Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, October 02, 2015

Survival Secrets from Colorado Resource Investing Front Lines / Commodities / Metals & Mining

By: The_Gold_Report

Top experts and select companies traveled to Colorado last week for a pair of conferences focused on the survivors in the natural resource mining sector. The Gold Report reached out to some of the discerning voices there and asked whether the barrage of headlines from the Federal Reserve and China impacted the mood, and what companies they would be following up on when they returned to their offices. While the Precious Metals Summit was geared toward development-stage companies and the Denver Gold Forum was mostly populated by large, producing mining companies, everyone seemed fixated on survival. For those of us watching from home, experts we talked to were kind enough to name some of the standout companies they saw in boothland.

Thursday, October 01, 2015

Gold Cycle Running Out of Steam / Commodities / Gold and Silver 2015

By: Bob_Loukas

I predicted that gold would rally last week up to the $1,155 area, and was also equally unsurprised when it was rejected the first time by that declining (see green trend-line on chart) resistance line. Those are standard or obvious Cycle pivot points, but how it continued lower yesterday to fall well below the 10 day moving average was not a “typical” development if you’re a supporter of the bull case in gold.

Thursday, October 01, 2015

NIRP, its Likelihood and Effect on Commodities / Commodities / Commodities Trading

By: Alasdair_Macleod

In last week's article I pointed out that negative interest rates should lead to a general shift in consumer preferences from money towards essential goods. Central bankers may wish for this outcome on a controlled basis to allow them to hit their price inflation targets, and this could happen quite quickly. If people face a tax on their cash and bank deposits, which is what a negative interest rate amounts to, they will simply reduce these balances, artificially boosting demand.

Thursday, October 01, 2015

The Great Illinois Gold Rush! / Commodities / Gold and Silver Stocks 2015

By: DeviantInvestor

There is no gold rush in Illinois.  The important question is, “Why Not?”

Per Mike Shedlock (Mish) here and here:

• “Illinois is in serious financial trouble.”
• “Illinois has no current budget.”
• “The reality is Illinois is flat-out broke.”

Thursday, October 01, 2015

Best Short-Term Commodity Market Opportunities - Video / Commodities / Commodities Trading

By: EWI

Dear Investor,

Elliott Wave International's Senior Commodity Analyst, Jeffrey Kennedy, has just recorded a live webinar titled "Today's Top Commodity Opportunities."

Wednesday, September 30, 2015

China Boosts Gold Reserves 1% in August, Diversifying Assets / Commodities / Gold and Silver 2015

By: GoldCore

In his article for Bloomberg Business Ranjeetha Pakiam takes a look at China’s recent accumulations in gold and how the country now compares in the world league table on gold holdings. He observes that there is a deliberate policy of increased transparency in China “as the country improves data quality, increases its presence in commodities trading and promotes the international role of the yuan”.

Tuesday, September 29, 2015

Gold - Somebody Call Warren Buffett - Quick / Commodities / Gold and Silver 2015

By: Peter_Degraaf

A few years ago Warren was interviewed on CNBC.  The interviewer asked him:  “Where do you think gold will be trading five years from now?”  His answer showed an ongoing dislike for gold as he replied:  “I have no views as to where it will be, but the one thing I can tell you is it won’t do anything between now and then except look at you.  Whereas, you know, Coca-Cola (NYSE:KO) will be making money, and I think Wells Fargo (NYSE:WFC) will be making a lot of money and there will be a lot — and it’s a lot — it’s a lot better to have a goose that keeps laying eggs than a goose that just sits there and eats insurance and storage and a few things like that.”

Tuesday, September 29, 2015

The Difference Between Gold and Debt / Commodities / Gold and Silver 2015

By: DeviantInvestor

Simple version:  Gold is good.  Sovereign debt is bad.

The world has added approximately $60 Trillion in debt since 2007, much of it sovereign debt created from deficit spending on social programs, wars, and much more.  In that time the world has mined perhaps 30,000 tons of gold, or about 950 million ounces, worth at September 2015 prices a little more than a $Trillion.  It is easy to create debt – central banks “print” currencies by BORROWING those currencies into existence.  Debt increases, currency in circulation increases, and until it crashes, life is good for the financial and political elite.  But debt increasing 60 times more rapidly than gold indicates that debt is growing too rapidly and due for a reset.

Tuesday, September 29, 2015

Peak Food Island Earth / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

Island Earth is our latest article on the concept of Peak Food, which was introduced in two previous articles. We do recommend reading those other two articles in conjunction with this one: Peak Food 2 and Peak Food, An Introduction

Below we will observe that Island Earth is a major component of Peak Food. Reality is that Island Earth, combined with a myriad of other factors, has serious negative implications for our world's ability over time to satisfy human demand for food at affordable prices. Today, many ignore the reality of Peak Food. For the farsighted investors, Peak Food offers an investment opportunity that can provide benefits for generations.

Tuesday, September 29, 2015

Not Enough Gold to Pay All Holders of Gold Obligations / Commodities / Gold and Silver 2015

By: Hubert_Moolman

It is often reported that governments and central banks have for years leased or sold their gold to bullion banks; therefore, they are unlikely to possess the tons of gold, they are said to hold. Also, the bullion banks seem to be under enormous pressure recently. Just look at the recently reported spike in the gold coverage ratio on COMEX, with, there being over 200 ounces of paper gold claims for every ounce of deliverable gold (as reported on zerohedge.com)

Tuesday, September 29, 2015

Silver Prices - Who Was That and When Will it End? / Commodities / Gold and Silver 2015

By: Dr_Jeff_Lewis

Two events occurred in the silver market recently. On Tuesday, September 22nd, and Monday, September 28th the price got hammered. While it is true - this didn’t happen in a vacuum. These downdrafts occurred across basically all markets. However, it would be a mistake to leave it at that correlation and not investigate further. While most markets share an electronic trading, “character”, there is much more that meets the eye - and more so for silver. 

Tuesday, September 29, 2015

7 Bullish Gold Price Indicators / Commodities / Gold and Silver 2015

By: SecularInvestor

It is getting very exciting in the gold market! We have shown several bullish gold indicators in the last couple of weeks. Here is the thing: the number of bullish indicators keeps on growing.

First, GLD ETF, the largest exchange-tradable gold ETF, has the lowest put-to-call ratio since 2012, right after the failed attempt of gold to break through its all-time high. Chart courtesy: Bloomberg.

Tuesday, September 29, 2015

Crude Oil Price Is Going to Fall by 50%… Again / Commodities / Crude Oil

By: ...

Michael Lewitt writes: We’ve talked about the massive Debt Supercycle and why it can only end in the market crash I’m now predicting. (If you want a refresher, download my “Super Crash Report.”)

But there’s one connection we haven’t made yet.

The same thing just happened in the energy market.

Monday, September 28, 2015

In Defense of Gold / Commodities / Gold and Silver 2015

By: Michael_Pento

There has been an unprecedented attack on gold and mining shares over the past three years emanating from financial institutions in order to support the government's supposed success in bringing the economy back to health. And even though gold mining shares are down 85% during this tenure, the case for owning gold-related investments have never been more compelling.

The reason to own gold is the same today as it has been for thousands of years: it is the perfect store of wealth. Gold is portable, divisible without losing its value, beautiful, extremely scarce, and virtually indestructible. It is simply the best form of money known to mankind.

Monday, September 28, 2015

Buy Gold While You Still Can! / Commodities / Gold and Silver 2015

By: GoldCore

In part 1 of his 2 part report on the ever-tightening supply of physical gold, Chris Martenson describes the fascinating data that “reveals the extent of the West’s massive dis-hoarding of physical gold”. He points out the enormous and growing disconnect between the cash and physical markets for gold which, as he explains, has major repercussions for physical gold storage.

Monday, September 28, 2015

Gold and Silver, Precious Metals Complex Getting Interesting / Commodities / Gold and Silver 2015

By: Rambus_Chartology

In this report I would like to focus on the PM complex as it has rallied for the last several days. During most of the bear market gold has held up better than the PM stocks and silver so we'll start there to see if we can find any clues on what's really going on.

Last week I noticed a potential small H&S consolidation pattern that was forming above the July lows. Last Thursday I seen the breakout and Friday looks like a backtest to the neckline as it held support through out the day. If this little H&S consolidation pattern plays out it will give gold a price objective up to the 1187.30 area. So far gold has produced a higher low but not a higher high off of the July bottom. The brown shaded support and resistance zone shows major resistance between 1215 and 1230 or so.

Monday, September 28, 2015

Gold Markets Poised For Rally / Commodities / Gold and Silver 2015

By: Richard_Cox

In 2015, most of the financial media has been focused on stock performance.  Several of the world’s most commonly watch stock benchmarks are holding near record levels, even with the slowing momentum that has been seen in most industry sectors -- so this is not entirely surprising.  But when we look at recent activity in gold markets, it starts to look as though commodities deserve a second look.

Saturday, September 26, 2015

Coffee Price Surges / Commodities / Coffee

By: Austin_Galt

Previous analysis outlined that while price was in a potential bottoming zone, without any signs of price turning back up then further downside must be favoured. That changed today in a big way. Let's see exactly what that is beginning with the daily chart.

Saturday, September 26, 2015

The Most Interesting Story In Gold / Commodities / Gold and Silver Stocks 2015

By: John_Rubino

Or: Gold Miners’ Doom Is Streaming Companies’ Boom.

The gold and silver miners are in crisis, as metal prices hover around break-even for many and capital dries up for most. Dozens of companies are one or two quarters away from running out of cash and closing down, and their executives are ready to deal.

Saturday, September 26, 2015

The Two Real Reasons Crude Oil Prices Are Currently Slipping / Commodities / Crude Oil

By: ...

Dr. Kent Moors writes: The Energy Information Administration just released its latest report on oil. And although I’m no conspiracy theorist, what’s going on in oil pricing has all the earmarks of a setup.

Each week, the report tells us what the crude oil and oil product markets looked like as of the previous Friday. It is usually the yardstick by which analysts appraise everything from oil supply through refinery utilization to the markets for processed products such as gasoline, diesel fuel, and low sulfur content heating oil.