Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, August 08, 2014
Gold GLD ETF Holdings Set to Surge / Commodities / Gold and Silver Stocks 2014
By: Zeal_LLC
The mighty GLD gold ETF’s bullion holdings have remained stable in 2014, an impressive feat. Last year they suffered an epic outlying record plummet as the Fed’s stock-market levitation sucked capital out of alternative investments. This year’s resiliency in the face of the ongoing stock-market melt-up almost certainly means the bottom is in. GLD’s holdings are set to surge as weaker stock markets entice traders back.
The SPDR Gold Shares gold ETF, GLD, is a juggernaut in the gold realm. Now approaching its tenth birthday, it has grown into the world’s flagship and massively-dominant gold ETF. GLD’s impact on the global gold price can be so supreme and overpowering at times that all precious-metals investors and speculators simply have to follow it. Last year was a key case in point, where GLD trading controlled gold.
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Friday, August 08, 2014
Gold Breaks Out As Cold War 2.0 Intensifies - Technicals, Fundamentals Positive / Commodities / Gold and Silver 2014
By: GoldCore
Today’s AM fix was USD 1,317.50, EUR 984.02 and GBP 784.23 per ounce. Yesterday’s AM fix was USD 1,302.00, EUR 973.53 and GBP 772.98 per ounce.
Gold climbed $5.20 or 1.42% yesterday to $1,311.60/oz and silver fell $0.08 or 1.16% to $19.96/oz.
Gold is up nearly 2% this week on safe haven buying, its best weekly performance since mid-June. Gold hit three week highs overnight at $1,322.60/oz, having started to push higher in U.S. trading hours yesterday due to tensions with Russia and the renewed bombing of Iraq.
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Friday, August 08, 2014
Gold Miners Stock Price Next Move: Breakout or Breakdown? / Commodities / Gold and Silver Stocks 2014
By: Jordan_Roy_Byrne
We've been very bullish on the miners since January but became concerned recently with the poor technical action in the metals (specifically Gold). Last month the mining indices were very close to a major breakout yet couldn't punch through. This signaled that Gold could begin a deeper decline and the miners would be vulnerable. However, Gold failed to break below $1280 while the miners have continued to digest their early summer gains and hold support. In addition, Gold is showing increasing relative strength amid US$ strength and equity market weakness. If Gold continues to show this kind of relative strength in the weeks ahead then it raises the odds that the miners will break to the upside in September.
Thursday, August 07, 2014
“Bail In Regime” Sees UK Banking System Downgraded By Moodys / Commodities / Gold and Silver 2014
By: GoldCore
Today’s AM fix was USD 1,302.00, EUR 973.53 and GBP 772.98 per ounce.
Yesterday’s AM fix was USD 1,288.50, EUR 964.27 and GBP 765.23 per ounce.
Gold rose $18.30 or 1.42% yesterday to $1,306.40/oz and silver climbed $0.23 or 1.16% to $20.04/oz.
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Thursday, August 07, 2014
Gold and Silver - From Price Manipulation to Hyperinflation / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
The precious metals are lynch pins. They are nagging and persistent counter-parties to money printing gone wild.It's been this way for as long as commerce was semi-civilized. (Though given the amount of financial fraud, violence, and chaos in the world, the term "civilized" might need to be reconsidered)...
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Thursday, August 07, 2014
Silver Price Outlook for Year End - MAP Wave Analysis / Commodities / Gold and Silver 2014
By: Marc_Horn
Every now and again to amuse myself I try catch up on gossip and read the featured articles about gold and silver! Quiet a read especially when the same methods give so many different results depending on how prices moved in the last few days! Suffice to say my MO indicator is wonderful - just see if the top 10 best of the week read articles, check out the gold and silver ones, count how many are bullish or bearish on prices and they move the opposite way of the majority!
Wednesday, August 06, 2014
Manipulation in the Gold Market and a Related Opportunity / Commodities / Gold and Silver 2014
By: Submissions
Paul de Sousa writes:
Overview
- Barclays’ $44-million fine is the most recent evidence that gold prices have been manipulated for eighty years
- The manipulation serves to inspire confidence in the US dollar
- Gold should be owned as part of a diversified portfolio, and we have been presented with a wonderful opportunity to purchase it below its free market price
Wednesday, August 06, 2014
Jason Hamlin Says Gold Price Is Unstoppable, with Stocks Leading the Way / Commodities / Gold and Silver 2014
By: The_Gold_Report
Downward manipulation of gold and silver is real, declares Jason Hamlin, but the longer it continues, the higher prices will go when the free market reasserts itself. In this interview with The Gold Report, the publisher of the Gold Stock Bull newsletter argues that rising geopolitical anxiety coupled with endless monetary expansion could lead to explosive growth in precious metals and equities, and lists his favorite royalty/streaming companies and favorite gold and silver miners.
Wednesday, August 06, 2014
Silver Pyramid Power / Commodities / Gold and Silver 2014
By: DeviantInvestor
Global annual silver production is approximately 820,000,000 ounces or a bit more than 25,000 metric tons. What does that mean in terms that we can more easily understand?
If the global annual mine production of silver were cast into one large silver pyramid, it would be approximately - wait for it - only 65 feet high on a base of only 65 feet square. Rather tiny! For future reference, this is one "silver pyramid."
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Wednesday, August 06, 2014
Silver Price’s Significant Underperformance and Its Implications / Commodities / Gold and Silver 2014
By: P_Radomski_CFA
Briefly: In our opinion no speculative positions in gold, silver and mining stocks are now justified from the risk/reward perspective.
Yesterday’s price action in the precious metals market was very specific. Gold declined very little, silver declined much more, and mining stocks moved a bit higher. When we see a mirror image of such action (gold pauses, silver rallies and miners decline a bit), it’s usually a sign of a top. Have we just seen a local bottom? Let’s take a look at the charts (charts courtesy of http://stockcharts.com), starting with silver.
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Wednesday, August 06, 2014
Silver Price Forecast - Metal to Gain Ground in August on These Factors / Commodities / Gold and Silver 2014
By: Money_Morning
Jim Bach writes: Silver prices may have had an unremarkable July, trading down 3%, but if recent history is any indication, August could help steer prices in the right direction and draw in the bulls.
silver price forecast
One reason for a rosy silver price forecast for August is that the white metal has finished up every year in this month for the last five years, averaging a return of 10.4%.
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Wednesday, August 06, 2014
Northern Metals Boom Will Give More Than 10 Times the Returns of S&P 500 / Commodities / Gold and Silver Stocks 2014
By: Money_Morning
Peter Krauth writes: Junior miners can be among the most speculative, most volatile stocks on earth.
They boom, bust, and repeat. Only they do this with more extreme swings than most any other market.
The Nasdaq Composite for example, home to tech and biotech stocks alike, is up by nearly 120% over the past five years, while junior miners doubled... but then gave it all back.
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Wednesday, August 06, 2014
Gold and Silver Price Ready to Rally? / Commodities / Gold and Silver 2014
By: Austin_Galt
Since my last reports on both gold and silver, price has come down to some key levels identified in those reports. So will both gold and silver turn up from here? Let's have a look at the charts and do our best to find out.
Now keeping in mind that my longer term view on both gold and silver is that they are currently in a consolidation phase within an overall bear trend with the final low still to come, most likely in 2015. This has been detailed in previous reports.
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Wednesday, August 06, 2014
Gold Investors Shouldn’t Fear Rising Interest Rates: Here’s Why / Commodities / Gold and Silver 2014
By: Jason_Hamlin
Investors commonly assume that rising interest rates adversely impact the gold price, and vise versa. They believe that a rising interest rate environment is indicative of a strong economy, which is supposed to drive investors out of gold and into the stock market. They further assume that investors will want to exchange their gold, which has no yield, for stocks and bonds, both of which have yields and generate income.
Wednesday, August 06, 2014
These Events Could Unhinge Two Global Hotspots And Send Crude Oil Price Higher / Commodities / Crude Oil
By: Money_Morning
Kent Moors writes: Over the last 36 hours, two events have occurred that may indicate the situation in two global hotspots is getting worse.
Both have the potential to have a significant impact on energy prices in the future.
First, the Islamic State (IS), the terrorist group formerly known as the Islamic State of Iraq and the Levant (ISIL), attacked the Mosul Dam.
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Tuesday, August 05, 2014
Crude Oil Is the New Gold Standard / Commodities / Crude Oil
By: Money_Morning
Dr. Kent Moors writes: Today I want to tell you a story about energy - especially crude oil.
It involves my run in with the steak bandit...
Just stay with me here...
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Tuesday, August 05, 2014
The Bigger Oil Story Behind the Headlines / Commodities / Crude Oil
By: OilPrice_Com
Michael Levi writes: While we fixate on sexy headlines about Chinese military threats in the South China Sea, for instance, or Washington 'lifting the ban' on crude oil exports, we miss the bigger stories -- and we miss the reality. China's relentless resource quest has the greatest impact on trading prices, which may not make for headline news, but is a very important reality, while the stories about the US lifting the crude oil ban were just wrong.
Tuesday, August 05, 2014
Buy Gold Like It's 1999 / Commodities / Gold and Silver Stocks 2014
By: The_Gold_Report
The overall markets are exuberant. Valuations rise regardless of value created. And gold is conspicuously not at the party. All of this sounds very familiar to John Hathaway and Doug Groh, portfolio managers of the Tocqueville Gold Fund. It is like 1999 all over again. In this interview with The Gold Report, the pair of fund managers shares their top 10 picks for a diversified portfolio that minimizes risk while maximizing the upside they see coming sooner rather than later.
The Gold Report: In a 4th of July investor letter, you wrote that the precious metals complex, both mining shares and bullion, appear to be in the process of completing a major bottom, and you're more comfortable with the proposition that the downside potential has been fully exhausted. What are the signs that it's really turning this time?
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Tuesday, August 05, 2014
Apocalypse Now For Crude Oil Prices – When Isis Takes Baghdad / Commodities / Crude Oil
By: Andrew_McKillop
Dangerously Converging Contexts
As of now we can at least theoretically scenarize a world oil shock at least equal to the so-called 'Arab oil embargo' of 1973-74. The chronology shows that Arab oil exporters joined by the Shah's Iran, from October 1973 cut their total supply by 5% a month to obtain their political-economic demand for much higher prices “for as long as needed”. By January-February 1974 they had started delaying or freezing the monthly 5% cuts in supply. By March when Israel withdrew the last of it soldiers from the Egyptian side of the Suez Canal the embargo started winding down.
Monday, August 04, 2014
Gold Price Bullish Falling Wedge / Commodities / Gold and Silver 2014
By: Clive_Maund
We called the exact top in gold to the day in the last update 3 weeks ago, as it has since reacted back. Now the picture is more messy, with conflicting indications, but let's see what we can make of it. There was no update for these 3 weeks as we were waiting for this decline to run its course (no point in working for the sake of it).