Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, August 29, 2016

Fundamentals for Uranium look great; is the Uranium Market ready to soar? / Commodities / Uranium

By: Sol_Palha

A genius can't be forced; nor can you make an ape an alderman. Thomas Somerville

By any estimate, the uranium market is trading in the extremely oversold ranges, but when the trend is down, a market can trend into the extreme of extremely oversold ranges, and we have seen this occur many times in the past.  The 15-year chart illustrates that the next layer of support comes into play in the $21.50-$22.00 ranges, so despite being extremely oversold the market still has room to trend lower. One positive is that the trend is about to turn neutral and if it does it would be the first move into the neutral zone in a very long time.

Saturday, August 27, 2016

Ignore Yellen and Buy the Dip in Precious Metals / Commodities / Gold and Silver 2016

By: Jason_Hamlin

Investors worldwide have been on pins and needles in eager anticipation of a speech from our economic overlords. Friday morning FED chair Yellen finally opened her mouth and said a whole lot of nothing.

Markets didn’t know exactly how to react to her nothingness. Stocks were up and then down. Gold was down and then up. The USD index plunged and then rallied nearly 1%. Will the FED raise rates in 2016 or not? The drama continues as Yellen of Oz pulls the levers behind the curtain.

Saturday, August 27, 2016

The Precious Metals Sector and the Fed. . . / Commodities / Gold and Silver 2016

By: The_Gold_Report

Technical analyst Clive Maund reflects on how Federal Reserve statements may affect markets, and explains why he thinks the precious metals markets are due for a correction.

Saturday, August 27, 2016

A Bit More Downside Potential in Gold Stocks / Commodities / Gold and Silver Stocks 2016

By: Jordan_Roy_Byrne

Last week we projected 5% to 10% downside in the gold stocks. Well, not to butter my own bread but GDX and GDXJ both lost 9% on the week. That being said, I believed that the weakness would be limited and miners could rebound to new highs in September. While that possibility remains, there is a chance this correction could go a bit deeper and perhaps last longer.

Friday, August 26, 2016

Gold Junior Stocks Q2 2016 Fundamentals / Commodities / Gold and Silver Stocks 2016

By: Zeal_LLC

The junior gold miners and explorers have soared dramatically in an amazing year, before falling hard this week.  This sharp correction is doing its job in rebalancing bull-market sentiment, crushing greed and leaving traders wary of this sector.  But gold juniors’ recently-released second-quarter financial and operational results prove their fundamentals are strengthening dramatically, a very bullish omen for stock prices.

The junior gold stocks are rightfully considered the Wild West of the gold sector.  Most of the hundreds and hundreds of these small companies won’t prove successful.  They won’t be able to secure funding to explore sufficiently, won’t be fortunate enough to find an economic deposit of gold to mine, or won’t be able to make the herculean leap from explorer to miner.  The odds are stacked heavily against the gold juniors.

Friday, August 26, 2016

Buy Gold’s August Dip? Gold’s Monthly Sweet Spot In September / Commodities / Gold and Silver 2016

By: GoldCore

Gold bullion has had its biggest gains in September over the past 20 years. Seasonally gold is entering the sweet spot with the Autumn being gold’s best season and with September being gold’s best month in the last 20 years.

Friday, August 26, 2016

The Impact of Brexit on the U.S. Economy and Gold Market / Commodities / Gold and Silver 2016

By: Arkadiusz_Sieron

In the previous edition of the Market Overview, we analyzed briefly the consequences of Brexit vote. We stated that “the most important economic effect of the Brexit vote is so far a significant rise in uncertainty”. It applies particularly to the political future of Great Britain (Will the UK disintegrate? Will the UK really exit from the EU? When and how will it happen?) and the European Union (Will the EU break apart?). However, Brexit could also hurt the U.S. economy. This is why we would like to focus on the impact of Brexit on the U.S. economy and the gold market.

Friday, August 26, 2016

Commodities Are the Best Bargain Now—Here’s What to Buy / Commodities / Investing 2016

By: John_Mauldin

TONY SAGAMI writes: What kind of investor are you? Are you the buy-high-sell-higher (trend continuation) type? Or are you a bargain hunter who likes beaten-down (trend reversal) opportunities?

The former type of investor is now in heaven. With the stock market at new highs, there are many stocks on fire.

But if you’re looking for bargains, the pickings are pretty slim.

Friday, August 26, 2016

The GLD vs GOLD / Commodities / Gold and Silver 2016

By: James_Anderson

The case for owning precious metals has already been made. We live in a world of unprecedented and ever expanding debt, devaluing fiat currencies and negative interest rates. Even Wall Street’s heralded “Bond King”, Bill Gross, now admits the world will continue to have difficulty paying its debts without further price inflations.

Investors wisely seeking exposure to precious metals must deliberate between the convenience of buying shares of an electronically traded fund (ETF) and the ultimate security of owning physical gold and silver bullion. We tasked ourselves to take a closer look at each to understand their important distinctions.

Friday, August 26, 2016

GDX Has Just Made a Powerful Bull Flag / Commodities / Gold and Silver Stocks 2016

By: Brad_Gudgeon

The GDX daily chart below shows a powerful xyz e-wave bullish flat that is projecting to 35.42 by September 1, two trading days past the Mercury Stationary/Retrograde date of August 30. As of August 25th, GDX has closed at 27.31 off the earlier low of 26.64. A 29% increase on GDX and a nearly 90% increase on NUGT in one week seems likely based on the information on the chart from the August 25th close!

Friday, August 26, 2016

Could A Lithium Shortage De-Rail The Electric Car Boom? / Commodities / Lithium

By: OilPrice_Com

We’ve gone electric, and there’s no going back at this point. Lithium is our new fuel, but like fossil fuels, the reserves we’re currently tapping into are finite—and that’s what investors can take to the bank.

You may think lithium got too popular too fast. You may suspect electric vehicles are too much buzz and not enough real future. You may, in short, be a lithium skeptic, one of many. And yet, despite this skepticism, lithium demand is rising steadily and sharply, and indications that a shortage may be looming are very real.

Friday, August 26, 2016

Gold Futures See Massive $1.5 Billion “Non Profit” Liquidation In “One Minute” / Commodities / Gold and Silver 2016

By: The_Gold_Report

Gold futures saw a massive $1.5 billion liquidation in one minute yesterday which had all the hallmarks of a “non profit” liquidation – a large seller trying to manipulate gold futures lower rather than maximise profits.

Thursday, August 25, 2016

Need-to-Know Tips for Safeguarding Your Precious Metals / Commodities / Gold and Silver 2016

By: MoneyMetals

Gold and silver investors have strong opinions about third-party storage of metals. Privacy, the lack of counterparty risk, and precious metals’ role as “crisis money” are among the most attractive features of physical bullion. So it is no surprise that many investors are totally committed to storing metals at home or someplace else that is both private and accessible 24/7.

We wholeheartedly agree with that sentiment and always recommend personal possession when it comes to at least some of your metals. However, there are a number of circumstances where third-party storage makes a heck of a lot of sense. Let’s take a look at the most common…

Thursday, August 25, 2016

OPEC’s Output Freeze: What Has Changed Since Doha? / Commodities / Crude Oil

By: OilPrice_Com

It’s possible that OPEC is crying wolf with hints of an output freeze next month in Algiers; but it’s also possible that they are ramping up production to take the sting out of a freeze. This is a delicate balancing act that the Saudis need to play very carefully.

The official chatter is that the OPEC meeting in Algeria from September 26 to 28 could conclude with an agreement to freeze production by the member nations, with even Russia joining forces in a freeze that may prevent further oil price erosion. But everyone’s a bit gun-shy after the false hopes of the last round in Doha—even if a freeze at levels that existed then wouldn’t have meant much either—and it’s hard to blame them. The question is, how many times can the Saudis cry wolf without forever losing the ability to leverage this chatter to affect a rise in oil prices?

Wednesday, August 24, 2016

Crude and the Commodity Cycle / Commodities / Crude Oil

By: Tony_Caldaro

Over the years we have written many times about the 34-year commodity cycle. Generally commodities rise as a group in a 13-year bull market, which is followed by a 21-year bear market. Each specific commodity has its own particular cycle which generally fits within the broader 34-year commodity cycle.

Wednesday, August 24, 2016

Precious Metals and Financial Blasphemy, Part 2 / Commodities / Gold and Silver 2016

By: Dr_Jeff_Lewis

Fiat money does not have any intrinsic value. What value it has depends on public confidence in the currency's issuer. Legal tender is any currency declared legal by a government. Many governments issue a fiat currency and then make it legal tender by setting it as the standard for repaying debt. – “Investopedia”

Hedging against a currency collapse is one of the primary reasons to hold precious metals is physical form. 

Tuesday, August 23, 2016

Suspicious Reversal in Gold Price / Commodities / Gold and Silver 2016

By: P_Radomski_CFA

Gold moved lower early during yesterday's session, but came back up later on and finally gold ended the session only less than $3 lower. Can we view such a reversal as a bullish sign? Not necessarily – a reversal should be confirmed by high volume and yesterday's session wasn't. Consequently, one needs to look at other parts of the precious metals sector for confirmations.

Tuesday, August 23, 2016

Germans Warned To ‘Stockpile’ Food, Water and Cash In Case Of ‘War’ / Commodities / Gold and Silver 2016

By: GoldCore

The German government is warning its people to ‘stockpile’ food, water and cash in case of ‘war’.

For the first time since the end of the Cold War, the German government is set to tell citizens to stockpile food, water, medicine, fuel and cash in case of war, an attack, catastrophe or “national emergency”, the Frankfurter Allgemeine Sonntagszeitung newspaper reported on Sunday.

Tuesday, August 23, 2016

Gerald Celente Sees Worst Market Crash, New Military Conflict, Gold Spike to $2,000/oz / Commodities / Gold and Silver 2016

By: MoneyMetals

Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason.

Coming up we’ll hear from Gerald Celente of the Trends Journal. Gerald has some extremely interesting comments on the upcoming presidential election, the bizarre disconnect between some dismal economic reports and the roaring stock market, and the key level he’s looking for for gold to break through on its way to new all-time highs. Don’t miss our interview with the outspoken Gerald Celente coming up after this week’s market update.

Tuesday, August 23, 2016

China Announces New Loan In International Reserve Asset…Which May Affect Gold Price / Commodities / Gold and Silver 2016

By: Chris_Vermeulen

The People’s Bank of China (PBOC) has received approval from the World Bank allowing its’ issuance of bonds which are denominated in Special Drawing Rights (SDRs). The World Bank is the first entity to approve of it and consequently marks the launch of the SDR bond market of the worlds’ second-largest economy.