Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, July 18, 2014
Will Gold Price Drag Down the Mining Stocks? / Commodities / Gold and Silver Stocks 2014
By: Jordan_Roy_Byrne
We know that the gold and silver stocks lead the metals at key turning points. The stocks started their bear market well ahead of Gold. This year the stocks have exhibited excellent relative strength. Gold and Silver are up less than 10% this year while GDX is up 27% and GDXJ is up 43%. In recent days GDX and GDXJ reached 10-month highs relative to Gold. SIL hit a 10-month high relative to Silver while SILJ, the silver juniors hit an 18-month high against Silver. The outlook for the miners remains positive but the miners are awaiting and need more strength from Gold.
Friday, July 18, 2014
Gold Price Sharp Consolidation / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
Before yesterday's (Thursday) rise in bullion prices, precious metals were in corrective mode this week after recent rises. There were two big stand-out sales of gold contracts on Monday, estimated to be about 5,000 contracts at the European opening, and 15,000 on the US opening. The combination of the two sales drove gold down over $30, and on Tuesday a further sale of 15,000 contracts drove the price down to a low of $1293 for a total fall of $45.
Friday, July 18, 2014
Silver Before it’s Too Late / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
The ongoing plight of the long term value investor continues - seemingly without end. However, decades of exuberance and greed have colluded. The financial establishment has created an accident waiting to happen. The mainstream has not "priced in" risk, which makes it even harder to travel the road less traveled.And once the accident happens, it may be too late.
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Friday, July 18, 2014
Japanese Restart Nuclear Reactors Reigniting Uranium Mining Sector / Commodities / Uranium
By: Jeb_Handwerger
Summary
- Contrarian investors buy uranium stocks when the banks and large miners cut their price targets.
- Japan announced that two nuclear reactors were approved for restart.
- The Japanese Nuclear Restart could change the negative and bearish sentiment on the uranium mining sector.
- Uranium decline has been due to Japan shutting down reactors. The price may begin rising as nuclear reactors are turned back on.
- Be prepared for a rally in the uranium mining sector as end user look to once again begin securing long term uranium supply.
Thursday, July 17, 2014
Oil Path Signals Wrong Way For World Energy / Commodities / Crude Oil
By: Andrew_McKillop
Energy Worlds Apart
Recent publication of this year's BP Statistical Review of World Energy illustrates several mega trends in world oil and for energy in general. The Review provides time-series charts where the key change decade of 2003-2013 is covered. These underline how the primacy of oil is threatened. To be sure, wrong way data and false flag trends exist – for example and in particular that China and the US, the world's two biggest economies and two biggest oil importers, now import about a half of the oil they each consume and use.
Thursday, July 17, 2014
Jurisdiction - So You Think Your Gold is Safe Outside The Country? / Commodities / Gold and Silver 2014
By: Julian_DW_Phillips
Without looking at the facts and issues involved one would think that the U.S. can reach into any land outside its borders [except Russia] and impose its tax will and political will on others. The cases against the Swiss banks, UBS, Credit Suisse and other banks together with the fine on BNP Parisbas and the banning of its use of the dollar for a year with potentially other foreign banks facing the same punishment, gives rise to this viewpoint.
Thursday, July 17, 2014
Gold - The Million DOLLAR Question... / Commodities / Gold and Silver 2014
By: Rambus_Chartology
Today I would like to take a look at the US dollar as its been showing a little strength lately. Over the last month or two I've been showing some commodities indexes that have been very weak which I think has to do with the strengthening US dollar. The move up in the US dollar hasn't been that big yet but it could be in the beginning stages of a rally phase that could send this index higher. How high is anyone's guess but any strength will have an impact on the commodities sector and possibly the precious metals complex. It has been awhile since we looked at the US dollar so lets take a look under the hood and see what we can make of the reserve currency.
Thursday, July 17, 2014
Outlook for Gold, Stocks, Economy by Incrementum’s Advisory Board / Commodities / Gold and Silver 2014
By: GoldSilverWorlds
In March, we released the minutes of the first Advisory Board meeting by Incrementum Liechtenstein, see the summary Will Inflation Make A Comeback In 2014 When The Consensus Worries About Deflation. As discussed, Incrementum had launched the “Austrian Economics Golden Opportunities Fund,” a fund that takes investment positions based on the level of inflation based on their proprietary “Incrementum Inflation Signal.” Incrementum Liechtenstein has Ronald Stoeferle, author of In Gold We Trust, as managing partner, and Mark Valek as partner.
Thursday, July 17, 2014
Silver Price Up Trend an Mining Stock Investor's Friend / Commodities / Gold and Silver Stocks 2014
By: The_Gold_Report
An upward trend is afoot in the silver space, says Sean Rakhimov, editor of SilversStrategies.com. Rakhimov believes that at $26/ounce the reversal of the downward trend in silver will be confirmed and silver investors should set their sights on the next resistance level—$32/ounce. And if that threshold is breached, silver will test $50/ounce and more. In this interview with The Gold Report, Rakhimov talks about a few silver miners that are well positioned to ride this trend perhaps several multiples higher.
Wednesday, July 16, 2014
Which Way is Inflation Blowing? Watch Commodities / Commodities / Inflation
By: Gary_Dorsch
In an age when governments of every political leaning and ideological stripe distort economic data to promote their parties’ interests, it is hardly surprising that the nation’s inflation rate is reported in a manner that best suits their political needs. By the same token, in an age of near universal cynicism on the part of citizens towards their corrupt politicians, - it is entirely natural for official inflation data to be wildly at odds with the reality faced by consumers and businesses, and in turn, to be regarded with utter disbelief.
Tuesday, July 15, 2014
The Best Way to Play the Looming Propane Crunch / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: You may not realize this, but propane is about a lot more than just firing up the family grill.
In a very real sense, it’s the lifeblood of the entire rural lifestyle.
In the countryside, propane heats more than six million homes, fuels equipment and vehicle fleets, and is instrumental on farms for drying grain for storage and keeping livestock-filled barns warm in the winter.
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Tuesday, July 15, 2014
Looking for the Next Oil Boom? Follow the Tech / Commodities / Oil Companies
By: OilPrice_Com
Much larger than Eagle Ford and once thought to have reached peak production, new technology has brought us full circle back to the Permian Basin in Texas and New Mexico, where the recent shift to horizontal well drilling has rendered this play the unconventional ground zero.
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Tuesday, July 15, 2014
Silver, Gold and Living By The Sword / Commodities / Gold and Silver 2014
By: DeviantInvestor
It is said that, “If you live by the sword, you die by the sword.” Let’s expand the concept and confirm that ancient bit of wisdom.
If you depend upon your sword for self-defense and aggression, you can reasonably expect that someday you will meet another swordsman who will slice your body and kill you.
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Monday, July 14, 2014
Silver Best Investment Opportunity of Your Life / Commodities / Gold and Silver 2014
By: DailyWealth
Dr. Steve Sjuggerud writes: "There's a situation in the silver market now that we absolutely must take advantage of," I told my True Wealth subscribers last month.
"It is the best opportunity to buy silver in over a decade – and possibly one of the best times you will ever see in your life."
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Monday, July 14, 2014
The Silver Price Manipulation Conspiracy / Commodities / Gold and Silver 2014
By: GoldSilverWorlds
Ted Butler writes: It’s now going on close to 30 years since I first discovered that silver was manipulated by excessive and concentrated short selling on the COMEX. I remember the exact moment like it occurred yesterday. It’s hard to believe I was in my 30’s when this started. As I’ve explained previously, I was looking for an answer to Izzy Friedman’s question as to how and why silver prices remained so low when the market was in a supply/demand deficit.
Monday, July 14, 2014
Commodities 2014 Halftime Report / Commodities / Commodities Trading
By: Frank_Holmes
What a difference six months can make. After a disappointing 2013, the commodities market came roaring back full throttle, outperforming the S&P 500 Index by more than 4 percentage points and 10-year Treasury bonds by more than 6. Read full article... Read full article...
Monday, July 14, 2014
Gold And Silver Price Golden Cross / Commodities / Gold and Silver 2014
By: Submissions
Clay Tom writes: Week before last I send you theis Daily 10year Chart on Gold showing and imminent Golden Cross of the 50EMA/200EMA. I will narrow the time down and focus in on the past six months below the 10 year chart. Notice that the Macd are stabilized above Zero which means an Uptrend is in.
Monday, July 14, 2014
Gold Price Rally Could Fail Due to COT Extreme / Commodities / Gold and Silver 2014
By: Clive_Maund
Whilst acknowledging that "this time it could be different" we have no choice but to call gold and silver lower on the basis of their latest extraordinary COT charts, which reveal that the normally wrong Large specs are already "betting the farm" on this rally.
Let's start by looking at the latest 6-month chart for gold. On this chart we can see that following its big up day in mid-June gold has only managed to creep about $20 higher.
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Monday, July 14, 2014
Silver Price Breakout Not Looking Promising / Commodities / Gold and Silver 2014
By: Clive_Maund
Whilst acknowledging that "this time it could be different" we have no choice but to call gold and silver lower on the basis of their latest extraordinary COT charts, which reveal that the normally wrong Large specs are already "betting the farm" on this rally. This is especially the case with silver where the Commercial short and Large Spec long positions are already way in excess of what we saw at the March peak.
Sunday, July 13, 2014
Gold and Silver Poised on a Knife's Edge / Commodities / Gold and Silver 2014
By: Jesse
The World Cup final is on Sunday, and the punters have Germany and Argentina as fairly even odds with a bit of an edge to the Germans. I would call it pretty even, especially since it is only one game, and a typically low scoring one at that which can turn on a few events and an emotional tide.
Speaking of too close to call, gold and silver turned in a satisfactory week's performance, and are on the verge of breakouts.