Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, July 30, 2015

Threat Of Cyber Warfare the “Other Reason To Own Physical Gold” Warns Rickards / Commodities / Gold and Silver 2015

By: GoldCore

- “Physical gold is a non-digital asset. You can’t attack it with cyberwarfare” – Rickards
- Greek crisis was necessary step towards fiscal unity in Europe
- “Euro creators want to force common fiscal control – Eurobonds”
- Currency wars between U.S. and China may resume next year
- Rickards emphasises importance of holding physical gold
- Eschews “paper gold” in the form of ETFs, futures or unallocated storage
- Gold insurance against “catastrophic event” … “on the horizon”

Wednesday, July 29, 2015

More Ritholtz on Gold, and Another Response / Commodities / Gold and Silver 2015

By: Gary_Tanashian

Anyone who has been bearish on gold for the last 4 years has been right.  They have been right in Euros and though the trend appears to have been gently changing over the last year or two, they have been right in Canada & Aussie (i.e. commodity currencies) dollars as well.  Certainly, they have been right that gold as measured in most global stock markets has been (and remains) bearish.

Wednesday, July 29, 2015

Crude Oil Price Is Lower – and You’re Richer / Commodities / Crude Oil

By: ...

MoneyMorning.com Shah Gilani writes: On July 16, I gave you the real story on why oil prices are falling – and a trade to make you some easy money.

Since then, West Texas Intermediate (WTI), the U.S. crude oil benchmark, is down 5%. As of midday yesterday, the October $15 puts on the United States Oil Fund LP ETF (NYSE ARCA: USO) that I recommended buying when they were trading at 50 cents each were up 40%, and trading at 70 cents each.

Wednesday, July 29, 2015

Has China Manipulated The Gold Market? / Commodities / Gold and Silver 2015

By: Arkadiusz_Sieron

The financial press and blogosphere are still exploring the topic of Chinese reserves. Recently, some voices have arisen that China supported the recent plunge of the gold price in order to boost its reserves. Are these opinions justified?

The disappointment increase in China's reserves led to a heated debate. On Friday, two articles were published (here and here), which suggest that China manipulated the gold market by under-reporting its official reserves to lower the gold price and increase its reserves.

Wednesday, July 29, 2015

Why the Energy Sector’s Perfect Storm Is About to Blow Over / Commodities / Energy Resources

By: ...

MoneyMorning.com Dr. Kent Moors wrotes: There is a “perfect storm” brewing in the energy sector.

And as storms go, this one has certainly attracted attention. The ongoing concern over supply gluts both in the U.S. and abroad has combined with a Chinese stock collapse to drive down the price of oil.

Wednesday, July 29, 2015

Is the Gold Price Manipulated? / Commodities / Gold and Silver 2015

By: Clif_Droke

One of the most commonly held beliefs among gold investors is that the market for gold is heavily manipulated. It has become an article of faith among gold advocates that the price is subject to direct control by government, central banks and other parties who have a vested interest in depressing the gold price. In this commentary we'll explore this belief and try to arrive at a firm conclusion as to its veracity.

Tuesday, July 28, 2015

Will Crude Oil Price Decline Continue? -Video / Commodities / Crude Oil

By: EWI

Elliott Wave International's Chief Energy Analyst tells you what he sees next for crude

In this new interview, Steve Craig, editor of Elliott Wave International's Energy Pro Service, shows you what extreme readings in some of his market indicators mean for crude from here.

Tuesday, July 28, 2015

Gold & Silver Money Has Devolved Into Debt and Plastic / Commodities / Gold and Silver 2015

By: DeviantInvestor

Central banks will disagree;

Keynesian economists probably disagree;

Too-Big-To-Fail banks don’t care;

But I think the following is generally accurate regarding the devolution of gold and silver money.

Tuesday, July 28, 2015

Buy and "Own Gold Krugerrands" Says Money Expert Jim Grant, Very Bullish on Gold / Commodities / Gold and Silver 2015

By: GoldCore

- “I own Krugerrands” says legendary Jim Grant
- He is “very bullish indeed” on gold
- Gold is “investment in financial and monetary disorder” – says Grant
-  It thrives in current environment – “uncertainty, turbulence and disorder”
- “One of the most radical periods of monetary experimentation in the annals of money”
- “Gold…is now the conjunction of price, value and sentiment”
- Reminds owners of gold that the original reasons for buying gold have not gone away

Tuesday, July 28, 2015

Saudis Expand Crude Oil Price War Downstream / Commodities / Crude Oil

By: OilPrice_Com

The undisputed king of oil and gas is making some moves that could change the face of the global refining sector.

In June 2015, Saudi Arabia pumped a record 10.564 million barrels a day, a record level. As if being the world's biggest exporter of oil was not enough, the desert kingdom is now looking to conquer the refining sector as it has quickly become the fourth largest refiner in the world.

Tuesday, July 28, 2015

Geopolitics Hot Summer of 2015 is Getting a Lot Hotter / Commodities / GeoPolitics

By: Atlantic_Perspective

Bill Gates says there was never a better time to be alive. Has he ever been to Syria, Iraq, Turkey, Nigeria, Ethiopia, Somalia, Burundi, Tunisia, Libya, Egypt, Mexico, Venezuela, Ukraine, Greece, Moldova and the whole of Central Asia, just to name a significantly big number of countries and regions?

Bill Gates, just like most people sitting at the top of the human pyramid, looks at the world from the perspective of indicators, totally disconnected from the real world.

Tuesday, July 28, 2015

Inflation Deniers Emboldened by Gold's Struggles / Commodities / Gold and Silver 2015

By: MoneyMetals

The vultures are circling. Precious metals bulls, laid flat by gold and silver prices dropping for the 5th week in a row, are watching deflationists such as Harry Dent and the financial media squawk about the imminent demise of precious metals.

We covered the superficial and condescending coverage of the metals markets in the financial press last week. Since then, the financial press has stepped it up even more.

Tuesday, July 28, 2015

Gold Mining Stocks to Weather the Storm / Commodities / Gold and Silver 2015

By: The_Gold_Report

With ongoing volatility expected in the gold space, mostly owing to global economic weakness, investors should focus on quality gold names with three key attributes to weather the current metal price environment, explains Joseph Fazzini, vice president and senior analyst with Toronto-based Dundee Capital Markets. Fazzini says those attributes are low-cost, long-life assets; defensive balance sheets; and responsible management teams. In this interview with The Gold Report, Fazzini lists six Buy-rated names with those key attributes and more.

The Gold Report: Many of the people we interview have a theory about why gold is performing poorly this summer despite so much global uncertainty, especially in China and Greece. What's your theory?

Tuesday, July 28, 2015

The Iran Nuclear Deal is Mostly about Oil / Commodities / Crude Oil

By: John_Browne

The recent nuclear non-proliferation agreement between Iran and the U.S. has created a firestorm debate in the Middle East and both sides of the Atlantic. While the deal is supposedly all about nuclear power and nuclear bombs, its practical implications are all about oil. But the conclusions we should make about its impact on the energy sector are far from clear. A ratification of the deal would allow Iran to make lucrative long term production and distribution contracts with foreign energy firms. However, freely flowing oil from Iran would add significant new oil supply into the world markets, disrupt U.S. plans to become an energy exporter, and could potentially put further downward pressure on prices.

Monday, July 27, 2015

Crude Oil Price Under $48! / Commodities / Crude Oil

By: Nadia_Simmons

Trading position (short-term; our opinion): Short positions with a stop-loss order at $65.23 are justified from the risk/reward perspective.

On Friday, crude oil extended losses after bearish Baker Hughes report. As a result, light crude lost 1.82% and hit a fresh multi-month low. Where will the commodity head next in the coming days?

Monday, July 27, 2015

How to Know When the Gold Bear Market is Over / Commodities / Gold and Silver 2015

By: ...

MoneyMorning.com D.R. Barton, Jr writes: Gold’s hard-and-fast tumble below $1,100 an ounce last week means some investors may be tuning out the yellow metal or suffering from gold “burnout.”

But ignoring it is a huge mistake. It has been and always will be one of the best stores of value, and it's a crucial hedge against economic upheaval. It's a must-have holding.

Monday, July 27, 2015

Gold Bear Market Phase III / Commodities / Gold and Silver 2015

By: Submissions

Plunger writes: Over 2 years ago I presented my first analysis of this precious metals bear market. After extensive study of the characteristics of past bear markets, I forecast a brutal bear market that would undergo three psychological stages. The third stage would be a wrenching decline that would ultimately reach levels so shocking that it would cause the destruction of the gold investment class. My analysis, which was dubbed Plunger's Flush, was met not just with skepticism but outright derision. I believe I know how Galileo felt.

Monday, July 27, 2015

Silver Bull Hammer Buy Signal / Commodities / Gold and Silver 2015

By: Clive_Maund

During gold's takedown over a week ago, silver rather surprisingly escaped relatively unscathed, a resilience that we can put down to this market already being very depressed, with its COTs showing little speculative interest even before the latest drop.

On its 6-month chart we can see that, like gold, silver put in a fine bull hammer on Friday on good volume, and this, along with evidence elsewhere across the sector, suggests that a short-term rally is in the offing, even if the outlook remains bleak over the longer-term. Silver is a trading buy here with a stop beneath Friday's intraday low.

Monday, July 27, 2015

Gold Cracks Support and Plunges to New Lows - How Low Will Price Go? / Commodities / Gold and Silver 2015

By: Clive_Maund

Gold cracked support and plunged to new lows since the last update, which came as no surprise to us. So what now? We are seeing signs that a recovery rally is about to begin, but it probably won't get all that far before a new downleg gets underway that sees gold make new lows again.

It's not just gold prices that are suffering - the entire commodity complex is in ragged retreat, with steep falls also in copper and oil. Why is this? The reason is that the gathering forces of deflation are starting to wreak havoc, and they are not going to be stopped by more QE - even if they print another $10 trillion to throw at the problem. The reason is that the debt mountain dwarfs whatever QE can be generated, and the deflation will continue until this debt is purged. Governments are like greedy short-sighted children - they are not interested in doing what is right and behaving with restraint and propriety, if they were they would have taken control of the debt crisis long ago.

Sunday, July 26, 2015

Commodity Markets Breakdown Of 2015 Is Now A Fact / Commodities / Gold and Silver 2015

By: GoldSilverWorlds

We wrote on July 5th that markets are increasingly looking scary. Now, only 3 weeks later, the situation seems to be escalating.

Let’s get it straight: this is a serious deflationary bust in the making. The most worrisome fact is Dr. Copper’s technical breakdown, as seen on the first chart.