for the need to control cash
- Evidence shows criminals find alternative ways to finance activities
- Citizens continue to want and to use cash in day-to-day life
- Cashless society is being used to force through other ‘agendas’
- Gold and silver will be used as savers are forced to hold assets outside of the financial system
Wednesday, February 01, 2017
Gold Price Set For Very Bullish 2017, Trend Forecast / Commodities / Gold and Silver 2017
By: Austin_Galt
I am very bullish on the gold price in 2017 and while the year has got off to a cracking start I believe we need to see a test of the recent low to lay a stronger foundation from which to launch even higher.
Let's review the charts beginning with the long term picture.
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Wednesday, February 01, 2017
Stock Market Melt-up Brings Volatility to Precious Metals / Commodities / Gold and Silver 2017
By: Chris_Vermeulen
Our recent analysis bases on a previous report of the potential for a further run in the US markets based on a number of technical and fundamental factors leads to the question of "what could happen with Gold and Silver". A broad US market rally may put some pressure on the metals markets initially, but, in our opinion, the increase in volatility and uncertainty will likely prompt more potential for upward price action in precious metals.
As with most things in the midst of uncertainty and transition, the US Presidential election has caused many traders to rethink positions and potential. As foreign elections continue to play out, wild currency moves are starting to become more of a standard for volatility. Combine this with a new US President and a repositioning of US global and local objectives and we believe we are setting up for one of the most expansive moves in recent years for the US general markets and the metals markets. This week, alone, we have seen a flurry of action in DC and the US markets broke upward on news of the Dakota Pipeline and other Executive actions.
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Tuesday, January 31, 2017
Gold Price is One Tweet Away from New Highs / Commodities / Gold and Silver 2017
By: The_Gold_Report
President Trump's recent comments on Mexico and building a wall should give gold investors optimism, says Daniel Ameduri, cofounder of Future Money Trends.
President Trump's recent open display on Twitter regarding Mexico and the wall should give gold investors a surge of optimism.
Over the next year, it's highly likely that we will see trade wars erupt with the U.S. and several of its major trading partners, like Mexico, China and the EU.
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Tuesday, January 31, 2017
Cycles for Gold and USD / Commodities / Gold and Silver 2017
By: SurfCity
Did Gold find a Trading Cycle Low last Friday? Perhaps. Silver was definitely leading the way as it often does at bottoms. But Silver also delivers many head-fakes and with the USD is due for a new Trading Cycle bounce, Gold will likely move lower next week.
My first chart on the USD, shows it is deep in its timing band to find a DCL or short term Trading Cycle Low. Thursday may well have been the TC Low I was looking for. If so, to confirm a new Trading Cycle the USD should close above the 10ema and then test/break my Red down trend cycle line.
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Monday, January 30, 2017
Manganese Is Energy Critical / Commodities / Metals & Mining
By: Richard_Mills
In 1917 the War Industries Board (WIB) noted that the United States was deficient in certain minerals of great importance to war making and self defense. A pre-World War II list of materials contained a total of 29 materials: 14 were strategic materials that ‘must be based entirely or in substantial part on sources outside the United States.' There were 15 critical materials that would be easier to source, perhaps even domestically, than the strategic materials.
The 1939 Strategic Materials Act authorized US$100 million to purchase strategic raw materials for a stockpile of 42 strategic and critical materials needed for wartime production.
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Monday, January 30, 2017
Trump's Trade Policy to Drive Price Inflation and Gold Buying / Commodities / Gold and Silver 2017
By: MoneyMetals
Donald Trump's trade policy is likely to spark higher consumer price inflation, and that has ramifications for gold and silver prices. Regardless of where investors stand regarding the president's plan to make Mexico "pay" for the border wall, if he is successful in getting Congress to impose a hefty tax on imports it will mean higher prices for things. A tax on goods from China could be even more inflationary.
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Monday, January 30, 2017
The No.1 Mining Stock For 2017 / Commodities / Metals & Mining
By: OilPrice_Com
On January 4, 2017, the biggest manufacturing development since Henry Ford’s Model T assembly line was powered on...
And investors should pay careful attention...
Because, with this quiet flip of a switch, the energy markets have now been transformed.
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