Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, July 10, 2014
Keys to Successful Gold Stock Picking / Commodities / Gold and Silver Stocks 2014
By: The_Gold_Report
Chris Mancini, an analyst with the Gabelli Gold Fund, spends his days finding value in gold equities—and he thinks he's found a recipe for success. Take a long-term outlook, add excellent management, fold in a great project in a quality jurisdiction with low-cost minable ounces in the ground at a huge discount to the spot price—et voila! Mancini calls this "optionality" and in this interview with The Gold Report he says that equities with optionality will not only survive the downturn but also provide excellent leverage to an inevitable upward move in the gold price. Check out some rising names in the Gabelli Gold Fund.
The Gold Report: Cash has flown out of gold funds and into non-gold equities during this bear run in gold. What's the current Gabelli Gold Fund pitch to investors?
Read full article... Read full article...
Wednesday, July 09, 2014
Gold Price $10,000 Is it Possible? / Commodities / Gold and Silver 2014
By: Jason_Hamlin
When analysts forecast future asset prices they typically choose valuations that make sense in the context of current valuations. We could, for instance, easily imagine that a $100/share stock can trade up to $120/share. But when somebody comes out and says that it can go to $1,000/share in a few years time this person is ridiculed because it is very difficult for us to imagine a reality that differs wildly from the current state of affairs. So when I suggest that the gold price can rise to a level in the 5-digit range, I expect to be ridiculed or to have my forecast overlooked by most market participants. Nevertheless, as we will see in a moment the prospect of 5-digit gold is not so far-fetched. Gold at $10,000 or higher is not as unlikely as many people would think.
Wednesday, July 09, 2014
5 Countries Most Plagued by Crude Oil Theft / Commodities / Crude Oil
By: OilPrice_Com
Nigeria
As much as 400,000 barrels of oil a day are stolen in Nigeria. This equates to losses of $1.7 billion a month for Africa's new largest economy. This represents 7.7 percent of its GDP vanishing, or more than the country spends on education and healthcare. These numbers paint a harsh picture about the inability of the Nigerian government, and the multinational oil companies in the Niger Delta, to do anything about this rampant theft.
Wednesday, July 09, 2014
Gold Metals and Miners Bull Market Point of Recognition / Commodities / Gold and Silver Stocks 2014
By: Trader_MC
I think that the Metals and Miners Bull Market has just began and we are very close to the point of recognition of a new bull market which should give us an idea of what to expect going forward. As we have already seen in the past the first phase of a bull market is frustrating as many investors usually lose their positions too early and are therefore often left behind. This is how bull market works. Charts are telling me that Metals and Miners are on the verge of a massive breakout which could be the point of recognition of a new cyclical bull market.
Wednesday, July 09, 2014
Gold and Silver - The 'Independent Fed' - Deutschland vs Brasilien / Commodities / Gold and Silver 2014
By: Jesse
Gold and silver were hit by a trailing stop boogie woogie this morning, a half feeble effort to shake out the long who are running their stop loss orders a bit close. These sorts of things do not bother us because we have an intermediate to longer term investment horizon, right? lol.
Otherwise gold and silver finished largely unchanged on the day.
Read full article... Read full article...
Wednesday, July 09, 2014
Graphite, Lithium and REEs Essential to Hot Technologies / Commodities / Rare Earths
By: Metals_Report
Graphite. Lithium. Rare earth elements. What do these metals and minerals have in common? They are playing bigger and more critical roles in widely used big kid toys like smartphones, tablets and electric vehicles. Investors can't stay on top of every hot commodity but Luisa Moreno, mining analyst with Euro Pacific Canada, offers some companies developing graphite, lithium and REE resources for the toys and technology of the future in this interview with The Mining Report.
Wednesday, July 09, 2014
Fed’s NIRP and Its Implications for Gold Investors / Commodities / Gold and Silver 2014
By: Matt_Machaj
Believe it or not, we are finally witnessing a true monetary revolution. Unfortunately it is not the one that gold bugs have long waited for. Quite the opposite. We have the so called “monetary cranks” governing one of the most important central banks in the world. People who set the interest rates not at very low, not even at zero, not even at negative real interest rates, but at negative nominal interest rates. Hold your horses and constrain your joy – this does not concern the interest rate on your loan. It is the interest rate for the deposit facility at the central bank.
Read full article... Read full article...
Tuesday, July 08, 2014
Are We Running Out of Oil? / Commodities / Crude Oil
By: Money_Morning
Dr. Kent Moors writes: For many years, a number of industry experts have been sounding the alarm that America, and the world, are about to run out of oil.
This is nothing new. In 1914, the Bureau of Mines said that U.S. oil reserves would be exhausted by 1924. The Interior Department said global reserves would last 13 years… and that was in 1939. In 1956, Shell Oil geoscientist Marion King Hubbert advanced his peak oil theory, which said that world oil production had peaked and would begin to decline until all of the oil was gone.
Read full article... Read full article...
Tuesday, July 08, 2014
German Gold Depots: Financial Supervisory Authority inquires Data / Commodities / Gold and Silver 2014
By: Submissions
Goldreporter obtained information that the Federal Financial Supervisory Authority (BaFin) has asked German banks and investment intermediaries in a letter, to hand over data about their clients investments in precious metals until mid-July.
The state wants to know how much money Germans have invested in gold and silver. Information provided to Goldreporter shows that the BaFin requested copious information about client investments in precious metals from German banks and asset managers. But the requested information is only about derivatives.
Read full article... Read full article...
Monday, July 07, 2014
Bearish Reversal In Play For Crude Oil Price? / Commodities / Crude Oil
By: Gregor_Horvat
Crude Oil has turned bearish in the last two weeks and is now already testing the trendline connected from the start of January. As such, a three wave rally up in wave 2) can be finished, which means that bearish trend may even accelerate in the next couple of weeks. We however, still need a decisive break of that line as well as a daily close beneath wave B level; 101.60 support.
Read full article... Read full article...
Sunday, July 06, 2014
Why Gold Prices Hit a Three Month High This Week / Commodities / Gold and Silver 2014
By: Money_Morning
Diane Alter writes: The current gold price as of July 1 represents a three-month high amid a weaker dollar and ongoing geopolitical tensions.
Gold for August delivery traded up $4.70 at $1,326.70 an ounce in early market action Tuesday. At last check, spot gold was up $2.70 to $1,333.60, its highest level since March 24.
Read full article... Read full article...
Saturday, July 05, 2014
Gold And Silver Charts Proving More Reliable Than Fundamentals / Commodities / Gold and Silver 2014
By: Michael_Noonan
Pick your poison for knowing what news is impacting gold and silver these days. Both
have been in year-long TRs, [Trading Range], within a broader down trend context. That
may be in the process of changing, but change takes time to turn a trend.
From our limited point of view, the list of events that are impacting the suppression of gold and silver all revolve around the NWO [self] destruction of the petrodollar, that fiat Federal Reserve Note, commonly [mis]called the “dollar,” and soon to lose its status as the world’s reserve currency.
Read full article... Read full article...
Saturday, July 05, 2014
Shanghai Silver - Another Dog that Did Not Bark / Commodities / Gold and Silver 2014
By: Jesse
The 'headline numbers' for the Non-Farm Payrolls came in better than expected.
Gold and silver held their places well, and especially silver which is now the lead sled dog for my thinking. This is because July is an active month on the Comex of course but also because of the levels of physical inventory, both here and abroad.
Read full article... Read full article...
Saturday, July 05, 2014
Will Gold Price Continue to Consolidate? / Commodities / Gold and Silver 2014
By: Chris_Vermeulen
Until recently, the world has forgotten about gold and gold futures prices it would seem. A few years ago, all we heard about was gold and silver futures making new highs on the back of the Federal Reserve’s constant money printing schemes. However, after a dramatic selloff the world of precious metals it became very quiet.
Friday, July 04, 2014
A Crude Interruption? / Commodities / Crude Oil
By: Tony_Caldaro
In the world of financial assets everything appears to be calm. Risk is on, CDS premiums and the VIX near all time lows, short/long term interest rates cheap, and central banks continue to flood the markets with liquidity. So how could a “black swan” arise from the ashes to disrupt the world’s economy?
Friday, July 04, 2014
Gold and Silver Price Underlying Strength / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
Gold and silver spent most of the week consolidating recent gains by moving broadly sideways, but their underlying strength was a notable feature. The first chart is of gold and its open interest on Comex.The increase in open interest tells us that the rise in price was on the back of buying rather than a bear squeeze, which would have seen rising prices on steady-to-declining OI. This is an important development, because it indicates that speculators are beginning to think the downtrend of the last 30 months might be over. Without buying into a new rising trend, any rally would be limited to a bear squeeze. Read full article... Read full article...
Friday, July 04, 2014
The Coming Two-Stage Silver Price Rally / Commodities / Gold and Silver 2014
By: Steve_St_Angelo
As the MSM, Wall Street and various so-called analysts waste time focusing on worthless and insignificant data, the price of silver is positioning itself for the coming TWO-STAGE RALLY. The majority of the precious metals analysts discuss the revaluation of silver as it pertains to the amount of fiat currency in the system.
While this is a good determination (from past historical guidelines), it only deals with one part of the overall equation. The second and maybe the more important factor... is the destruction of "PAPER CLAIM CHECKS" on physical assets.
Read full article... Read full article...
Friday, July 04, 2014
Energy Independence: Financial Fact or Political Fiction? / Commodities / Energy Resources
By: The_Energy_Report
It has been more than a year since Citigroup Inc. published "Energy 2020: Independence Day," outlining the impacts of progress toward North American energy self-sufficiency. For this special 4th of July edition of The Energy Report, we reached out to experts in the energy investing space for an update on how recent political events and production trends in the field impact our ability to produce what we use. For Porter Stansberry, Marin Katusa, Chris Martenson, Bill Powers and Cactus Schroeder, the prospects for the future—and the associated investing opportunities—depend on the perspective.
Friday, July 04, 2014
Will the Energy Crisis Hit Home This Winter? / Commodities / Energy Resources
By: Money_Morning
Kent Moors writes: It’s hard to imagine as we swelter in the summer heat, but many countries are going to be in real trouble this winter. Wars, rebel activities, and geopolitical struggles will mean possible energy shortages throughout Europe and Asia.
In the Ukraine and other places in Eastern Europe and Asia, it could be a cold, dark winter. Gas and oil shortages and supply disruptions may mean that some folks literally freeze to death.
Read full article... Read full article...
Thursday, July 03, 2014
How to Score in Trading the World's Key Commodity Markets / Commodities / Commodities Trading
By: EWI
If you've ever tried your hand at futures trading, and if you've been watching the 2014 World Cup, you've probably thought to yourself -- Yup. This looks like how it feels to invest in commodities.
Hey, if the cleat fits!
The world of commodities trading is competitive and cutthroat. The action is nonstop. Passes happen in the blink of an eye. There are no commercial breaks, or half times. And those on the field never stop paying attention to price charts, scanning and waiting for opportunity to strike.
And then comes the moment to act. You're the last guy in a penalty shootout. All that stands between you and the goal is the ticking of the clock, fatigue, and doubt.
Read full article... Read full article...