Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Monday, May 20, 2013
Bottoming Gold Should be Bought as Stocks Approach Blow off Top / Commodities / Gold and Silver 2013
For those of you who are short of time and are accustomed to scrolling down to the bottom of an article to read its conclusions I'm going to save you the trouble by putting the conclusions at the start: the broad US stockmarkets are approaching a parabolic blowoff top and should be sold, and gold and silver are bottoming and should be bought. If you have fallen to the floor laughing at this suggestion it is a sign that you have been brainwashed by The Ministry of Disinformation and you are warned to pull yourself together and take the time to calmly consider the hard facts presented below - otherwise you won't be laughing at all in a few months when YOU will be lying face down in the dirt with tire tracks across your back.
Read full article... Read full article...
Monday, May 20, 2013
Commodities Bear Market Elliott Wave Analysis / Commodities / Commodities Trading
We have written about the commodity market over the years, and have been generally bearish for quite some time. The typical commodity bull market lasts about 13 years, followed by about a 21 year bear market. This is the 34-year cycle. Commodity bull markets usually begin near the beginning of stock market Secular inflation/deflation cycles. Then end just before these cycles end. During the stock market Secular growth cycles commodities remain in a longer term bear market.
Read full article... Read full article...
Sunday, May 19, 2013
Gold Supply and Demand Fundamentals for Q1 2013 / Commodities / Gold and Silver 2013
Global gold demand for the first quarter of 2013 declined both in terms of tonnage (-13%) and dollars (-16%).
The volume decline was driven primarily by 177 tonnes of outflows from ETFs, versus inflows of 53 tonnes last year. If we remove this component from the mix, total global demand actually increased by 8% during the first quarter.
Read full article... Read full article...
Sunday, May 19, 2013
Why You Should Short Gold / Commodities / Gold and Silver 2013
Tom Clayton writes: Short Gold is at the top of my list of a possible continuous of the deterioration in the $Price of Gold. Using the the Charts, It is easier to visualize. With the stockmarket making new highs weekly, why own gold. With Inflation under control, according to Fed figures, if you can believe after eliminating the Volatile Prices of Food and Energy.. which is the heart of Inflation..Right? The rate of inflation is reported at 3.1% but if you include Food & Energy.. it would be over 10% and unemployment would be 15% after eliminating those who have given up looking for a job, according to John Williams of Shadow Statistics. Anyway, inflation of 3.1% is “no reason to own Gold”?
Read full article... Read full article...
Sunday, May 19, 2013
Crude Oil Price Rides With The Asset Bubble - But Not Forever / Commodities / Crude Oil
BUBBLE TROUBLE
Indicators as wide-ranging as real-versus-official inflation indexes, T-bond fundamentals against daytrade technicals and all major stock markets hitting the roof have a faithful tracker in the paper oil asset boom. For many, the orgy of central bank "easing" is a prime mover of this megatrend, and the attitude of central bankers can be gleaned by the comment, reported by Reuters May 13, from the head of Italy's central bank, Ignazio Visco, who is also a policymaker of the European Central Bank. Visco suggests that the ECB could cut its deposit rate below zero, effectively charging banks for parking any spare cash they do not lend. Although paper gold has now wilted, with plenty of help from market manipulators oil has temporarily, only temporarily gone the other way.
Sunday, May 19, 2013
Gold And Silver True Story Is All About Time - Be Prepared / Commodities / Gold and Silver 2013
We are going to start off with one of the most eye-popping pictures of just one central bank, the privately owned corporate Federal Reserve, and its purported gold holding. Occasionally, we drop a bit of history that most people either ignore or simply do not believe, but this one cannot be conveniently shunted aside.
One of the provisions in the FEDERAL Constitution, the 14th Amendment, [the original, organic Constitution had only 10 provisions, aka The Bill Of Rights], a hornet's nest for an unsuspecting public, we our focus in on the one germane to the graph below. It is found in Section 4:
Read full article... Read full article...
Saturday, May 18, 2013
Commodities Boom to be Driven by the Urbanisation of 1 Billion More People / Commodities / Demographics
Many, many years ago during a lengthy argument with a friend he told me to 'give it a doubt' - he meant I was wrong.
The herd is convinced the commodities boom is over. Doom and gloom, the sky is falling, the bears argument sounds convincing - growth has stopped, economies are slowing. Looking at the TSX.V's performance (most of the world's mineral exploration firms call the Venture Exchange home) it's as if people are convinced the need to search for, develop and mine new mineral deposits is over.
Read full article... Read full article...
Friday, May 17, 2013
The Last Investable Moment for Silver / Commodities / Gold and Silver 2013
In the context of the current U.S. Dollar valuation bubble, silver’s eventual price rise seem inevitable. This paper currency bubble commenced with a desperate flight to quality, despite the fact that the U.S. Dollar had been an intrinsically worthless currency since it was taken off the gold standard by Nixon in the early 1970’s.
Silver is one of many sought after investment choices when risk aversion is high. What makes it a convenient choice happens to be that the metallic commodity has special qualities that have historically made it one of the best forms of money.
Read full article... Read full article...
Friday, May 17, 2013
Silver COT Report - The Day the Numbers Lied / Commodities / Gold and Silver 2013
Prices ended down slightly once again for both silver and gold last week. There was no great change noted in the COT reports for either precious metal, and the monthly Bank Participation Report was a non-event for silver. This is once again leaving many observers scratching their heads about the suddenly questionable reliability of these numbers.
Read full article... Read full article...
Friday, May 17, 2013
Gold Wars: U.S. Undermining Iranian Currency By Blocking Gold Imports / Commodities / Gold and Silver 2013
Today’s AM fix was USD 1,376.75, EUR 1,069.15 and GBP 903.62 per ounce.
Yesterday’s AM fix was USD 1,377.00, EUR 1,070.01 and GBP 904.32 per ounce.
Friday, May 17, 2013
The Key Reason to Buy Gold Stocks Now / Commodities / Gold and Silver Stocks 2013
Tony Daltorio writes: One of the most successful long-term strategies when hunting for the best stocks to buy is contrarian investing.
It's a rather simple strategy: buy something when it is out of favor and everyone else is selling, which leads to bargain prices. Then wait for sentiment to turn, sell and pocket your profit.
Read full article... Read full article...
Friday, May 17, 2013
Will Soaring Stock Market Indices Hit the Ceiling? / Commodities / Gold and Silver 2013
Moe Zulfiqar writes: The stock market rally that began in March of 2009 is gaining attention once again. The key stock indices have surpassed the highs they registered before the U.S. economy was hit with a financial crisis and the ones made at the peak of the tech boom.
With all this, the direction in which the key stock indices are headed next has become a topic of discussion among investors: can they go any higher? Or we are bound to see another market sell-off, like the one we saw in 2008 and early 2009?
Thursday, May 16, 2013
European Natural Gas Industry's Green Rage / Commodities / Natural Gas
DYING IN GREEN TAPE
BusinessEurope president Jürgen Thumann speaking to EurActiv at the European Business Summit which opened 15 May, squarely blamed the European Commission for "the negative effects of green tape”, also saying EU regulations create ‘unnecessary burdensome legislative instruments in climate, energy and environment policies’. One of these is the so-called Third energy package, which is supposed to encourage Europe's gas importers, producers, pipeline transporters, distributors and users, because gas is cleaner-burning, lower emission and therefore preferable to coal for power generation. Gas-fired power is also the fastest-response, best backup power choice to run with renewable power.
Thursday, May 16, 2013
Controlling the Beginning Stages of Hyperinflation by Manipulating the Gold and Silver Prices / Commodities / Gold and Silver 2013
The tactic by the Fed and Central Banks is to inflate the stock markets while manipulating the price of gold and silver lower. This achieves two goals, 1) it reassures the public’s faith by pumping up stock prices while the economic indicators continue to deteriorate and 2) it elevates the dollar while it destroys market sentiment in the precious metals.
So far, the strategy has worked. Some of the toughest gold and silver bugs are becoming extremely frustrated and downright bearish. You can’t blame them as this is typical human psychology. Although, extremes and manipulations never last forever and at some point in time they reverse.
Read full article... Read full article...
Thursday, May 16, 2013
Silver and the Dow / Commodities / Gold and Silver 2013
The Dow making new highs is likely to be very good news for silver investors, because nominal silver peaks tend to come after significant nominal peaks in the Dow. These stock market rallies are driven by the expansion of the money supply, causing a big increase in value of paper assets (including stocks) relative to real assets.Read full article... Read full article...
Thursday, May 16, 2013
Gold Bullion Demand Remains Strong Whilst Price Remains Weak / Commodities / Gold and Silver 2013
Today’s AM fix was USD 1,377.00, EUR 1,070.01 and GBP 904.32 per ounce.
Yesterday’s AM fix was USD 1,412.25, EUR 1,094.51 and GBP 926.67 per ounce.
Wednesday, May 15, 2013
The Coming Natural Gas Boom - These Will Soon be the World's Most Profitable Corporations / Commodities / Natural Gas
Porter Stansberry writes: I'm extremely bullish on natural gas.
That might sound strange to you. If you've been reading our work for any amount of time, you've heard about new drilling techniques that have produced a tremendous glut of natural gas in the U.S.
Wednesday, May 15, 2013
Gold and Bitcoin are the Currencies of the Future / Commodities / Gold and Silver 2013
Europe, says James Turk, founder and chairman of GoldMoney, is in the midst of two crises—one in the banking sector, the other related to economic activity, and capital is needed to solve both. As to the allegedly strong dollar, Turk, in this interview with The Gold Report, suggests comparing it to the price of gold rather than other fiat currencies for a better picture. And the world's newest currency—Bitcoin—has a lot in common with one of the oldest—gold.
The Gold Report: James, from your perspective in Europe, is the region in as bad a financial crisis as it appears in the headlines here in the U.S.?
Read full article... Read full article...
Wednesday, May 15, 2013
Putin’s Power Play to Change the Uranium Mining Sector / Commodities / Uranium
The last time Vladimir Putin was president, he laid the foundation to pull Mother Russia from the wreck of economic chaos to a world power once again. This time, he's ready to extend that influence to counter the West. His tools: Russia's abundant resources of energy, including uranium.
There's a new war developing on the continent, and the weapons this time will be oil wells, gas fields, and uranium mines, pipelines and ports, processing facilities, and supply deals.
Read full article... Read full article...
Wednesday, May 15, 2013
Gold and Silver Hit 3-Week Lows, ETFs "Could Sell Another 250 Tonnes of Gold" / Commodities / Gold and Silver 2013
WHOLESALE gold bullion prices fell to three week lows around $1410 an ounce Wednesday, as European stock markets ticked higher, reversing earlier losses following disappointing Eurozone growth data.
Gold in Euros fell as low as €1094 an ounce, while gold in Sterling fell below £930 an ounce.
Read full article... Read full article...