Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, September 06, 2016

What to Consider as Gold Price Correction Continues / Commodities / Gold and Silver 2016

By: The_Gold_Report

With a correction in progress, technical analyst Jack Chan charts the indices precious metals investors should be watching.

Monday, September 05, 2016

Deutsche Bank Tries To Explain Inability To Deliver Physical Gold / Commodities / Gold and Silver 2016

By: GoldCore

The debacle involving Deutsche Bank’s failure to deliver physical gold from the Xetra-Gold exchange traded commodity (ETC) continued on Friday after a press release from Deutsche Bank. Zero Hedge covered the “non-response” from the beleaguered German bank over the weekend:

And so another non-response, because in the same press release Deutsche Bank both admits that it has an obligation to deliver the gold “as a matter of course”, and then tacitly confirms that it failed to do so, by first saying that it evaluates the “economic efficiency of physical delivery”, something it should have no right to do since the Xetra prospectus explicitly mandates that it should release gold on demand, and then adds that “should an investor’s request for the handover of physical gold not have been complied with immediately in individual cases, this will be reviewed and an individual solution will be found with the client.”

Sunday, September 04, 2016

Silver : A Point and Figure Perspective / Commodities / Gold and Silver 2016

By: Submissions

John Franczak writes: Thirty plus years ago, while I was a junior analyst with a Wall Street precious metals periodical, I learned the beauty of Point and Figure charting.  It is always insightful to view price movement by itself for the purpose of removing all the “noise” of short term moves and volatility.  It reveals the true trend of any market, and as you know, the trend is your friend until it ends.  That may sound trivial but rings very true to market movement and pricing.

Sunday, September 04, 2016

Silver - Stay Sober / Commodities / Gold and Silver 2016

By: Dan_Norcini

Time to revisit the “play toy of the funds”, aka, silver.

On Thursday of this past week, silver managed to claw its way back above its downtrending 10 day moving average, a positive sign. However, ahead of an often unpredictable payrolls report, most traders are not going to get aggressive preferring instead to wait for the report and the reaction before committing precious capital.

Saturday, September 03, 2016

Gold: The Good and the Not Yet Good / Commodities / Gold and Silver 2016

By: Gary_Tanashian

The Good

Thursday’s ISM report was Thing 1 in improving the backdrop for gold.  But it was a small Thing.  Friday’s August Payrolls report was Thing 2, and it was a better Thing.  Gold and especially the gold mining sector are invigorated fundamentally during economic easing, not during economic growth phases, inflationary or otherwise.

Saturday, September 03, 2016

Gold And Silver – Fiat “Dollar” Says Gold And Silver Will Struggle / Commodities / Gold and Silver 2016

By: Michael_Noonan

We are taking another look at the globalist-owned Federal Reserve and their totally fiat Federal Reserve Note, more commonly and inaccurately referenced as the “dollar,” which it is not and never was. The fact that people in the United States continue to believe that the “dollar” is real and the Federal Reserve is a part of the US government speaks to how successfully the total Ponzi scheme perpetrated by the elites over the last century plus has fooled almost everyone.

Today, cash is barely 5% of “money” in circulation, and the bankers want to do away with even that paltry source in order to fully gain control over the financial lives of all citizens. The fact that this information still needs to be explained relates to the futility of the public ever wakening to the reality of how all Americans have been, and continue to be fleeced by the elites who control every aspect of how the United States functions, including the bought and paid for politicians, starting with the corporate federal president on down.

Saturday, September 03, 2016

An Important Low for Gold Price and Gold Stocks? / Commodities / Gold and Silver 2016

By: Jordan_Roy_Byrne

Gold and gold stocks bounced to end the week thanks to an oversold condition coupled with a softer than expected jobs report which likely delays Fed action until December. At one point this past week the market had priced in a 64% chance of a single rate hike by December and a 42% chance of a rate hike this month. A single rate hike is not going to derail the young bull market in precious metals and as long as the lows of this week hold then the bull market is in position to grow stronger by the end of the year.

Friday, September 02, 2016

Silver Miners’ Q2’16 Stocks Fundamentals / Commodities / Gold and Silver Stocks 2016

By: Zeal_LLC

The silver miners’ stocks have enjoyed an epic year, skyrocketing higher with silver’s new bull market.  At best since mid-January alone, some of these elite stocks had actually septupled!  Naturally such extreme gains beg the question of whether they can possibly be fundamentally justified.  The recently-released second-quarter financial and operational results of the top silver miners offer much insight on this.

Friday, September 02, 2016

Physical Gold Delivery Failure By German Banks / Commodities / Gold and Silver 2016

By: GoldCore

The physical gold delivery failure to clients of Deutsche Bank who own Xetra-Gold, the gold exchange traded commodity, was confirmed yesterday by Deutsche Bourse who said that the inability to deliver gold was not limited to Deutsche Bank and that other German banks were having “problems” delivering gold.

Friday, September 02, 2016

Gold Price and Political Business Cycle / Commodities / Gold and Silver 2016

By: Arkadiusz_Sieron

Many economists ask why economic activity fluctuates. Among many theories of business cycles, there is the politicalbusiness cycle, formulated in the 1970s. According to it, incumbents try to juice up the economy during election years to improve their chances of re-election. They use fiscal or monetary policy to stimulate the economy just before an election to increase their odds of remaining in office. However, although expansionary monetary and fiscal policies are politically attractive in the short run (due to increased spending), they might lead to some unpleasant consequences in the long term (like high inflation or excessive budget deficits). Therefore, after the election is over and the next election is far away, politicians reverse the course and restrict the fiscal and monetary stimuli. Thus, major elections produce economic booms and busts, as politicians try to create an artificial boom before everyelection and take advantage of voters’ short-sightedness.

Thursday, September 01, 2016

China’s Monetary Ascension Is Paved with Gold / Commodities / Gold and Silver 2016

By: MoneyMetals

The world monetary order is changing. Slowly but steadily, global trade and currency markets are becoming less dollar-centric. Formerly marginal currencies such as the Chinese yuan now stand to become serious competitors to U.S. dollar dominance.

Could gold also begin to emerge as a leading currency in world trade? Over time, it certainly could. But the more immediate implications for gold’s monetary role center on its increasing accumulation by central banks such as China’s.

Thursday, September 01, 2016

Why the Big Silver Short? / Commodities / Gold and Silver 2016

By: Dr_Jeff_Lewis

The key to understanding where silver prices come from is the COMEX futures market.

It is undisputed that the 4 and 8 largest traders hold a massive paper silver short relative to all other commodities in it’s class.

And it’s obvious that they are not legitimate producers or users… 

(It is also worth mentioning that despite some of these shorts being held on behalf of a diversity of clients, the fact remains that the positions they control (as a whole) are manipulative based on concentration alone).

Thursday, September 01, 2016

Gold, Silver, Mining Shares Bottom Evident / Commodities / Gold and Silver Stocks 2016

By: GoldCore

The chart below of GLD shows support on the long standing up trend line.  GDX has sported a bullish “Morning Star” pattern. Normally, Mercury Retrograde ends an up movement, but in this case has ended a down movement. Expect some upside fireworks to begin tomorrow (Sept 1) and especially on the employment report Friday. The final “C” Wave of the sequence should commence.

Wednesday, August 31, 2016

Why Wall Street Is Throwing Billions At The Permian / Commodities / Oil Companies

By: OilPrice_Com

The collapse of oil prices has ground shale drilling to a halt, but the one region where drilling is still active, and even increasing, is in West Texas.

The Permian Basin is one of the last profitable areas to still drill with sub-$50 oil, and as other regions fall by the wayside, an increasing portion of drilling activity and spare investment dollars are flowing into the Permian. The rebound in the rig count in the U.S. is largely concentrated in the Permian. The West Texas shale basin has captured two-thirds of the 90 oil rigs that have been added since hitting a nadir in May.

Wednesday, August 31, 2016

Gold’s strong summer may be harbinger of things to come / Commodities / Gold and Silver 2016

By: Michael_J_Kosares

We are now wrapping up one of the stronger summers in memory at USAGOLD and heading into the strongest time of year seasonally for gold and silver – September through February. Normally the summer months are the quiet part of the year, but 2016 has been an exception. The price of gold is up 9% since the beginning of June and silver over 18%. ETF gold inventories reached highs in July and August not seen since 2009, the year after the collapse of Lehman Brothers and the launch of the so-called credit crisis. Some see the stronger than usual summer showing for the precious metals markets as a harbinger of things to come.

Wednesday, August 31, 2016

GDX Gold Stocks Update…The First Consolidation Pattern / Commodities / Gold and Silver Stocks 2016

By: Rambus_Chartology

I’m going to use the GDX as a proxy for the rest of the PM stock indexes. I can now say with a fair amount of confidence that the first consolidation phase is taking place. Lets start with just a simple daily chart for the GDX which is showing a small unbalanced double top with the right high being higher than the left high. Five days ago the price action gapped below the double top trendline and last Friday the GDX backtested the double top trendline from below. The price objective for the unbalanced double top is down to the 24.50 area.

Tuesday, August 30, 2016

Stagflation to Force People into Gold / Commodities / Gold and Silver 2016

By: MoneyMetals

Mike Gleason: It is my privilege now to be joined by Michael Pento, president and founder of Pento Portfolio Strategies and author of the book The Coming Bond Market Collapse: How to Survive the Demise of the US Debt Market. Michael is a money manager who ascribes to the Austrian school of economics and has been a regular guest on CNBC, Bloomberg, and Fox Business News, among others.

Michael, it's good to talk to you again. Thanks very much for joining us today and welcome back.

Michael Pento: Thanks for having me back on.

Tuesday, August 30, 2016

Late-August Calm a Breeding Ground for Gold Bullion Bank Shenanigans / Commodities / Gold and Silver 2016

By: The_Gold_Report

Precious metals specialist discusses the recent correction in the gold market and the moves by bullion banks behind them.

Tuesday, August 30, 2016

Correction in Gold and Silver Price Underway / Commodities / Gold and Silver 2016

By: The_Gold_Report

Technical analyst Jack Chan charts a correction in the gold and silver markets and plots his investment strategy.

Tuesday, August 30, 2016

Big Gold Rally This Week, Stocks Down? / Commodities / Articles

By: Brad_Gudgeon

Last week, I wrote that I believed GDX would make one final blow-off top into or around September 1.  I also wrote that the stock market looked too hard to trade at this point. When the SPX dropped to below 2161 on Friday we went long via SPXL and SVXY. Today (8/29) we sold for some nice profits (+2.8% and +5.5%).