
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Saturday, February 07, 2015
Gold Chartography 101 - The Case for Gold Ownership in Ten Charts / Commodities / Gold and Silver 2015
By: Michael_J_Kosares
 ... you will never see on CNBC.
... you will never see on CNBC.
"What's past is prologue." – William Shakespeare, The Tempest
These charts summarize gold's impressive performance during the tumultuous first fourteen years of the 21st century. Investors fearing some future Black Monday, a general bank or currency collapse, a 1930s-style economic depression, or a sudden and virulent inflation took precautions by purchasing gold coins and bullion as a form of portfolio insurance. Gold Chartography 101 is a record of that past. At the same time, though, it could very well be a glimpse of the future.
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Friday, February 06, 2015
Is Russia Planning a Gold-Based Currency? / Commodities / Gold and Silver 2015
By: MISES
 Marcia Christoff-Kurapovna writes: The “perfect-storm” of geopolitical instability, diplomatic isolation, severe currency depreciation, and economic decline now confronting Russia has profoundly damaged Moscow's international standing, and possibly for the long-term. Yet, it is precisely such conditions that may push the country’s leadership into taking the radical step that will secure its world-player status once and for all: the adoption of a gold-exchange standard.
Marcia Christoff-Kurapovna writes: The “perfect-storm” of geopolitical instability, diplomatic isolation, severe currency depreciation, and economic decline now confronting Russia has profoundly damaged Moscow's international standing, and possibly for the long-term. Yet, it is precisely such conditions that may push the country’s leadership into taking the radical step that will secure its world-player status once and for all: the adoption of a gold-exchange standard.
Though a far-fetched idea at first glance, many factors suggest that remonetization in gold may be a logical next step for Moscow.
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Friday, February 06, 2015
Gold Stocks Volume Growing / Commodities / Gold and Silver Stocks 2015
By: Zeal_LLC
 There’s no doubt the gold-mining stocks  remain deeply out of favor, collateral damage from the Fed’s gross  financial-market distortions of recent years.   But sentiment is shifting, with stock traders starting to regain  interest in this left-for-dead sector.   Gold-stock trading volume is really growing as capital returns.  And since higher volume is an essential  precursor to major new uplegs, its growth is a very bullish portent.
There’s no doubt the gold-mining stocks  remain deeply out of favor, collateral damage from the Fed’s gross  financial-market distortions of recent years.   But sentiment is shifting, with stock traders starting to regain  interest in this left-for-dead sector.   Gold-stock trading volume is really growing as capital returns.  And since higher volume is an essential  precursor to major new uplegs, its growth is a very bullish portent.
The leading gold-stock sector benchmark these days is Van Eck Global’s Gold Miners ETF, which is better known by its symbol GDX. Its excellent basket of the world’s elite gold and silver miners, which are effectively market-capitalization weighted within this ETF, deftly mirrors the stock-market fortunes of this entire industry. And they’ve certainly been ugly thanks to the Fed’s artificial stock-market levitation.
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Friday, February 06, 2015
Silver Price Losing its Grip of the Recent Uptrend / Commodities / Gold and Silver 2015
By: Joseph_Russo
Though still rising (for now) amid higher-highs and higher-lows, Silver is beginning to show signs of losing its grip on the uptrend established from its December low.
After peaking at $18.50 upon brief encounter with a well-established bearish and declining 200-day average, the dollar-price of silver today is breaching its short-term uptrend line.
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Friday, February 06, 2015
Gold & Gold Stocks Consolidate at Resistance / Commodities / Gold and Silver Stocks 2015
By: Jordan_Roy_Byrne
 Gold and gold mining shares rebounded strongly from the end of December through the first three weeks of January. Over the past several weeks the sector has digested those gains while holding above rising 50-day moving averages. The sector is nearing a bit of a decision point where either a breakout could occur or further corrective activity.
Gold and gold mining shares rebounded strongly from the end of December through the first three weeks of January. Over the past several weeks the sector has digested those gains while holding above rising 50-day moving averages. The sector is nearing a bit of a decision point where either a breakout could occur or further corrective activity.
Thursday, February 05, 2015
Long-term Relationship Between Gold and Crude Oil Price Challenged / Commodities / Gold and Silver 2015
By: Clif_Droke
 Wall Street breathed a sigh of relief this week after a case of the jitters the last couple of weeks.  Fears over a deflationary plunge in the euro zone had sparked an increased demand for safe haven assets, including gold and silver.  The decline to multi-year lows in the crude oil market as recently as a few days ago also fed into investors’ desire for safety.  In the last couple of days, however, those fears have at least momentarily abated as the oil price has rallied while Treasury prices and the U.S. dollar have declined.  Consequently, gold and silver safe haven demand has declined in recent days.
Wall Street breathed a sigh of relief this week after a case of the jitters the last couple of weeks.  Fears over a deflationary plunge in the euro zone had sparked an increased demand for safe haven assets, including gold and silver.  The decline to multi-year lows in the crude oil market as recently as a few days ago also fed into investors’ desire for safety.  In the last couple of days, however, those fears have at least momentarily abated as the oil price has rallied while Treasury prices and the U.S. dollar have declined.  Consequently, gold and silver safe haven demand has declined in recent days.Read full article... Read full article...
Thursday, February 05, 2015
HUI Gold Stocks Chartology... Past Present and Future / Commodities / Gold and Silver Stocks 2015
By: Rambus_Chartology
 Today I would like to look at the precious metals complex and see how things are moving along. Consolidating would be an understatement. The PM complex has been in a very large consolidation pattern going all the way back to the June 2012 low where the HUI, GLD and SLV all bottomed together. From that low all three have been chopping in a falling type pattern making lower lows and lower highs. The combo chart below shows the three distinct but slightly different 18 month consolidation patterns starting at the June of 2013 low. The top chart shows the HUI that has yet to put in a 6th reversal point in it's big consolidation pattern. It doesn't have to have a 6th reversal point as it already has enough but if it does the top rail would come in around the 240 area.
Today I would like to look at the precious metals complex and see how things are moving along. Consolidating would be an understatement. The PM complex has been in a very large consolidation pattern going all the way back to the June 2012 low where the HUI, GLD and SLV all bottomed together. From that low all three have been chopping in a falling type pattern making lower lows and lower highs. The combo chart below shows the three distinct but slightly different 18 month consolidation patterns starting at the June of 2013 low. The top chart shows the HUI that has yet to put in a 6th reversal point in it's big consolidation pattern. It doesn't have to have a 6th reversal point as it already has enough but if it does the top rail would come in around the 240 area. 
Thursday, February 05, 2015
Coffee Market Brewing Something BigĀ / Commodities / Coffee
By: Austin_Galt
 The  coffee price has held up at a critical juncture and is now set to explode  higher. Let’s take a look at the charts.
The  coffee price has held up at a critical juncture and is now set to explode  higher. Let’s take a look at the charts.Read full article... Read full article...
Wednesday, February 04, 2015
Marc Faber says Short Central Banks and Buy Gold / Commodities / Gold and Silver 2015
By: GoldCore
 Faber: “Only one way to short central banks and that is to buy gold”.
Faber: “Only one way to short central banks and that is to buy gold”.
Marc Faber warned at the weekend that 2015 may be the year that investors will lose confidence in central banks and that investors will “suddenly realise what a scam that central banking is”.
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Wednesday, February 04, 2015
Gold GDX ETF Technical Analysis / Commodities / Gold and Silver Stocks 2015
By: Austin_Galt
 The Market Vectors Gold Miners ETF (GDX) is an equity index that provides    exposure to small, medium and large sized companies that generate most of    their revenues from gold and/or silver mining. It is listed on the American    Stock Exchange (AMEX) with price last trading at $22.45.
The Market Vectors Gold Miners ETF (GDX) is an equity index that provides    exposure to small, medium and large sized companies that generate most of    their revenues from gold and/or silver mining. It is listed on the American    Stock Exchange (AMEX) with price last trading at $22.45.
Let's take a top down approach beginning with the monthly chart.
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Wednesday, February 04, 2015
Bottom-Fishing Opportunities in Base Metals, Especially Zinc / Commodities / Metals & Mining
By: Metals_Report
 Copper is off to a rough start in 2015 and while other base metals have also shown price weakness, zinc could finish 2015 strong, says Stefan Ioannou, mining analyst with Haywood Securities. He estimates that over the previous two years about 12% of global zinc production ceased and more will end soon, ultimately leading to a run in the zinc price in late 2015 and into 2016. In this interview with The Mining Report, Ioannou discusses his top zinc pick and some high-grade, low-cost copper producers with zinc production profiles.
Copper is off to a rough start in 2015 and while other base metals have also shown price weakness, zinc could finish 2015 strong, says Stefan Ioannou, mining analyst with Haywood Securities. He estimates that over the previous two years about 12% of global zinc production ceased and more will end soon, ultimately leading to a run in the zinc price in late 2015 and into 2016. In this interview with The Mining Report, Ioannou discusses his top zinc pick and some high-grade, low-cost copper producers with zinc production profiles. 
The Mining Report: Copper has fallen about 12% in 2015 and other base metals are seeing significantly weaker support after the World Bank said it expects the global economy to slow by as much as 1% this year. Is the bull market for commodities over or is this a pause in an otherwise bullish cycle?
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Wednesday, February 04, 2015
Gold and Silver - Playing Their Game / Commodities / Gold and Silver 2015
By: Peter_Degraaf
 My Subscribers and I were prepared for  Thursday’s and continuing assault on the Precious Metals – here is how we knew  to expect a pullback:
My Subscribers and I were prepared for  Thursday’s and continuing assault on the Precious Metals – here is how we knew  to expect a pullback:
  In  the long run we anticipate that gold and silver will offer reliable protection  in an environment where governments are using the printing press to meet  expenses.
Tuesday, February 03, 2015
Why Crude Oil Price Is Headed to $200 a Barrel / Commodities / Crude Oil
By: Investment_U
 David Fessler writes: Editorial Note: As promised last week, here is David Fessler’s rebuttal to Sean Brodrick’s piece, “3 Reasons Why Crude Will Stay Under $50 Through 2015.” If you read the title of today’s article, you might think Dave and Sean have vastly differing opinions on the direction oil is heading. But to the contrary, both agree prices will move higher... the only question is, when? To help confirm his assertions, Dave reached out to an oil industry connection who served as president of one of the largest producers in the world.
David Fessler writes: Editorial Note: As promised last week, here is David Fessler’s rebuttal to Sean Brodrick’s piece, “3 Reasons Why Crude Will Stay Under $50 Through 2015.” If you read the title of today’s article, you might think Dave and Sean have vastly differing opinions on the direction oil is heading. But to the contrary, both agree prices will move higher... the only question is, when? To help confirm his assertions, Dave reached out to an oil industry connection who served as president of one of the largest producers in the world.
Tuesday, February 03, 2015
Exponential Explosions in Debt, the S&P, Crude Oil, Silver and Consumer Prices / Commodities / Gold and Silver 2015
By: DeviantInvestor
 In 1913 the US national debt was less than $3 Billion, gold was real money, and a cup of coffee cost a nickel.
In 1913 the US national debt was less than $3 Billion, gold was real money, and a cup of coffee cost a nickel.
By 2015 the US national debt had increased to over $18,000,000,000,000 ($18 Trillion), the gold standard was called a “barbarous relic,” most currencies had devolved into fiat paper and digital symbols backed by insolvent governments, and a Grande soy cinnamon latte, double pump, triple shot, extra hot, with sprinkles cost about five bucks.
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Tuesday, February 03, 2015
Gold Fix Overhaul as Chinese Banks Join Western Banks / Commodities / Gold and Silver 2015
By: GoldCore
 Replacement for the near-century-old London gold fix will start in March Replacement for the near-century-old London gold fix will start in March
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    London gold fix to Shanghai gold fix – still not transparent 
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    Stealth run on the London bullion market continuing? 
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    Oil surges 11%; deflation deepening 
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    Increasing signs of a slowdown of the U.S. economy is supporting gold 
Monday, February 02, 2015
Gold Consolidating Gains / Commodities / Gold and Silver 2015
By: Alasdair_Macleod
 Gold and silver prices consolidated recent gains this week, both having become overbought short-term, and they now appear to be building a base before an attempt to convincingly attack higher ground, though yesterday’s price reaction was quite sharp. The recent slightly overbought situation for gold is shown in the chart below, which is of the Comex Managed Money category net position:
Gold and silver prices consolidated recent gains this week, both having become overbought short-term, and they now appear to be building a base before an attempt to convincingly attack higher ground, though yesterday’s price reaction was quite sharp. The recent slightly overbought situation for gold is shown in the chart below, which is of the Comex Managed Money category net position:
Monday, February 02, 2015
Gold & US Banks; a Critical Juncture / Commodities / Gold and Silver 2015
By: Gary_Tanashian
It’s all about confidence, right? Right.
In 2011, when the commodity and ‘inflation’ trades blew out, the Federal Reserve was completely discredited, with gold bugs out front poking them in the eye with taunts of “Helicopter Ben”. Markets rebelled against the Fed by sending silver to $50 and commodities in general to an all-time high.
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Monday, February 02, 2015
Gold Surges 8 Per Cent In January On Reignited Global Risks / Commodities / Gold and Silver 2015
By: GoldCore
 In January, gold surged 8 per cent in dollar terms, 11 per cent in pound terms and a very large 16 per cent in euro terms. January’s 8.4% gain for gold in dollar terms was the best month in terms of price gains in three years.
In January, gold surged 8 per cent in dollar terms, 11 per cent in pound terms and a very large 16 per cent in euro terms. January’s 8.4% gain for gold in dollar terms was the best month in terms of price gains in three years.
Thus once again, gold bullion performed its role as a hedging instrument and a safe haven asset in January as the outlook became decidedly more uncertain – particularly in the Eurozone.
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Monday, February 02, 2015
Gold and Silver Price Forecasting Problem / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
 “The problem is not that there are  problems. The problem is expecting otherwise and thinking that having problems  is a problem.”- Theodore Rubin
“The problem is not that there are  problems. The problem is expecting otherwise and thinking that having problems  is a problem.”- Theodore RubinThe media sensation surrounding various storms of the century has been astounding. Meteorological prediction is complex science to say the least. The fact that 24 hour forecasts have become almost 87% accurate over the years is a testament to modern science – and, in particular, chaos theory.
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Monday, February 02, 2015
Gold Gets Safe Haven Bids But COMEX Has Stopping Power / Commodities / Gold and Silver 2015
By: GoldSilverWorlds
 This article is part of a series of in-depth market analyses for gold   investors. Our aim is to publish this type of analysis on a weekly   basis. It is not meant to be investment advice, but it should provide   precious metals investors key insights about the ongoing and expected   gold price trend(s).
This article is part of a series of in-depth market analyses for gold   investors. Our aim is to publish this type of analysis on a weekly   basis. It is not meant to be investment advice, but it should provide   precious metals investors key insights about the ongoing and expected   gold price trend(s).
Our focus is on chart analysis. With an average of 10 to 15 charts per article, we will cover not only the gold market but also intermarket analysis. It is our core belief that all financial assets, including gold and silver, attract bids relative to the (perceived) value of other financial assets. In other words, the attractiveness of gold is not only influenced by “internal” factors within the gold market but also by “external factors” like stocks, bonds, commodities, currencies. Makes sense probably, but a thorough and objective analysis is mandatory to identify intermarket influences.
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