Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, May 30, 2014
HUI Gold Bugs Low Imminent / Commodities / Gold and Silver Stocks 2014
With the gold price recently embarking on its next move down, I thought it would be a timely opportunity to investigate the AMEX HUI Gold Bugs Index and see if anything can be gleaned from is chart.
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Thursday, May 29, 2014
The Elephant Wearing a Silver Necklace / Commodities / Gold and Silver 2014
It's no secret that demand for the U.S. Mint silver eagles coin has been unprecedented. It is a walk back through memory lane following the 1986 confirmation of the growing (exponential) popularity of the legal tender coin program.Many are left these days scratching their heads about who is buying all these coins. Retail demand seems soft at best, with stable coin premiums relative to times of relative shortage.
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Thursday, May 29, 2014
Ukraine: The Real Energy Crisis Starts in June / Commodities / Ukraine Civil War
Kiev is feeling emboldened by the successful election of a new Ukrainian president and a bloody surge against separatists in the east, but in just a few days, Russia says it will twist the gas spigot, and there's very little Kiev can do to stop that.On June 3, Russia plans to reduce the gas supply to Ukraine — and hence, to Europe — if Kiev has failed to pay in advance for next month's gas deliveries, the price for which has been doubled as a result of the political crisis.
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Thursday, May 29, 2014
Gold and Silver - What Everybody Wants Nobody Gets / Commodities / Gold and Silver 2014
Tonight I would just like to look at some random PM charts, in no special order, to get a feel of where we are in the near to long term look. As you know the PM complex finally broke down from their two month consolidation patterns which is part of a bigger 10 month consolidation pattern. In most cases the consolidation patterns have a down slopping look to them that tells me the price action wants to head lower. In a normal downtrend a consolidation pattern will form sideways like a triangle or rectangle or will slope up against the downtrend such as a bear flag that has a higher high and higher low before it gives way to the downside.
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Thursday, May 29, 2014
Gold, Silver Market Manipulators at it again - MAP Wave Analysis / Commodities / Gold and Silver 2014
Today the biggest market manipulators have been at it again! Yes our dear government regulators! Trading in gold and silver were halted on NYMEX!How on earth do they think this is going to stop the continued drop in gold and silver? Well as long as they halt trading is about as long as the manipulation will last plus a bit for who ever's arms they can twist to help them..... and then the bigger trend will just carry on! DOWN.
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Wednesday, May 28, 2014
The Nickel Supply Squeeze Is Just Getting Started / Commodities / Nickel
Back in January, I wrote a column explaining the supply-demand squeeze in nickel.
One way I suggested to play the nickel squeeze, the iPath Dow Jones-AIG Nickel Total Return Sub-Index ETN (NYSE: JJN), is up 38% from my recommendation.
Did you buy that fund? Well, if you didn't, there's no need to kick yourself.
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Wednesday, May 28, 2014
Nickel, Palladium and Platinum Metals Outperforming in 2014 / Commodities / Metals & Mining
Summary
- Platinum, Palladium and Nickel are outperforming the S&P 500 by a wide margin in 2014.
- The relative strength is fundamentally due to declining supply from key regions such as South Africa, Russia and Indonesia.
- Growth for Platinum, Palladium and Nickel is very strong especially in growing economies in Asia which need catalytic converters and stainless steel.
- China has hardly any domestic PGM or nickel production. They must import.
- Focus on advanced PGM/Nickel development projects in stable jurisdictions in North America.
Wednesday, May 28, 2014
The Achilles Heel of the Russian-Chinese Natural Gas Deal / Commodities / Natural Gas
Dr. Kent Moors writes: Pundits have been quick to label last week’s mammoth gas deal between Russia and China as “historic.”
That may be true. But the fact is there are a number of important elements in the $400 billion agreement that have yet to be decided.
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Tuesday, May 27, 2014
Gold & Silver Price More of the Same – For How Long? / Commodities / Gold and Silver 2014
Briefly: In our opinion speculative short positions (half) in gold, silver, and mining stocks are justified from the risk/reward perspective.
The history repeats itself once again – gold just attempted to move higher but failed to ignite anything more than a small daily rally. Let’s see if there’s anything that this can tell us (charts courtesy of http://stockcharts.com).
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Tuesday, May 27, 2014
Silver to Gold Ratio: 27 Years of Price Data / Commodities / Gold and Silver 2014
Statistically, gold and silver prices closely follow each other. But what is more important is the ratio between silver and gold and the trend of that ratio.
Examine the following chart.
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Tuesday, May 27, 2014
Agri-Foods Dramatic Price Rise During 2014 / Commodities / Agricultural Commodities
Agri-Commodities Prices Winning - Or, how long does it take the Street to identify an elephant in the room? Apparently the answer to that question is a time period longer than should be the case. As portrayed in the chart below, Agri-Food prices have been rising fairly dramatically thus far this year. With an average gain of about 10% since the beginning of the year, eating is becoming far more expensive. Rather than a short-term phenomenon, higher prices for Agri-Foods over time are part of the future, an unavoidable one.
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Monday, May 26, 2014
Silver Price Set To Stun / Commodities / Gold and Silver 2014
Where to begin with silver? I guess there is no better place than the yearly chart. Let’s have a look.
YEARLY CHART
Monday, May 26, 2014
Antinomic European Energy Security Strategy Tweets / Commodities / Energy Resources
Roll Out the Antinomics
Antimony the metal (Sb) has a history stretching back to at least 3000 BC, when in Predynastic Egypt it was used to make kohl or eyeliner – giving the metal the name “wide-eyed”. However, by the start of the European age, it was also called the “monk-killer”. Combining the two, we have a wide-eyed monk-killer, which is a useful extra definition of antinomic. This is usually defined as a total contradiction in and between a pair of statements, or a paradox operating either internally, within the statement or statements, or relative to their external semantic referent.
Sunday, May 25, 2014
Barclays Fined For Brazenly Manipulating the Price of Gold With the 'Dr. Evil Strategy' / Commodities / Market Manipulation
“The whole purpose of propaganda is to make the obvious seem obscure, or offensive.” - Stefan Molyneux
In this case action was taken because a large option customer complained to Barclays, which in turn gave the trader up to the FSA. And so Barclays threw one of their traders to the regulators. Read full article... Read full article...
Saturday, May 24, 2014
Gold And Silver Price Central Bank Manipulation Or Chinese Accomodation? Both / Commodities / Gold and Silver 2014
It certainly started out as central bank manipulation, doing everything possible to cover their theft and resulting deficiency of replaceable physical gold. Almost all of their unauthorized reselling or hypothecating went unnoticed or without any ability to stop the activity. China had a lot of its gold stored in the United States that was stolen in the 1990s. She has since become the world-leading economic powerhouse and is now in a position to force the Rothschild elites to make good on the theft, which they are doing.
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Saturday, May 24, 2014
Gold and Silver Price Turnaround Alert / Commodities / Gold and Silver 2014
Briefly: In our opinion speculative short positions (half) in gold, silver, and mining stocks are justified from the risk/reward perspective.
The history repeats itself and we have just seen another example confirming this statement. Gold once again moved higher initially but failed to hold its gains even until the end of the session. This made yesterday's session very similar to May 19. The intra-day high was once again lower. Before discussing this situation, let's take a look at the USD Index (charts courtesy of http://stockcharts.com).
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Friday, May 23, 2014
All Along the Silver Demonetization Watchtower / Commodities / Gold and Silver 2014
The particularly ruthless destruction of wealth that disproportionately have an effect on the poor and elderly is a process that slowly, then all at once, destroys the middle class - which has its roots in the debasement of money.
This is as pervasive today as it was in the days of coin clipping.
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Friday, May 23, 2014
Gold Safer Than A Bank Account...But Only If You Follow This Crucial Advice / Commodities / Gold and Silver 2014
Vin Maru writes: While investors in the precious metals sector had to endure a tough bear market in the past couple of years, there is a glimmer of golden light at the end of this dark tunnel. The fundamentals for gold ownership have not changed and remain as strong as ever, and that's why our special report Getting Your Gold Out Of Dodge (GYGOOD) comes highly recommended. Over two years ago, I started researching and writing this report with The Dollar Vigilante team. It is a complete compendium on how to internationalize your precious metal's holdings and move them out of the western financial system.
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Thursday, May 22, 2014
Gold Price Shaping Up for the Next Plunge / Commodities / Gold and Silver 2014
Austin Galt writes: I always begin my analysis by looking at the big picture to determine what is the overall trend and where we are in that trend. That means starting by looking at the yearly chart. I also like to keep my charts simple so things aren’t too confusing and I don’t start jumping at shadows.
YEARLY CHART
Thursday, May 22, 2014
The California Shale Bubble Just Burst / Commodities / Fracking
The great hype surrounding the advent of a shale gas bonanza in California may turn out to be just that: hype. The U.S. Energy Information Administration (EIA) – the statistical arm of the Department of Energy – has downgraded its estimate of the total amount of recoverable oil in the Monterey Shale by a whopping 96 percent. Its previous estimate pegged the recoverable resource in California’s shale formation at 13.7 billion barrels but it now only thinks that there are 600 million barrels available.Read full article... Read full article...