Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, December 15, 2015
Whither Silver Price? / Commodities / Gold and Silver 2015
By: Dan_Norcini
In a bit of a surprise today, crude oil somehow managed to pop high after falling below $35 at one point. It seems like it was more a case of running out of sellers rather than aggressive new buying.
Part of the reason for the move higher was that same pestilential macro trade that seemingly surfaces every single time the Dollar moves lower, namely the macro boyz start buying commodities in general.
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Tuesday, December 15, 2015
Santa Claus Gives Away Top 5 Junior Gold Mining Stock Picks / Commodities / Gold and Silver Stocks 2015
By: The_Gold_Report
Thibaut Lepouttre, editor of Caesars Report, knows 'tis the season for generosity, so when we asked him for his top three picks among junior mining equities, he gave us five—four gold plays and a phosphate name. Belgium-based Lepouttre also discusses different "black-swan" events and their potential impact on the gold price, as well as some naughty and nice mining jurisdictions. But this is the interview that keeps on giving, so before he left Lepouttre added two micro-cap oil names he believes would make great "stocking stuffers." He's not Santa Claus but you'll appreciate his magnanimity in this interview with The Gold Report.
Tuesday, December 15, 2015
Crude Oil Extends Losses / Commodities / Crude Oil
By: Nadia_Simmons
Trading position (short-term; our opinion): No positions are justified from the risk/reward perspective.
On Friday, crude oil lost 3.34% as a bearish report from the International Energy Agency added to worries over a supply glut and affected negatively investors' sentiment. In this environment, light crude dropped to a fresh 2015 low, slipping to the lowest level since Feb 2009. What's next?
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Monday, December 14, 2015
Fed, ECB “Monetary Insanity” Is “Frightening” – GoldCore on Keiser Report / Commodities / Gold and Silver 2015
By: GoldCore
Max Keiser interviewed GoldCore Research Director, Mark O’Byrne last week and the video was released on Saturday.
Key points and topics covered:
– “Monetary insanity” of ECB and Fed is “frightening”
– “Absolutely nothing has been learned” since financial crisis
– “Financial hypocrisy on a grand scale”
– Ireland was vassal of Bank of England and now ECB
Monday, December 14, 2015
Why Gold-Backed Money Doesn’t Bring Economic Booms and Busts / Commodities / Economic Theory
By: Frank_Shostak
According to popular thinking, not every increase in the supply of money will have an effect on economic activity. For instance, if an increase in supply is matched by a corresponding increase in the demand for money, we are told, then there won’t be any effect on the economy. The increase in the supply of money is neutralized, so to speak, by an increase in the demand for money, or the willingness to hold a greater amount of money than before.
What do we mean by demand for money? And how does this demand differ from demand for goods and services?
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Saturday, December 12, 2015
Are Low Crude Oil Prices a 'Boom Or A Curse' For The World Economy? / Commodities / Crude Oil
By: Chris_Vermeulen
The energy markets are tanking and are at levels that have not been seen since "The Recession" of 2009. Opinions are divided on the effects of the fall. Some say it is good for consumers, whereas, others say it is bad for the global economy. This article will analyze the overall effects of low crude oil prices on the industry, the major oil-producing nations, consumers and the overall global economy. The severity of the fall can be seen in the chart below.
Saturday, December 12, 2015
Gold And Silver– Problem, Reaction, Solution Does Not Apply To Precious Metals / Commodities / Gold and Silver 2015
By: Michael_Noonan
The Rothschild-now-globalist template for gaining control over all money, and now the world, has been create a Problem, let an adverse Reaction develop, then present the desired Solution. On a grander scale, there was the US Civil War to divide the country, then the manufactured Roaring ’20s and the stock market bubble, burst when the money changers purposefully tightened the money supply creating massive margin calls and the Crash of 1929.
Saturday, December 12, 2015
The Effect of a Fed Rate Hike on Gold and Silver / Commodities / Gold and Silver 2015
By: Jordan_Roy_Byrne
The markets have for the most part already priced in a Fed rate hike which is expected next week. Yesterday fed funds futures indicated an 80% chance of a rate hike. It would be the first hike in roughly 9 years. The Fed last began a new hiking cycle in 2004. We consult history to decipher the potential impact (of a rate hike) on the embattled precious metals sector.
Saturday, December 12, 2015
The Gold Market - Mario Draghi is a Hype Machine / Commodities / Gold and Silver 2015
By: EconMatters
The Gold Market is pretty interesting here as investors realized on Thursday that much that comes out of Mario Draghi`s mouth is complete hyperbole, because things aren`t nearly as dire in Europe as some bankers try to persuade for additional stimulus out of the ECB, and Germany isn`t going to sign off on the extreme bazooka stimulus measures because Germans by nature are conservative, and there is a commensurate symmetry between ratcheting up extreme monetary measures and stoking the fire of unintended consequences.
Saturday, December 12, 2015
Gold Sector Inputs That Actually Matter and Stock Market Refugees / Commodities / Gold and Silver 2015
By: Gary_Tanashian
The word play in the title is in reference to the ridiculous fuss over COMEX gold inventory and other promotions masquerading as fundamentals put out by cartoons masquerading as analysis.
30 year divided by, and 30 year minus 5 year are neutral at best. Yield spreads would be rising in a gold-positive environment. As a side note, this spread also tends to bring trouble for the stock market during its initial stages of rising.
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Friday, December 11, 2015
Gold Thrives in Fed Interest Rate Hike Cycles / Commodities / Gold and Silver 2015
By: Zeal_LLC
Gold’s deep new secular lows of recent weeks were fueled by American futures speculators’ overpowering fear of Fed rate hikes. They believe zero-yielding gold is doomed in a higher-rate world, so they dumped gold futures at astounding record rates. The problem is history proves just the opposite, that gold tends to thrive during Fed-rate-hike cycles. This revelation is a super-bullish near-term omen for gold.
Some brief context is essential to frame gold’s apparently dire predicament today. Late July saw gold crushed to new secular lows by a record extreme gold-futures shorting attack brazenly executed to blast through long-side stops and foment panic selling. But this burst selling soon fizzled, leading to a major gold bottom in early August. Over the subsequent few months, gold carved an impressive new uptrend.
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Friday, December 11, 2015
Gold and Silver Exceptional Hypocrisy / Commodities / Gold and Silver 2015
By: Jesse
Gold and silver finished largely unchanged in a lightly traded session.
There were no deliveries worth noting at The Bucket Shop yesterday. Nothing in gold, and a few bars of silver.
The gold warehouses were completely quiet, sitting tight with warranted (registered) bullion sitting at decades long lows, and with little historical precedent for their ratio to open interest.
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Thursday, December 10, 2015
Screaming Fundamentals For Owning Gold Bullion / Commodities / Gold and Silver 2015
By: GoldCore
We’re at a moment of historic opportunity.
By Chris Martenson
Every year or two we update this report which lays out the investment thesis for gold. Here is this year’s version.
Silver is touched upon only as necessary; as a separate report of equal scope is required for that precious metal.
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Thursday, December 10, 2015
Strippers Suffering From Low Oil Prices / Commodities / Oil Companies
By: OilPrice_Com
With Prices Below $50, what is a stripper to do?With OPEC breaking down and any kind of coordination among its members on price cuts looking increasingly unlikely, it now appears that oil prices could remain below $50 a barrel for a year or more. As producers confront this unpleasant reality, some will finally start to significantly curtail or even shut down operations. And that is going to severely hurt an all but invisible group; strippers in the United States.
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Wednesday, December 09, 2015
Dishonest Money Will Die - I Hope / Commodities / Gold and Silver 2015
By: DeviantInvestor
Honest money – gold and silver – are not supported by governments and central bankers for obvious reasons. The Fed can “print” $85 Billion per month to buy dodgy paper to support the banking system, but the Fed can’t produce 75 million ounces of gold each month. Consequently we use dishonest money.
Wednesday, December 09, 2015
The Science Behind Shale Oil Investments that Pay Off Big Time / Commodities / Shale Oil and Gas
By: The_Energy_Report
As Matt Badiali, geologist and editor of the Stansberry Resource Report, explains, it has only been in the last few decades have we learned to release the potential of the massive oil and gas reservoirs in the U.S. Now we are learning how to tell if a shale project will be profitable. In this Energy Report article, he shares three names he is watching closely.
Wednesday, December 09, 2015
Plunging Commodities Interfere With The New World Order / Commodities / Commodities Trading
By: Raul_I_Meijer
Anglo American, a British company, and one of the world’s biggest miners, and a ‘producer’ (actually just a miner, how did those two terms ever get mixed up?!) of platinum (world no. 1), diamonds, copper, nickel, iron ore and coal, said today it would scrap dividends AND fire 85,000 of it 135,000 global workforce (that’s 63%!).
Anglo is just the first in a long litany line we’ll see going forward. Commodities ‘producers’ are being completely wiped out, hammered, killed, murdered. They’ve been able to hedge their downside risks so far, but now find they can’t even afford the price of the hedges (insurance) anymore. And then there’s all the banks and funds that financed them.
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Tuesday, December 08, 2015
How Much Longer Will Rising US Dollar Crush Commodities and Mining Stocks? / Commodities / Gold and Silver Stocks 2015
By: Jeb_Handwerger
-For over four years, capital has been flowing from Europe into the US Currency and Economy to get better returns.
-The rising dollar and S&P 500 crushed commodities and emerging economies over the past several years.
-Geopolitical uncertainty throughout the world is rising especially in the Middle East where now Russia and the West are taking on ISIS.
-Rapidly rising US dollar caused horrible bear market in mining equities.
-High US dollar is slowing down economic growth domestically which could be exacerbated by higher rates. Meanwhile, Europe and emerging economies may be bottoming and improving with the negative rates.
Tuesday, December 08, 2015
Gold Buying Surges At U.S. Mint In November – China Buys 21 Tonnes In November Alone / Commodities / Gold and Silver 2015
By: GoldCore
Despite gold at near 6 year lows, global demand for physical bullion remains very high. This is clearly seen in the recent demand data from the U.S. Mint and other mints. It is also seen in demand data from GFMS and the World Gold Council which shows very robust demand from Germany, India and of course, China.
Tuesday, December 08, 2015
Extreme Leverage in a Gold Futures Market Nearing the Breaking Point / Commodities / Gold and Silver 2015
By: MoneyMetals
The metals markets rallied strongly on Friday – action which came as a surprise to many. The gains snapped a 6-week losing streak for gold, silver, and platinum. Prices rose despite a stronger-than-expected November jobs report raising the odds the Fed will hike interest rates later this month.
Perhaps silver and gold futures finally caught a safe-haven bid on news of the terrorism-linked shooting in Southern California.
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