Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, July 22, 2015
Gold Price Crash - Trend Forecast 2015, Gold Stocks Buying Opportunity? / Commodities / Gold and Silver 2015
By: Nadeem_Walayat
The gold price bear market has continued in 2015 since its mid January 2015 peak of $1307 that had fooled many gold bugs into assuming that the preceding multi-year bear market was finally over and that 2015 would see a strong price rally to possibly even new all time highs! However, so far 2015 has seen a series of failed rally's rolling over into downtrends to new lows, punctuated by flash crash days such as that which took place on the 19th of July that saw a series of flash crashes that lasted no more than a couple of seconds that took the gold price to well under $1,100, to a new five year low of $1080 before recovering to currently stand just over $1,100.
Wednesday, July 22, 2015
Winning the Hunger Games - How to Choose Successful Agriculture Investments / Commodities / Agricultural Commodities
By: The_Energy_Report
Starting with the premise that people have to eat, The Agletter Editor Tom Wallace has found productive fields in the many subsectors of the ag investment space. Without discounting the risks, he explains to The Energy Report how investors can recognize and hedge those risks. Wallace also names three favorite companies that span the spectrum, from planting the seed to foodstuff.
The Energy Report: Is investing in agriculture like investing in any other commodity, or do investors new to the space need to get familiar with special considerations?
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Tuesday, July 21, 2015
Gold Hammered “Unprecedented Attack” / Commodities / Gold and Silver 2015
By: GoldCore
- Gold market comes under “unprecedented attack” – Telegraph
– “Sharp drop bore similarities to bear raids by Chinese funds” – FT
- Paper contracts for 57 tonnes of gold dumped onto market in two minutes
- Gold still holding up in euros, Canadian dollar and other currencies
- Very negative sentiment towards gold signals close to bottom
- Physical gold still vital financial insurance despite simplistic anti gold narrative
Tuesday, July 21, 2015
Gold and Silver: The Final Capitulation Commences / Commodities / Gold and Silver 2015
By: Bob_Kirtley
The first 10 years of the bull market in gold was in hindsight plain sailing allowing us to generate profits by sticking with the trend. Alas all bull markets come to an end and so it did in 2011 when gold peaked at $1900/oz. Silver, despite having numerous industrial uses also felt the draft and fell dramatically along with the mining sector which lost approximately 70% of its value during a 3 year period of pure carnage.This pattern of falling stock prices interrupted by sudden price hikes has characterized the precious metals sector for the last three years or so. Unfortunately the bounces were rarely of the same magnitude of the preceding falls in prices and so we have witnessed the Gold Bugs Index, the HUI, fall from a high of 630 to a close today of 113, recording a drop of some 80% in the value of these stocks.
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Tuesday, July 21, 2015
Is Gold a Stupid "Pet Rock" or a Bedrock Asset? / Commodities / Gold and Silver 2015
By: MoneyMetals
Greece defaulted at the end of June, and metals investors expected higher prices in July. What we expected isn’t what we got. It isn’t the first or last time markets surprised investors. Do lower spot prices mean precious metals are failing as a safe-haven investment?
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Tuesday, July 21, 2015
Are Gold Investors Finally Capitulating? / Commodities / Gold and Silver 2015
By: John_Rubino
Sprott Asset Management’s Rick Rule is one of the smartest guys in the resource investing world — and one of the most reasonable — which has made his interviews of the past few years a little disconcerting. Along with the obligatory positive thoughts on the long-term value of gold and silver and the resulting bright future for the best precious metals miners, he always points out that the sector hasn’t yet endured a capitulation, where everyone just gives up and sells at any price, tanking prices and setting the stage for the next bull market.
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Monday, July 20, 2015
Gold Price Just a Little Bit More / Commodities / Gold and Silver 2015
By: Bob_Loukas
Back in May, I sent followers of this public blog a Gold Cycle Update, outlining how gold had a 75% chance of failing to rally, resulting in an unexpected downturn. And then 3 weeks later, I sent a follow up article (Approach An Endpoint), where I outlined how gold was heading for a major Investor Cycle failure below $1,136. As was predicted, the Gold sector was hammered this past week, with new lows being achieved in every nook and cranny of the precious metals complex. Silver and platinum crossed that threshold weeks ago, but for the Miners and for Gold itself, Friday's high volume decline pushed them to new, multi-year lows. The Miners are especially concerning. Gold's decline has been tame by normal standards, but the Miners are back at the depths of the 2008 plunge, having completely erased the gains of the last Cyclical bull market.
Monday, July 20, 2015
Gold Investors Opportunity to Potentially Double Their Money / Commodities / Gold and Silver 2015
By: Ned_W_Schmidt
Rarely does childish selling of the Street and massive forced selling in China give Gold investors an opportunity to potentially double their money. That is what it may be happening at this very time in Gold and Silver markets. Now may be time to sell all exposure to the Lofty Lunacy, those internet / technology / growth / biotechnology fantasy stocks, your first born male child, your home, your dog, and whatever to add Gold and Silver to your portfolio. Last time the Street was as bearish on $Gold was 2007 when the price closed out the year at $830. $Gold went on to more than double.
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?
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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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