Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Thursday, January 14, 2016
How Precious Metals Investors Can Trump the Establishment / Commodities / Gold and Silver 2016
As the presidential primaries quickly approach, the establishment is in panic mode over the prospect of losing control. It’s not just about Donald Trump. The political class, the “mainstream” media, Wall Street, and the central banking cartel are all losing credibility in the eyes of the public.
2016 is shaping up as the year of “We’re not gonna take it anymore” – in more ways than one. It’s an encouraging development for precious metals investors and sound money advocates.
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Thursday, January 14, 2016
Crude Oil Price Crash Catastrophe, Independant Scotland Literally Begging to Rejoin the UK / Commodities / Crude Oil
The oil price collapse of 2015 has continued into 2016 with the price of oil plunging to a 12 year low of $29, less than 1/3rd of just over a year ago at the time of the Scottish Independence mania that surrounded the Independence Referendum on the backs of an oil price of over $100 which had the Scottish Nationalists fantasising of the oil price heading to $120 and beyond, as part of painting a propaganda picture of an Independent Scotland Utopia to be built on tens of billions of free money each year in the form of tax revenues from a perpetually expanding north sea oil industry. Not only were the nationalist convinced of the oil price soaring soaring into the stratosphere but would heavily round on anyone that suggested that oil prices could actually fall as being Unionist propaganda.
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Wednesday, January 13, 2016
WTIC Crude Oil and Silver Charts / Commodities / Commodities Trading
At 63% below the 200 week moving average the price of oil has gone "parabolic" to the downside. Silver is due for an intermediate degree rally. Read full article... Read full article...
Wednesday, January 13, 2016
Paper Gold: Utopia for Alchemists / Commodities / Gold and Silver 2016
John Hathaway, respected authority on the gold market and senior portfolio manager with Tocqueville Asset Management has written an excellent research paper on the fundamentals driving the gold market today.
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Tuesday, January 12, 2016
Peak Bull Crap - How Oil Futures Curve Have Little Predictive Value / Commodities / Crude Oil
Tuesday, January 12, 2016
Silver, Silliness, Gold, and Risk / Commodities / Gold and Silver 2016
The movie “The Big Short” features Michael Burry. His statement from Zerohedge:
“It seems the world is headed toward negative real interest rates on a global scale. This is toxic. Interest rates are used to price risk, and so in the current environment, the risk pricing mechanism is broken.”
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Tuesday, January 12, 2016
Sales Surge After U.S. Mint Quadruples Silver Eagles Allocation / Commodities / Gold and Silver 2016
American Eagle silver coin sales jumped on Monday after the U.S. Mint said it set the first weekly allocation of 2016 at 4 million ounces, roughly four times the amount rationed in the last five months of 2015, after a surge in demand.
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Tuesday, January 12, 2016
Betrayed By The Gold Silver Ratio ? Gold Bug heresy? / Commodities / Gold and Silver 2016
“ET TU BRUTE ?” “Cuo Bono ?”
“It's a long time from now to never....” Says 'John Snow' in Game of Thrones. In my opinion, probably as far as from here / now to “It must go back to....” uttered so much in the worship of the Gold Silver Ratio (GSR). And yet it doesn't, at least not until you suffer your stops being run and a loss of capital, or worse. Your Capital was just betrayed at the hands of The GSR.
Tuesday, January 12, 2016
Here is How You Fix the Oil Market / Commodities / Crude Oil
Monday, January 11, 2016
Crude Oil Price Closed Week under 2009 Low! / Commodities / Crude Oil
Trading position (short-term; our opinion): Short positions (with a stop-loss order at $39.12) are justified from the risk/reward perspective.
On Friday, crude oil lost 1.14% as concerns over a global supply glut, the situation in China and the Middle East continued to weigh on investors sentiment. Thanks to these circumstances, light crude closed the week under the 2009 low. Does it mean that we’ll see a test of the barrier of $30 in the coming weeks?
Monday, January 11, 2016
The “Hanging in There” Game for Oil Producers / Commodities / Oil Companies
9.2 Million Barrels
The latest EIA report shows the US Production rate steady and holding at the 9.2 million barrels per day. And although there have been some anecdotal reports out of Canada at the start of the year on this recent down leg in oil prices, that this has triggered them to shut down production, that at these prices it makes no sense to continue operations; the rest of the beleaguered producers in the oil space are continuing to operate and hold on throwing more bad money after bad money.
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Monday, January 11, 2016
Must See Presentation: “Wealth” of “Positive Catalysts” for Gold / Commodities / Gold and Silver 2016
Grant Williams gave another must see presentation at the Mines and Money Conference in London last month, laying out why he believes the gold price is languishing despite a wealth of what would ordinarily be “positive catalysts.”
Williams’ presentation is titled “Gold: The Unsurance Policy — Love It or Loathe It.” It is 28 minutes long and can be viewed here:
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Monday, January 11, 2016
What’s Up with the HUI and Gold ? / Commodities / Gold and Silver 2016
“UP” it was, but the intermediate term chart is certainly not that impressive, given the pandemonium that has been taking place since the start of the New Year.
The index does seem to have carved out a bottom just above the 100 level but it must take out initial resistance near 140 and then again above the 50 period moving average to give chartists some reason to turn more solidly bullish. As things stand now, all it looks like the index has done is to bounce off a bottom and trek higher towards to the upper bounds of a sideways trading pattern. For a bullish breakout to occur, 150 will have to be cleared.
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Sunday, January 10, 2016
The Dot Plot, Treasuries and the Gold Stocks TSX.V / Commodities / Gold and Silver Stocks 2016
The Federal Reserve has finally raised their target for the Fed Funds rate. In a unanimous vote members decided to raise rates by 25 basis points to 0.25 - 0.50 per cent. It was the first hike since June 2006 when then Fed head Ben ‘helicopter’ Bernanke increased the benchmark rate from 5 to 5.25 percent.
How far and how fast will the Fed's rate-hike cycle go? Maybe Federal Reserve members themselves can tell us that…
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Saturday, January 09, 2016
Gold And Silver – Why More Important Than When. Going Lower Before Moving Higher / Commodities / Gold and Silver 2016
When the globalist’s central bankers are in control, primarily the US/UK, they are proving their ability to supersede the natural forces of supply and demand with impunity. When they have the ability to “print” unlimited amounts of fake fiat, no other country can stand in the way, not even China.
On the other hand, neither China nor Russia wants to oppose the globalist forces of evil, for both of those nations see what is unfolding on the world’s stage is the kabuki theater death dance of the US and the inexorable fading away of the fiat Federal Reserve Note.
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Saturday, January 09, 2016
Gold to Equities Ratios Have Bottomed / Commodities / Gold and Silver 2016
It has been a strong start to 2016 in precious metals, today notwithstanding. Gold was able to break above daily resistance at $1080 to $1090 while miners climbed higher until Friday's reversal. Rather than focus on the nominal gains I want to turn our attention to Gold's performance against other markets and asset classes. It is starting to turn in Gold's favor and that is imperative if the precious metals bear market is to end in 2016.
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Friday, January 08, 2016
Natural Gas Prices Signaling Oil Bottom for Investors / Commodities / Natural Gas
Everyone is trying to figure when the oil markets will bottom. Well lost in all the crazy action in markets globally is the nice resurgence off the bottom for natural gas prices. Natural Gas prices have essentially gone from $1.68 per MMBtu to $2.40 per MMBtu rather rapidly in the midst of a mild winter so far. The reason is that all those rig reductions are starting to affect the production of the commodity, less natural gas is coming to market relative to expectations.
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Friday, January 08, 2016
That`s the Bottom in the Crude Oil Price, Clear Out Weak Hands in the Market / Commodities / Crude Oil
On Wednesday the oil market sold off to $33.77 on large product`s builds, China`s devaluation of its currency, and a substantial selloff in equities. Sure Oil can go a dollar below this low, but for all intents and purposes this is the bottom in the oil selloff that was predicted for the start of the year. This move down was as predictable a move as there is in financial markets, and we called this down move to start the year with a piece we issued in December.
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Friday, January 08, 2016
Gold Price Higher In Most Currencies in 2015 – Up 4% This Week / Commodities / Gold and Silver 2016
- Gold acts as safe haven in 2015 … for those who need safe haven
- Gold gains in CAD, AUD, NZD, ZAR, RUB & most emerging market currencies
- Gold essentially flat in EUR (-0.3%) as ECB QE supports gold
- Gold lower in USD, GBP, CNY, INR, JPY, CHF
- Of 18 major currencies, gold was higher in 11 currencies and lower in 7
- Hallmarks of market bottoming and bodes well for 2016
- Gold over 4% higher in USD, EUR and GBP so far in January
Thursday, January 07, 2016
Why are Gold Stocks Outperforming? / Commodities / Gold and Silver Stocks 2016
Even a cursory review of U.S. stock market indices over the past year shows sharp differences in the character of the first half of last year and the latter half. A clear discontinuity occurred in the path of that market. That a Part A and a Part B existed cannot be ignored. The fantasies and dreams of Part A were dashed in Part B. For whatever the reason, the character of markets changed.
Table that follows shows end of July 2015 values for a number of market indices and investments, the recent value for the same, and the percentage change for that period. One question comes to mind after reviewing this table. Why are the Gold stocks outperforming?
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