Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Thursday, January 08, 2015
The Price Of Gold And The Art Of War Part IV / Commodities / Gold and Silver 2015
If you wait by the river long enough, the bodies of your enemies will float by
Sun Tzu, The Art of War, 5th century BC
WHITHER GOLD
After theV, bankers could no longer force the price of gold lower by loaning central bank gold and selling it in the open market. In 2001, as demand—and the price of gold—rose, the bankers were forced to flood markets with discounted ‘paper gold’, gold futures, i.e. paper promises of future gold deliveries at lower prices, in order to contain gold’s rising price.
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Thursday, January 08, 2015
Energy Players Profit from the Oil Price "Grinch" / Commodities / Crude Oil
Dr. Kent Moors writes: Getting started this year took a bit longer than usual.
When I returned home from the Bahamas, I had to hook up an entirely new system of computers and peripherals. To top it off, everything is in a new version of Windows.
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Thursday, January 08, 2015
Gold Price Will Likely Go Higher in 2015 / Commodities / Gold and Silver 2015
Steen Jakobsen: Things Are About To Take A Different Turn In 2015
This article is based on an interview conducted by Claudio Grass, the Managing Director of Global Gold based in Switzerland, with Mr. Steen Jakobsen. Mr. Jakobsen is the Chief Economist and Chief Investment Officer at Saxo Bank, where he has served for a total of 14 years, including two years where he left to act as Chief Investment officer of Limus Capital. He is a renowned economist and trader with more than 25 years of experience in the fields of proprietary trading and alternative investment. The topics covered in the interview range from monetary policy to business cycles and precious metals. This is the full interview in Q&A format.
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Thursday, January 08, 2015
Jim Rogers Gold Price 50% Correction Low During 2015 / Commodities / Gold and Silver 2015
Jim Rogers Gold outlook for 2015 according to a recent youtube video is for the gold price to halve from its all time high during 2015, which implies a drop from its April 2011 high of $1923 to $960 as the following extract illustrates -
"We have a lot of people who bought gold in the last 14 years. Gold has not had a proper correction for a long long time and in my view until there is a proper correction Gold cannot make a bottom and start over."
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Wednesday, January 07, 2015
Will the January Effect Give Gold and Silver Miners a Bounce? / Commodities / Gold and Silver Stocks 2015
The January Effect, the surge that small-cap companies may experience at the beginning of the year, goes back some seven decades. What will 2015 bring? The Gold Report talked to some experts to find out what they are expecting in the early days of the new year and which companies might be in position to take advantage. Most experts were optimistic about a bump, but some had some very interesting ways to profit from it.
Louis James, senior editor of the International Speculator, Casey Investment Alert and Conversations with Casey: We certainly had plenty of tax-loss selling, and I think most investors who know resources see the sector as close to bottom, so, yes, I do expect healthy January buying. I'd differentiate that by commodity, however, as bad economic news could push oil and copper further down, while pushing gold and silver up, and the January effect won't be enough to offset another sharp decline in industrial commodities.
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Wednesday, January 07, 2015
Challenging the Mainstream Propaganda / Commodities / Propaganda
Paul Joseph Goebbels was the Minister of Propaganda in Nazi Germany from 1933 to 1945. He once said that if you tell a big enough lie and keep repeating it, people eventually come to believe it.
Today’s governments together with the mainstream media seems to have taken Goebbels’ comment to heart. They omit facts and distort the truth to suit their agenda, while a completely different point of view is presented by highly qualified, intelligent analysts through blogs, websites and Internet articles. This article by Raul Ilargi Meijer gives an excellent overview of the propaganda disseminated by the press today.
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Wednesday, January 07, 2015
One of the Best 'Hard Assets' to Own in 2015 / Commodities / Timber
Dr. David Eifrig writes: To most everyone's surprise, the U.S. dollar continues to surge...
The U.S. Dollar Index has gained nearly 15% in the last six months... an astounding move for a major currency.
While this is great news for the purchasing power of U.S. consumers, it has crushed the value of almost all "hard assets" such as oil and precious metals – which are priced in U.S. dollars.
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Wednesday, January 07, 2015
Is 2015 the Year US FED comes to the Aid of Gold and Silver Investors? / Commodities / Gold and Silver 2015
In a moment we will provide our answer to this interesting question.
The correction in the price of gold and silver is now in its fourth year, and in the words of W. D. Gann: “When time is up – price will turn.”
Wednesday, January 07, 2015
Top Five Factors Affecting Oil Prices In 2015 / Commodities / Crude Oil
As we ring in the New Year, let's take stock of where we are at with the oil markets. 2014 proved to be a momentous one for the oil markets, having seen prices cut in half in just six months.
The big question is what oil prices will do in 2015. Oil prices are unsustainably low right now – many high-cost oil producers and oil-producing regions are currently operating in the red. That may work in the short-term, but over the medium and long-term, companies will be forced out of the market, precipitating a price rise. The big question is when they will rise, and by how much.
Tuesday, January 06, 2015
January Barometer Forecasting Strong Year for Junior Gold Miners in 2015 / Commodities / Gold and Silver Stocks 2015
There is an old market saying, “As January Goes so too the Year”. Tensions between Russia and the West continue to push precious metals higher, while the equity markets such as the Dow and S&P500 are crashing. Gold climbed back above the critical $1200 mark. Once again the Greek debacle is coming back to haunt markets as investors fear another decline in the Euro. The Dow was down over 300 points yesterday as investors are beginning to brace for uncertainty from a declining oil price pushed down to punish Putin and his friends.Read full article... Read full article...
Tuesday, January 06, 2015
Gold Price / Commodities / Gold and Silver 2015
Gold has gone sideways since late Oct. and at this point the Dec 24 low is pivotal. A close below 1,173.50 will open the door for a return to the Nov low at 1,137. The 89-dma has done a good job of providing support and resistance all year and is now at 1,212. Stay bearish until it is exceeded.
A bull flag (if triggered by a move above the 89-dma) measures a minimum move to 1,300. A five-wave decline from the 2011 high appears to be finished and comes complete with a positive divergence in weekly RSI (chart). However, a full moon (often seen at turning points in gold) is due today and short-term cycle highs are due near Jan 7 and 13 so any rally early this week will probably be turned back once again.
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Tuesday, January 06, 2015
Falling Oil Prices and Gold Market / Commodities / Commodities Trading
In the last Market Overview we pointed out some signals indicating that recession may be on the U.S. horizon. There is no doubt that a possible outbreak of the crisis would have important implications for the whole global economy, including of course the gold market. Therefore, it is extremely important to analyze gold performance through business cycle.
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Tuesday, January 06, 2015
Next Energy Crisis As Early As 2016 / Commodities / Crude Oil
Low oil prices today may be setting the world up for an oil shortage as early as 2016. Today we have just 2% more crude oil supply than demand and the price of gasoline is under $2.00/gallon in Texas. If oil supply falls too far, we could see gasoline prices doubling within 18 months. For a commodity as critical to our standard of living as oil is, it only takes a small shortage to drive up the price.
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Tuesday, January 06, 2015
This Oil Thing Is The Real Deal / Commodities / Crude Oil
Well! WTI below $50 and Brent below $53 when I start writing this. Who knows where they’ll be by the time I’m finished?! The euro down below $1.20, US stocks flirting with -2%, major European ones off -3%, Italy and Greece over -5%. Welcome to the real world, baby! Didn’t think you’d see it again so soon, did you? Welcome to the world where the Kool-Aid recovery does not reign supreme.
Not that you’re not going to hear that anymore, and 24/7 incessantly so, but there’s no recovery with these oil prices, no matter what anybody says. The damage must be gargantuan by now. Everybody’s invested in oil. Sure, lots of shorts and stuff by now, but that’s not going to do much good. Not for pensions funds, or for governments. This thing will not blow up or over softly.
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Tuesday, January 06, 2015
Investing During the Era of Peak Gold Discoveries / Commodities / Gold and Silver Stocks 2015
We've hit peak economic gold discoveries, but unlike the new fracking technologies that saved the oil industry, there's no fracking technology to coax mineral wealth from ever-deeper deposits. In the face of this shortage, expert geologist Brent Cook of Exploration Insights is scouting out companies that are cashed up and poised to deliver value when other miners may be left scraping the bottom of the barrel. In this interview with The Gold Report, find out what Cook expects for gold exploration in 2015, and why the next few years are going to be very interesting indeed for yellow metal miners.
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Monday, January 05, 2015
Oil Price Plunge, When Exactly Are Falling Prices Bad? / Commodities / Crude Oil
The sudden fall in the price of oil provides a unique opportunity to examine the widely held belief that deflation is economic poison. As many governments and central banks have vowed to fight deflation at all costs in 2015, the question could hardly be more significant.
While falling prices may strike the layman as cause for celebration, economists believe that it can kick off a nasty, and often inescapable, negative cycle, which many believe leads inevitably to a prolonged recession, or even a depression. However, these same economists acknowledge that falling energy prices may offer a stimulus, equivalent to an enormous "tax cut," particularly for lower and middle income consumers for whom energy costs represent a major portion of disposable income. They suggest that the money consumers and businesses no longer spend on gasoline and heating oil could be spent on other goods and services thereby creating demand in other areas of the economy. Even Fed Chair Janet Yellen, a staunch advocate of the economic benefits of rising consumer prices, has extolled the benefits of falling oil prices.
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Monday, January 05, 2015
Gold Price Was Up 73% Last Year! / Commodities / Gold and Silver 2014
Dmitry sipped his coffee drink at his favorite café in Moscow, flipping through the newspaper in front of him. It was full of bad news: currency troubles, ongoing sanctions from the West, rising inflation, and more.
But he ignored all that. He turned to the investment section and began to scan the page, looking for the latest price of one specific investment. He went past the headline that screamed Russia’s inflation rate was up to 11.4% last year, as well as the article detailing the ruble’s debilitating 46.5% fall. He knew all those things and had experienced them firsthand.
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Sunday, January 04, 2015
Gold Price Looks Ready to Go Higher from Here / Commodities / Gold and Silver 2015
The big picture in Gold hasn’t changed much over the past month. For approximately nine weeks now Gold has been consolidating around prior support of 1,182.20, a price first hit back in June of 2013. This price area was then tested as support first in December 2013, then more recently in May 2014. During that 16-month time frame Gold consolidated forming a bearish descending triangle pattern. It broke out to the downside nine weeks ago. However, there has been no follow through as it bounced off 1,132.08 and has crept higher since, closing at 1,189.60 last week.
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Sunday, January 04, 2015
PHLX Gold/Silver Index (XAU) and Rare Earths ETF (REMX) Analysis / Commodities / Gold and Silver Stocks 2015
PHLX Gold/Silver Index (XAU) and Rare Earths ETF (REMX) Analysis
XAU
The Philadelphia Gold and Silver Index (XAU) consists of sixteen precious metals mining companies that is traded on the oldest stock exchange in the United States – the Philadelphia Stock Exchange which was purchased by NASDAQ in 2008. Price last traded at $70.51.
Let’s take a top down approach to the analysis beginning with the yearly chart.
Saturday, January 03, 2015
The Energy Sector Takes 2015 by Storm / Commodities / Energy Resources
Rachel Gearhart writes: Stocks are booming, the economy is growing, the job market is strengthening and it’s looking like the prosperity will continue into 2015.
With the bombardment of doom-and-gloom business news, that may feel more like wishful thinking than reality. So let’s allow the numbers to tell the tale.
In 2014, American-based mergers and acquisitions rung in at $1.52 trillion, up from $998 billion in 2013.
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