Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, June 24, 2015
Gold and Silver Price Headed for Breakdown / Commodities / Gold and Silver 2015
By: Jordan_Roy_Byrne
Gold and Silver rebounded following the Fed minutes released last Wednesday. However, one week later both metals are back below pre-Fed levels and moving dangerously close to important support. Silver fell 2% on Tuesday to $15.81/oz, which is only 2.2% above its lowest weekly close of $15.46 which occurred seven months ago. Meanwhile, Gold closed at $1177/oz, which is only $20/oz from its lowest weekly close. In short, precious metals are flashing code red as a breakdown could begin in the next few weeks.
Wednesday, June 24, 2015
Sweet Spot for Gold Stock Investors / Commodities / Gold and Silver Stocks 2015
By: Chris_Vermeulen
There is no question that precious metals along with gold and silver mining stocks are clearly out of favor with investors. Most of these stocks are 50, 70, even 85% since the 2011 top. It has been a painful ride to the bottom for those who invest with the buy, hold and hope strategy.
The good news is that I see light at the end of the tunnel, meaning gold, silver and miners are showing serious signs of bottoming. While the fundamentals have been bullish on metals for years which is a positive, we also know that fundamentals don’t really play into immediate price action of any specific asset when it comes to trying to time a market.
Read full article... Read full article...
Wednesday, June 24, 2015
Three Ways a Greek Debt Settlement Will Affect the Energy Sector / Commodities / Energy Resources
By: ...
MoneyMorning.com 
Dr. Kent Moors writes: There are now rising indications that the Greek government and its creditors are going to avert a full-blown financial meltdown…
And this means there are some positive developments coming for the energy sector.
As I have been noting over the past couple of weeks, whatever emerges at the 11th hour will be at best merely another thumb in the dike. Completing the metaphor: Nobody has any actual plans to repair the leaking levee.
Read full article... Read full article...
Tuesday, June 23, 2015
The Forgotten History (and Potential Future) of Silver as Money / Commodities / Gold and Silver 2015
By: MoneyMetals
Stefan Gleason writes: In contemporary discussions of sound money, silver tends to get short shrift. Even among staunch sound money advocates, the historic role of silver as money is often marginalized or ignored altogether.
People who equate sound money with gold and tout the advantages of returning to a gold standard should also embrace silver as a complementary – and necessary – partner with gold in re-establishing sound money.
Read full article... Read full article...
Tuesday, June 23, 2015
First Strike Capability - Gold or War / Commodities / Gold and Silver 2015
By: DeviantInvestor
We’ll circle back to the first strike later. Let’s frame the problem:
- The War on Cash: Charles Hugh Smith brings clarity to the issue:
“Why are governments suddenly so keen to ban physical cash? The answer appears to be that the banks and government authorities are anticipating bail-ins, steeply negative interest rates and hefty fees on cash, and they want to close any opening regular depositors might have to escape these forms of officially sanctioned theft. The escape from bail-ins and fees on cash deposits is physical cash, and hence the sudden flurry of calls to eliminate cash as a relic of a bygone age—that is, an age when commoners had some way to safeguard their money from bail-ins and bankers’ control.”
Read full article... Read full article...
Tuesday, June 23, 2015
Gold and Silver Forget Greece, Eyes On the Options / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
"Real consumption expenditures have yet to show signs of a significant pickup from a slowdown in winter."
NY Federal Reserve, US Economy In a Snapshot, June 2015
Today was certainly interesting.
Read full article... Read full article...
Monday, June 22, 2015
When Net Worth Becomes Net Survival / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
In a world of full of concessions, and a financial system rife with complexity, it is often too easy to lose sight of basic economic principles. This is especially true when it stops becoming a show that you watch and begins to be a reality you experience.
We’ve all been astounded at one point or another when confronted by the layer upon layer of law and complexity around income tax. Your taxes have nothing to do with the government's need for money.
Read full article... Read full article...
Monday, June 22, 2015
An Inconvenient Truth: The HUI:GOLD Ratio / Commodities / Gold and Silver 2015
By: Rambus_Chartology
There are no words to describe the Carnage that Precious Metals Stocks have suffered for the 12 years. There is no consoling those who have invested in this sector, many who have literally lost their life's savings as they watch this horror unfold in utter disbelief.
The best way to gauge this complete evisceration of Precious Metals Investors is to follow the HUI:GOLD Ratio.
Read full article... Read full article...
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.
Read full article... Read full article...
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?
Read full article... Read full article...
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].
Read full article... Read full article...
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.
Read full article... Read full article...
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:
Read full article... Read full article...
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.
Read full article... Read full article...
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.
Read full article... Read full article...
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.
Read full article... Read full article...