Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, October 16, 2015
Gold's Inflection Point and Asset Allocation with Butler and O'Byrne / Commodities / Gold and Silver 2015
- Gold’s Outlook For Year End 2015 and In 2016
- Gold’s Performance in the Coming Years: 2016-2020
- Coming Global Currency Reset
- Asset Allocation – How Much Gold?
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Friday, October 16, 2015
Gold Stocks: Different This Time / Commodities / Gold and Silver Stocks 2015
The title does not include a (?) after it and that is for a reason. The gold sector’s fundamentals, both sector-specific and macro, are improving and this was not the case during the last exciting upturn in the sector circa summer 2014.
Back then, everything from Russia’s move into Ukraine to the Ebola scare were imagined to be sound drivers of the gold price. This stuff proved, as expected, to be wrong when the whole complex made new lows in November of 2014 (prior to this year’s ultimate lows).
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Friday, October 16, 2015
Gold Holdings in GLD ETF Continue to Climb / Commodities / Gold and Silver 2015
A quick update on GLD for the readers and by request…
GLD reported another nice build in reported gold holdings today – about 5 tons. That comes on the heels of a nice increase the previous day of some 7+ tons.
Since October 1, gold holdings have climbed from 689.2 tons to 700 tons. While not a huge build, nonetheless, this is what one wants to see if the gold price is moving higher as it shows investment demand from Western-based investors.
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Friday, October 16, 2015
Gold Companies That Create Extra Value Will Always Reward Investors / Commodities / Gold and Silver Stocks 2015
Even in the worst resource market in history, companies with good management teams can increase in value. In this interview with The Gold Report, U.S. Global Investors CEO Frank Holmes talks about whether this is the right time to get back into gold, and Portfolio Manager Ralph Aldis reports on the performance of companies in the portfolio and shares some of the names in Australia that have done so well he almost feels guilty about how easy it is to make money off them.
The Gold Report: A number of thought leaders in the larger investing community have come out lately in favor of gold. How do you know it is time to move into the resource?
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Thursday, October 15, 2015
How to Profit From America’s Growing Natural Gas Reserves / Commodities / Natural Gas
David Fessler writes: Once every two years, a little-known committee conducts a very important study. The Potential Gas Committee (PGC) estimates how much natural gas we can recover from U.S. deposits.
Currently, the U.S. uses 26.7 trillion cubic feet (tcf) each year. That’s a lot of gas. Fortunately, the PGC’s 2014 year-end estimate for recoverable gas is 2,515 tcf... or 2.5 quadrillion cubic feet.
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Thursday, October 15, 2015
Are The Junior Gold Miners (GDXJ) On The Verge of a Major Breakout at $23? / Commodities / Gold and Silver Stocks 2015
Junior gold miners may be on the verge of a major breakout past three month highs after The Federal Reserve continues to push back interest rate increases. There is a stealth rally underway for junior miners as gold tests resistance after bouncing off its lows in late July. Investors appear to be rotating from the Dow into precious metals as investors may be anticipating even greater easing efforts globally due to China's recent weakness and Yuan devaluation. This could continue to push precious metals, the large miners such as Barrick Gold (NYSE:ABX) and mid-tiers such as Alamos Gold (NYSE:AGI) higher. The fear of rate increases that pushed precious metals down is decreasing. The recent rally in precious metals and junior miners may be just beginning as I expect to see increased mergers and acquisitions off of these depressed low prices.Read full article... Read full article...
Thursday, October 15, 2015
Gold Surprise / Commodities / Gold and Silver 2015
The surprises are going to the upside for gold, and that is obviously a change in behavior. The miners are roaring higher and are outside of their Bollinger Bands for multiple days, a sure sign of strength. Up until very recently, the Investor Cycle had showed us relatively little to get excited about. But suddenly, eleven weeks into the Cycle and right where you would have expected it to turn lower, gold has found yet another gear.
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Thursday, October 15, 2015
Silver Prices and Technical Analysis / Commodities / Gold and Silver 2015
We started this series “shallow and wide” on the subject of what's really determining the silver price…
What are the factors, the most influential factors right now? Last week we covered high-frequency trading and algorithm trading in association with the future's market. This week we're going to kind of go on a second factor, which is silver prices and technical analysis.
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Thursday, October 15, 2015
Gold Price Flashes Buy Signal on Technical Breakout / Commodities / Gold and Silver 2015
Gold is rocketing higher during the first two weeks of October, up roughly $75 to $1,185 today. This is a gain of 6.7% in just two weeks as investors are increasingly betting that the gold price has bottomed.
The price advance is being driven partially by comments from Federal Reserve board members suggesting that a rate hike is not a sure thing in 2015, as most analysts had once expected. This news has helped to push the dollar lower and precious metals higher over the past few weeks.
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Wednesday, October 14, 2015
Gold Price Forecast to End 2016 at $1,400 an ounce / Commodities / Gold and Silver 2015
Gold prices are headed for a critical test according to The Week today. The Federal Reserve’s ‘wait and see’ stance suggests policymakers there are in no rush to increase rates this year. “Sentiment over interest rates has been controlling gold prices all year,” says The Week “as traders prepare for a rise that will lessen the attraction of non-yielding commodities and boost the dollar”.
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Wednesday, October 14, 2015
Gold Stocks – Why Now? / Commodities / Gold and Silver 2015
I have become more and more positive towards Gold STOCKS since the summer.
As my readers know, I went on a gold mining shopping spree on August 6th 2015, when I wrote:
As I wrote 3 days ago, Gold miners have been punished really hard. Maybe a bit too hard.
Therefore I went on a gold mining shopping spree today when the markets opened.
Wednesday, October 14, 2015
China To Continue Expanding Its Influence In The Oil And Gas Sector / Commodities / Energy Resources
Since 2009, China has been taking a much more active role in its pursuit of international oil contracts. In 2009, for the first time, Saudi Arabia exported more of its oil to China than it did to the U.S. China also made large investments in Saudi Arabia's oil refining industry as well. But China's oil investments didn't stop there; they also pursued oil producing Canadian assets in 2011-12.Read full article... Read full article...
Wednesday, October 14, 2015
Gold Prices Will Rise Because … / Commodities / Gold and Silver 2015
A) War in Syria, Ukraine, Middle East, South China Sea and other places seems more likely each month. History shows that wars are inflationary, commodities increase in price, and governments finance wars with debt and fiat currency. We want higher gold prices and no war, but the “powers-that-be” will do what is necessary to increase their power and wealth, and if that requires war, then expect more war.
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Tuesday, October 13, 2015
Which Is The Better Investment - Gold Or The Dow? / Commodities / Gold and Silver 2015
As far as I'm concerned, the only way to answer the question of which is the better investment between gold and the Dow Jones Industrial Index is to analyse the chart of the Dow expressed in gold. So, let's do just that using the monthly and weekly charts of the Dow/Gold ratio.
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Tuesday, October 13, 2015
Gold Signals The End Of This Monetary Era / Commodities / Gold and Silver 2015
Gold remains our best means of economic measurement. It is not a perfect, but it is our best. Due to its monetary properties, gold can be used to measure wealth across generations.
Just like we have the sun and moon to discern the times and seasons, I believe, we have gold to discern changes in wealth. It is interesting that the sun is often compared to gold, and the moon to silver. Just like a day in the Middle Ages is comparable to a day in this century, an ounce of gold in the Middle Ages is comparable to one today.
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Tuesday, October 13, 2015
The Gold and Silver Bear Markets Are Not Over / Commodities / Gold and Silver 2015
Our gold and silver models state that the gold and silver bear markets are not over as of October 13, 2015. Here’s why.
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Tuesday, October 13, 2015
Marc Faber - Gold’s “Bigger Question” Is Where To Store It / Commodities / Gold and Silver 2015
Marc Faber has again encouraged individuals to own physical gold, be wary of possible government confiscation and said that the big question is where to store your gold.
Read full article... Read full article...“ … But I would say an individual should definitely own some physical gold…The bigger question is where should he store it?”
Tuesday, October 13, 2015
China, The Great Depressions 1 & 2, and Gold / Commodities / Great Depression II
When uncontrolled credit growth results in speculative bubbles, capitalism’s cycles of expansion and contraction end in catastrophic deflationary depressions where large collapsing bubbles result in crippling levels of defaulting debt.
In June-July 2015, the Shanghai stock market retraced the beginning of the end of the historic 1920s US stock bubble whose collapse in 1929 ended in the Great Depression of the 1930s; and while it may appear history is repeating itself, it is not. This time, capital markets will not recover.
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Monday, October 12, 2015
Gold Financial Advice Today and 400 Years Ago – Do Not “Venture All” “Eggs In One Basket” / Commodities / Gold and Silver 2015
We look at gold’s vital diversification benefits in the latest edition of Executive Global.
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Monday, October 12, 2015
Why Gold Price Has Bottomed / Commodities / Gold and Silver 2015
Let me show you a few reasons why I think gold may have bottomed and why this intermediate rally could continue a lot longer than most traders expect.
I've marked the last two intermediate cycle lows with blue arrows. Now notice the intermediate trend line has already been broken and the dollar is only 7 weeks into it's intermediate cycle. That's a bad sign. It means the intermediate cycle has likely already topped and in an extreme left translated pattern.
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