Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, March 03, 2015
Livestock COW ETF Analysis / Commodities / Livestock
By: Chris_Vermeulen
The past year month has been flowing into risk on assets like US equities. And when money is flowing into one investment class there is typically an outflow in others. Commodities in general have been beaten up bad but there is some money to be made here using the livestock COW ETF.
I is amazing how almost all us equity sectors have rallied as big as they have with many still making new sector highs. The only true weak areas in the market look to be commodities specifically precious metals, oil, natural gas, grains, sugar and livestock.
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Monday, March 02, 2015
Gold Demand in UK, Europe and U.S. – Reuters Interview GoldCore / Commodities / Gold and Silver 2015
By: GoldCore
Jan Harvey from Thomson Reuters interviews Mark O’Byrne, Director of GoldCore Research
| Jan Harvey | thomsonreuters.com | We were hearing quite a bit about rising physical demand in Europe earlier this year, as a confluence of factors (euro zone QE, SNB scrapping franc peg to euro, Greek election outcome) came together to support buying. Here to discuss how that has developed in February is Mark O’Byrne, executive director of Goldcore. Welcome, Mark! |
Monday, March 02, 2015
Gold and Silver - What If the Precious Metal Stocks Bulls are Back / Commodities / Gold and Silver Stocks 2015
By: Rambus_Chartology
Every now and then I’ll do a post on "What If" something is changing or not following along with what the original Chartology was suggesting. I have to keep an unbiased opinion and follow what the charts are saying. Sometimes it’s easier said than done. I know many of you were surprise when I exited the Kamikaze Stock last Friday. Believe me it’s not what I wanted to do but the short term charts are suggesting there maybe be a little more upside price movement left in the PM stock indexes.
Lets start with the daily chart for GDX which I showed you last week that has the 5 point triangle reversal pattern. I pointed out the the GDX was bouncing between the double bottom hump at 20.20 and the bottom rail of the 5 point triangle. This went on for eight days or so with no conviction either way. I said this is where we’ll see how strong the bulls are. As long as the price action stayed below the bottom rail of the 5 point triangle the bears were in control. It doesn’t look like a big deal on this daily chart below but you can see the GDX closed above the bottom rail of the blue triangle telling me the bulls may have more strength than I gave them credit for.
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Monday, March 02, 2015
Gold Trading Week Ahead - 2 March 2015 / Commodities / Gold and Silver 2015
By: Submissions
Harley Salt writes: Gold enters the new trading week and a new trading month with some positive momentum after putting together 3 days of consecutive gains. This week see a number of releases and announcements that will shape the markets expectations on when the Fed will kick-off increasing interest rates. One of the key drives of gold at the moment is the speculation as to when rates will be tightened, any signs of a delay is providing a boost to the price of gold.
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Sunday, March 01, 2015
Gold Price Glimmer of Hope / Commodities / Gold and Silver 2015
By: Gary_Savage
As most of you who’ve followed me over the years already know, I’m not really expecting a final three year cycle low in the CRB until later in the year. However… there are a few signs popping up that could be indicating that 3 year cycle low is going to come earlier than expected. And by earlier I mean it may have already occurred.
First I want to talk a little bit about oil. I think everyone knows by now that the fundamentals for oil are completely broken, there is simply too much supply, and price will never be able to rise by any significant amount anytime in the near future. I’m starting to see outrageous predictions of $20 oil. However, that is exactly the kind of sentiment I would expect to see at a three year cycle low.
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Sunday, March 01, 2015
Gold CoT Improving, But ... / Commodities / Gold and Silver 2015
By: Gary_Tanashian
Gold's CoT data predictably improved again this week, but here I think some discussion is needed just in case it starts to get hyped too much.
Below is the CoT on an improving trend of Commercial short covering and large Speculator long reduction. Okay, that's good. But here is the part where the hype needs to be tuned out. The CoT tends to degrade (i.e. trend in a bearish direction during gold rallies) and improve (i.e. trend in a positive direction during gold corrections). The charts of CoT and gold below are set over the same 1 year time frames...
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Saturday, February 28, 2015
Gold And Silver Insanity Prevails; Precious Metals Without Direction / Commodities / Gold and Silver 2015
By: Michael_Noonan
Insanity: Doing the same thing over and over and expecting a different result. – Albert Einstein.
From a perspective of logic, the world makes less and less sense as the elites relentlessly, and successfully pursue their one world government. There has been an increased awareness of the Rothschilds, elites, bankers, those who control all money, all Western governments, and we are not so sure about the rest of the world. Unfortunately, the greater awareness has done nothing to alter the inevitable course of dominance of the masses by the few. The New World Order [NWO] remains on schedule, based on results.
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Saturday, February 28, 2015
Are Gold Miners Leading Gold Price? / Commodities / Gold and Silver 2015
By: Jordan_Roy_Byrne
The miners will typically lead Gold at major turning points. We say typically because the trend in the relationship is hardly exact or precise. There can be times when the miners are simply showing their beta (not leading) and there can be times when the miners are leading but their leadership suddenly halts or reverses. The miners peaked five months before Gold and are now one month from the 4-year anniversary of their market. The time seems ripe for the miners to lead Gold into the next bull market.
Friday, February 27, 2015
GGD Going for Mexican Gold / Commodities / Gold and Silver Stocks 2015
By: Zeal_LLC
Mexico’s massive precious-metals belts are some of the world’s finest. As global #1 in silver production they are obviously quite well known for the shiny-white metal. But these belts have also been flexing their gold muscles recently, placing Mexico among the world’s top-10 producers.
Mexico really has come a long way over the course of gold’s bull market. Back in 2003 there were actually 20 other countries producing more gold. But with prices trending higher after a long bear, this country’s favorable geology, generally-friendly geopolitics, and mild climate/physiography started attracting attention. And the exploration cycle that followed has yielded numerous discoveries.
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Friday, February 27, 2015
Gold and the Euro Tragedy, Iraq 3.0, Ukraine Conflict Three Ring Circus / Commodities / Gold and Silver 2015
By: DeviantInvestor
A three ring circus is performing – to entertain and impoverish the western world.
Ring # 1: The Euro tragedy is “extending and pretending” into a Greek drama.
Ring # 2: Iraq 3.0 is in beta test mode based on weapons of mass propaganda.
Ring # 3: The conflict in Ukraine is performing flips followed by flops.
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Friday, February 27, 2015
Do You Have a Gold and Silver “Seatbelt”? / Commodities / Gold and Silver 2015
By: MoneyMetals
In just about every state, it’s the law that you must wear a seatbelt when driving down the road. Putting aside the question of whether the government should mandate this, most of us understand that the reasons for individually choosing to do so are valid.
It’s been a long time since I’ve been in an accident, but it’s a habit to buckle up every time I get into the car. I don’t look back at my most recent trip and think “Gee, so far nothing has happened. So why did I bother wearing my seatbelt for all those years?”
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Friday, February 27, 2015
New Greece Drachma Revealed Amid Bank Runs - Greeks Buy Gold Sovereigns / Commodities / Gold and Silver Stocks 2015
By: GoldCore
- Greece warns may default on IMF loan next week
- Greek bank runs continue and deposits flee
- German Bundestag votes for bailout extension
- Syriza agree to a bailout extension of four months, in return for concessions yet to be approved by the EU
- Questions over Syriza negotiating a weak deal despite it’s strong position
- Greece and EU buying time to arrange orderly “Grexit”?
- Greece has printing presses poised to print newly designed Greek Drachmas
- Greeks buying gold bullion
Friday, February 27, 2015
Gold vs Gold Stocks: Bullish Anomaly Developing? / Commodities / Gold and Silver Stocks 2015
By: Jason_Hamlin
Over the past few months, mining stocks have returned to offering excellent leverage to the advance in prices for precious metals. Yet, during the recent pullback, the downside leverage has been absent. This is atypical behavior as mining stocks usually lead the metals and generate leveraged gains (or losses). This could be a bullish development, suggesting that investors in mining stocks believe they have the seen the bottom and are unwilling to sell despite the recent dip in gold prices.
Friday, February 27, 2015
Gold Bull Market Forecast - Money Will Rotate Into These Dead Investments / Commodities / Gold and Silver 2015
By: Chris_Vermeulen
Seasoned investors understand that investments which are rocketing to new highs and all over the news will eventually fall out of favor and become a the poor performer, unwanted by market participants.
So it only makes sense that the underperforming investments will some day come back to life and provide opportunity once again. I covered this unique stage analysis in great detail in another report linked below.
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Thursday, February 26, 2015
Forget Peak Oil; Worry About Peak Demand / Commodities / Oil Companies
By: The_Gold_Report
Brian Bagnell of Macquarie Capital Markets has two caveats for investors in junior oil and gas companies: Expect extreme volatility, and don't expect oil prices above $70/barrel anytime soon. He tells the The Energy Report that the winners in this sector will demonstrate maximal efficiency and minimal costs, and that even in this time of crisis there are bargains to be had.
The Energy Report: Oil prices have made a minor recovery, with West Texas Intermediate (WTI) at about $50/barrel ($50/bbl) and Brent at about $60/bbl. Where are oil prices going in the short term?
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Thursday, February 26, 2015
Scraping The Bottom Of The WTI Crude Oil Price Barrel In 2015 / Commodities / Crude Oil
By: Submissions
Anthony Alfidi writes: Energy sector investors are waiting for a bottom in oil prices. Industrial energy users are looking for a hard price to use as a benchmark for hedging their consumption. A generation's worth of history allows us to make an educated guess about where the bottom price of the 2015 oil market glut may appear.
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Thursday, February 26, 2015
Euro Issues Will Underpin Gold Prices / Commodities / Gold and Silver 2015
By: Submissions
Harley Salt writes: The Greek Eurozone creditors that have been keeping Greece afloat since 2010 have extended the country’s bailout by four months however it is only the beginning from what we see as a number of key flash points facing the Eurozone which will in turn support the price of gold over the next 12 months.
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Thursday, February 26, 2015
Commodity Prices Set To Plunge Below 2008 Lows / Commodities / CRB Index
By: Austin_Galt
This analysis will cover the CRB Continuous Commodity Index, the US Dollar index and one of the main commodity currencies, the Australian dollar. We’ll begin with the CRB Continuous Commodity Index which comprises a mixture of components from sectors including energy, metals, soft commodities and agriculture.
Let’s take a top down approach to the analysis beginning with the yearly chart.
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Wednesday, February 25, 2015
12 Reasons Why Barry Ritholtz and Many UK Experts Are Mistaken On Gold / Commodities / Gold and Silver 2015
By: GoldCore
Being involved in the fairly niche business of an international gold brokerage for nearly 12 years now, we find ourselves continuously engaged in conversation with people who demonstrate an incredible lack of understanding of the function of gold and the importance of gold as a DIVERSIFICATION and as a SAFE HAVEN asset.
This lack of understanding is not confined to the public but also prevalent with some financial experts. One example of this is one of the more vocal anti gold experts in recent months – leading Bloomberg columnist Barry Ritholtz.
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Wednesday, February 25, 2015
Gold and Debt: Astonishing Comparisons / Commodities / Gold and Silver 2015
By: DeviantInvestor
Debt and budgets in the trillions of dollars and euros are difficult to comprehend. The US budget is nearly $4 Trillion per year while the US official national debt exceeds $18 Trillion. A single large bank may hold contracts for more than $50 Trillion in derivative contracts. Global debt is approximately $200 Trillion.
Let’s relate those numbers to gold prices, gold mined each year, and gold mined throughout history.
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