Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
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.
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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).
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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.
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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.
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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.
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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.
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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?
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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.
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Tuesday, April 08, 2014
Deviant Gold Q&A / Commodities / Gold and Silver 2014
By: DeviantInvestor
Based on questions, opinions, and rants from several websites, these are some typical questions and my answers:
Tuesday, April 08, 2014
Gold Miners Index: Domed House and Three Peaks Chart Pattern / Commodities / Gold and Silver Stocks 2014
By: Trader_MC
The Miners Index has made a perfect Domed House and Three Peaks Chart Pattern. This pattern, discovered by a stock market analyst, George Lindsay, can be found in multiple timeframes. On the following charts you can see the model of the Lindsay’s Domed House and Three Peaks Pattern, as well as the current chart of the Miners Index (HUI). You can notice that the HUI Index has made a perfect Domed House and Three Peaks Pattern during these last ten years.
Tuesday, April 08, 2014
What Gold Stock Insider Trading Tells Us / Commodities / Gold and Silver Stocks 2014
By: The_Gold_Report
Despite the recent big gains in gold stocks, company insiders and institutional investors are still 2.5 times more likely to be buyers than sellers. According to Ted Dixon, co-founder and CEO of INK Research, this shows that those in the know are still quite bullish, despite the pullback in March. In this interview with The Gold Report, Dixon names the top insider buyers by dollar amount and by volume and explains how investors should interpret this data.
The Gold Report: The price of gold fell more than 6% in March. To what do you attribute this?
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Tuesday, April 08, 2014
What’s Abuzz About Gold? / Commodities / Gold and Silver 2014
By: Frank_Holmes
Recently I visited the breathtaking city of Hong Kong to speak at the seventh-annual Mines and Money conference, Asia-Pacific’s premier event for mining investment deal-making and capital-raising. During my time in Asia I had the additional privilege of addressing the audience of the Asia Mining Club, alongside my good friend Robert Friedland, Executive Chairman and Founder of Ivanhoe Mines.
Monday, April 07, 2014
Cheap Oil Could Be a Big Problem / Commodities / Crude Oil
By: Investment_U
Steve McDonald writes: According to a recent Barron’s article, the huge shale oil and gas reserves in the U.S. and and worldwide will give a huge boost to the U.S. economy and drive oil prices down to as low as $75 in the next few years.
It only makes sense. According to optimistic estimates, the U.S. could be energy independent by 2020. That means a huge reversal of the status quo.
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Monday, April 07, 2014
Chinese Gold Demand Renewed Estimates / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
Geopolitical and market background
I have been revisiting estimates of the quantities of gold being absorbed by China, and yet again I have had to revise them upwards. Analysis of the detail discovered in historic information in the context of China’s gold strategy has allowed me for the first time to make reasonable estimates of vaulted gold, comprised of gold accounts at commercial banks, mine output and scrap. There is also compelling evidence mine output and scrap are being accumulated by the government in its own vaults, and not being delivered to satisfy public demand.
Monday, April 07, 2014
Gold Market Quarter-end Distortions / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
The gold price continued the previous week's fall into Monday, which was the end of the first quarter of 2014. Since then having reached a low point of $1278 in New York trading, gold rallied to a high of $1294 on Tuesday before weakening on Thursday morning.
The biggest influence was not stories and announcements, but the market-makers' attempts to reduce their exposure by the quarter-end. This can be clearly seen in the chart of gold and open interest below.
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Monday, April 07, 2014
Gold and Silver Markets Phase III Annihilation.... Are You Serious? / Commodities / Gold and Silver 2014
By: Rambus_Chartology
We’re going to do something a little different for the Weekend Report this week. I would like to give the spotlight to Sir Plunger for his most excellent work on the Phase 3 for the PM stocks bear market. It deserves to be read by the members of Rambus Chartology and the general public at large. I just want to thank you Sir Plunger for all the time, research, and energy it takes to put together something like your Phase 3 bear market outlook for the precious metals stocks.
As most of you know, Plunger is our resident expert on market history.
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Saturday, April 05, 2014
Power Of Elites More Important Than China’s Gold / Commodities / Gold and Silver 2014
By: Michael_Noonan
Being successful in trading has a lot to do with finding the developing "story" behind the price structure of a market. We had good results in February because we keyed into some very important pieces of market information that would lead to a likely result for the direction of price, or what we call "the story of the market." We had less success in March because the focus was more on trying to catch up to the story, where being just a step or so behind is not as rewarding, even resulting in loss.