Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, August 22, 2014
Gold Big Picture: Most Important / Commodities / Gold and Silver 2014
By: Aden_Forecast
With gold again on the decline, it's time to take a look and focus on gold's big picture.
This eases a lot of doubt, especially when companies like Goldman Sachs are bearish on commodities. We'll focus on silver and palladium too.
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Friday, August 22, 2014
How the “Uncertainty Factor” Drives Crude Oil Prices / Commodities / Crude Oil
By: Money_Morning
Dr. Kent Moors writes: Despite a world of geopolitical tension, oil prices have remained steady.
West Texas Intermediate (WTI) has been holding in the mid $90′s, while Brent continues to trade in the low $100 range.
This trading dynamic tells us two things…
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Friday, August 22, 2014
Inflation, Interest Rates, and Why You Should Own Gold / Commodities / Gold and Silver 2014
By: Submissions
Jeff D. Opdyke writes: The answer: Gold.
The question: What is the best investment to own today as the Federal Reserve begins raising interest rates?
How we get to the answer — an answer that would seem to fly in the face of conventional wisdom — is why I come to you today. And this answer will reveal to you why you should own gold.
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Thursday, August 21, 2014
Mines That Run On Solar Or Wind Power / Commodities / Renewable Energy
By: OilPrice_Com
Mining companies are often seen as dinosaurs when it comes to making changes that will benefit the environment, but that perception may be shifting as some companies turn to renewable energy to cut costs and lighten their carbon footprint. At first blush, mining and renewable energy seem incongruous. Mining's reputation as a voracious consumer of fossil fuels is well deserved, especially surface mining, where diesel-sucking haul trucks perform endless loops to and from gigantic pits scraped ever-deeper by immense earth-moving machines belching greenhouse gases.
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Thursday, August 21, 2014
Gold and Silver Trading Alert as U.S. Dollar Soars to New Highs / Commodities / Gold and Silver 2014
By: P_Radomski_CFA
Briefly: In our opinion no speculative positions in gold, silver and mining stocks are now justified from the risk/reward perspective.
The back-and-forth trading in the USD Index ended as it pierced through the short-term resistance and also above this year’s high. As we have emphasized many times previously, the U.S. currency is after long-, medium- and short-term breakouts so the surprises should be to the upside. Consequently, yesterday’s rally was not unexpected. What was surprising was the lack of real decline in the precious metals sector. Does this mean that the USD rally won’t hurt gold and silver investors? Let’s take a closer look (charts courtesy of http://stockcharts.com).
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Wednesday, August 20, 2014
Peak Gold? Russia To Surpass Australia As World No 2 Gold Producer / Commodities / Gold and Silver 2014
By: GoldCore
Today’s AM fix was USD 1,294.50, EUR 973.75 and GBP 777.76 ounce. Yesterday’s AM fix was was 1,300.25, EUR 973.75 and GBP 781.17 per ounce.
Today’s LBMA Silver Price was USD 19.42 per ounce. Yesterday’s LBMA Silver Price was USD 19.66 per ounce.
Gold and silver fell yesterday - gold fell $3 to $1,295.90 and silver fell 19 cents to $19.49 per ounce.
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Wednesday, August 20, 2014
The Gold War - Thinker, Trader, Holder, Why? / Commodities / Gold and Silver 2014
By: John_Mauldin
By: Grant Williams
Sometimes, just sometimes, you need to stop for a second, take a step back, and reconsider the simplest pieces of any puzzle.
David John Moore Cornwall was a real-life spy. A spook. An agent. He worked for Britain’s MI5 and, later, MI6 intelligence services.
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Tuesday, August 19, 2014
The US Gold in Fort Knox is Secure, Gone, or Irrelevant? / Commodities / Gold and Silver 2014
By: DeviantInvestor
In 1950 the US owned about 20,000 metric tons of gold - approximately 640,000,000 troy ounces. By August 15, 1971 when President Nixon "temporarily" closed the "gold window" that hoard had decreased to about 8,100 tons (Fort Knox, the NY Fed, and other locations). The US government had been overspending, exporting dollars oversees, and other governments had "cashed in" those dollars for gold. At that rate of decrease, the US gold hoard would have been entirely dissipated by now. Perhaps it is gone!
Monday, August 18, 2014
Why Chinese Citizens Invest In Gold / Commodities / Gold and Silver 2014
By: I_M_Vronsky
The US$ price of gold has soared +377% from 2001 to date. That’s a compound annual growth rate (CAGR) equal to 13.4%. Contrast gold’s monumental appreciation with the pathetic performance of the Shanghai Stock Exchange Index and the miserly return of US Treasuries.
Monday, August 18, 2014
Palladium Reaches 13-Year High Over $900 oz as Gold Trading Volumes Surge 66% / Commodities / Palladium
By: GoldCore
Today’s AM fix was USD 1,302.75, EUR 972.93and GBP 778.51 per ounce.
Friday’s AM fix was was USD 1,313.60, EUR 981.69 and GBP 786.78 per ounce.
Today’s LBMA silver price was USD 19.59 per ounce.
Friday’s LBMA silver price was USD 19.86 per ounce.
Monday, August 18, 2014
Crude Oil Price Decline – To What Price? / Commodities / Crude Oil
By: Andrew_McKillop
Triple Digit Prices are Not Forever
In what is only superficially amazing at a time when Islamic insurgency, including Boko Haram in Nigeria and ISIS in Iraq may be threatening the state, civil society and the oil sector in major exporter countries, oil prices are declining quite rapidly. The “magic three digit” price level for oil - $100 a barrel come rain or shine – has been seriously eroded for US WTI and may soon also be attacked for Brent. The major reason for this decline is sharper than expected and forecast decline in leading economic indicators for many large importer countries, including Japan and the EU28. Monthly oil import demand outturns for China and India are variable, but have suffered major contractions relative to previaling rates before 2010.
Monday, August 18, 2014
New Silver Price Fix Procedure / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
I shall come to this important event later in this market report; but first, our customary look at this week’s trading. From Monday through Wednesday the gold price found firm support at the $1305 level before gaining a few bucks to $1313 by close of play last night.
Monday, August 18, 2014
The TLT:GLD Gold Ratio Chart / Commodities / Gold and Silver 2014
By: Rambus_Chartology
Below is a combo chart that shows the TLT:GLD ratio chart on top and the GLD on the bottom. This chart shows you when the ratio is falling GLD is rising and when the ratio is rising GLD is falling. Notice back in 2008 the ratio was at its high and GLD was at its low.
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Sunday, August 17, 2014
Why King Coal is Bigger than Oil or Gas / Commodities / Coal
By: Money_Morning
Lost in the debate about exporting U.S. oil and natural gas is any mention of America’s greatest energy export.
Coal.
And while legislators, corporations, environmentalists and others argue over pipelines, refineries, tariffs and trade agreements in the oil and natural gas industries, the U.S. sends tons of coal to eager customers all over the globe. Coal usage is at a 45-year peak, and Europe and Asia will take every ounce we can export…
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Sunday, August 17, 2014
Autocalls Syndrome In The Silver Market / Commodities / Gold and Silver 2014
By: Submissions
François Lenôtre writes: Autocallable products, or “autocalls” are structured notes popular primarily in Asia but also, to a lesser extent, in Europe. They offer the buyer an enhanced coupon linked to the behavior of an underlying market. With rates currently so low, vast amounts of autocalls linked to equity and commodity markets have been sold to investors, enabling them to receive 10 to 15 % annual yields (sometimes more) with the risk of seeing their capital wiped out in case of a collapse of the underlying reference market.
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Friday, August 15, 2014
Gold Stocks Major New Upleg / Commodities / Gold and Silver Stocks 2014
By: Zeal_LLC
The gold stocks are almost certainly in the early stages of a major new upleg. Given the widespread apathy and antipathy still plaguing this beaten-down sector, that’s hard for most traders to swallow. But the gold stocks’ performance this year has already been outstanding. And heading into gold’s strong season, their gains should only accelerate. Gold stocks’ overdue mean reversion higher is well underway.
Friday, August 15, 2014
HUI, Gold and Silver; Fun With Monthly Charts / Commodities / Gold and Silver 2014
By: Gary_Tanashian
Outside of the sound practice that is physical gold ownership in a time of monetary gamesmanship, the precious metals sector is all about speculation, at least according to 9 out of 10 chart jockeys and momentum junkies micro managing every short-term twist and turn.
Friday, August 15, 2014
New 'LBMA Silver Price' - Still Not Transparent / Commodities / Gold and Silver 2014
By: GoldCore
Today’s LBMA silver price was USD 19.86 per ounce. Yesterday’s LBMA silver fix was USD 19.86 per ounce.
Gold and silver remained in lockdown today and yesterday - gold rose a tiny $1.40 yesterday to $1,313.00/oz and silver a marginal 8 cents to $19.92/oz.
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Friday, August 15, 2014
Gold and Silver Price Consolidation Before Fateful September / Commodities / Gold and Silver Stocks 2014
By: Jordan_Roy_Byrne
Why could September be fateful for the precious metals complex? First, consider its history within the current secular bull market. The years 2005, 2007, 2009 and 2010 have seen very important breakouts in either or both Gold and gold stocks in the month of September. Conversely, September marked important peaks in 2008 as well as in each of the past three years! Currently, Gold and more so the gold miners are consolidating their recent gains just below very important resistance. This consolidation figures to end before the end of September which means September will produce another important inflection point.
Friday, August 15, 2014
America's First Oil Sands Producer and Other Natural Resources Surprises / Commodities / Energy Resources
By: The_Energy_Report
The natural resources space has been difficult in recent years. Potash prices collapsed, uranium spot prices hit a nine-year low, the gas market was in glut. Only oil has stayed strong. But Peter Epstein of MockingJay Inc. has found some gems in the resource rubble, and foresees better times ahead. In this interview, Epstein tells The Energy Report who stands to capture the graphite market, how to catch the next wave in potash, and offers his thoughts on when investors might catch a break in the uranium market.
The Energy Report: Why are you excited about the oil and gas space right now?
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