Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, July 20, 2015
Let's Talk About Gold / Commodities / Gold and Silver 2015
By: Gary_Tanashian
For what seems like forever we have been mechanical in managing the precious metals because they have been bearish; period. This has been based on short and long-term technical indications and incomplete macro fundamentals. Gary the robot has had no difficulty whatsoever holding this stance despite Gary the human's unwavering view that the value of gold is in its insurance and long-term retained value qualities.
Monday, July 20, 2015
China’s Total Gold Holdings Much Higher – Owns Gold In SAFE and CIC / Commodities / Gold and Silver 2015
By: GoldCore
- China revises up its stated gold reserves in bid for IMF membership and reserve currency status
– China announces a 604 tonne increase in gold reserves
– First public disclosure re reserves in since 2009
- China officially owns around 1,660 tonnes of gold reserves – true total figure is likely much larger
- Playing long game – protecting USD reserves and positioning RMB as global reserve currency
- China true gold holdings much higher as also owns gold in SAFE and CIC
Monday, July 20, 2015
Are the Production or Consumption Drivers of the Gold Price? / Commodities / Gold and Silver 2015
By: Arkadiusz_Sieron
There are many opinions about what factors drive the price of gold. Among the candidates you will find: inflation rates, U.S. dollar exchange rate, real interest rate, geopolitics, oil prices, market volatility and crises, mine production, jewelry demand, speculation, technological demand, central banks’ actions, manipulation, and investment demand. We will deal with them in this and the following editions of the gold Market Overview. We will begin by rejecting production and consumption. It does mean that they do not affect the gold price; however we are interested in factors which drive the gold price. Read full article... Read full article...
Monday, July 20, 2015
Gold and Silver Flash Crash - Thousands of Futures Contracts Dumped at Market Open / Commodities / Gold and Silver 2015
By: Jesse
This was a little enthusiastic even by current standards, or lack thereof.
About seven thousand gold futures contracts, representing about 21.8 tonnes of paper gold, were dumped at market in one minute driving the price down to $1,080.
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Sunday, July 19, 2015
Retail Silver Premiums - The Candle Blowing in the Wind / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
Despite the continued technical, paper induced bias to the downside, recent news that the US Mint has stopped silver eagle production is once again is being singled as the likely cause for the premium surges now being observed across all physical silver retail products.
Is this true physical demand bleeding through the paper charade?
The bullion retail trade is a thin margin business to begin with.
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Saturday, July 18, 2015
Gold And Silver – Without Either, You Will Be Greeced / Commodities / Gold and Silver 2015
By: Michael_Noonan
Step back for a moment and absorb what just transpired in the ongoing Greek tragedy that refuses to go away. Greece, with no possibility of ever repaying its fictitious debts to the EU, and the EU, in all of its greed and avarice, for no wisdom is to be found within that body of elite-pushing bureaucrats, it determined that the best and ONLY solution for debt-laden Greece was to LOAN MORE “MONEY.”
Need anything more be said about what is going on in European politics?
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Saturday, July 18, 2015
Gold and Silver Record Shorting / Commodities / Gold and Silver 2015
By: Zeal_LLC
The miserable summer for precious metals grinds on, with both gold and silver limping along near major lows. Such dismal price action has exacerbated the extreme bearishness long plaguing this sector, sparking even more capitulation. But this incredible weakness will be short-lived, as it was driven by American futures speculators’ record short selling. That will soon reverse into guaranteed, proportional buying.
In all markets including precious metals, price is rightfully considered the most-important fundamental signal. Prevailing price levels are set by free-market buying and selling until supply and demand meet. And gold and silver prices are exceptionally weak, with these despised precious metals slumping down to challenge major new 5.2-year and 5.4-year lows this week. So their fundamentals must be bearish, right?
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Friday, July 17, 2015
Gold and Silver Extremes Become More Extreme Weekly / Commodities / Gold and Silver 2015
By: Alasdair_Macleod
Gold and silver continued to drift lower over the course of the week, with gold trading at $1,145 and silver at $15.02 in early European trade this morning. This is close to the lowest prices we have seen since 2010. At the same time equities have rallied strongly and the S&P 500 Index is within a whisker of its all-time high.
Friday, July 17, 2015
Global Precious Metal Roundtable - Greece, China, Manipulation, Interest Rates and Outlook / Commodities / Gold and Silver 2015
By: GoldCore
- Recent events in Greece have undermined trust in the EU
- Sentiment towards gold cannot get much worse
- Increase in interest and demand for gold recently
- Elephant in room is manipulated gold and silver market
- Will sharp slowdown in China see fall or rise in gold demand?
- Gold served its function as safe haven in recent months
- History shows that gold prices rise with interest rates
- Gold has performed well in most currencies this year
Friday, July 17, 2015
Where is Support for Precious Metals Markets? / Commodities / Gold and Silver 2015
By: Jordan_Roy_Byrne
The gold miners have broken below their 2008 to 2014 support while Silver is essentially trading at a six year low. Gold looks set to make a new monthly low and weekly low but has yet to break its daily low at $1140/oz. Barring a sudden short squeeze Gold could be hours or days away from cracking in the way Silver and the miners have in recent weeks. The trend for the sector is obviously down and sentiment is following. However, the more important issue for long term bulls is where is the strong support for these markets.
Friday, July 17, 2015
Retail Silver Premiums - The Candle Blowing in the Wind / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
Despite the continued technical, paper induced bias to the downside, recent news that the US Mint has stopped silver eagle production is once again is being singled as the likely cause for the premium surges now being observed across all physical silver retail products.
Is this true physical demand bleeding through the paper charade?
Read full article... Read full article...
Friday, July 17, 2015
Greek Vote: The Three Energy Aftershocks You Need to Know Now / Commodities / Energy Resources
By: ...
MoneyMorning.com Dr. Kent Moors writes: In the small hours of the morning, Athens time, the Greek parliament passed a tough set of reforms as the price for another European bailout. The aftershocks of this will be felt throughout the energy sector.
However, even this tough pill is not likely to be enough. The International Monetary Fund (IMF) reported on Monday that Greece may not pull through without an absolute reduction in the debt owed. Germany has already bristled over the prospect of a creditor “haircut” and the prospects of another round of negotiations has everybody fit to be tied on both sides of the conversation.
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Thursday, July 16, 2015
Gold and Hit Again - Pervasive Nonsense / Commodities / Gold and Silver 2015
By: Jesse
Gold and silver we hit again today, but silver managed to hang on to its 15 handle, and gold bounced back to 1050.
I suspect that this was the usual sort of antics we see whenever some Fed head appears before the Congress for some 'confidence building.'
Gold and silver are now both short term oversold, and at some key support areas.
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Thursday, July 16, 2015
Credit Deflation and Gold / Commodities / Gold and Silver 2015
By: Alasdair_Macleod
There is a common view in financial markets that credit deflation is bad for gold prices, because gold nowadays is regarded as an asset to be sold in the scramble for cash when people are forced to pay down their debts. When asked by Congressman Ron Paul his opinion on gold four years ago, Ben Bernanke replied it was not money, just another asset, appearing to confirm this view.
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Thursday, July 16, 2015
The Multi-Trillion Dollar Oil Market Swindle / Commodities / Crude Oil
By: OilPrice_Com
In the past, I documented the overstatements by both the IEA and EIA in 2014 & 2015 in terms of supply, inventory and understatements of demand. Others also noticed these distortions and, whether intentional or not, they exist and they are very large in dollar terms. These distortions, which are affecting price through media hype and/or direct/indirect price manipulation, are quite possibly the largest in financial history. Read full article... Read full article...
Wednesday, July 15, 2015
‘Black Swan’ Taleb Warns Financial Market Calm Before The Storm / Commodities / Gold and Silver 2015
By: GoldCore
- Is the apparent calm of the West a signal of latent instability?
- Increasing symptoms of instability in West as proposed by Nassim Taleb
- Wider public and mainstream press believe “experts” have everything under control
- Black Swan approaches and we may be experiencing “the calm before the storm”
Wednesday, July 15, 2015
Here’s the Next Big Source of Energy Profits / Commodities / Energy Resources
By: ...
MoneyMorning.com Dr. Kent Moors writes: Not long ago, the idea of disconnecting from the electrical grid and opting to live a “self-powered” life was limited to either “survivalists” or the realm of science fiction.
That’s beginning to change.
Back in 1973, the English economist E. F. Schumacher published Small Is Beautiful. The idea of the best-seller was to treat economics “as if people mattered.” The best way to do that, Schumacher posited, was by bringing the main elements of people’s lives closer to where they lived (remember, this was at the peak of the 1973 oil crisis). Basic human needs and well-being should be prized above materialism and the “bigger is better” mentality.
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Wednesday, July 15, 2015
How to Obtain Silver Coins and Rounds in Short Supply / Commodities / Gold and Silver 2015
By: MoneyMetals
There are two kinds of constraints when it comes to supply in the physical markets, and anyone building a position in physical metal needs to know the difference.
The first type is temporary. The other signals a sea-change, the rush for physical metal going mainstream. When it happens, it’ll be “go time” in the physical markets. The time get your hands on products widely available at low premiums will be over.
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Wednesday, July 15, 2015
OPEC, Get Ready For The Second U.S. Oil Boom / Commodities / Crude Oil
By: OilPrice_Com
What OPEC countries fear most is a follow-up technological revolution that will lead to a second oil boom in the U.S., and that fear is now being realized. A technological revolution spurred the U.S. oil boom that resulted in the greatest increase in domestic oil production in a century, and while that has stuttered in the face of a major oil price slump and an OPEC campaign to maintain a grip on market share, the American response could be another technological revolution that demonstrates that the first one was merely an impressive embryonic experiment.
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Tuesday, July 14, 2015
Silver Pretty, Silver Ugly / Commodities / Gold and Silver 2015
By: DeviantInvestor
The big picture in simple terms:
- US national debt is huge, ugly, unpayable, and accelerating higher.
- Silver Eagles are pretty and are priced low.
- Silver prices will increase erratically, driven higher by a devalued dollar, along with increasing debt.
- Silver is currently at the low end of the silver to national debt ratio.
- Silver is currently at an 81 month cycle low.