Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, April 15, 2014
Understanding (and Ignoring) the Media Bandwagon Against Gold / Commodities / Gold and Silver 2014
By: James_West
For those of us who media often refers to as “gold bugs”, the fragility of popular sentiment toward not just gold and silver, but toward all investments generally, is the biggest barrier to a sane, free and fair market. The willingness of the majority to embrace opinions parroted by mainstream media and repeated dutifully by talking heads and other erstwhile shills for U.S. dollar interests simply because they are far more numerous than negative ones, and are delivered by talking heads who manage billions, is frustrating.
Tuesday, April 15, 2014
When Stock Market Bubble Crashes, Take Refuge in Gold Stocks / Commodities / Gold and Silver Stocks 2014
By: The_Gold_Report
An overinflated equities market could be good news for metals and mining stocks. In this interview with The Gold Report, Morning Notes Publisher Michael Berry shares two scenarios that could follow an imminent crash and four gold companies that could be perfectly positioned to take advantage of a reset credit market.
The Gold Report: Mike, you've been watching the stock market and, by extension, the precious metals markets very closely for signs of a larger equity market blow-off that could send gold higher. What makes you think the Dow Jones Industrial Average and the NASDAQ are in a bubble? What are the signs that a crash might be imminent?
Read full article... Read full article...
Monday, April 14, 2014
Silver Price Ultimate Rally: When Paper Assets Collapse / Commodities / Gold and Silver 2014
By: Hubert_Moolman
The relationship between the Dow and silver has been very consistent during the last 100 years. After each of the major Dow peaks (real, not necessarily nominal peaks), we eventually had a major bottom in silver. Below, is a 100-year inflation-adjusted Dow chart:
Monday, April 14, 2014
Fourth Reversals in The Gold and Silver Charts / Commodities / Gold and Silver Stocks 2014
By: Rambus_Chartology
In this Weekend Report I would like to look under the hood of some of the precious metals stocks indexes to see what is really taking place. We'll look at a bunch of PM stocks to get a feel for where we are in the short, intermediate and long term pictures. When one just observes an index you really don't get to see, in detail, the stocks that make up that index that could be showing some important clues to the overall big picture. For instance, there are just three or four of the biggest of the big cap precious metals stocks that account for a large percentage move for say the HUI. There are many more stocks in the index but they don't carry as much weight.
Sunday, April 13, 2014
Gold and Silver Flight To Safety / Commodities / Gold and Silver 2014
By: Jesse
The miners continued to get pounded along with tech momentum stocks as this week turned out badly for equities overall.
Gold is still outperforming silver, and has the taste of a minor 'flight to safety' in the price action.
The Comex warehouses continue to be a foggy snoozer, and stopped contracts are a formidable percentage of the deliverable gold category.
Saturday, April 12, 2014
Gold And Silver – 2014 Coud Be A Yawner; Be Prepared For A Surprise / Commodities / Gold and Silver 2014
By: Michael_Noonan
For the past year, we have been saying that the charts for gold and silver are likely bottoming in a normal manner, and it takes time for a this kind of formation to complete itself. It remains the case, to date.
What is likely to cause a sharp price reversal to the upside for gold and silver? If both were allowed to simply adjust to inflation, you would see a fairly substantial rally. Given that will not be the case, what will be a/the catalyst for a precious metal [PM] change in trend?
Saturday, April 12, 2014
Gold Preparing to Launch as U.S. Dollar Drops to Key Support / Commodities / Gold and Silver 2014
By: Jason_Hamlin
Gold bugs have been forecasting a dollar collapse for years. They have been correct about the gold price, which has advanced nearly 400% in the past 12 years versus a gain of just 64% for the S&P 500. They were also correct about the dollar during the first phase of the gold bull market (2001-2008), when the USD index fell from 120 to around 72.
Friday, April 11, 2014
GDX Gold Stocks Benchmark / Commodities / Gold and Silver 2014
By: Zeal_LLC
The American GDX Gold Miners ETF is slowly becoming the de-facto standard for measuring gold-stock performance. Nearing its eighth birthday, GDX has even usurped the venerable HUI gold-stock index as this sector’s metric of choice in many circles. While GDX has advantages and disadvantages compared to the traditional HUI, it is an excellent gold-stock benchmark. But it still falls far short of individual stock picking.
Friday, April 11, 2014
Better Tone to Gold and Silver / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
Gold and silver prices gained modestly over the week, during which the latest FOMC minutes were released. These were generally read to be more dovish compared with the previous month.
FOMC members appear from the minutes to be confused. The previous month’s conclusion, that if it wasn’t for the weather the economy is improving and so interest rates will increase a little earlier than expected, is replaced with renewed anxiety about the outlook now the weather has improved. And who can blame them: after QE1, 2 and 3, some iffy numbers like unemployment have fallen, but where’s the price inflation? The overriding concern for all central bankers is still the prospect of deflation.
Friday, April 11, 2014
Gold and Bail-ins / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
I am often asked whether or not western governments are likely to confiscate gold, and my answer has invariably been on the lines of "unlikely at the moment, because so few people own gold". However given low stock levels in western vaults and that bail-ins are on the agenda the answer to the question should be reconsidered.
Read full article... Read full article...
Friday, April 11, 2014
Silver Price Finally Outperforms – How Bullish Is That? / Commodities / Gold and Silver 2014
By: P_Radomski_CFA
Briefly: In our opinion the speculative short positions (full) in gold, silver, and mining stocks are justified from the risk/reward perspective.
We sent out 2 Gold & Silver Trading Alerts yesterday and the situation at this time remains just as we described it in the second of them. Consequently, we will mostly quote it, illustrate the phenomena mentioned, and add more comments when necessary. Let’s start with gold (charts courtesy of http://stockcharts.com).
Read full article... Read full article...
Friday, April 11, 2014
Does the Gold Price reflect true gold Demand and Supply? / Commodities / Gold and Silver 2014
By: Julian_DW_Phillips
In short, no it doesn't! We will look at why not, in this article.
The Gold Fix
Despite the furore surrounding the Gold Fix [unfairly, we believe] it is a singularly determined attempt amongst commodities to set a twice daily price that does reflect demand and supply of gold, at those moments. To understand this we have to see what happens at the Fixing sessions.
Read full article... Read full article...
Friday, April 11, 2014
More Weakness Ahead for Gold and Silver / Commodities / Gold and Silver 2014
By: Jordan_Roy_Byrne
The Fed minutes were dovish and this helped push Gold above $1310 to $1320. However, the miners, which usually lead the metals did little to confirm the rise. In fact, the miners have been relatively weak in recent days and had a bearish reversal on Thursday. Their rebound from an oversold condition has petered out. Another point is Gold, during this rebound has made no progress against foreign currencies. It’s starting to show some strength against the equity market but it needs to show strength against all currencies and not function only as the inverse of the US Dollar. Be on alert as the short-term trend for precious metals (especially the miners) could resume to the downside.
Read full article... Read full article...
Friday, April 11, 2014
Russia Invaded Crimea and These US Energy Companies Made a Killing / Commodities / Energy Resources
By: The_Energy_Report
Don't put all your investments in one stock, warns S&A Resource Report Editor Matt Badiali. In this interview with The Energy Report, he shares a basket of companies that are extracting higher margins with ever-evolving shale drilling methods. Find out about his top tenbagger opportunities at home, in the so-called new science and factory shales, as well as his favorites in the far reaches of Kurdistan, where an eventual takeover draft looks likely.
The Energy Report: In a recent Daily Resource Update, you wrote a piece called, "Here's How Russia's Invasion of Crimea Could Benefit Some U.S. Oil Companies," and it wasn't the oil producing companies I assumed from the headline. Tell us, what companies could benefit.
Read full article... Read full article...
Thursday, April 10, 2014
Chinese Checkers with Gold Prices / Commodities / Gold and Silver 2014
By: John_Browne
For decades many of us in the hard money world have speculated that cloak and dagger activity by large financial interests has played a large role in determining performance in the gold market. The focus of this alleged manipulation is believed to be in the London market, and has been widely referred to as "The London Fix." However those who have blown the whistle have been dismissed as alarmists, gold bugs, conspiracy theorists or worse. But recent revelations should bring us closer to the truth.
Thursday, April 10, 2014
Gold Traders Resolve Tested / Commodities / Gold and Silver 2014
By: HRA_Advisory
Just when you thought it was safe to go back into the market the gold price and junior resource stocks drop and nervous traders declare the sky is falling yet again.
I’m not thrilled by the market action of the past two or three weeks but I also don’t think the basic narrative has changed. The gold price has corrected but I don’t think its rolled over unless it gets quite a bit lower. Likewise, the correction in the Venture Index is not large compared to some of its larger brethren and well within the bounds of what one would see as part of a larger bullish advance.
Read full article... Read full article...
Thursday, April 10, 2014
Mainstream Gold and Silver Analysis Out of Touch, Out of Context and Off the Mark / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
On average, every quarter we are exposed to yet another price guidance by a mainstream analyst. Such analysts usually reside within a large investment bank. These calls become focal points for a sector and often seem to carry with them some form of self fulfilling prophecy.What makes them qualified?
Read full article... Read full article...
Wednesday, April 09, 2014
Monetary Collapse and Silver Price Not So Orderly Rise / Commodities / Gold and Silver 2014
By: Hubert_Moolman
We are about to see the end of our current international monetary system. Based on much of the evidence that I have written about previously, this appears to be a certainty. The systematic build-up of this current monetary order went together with the gradual phasing out of silver from the monetary order.
Wednesday, April 09, 2014
How will Gold respond to global Deflation? / Commodities / Gold and Silver 2014
By: Clif_Droke
With economies slowing down in China, Japan, Eastern Europe and other regions of the globe, many investors wonder if 2014 will deliver another global deflationary epidemic. As I’ll explain in this commentary, the next six months has the potential to be the most exciting period for investors since the 2010 financial crisis in Europe. Read full article... Read full article...
Tuesday, April 08, 2014
Marc Faber Warns Get Your Gold Out Of The US NOW! / Commodities / Gold and Silver 2014
By: Jeff_Berwick
This is an incredibly crucial time. What I have called the most dangerous time in human history for capital.
You could end up doing almost everything right in the end and still losing everything.
'How?' You ask.
Read full article... Read full article...