Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, May 06, 2016
Gold and Silver Companies with the Potential to Move the Needle / Commodities / Gold and Silver 2016
By: The_Gold_Report
The two times mining companies add the most value are upon first discovery and when they are nearing development and production. Joe Reagor of ROTH Capital Partners focuses on the latter group, and in this interview with The Gold Report, he discusses a handful of gold and silver companies poised to move up the value curve even if gold and silver don't go up.
Friday, May 06, 2016
When Gold Confiscation Is a Personal Choice / Commodities / Gold and Silver 2016
By: MoneyMetals
The specter of government forcefully confiscating gold is still roaming around out there.
That nagging prospect dampens many buying decisions, unfortunate at a time when gold, and especially silver, are near historically bargain basement prices when measured in fiat currency.
Buy low, sell high only works for those who buy low.
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Thursday, May 05, 2016
Monetary Liquifaction, Gold And The Time Of The Vulture / Commodities / Gold and Silver 2016
By: Darryl_R_Schoon
Liquifaction: … 3: conversion of soil into a fluidlike mass during an earthquake or other seismic event, 4: inability of flooded capital markets to absorb additional capital without destabilizing paper assets, e.g. stocks, bonds, currencies, etc., 5. a monetary phenomena associated with the collapse of capital markets.
Inflation is always and everywhere a monetary phenomena caused by an increase in the money supply, the greater the increase, the greater the inflation. If the money supply expands with sufficient rapidity, inflation becomes hyperinflation and paper money loses all value.
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Thursday, May 05, 2016
Investing After the Global Commodities Super-Cycle / Commodities / Commodities Trading
By: Dan_Steinbock
While cyclical challenges remain tough in global commodities, structural realities look more tolerable.According to conventional wisdom, the challenges of global commodities can be attributed to China’s slowdown and poor growth prospects. Advanced economies are not immune. In the US, just two commodity-related sectors – oil and gas, as well as metals and steel – accounted for more than half of the defaults in 2015.
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Thursday, May 05, 2016
A Few Facts About Gold That Nay-Sayers Conveniently Ignore / Commodities / Gold and Silver 2016
By: Graham_Summers
We continue to see articles by so called “experts” trashing Gold and Silver as investments. Gold is everything from a “Pet Rock” to a “Dumb Investment” or “Barbarous Relic.”
Do these people even bother doing research? Or are they just stock shills?
First and foremost, you cannot compare Gold’s performance relative to stocks anywhere before 1967.
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Wednesday, May 04, 2016
Fear Not Gold Bugs, Gold Ratios Well Intact / Commodities / Gold and Silver 2016
By: Gary_Tanashian
What has been going on since mid-February is a burst of the ‘inflation trade’ as evidenced by silver’s leadership in the precious metals sector. This opened the barn door for all kinds of inflated animals to flee into the light of day, and for commodity and inflation boosters to do their thing. As often happens with silver, things were pushed to and even through their limits. Silver went up, oil went up, base metals went up and stocks went up.
But what we should do is retire back to some of the things that actually indicated bullish for the gold sector well before the mini hysteria (and market relief) cropped up. A pullback/correction in gold stocks would be an opportunity.
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Wednesday, May 04, 2016
Silver Bullion Has Key New Player – China Replaces JP Morgan / Commodities / Gold and Silver 2016
By: GoldCore
The silver bullion market has a key new player – Enter the Dragon. The Shanghai Futures Exchange in China is replacing JP Morgan bank and its clients as the most significant new source of demand according to a very interesting blog with some great charts and tables published by SRSrocco Report yesterday.
Wednesday, May 04, 2016
Why China Is Really Dictating the Oil Supply Glut / Commodities / Crude Oil
By: OilPrice_Com
Ship tracking data from Bloomberg shows that 83 supertankers carrying around 166 million barrels of oil are headed to China, which has stockpiled an impressive 787,000 barrels a day in the first quarter of 2016—the highest stockpiling rate since 2014.
While the world was speculating about oil prices plunging to $20 and $10 per barrel, China was busy stockpiling its reserves.
Wednesday, May 04, 2016
Gold Stock Picks Up Over 400%, What's Next ? / Commodities / Gold and Silver Stocks 2016
By: The_Gold_Report
A battle royale is brewing between gold bulls and commercial traders who are short gold, says Brien Lundin, publisher of Gold Newsletter. That tug of war, which should play out in the coming weeks, could result in either a severe correction or a spectacular rise in the price of gold and silver. No matter which way it goes, in this interview with The Gold Report, Lundin recommends that investors continue to look at companies with world-class resources that are still being priced at a fraction of what their values should be. Lundin should know; some of his recommendations are up more than 400% from December and January.
Tuesday, May 03, 2016
What is the Real Value of Gold Today? / Commodities / Gold and Silver 2016
By: Rodney_Johnson
Gold is on a tear this year. The precious metal is up 19%. That’s great! Those holding gold should be happy with their gains. If they take their coins to the grocery store they can buy, well, absolutely nothing. But they can sell their gold to someone else for some printed pieces of cotton (our noble currency) before making their way to the local Whole Foods.
To be fair, some gold coins were actual money many years ago, like the $20 gold piece. In some states it is legal to use these coins today as money, but only for face value, which would be stupid. For all intents and purposes, gold is not money today.
Tuesday, May 03, 2016
Gold Stocks in the Danger Zone / Commodities / Gold and Silver Stocks 2016
By: Bob_Kirtley
The bears have been in charge for the last 4 years or so taking both gold and silver into the depths of despair. The associated mining companies also felt the cold with many having to postpone projects, slash dividends and implement a series of cost cutting measures.
As with most bear markets there were a number of rallies which turned out to be head fakes or bear traps as gold lost its momentum. We can all recall just how well 2015 started as gold bolted in January to higher ground bringing much joy to the perma gold bulls. Alas gold couldn’t maintain it strength and spent the remainder of the year drifting to its lowest level for some time. Fast forward to this year and we can see once again gold has started like an Olympic sprinter taking the price of gold to within touching distance of $1300.00/oz. Silver was a tad slow to start but has now joined the fun by breaching previous resistance levels and confirming golds strength.
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Tuesday, May 03, 2016
Central Banks Need a Higher Gold Price : Hello GATA / Commodities / Gold and Silver 2016
By: Dan_Norcini
A friend sent me some comments from Chris Powell over at GATA (headquarters for the gold manipulation crowd) writing about the possibility of a change in the thinking of the Central Banks in regards to the gold price.
Tuesday, May 03, 2016
Have Gold Mining Shares Topped? / Commodities / Gold and Silver Stocks 2016
By: Brad_Gudgeon
Gold should drop about $150 from here into May 18th or about 12-13%. Gold mining shares should drop about 35-38% from here into May 18th. Mercury turned stationary/retrograde on April 28th suggesting a major top 2 trading days from that date. The Gann cycles suggest a likelihood of Monday, May 2nd being that top. The vertical white lines are TLC or trend line convergence lows which look for May 18th and May 20th as being important lows.
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Tuesday, May 03, 2016
Low Prices for Oil Cure Low Prices for Oil / Commodities / Crude Oil
By: The_Energy_Report
Veteran investor Bob Moriarty discusses one company that is poised to benefit from the volatililty in the oil markets.
Tuesday, May 03, 2016
In Exclusive Interview GATA Chairman Bill Murphy Says Gold Cartel Getting Desperate - Video / Commodities / Gold and Silver 2016
By: Mario_Innecco
Transcript excerpt: ok this afternoon May May 2nd 2016 Monday I'm interviewing bill Murphy he's
the chairman of gala which means gold anti-trust action committee their
website has got a dog or and yeah bill used to work in the financial markets
back in the seventies and commodities but I'll let him introduced himself and
talk a little bit about gaps and what they do you have some background and
commodity in that phone firm once in New York City and small one and there was a
limited edition trailer one time they traded futures markets have that
background and it's helped me understand the market movements cause I watch them
on a daily basis so it it you know that's the one thing I'm good we all
Monday, May 02, 2016
Gold & Silver Rally Huge as Central Bankers & Analysts Flub / 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 Frank Holmes, CEO and Chief Investment Officer at U.S. Global Investors and author of the book The Goldwatcher: Demystifying Gold Investing. Frank has a bullish outlook for the metals and comments on what’s ahead for gold and silver after a very strong start to the year. Will we see a pullback as we head into the summer? Hear Frank’s answer to this question and many others, coming up right after this week’s market update.
Central bankers took center stage this week as both the U.S. Federal Reserve and Bank of Japan moved markets by NOT moving rates. On Wednesday, the Fed announced that it would refrain from hiking interest rates. Fed officials cited a down tick in some of their economic indicators as the primary reason for standing pat.
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Monday, May 02, 2016
SILVER: Prospects for the Birth of a New Bull Run / Commodities / Gold and Silver 2016
By: Joseph_Russo
The prospect for the birth of a new Bull-Run in Silver speaks to a broader cyclical theme that relates to a dying dollar bull, and a corollary cyclical sentiment shift back toward a strong market preference for tangible vs. paper assets. From its current cyclical low in December of 2015, Silver Bullion has risen 30%.
In the broadest of terms, the above referenced theme would suggest the early adoption of a general pair's trade that was short the dollar and long commodities.
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Monday, May 02, 2016
Did The Big Silver And Gold Market Event Arrive? / Commodities / Gold and Silver 2016
By: Hubert_Moolman
In a previous article (September 2015), I presented the following analysis (in italics) to show how we are close to a point were a significant event could happen in the bond market and/or gold & silver markets:
Above, is a chart (from macrotrends.com) that shows the ratio of the gold price to the St. Louis Adjusted Monetary Base back to 1918. That is the gold price in US dollars divided by the St. Louis Adjusted Monetary Base in billions of US dollars. So, for example, currently the ratio is at 0.28 [$1 125 (current gold price)/ $4 019 (which represents 4 019 billions of US dollars)].
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Sunday, May 01, 2016
Gold Commitments of Traders and More / Commodities / Gold and Silver 2016
By: Dan_Norcini
Gold is showing some very good strength at this time, as the weaker dollar, combined with negative interest rates, and in some instances, NEGATIVE REAL RATES, has made the opportunity cost in holding the metal practically non-existent. Throw in the continued uncertainty over global equity market valuations, and gold demand continues to remain strong. As noted previously however,the recent lackluster interest in GLD is on my radar screen however.
Sunday, May 01, 2016
The Magic of Gold Ratio Charts / Commodities / Gold and Silver 2016
By: Rambus_Chartology
The first point I would like to make is that many of you are probably wondering how I could reverse my long term bearish view on the precious metals complex to a bullish view in such a short period of time. The other point I've been trying to make is to get you positioned and sit tight, as this new bull market is just getting started. Understanding the Chartology of this sector from the many different precious metals stock indexes, to individual PM stocks and especially the combo ratio charts, paints a picture that if one keeps an open mind and truly understands what is taking place right now, getting positioned and sitting tight makes alot of sense. This is easier said than done of course.