Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, December 15, 2016

Gold and Silver Now What ? / Commodities / Gold and Silver 2016

By: Rambus_Chartology

I had a completely different post in mind for tonight, but the action in the PM complex has changed my mind. Since the US elections the PM complex has had a hard go of it trapping many bulls in their long positions. The magnitude of this decline especially in gold has been unrelenting in nature, which is how a bull trap is set. Just a short five weeks ago all looked good for this sector as it had one of the biggest rallies in history off the January low for the PM stocks. There wasn’t anything to suggest that five weeks ago the plunge was coming, but since then, there have been many clues that all was not right with the PM sector.

Wednesday, December 14, 2016

The Silver Tsunami / Commodities / Gold and Silver 2016

By: Dr_Jeff_Lewis

At this point in the cycle, the silver market should be relatively easy for the average person to enter. Prices are beginning to move back toward natural supply and demand equilibrium, as large disruptions are occurring between the positioning of dominant futures speculators that have kept futures prices entrapped for nearly 6 years. 

Wednesday, December 14, 2016

Take Advantage of Gold, Silver, Platinum and Palladium Different Seasonal Trends / Commodities / Gold and Silver 2016

By: Dimitri_Speck

Prices in financial and commodity markets are exhibiting seasonal trends. This applies to the precious metals gold, silver, platinum and palladium as well.

The chart below depicts the seasonal trends of the gold price over a time period of 45 years.

Wednesday, December 14, 2016

Shariah Gold Standard Is “Revolutionary” – Mark Mobius / Commodities / Gold and Silver 2016

By: GoldCore

One of the world’s leading investors, Mark Mobius told a gold conference in Dubai that the new ‘Shariah Gold Standard’ is both “innovative and revolutionary” and importantly will bring “transparency” to the physical gold market which suffers from a lack of trust.

Tuesday, December 13, 2016

Deutsche Bank Turns Over Proof of Metals Price Rigging / Commodities / Gold and Silver 2016

By: MoneyMetals

Some say there is honor among thieves. Perhaps, but apparently not among the banking class of criminals when they are under serious legal and regulatory pressure.

German behemoth Deutsche Bank agreed last spring to assist plaintiffs and regulators by ratting out their co-conspirator banks in a wide-ranging scheme to rig prices and cheat clients.

Tuesday, December 13, 2016

U.S. Oil Shale Faces A Reality Check / Commodities / Shale Oil and Gas

By: OilPrice_Com

The collapse of oil prices has forced the U.S. shale industry to slash production costs. In order to improve the “breakeven” costs for the average shale well, the industry has deployed three general strategies: improving techniques and technology, such as drilling longer laterals or using more frac sand; focusing drilling on the sweet spots; and demanding lower prices from oilfield service companies. All three of those strategies led to a decline in the breakeven price for a shale wells.

Monday, December 12, 2016

Agri-Commodities: Birthing a New Bull Market? / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

An investment reality is that neither bear nor bull markets last forever. From high, July 2014, to low, October 2016, the Agri-Food Price Index fell 23%. Since that low, this index of 18 Agri-Commodity prices has risen 19%, and is nearing a new 52-week high. If we accept the popular notion that a 20% rise from a low signals a new bull market, Agri-Commodity prices may be birthing a new bull market. Chart below is for Agri-Food Price Index over the past year.

Monday, December 12, 2016

Buying Gold Into A Fed Hike: As Dumb As It Sounds? / Commodities / Gold and Silver 2016

By: Bob_Kirtley

The Fed will hike rates this week. The US Dollar is strengthening. Fiscal policy is about to ignite economic growth. The ECB has reduced its rate of QE purchases. It doesn’t sound like now is the time to be buying gold, does it? And yet, the setup is remarkably similar to this time last year, before the yellow metal put in a near 30% rally. What matters most is not what will happen, but what will happen relative to expectations. It is fair to say that the market has some lofty expectations built in at present, which is why it could be a case of buying the rumour and selling the fact over coming months.

Monday, December 12, 2016

Tech Breakthrough Could Make This The Biggest Winner Of OPEC’s Cut / Commodities / Oil Companies

By: OilPrice_Com

As far as the markets are concerned, OPEC’s 32.5-million bpd output cut deal agreed to two weeks ago could go either way, and the uncertainty makes it anyone’s guess—but MCW Energy, the pioneer of breakthrough clean oil sands extraction in Utah, is not concerned:

If oil prices remain low, its production costs are dramatically reduced, and in any scenario, its breakthrough technology makes everything from Utah’s vast oil sands to the Permian Basin’s massive offerings easier to extract.

Monday, December 12, 2016

Gold and Gold Stocks Setup for Post-Fed Rally / Commodities / Gold and Silver 2016

By: Jordan_Roy_Byrne

Gold and gold mining stocks have been very oversold but have struggled to rally. The sector looked to be starting a rebound until Friday's decline which pushed Gold to a new low. However, positive divergences remain in place as gold stocks and Silver remain above their recent lows. While the Federal Reserve could say something hawkish next week, the setup continues to favor a rebound in the precious metals sector rather than an immediate decline to new lows.

Saturday, December 10, 2016

Gold Fools, US Dollar Bulls and The Long Term Outlook for Both Markets / Commodities / Gold and Silver 2016

By: Sol_Palha

"If pleasures are greatest in anticipation, just remember that this is also true of trouble." ~ Elbert Hubbard

Many experts penned numerous articles this year proclaiming that the Gold market was ready to take off and that 2016 would be the year that the Gold bull resumed its upward trend. They spoke of our high debt, a weak economy and listed a plethora of reasons as to why Gold was ready to soar. Needlessly to say, their fear mongering proved to be fruitless for instead of taking off, Gold nose dived. Early in the year we stated that we did not expect much from Gold this year; we wrote several articles but will highlight points from one of them as it adequately sums our overall theme for 2016.

Saturday, December 10, 2016

Gold and Silver, Just the Facts Man / Commodities / Gold and Silver 2016

By: Rambus_Chartology

This first precious metals combo chart is one I try to show you at least twice a week so you can follow the price action as it’s unfolding in real time. Except for SLV the other indexes have now traded below their respective neckline for five weeks now. If you look at the sidebar you can see which sectors are doing the best and which ones are weakest. As you can see GLD has been by far the weakest of the four while SLV has been the strongest. To negate these H&S tops we would need to see the price action close back above the necklines. The necklines are your lines in the sand, above is bullish and below is negative.

Friday, December 09, 2016

Gold Futures Selling Exhausting / Commodities / Gold and Silver 2016

By: Zeal_LLC

Gold has suffered brutal, withering selling pressure in the month following the US presidential election.  The stock markets’ surprise surge after Trump’s surprise win has led speculators and investors alike to rush for the gold exits.  As usual the former group’s extreme selling came largely through gold futures.  But this gold-futures dumping has been so severe that it is rapidly exhausting itself, a bullish omen for gold.

Friday, December 09, 2016

ECB ‘Bazooka’ Extended – Will Buy EUR 60 Billion Per Month Until At Least December 2017 / Commodities / Gold and Silver 2016

By: GoldCore

The ECB’s ‘Bazooka’ is back and ‘Super Mario’, the European Central Bank’s monetary magician did not disappoint QE addicted markets yesterday by extending ultra loose monetary policies and quantitative easing until at least December 2017.

The euro fell and gold rose 1.1% in euro terms from €1,090/oz to €1,102.85. Stocks globally moved higher, and European stocks look set for their best week since February, supported by the extended ECB currency printing and a calm, some would say complacent and irrationally exuberant, reaction to the Italian referendum.

Thursday, December 08, 2016

Trump Could Fuel A Nuclear Energy Boom In 2017 / Commodities / Uranium

By: OilPrice_Com

With Trump at the helm, sentiment gives way to practicality in the energy industry. For the vast untapped potential of the nuclear energy industry and the uranium that feeds it, this could contribute to a market-disrupting revival that no longer bows to fear and the politics of economy.

While there have been some oversupply issues keeping uranium prices down, the bigger problem has been negative sentiment rather than real fundamentals, but the Trump presidency will see through that.

Thursday, December 08, 2016

Crude Oil and Gold, Silver Precious Metals Link / Commodities / Crude Oil

By: Nadia_Simmons

Trading position (short-term; our opinion): Short positions (with a stop-loss order at $54.51 and initial downside target at $45.43) are justified from the risk/reward perspective.

On Tuesday, crude oil moved lower and lost 1.66% after data showed that OPEC production rose to about 34.2 million barrels per day in Nov, hitting another record high. In this environment, light crude slipped under $51 and approached the barrier of $50, and thus the short position that we had opened early during yesterday’s session were already profitable at its end. Will we see a drop below the key $50 level in the coming days?

Wednesday, December 07, 2016

Gold: Warren Buffett Is Absolutely Right (And Wrong) / Commodities / Gold and Silver 2016

By: Kelsey_Williams

And many others are, too.

Among their various characterizations of gold are the following:  it is an unproductive asset; it doesn’t ‘do’ anything; it just sits there; it’s too volatile; stocks are a much better investment.

Wednesday, December 07, 2016

Silver Bullion Price Buying Opportunity for 2017? / Commodities / Gold and Silver 2017

By: Nadeem_Walayat

In my second video in this series looking at prospects for previous metals investing for 2017, I take a look at the silver bullion price. Also remember to check out the other videos in this precious metals series.

Tuesday, December 06, 2016

Gold Bullion Price Buying Opportunity for 2017? / Commodities / Gold and Silver 2017

By: Nadeem_Walayat

This is the first in a series of video analysis that take a look at the precious metals and their stocks. The Gold price has recently taken quite a battering with the price having fallen form a 2016 high of $1378 to its last close of $1171 which is not far from its low for 2016 of $1071 set early on in the year which is perking my interest on whether now could be time to accumulate some more of the golden precious metal that mankind has been obsessing over ever since we sought out the gold and silver shimmering signs of water on the horizon on the sun baked parched east african savanna as has been imprinted within our DNA.

Tuesday, December 06, 2016

Shariah Gold Standard Approved for $2 Trillion Islamic Finance Market / Commodities / Gold and Silver 2017

By: GoldCore

by Jan Skoyles, Editor Mark O’Byrne : The Accounting and Auditing Organisation for Islamic Financial Institutions (AAOIFI) and the World Gold Council have made an important decision which was announced yesterday at the World Islamic Banking Conference in Bahrain.

This decision is about one of the most important markets in the world: the gold market, an invest-able market worth an estimated $2.4 trillion and is also of significance for the world of Islamic finance.