Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Sunday, November 01, 2020
Natural Gas Is on the Rise—And Huge Gains Could Be Lurking in This Dead Sector / Commodities / Natural Gas
By: The_Energy_Report
Independent financial analyst Matt Badiali explains why he expects natural gas to rebound and discusses six potential investments.
The oil price gets all the press. The price of a barrel collapsed during the Covid-19 lock down. Companies went bankrupt in droves. Now, the industry turned to mergers to survive.
Investors fled. The sentiment turned awful. No one cares about oil anymore. The future is electric cars…peak demand is right around the corner.
Right or wrong, the oil industry is deep in a bear market. And that brings opportunity.
For example, one unintended consequence to this collapse is a major decline in natural gas production. According to the Energy Information Administration (EIA) data, we haven't seen this big a drop in natural gas production since 2008.
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Sunday, November 01, 2020
Gold Stocks Continue To Disappoint / Commodities / Gold and Silver Stocks 2020
By: Kelsey_Williams
Apparently investors don’t tire of hearing the same old thing; and their advisors willingly provide the same questionable advice: “The best way to play this new bull market in gold is to buy gold stocks” or something to that effect. Are gold stocks a better choice than golditself? Let’s find out…
Four years ago, in 2016, I wrote the following:
“This year’s turnaround in gold mining shares had helped to buoy the hopes and dreams of investors who were ‘betting’ that their long, agonizing wait for euphoric, exponential gains is over. They continue to believe that the future for the Gold Mining Industry is quite rosy. Unfortunately, they are probably wrong.” (see Gold Mining Shares Are A Lousy Investment)
Just prior to that article being published, the HUI gold stock index had peaked at almost the 300 mark after tripling in price from the 100 level earlier that year in January.
The rise in share prices of gold stocks outstripped the increase in physical gold prices quite handily. Gold, itself, rose from $1070 to $1370 for a gain of twenty-eight percent. That’s nice, but not nearly so nice as the two-hundred percent gain in gold stocks.
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Saturday, October 31, 2020
Gold Is the Winner of the U.S. Presidential Election / Commodities / Gold and Silver Stocks 2020
By: The_Gold_Report
Frank Holmes, CEO and chief investment officer of U.S. Global Investors, says it doesn't matter if the U.S. sees a Red victory or a Blue victory in the presidential election; gold will be the real winner. In this far-ranging interview with Streetwise Reports, he discusses gold's prospects post-election, inflation, stock market performance, criteria to evaluate mining companies, and companies in U.S. Global funds.
Streetwise Reports: Frank, let's begin with gold. After a substantial rise in the price of the metal earlier this year, which went as high as $2,036 an ounce in early August, it has since been trading sideways, consolidating roughly around the $1,900 mark. What effect do you think the U.S. presidential election will have on the price of gold? Do you see different scenarios based on which candidate wins?
Frank Holmes: Well, you can hit the red button or the blue button, but I'm hitting the gold button, no matter which one it is. You have to sit back and look at macro forces and macro themes to understand gold and the drivers of gold.
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Saturday, October 31, 2020
Gold and Silver Prepare For Another Price Advance / Commodities / Gold & Silver 2020
By: Chris_Vermeulen
As we continue to near the November 3rd election day, Precious Metals have continued to trade within a narrow range suggesting price support is staying strong. It is my belief that potential downside risks for Gold and Silver will be relatively short-lived after the election. We believe the broad market decline witnessed on October 26, 2020, where the Dow Jones fell over 700 points, coupled with the fact Gold and Silver barely budged throughout the selloff, suggests support for Precious Metals has reached a “battle line”.
My research team has highlighted the current support and resistance price levels for both Gold and Silver on the charts below. We believe the initial support levels will hold up well throughout the pending election and that an upside breakout in both Gold and Silver are likely outcomes after the elections. Global traders and investors have already likely hedged their portfolios accordingly to attempt to eliminate risks, yet the fear of what is not known is one of the main drivers of appreciation in Precious Metals.
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Saturday, October 31, 2020
Gold Is Likely to Win This Election / Commodities / Gold & Silver 2020
By: Arkadiusz_Sieron
Trump and Biden debated for the second and last time in this campaign. So, who will win, and why gold is likely to be the biggest winner of them all?President Donald Trump and Democratic challenger Joe Biden met for the second and the last debate before the elections. Thankfully, this time things were less chaotic and with far fewer interruptions and insults. Perhaps Trump has acknowledged that his aggressive behavior was a liability and decided to change his approach – especially since this was his final opportunity to alter the presidential campaign dynamics.
However, it might be too late now. According to both nation-wide and state-by-state polls, and market bets, Biden is still in a significant lead (as the chart below shows). Moreover, because of the postal voting, many votes are already locked in, as a record 47 million Americans have already cast their ballots.
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Friday, October 30, 2020
Why a Biden Win will Keep Metals Prices Rocking / Commodities / Metals & Mining
By: Richard_Mills
Joe Biden’s performance in Thursday night’s presidential debate was solid. The former vice president was combative against Donald Trump and frequently had the billionaire US President on the defensive. Post-debate analysis centered around the question of whether Trump, who is behind in the polls, did enough to convince voters that taking a chance on Biden would not be in their best interests. The consensus was he had not.
At AOTH we want to know what is coming for the world economy, and just as importantly, what is in store for the metals we are invested in. If Biden wins the election, I am extremely bullish on industrial metals and precious metals, in particular gold, silver, copper, zinc, and nickel sulfides.
Why?
The Democrats winning the White House and both Houses of Congress would throw markets into a tizzy, causing investors to clamber for safe havens. Gold is the world’s oldest flight to safety and the logical response to market fear.
Installing a Democrat in the White House would also be good for gold (and silver) because of Biden’s propensity to add to the debt.
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Friday, October 30, 2020
Is Silver the Next Bitcoin? / Commodities / Gold & Silver 2020
By: The_Gold_Report
Peter Krauth compares silver and bitcoin and explains why he believes investors should own both.
At the risk of offending bitcoin or silver investors, I think this is a question worth asking.
I have been researching and following these assets for some time.
In my view, it's not an either-or dilemma. You should simply own both.
I believe silver and bitcoin remain massively undervalued, and that the market fundamentals of both these assets look extremely bullish.
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Thursday, October 29, 2020
Silver: A Conceivable Dead-Cat-Bounce on the Cards / Commodities / Gold & Silver 2020
By: P_Radomski_CFA
Silver is not just any industrial metal. Used as money for centuries, much longer than the fiat currencies have been used, with its specific properties that are also widely used in many industries (best conductor of heat and electricity), with crude oil, it is perhaps one of the most versatile commodities.
As far as the white metal is concerned, on September 24 th , we have warned you about the possible temporary rebound.
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Thursday, October 29, 2020
Election May Impact Near-Term Action in Gold & Silver / Commodities / Gold & Silver 2020
By: MoneyMetals
Metals broke out earlier in the year because there has likely never been so many fundamental reasons to buy gold and silver. We’ve seen economic turmoil, political strife, social unrest, a $3 trillion federal deficit, and a dollar weakened by fiscal and monetary stimulus – all happening at once.
How the markets finish the year will depend on whether these conditions persist.
The near-term bearish scenario for metals would probably have something in common with 2016. Donald Trump wins and investors feel more confident.
They could focus on buying risk assets, and they could be less motivated to buy safe-havens assets.
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Thursday, October 29, 2020
The Most Profitable Way To Play The Gold Boom / Commodities / Gold and Silver Stocks 2020
By: Submissions
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Wednesday, October 28, 2020
Silver Price Minor Dip Possible Before 2nd Major Upleg Starts / Commodities / Gold & Silver 2020
By: The_Gold_Report
Technical analyst Clive Maund charts silver and explains why he believes it is one of the best investments for these times.
With hyperinflation looming, silver has to be one of the best investments of these times, especially as it leverages gold's gains. This summer saw a spectacular high volume breakout from the giant base pattern that had been forming for years, as we can see on its latest 13-year chart, which is hardly surprising considering the Fed's white hot money creation. The breakout triggered a sharp run up that resulted in silver becoming heavily overbought in a zone of quite strong resistance, hence the reaction since early August, which is setting it up for the next big run.
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Wednesday, October 28, 2020
Gold Price One Last Dip Likely Then Major Upleg to New Highs / Commodities / Gold & Silver 2020
By: The_Gold_Report
Technical analyst Clive Maund takes a look at gold charts and explains why he believes the dollar price of gold will eventually skyrocket.
With a collapse in the dollar and hyperinflation now inevitable, it is clear that the dollar price of gold will eventually skyrocket, and when I say "eventually" I am not talking about in 5 or 10 years time. It is already starting to accelerate away to the upside and that means that the current dip has presented another buying opportunity, not just in gold itself but in silver and precious metals stocks too.
On gold's latest 13-year chart we can see that the giant Bowl pattern has already driven a breakout to new highs in recent months and in this context the minor reaction of recent weeks is a perfectly normal development that unwinds the overbought condition somewhat and rebalances sentiment. The Bowl pattern can also be described as a Cup, and very often a "Handle" forms to complement the Cup before further significant gains are made, which is a period of consolidation that proportion suggests could last a year or two. Should such a Handle now form it would clearly be a source of major annoyance and frustration to investors in the sector as it would mean their holdings would generally go nowhere for a year or two. However, things are deteriorating at such a rapid rate that it is considered most unlikely that gold would get bogged down in this manner.
The ongoing exponential rise in money creation to support a collapsing economy that has been made worse by the virus hysteria and disproportionate reaction of governments around the world means that the purchasing power of fiat most everywhere will decline at an accelerating rate, and since gold is "real money" that holds its value no matter what, it must therefore gain in price to compensate. What could therefore happen instead is that, rather than meander around for ages making a Handle, the steeply rising Bowl boundary generates a dramatic slingshot move higher in gold, which the current setup certainly makes possible, especially as it has just broken out to new highs. Before leaving the 13-year chart note the strong volume driving the advance up the right side of the Bowl and the strong volume indicators all of which indicates that a major bull market phase has begun, and with the 2011 highs having fallen, there is nothing to stop it. It is also interesting to observe how the freak March plunge, when everything was tanking, was contained and reversed by the Bowl boundary.
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Wednesday, October 28, 2020
Smart Money Is Going All-In On This New Gold Frontier / Commodities / Gold and Silver Stocks 2020
By: Submissions
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Tuesday, October 27, 2020
Gold Stocks Still Correcting / Commodities / Gold and Silver Stocks 2020
By: Zeal_LLC
The gold miners’ stocks are still correcting, continuing to rebalance both technicals and sentiment. This sector’s huge surge into early August spawned extreme overboughtness and universal euphoria, which are gradually being bled away. This same necessary and healthy corrective process is underway in gold itself, which overwhelmingly drives gold-stock price levels. This is leading to great buying opportunities.
Gold-stock speculators and investors are growing weary, wondering when miners’ next upleg will finally get running. Fully 2.5 months have passed since the gold stocks were rocketing higher with gold last summer, generating great excitement. Since then this sector has gradually ground sideways to lower, leaving traders increasingly discouraged. More are abandoning gold stocks as weeks drag on into months.
Corrections certainly aren’t easy to weather psychologically. Their mission is to eradicate the universal greed at preceding upleg toppings. That means gutting traders’ enthusiasm for a hot sector that has just soared. Losses unfolding and deepening over time are the only way to swing the sentiment pendulum back from euphoria to apathy to despair. That requires the great majority of traders to be forced to capitulate.
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Tuesday, October 27, 2020
Gold and Crypto: Is This How Charts Look Before A Monetary Collapse? / Commodities / Gold & Silver 2020
By: Hubert_Moolman
It is the the massive debt. It cannot be serviced. It will collapse the whole system.
The gold, silver and cryptocurrencies charts are showing signs of going parabolic. The US dollar is close to confirming a massive breakdown.
Gold, silver and cryptocurrencies all provide “crisis value” by simply being an acceptable debt-based fiat alternative. It is only later in this crisis that we will see a divergence between cryptocurrency and precious metals.
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Tuesday, October 27, 2020
Silver's Coming Double Trigger Shotgun Price Explosion / Commodities / Gold & Silver 2020
By: MoneyMetals
David Smith - Even in the competitive hunting/shooting community, few enthusiasts know about an arcane rifle known as a "double trigger shotgun." Essentially, it's a double-barrel shotgun having a trigger for each barrel.
This was an early day's design with the triggers located inside the trigger guard, back to front. It was possible to press both triggers at once, causing a double discharge, though for the most part this was not a good idea – since it caused twice the recoil, and was hard on both the shotgun and the shooter – especially if not anticipated.
Though this essay is not about shotguns, but rather silver, the above concept provides a perfect analogy for what I believe is in store – a double discharge for both silver demand and price in the reasonably near future!
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Tuesday, October 27, 2020
The $126 Billion Gold Opportunity in Australia / Commodities / Gold and Silver Stocks 2020
By: Submissions
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Monday, October 26, 2020
Do You Own Your Gold? / Commodities / Gold & Silver 2020
By: Nick_Barisheff
Whether you’re buying a brand new BMW or a second hand Range Rover, it’s necessary to secure clear title so you can sell or trade the vehicle in the future. If you purchase a home in The Hamptons or in the Vancouver suburbs, the title or warranty deed should ensure the property is unencumbered by a mortgage or tax lien. When acquiring gold, silver or platinum, you need documentation to prove you own the bullion and can take physical possession if desired. Without proper paperwork, you might not own the car, the mansion or the metal.
Do You Own Your Gold? | Nick BarisheffGold bars. Gold in the form of bullion.
While most people know the importance of owning an automobile or real estate outright, investors too often fail to obtain legal title to their precious metal holdings. This is an enormous and fundamental mistake. If you stash a handful of gold bars and silver coins in a home safe, you’re adequately covered, particularly if your bullion is insured with a rider to your homeowner’s policy. Possession, as it’s been said, is 9/10ths of the law. However, if your precious metals stack has outgrown your secret cellar vault, you’ll probably take the risks of self-storage into account and delegate someone else to store your bullion. In that case, it’s imperative to do your due diligence, making sure you have legal ownership of your wealth preservation stockpile.
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Monday, October 26, 2020
The Top Gold Stock for 2021 / Commodities / Gold and Silver Stocks 2020
By: Submissions
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Sunday, October 25, 2020
Three Unstoppable Forces Set to Drive Silver Prices / Commodities / Gold & Silver 2020
By: MoneyMetals
The threat of economically crippling lockdowns, the promise of unending monetary stimulus, and the uncertainty of game-changing political outcomes – this is the “new normal” for investors.
The COVID pandemic won’t be eradicated anytime soon. And even when it finally is, the economic and social costs will continue to be borne for years to come.
In such an environment, all conventional asset classes carry heightened risk. Certain types of assets, though, may now be well positioned to shine.
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