Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, July 15, 2017

COT Report Gets Even More Favorable For Gold And Silver / Commodities / Gold and Silver 2017

By: John_Rubino

Just a quick, happy update on the gold/silver COT reports. See last week’s post for a little more background.

Speculators are running scared in the paper precious metals markets. And that’s a good thing.

The past few months’ correction has finally led hedge funds and other technical/momentum traders to shed their long positions and load up on short bets. Meanwhile the Commercials, which tend to be right at big turning points, are becoming much more bullish.

Saturday, July 15, 2017

GOLD Bullish Price Action - DOW Contracting Triangle / Commodities / Gold and Silver 2017

By: Enda_Glynn

My Bias: market topping process ongoing
Wave Structure: Impulsive 5 wave structure, possibly topping in an all time high.
Long term wave count: Topping in wave (5)
Important risk events: USD: Empire State Manufacturing Index.

Friday, July 14, 2017

Picking Great Gold Stocks / Commodities / Gold and Silver Stocks 2017

By: Zeal_LLC

One of the primary keys to success in investment and speculation is picking the right stocks to trade.  That’s no mean feat, as it takes great effort, expertise, and time to winnow the whole field down to the likely winners with the best fundamentals.  Although deeply out of favor now in the summer doldrums, the small contrarian gold-stock sector has generated truly epic gains for investors and speculators over the years.

I’ve been in the financial-newsletter business for 17 years now, after founding my company Zeal LLC way back in early 2000.  I needed to do extensive markets and individual-stocks research to support my own personal speculation and investment, so I figured why not share it so others can benefit as well.  Since then I’ve researched and written 765 web essays, 204 monthly newsletters, and 748 weekly newsletters.

Friday, July 14, 2017

Should Platinum Be More Expensive Than Gold? / Commodities / Gold and Silver 2017

By: Arkadiusz_Sieron

Platinum is one of the rarest elements in the world, much rarer than gold. This is why historically the white metal has been more valuable – just think of platinum credit cards which offer greater privileges and prestige than the gold ones. However, the ‘little silver’ has recently been traded at a discount to gold, as one can see in the chart below.

Thursday, July 13, 2017

India Gold Imports Surge To 5 Year High – 220 Tons In May Alone / Commodities / Gold and Silver 2017

By: GoldCore

– India gold imports in H1, 2017 greater than all of 2016
– India imported 521 tonnes of gold in first half of 2017
– H1 figure for gold imports $22.2 Bln versus $23 Bln in all ’16
– Gold demand was up 15% year- on-year in the first quarter
– June gold imports climbed to an estimated 75 tonnes from 22.7 tonnes a year ago
– Annual total set to surpass 900 tons, strongest year since ’12
– “I trust gold more than the currencies of countries” – 63% of Indians in Survey

Thursday, July 13, 2017

Blockchain: The End of Gold Price Suppression / Commodities / Gold and Silver 2017

By: The_Gold_Report

With so many rumors and complaints over the years about flash crashes, overleveraging, taking advantage of clients and overcharging, blockchain could signal the end of big banks having their way on the Comex and paper metals markets, says Tom Beck, founder of Portfolio Wealth Global.

I bought my first gold and silver coins in 2003. I was 21, and well on my way to becoming a proponent of free markets and commodity-based money.

Thursday, July 13, 2017

There Is Only One Gold Fundamental… / Commodities / Gold and Silver 2017

By: Kelsey_Williams

There have been several articles recently proclaiming and detailing the fundamentals for gold. A few of them have some excellent points. Most of them don’t. 

And there have been some polite discussions of applicability, meaning, and intent with regards to specific claims.

Some of the discussions involve protracted technical analysis and are quite lengthy.  And some analysts have a special formula or barometer of their own, which they use to justify their claims or indicate correlation between gold and a wide variety of unrelated items.

Thursday, July 13, 2017

Gold and Silver: Your Stomach Is Probably Wrenching Right Now / Commodities / Gold and Silver 2017

By: The_Gold_Report

Wall Street's largest firm, Goldman Sachs, is throwing in the towel on commodities, which reminds Lior Gantz, Wealth Research Group's founder, of 1998, when Merrill Lynch closed its commodities desk very close to the end of a cyclical bottom.

Gold is up for the year, but silver just made a 52-week-low.

Thursday, July 13, 2017

Gold Industry Is In A Deep State Of Dysfunction, Delusion And Denial / Commodities / Gold and Silver 2017

By: Stewart_Dougherty

In 1980, the Financial Deep State realized that there existed an extraordinary opportunity for serial plunder and profiteering: the manipulation of the gold and silver markets. They immediately mobilized to exploit it.

During the subsequent 37+ years (we are now well into the 38th), the Deep State manipulators have criminally looted the gold and silver markets, pocketing astronomical profits for themselves in the process, all of which have come from real victims on the other sides of their fraudulent trades. While literally billions of people worldwide have been financially damaged by this crime, many of them severely, not one of the perpetrators has spent so much as ten seconds in jail for the global looting spree they have conducted. This is because precious metals price fraud is a state-sponsored crime.

Wednesday, July 12, 2017

Gold to Silver Ratio - Preparing for THE Bottom / Commodities / Gold and Silver 2017

By: P_Radomski_CFA

In the first part of the Preparing for THE Bottom series, we emphasized the need to be sure to stay alert and focused in the precious metals market, even though it may not appear all that interesting. We argued that preparing for the big moves in gold that are likely to be seen later this year should prove extremely worth one’s while. In the second part of the series, we discussed when, approximately, one can expect the key bottom in gold to form (reminder: this winter appears a likely target).

In today’s issue, we would like to feature one of the signs that are likely to confirm that the final bottom is indeed in. The thing that a relatively small number of investors follow (mostly those who have been interested in the sector for some time) are the intra-market ratios. One of the most important ones is the gold to silver ratio and to be honest, it’s no wonder that this ratio is so important – after all, gold and silver are the parts of the precious metals sector that practically everyone recognizes.

Tuesday, July 11, 2017

Gold Bull or Bear? Elliot Meets Bressert / Commodities / Gold and Silver 2017

By: SurfCity

I would like to provide an update on what my expectations are with respect to Gold and PMs for the remainder of 2017.

First off, I now no longer feel that early May hosted the ICL for Gold and PMs but I do expect an ICL to unfold in Gold over the next week or so (see my last chart of this post). This update will focus mostly on Cycles analysis but will also bring in some elements of Elliot Wave (EW) Theory that will give you some insight of what I am looking for at the next Intermediate Cycle Low (ICL) in Gold.  While I am not an EW expert or practitioner, I do understand its concepts and basic rules enough to use it in conjunction with my Cycle work.  Both methodologies try to use Major Lows to determine the direction of the longer Cycles or Waves.

Tuesday, July 11, 2017

Silver Price Plunge Is Nearing Completion / Commodities / Gold and Silver 2017

By: GoldCore

– Silver’s plunge is nearing completion – Bloomberg analyst
– Silver’s 10% sharp fall in seconds remains “mystery”
– Plunge despite anemic global supply and strong demand
– Total silver supply declined in ’16 – lowest level since ’13
– Silver mine production down in ’16, first time in 14 years
– Total silver supply decreased by 32.6 Mln Ozs in 2016
– Supply deficit in 2016- fourth consecutive year (see table)
– “Falling knife” caution but opportunity presenting itself

Tuesday, July 11, 2017

Gold Price Remains in Downtrend from 1295.94 / Commodities / Gold and Silver 2017

By: Franco_Shao

After breaking below the major support trend line from the January 27 low of 1180.51 to the May 9 low of 1214.17 on its daily chart, XAUUSD continued to break below the key support at 1214.17, confirming that the uptrend from the December 2016 low of 1122.56 had completed at the June 6 high of 1295.94 already.

Tuesday, July 11, 2017

Soaring Global Demand for Lithium Presents Triple-Digit Profit Scenario / Commodities / Lithium

By: WallStreetNation

Tuesday, July 11, 2017

Gold Price Outlook Increasingly Bullish / Commodities / Gold and Silver 2017

By: The_Gold_Report

Technical analyst Clive Maund is scouring the charts and finds strong bullish developments for gold that could mark the start of a growth phase.

I had thought that gold might escape its usual seasonal malaise this year, but it didn't and went into a rather sharp downtrend and dropped again quite sharply on Friday. The good news though is that this drop has not impacted the big picture at all, which remains strongly bullish, and a bonus is that this drop has flushed out a lot of remaining weak hands, as we will see when we come to the latest COT (Commitment of Traders) charts and set the sector for a reversal soon leading to a strong uptrend.

Monday, July 10, 2017

Futures Markets Give High-Volume Gold, Silver Trading Discounts to Governments / Commodities / Gold and Silver 2017

By: MoneyMetals

Mike Gleason (Money Metals Exchange): It is my privilege now to welcome in Chris Powell, Secretary-Treasurer at the Gold Antitrust Action Committee, also known as GATA. Chris is a long-time journalist and hard money advocate, and through his tireless efforts at GATA he is working to expose the manipulation of the gold and silver markets. Through GATA's work over the years. Some important revelations have come to light, which quite honestly should concern everyone.

Monday, July 10, 2017

Gold Stocks Summer Bottom / Commodities / Gold and Silver Stocks 2017

By: Zeal_LLC

The gold miners’ stocks have drifted lower over the past month, slumping back to major support.  This weakness has naturally intensified the bearish psychology engulfing this small contrarian sector, traders want nothing to do with it.  Yet summers typically see gold and its miners’ stocks meander sideways to lower.  These summer doldrums spawn the best seasonal buying opportunities of the year in gold stocks.

Seasonality is the tendency for prices to exhibit recurring patterns at certain times during the calendar year.  While seasonality doesn’t drive price action, it quantifies annually-repeating behavior driven by sentiment, technicals, and fundamentals.  We humans are creatures of habit and herd, which naturally colors our trading decisions.  The calendar year’s passage affects the timing and intensity of buying and selling.

Monday, July 10, 2017

Gold Multi-month Consolidation Continues but Should Near Completion / Commodities / Gold and Silver 2017

By: The_Gold_Report

Technical analyst Jack Chan charts the latest moves in the gold and silver markets.

Our proprietary cycle indicator is down.

Saturday, July 08, 2017

Gold Awaits Fundamental Shift / Commodities / Gold and Silver 2017

By: Jordan_Roy_Byrne

Last week we wrote that Gold’s poor performance in real terms could reflect its worsening fundamentals. Real interest rates are rising because the rate of inflation has peaked and bond yields are rebounding. It is a double whammy for precious metals. This is not permanent but something that could last a few quarters. Gold needs inflation to accelerate or bond yields to drop significantly. One historical analog argues that with respect to the Federal Reserve, a change in policy could be part of the fundamental shift needed to drive Gold into a bull market.

Friday, July 07, 2017

Silver Prices Bounce Higher After Futures Manipulated 7% Lower In Minute / Commodities / Gold and Silver 2017

By: GoldCore

– Silver prices ‘flash crash’ before rebound
– Silver hammered 7% lower in less than minute in Asian trading
– Silver fell from $16 to $14.82, before recovering to $15.89
– Silver plunge blamed on another ‘trading error’
– Gold similar ‘flash crash’ last week and similar recovery
– Hallmarks of market manipulation as $450 million worth of silver futures sold in minute
– Trading ‘errors’ always push gold and silver lower. Why never higher?
– ‘Flash crashes’ increasingly frequent in precious metals, yet rarely happen in stocks and bonds
– Rapid recovery from frequent raids bodes well for precious metals
– Silver coins and bars accumulated on dips by ‘stackers’