Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, April 08, 2015
Cautioning Resources Investors About the Real Potential of Deflation / Commodities / Metals & Mining
Where can investors turn when global quantitative easing and the Energizer Bunny of dollars is crushing commodity prices to within an inch of the junior miners' lives? In this interview with The Mining Report, Disruptive Discoveries Journal writer Chris Berry suggests dedicating yourself to understanding the technologies and paradigm shifts that can lower costs, and participating in the growing electric car and energy storage battery markets. He names some of the innovative companies that are finding new ways to separate the most valuable resources and enter the supply chain before it is too late.
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Wednesday, April 08, 2015
Should We Really Put Gold in an IRA? / Commodities / Gold and Silver 2015
“Gold is one of the dumbest things to put in your IRA,” said the slick TV commentator, with his $200 haircut, perfect white teeth, and superior attitude. “Everyone knows income-producing vehicles are best for an IRA.”
It was a prepackaged message from someone that sounded like he hadn’t given any more thought to the topic than what he’d read somewhere. His advice was misleading and incomplete, and I wondered how many viewers might weaken their portfolios by acting on his sound bite.
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Wednesday, April 08, 2015
The Technical Outlook for Crude Oil Price / Commodities / Crude Oil
Commodities normally go through a multi-year phase of strength and performance against the benchmark S&P 500 and then an approximate equal period of time of underperformance to the U.S. index.
Each stage of this Commodity/Stock cycle, lasts on average about 18 years. This has been the pattern for over 100 years.
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Tuesday, April 07, 2015
Silver Price Projection From Crude Oil and T-Bonds / Commodities / Gold and Silver 2015
Crude Oil is the world’s most important commodity as measured by dollar volume and wars fought to control it.
T-bonds are debt in the world’s reserve currency – the US dollar. The market is huge and important.
What do crude oil and T-bonds say about the silver market?
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Tuesday, April 07, 2015
Brent Crude Oil Price Looks to be Heading Higher From Here / Commodities / Crude Oil
Brent Crude looks to have started a second leg up off the January bottom of 45.22, indicating Brent has a good chance of heading higher from here. A decisive drop below the most recent swing low at 52.61 changes the bullish scenario shown in the below daily chart.
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Tuesday, April 07, 2015
Gold Trading Week Ahead - 7 April 2015 / Commodities / Gold and Silver 2015
Gold has started the new week on a positive note after disappointing U.S. March Non-Farm Payroll data showed a rise of only 126,000 versus an expected gain of 245,000. We have now seen two months of disappointing jobs data out of the U.S, the latest setback adds further weight to the view that the Fed will be hesitant to raise rates any time soon. The uncertainty and low interest rate environment is good for safe-haven assets such as gold.
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Monday, April 06, 2015
Gold and Silver Will Likely Rally While the Stock Market Whipsaws! / Commodities / Gold and Silver 2015
Some interesting things have come to my attention: 1) it looks like precious metals are going to rally strongly over the next week and a half; 2) at the same time the stock market is going to go through some wild swings both up and down.
Below are daily charts of silver and GDX (the Gold Miners ETF):
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Saturday, April 04, 2015
Gold And Silver – Most Widely Used Currency In Western World? Stupidity / Commodities / Gold and Silver Stocks 2015
The only thing that has experienced a worsening depreciation since the privately owned Federal Reserve unconstitutionally took over the Constitutionally mandated control of US money, willingly ceded by a vapidly inept Congress, has been common sense. There is none in his country, apparently none in all of Europe, and even less than those who deem themselves non-Europeans, the UKers.
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Friday, April 03, 2015
Silver Fortunes / Commodities / Gold and Silver 2015
The Spaniards of centuries past controlled the world’s elite maritime fleet. And this fleet’s colonization of the Americas is well-documented. The Spanish Crown would have told you their primary mission was to convert the indigenous people to Catholicism. But in reality it was trade and a craving for all things exotic that ultimately supported this campaign.
And perhaps the one thing that the Spaniards couldn’t get enough of was silver. In Mexico and Peru in particular they found hoards of this shiny-white metal. And via both conquest and discovery they quickly gained control of the world’s silver trade.
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Thursday, April 02, 2015
Valuing Gold / Commodities / Gold and Silver 2015
There is only one way to value gold, and that is to quantify the expansion of the fiat currency in which it is priced. That is the sole purpose of the Fiat Money Quantity (FMQ), which since I last wrote about it five months ago has increased by $375bn to $13.7 trillion. This is despite the end of quantitative easing, which had been tapered down before being abandoned altogether. The long-term chart of FMQ is shown below.
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Thursday, April 02, 2015
Gold and Silver Hold Their Own $Over Q1 / Commodities / Gold and Silver 2015
Gold priced in dollars hardly changed over the first quarter of 2015, but silver performed strongly, up 7%. In generally choppy markets across all asset classes silver was bettered only by the Nikkei 225 Index. This compares with the NASDAQ up 3%, the US long bond up 2.6%, and the Standard &Poors up 1%.
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Thursday, April 02, 2015
Signs of a Resource Sector Bottom / Commodities / Resources Investing
By Doug Casey
Interviewed by Louis James, Editor, International Speculator
L: Well, Doug, we’ve seen another quarter of high volatility and significant world events. What strikes you as most important at present?
Doug: Everything is still held together with chewing gum and baling wire, for which I’m grateful, considering what’s coming. It’s very clear to me that the global economy is in very much the same space as it was in 2007—in other words, on the edge of a precipice.
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Thursday, April 02, 2015
Silver Price in A Corrective Set-back, Support Seen At 16/16.20 / Commodities / Gold and Silver 2015
Silver is clearer than Gold, or we shall see more bearish on the short-term chart. What we see on silver is a three wave retracement from the high that is now in progress towards lower levels as latest minor recovery from 16.45 is in three waves, labeled as wave B-circled that may send price down into wave C, towards16/16.20 area.
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Thursday, April 02, 2015
Buy, Hold Large Caps Until Commodity Cycle Rebounds / Commodities / Metals & Mining
The fundamental difference between mining companies and investors is that they have very different realities in which they make investment decisions, says BMO Capital Markets Commodities Analyst Jessica Fung. She joined BMO Managing Director and Co-Head of Global Mining Research Tony Robson in a candid discussion with The Mining Report about the near- and medium-term prognosis for mining markets, as well as the outlook for copper, nickel and iron. While both Fung and Robson recommend waiting for the inevitable upturn in the commodities cycle, Robson says that in the meantime investors would do well to park their cash with some of the large, dividend-paying diversified miners until commodity prices recover, and he discusses three large caps and a couple of smaller names.
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Thursday, April 02, 2015
Love and Fear Trade Buying Will Drive Precious Metals, and These Miners Higher / Commodities / Gold and Silver 2015
Despite their recent underperformance, David H. Smith, Senior Analyst with The Morgan Report, remains bullish on precious metals, especially silver and palladium, as the "love trade" heats up and the global economy adds more debt to the system. Smith believes that the secular bull run in precious metals will be reignited later this year and that investors should take advantage of the regular volatility native to silver prices. In this interview with The Gold Report, Smith provides some of the silver and platinum group metals equity names he owns and that could offer significant upside, even from current prices.
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Wednesday, April 01, 2015
A Cure for Precious Metals Investor Malaise / Commodities / Gold and Silver 2015
By Louis James
Markets fluctuate. Sectors cycle. Investors love and hate these facts, but we all know that if it were not so, it would be impossible to buy low and sell high.
The problem, of course, is that no one can time the market consistently. That makes it hard to know when low is low enough to make buying a likely one-way street and when it’s high enough to make selling a stroke of genius.
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Wednesday, April 01, 2015
Gold Price Flat In Quarter In Dollars But 5% Higher In Pounds / Commodities / Gold and Silver 2015
- Gold flat in quarter in dollars but 11% and 5% higher in euro and sterling
- Gold essentially flat with fall of just $2 or 0.0017% in dollar terms
- Euro was the worst performing major currency in Q1
- Gold one of strongest currencies after silver, dollar and Swiss franc
- Silver surges 6.5% in dollars and 19% and 12% in euros and pounds
- Oil and most commodities declined on economic concerns
- U.S. stocks eked out minor gains to new record highs and look toppy
- Gold performance impressive given strength of dollar and equities, oil collapse and negative sentiment
Wednesday, April 01, 2015
Can Argentina Capitalize On Its Vast Shale Oil Reserves? / Commodities / Shale Oil and Gas
Argentina, once a regional energy leader, is now better known for financial busts and bombastic politicians than hydrocarbons prospects. Still, with a resource potential both vast and untapped, the nation has never been far from energy investors' minds. The question today is just how much Argentina is willing to change and how this plays into a low oil price environment that is already negatively impacting investment elsewhere.Read full article... Read full article...
Tuesday, March 31, 2015
Will Gold Win Out Against the US Dollar? / Commodities / Gold and Silver 2015
By Louis James
It is an essential impossibility to solve problems created by excess debt and artificial liquidity with more of the same. That’s our credo here at Casey Research, and the reason why we believe the gold price will turn around and not only go higher, but much, much higher.
While fellow investors around the world may not agree with gold-loving contrarians like us, they are buyers: gold is up in euros and almost everything else, except the dollar.
Tuesday, March 31, 2015
Gold and Misery, Strange Bedfellows / Commodities / Gold and Silver 2015
Overhead chart resistance centered between $1225-$1220 has proven to be a bride too far for the gold market. That region has now been confirmed with today’s plunge as a formidable barrier that gold bulls will have to overcome if there is ever going to be anything besides “boring” in the gold market anytime soon.
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