Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, April 28, 2015
Gold Price Rises, Silver Surges – Physical Demand and Greece, Ukraine, Russia Risks / Commodities / Gold and Silver 2015
By: GoldCore
- Gold rises over 2% while silver surges 4.4%
- Speculators caught off guard as prices rose forcing them to cover their short positions
- Concerns re defaults by Greece and Ukraine
- Geopolitical risk of conflict in Middle East and with Russia remain
- Price rises were accompanied by strong physical demand
Monday, April 27, 2015
Strawberry Picking Undervalued Gold Stocks / Commodities / Gold and Silver Stocks 2015
By: The_Gold_Report
a href="https://www.theaureport.com/pub/htdocs/expert.html?id=10612">Randall Abramson, CEO/portfolio manager with Toronto-based Trapeze Asset Management, says that picking stocks can be like picking strawberries. If a strawberry looks terrific, other than a tiny blemish, you simply remove it and enjoy the rest. But if the fruit turns out to be rotten, the entire strawberry is for the birds. Is the stock price below fair market value because there's a little blemish and the market is overreacting? Or is it a sign that the stock is rotten to the core? In this interview with The Gold Report, Abramson offers a fist full of small- and large-cap gold equity names for investors that can look past the blemishes to see quality fruit.
The Gold Report: A 10-year U.S. bond yields 2% currently. How is that changing the market?
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Monday, April 27, 2015
Rock-Paper-Silver / Commodities / Gold and Silver 2015
By: DeviantInvestor
The old game is Rock-Paper-Scissors in which rock breaks (wins against) scissors, scissors cuts (wins against) paper, paper covers (wins against) rock. The game is balanced with wins, losses, and draws.
The new version is Rock-Paper-Silver and the definitions and rules have changed.
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Monday, April 27, 2015
Gold Flows East - China, India Import Massive Quantities of Gold from Switzerland / Commodities / Gold and Silver 2015
By: GoldCore
- Singapore, India and China continue to import staggering volumes of gold from the West
- U.K. exports of bullion to Switzerland increase 6 fold to a very large 97 tonnes
- Gold exports from Switzerland to both China and India doubled in March
- Shanghai Gold Exchange (SGE) becoming most important centre for physical gold trade
- LBMA says London gold trade will not move to exchange
- Gold price languishes at all time inflation adjusted lows despite robust demand …
- Gold will protect Asian peasants and western middle classes …
Monday, April 27, 2015
What’s Really Driving Gold and Silver Price? / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
This week a subscriber shared with me an interesting and well-written analysis. The focus was mainly relative to gold. He wondered if I might shed light on silver - based on similar parameters.
First and foremost, I do not deny the complex tertiary dynamics with regard to the movement of physical gold. I am also painfully aware of the secondary technical indicators that arise from the short-term price action.
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Monday, April 27, 2015
Gold and Silver - It's ALL about The Big Picture After All / Commodities / Gold and Silver 2015
By: Rambus_Chartology
Today I would like to focus in on the bigger picture by looking at some long term charts for the precious metal complex. I know most enjoy the action by looking at the minute charts but they're more likely to morph into something different as time goes on. On the other hand looking at the long term charts changes come much more slowly and they're less likely to morph into something else. A short term bottom on a minute chart vs a long term bottom on a monthly chart have two completely different meanings. If you see a big bottom on the monthly chart you know that the move will last more than just a few weeks or even a few months. It took a lot of smart investors with deep pockets to build out a bottoming formation that aren't going to bail out of their potions easily. Minute charts have their place in trying to fine tune and entry or exit point. They can also be used when a bigger pattern is building out with smaller individual chart patterns that end up creating the much bigger finished product. I also have a lot of ratio charts to show you that compare gold to the stock markets and some commodities.
Sunday, April 26, 2015
Corn Commodity Buying Opportunity Looms / Commodities / Commodities Trading
By: Austin_Galt
Corn has just broken support so there looks to be a bit more downside in store before a more solid bear rally takes place.
Firstly, let’s briefly look at the fundamental factors. The main factors causing the price of corn to drop recently appear to be an oversupply of corn combined with the recent outbreak of bird flu or avian influenza.
Sunday, April 26, 2015
This Industrial Metal Is Leaving Gold in the Dust / Commodities / Metals & Mining
By: Investment_U
Sean Brodrick writes: Precious metals are stuck in low gear (though the miners are starting to look much better). Many Oxford Club Members have asked how they should fulfill the metals portion of their portfolios.
I believe one outperformer this year will be zinc. It’s already up 12.9% since March 17. That’s much better than gold. And the good news is zinc is poised to go higher yet.
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Sunday, April 26, 2015
If Other Gold Miners Can Do What Newmont Just Did, Look Out / Commodities / Gold and Silver Stocks 2015
By: John_Rubino
The past few years have been brutal for the gold miners, most of which brought it on themselves by starting new, high-cost mines just in time for the metal's price to crater. The resulting write-downs and operating losses have made this without question the most unloved sector in the whole market.
The consensus among analysts has been that most miners' costs are so structurally sticky that only slight reductions will be possible, making the industry a financial basket case until gold starts rising again.
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Sunday, April 26, 2015
What Obama's First-Ever Energy Review Missed / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: The Obama administration just released its inaugural Quadrennial Energy Review (QER).
The aim of the 348-page report, which was ordered by a Presidential Memorandum in January 2014, is to help the U.S. government create a "comprehensive and integrated energy strategy" by identifying the roadblocks to providing affordable and secure energy and energy services for the country.
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Saturday, April 25, 2015
Gold And Silver - The U.S. Is A Corporation. Precious Metals Stand In The Way / Commodities / Gold and Silver 2015
By: Michael_Noonan
Where have all the trillions of newly created "money" gone? Into the failed and bankrupt banking scam conducted by the elites. All world-wide monetary policy undertaken by the central banks has been for the sole purpose of protecting the failed banking financial structure, propping up the fiat currencies.
Virtually none of the newly created "money" has ever left the banking system for loans to be used for productive means. Instead, it is being used to enslave other sovereign nations, breaking them financially, then taking control of each nation, one nation at a time. Think of Ireland, Spain, Cyprus, and now Greece most prominently in the Kabuki theater known as the elite-controlled Western press. The purpose: A no escape treadmill of debt bondage and poverty. [Kabuki theater: Performance where nothing substantive gets done]
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Friday, April 24, 2015
Are Gold Stocks the Cheapest Ever? / Commodities / Gold and Silver Stocks 2015
By: Jordan_Roy_Byrne
Everyone knows that this has been a devastating bear market for the gold mining sector. If you have followed our work you know that it is the second worst cyclical bear market in at least 80 years. Obviously, gold mining stocks have been crushed. Then they became cheaper, then cheaper and then really cheap. Yet, we may not realize just how cheap this sector has become both in nominal and relative terms.
Below we plot the Barron's Gold Mining Index (BGMI) against Gold. The BGMI dates back to 1938. The ratio recently touched its lowest level in at least 77 years! There might not be anyone alive today who has seen gold stocks this cheap relative to Gold.
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Friday, April 24, 2015
Silver - The Good News or Bad News Metal? / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
Excepting short term price performance, physical silver is often referred to as either the ‘good news metal’ or the ‘bad news metal’.
It’s the ‘bad news’ metal because, like gold, in times of a currency crisis it behaves more like a hedge against currency debasement or as a monetary asset.
Friday, April 24, 2015
Four Things Missing From Obama’s First-Ever Energy Review / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: The Obama administration just released its inaugural Quadrennial Energy Review (QER).
The aim of the 348-page report, which was ordered by a Presidential Memorandum in January 2014, is to help the U.S. government create a “comprehensive and integrated energy strategy” by identifying the roadblocks to providing affordable and secure energy and energy services for the country.
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Thursday, April 23, 2015
Gold, the SDR and BRICS / Commodities / Gold and Silver 2015
By: Alasdair_Macleod
Last Monday there was a meeting in Washington hosted by the Official Monetary and Financial Institutions Forum (OMFIF) to discuss the future relationship, if any, of gold with the Special Drawing Rights[1] (SDR). Also on the agenda was the inclusion of the Chinese renminbi, which seems certain to be included in the SDR basket in this year’s revision, assuming that the United States doesn’t try to block it.
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Thursday, April 23, 2015
U.S. Oil Glut: How High Can It Go? / Commodities / Crude Oil
By: GoldSilverWorlds
Oil Glut Build in PAD3 Gulf Coast
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Thursday, April 23, 2015
Gold Price Forecast to Become Priceless / Commodities / Gold and Silver 2015
By: Chris_Vermeulen
Over the next few years as debt, currencies and countries start to fall apart individuals will be looking to place their money where it will hold its value and buying power during times of extreme uncertainty.
If you eliminate fiat currencies which are created out of this air and are nothing more than a credit we are left with precious metals and stones. As much as we have evolved over time, we could be valuing things like gold, silver, platinum, and precious stones more so than our currency.
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Thursday, April 23, 2015
$GOLD Price Year 2007 Again / Commodities / Gold and Silver 2015
By: Ned_W_Schmidt
Imagine you could go back in time so you could buy some investment at a bargain. Many might also wish to go back in time to sell something. But, let us stick with the idea of returning to an earlier time to buy some asset, like before Gold began its ran to $1,900. Since we know what happened, which of us would not again buy Gold? Well, you are in luck. $Gold is now priced relative to stocks as it was in 2007. To save you time, $Gold closed out that year at about $830.
Wednesday, April 22, 2015
Looming Bond Market Crisis Set to Improve Gold Demand / Commodities / Gold and Silver 2015
By: Harley_Salt
Historically low bond yields across both the private and government sectors are reducing the margin for error when it comes to the ability of the markets to withstand a bond market shock.Global quantitative easing (QE) has seen bond yields driven to low and often sub-zero levels in many economies. The European Central Bank is currently undertaking a EUR60 billion a month euro-area bond buying programme, this is expected to last at least until September 2016. In the past Japan, U.K . and the U.S. have been very active in the past when it comes to QE to stimulate their economies and create inflation with the bond market being a key asset.
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Wednesday, April 22, 2015
Why Alternative Energy Isn’t Taking It on the Chin Despite Low Oil Prices / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: Throughout the recent collapse in oil prices, I’ve been telling my readers about a very unusual development in the energy sector.
I say “unusual” because unlike other episodes of falling oil prices, other forms of energy like wind and solar power haven’t followed suit.
You see, when oil prices decline, there’s always an inevitable uptick in demand.
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