Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, November 20, 2013
Will 2014 be the Year for Gold Bullion Investors? / Commodities / Gold and Silver 2014
By: InvestmentContrarian
Sasha Cekerevac writes: Last week’s testimony by Janet Yellen, President Obama’s choice for the next head of the Federal Reserve, was quite interesting. What I also found fascinating was the reaction in various markets.
Yellen was testifying in front of the Senate Banking Committee, and when asked about the possible formation of bubbles as a result of the Federal Reserve’s quantitative easing program, she stated point-blank, “By and large, I would say that I don’t see evidence at this point in major sectors of asset price misalignments.” (Source: Bloomberg, November 15, 2013.)
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Wednesday, November 20, 2013
Ultimately Gold and Silver Will Be The Ultimate Currency Video / Commodities / Gold and Silver 2014
By: GoldSilverWorlds
In his latest interview, David Morgan from The Morgan Report gives his view on the gold and silver outlook for 2014, how the dollar is steadily losing trust, why mainstream loves to talk down gold, and whether this is a good time to accumulate physical precious metals.
Wednesday, November 20, 2013
Are Canadian Energy Stocks Set for a Rebound? / Commodities / Oil Companies
By: OilPrice_Com
As Canadian energy stocks are finally seeing a bit of a push, and demand for Canadian commodities looks set to rise, juniors are confident that economics will ensure that Canadian oil—the cheapest in the world—will find its way to more markets, with or without Washington’s approval of Keystone XL. In the meantime, some sweet spots in the Western Canada Sedimentary Basin, like the Montney shale formation—are showing promise as gas turns into oil for the bigger players, while the juniors are hoping to piggyback on this new success.
Tuesday, November 19, 2013
Will Crude Oil Stocks Pause in Their Rally? / Commodities / Oil Companies
By: Nadia_Simmons
In our previous essay, we examined one of the most interesting relationships in the crude oil market – the one between oil stocks and other stocks, to find out if there's something else on the horizon that could drive oil stocks higher or lower in the near future. Back then, we wrote that there were periods of time when the S&P 500 Index was stronger than the oil stock index and that such divergences had triggered declines in both indices before.
Since that essay was published, we’ve seen similar price action. In the previous week, the S&P500 index broke above the previous high and hit a fresh all-time high. Meanwhile, although the XOI moved higher, the move ended slightly below the 2013 high.
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Tuesday, November 19, 2013
Is It True? Fed Official Apologizes for “Greatest Backdoor Wall Street Bailout of All Time” / Commodities / Gold and Silver 2013
By: InvestmentContrarian
Sasha Cekerevac writes: One of the most amazing things occurred the other day: a former Federal Reserve official apologized for being part of the quantitative easing program!
Andrew Huszar was an integral member of the Federal Reserve team put in place to launch the most aggressive, unprecedented quantitative easing program in the history of America.
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Tuesday, November 19, 2013
Jim Rogers on QE, Currency Wars, Gold and Inflation / Commodities / Gold and Silver 2013
By: Submissions
BGG writes: In this revealing interview with Birch Gold Group, Jim Rogers, legendary investor and author, explains just how badly Quantitative Easing and ongoing currency wars are damaging the U.S. economy, and why it’s so important for any person to protect their savings with physical gold and silver.
Tuesday, November 19, 2013
Understanding High-Grade Lump Graphite / Commodities / Graphene
By: The_Gold_Report
Four graphite ore samples are placed on a conference room table. Straight from the earth, which one can be used to write on a piece of paper? Answer: the lump graphite sample. In this interview with The Gold Report, Paul Ogilvie, CEO of the newly formed Saint Jean Carbon, explains the distinctive advantages of lump graphite from a mining and marketing perspective and describes his plan to create a profitable company from an uncommon form of high-grade graphite deposit. Read how the company is educating investors on this highest-grade form of graphite while restarting world-class mines using modern technology and an experienced business team.
Tuesday, November 19, 2013
Gold, Silver Prices and Mining Stocks Sector Have Not Bottomed Yet / Commodities / Gold and Silver Stocks 2013
By: Bob_Kirtley
As a bull on both gold and silver I do expect that this sector will shine once again, hopefully in the not too distant future. However we are still of the opinion that this gold bull market remains in a bear phase for now. The timing of market directional changes is critical to the success of any investment. We all know that it is impossible to pick the very top or the very bottom of the market and so enter and exit the market with absolute perfection. That just does not happen, but it is incumbent on us to try and get as close as possible to these turning points in order to maximise our profits.Read full article... Read full article...
Tuesday, November 19, 2013
Gold, Silver Prices and Mining Stocks About To Sell Off Again / Commodities / Gold and Silver 2013
By: Chris_Vermeulen
A couple weeks ago I posted these same charts talking about the pending breakout (in either direction) with silver, gold and mining stocks. Fast forwarding to this week its clear this sector continues its struggle to rally. Key support levels are now being tested and if these levels fail prepare for a sharp correction with mining stocks showing the most downside potential of roughly 25% for the GDX ETF trading fund.
Tuesday, November 19, 2013
Could Bad Data Be Depressing the Gold Price? Eric Sprott Says GFMS Stats Are Flawed / Commodities / Gold and Silver 2013
By: The_Gold_Report
Demand for gold bars, coins and jewelry increased to multiyear highs in the first half of 2013, but was offset by outflows from exchange-traded funds, according to the World Gold Council, which produces a quarterly Gold Demand Trends Report and recently released the first-ever Direct Economic Impact of Gold Report. Sprott Securities founder Eric Sprott questioned those statistics in a call-out on his website. He figures that the demand for gold is actually 3,000 tons more than the annual supply, and therefore the gold price will soon be much higher. What is the true demand for gold? How much is really available in any given year? Does supply and demand really determine the price of gold anymore? The Gold Report called Sprott and John Gravelle, global and Canadian mining leader for PwC, which produced the report for the World Gold Council, to find out.
Monday, November 18, 2013
Why is Crude Oil Overpriced? / Commodities / Crude Oil
By: Andrew_McKillop
POLITICAL RISK VERSUS ENERGY ECONOMICS
Expressed in terms of price for 1 barrel equivalent of oil energy at present market prices, world coal costs about $14.50 per barrel FOB (before transport costs), US domestic natural gas costs about $20.50 per barrel, while European and Asian natural gas is priced at more than $65 per barrel, but will surely and certainly decline in the next 3 – 4 years.
Monday, November 18, 2013
Bearish Bets on Gold Hiked Aggressively But Prices Move Sideways / Commodities / Gold and Silver 2013
By: Adrian_Ash
LONDON prices for gold reflected subdued dealing Monday morning, slipping 0.9% to $1279 by lunchtime as silver and other commodities also dropped but major government bond price edged higher.
European shares drifted lower as well, but the MSCI World index was pulled up to 6-year highs by a sharp rise in Chinese equities.
Monday, November 18, 2013
COMEX Gold Claims per Ounce Hit 69 to 1 / Commodities / Gold and Silver 2013
By: Jesse
Nothing much of note in the metals today as they continued to bump into overheard resistance.
There was little movement of gold bullion in or out of the Comex warehouses.
I had asked Nick Laird of Sharelynx to check his figures and it turns out that the 'claims per ounce' from yesterday were a bit light at 63. That did seem very little for a 51,000 ounce change in registered inventory.
Sunday, November 17, 2013
Gold And Silver When Fundamentals Fail And Charts Prevail / Commodities / Gold and Silver 2013
By: Michael_Noonan
There is a decline in the number of reads in our articles that do not provide a fully developed "fundamental" story about why gold and silver should be much higher in price, [but are not]. Relying upon charts to more accurately capture the developing "story" does not capture the imagination of as many readers, for whatever reason. We attribute this to Confirmation Bias where a reader wants to read an article that confirms his/her beliefs The accuracy/validity/truth may or may not be true, but is satisfies an emotional need for affirmation.
Saturday, November 16, 2013
Will Gold follow Gold and USD Higher? / Commodities / Gold and Silver 2013
By: P_Radomski_CFA
In our most recent article on gold, USD and Euro Indices we wrote that the outlook for the yellow metal was bearish just as the outlook for the Euro Index and just as it was bullish for the USD Index. At this time - since all of the above-mentioned markets moved in the opposite way - you might be wondering if we are sticking to the above analysis. In the medium-term, we do, but not in the short run. In fact, earlier this week we told our subscribers to cash in the profits from the short positions as the bullish correction was quite likely to be seen.
Friday, November 15, 2013
Gold Flows East As Three Pieces Of Bacon Sell For €105 Million / Commodities / Gold and Silver 2013
By: GoldCore
Today’s AM fix was USD 1,281.75, EUR 953.99 and GBP 797.65 per ounce. Yesterday’s AM fix was USD 1,266.00, EUR 951.25 and GBP 798.75 per ounce.
Gold rose $14.40 or 1.13% yesterday, closing at $1,294.07/oz. Silver hit a high $20.90 and closed the day with a gain of $0.25 closing at $20.81.
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Friday, November 15, 2013
Gold and Silver Wheels are Turning and You Can't Slow Down / Commodities / Gold and Silver 2013
By: Dr_Jeff_Lewis
We are aboard a speeding train that cannot speed up - neither can it slow down - due to fiat, default, and what will be remembered as the greatest credit fiasco in history. And the road is ending just up ahead. You can't go back and you can't stand still...
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Friday, November 15, 2013
Reasons to be Bullish on Gold / Commodities / Gold and Silver 2013
By: DailyGainsLetter
Mohammad Zulfiqar writes: Gold has gained a significant amount of negative attention lately, being called a “slam-dunk sell” not too long ago. While the bears have their reasons, I continue to be bullish on the shiny yellow metal for a few reasons of my own.
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Friday, November 15, 2013
Why the Sell-Off in Gold Bullion Is Based on Faulty Logic / Commodities / Gold and Silver 2013
By: InvestmentContrarian
Sasha Cekerevac writes: Over the last few days, gold bullion in U.S. dollars has been under selling pressure yet again. With the price of gold bullion pulling back, one obvious question arises: what’s the appropriate investment strategy at this point?
Many are pointing to talk that the Federal Reserve is about to reduce its monetary stimulus, and this has led some investors to adjust their investment strategy by reducing their gold bullion holdings.
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Friday, November 15, 2013
Gold - Will it Drop to $1000 or Was a Bottom Formed in Summer? / Commodities / Gold and Silver 2013
By: Toby_Connor
The blogosphere seems to have gotten the idea that I am predicting $1000 as a sure thing. Nothing could be further from the truth. I've said many times in the past that I think there are parties trying to push gold to that level. Will they succeed is anyone's guess, but I think they are clearly trying. I also believe that the bear market this past year was an artificial and manufactured move.