Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, September 25, 2015
Gold / Stocks Ratios are Starting to Breakout / Commodities / Gold and Silver Stocks 2015
By: Jordan_Roy_Byrne
The vicious and ever enduring bear market in precious metals has coincided, amid a strong negative correlation, with a bull market in equities. The negative correlation is nothing new as it occurred and persisted from 1973 through 1978 and also from 1996 through 2002. We've said Gold could not begin a new bull market until the correlation flips in favor of Gold. For the first time in three years various Gold/equities ratios are trading above the 80-week moving averages. This is an important development as it indicates the bear market in precious metals is very close its end.
Thursday, September 24, 2015
Coffee Prices Are on the Verge of Soaring... / Commodities / Coffee
By: DailyWealth
Brett Eversole writes: Today, investors hate commodities... and coffee is no exception.
The last time we saw a setup like this, coffee prices rocketed nearly 72% higher in just four months. And over the past decade, these opportunities would have led to 25% average gains in just more than four months.
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Wednesday, September 23, 2015
Fed, Central Banks Trapped – Gold Bullion Will Protect / Commodities / Gold and Silver 2015
By: GoldCore
By David Bryan
The future direction of the planet is between the central bank’s counter-party paper Ponzi currency or the independence of real money.
Foresighted central banker John Exter is famous for his classification of risk assets. Using Exter’s Golden Pyramid the riskiest assets are those at the bottom of the pyramid and situated at the top of the apex is gold bullion – independent from the counter-party risk of central bank’s paper and electronic currency.
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Wednesday, September 23, 2015
New Wave of Lithium and Graphite Winners in Wake of Tesla Deal / Commodities / Graphene
By: The_Energy_Report
Don't buy things that are trending on Twitter or the front page of USA Today, warns Gold Stock Trades publisher Jeb Handwerger. Buy them when they are unloved and on the back page. In this interview with The Energy Report, he singles out the unloved companies that could become media darlings in the coming boom in energy metals, uranium and—eventually—oil sectors. And he stresses the importance of the single most important commodity in the investing space ever—time.
Wednesday, September 23, 2015
Gold Price No Bottom Yet / Commodities / Gold and Silver 2015
By: Ed_Carlson
I'll begin this week's commentary with a follow up on last week's Hybrid Lindsay forecast for a high in equities. Last week's commentary gave the details of the forecast for a high in the Dow on September 11 or very early last week. Equities pushed that forecast to the limit with last week's closing high on Wednesday followed by a decline of over 350 points. Short bounces notwithstanding, it seems reasonable to assume Wednesday was the high I was looking for.
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Wednesday, September 23, 2015
Gold Prices Are Set To Jump or Maybe Not / Commodities / Gold and Silver 2015
By: Sol_Palha
Hasten slowly and ye shall soon arrive. ~ Milarepa
We were very bullish on gold starting from 2002 and our bullishness continued until the beginning of 2011. In 2011, we started to voice concern as the Gold camp was chanting "Kumbaya my love", and almost every Tom, Dick and Harry in the Gold market were all busy issuing higher targets. Towards the middle of 2011, there were many signs that all was not well. Key technical indicators were issuing negative divergence signals, the dollar was generating strong signals that a bottom was close at hand, and as we already stated the Gold camp was simply too ecstatic for our liking. We advised our clients to close the bulk of their bullion positions and to embrace the dollar as it was getting ready to break out; the rest as they say is history.
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Tuesday, September 22, 2015
Gold: The End and The Beginning / Commodities / Gold and Silver 2015
By: DeviantInvestor
Gold prices peaked in January 1996 and then fell for 3.5 years into a multi-decade low. It was the age of stocks, debt, leverage, and good times; nobody needed or wanted gold.
Since the gold price peak in 2011 the Federal Reserve has “generously” supplied the world with trillions of dollars of newly created digital and paper debt, all backed by nothing but faith and credit. Bonds have rallied and the S&P is higher by 50% or so. The Japanese Central Bank has similarly produced trillions of yen, bought stocks and bonds, and extended their recession several more years.
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Tuesday, September 22, 2015
The Massive Debt Bubble Will Push Silver Prices Much Higher / Commodities / Gold and Silver 2015
By: Hubert_Moolman
Silver had a spectacular rise in price from about August 2010 to April 2011. In fact, it was so impressive that some thought the peak was the end of the bull market for silver. After all, silver had risen about 12.33 times from its bottom in 2001.
However, from the fact that the April 2011 did not surpass the all-time high of 1980, it should have been evident that this was no end of a bull market. Real bull markets form peaks much higher than any previous highs.
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Tuesday, September 22, 2015
Keynes Would Be "Buying Gold Hand Over Fist" Today / Commodities / Gold and Silver 2015
By: GoldCore
- What Keynes would think of today’s “Neo-Keynesians”
- Unlike his acolytes, he understood the value of gold and the dangers of currency debasement
- Keynes did not desire “a world where currencies are backed by nothing more than a governmental promise to pay while the printing presses whirled unchecked”
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Tuesday, September 22, 2015
Conspiracy Facts Show Precious Metals Prices Have to Rise / Commodities / Gold and Silver 2015
By: The_Gold_Report
Even in a frozen metals price market, it only takes one event to shake off the paper manipulation keeping prices below what supply and demand fundamentals of a free market would dictate. And when that correction comes, it could happen quickly. In this interview with The Gold Report, The Morgan Report Publisher David Morgan shares his favorite ways to own leverage to metals prices upside while protecting against junior mining risk.
Monday, September 21, 2015
Russians Buy 1 Million Ounces of Gold Bars In August / Commodities / Gold and Silver 2015
By: GoldCore
Russia’s gold reserves rose to 42.4 million troy ounces as of September 1 compared with 41.4 million troy ounces a month earlier, the Russian central bank announced on Friday.
Monday, September 21, 2015
What the Fed's Interest Rate "Hold" Means for Crude Oil Prices / Commodities / Crude Oil
By: ...
MoneyMorning.com Dr. Kent Moors writes: The nine years of historically low interest rates will continue in the wake of Fed Chairwoman Janet Yellen's decision to not hike rates – to not yet remove the proverbial punchbowl from the easy-money party.
It was a classic "50-50" proposition; it didn't seem likely the Fed would move to roil global markets, but given the perceived strength of the labor market, a hike wasn't out of the question.
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Monday, September 21, 2015
Silver Price Illusion Versus Reality - A Little Help Keeping Your Head About You / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
Hey, stay right there. I'm really happy to be here. If you know me or if you're brand new to this, I'm excited because number 1, I get to talk about what silver prices look like in the current reality versus the inevitable reality. Also this is the first time that I've been able to present in this format, so I look forward to seeing how it goes. If you don’t know me… Read full article... Read full article...
Monday, September 21, 2015
Gold Price Rally: The Bottom is In? / Commodities / Gold and Silver 2015
By: Dan_Norcini
As mentioned in an earlier post this morning, the TRIPLE THREE safe havens, the Yen, Bonds and Gold, are all getting a boost in today's session with the Bonds being the stand out performer as can be expected.
Gold, while moving higher, is also being weighed down by falling commodity prices with weakness in this sector a reason why many traders are selling into its rally.
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Monday, September 21, 2015
Gold Sentiment / Commodities / Gold and Silver 2015
By: Gary_Savage
Before the intermediate cycle can top gold needs to rally far enough to stop all the calls for $1000 & $800 gold. There are still way too many traders expecting lower prices. The job of an intermediate rally is to clear that sentiment. As long as we keep seeing multiple comments about this being a bull trap (it may be) and traders should short the bounce then the bounce will continue. That’s what counter trend rallies do. They rally far enough to knock all of the shorts out of the market. Once that is complete then the next leg down can start.
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Sunday, September 20, 2015
Copper Bear Market Rally Underway / Commodities / Copper
By: Austin_Galt
Copper has rallied recently and I believe this to be the start of a significant bear rally. Let's analyse the technicals of the daily, weekly and monthly charts.
Saturday, September 19, 2015
Gold And Silver - Ufa. Why It Matters But Does Not / Commodities / Gold and Silver 2015
By: Michael_Noonan
To almost all Americans mentioning Ufa will bring a blank response. What is Ufa? None would ask, "Where is it?" for there has been no mention of it anywhere in the mainstream media. Does Ufa matter? Yes, but in this country it does not.
Here is a primer on understanding many acronyms the average American has no clue even of their existence. First of all, Ufa is not an acronym, it is the capital and administrative center of Bashkortostan Republic, Russia. It is one of the largest Russian cities with a population over one million people. It was founded in 1574. Now you know more than 99.9% of the average American, with just two sentences.
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Saturday, September 19, 2015
This Is What Needs To Happen For Crude Oil Prices To Stabilize / Commodities / Crude Oil
By: OilPrice_Com
On September 10th the EIA reported a production decline in the Lower 48 -- essentially shale production -- of 208,000 BOPD. That is a staggeringly enormous number, approximately 10 percent of the estimated global over-supply. Additionally, it was a week-over-week number which makes it all the more impressive. Yet it received little attention through the week. Rather, Goldman Sachs was grabbing all the headlines with its $20 call on oil.
Saturday, September 19, 2015
Gold and Gold Stocks Bull Trap or Bottom in? / Commodities / Gold and Silver Stocks 2015
By: Jordan_Roy_Byrne
As we know, Gold and gold mining stocks have been trapped in a bear market that has been severe in both price and duration. It is seemingly a "forever" bear market as rebounds and recoveries have been followed by lower prices and more devastation. The Fed-induced strength of this week is giving bulls some hope. For the bulls, this strength needs to be duplicated in the weeks ahead or it would be another false alarm. While a new bull market is inevitable, we do not see it as imminent.
Friday, September 18, 2015
Commodities, CRB,WTIC,Copper - After The Long Dark Night, The Sun Starts to Rise... / Commodities / Commodities Trading
By: Clive_Maund
Commodities and Emerging Markets have been crushed over the past 15 months by the dollar's strong rally. It therefore follows that if the dollar starts down again, they are going to rally, and this will happen regardless of the state of economies. The dollar should start down again if the Fed fails to raise interest rates tomorrow, and maybe even if they do, as the ensuing chain of interest rate rises cannot extend far because of the magnitude of debt.