Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, May 09, 2014
How to Exploit the Coming Natural Gas Export Explosion / Commodities / Natural Gas
There's more than one way to invest in energy, and you don't have to choose between majors and juniors. Frank Curzio, editor of the Small Stock Specialist newsletter, tells us exactly why every investor needs a diversified portfolio of juniors, large-cap oil and gas producers and natural gas services. In this interview with The Energy Report, Curzio talks of a shifting political climate and why it could mean a massive boom for U.S. natural gas exports. Don't let yourself be caught out in the cold when the natural gas market catches fire.
The Energy Report: Frank, will the ongoing crisis in Ukraine keep oil prices above $100/barrel ($100/bbl)?
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Friday, May 09, 2014
Gold Stocks Rolling Over to Early Summer Low / Commodities / Gold and Silver Stocks 2014
Last week we speculated that a decline in May would create an opportunity. We concluded: The near term prognosis looks cut and dry. Until proven otherwise the short-term trend is down. If that is confirmed in the coming days then let these markets fall to strong support before buying. The Ukraine-induced alleged safe haven bid for Gold could be starting to come out of the market. Regardless of the cause, the charts for the miners (and Gold) continue to urge caution as lower prices are likely ahead before the next major turn.
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Thursday, May 08, 2014
Gold, Silver and Big Cap Tech, The New Odd Couple / Commodities / Gold and Silver 2014
Before we look at some charts tonight I would like to follow up on a post Sir SA Viking did at the Chartology Forum today about not trading in the first 30 minutes of a new trading day. He is absolutely correct. If you've been trading in the markets for any length of time then you have heard the expression that the first 30 minutes of trading is for amateurs. The reason for this old adage is because a lot of amateurs will trade on the previous days price action and have to get in a trade no matter what. Many times you will see the smart money fade the open after the first half hour of trading trapping the new guys that just had to buy. The only time I will trade in the first half hour is when we have a nice profit and the price action is close to a price objective that was laid out previous. I will usually try to sell in the first 15 minutes if possible.
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Wednesday, May 07, 2014
Gold Prices Coming to the End of Bear Phase / Commodities / Gold and Silver 2014
Background
It’s been almost 30 months since the gold bull hit the dizzy heights of $1900/oz back in August 2011, sending many of us into raptures. However, it has been a very different story since then with gold slipping to a low of $1180/oz in June 2013 before bouncing higher to almost touch the $1400/oz level. Fast forward to today and we have gold trading at around $1310/oz level, having tested the June bottom around Christmas time 2013. Many believe that the bottom is now in and the bull has resumed charge, with the bears being exhausted. We would like to agree with them but we are still of the opinion that a challenge to the June lows could still lie ahead of us.
Tuesday, May 06, 2014
Time to Admit That Gold Peaked in 2011? / Commodities / Gold and Silver 2014
Have you seen this “real price of gold” chart that’s been making waves? Among other things, it purports to show the gold price adjusted for inflation over the past 223 years. Notice the 1980 vs. 2011 levels.
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Monday, May 05, 2014
2014: Year of Commodities (May) / Commodities / Commodities Trading
Thus far in 2014, April ended on schedule and May arrived as expected. Well-placed sources, wishing to remain anonymous as they are not at liberty to speak on the matter, suggest that June will also arrive on time. That seems to sum up the only accurate components of the consensus forecast for 2014. As the chart below portrays, just about everything else continues to do the opposite of what was generally expected by the popular seers on the future.
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Monday, May 05, 2014
Gold, What About The Precious Metals Stocks Complex? / Commodities / Gold and Silver Stocks 2014
Before we look at the weekend charts I would like to quickly go over our three portfolios as some of you think I maybe not managing the risk portion correctly. As you know we have three portfolios made up of three different types of stocks. The Junior Portfolio is for the small cap PM stocks. The Model Portfolio is made up of the bigger cap stocks that can be precious metals stocks or stock market stocks or etf.s. The Kamikaze Portfolio is the speculative portion of the three portfolios , in which we generally trade the 3 X etf's.
Right now the Junior Portfolio is 100% cash waiting to be invested when the time is right. If you recall we caught part of the December to the March rally where we were 100% invested. After the March top we went to 100% cash with a small profit.
Monday, May 05, 2014
Safe Havens Since The Great Financial Crisis / Commodities / Gold and Silver 2014
How have the traditional safe havens performed since the great financial crash of 2008 / 2009? What can we expect from the traditional safe havens going forward? Those are the two questions we try to answer in this article.
The safe havens we look at in this article are the US Dollar, US Treasuries, gold and the Yen. Obviously, with a never seen amount of debt backing the US dollar and the Yen, some would (rightfully) question their safe haven status. However, the reality is that the market is considering them safe havens, because of a lack of globally accepted alternatives.
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Saturday, May 03, 2014
Gold And Silver – Elites Want War. Front Man Obama Pushing Hard / Commodities / Gold and Silver 2014
The modus operandi of the elites is to create chaos, preferably in the form of [profitable for them] war. Their purpose is to create major headaches for governments and people. The next step is to “offer solutions” to end the chaos. Without fail, the solutions always favor the elite who gain more control as part of the cost for the rescue.
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Saturday, May 03, 2014
Institutions Mislead The Public About Silver Investment Demand / Commodities / Gold and Silver 2014
There's a lot of shortsighted and incorrect silver analysis out there, so it's imperative that you consider the information in this article. CPM Group just announced the release of their 2014 Silver Yearbook. In their statement they implied that "Net Global Silver Investment" declined in 2013, while fabrication demand increased.
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Friday, May 02, 2014
Gold and Silver Price Continue to Drift / Commodities / Gold and Silver 2014
Gold kicked off the week at just over $1300 before declining to a low of $1278 yesterday. Most of the time prices just moved sideways, drifting lower from time to time to test support. And when support materialised, the price quickly reacted upwards, because no bullion bank really wants to sell; instead they are trying to close short positions as profitably as possible.Read full article... Read full article...
Friday, May 02, 2014
Why They Don't Care About Your Gold and Silver / Commodities / Gold and Silver 2014
"Society everywhere is in conspiracy against the manhood of every one of its members." -Ralph Waldo Emerson
The low hanging fruit of retirement assets currently overwhelm any return on investment for punishing gold and silver investors. This is in addition to the very liquid numismatic and graded coin markets - which add another layer to the complexity of enforcing or confiscating metals.
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Friday, May 02, 2014
May Decline in Gold and Silver Stocks Would Create Opportunity / Commodities / Gold and Silver Stocks 2014
Last week we noted that the gold and silver shares had formed a short-term rebound in response to an oversold condition. Yet we felt that the downtrend that originated from the hard reversal in March was still in effect. As we go to publish, the rebound appears to be petering out. Be aware that there is more potential downside in May. The good news is a decline in May will likely create a great buying opportunity at the end of the month and in June.
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Friday, May 02, 2014
The Ukrainian Shadow on the Energy Markets / Commodities / Energy Resources
Dr. Kent Moors writes: I’ve spent the last two days in Baltimore, hammering out the details on my next big project. So stay tuned, there are some exciting new opportunities headed your way very shortly.
However, before heading out of town, I was scheduled to do an interview with CNBC Asia. Given the time difference, that meant I needed to be in a Baltimore studio at 1 o’clock in the morning. The show was live from Singapore.
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Friday, May 02, 2014
The Best Way to Profit from Peak Oil / Commodities / Crude Oil
The era of cheap oil is over, declares Angelos Damaskos. In this interview with The Energy Report, the principal adviser of the Junior Oils Trust says that oil will become progressively more expensive to find, with prices topping the all-time high of $147 per barrel within 10 to 20 years. He counsels that investors should avoid the majors (too stodgy) and the pure explorers (too risky) and should instead choose producers or near-producers, highlighting five companies with good reserves and room to grow.
The Energy Report: You are the principal advisor of the Junior Oils Trust. What are the advantages of junior oil companies?
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Thursday, May 01, 2014
The Gold Price is Fixed. So What? / Commodities / Gold and Silver 2014
We can't ignore it anymore - the markets are rigged. The LIBOR scandal broke almost two years ago, and the banks found responsible for manipulating that key index are still dealing with lawsuits. Meanwhile, allegations of gold market manipulation have been simmering for over a decade and grew into an inferno after the spot price dropped dramatically last spring.
Yet I'm left wondering what the conspiracy theorists hope to accomplish. Yes, I believe in exposing truth for its own sake and that the individual investor should have the same opportunities in the marketplace as the big institutions. But with these conspiracists, there is often a subtext of, "Because the price is suppressed, buying gold is for suckers." I think this conclusion is precisely wrong.
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Thursday, May 01, 2014
The "Holy Grail" of Energy Investing Is Going to Make You – and Your Grandchildren – Rich / Commodities / Energy Resources
Dr. Kent Moors writes: Storage has long been one of energy's biggest "Holy Grails." It holds the key to every significant move into smart grids.
The reason is pretty simple: If energy cannot be stored, it is lost. Even transferring it from one type of energy to another is of little consequence unless you can reverse the erosion in the entire system.
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Thursday, May 01, 2014
Why is Gold Behaving this Way? / Commodities / Gold and Silver 2014
The chart of the gold and silver share price index below (source: Stockcharts.com) may be very worrying to some, and it may be a source of great relief to others. It shows a potential Head and Shoulders reversal pattern, with a neckline at 90 and a peak of 107.5. If the neckline is penetrated significantly on the downside, theory says that the target destination will be 90 – 17.5 = 72.5, which will imply a fall of 22% from current levels.
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Wednesday, April 30, 2014
China Controls The Gold Price / Commodities / Gold and Silver 2014
In addition to the latest excellent study of the Chinese gold market by the World Gold Council, we have received other reports on the Chinese gold market that differ with the conclusions drawn by the World Gold Council. But we shouldn't be surprised by this, not only because of the opaque nature of the Chinese gold market and the dearth of accurate statistics that are accessible. Which ones are right is critical for the conclusions each draw paint very different pictures of the future of the gold price.
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Wednesday, April 30, 2014
Gold Miners - End of the Bear Market? / Commodities / Gold and Silver Stocks 2014
The analysis of the past twenty years of the Miners Index is showing that an important bottom has been printed in December 2013. The Miners Index’s symmetrical sequence and also the relation between the Miners and the 78.6 Fibonacci Number (both in Price and Time) are validating this major low.
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