Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Sunday, June 21, 2015
GOLD: Will Summer 2015 Rally Mark A Cyclical Turning Point? / Commodities / Gold and Silver 2015
By: GoldSilverWorlds
It was another volatile week in the markets. The interest rate decision by the U.S. Fed on Wednesday was a non-event with no change in the Fed’s monetary policy. The market reacted with a spike in stocks, bonds, and precious metals, while the U.S. dollar took a dive. Also, the unfolding drama in Greece spooked markets and metals; stock markets are nervous while metals mostly get bids each time the Greek crisis flares up.
We focus on gold’s seasonality in this column and what it could mean for gold’s secular trend.
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Saturday, June 20, 2015
How Much Energy Does The Super Bowl Use? / Commodities / Electricity
By: OilPrice_Com
In the pantheon of American culture, no event is more iconic and distinctly American than the Super Bowl. Like all things American, the Super Bowl is huge, expensive, and a source of incredible passion for fans. Just running a 30-second commercial to the more than 100 million people that watch the game costs nearly $5 million.So how much electricity and energy go into putting on the Super Bowl?
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Saturday, June 20, 2015
Where is the Crude Oil Price Heading Next / Commodities / Crude Oil
By: Investment_U
Bob Creed writes: Last month, OPEC held its 167th meeting in Vienna, Austria. The two main takeaways?
- One: The oil cartel will maintain production at 30 million barrels per day (bpd), with unofficial numbers above that.
- Two: Saudi Arabia’s price war against U.S. shale producers will continue.
Saturday, June 20, 2015
Gold And Silver – Elite’s Puppet Obama – Western World’s Worst Enemy For Freedom / Commodities / Gold and Silver 2015
By: Michael_Noonan
Obama is fast-tracking the Western world’s freedom out of existence. If ever anyone questioned who this person works for, and it would be the elite’s world bankers, here is solid proof of where Obama’s loyalties lie, and when one thinks of the word “lie,” his name immediately comes to mind.
The first question to ask is cui bono? [to whose benefit?]. Listening to Obama, “There will be 100,000 jobs created by the TPP [Trans Pacific Partnership, which just happens to exclude two of the world’s largest economies, China and Russia]. Bear in mind, Obama is not just focused on TPP. Also on his agenda to serve the elite’s interests – for sure not yours, as you will soon learn – are TTIP [Transatlantic Trade Investment Partnership], and TISA [Trade in Services Agreement], the latter two are proposed treaties between the US and the EU, both de facto corporate governments in the service solely for the elite’s NWO agenda [New World Order].
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Friday, June 19, 2015
Gold and Silver All Eyes on The Half-Year / Commodities / Gold and Silver 2015
By: Alasdair_Macleod
Window-dressing or the management of prices for a favourable mark-to-market valuation at year-ends, half-years and quarters has long been a distorting feature in financial markets. And, with bank capital adequacy ratios at stake, not to mention traders' bonuses, it has been an increasing feature. With the onset of June 30th it seems reasonable to expect this factor to be a reason why gold and silver prices have generally failed to reflect escalating systemic risk in the face of Greece's insolvency and a developing bear market in bonds. Indeed, losses from bonds are bound to encourage window-dressing of banks' short positions as an off-set, and they are generally short of gold and silver futures contracts.
Friday, June 19, 2015
Of Silver Shortages and New Cartels / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
Question from a fellow silver highwayman.
“I don’t understand why the major silver producers don’t set their own prices - why let the brokers set the prices. If the producers stop selling forward contracts, this nonsense all stops.”
In other words, set up a cooperative that guarantees a price floor with the agreement that miners never sell production for less. The price is reset instantly. In essence, that’s what the speculators are doing in reverse with paper.
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Thursday, June 18, 2015
The Biggest Myth About Investing in Crude Oil Right Now / Commodities / Oil Companies
By: Investment_U
Matthew Carr writes: I’m not often bearish. It’s not really in my nature. And it certainly doesn’t fit in my philosophies of “don’t panic” and “you can always find opportunities (regardless of which way the broad market is moving).”
There are ways to make money in any situation.
That said, in April 2013 I did give a warning about the energy sector. My exact words:
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Thursday, June 18, 2015
Russia “Bought Gold” For “Diversification” - Central Bank Governor / Commodities / Gold and Silver 2015
By: GoldCore
- Russia “bought gold” for “diversification” – Russian Central Governor Nabiullina
- Russian central bank prefers gold bullion to euros or dollars
- Russia points out that other countries have a “bigger share of gold in their reserves”
- “Can’t imagine a situation where bitcoins would be considered a reserve currency”
- On bitcoin – sees “mobility”, “expediency” and “low cost” but may regulate
Wednesday, June 17, 2015
Gold Price Ratio Signals / Commodities / Gold and Silver 2015
By: Gary_Tanashian
A brief snapshot of counter-cyclical gold’s macro signals vs. other metals (and broad commodities) that are more positively correlated to economies, using weekly charts…
Each week NFTRH updates many charts of nominal US and global stock markets, commodities, precious metals and currencies over multiple time frames. But we also cover economic data and indicators, with the first macro chart below (Palladium vs. Gold) still barely holding its economic ‘UP’ signal from January, 2013. At that time a coming economic up phase did not seem likely, but PALL-Gold and fundamental information gleaned from a personal source in the Semiconductor Equipment sector gave us a good risk vs. reward on that stance.
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Wednesday, June 17, 2015
Gold Coins "Not Available" in Europe? - Untrue / Commodities / Gold and Silver 2015
By: GoldCore
- Armstrong and blogosphere on shortage of gold coins in Europe
- No shortage of gold whatsoever at retail level in Europe
- Gold demand in most of Europe quite mixed despite significant risks
- Germany, Switzerland, Greece seeing strong demand but no shortages
- Alarmist warning that governments to make gold “illegal”
- Poor data and research or disinformation?
Wednesday, June 17, 2015
Gold and Silver Price Forecast for the Second Half of 2015 / Commodities / Gold and Silver 2015
By: ...
MoneyMorning.com Peter Krauth writes: Investors considering gold or silver as an investment or hedge need a good handle on the factors driving their prices.
That's where supply, demand, trend, and sentiment data come in.
With global economic and market factors painting no clear picture about the near-term prospects for many investments, many of you might be considering whether it makes sense to add gold or silver to your portfolios.
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Wednesday, June 17, 2015
The Dark Side Of The Shale Oil Bust / Commodities / Shale Oil and Gas
By: OilPrice_Com
The fallout of the collapse in oil prices has a lot of side effects apart from the decline of rig counts and oil flows.Oil production in North Dakota has exploded over the last five years, from negligible levels before 2010 to well over a million barrels per day, making North Dakota the second largest oil producing state in the country.
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Tuesday, June 16, 2015
Gold Versus The Status Quo / Commodities / Gold and Silver 2015
By: DeviantInvestor
Gold has been a store of value for 1000s of years. You can’t purchase gasoline with gold but it has no counter-party risk and is valued world-wide.
In contrast, paper and digital dollars, euros, pounds and yen are debt based fiat currencies backed only by the faith and credit of the governments and central banks which issued them. Devaluation and higher consumer prices are all but guaranteed.
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Tuesday, June 16, 2015
Gold: Surviving The Last Few Months Of The Bear Market Part III / Commodities / Gold and Silver 2015
By: Toby_Connor
So I’m starting to see lots of chatter about traders preparing to back up the truck when gold reaches $1000. First off, if you believe like I do, that this was a mostly manufactured bear market by the bullion banks in order to stretch price as low as possible before the next phase of the bull market begins, then there’s no way it’s going to be that easy.
Tuesday, June 16, 2015
New Gold Electronic Payments System Protect From “National Financial Or Currency Crisis” / Commodities / Gold and Silver 2015
By: GoldCore
- Texas creates state gold depository – bringing gold home from New York Fed
- Move to remove gold from Federal Reserve highlights distrust
- Follows repatriation moves by Germany, Netherlands, Austria and others
- Legislation will prevent Federal government from confiscating gold
- Includes provisions that may lead to return to using gold as currency in the U.S.
- New gold electronic payments system protect from “national financial or currency crisis”
- European, UK and Irish governments could learn from prudent monetary move
Tuesday, June 16, 2015
What Is The Stagnant Gold Price Telling Us? / Commodities / Gold and Silver 2015
By: Submissions
Nicholas Kitonyi writes: Crude oil prices have risen by nearly 25% over the last three months, while the price of gold has managed just 2.5% gain during the same period. The two commodities are largely affected by the strength of the US Dollar, and some people might have been deluded to thinking that the drop in the prices of both commodities last year was as a result of a strong dollar.
Tuesday, June 16, 2015
Gold Price Approaching An Endpoint / Commodities / Gold and Silver 2015
By: Bob_Loukas
Apart from two mini-peaks at recent Daily Cycle (DC) tops, Gold's current Investor Cycle has traded in a narrow, horizontal range. The Investor Cycle (IC) began with 10 good trading days back in March, but has since moved sideways. If the bulls were back in control of the gold market, they would driven Gold to make much more significant gains during the early favorable IC periods (first 8 weeks). Despite being in the most favorable (early) part of the Investor Cycle, Gold failed to catch the bid necessary to move it higher, and has now entered the IC's normal period of decline. (Note: A Daily Cycle is measured in trading Days. Investor Cycle measured in weeks. See Glossary of Cycle terms)
Tuesday, June 16, 2015
Gold HUI Lowest Weekly Close Since 2003 / Commodities / Gold and Silver 2015
By: P_Radomski_CFA
Briefly: In our opinion, a speculative short position (full) in gold, silver and mining stocks is justified from the risk/reward point of view.
We have previously commented on the mining stocks' underperformance relative to gold and its bearish implications. Last week, however, we saw something even more profound. The HUI Index broke below the 2014 low in terms of the weekly closing prices and it was the lowest weekly close since 2003. Does this major sign signal the beginning of the final major slide in the precious metals sector?
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Monday, June 15, 2015
Texas Gives Wall Street Bankers the Gold Finger / Commodities / Gold and Silver 2015
By: MoneyMetals
Clint Siegner writes: When Governor Greg Abbott signed House Bill Number 483 in his own hand this past Friday, Texas gave Wall Street a big gold “finger” and will soon bring $1 billion in gold bars back to the Lone Star State.
The University of Texas made headlines in 2010 by adding more than $500 million in gold to their endowment. The decision to plough half a billion dollars into gold was only the first chapter of the story. Perhaps the bigger news was the choice not to simply buy shares in a gold ETF or gold futures contracts. Custodians decided to buy physical bars instead – signaling a distinct lack of faith in paper gold.
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Monday, June 15, 2015
Valuable Clues from the Oil Stocks to Crude Oil Price Ratio / Commodities / Oil Companies
By: Nadia_Simmons
In our essay on oil stocks from June 9, we focused on the connection between the XOI and the general stock market to find out what impact the S&P500 index could have on the oil stock index’s future moves. Back then, we also wrote about the relationship between the oil stocks and crude oil:
(...) The beginning of May brought a new 2015 high of $62.58 in crude oil, but we didn’t see a fresh high in case of oil stocks. In the following weeks, crude oil has been trading in a narrow range and erased less than 38.2% of earlier rally. What happened at the same time with the XOI? The index declined sharply and approached the 61.8% Fibonacci retracement in the recent days, showing its weakness in relation to light crude.
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