Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, January 30, 2017
Is the Gold Market Finally Ready to Breakout? / Commodities / Gold and Silver 2017
By: Sol_Palha
If pleasures are greatest in anticipation, just remember that this is also true of trouble. -
Elbert HubbardThroughout 2016, we stated we did not expect much from Gold, and we stuck to this forecast, even though many experts went out of their way to report that Gold was ready to soar to the Moon or even to the next Galaxy. In fact, since 2011, we have continuously said that until the Trend turns positive, it would be best to play other lucrative markets, such as the general equities market, the US dollar, etc. During this time several experts stated that Gold was ready to surge and some issued insane targets ranging from $20,000-$50,000. Under no circumstance can we ever see Gold going to $20,000 or $50,000 and even if drank a whole bottle of scotch or any other toxic compound it would still be very hard to visualise such a target. Issuing such targets is perfect for fear mongering, and we find that tactic to be unpleasant and distasteful.
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Monday, January 30, 2017
Gold Mining Stocks Could Halve In 2017 / Commodities / Gold and Silver Stocks 2017
By: Bob_Kirtley
Fed Hikes and Their Impact on Gold
When the first hike was delivered, along with the intention to deliver 3-4 more, gold prices were hovering above $1000. Gold now sits over $100 higher than it was at the time of the first hike, having rallied to $1375 when hikes were taken off the table. In our view one hike will see gold test $1000, two will see $1000 break, and three hikes would see $720 tested.
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Monday, January 30, 2017
Analysis Of Gold Is Much Ado About Nothing / Commodities / Gold and Silver 2017
By: Kelsey_Williams
Any analysis of gold must have a correct premise. And terms used in that analysis must be clearly understood. For example…
“Are you pro-gold?” Just exactly what does that mean? Is it a political or moral issue? In other words, does someone’s position on gold indicate ideology or lifestyle choice? Can a political liberal be pro-gold? And if someone answers the original question in the affirmative, does that mean they are anti-something else?
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Saturday, January 28, 2017
Silver Lining of the 'Violent, Stunning, Historic Collapse of Palladium' and How to Profit from It / Commodities / Palladium
By: The_Gold_Report
Palladium took a dive this week, and Chen Lin, author of the popular newsletter What Is Chen Buying, What Is Chen Selling?, explains what happened and how investors can profit from the drop.
This is President Trump's first week in office and a huge week for the stock market. However, not many noticed the palladium futures market experienced the "violent, stunning, historic collapse," according to the well-known market commentator Dennis Gartman, the "commodity king." Let's drill down to exactly what happened.
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Friday, January 27, 2017
Silver Stocks’ New Upleg / Commodities / Gold and Silver 2017
By: Zeal_LLC
The silver miners’ stocks have surged higher in this young new year, putting the Trumphoria general-stock rally to shame. Following its fourth-quarter drubbing, this tiny contrarian sector is embarking on a major new upleg as traders return. Silver-stock uplegs tend to grow to massive proportions, and silver-mining fundamentals remain strong today. So odds are the silver stocks are going to power far higher in 2017.
Because silver stocks aren’t widely followed, most investors and speculators are unaware of this sector’s stellar upside potential. Silver mining is a challenging business both geologically and economically, so there aren’t many primary silver miners out there. And their stocks’ collective market capitalization is small, a rounding error compared to the broader stock markets. That doesn’t leave much room for funds to buy.
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Friday, January 27, 2017
Dow 20K, US Debt $20 Trillion, Trump and Gold / Commodities / Gold and Silver 2017
By: GoldCore
by Jan Skoyles, Editor Mark O’Byrne
In case you’ve been hiding under a rock, the Dow Jones Industrial Average reached 20,000 earlier this week for the first time in its 132 year history to much media fanfare.
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Friday, January 27, 2017
Basic Materials Stocks Sector Investing: Real Stuff Prices Are Rising / Commodities / Resources Investing
By: Rambus_Chartology
Tonight I would like to update the Basic Materials sector as this area now looks like it's ready to resume its bull market. Also with the stock markets breaking out today, especially the INDU, this adds another layer of confirmation that the breakout is the real deal. As we've discussed previously there are many big cap Dow stocks that make up the XLB, Basic Materials fund, and with the INDU making a new all time high today there will be some individual components making new all time highs as well.
Friday, January 27, 2017
The Fed and Gold in 2017 / Commodities / Gold and Silver 2017
By: Arkadiusz_Sieron
As everyone already knows, the Fed has finally hiked its interest rates for the second time in a decade and for the first time since December 2015, when it ended the zero interest rate policy. The chart below shows the current level of the effective federal funds rate after the recent move.
Thursday, January 26, 2017
Precious Metals v. Mining Stocks: What You Need to Know / Commodities / Gold and Silver Stocks 2017
By: MoneyMetals
By David Smith : Most readers of this column own (or plan to own) physical precious metals – gold and silver, perhaps even some platinum or palladium. They may also own mining stocks.
But which category is "best"? It's like asking, "What's the most efficient exercise?" or "What's the best fishing lure?" Truth be known, it's really about what you wish to accomplish! Here is my considered opinion...
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Thursday, January 26, 2017
Two Gold Ratios You Should Watch / Commodities / Gold and Silver 2017
By: Jordan_Roy_Byrne
As Gold and gold mining stocks approach strong resistance, we wonder if the outcome will be a sharp selloff or a period of bullish consolidation. While there are a handful of things we can examine (sentiment, momentum, relative strength, etc), today we will focus on Gold and its relative strength against two key markets. How Gold fares against Bonds and foreign currencies in the weeks ahead could be a hint of its trend heading into spring.
Wednesday, January 25, 2017
Gold Market Insider David Smith: Turning Points Appear Suddenly, So Must Be Prepared... / Commodities / Gold and Silver 2017
By: MoneyMetals
Mike Gleason: It is my privilege now to welcome back David Smith, senior analyst at The Morgan Report and regular contributor to MoneyMetals.com.
Well David, happy new year, my friend and thanks for joining us again. How are you?
David Smith: I'm doing good, Mike. Looking forward to a very exciting year. I think we're going to have all sorts of interesting things to be watching and reacting to.
Tuesday, January 24, 2017
Gold price to 2 month high as fiery Trump declares New American Order / Commodities / Gold and Silver 2017
By: GoldCore
– ‘Trumponomics’: Politics and economic policy in 140 characters
– The ‘intelligence’ according to Trump
– Trump, Putin and Russia – the great bromance
– Trump – Bull in a China shop
– Trade and currency wars with China and other nations
– Trump – Fan of gold and golden tweets
– Conclusion – Trump may be the ‘Golden Ticket’
Tuesday, January 24, 2017
Why Gold Is Oddly Looking Bullish / Commodities / Gold and Silver 2017
By: Nicholas_Kitonyi
The price of gold appears to be on yet another homerun after eight weeks of decline. The price of the yellow metal has been on an upward trending movement since December 23, 2016 amid the growing uncertainty on the potential impact of President Donald Trump’s policies on the stock market.Since the turn of the year, the US stock market has exhibited mixed reactions to Trump’s pre-and-post inauguration period, with America’s 45th president’s activity swinging the market up and down on a weekly basis.
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Monday, January 23, 2017
Gold And Interest Rates…GET IT STRAIGHT / Commodities / Gold and Silver 2017
By: Kelsey_Williams
Over the past couple of months there have been several headline articles regarding the relationship between gold and interest rates. Most of them are well-meaning attempts to convey information about recent changes in the markets as interest rates head higher.
In several instances, however, the author(s) have tried to explain a ‘perceived’ correlation between rising interest rates and the value of the US dollar – in a very positive manner. And they have imputed a similar correlation – albeit negative – in other statements with respect to Gold. In both cases they are incorrect.
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Monday, January 23, 2017
The New Gold Rush Of 2017! / Commodities / Gold and Silver 2017
By: Chris_Vermeulen
Gold to Regain Its Gleam!
One question that gold investors are asking now is, will 2017 be as spectacular for the yellow metal as it was in 2016? The short and sweet answer to this is YES.
The dollar, gold and the major U.S. stock exchanges will all see new highs. Gold is currently in a “complex corrective correction” while experiencing its’ last pullback, beforehand.
Both the short-term outlook and the long-term outlook for gold is BULLISH! Trumps’ victory win is a positive for gold bulls. Policy uncertainty and slowing growth, following a Trump win, will stoke the yellow metals’ price in 2017.
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Sunday, January 22, 2017
Gold Futures Prices Looking Bullish / Commodities / Gold and Silver 2017
By: Zeal_LLC
Gold has rebounded sharply higher in the past month, taking the early lead as 2017’s best-performing asset class. Normally such a big gold surge would require heavy gold-futures buying by speculators. But they’ve been missing in action, barely moving any capital into gold yet. Their collective bets on this metal remain very bearish. Since they are such a strong contrarian indicator, that’s a very-bullish omen for gold.
The sole mission of speculation and investment, and thus all the endless research that feeds into it, is to multiply wealth. Traders can’t effectively buy low and sell high unless they understand what drives the prices of their trades. For years now, gold has had two overwhelmingly-dominant drivers. Their capital flows fully explain the vast majority of all gold’s price action, and thus are exceedingly important to study.
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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?