Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, April 10, 2015

Greece, Gold, The Death Of Paper Money And The Modern State / Commodities / Gold and Silver 2015

By: Darryl_R_Schoon

The size and existence of the modern state is limited only by the ability to borrow money; an ability dependent on the continuing value of fiat paper money.  That limit has now been reached. Greece is not just a country that overindulged on the bankers’ poisoned candy of cheap credit. Greece is the canary in the coal mine of the modern state.

When gold was removed from the international monetary system in 1971, US interest rates were 6%.  By 1980, however, US rates rapidly rose to 21.5% in order to contain virulent inflationary forces unleashed when ties between paper money and gold were cut. The separation of gold and money was unprecedented. So, too, would be the consequences.

Friday, April 10, 2015

Gold and Silver Expect Lower Prices Once Again / Commodities / Gold and Silver 2015

By: P_Radomski_CFA

Briefly: In our opinion, a speculative short position (half) in gold, silver and mining stocks is justified from the risk/reward point of view.

Precious metals declined once again yesterday. The move was particularly visible in silver. Is the white metal telling us something? We think that it is, but the message is not that straightforward.

Thursday, April 09, 2015

Iran Nuclear "Deal" Won't Drive Crude Oil Prices Lower / Commodities / Crude Oil

By: OilPrice_Com

Dr. Kent Moors writes: Here at Money Morning we recently had the opportunity to sit down with Dr. Kent Moors, Money Map Press' Global Energy Strategist, for a quick chat about oil.

Kent had taken time out of his frequent world travels – scoping out the latest global energy profit developments – to stop by our HQ in Baltimore.

Here's what he told us about his "ground level" view of the real impact recent geopolitical events in Iran will have on the price of oil.

Thursday, April 09, 2015

Top 12 Media Myths On Crude Oil Prices / Commodities / Crude Oil

By: OilPrice_Com

The upstream oil and gas industry is not a black hole. There's no mystery wrapped in an enigma here.

There are a lot of meetings with engineers, chemists and geologists. There's a constantly evolving learning curve. And then there's all the regulations and compliance. But all-in-all it's pretty straight forward, that is, until the media gets a hold of it. That's when it becomes complicated. It's as though we are getting reports from the mysteries of the deep ocean or life in the great galaxies beyond. There is so much hyperbole and unsupported guesswork that investors don't have a chance. So, in a small effort to set the record straight, let's see if we can't dispel some of the misinformation.

Thursday, April 09, 2015

Gold Stocks: This Bear Sleeps at least for now / Commodities / Gold and Silver Stocks 2015

By: Bob_Kirtley

Background
2015 has started brightly with gold, silver and the miners all rallying to higher ground as evidenced by the Gold Bugs Index, the HUI, gaining 50 points or approximately 30%. This sort of behavior in any sector brings out the bulls in full cry that the bottom is in and we should all hit the acquisitions trail. Alas this rally didn’t last and the miners soon started to give back the gains almost as quickly as they were made. This pattern of falling stock prices punctuated by sudden price hikes has characterized the precious metals sector for the last three years or so. Unfortunately the bounce is rarely of the same magnitude of the preceding falls in prices and so we have witnessed the HUI fall from a high of 630 to a close today of 167, recording a drop of some 73% in the value of these stocks.

Thursday, April 09, 2015

Buy Gold and Silver Stocks Before the Bear Goes into Hibernation / Commodities / Gold and Silver 2015

By: The_Gold_Report

Eric Muschinski, editor of the Chicago-based Gold Investment Letter, says that investing in a bear market is not about picking the absolute bottom—it's about accumulating your favorite companies regularly and averaging in at massive discounts. In this interview with The Gold Report, Muschinski lists some highly undervalued equities and tells investors to get more aggressive, especially this summer, when he believes the bear could go into hibernation.

Thursday, April 09, 2015

Crude Oil Price Breaks Above One Support, but the More Important One Still Holds / Commodities / Crude Oil

By: Nadia_Simmons

Trading position (short-term; our opinion): No positions are justified from the risk/reward perspective.

The last 2 days were quite encouraging for crude oil bulls as the black gold rallied above 2 declining resistance lines and the volume during yesterday's upswing was high. Is this enough to make the outlook bullish?

Wednesday, April 08, 2015

The Energy Trouble Center Nobody’s Talking About (Yet) / Commodities / Energy Resources

By: Money_Morning

Dr. Kent Moors writes: I’d been looking forward to delivering the keynote address at a conference in its capital city, Manama. But now the government has cancelled my appearance, and the U.S. Department of State has even seconded the conclusion.

What’s keeping me out of Bahrain, a wealthy, tiny island country in the Persian Gulf? The threat of Sunni-Shiite violence, which is spreading throughout the Middle East and North Africa. There’s no sign that it’s slowing down.

Wednesday, April 08, 2015

Cautioning Resources Investors About the Real Potential of Deflation / Commodities / Metals & Mining

By: Metals_Report

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.

Wednesday, April 08, 2015

Should We Really Put Gold in an IRA? / Commodities / Gold and Silver 2015

By: Jeff_Clark

“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.

Wednesday, April 08, 2015

The Technical Outlook for Crude Oil Price / Commodities / Crude Oil

By: Donald_W_Dony

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.

Tuesday, April 07, 2015

Silver Price Projection From Crude Oil and T-Bonds / Commodities / Gold and Silver 2015

By: DeviantInvestor

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?

Tuesday, April 07, 2015

Brent Crude Oil Price Looks to be Heading Higher From Here / Commodities / Crude Oil

By: MarketsToday

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.

Tuesday, April 07, 2015

Gold Trading Week Ahead - 7 April 2015 / Commodities / Gold and Silver 2015

By: Harley_Salt

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.

Monday, April 06, 2015

Gold and Silver Will Likely Rally While the Stock Market Whipsaws! / Commodities / Gold and Silver 2015

By: Brad_Gudgeon

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):

Saturday, April 04, 2015

Gold And Silver – Most Widely Used Currency In Western World? Stupidity / Commodities / Gold and Silver Stocks 2015

By: Michael_Noonan

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.

Friday, April 03, 2015

Silver Fortunes / Commodities / Gold and Silver 2015

By: Zeal_LLC

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.

Thursday, April 02, 2015

Valuing Gold / Commodities / Gold and Silver 2015

By: GoldMoney

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.

Thursday, April 02, 2015

Gold and Silver Hold Their Own $Over Q1 / Commodities / Gold and Silver 2015

By: GoldMoney

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%.

Thursday, April 02, 2015

Signs of a Resource Sector Bottom / Commodities / Resources Investing

By: Casey_Research

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.