Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, March 09, 2015
Gold Price Steep Drop towards Long-term $900 Target Area / Commodities / Gold and Silver 2015
By: Clive_Maund
Gold did almost exactly what we expected in the last update, it bounced from oversold off the support at $1190 - $1200, only to break sharply to new lows on Friday, crushed by the strength of the dollar. We got with the plot and are doing fine with bear ETFs, one of which rose by 25% on Friday alone. The dollar is remarkably strong especially given that its COTs and sentiment readings are already bearish by normal standards, so what is going on? - and where is the dollar headed?
The dollar is so strong because the world economy is about to finally disappear into the deflationary vortex, which our illustrious leaders have been fighting tooth and nail for so long now, which they should as they got us all into this mess in the first place.
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Sunday, March 08, 2015
Gold and Silver Smashed by Non-Farm Payrolls - Troubled Waters / Commodities / Gold and Silver 2015
By: Jesse
Bubble bubble
Toil and trouble,
Savings burn
While assets double.
That certainly was a 'better than expected' Non-Farm Payrolls report number.
One thing to keep in mind is that the Bureau of Labor Statistics has gone back and revised every jobs report I have in my spreadsheet, back to at least 2004.
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Saturday, March 07, 2015
Gold And Silver - Banker Insanity Grows, Precious Metals Decline / Commodities / Gold and Silver 2015
By: Michael_Noonan
Money does not exist in Europe any more than money does not exist in the United States. What the Greeks received was a massive loan of debt issued by the International Monetary Fund. Who authorized the IMF to issue that debt to Greece? From where did the "funds" come? [Hint: Out of thin air.] The IMF/EU/BIS, call the "lenders" whatever you choose, but no money was loaned, just a digitized I.O.U. The notion of money is as phony as any $3 Euro bill. The entire EU and its bloated, non-representative bureaucrats are a massive Ponzi scheme, led by Mario Draghi and a host of other sycophants who would not otherwise get elected even if they ran unopposed.
Saturday, March 07, 2015
Gold Waiting on the US Dollar / Commodities / Gold and Silver 2015
By: Jordan_Roy_Byrne
Gold had held up well in recent months considering the upside explosion in the US$ index. That is because Gold surged nearly 21% against foreign currencies in three months. Yet, this is not enough to carry Gold. Its rebound petered out (in nominal and real terms) after the Swiss news and has growing downside momentum due to the surging US$ index. We've seen some positive developments under the surface for precious metals but its clear the sector won't begin a sustained rebound until the US$ reaches its next peak.
Friday, March 06, 2015
China Copper Con / Commodities / Copper
By: Richard_Mills
If you needed upwards of 50ml tonnes of copper over the next 5 years, and had very little production of your own, what would you do?
I'm thinking you'd manipulate the market like crazy trying to get everyone to believe there's a huge surplus instead of a major deficit.
How would you do it? Well, we can look at the last time the Chinese manipulated the copper market - they invited every analyst they could find and invited them to China. Showed them all a few warehouses stacked with copper to the roof. Why there was so much copper the ground was compacting said one guy, another said the stacks were falling over like dominos. The world bought the surplus story, swallowed it hook line and sinker. Headlines screamed 'China Has Enough Copper!'
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Friday, March 06, 2015
New Wave of “Creative Destruction” - What I Plan to Present To Energy’s Biggest Players / Commodities / Oil Companies
By: Money_Morning
Dr. Kent Moors writes: Greetings again from London!
The Annual Energy Consultation of the Windsor Energy Group is set to begin at Windsor Castle later this afternoon.
Over the course of the next three days, I’ll be briefing some of the biggest, most influential players in the energy world on three of the most pressing issues of the day.
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Friday, March 06, 2015
Apple Major New Gold Buyer - Propel Gold Price Higher? / Commodities / Gold and Silver 2015
By: GoldCore
- There is a major new buyer in the gold market – Apple
- New Apple watch could use up to one third of total annual gold supply
- Apple expects to sell one million gold watches per month
- Each watch to use up to two ounces of gold
- May have enormous ramifications for gold market and propel prices higher
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Friday, March 06, 2015
How To Profit When Colombia Becomes the Saudi Arabia of Cannabis Oil / Commodities / Cannabis
By: Ron_Holland
Forget about ISIS, OPEC, the problems with hydraulic fracturing or fracking, Saudi Arabia, Iraq, Iran as well as wars for oil and gas reserves and pipeline routes now going on throughout the Middle East and the Ukraine. The next oil rush will be cannabis oil for medical use and the winner will be the nation of Colombia, with its perfect climate for year-round outdoor medical marijuana production. In Colombia, the cannabis outdoor grow facilities cost of production is around 10% of the cost of present expensive indoor grow facilities where massive electricity requirements and high labor costs will eventually make this route uncompetitive and unprofitable.
Friday, March 06, 2015
Portfolios, Insurance, and Gold / Commodities / Gold and Silver 2015
By: Submissions
Raymond Matison writes: Over the last two decades investment managers have increasingly accepted the concept that their portfolios should contain some form of insurance against rapid or unexpected market declines – the so called Black Swan event. One way to protect against this is to purchase puts on broad market indexes and calls on precious metals, or purchase some precious metal equity securities, or physical gold bullion. It is safe to say that many hedge funds today utilize several such strategies.
Thursday, March 05, 2015
Gold and Silver Justice For Some - Currency Wars - ECB Deposit Rates To -3% / Commodities / Gold and Silver 2015
By: Jesse
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Eurozone on road to deflation, and bonds remain [an] attractive asset because high demand meets scarce supply
ECB will reduce interest for cash deposits to minus 3% and the dollar [will] appreciate by 20%, reaching parity with euro in 2015.
Thursday, March 05, 2015
U.S. Soaring Crude Oil Stocks - Cushing and Gulf Coast Storage Filling Up Fast / Commodities / Crude Oil
By: EconMatters
Cushing, Oklahoma
The weekly EIA Inventory report came out today regarding the state of the oil market from the supply side, and the numbers continue to paint a bearish picture of the oil market. For example, Cushing added another one and a half million barrels to storage this past week, that`s three million added over the last two weeks to storage facilities.
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Thursday, March 05, 2015
Gold Miner Index Breadth Oscillator, Forward Reckoning® / Commodities / Gold and Silver Stocks 2015
By: Submissions
Nicholas Migliaccio writes: Target of opportunity, QWK PDAC Show Review for you, in 4 lines:
NEM rep confirms ABX was close to making offer, & still possible in 2015.
Sentiment = wary, not depressed like last year.
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Thursday, March 05, 2015
Gold Price Set To Plunge Below $600 / Commodities / Gold and Silver 2015
By: Austin_Galt
This analysis covers the long term charts of gold, gold mining shares represented by the HUI Gold Bugs Index and the world’s largest gold producer, Goldcorp.
Let’s commence with the gold price.
Wednesday, March 04, 2015
What Top Hedge Fund Managers Really Think About Gold / Commodities / Gold and Silver 2015
By: Jeff_Clark
In BIG GOLD, I interviewed a plethora of experts on their views about gold for this year. The issue was so popular that we decided to republish a portion of the edition here.
Given their level of success, these fund managers are worth listening to: James Rickards, Chris Martenson, Steve Henningsen, Grant Williams, and Brent Johnson. Some questions are the same, while others were tailored to their particular expertise.
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Wednesday, March 04, 2015
The LBMA Gold Price will replace the Gold Fixing Price / Commodities / Gold and Silver 2015
By: Arkadiusz_Sieron
While we are waiting for the details on the ECB's QE (will be published on Thursday) and the U.S. non-farm payroll report (will be revealed on Friday), it is worth analyzing a piece of news which passed almost unnoticed. The long established London Gold Fix is going to be replaced by the new electronic LBMA price-discovery process on March 20th this year. Why do we believe that all gold investors should be aware of that fact?
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Wednesday, March 04, 2015
How to Exploit Crude Oil's Current Low Price / Commodities / Crude Oil
By: Money_Morning
Peter Krauth writes: If you've been eyeing a new gas-guzzling SUV as your next vehicle, you may want to reconsider that Prius once more. That's because today's low gas prices won't be around forever and oil prices aren't about to "tank" any time soon.
In fact, the oil price crash has created a state of "contango," a market anomaly that savvy investors can exploit. It's presenting a rare market opportunity to profit that only comes around once every few years.
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Wednesday, March 04, 2015
Here's What Will Send Crude Oil Prices Back Up Again / Commodities / Crude Oil
By: OilPrice_Com
Oil's rapid decline since August of last year has been dramatic. To listen to some commentators you would also think it is unprecedented and irreversible. Those claiming that oil will continue to fall from here and remain low for evermore, however, are flying in the face of both history and common sense. The question we should be asking ourselves is not if oil prices will recover, but when they will. Read full article... Read full article...
Wednesday, March 04, 2015
Gold Price to be Driven by Non-Farm Payroll Data / Commodities / Gold and Silver 2015
By: Submissions
Harley Salt writes: Friday will see the release of the much anticipated monthly US Non-Farm Payrolls figures. Even more so than in previous months this data will be influential in setting the direction of the gold market between its release on Friday and the next Federal Reserve policy meeting on set for 17th and 18th March. It is the only major market moving data due out before the Fed meets so it will be the focus of not just traders but also the Fed itself.
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Tuesday, March 03, 2015
Gold Price and Mining Stocks Decline Together / Commodities / Gold and Silver 2015
By: P_Radomski_CFA
Briefly: In our opinion speculative short positions (full) in gold, silver and mining stocks are justified from the risk/reward perspective. We are keeping the stop-loss levels at their current levels, which means that we are effectively keeping some gains locked and at the same time we're allowing the profits to increase.
Gold stocks erased the gains of the previous days during yesterday's session alone and gold declined visibly as well. Is their and gold's rally over?
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Tuesday, March 03, 2015
How to Profit from the Coming Oil Price Crunch / Commodities / Oil Companies
By: Money_Morning
Dr. Kent Moors writes: Even as oil prices inch upward over time, a dynamic of their current levels will boost them even higher.
That may take some time, but I can recommend some stocks that will generate returns in the meantime, until the oil price rise spurs some capital gains in the majors and E&P companies.
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