Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, January 07, 2016

Perth Mint Silver Coins Sales Surge 56%, Gold Sales Drop 16% In 2015 / Commodities / Gold and Silver 2016

By: GoldCore

Perth Mint’s sales of silver coins surged 56%, while gold sales fell 16% in 2015, as silver stackers continued to accumulate silver coins and bars and the new silver nugget or kangaroo bullion coin (1 oz and 5 oz) saw very high levels of demand.

The Perth Mint’s gold sales rose in December from the prior month, but annual sales slid by nearly a fifth in 2015. Gold sales in December rose to 40,096 ounces from 31,664 ounces in November, the mint said on its website on Wednesday as reported by Reuters.

Thursday, January 07, 2016

Crude Oil Price Breakdown! / Commodities / Crude Oil

By: Nadia_Simmons

Trading position (short-term; our opinion): Short positions (with a stop-loss order at $39.12 and an initial downside target at $33.66) are justified from the risk/reward perspective.

On Tuesday, crude oil lost 2.47% as a stronger greenback pushed the price lower. As a result, light crude extended losses and broke below important support line. What impact could it have on future moves?

Thursday, January 07, 2016

Crude Oil Price Tanks but Oil Tankers are Filling Up and Raking it In / Commodities / Crude Oil

By: Sol_Palha

"A man, when he wishes, is the master of his fate." ~ Jose Ferrer

While oil continues to drop, there is one sector connected to the oil market that is doing rather well. It is the oil tanker sector, and while oil is trading at 11-year lows, many stocks in this sector are already posting double digits gains over the past 12 months. This sector looks appealing both from the Contrarian and Mass psychology perspective for the following reasons.

Wednesday, January 06, 2016

Gold Price Up On Mid East, Asia Risk – January Best Monthly Performance / Commodities / Gold and Silver 2016

By: GoldCore

- Gold up 2.5% in January on stock falls, Korea nuclear test, Middle East tensions
- Gold up an average of 4.4% in January over past decade
- January positive month for gold and silver

Gold prices hit a four-week high today over $1,088 per ounce, extending gains for the third day and leading to a 2.5% gain year to date. Deepening concerns over the indebted Chinese economy saw falls in stock markets again and tensions rose in Asia and the Middle East.

Wednesday, January 06, 2016

Gold Market, Two Charts / Commodities / Gold and Silver 2016

By: Denali_Guide

As you build a model of the trend  you want to find in a Sector or stock that has a trend you can find.  Better yet if you can catch it while it changes trend from down to up.
            Compare the left chart, GIMBO with the RIGHT hand chart, DIMBO. If we are constructing a model of a chart of a stock or sector we want to buy into, which one typifies the best situation that can be there for us : Bottoming, ready to move up, LEFT HAND SIDE, or CRESTING or ROLLING OVER with no decisive trend outlined.

Wednesday, January 06, 2016

Investors Green Energy Trend Is Your Friend / Commodities / Energy Resources

By: The_Energy_Report

David Talbot of Dundee Capital Markets forecasts uranium demand growth of about 6% compounded annually through 2020, which ought to be more than enough to kickstart depressed U3O8 prices. Nuclear energy is part of a growing trend away from fossil fuels toward green energy and things like lithium-ion batteries for cars and energy storage. Talbot explains that lithium demand is expected to grow even faster than uranium demand, and the market is already undergoing a supply deficit. In this interview with The Energy Report, he offers his top picks in the uranium and lithium spaces, as well as a graphite name, all poised to ride the green energy trend higher.

Tuesday, January 05, 2016

Silver Rides a Runaway Expense Train / Commodities / Gold and Silver 2016

By: DeviantInvestor

The US government will spend nearly $4 Trillion this fiscal year – starting last October 1.  Of course it projects a massive deficit, increasing national debt, uses “funny” accounting, and does not address unfunded liabilities.

Business as usual…

Examine the last 100 years of US government expenditures and national debt – on a log scale in $ millions.  Note that official government expenses have increased from about $750 million to about $4 Trillion, an increase by a factor of over 5,000.

Tuesday, January 05, 2016

DJ-UBS Forecast: Can it get worse in 2016 for Commodities? / Commodities / Commodities Trading

By: Submissions

Ken Ticehurst writes: The commodities complex ended 2015 with another poor year, the Dow Jones Commodity Index ended down 25%. Unfortunately as far as we are concerned the downtrend is set to continue for the foreseeable future there appears very little evidence of a capitulation or a bottom forming.

We are currently in a small oversold bounce which we do not expect to last too long as the index itself has spent the last few months in a controlled descent. Rather than an uncontrolled crash the index has moved steadily lower which can sometimes indicate a lower for longer pattern is unfolding.

Tuesday, January 05, 2016

Hedge Funds Remain Bullish Crude Oil Price / Commodities / Crude Oil

By: Dan_Norcini

Just as the case with Silver, so do the hedge funds remain stubbornly long in crude oil.

Here is the updated COT chart as of last Tuesday, December 29, 2015.

Tuesday, January 05, 2016

Gold and Silver Investors Betting on Deflation May Be a Huge Mistake. Here's Why... / Commodities / Gold and Silver 2016

By: MoneyMetals

Precious metals investors heading into 2016 worry the dollar will continue marching ahead, right over the top of gold and silver prices. The Fed is telegraphing additional rate hikes throughout the year, and commodity prices – led by crude oil – are falling. There have been tremors in the biggest beneficiary markets of all when it comes to the Fed's QE largesse – U.S. equities and real estate. And the possibility of a recession is growing, both in the U.S. and around the world.

Tuesday, January 05, 2016

Gold Bull Trap / Commodities / Gold and Silver 2016

By: Ed_Carlson

For most of December, gold has acted as if it is forming a base from which to rally but gold had a rough week last week losing $16.90/oz. and closed at 1,060.30. In addition, gold printed an engulfing bearish candlestick on the weekly chart. Cycles point to a low this week which could be followed by the kind of rally we would all like to catch but be careful; a 4 year cycle low is not due until later this year making any rally now a likely bull trap.

Monday, January 04, 2016

Saudi Arabia and OPEC Manipulate Oil Prices to Eliminate It’s Competition / Commodities / Crude Oil

By: Chris_Vermeulen

About eighteen months ago the international price of WTI Crude Oil, at the close of June 2014, was $105.93 per barrel. Flash-forward to today; the price of WTI Crude Oil was just holding above $38.00 per barrel, a drastic fall of more than 65% since June 2014. I will point out several reasons behind this sharp, sudden, and what now seems to be prolonged slump.

Monday, January 04, 2016

Gold Bullion Price 2016 Upleg / Commodities / Gold and Silver 2016

By: GoldCore

Happy New Year. Thank you for all your support in 2015 and wishing you and yours a healthy, prosperous and happy 2016.

Adam Hamilton of Zeal Intelligence has looked at gold’s prospects in 2016 and he thinks the worst may be over for the yellow metal.

Monday, January 04, 2016

Technical Analysis of the Lumber Commodity Market / Commodities / Lumber

By: EconMatters

Housing Demand Thesis

The last two years rents have been rising primarily due to supply and demand issues. There hasn`t been enough multifamily housing to keep up with the demand, and as the employment levels go up and more millennials move out of their parent`s house, I expect the housing market to continue to be on the slow but steady upswing of the last several years for 2016.

Monday, January 04, 2016

Gold Advanced During 2015 in Most Major Currencies / Commodities / Gold and Silver 2015

By: Jason_Hamlin

Sentiment towards gold has been so bearish lately that you might think the yellow metal declined by 50% or more during 2015. In fact, it was only down 11% in U.S. dollar terms and gold actually advanced in most major currencies. Out of the 17 currencies tracked, gold was up in 10 of them and down in only 7 of them.

Gold advanced in both Canadian and Australian dollars, rocketed higher in Argentine pesos and Brazilian real, climbed higher in Mexican pesos, Russian Rubles, South African Rand, Turkish Lira and Ukrainian Hryvnia.

Saturday, January 02, 2016

Dollar Collapse Gold Price Forecast 2016, Monetary Experiment - Audio / Commodities / Gold and Silver 2015

By: John_Rubino

Gold is down in the US but rising in most other places. Could this be the start of the next bull market in precious metals and mining stocks? Meanwhile, the shape of next year's monetary policy is becoming more clear, and it's unlike anything seen since, well, biblical times. You'll be amazed and probably shocked.

Saturday, January 02, 2016

Gold and Silver Price Manipulation to Melt Away Soon - Video / Commodities / Gold and Silver 2016

By: Mario_Innecco

Transcript Excerpt: hi in my first video this year just like to talk about a couple of things I've seen on the Internet
first one of course I talked about it was the webpart video by Cliff high
about a week or so ago he talked about how it would reach $650 and gold would
be making a new high alongside silver and that would probably happen sometime
at the end of January this year and maybe beginning of February I just
listened to video on the internet with Bo pony I put the video to it the link
sorry to the video below at the you know below my video and basically both pony
is saying that his cycle work indicates that a lone goal should have been hit

Friday, January 01, 2016

Gold Another Losing Year / Commodities / Gold and Silver 2016

By: Dan_Norcini

Here is a long term chart (monthly) showing where the price of gold ended last year ( 2014 ) and where it is ending up this year.

Thursday, December 31, 2015

Fueling Gold Price 2016 Upleg / Commodities / Gold and Silver 2016

By: Zeal_LLC

Gold certainly had a rough year in 2015, grinding inexorably lower on Fed-rate-hike fears and investor abandonment.  But gold is poised to rebound dramatically in this new year, mean reverting out of its recent deep secular lows.  The drivers of gold’s weakness have soared to such extremes that they have to reverse hard.  The resulting heavy buying from dominant groups of traders will fuel gold’s mighty 2016 upleg.

Investment demand, or lack thereof, is what overwhelmingly drives the gold price.  Investment certainly isn’t the largest component of gold demand, a crown held by jewelry at roughly 4/7ths of the total.  But that is somewhat misleading, as gold’s investment merits are the primary reason Asians flock to gold jewelry.  But since global jewelry demand is fairly consistent, it’s not what drives the gold price on the margin.

Thursday, December 31, 2015

Crude Oil and Gold – What Can We Infer from This Relationship? / Commodities / Crude Oil

By: Nadia_Simmons

Trading position (short-term; our opinion): Short positions (with a stop-loss order at $39.12 and an initial downside target at $33.66) are justified from the risk/reward perspective.

Although crude oil moved higher yesterday, the key resistance lines continue to keep gains in check. What does it mean for the commodity? Will the oil-to-gold ratio give us more clues about future moves?