Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, June 06, 2014
Gold Price Key Fundamental Driver / Commodities / Gold and Silver 2014
By: Jordan_Roy_Byrne
Barry Ritholtz is out with another article spelling more doom for the precious metals sector and the gold bugs. The self proclaimed “Gold Agnostic” penned a 2500 word missive in January which followed a blog post amid the spring 2013 collapse titled “What are Gold’s Fundamentals.” For the record, Ritholtz’s calls on the markets and Gold have been very good. He was bullish during most of the 2001-2011 advance and sold out prior to the 2013 breakdown. Give credit where credit is due. Yet, while the anti-gold and anti-gold bug mainstream eat up his gold analysis like a lap dog we have to mention some errors and a startling omission of Gold’s key driving force.
Friday, June 06, 2014
The Platinum Supply Shock / Commodities / Platinum
By: Peter_Schiff
Even investors who typically eschew precious metals have been hard-pressed to ignore the platinum industry this year. The longest strike in South African history paired with surging Asian demand is set to push the metal back into a physical deficit in 2014 - and could have repercussions for years to come. While gold remains the most conservative choice for saving, the "industrial precious metal" platinum is a compelling investment for those, like me, who are bullish on global net economic growth.
Thursday, June 05, 2014
Gold - Possession is Nine-Tenths of the Law / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
"...Even though the property was originally stolen, that if the victim or his heirs cannot be found, and if the current possessor was not the actual criminal who stole the property, then title to that property belongs properly, justly, and ethically to its current possessor." - Murray Rothbard
If you don't hold it, you don't own it. This should be the soothing mantra for all long term precious metals holders.
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Wednesday, June 04, 2014
Gold and Crude Oil Commodities Elliott Wave Analysis / Commodities / Commodities Trading
By: Gregor_Horvat
Gold broke to the downside last week, out of triangle pattern that was placed in wave (b) so current leg down should be wave (c) as part of D of a big triangle from a daily chart. We know that wave (c) is impulsive wave so we need to be aware of a bullish reversal after a five wave drop from wave e) swing high. In the last few sessions market slowed down around 1240-1245 so it's probably wave iv)so decline could extend down to 1230 by the end of the week.
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Wednesday, June 04, 2014
The Effect of Monetary Policy on Gold Prices / Commodities / Gold and Silver 2014
By: Bob_Kirtley
Background
Gold prices have fallen for 6 days in a row taking the price down to $1243/oz and it now stands about $60/oz above the 2013 June lows. Silver prices suffered the same fate falling from $19.50/oz to $18.75/oz. The gold producers as represented by the Gold Bugs Index the HUI is down to 204 which is lower than the 2013 June lows. We can look to the summer doldrums or the ‘sell May and go away’ investors when we try to account for these falls but the truth is that this tiny sector has been suffering for a couple of years now.
Tuesday, June 03, 2014
When Will Gold Price Bottom? / Commodities / Gold and Silver 2014
By: Ed_Carlson
Gold lost $46/oz. last week to close at $1,245.60 and, while it might not feel like it, gold is still up $43.70 for the year. My price forecasting model generates a target of 1,206 for this decline. Seasonally, gold tends to make a bottom of undetermined degree in the period from June to July.
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Tuesday, June 03, 2014
Russian Roulette – Derivative Style / Commodities / Derivatives
By: DeviantInvestor
Russian Roulette: Put one bullet in the cylinder of a revolver, spin the cylinder, point the gun at YOUR head, and pull the trigger. Most revolvers have 6 chambers, so your odds of surviving are 5 in 6, IF you quit after pulling the trigger once.
Press your luck, spin the cylinder, point the gun, and pull the trigger again. It might be okay. Try for a third time?
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Tuesday, June 03, 2014
Gold and Wheat Commodity Futures Elliott Wave Analysis / Commodities / Commodities Trading
By: Gregor_Horvat
CPI in Euro zone came lower again which goes in favor of ECB reaction. I wanted to show you here one more option on GOLD in anticipation of a downside correction on US indices. We expect flat correction which means 5 waves down after 3-3 up. So same on GOLD is possible to the upside in attempt of investors to seek refuge from falling stock market. We need 5 waves up to confirm low signature.
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Tuesday, June 03, 2014
Gold and Silver Cap and Fear / Commodities / Gold and Silver 2014
By: Jesse
There are some very significant events happening behind the scenes, even though the markets would seem to hide this with their sleepily accommodative nature to the status quo.
I thought Volcker's call for a new Bretton Woods agreement was significant, in a Chamberlain-like manner. Volcker is certainly out of power, riding the tide of events more than shaping them now. But he certainly still has insights into what is going on.
Tuesday, June 03, 2014
Canadian Law Makes It Cheaper To Prevent Oil Sands Leaks Than Clean Them Up / Commodities / Crude Oil
By: OilPrice_Com
As the Canadian government pushes a new law rendering pipeline companies liable for all damages from leaks and spills, the only friend to both sides in this polarized world of dirty oil sands is leak prevention technology. On May 14, amid heightened opposition to two planned pipelines, Canada's Natural Resources Ministry unveiled a new law making pipeline operators liable for all the costs and damages related to oil spills, regardless of whether the operators were at fault or demonstrated negligence.
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Tuesday, June 03, 2014
Gold Price Slipping Again While Silver Sees Further Risk / Commodities / Gold and Silver 2014
By: GoldSilverWorlds
Gold: Slipping again
Gold Spot price (GOLDS-1,249.73, see Figure 28) retained a tight trading range through April and May, allowing speculation as to resolution. We have been neutral awaiting technical evidence of a directional move which has now taken place to the downside, breaking the lower band of the tight trading range and failing under the 2012 downtrend again.
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Monday, June 02, 2014
Gold Mining and Environment—Facts vs. Myths / Commodities / Gold and Silver Stocks 2014
By: Casey_Research
By Laurynas Vegys, Research Analyst
“I would NEVER invest in a mining company—they destroy land, pollute our water and air, and wreck the habitat of plants and animals.”
These were the points made to me by a woman at a social gathering after I told her what I do for living. She prided herself on her moral high ground and looked upon me with obvious disdain. It was clear that as a mining researcher, I was partly responsible for destroying the environment.
Monday, June 02, 2014
Crude Oil Price for the Bulls or Bears? / Commodities / Crude Oil
By: Nadia_Simmons
On Friday, crude oil lost 0.61% as disappointing U.S. economic data and profit taking weighted on the price. Thanks to these circumstances, light crude declined below $103, approaching its first downside target. What’s next?
On Friday, the data showed that the Thomson Reuters/University of Michigan consumer sentiment index ticked up to 81.9, disappointing analytics expectations for a reading of 82.5. Additionally, the Commerce Department reported that personal spending in the U.S. dropped 0.1% last month, also below expectations for a 0.2% rise, while U.S. core personal consumption expenditures (without food and energy) rose 0.2% in April, in line with expectations. These disappointing data fueled worries that demand in the largest oil-consuming nation wouldn't be strong enough to reduce high supplies.
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Monday, June 02, 2014
Gold Price Short-Term Bottom Coming Due / Commodities / Gold and Silver 2014
By: Jim_Curry
In light of the recent developments in the Gold market, I wanted to post an article on the current cyclic configuration - and what we can expect in the very near future. Since my prior article back in December of last year, we have seen the expected larger countertrend rally with the combination of the 72 and 154-day cycles, which were able to take the metal up to a mid-March peak of 1392.80. The chart below shows the larger 154-day component, which is seen as heading lower into the month of August, which is plus or minus a month in either direction:
Monday, June 02, 2014
Axel Merk - Why I launched OUNZ, the deliverable Gold ETF / Commodities / Gold and Silver 2014
By: Axel_Merk
InvestmentNews calls it "the gold bug's dream ETF" -- well, gold bugs come in various shades of gold, and some of them may be difficult to please. I had the more modest goal of bringing to market a physical gold ETF that addresses some of the perceived shortcomings of other ways of investing in gold. I'll share some of the amazing journey behind the new Merk Gold Trust, a gold ETF that allows investors to take physical delivery of the gold represented by their shares, recently launched on the NYSE.
Monday, June 02, 2014
Gold Ratio Charts are Speaking...Are You Listening? / Commodities / Gold and Silver 2014
By: Rambus_Chartology
In this report I would like to compare gold to some of the more important markets to get a feel for the bigger picture that seems to be shaping up or gold. During gold's bull market years it generally was stronger than most areas of the markets but since the 2011 high that has changed significantly. Gold has been under performing just about everything to a certain degree. The picture I'm going to try and convey to you is gold still has a lot of work to do on the downside before it can put in a long term low. We can see short to intermediate term rallies at anytime but to get a bear market bottom gold is going to have to start showing some strength compared to a lot of areas in the markets.
Saturday, May 31, 2014
Gold And Silver - Debt Is Trouncing Precious Metals, For Now / Commodities / Gold and Silver 2014
By: Michael_Noonan
Animal Farm and 1984, meet 2014. The Western world no longer makes any sense, and common sense has been sidelined for decades. It is lies, deceit, and debt ruling supreme. The "American Way" [which once was a standard for emulation] is now a source of embarrassment, advanced by the bankrupt federal government doing the bidding of the moneychangers, those who adhere to and hide behind the Rothschild formula. What is that formula? It has been expressed here on several occasions:
Give me control of a nation's money, and I care not who makes the laws." ~ Mayer Amschel Rothschild.
Saturday, May 31, 2014
Gold and Silver - Why The State Might Prefer a Purely Digital Form of Fiat Money / Commodities / Gold and Silver 2014
By: Jesse
It's like there was never anything here but jungle." - Rust Cohle, True Detective
Gold and silver took it on the chin for this week, as we welcome the active month of June. Read full article... Read full article...
Friday, May 30, 2014
Gold and Silver Price Moving Closer to Bottom / Commodities / Gold and Silver 2014
By: Jordan_Roy_Byrne
Though precious metals are rallying on the day we penn this, we expect more downside before a final bottom or at least before we'll exit hedges and begin buying. Since the hard reversal in March we've had the view that precious metals would decline and the miners could retest their December lows. We've held firm on this belief in recent weeks and wrote that a May decline could setup a June buying opportunity. Our analysis leads us to believe we are almost there but not quite yet. A little bit more patience is required.
Friday, May 30, 2014
Crucial Days Ahead for Bitcoin / Commodities / Bitcoin
By: Mike_McAra
To the point: we don’t support any short-term position in the Bitcoin market.
Amazon has been granted a patent which mentions the possible use of Bitcoin by the company, CoinDesk reported yesterday. Bitcoin and other cryptocurrencies could be used by Amazon Web Services, Amazon’s cloud computing platform, to accept payments.
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