Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, August 17, 2013

Gold Daily and Silver Excelsior / Commodities / Gold and Silver 2013

By: Jesse

Friday, another up day for the metals, with silver once again leading the charge.

There was an early morning 'dipsy-doodle' just to keep the day traders from banging their F12 buttons too steadily.

Friday, August 16, 2013

It’s TimeTo Buy Gold Again / Commodities / Gold and Silver 2013

By: Sy_Harding

Gold has been in a significant bear market since reaching a record high at $1,910 an ounce in 2011. In its collapse gold bullion lost $705 an ounce or 37% of its value to the recent low at $1,195. The gold mining stocks, as measured by the XAU Index of Mining stocks, crumpled even more dramatically, plunging 63% over the same period.

Friday, August 16, 2013

Gold GLD ETF Investors Exodus Reversal / Commodities / Gold and Silver Stocks 2013

By: Zeal_LLC

The flagship GLD gold ETF has suffered a radically unprecedented mass exodus this year.  The capital fleeing this single vehicle was the primary reason gold plunged so dramatically in 2013’s first half.  But just this week, money started flowing back into GLD for the first time in months.  This likely marks the dawn of the GLD exodus’s reversal, which is wildly bullish for gold.  Falling stock markets will play a critical role.

The GLD gold ETF is now formally called SPDR Gold Shares.  Rising from modest beginnings nearly 9 years ago, it has grown into a dominant force in the global gold markets.  This is because GLD acts as a conduit for the vast pools of US stock-market capital to easily and quickly flow into and out of gold bullion.  These capital flows can greatly affect overall gold demand over short periods of time, buffeting gold’s price.

Friday, August 16, 2013

Warning Don’t Try to Time the Gold Market / Commodities / Gold and Silver Stocks 2013

By: Casey_Research

Don't ask Louis James if the gold price has reached bottom. He doesn't care. The senior editor with Casey Research is too busy trying to ferret out those gold miners with a bird in the hand, as he calls it in this interview with The Gold Report. He travels the world, most recently visiting Ethiopia, looking for companies with an overlooked story, an undervalued mine, an underappreciated grade. While James knows no one can time the market, he is quite certain he has found some good values.

Friday, August 16, 2013

When Silver Shortages Reach the Mainstream / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

Many observers have realized that the price of silver will rise dramatically at some point because the amount of paper silver is many times the amount of physical silver. When this fact is even partially acknowledged by the mainstream, silver will probably move much higher.

Friday, August 16, 2013

Short Term Silver Prices and the Next Leg in Sentiment / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

In 1863, the Rothschild brothers of London wrote to associates in New York introducing their banking method into America that:

“The few who understand the system will either be so interested in its profits or be so dependent upon its favours that there will be no opposition from that class, while on the other hand, the great body of people, mentally incapable of comprehending the tremendous advantage that capital derives from the system, will bear its burdens without complaint, and perhaps without even suspecting that the system is inimical to their interests.”

Friday, August 16, 2013

Gold as a System Hedge / Commodities / Gold and Silver 2013

By: Matt_Machaj

Last week we focused on the idea that gold is not an inflation hedge. Today, we will develop this notion even further. If we’re talking about gold as a hedge, it is rather a system-hedge than an inflation-hedge. Since 1973, when the dollar was allowed to float, gold has confirmed this view.

Friday, August 16, 2013

Gold GLD ETF Breaks Out, TLT Breaks Down / Commodities / Gold and Silver 2013

By: Anthony_Cherniawski

GLD broke out this afternoon, creating a temporary “safe haven” for investors fleeing stocks. See the next chart.

Thursday, August 15, 2013

Will China Confiscate its Citizen's Gold? / Commodities / Gold and Silver 2013

By: Julian_DW_Phillips

At one point we thought we were alone in believing that eventually we would see a confiscation of citizen's gold in one or more countries. Then we saw the confiscation of deposits in Cyprus in line with a "bail-in" policy. While this was a banking measure in line with the normal liquidation of a company, it was endorsed by most nations thereafter. The greatest impact was seen on investors worldwide who had never thought that such events would happen.

Thursday, August 15, 2013

What the Silver to Gold Ratio Tell Us About Silver’s Future Price Moves? / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

In our previous essay we focused on silver’s relationship with the general stock market. Today, we think it would be interesting to revisit the silver-to-gold ratio.  However, before we do that,  let's check the recent price action in silver and gold.

Yesterday, silver posted biggest six-day gains in 2 years. Today, in pre-market trading, the white metal climbed up once again and reached the highest level in a month as holdings in the world's largest silver-backed exchange-traded fund, the iShares Silver Trust (SLV ETF), rose to a four-month high.

Wednesday, August 14, 2013

Can Saudi Arabia Pump Enough Crude Oil ? / Commodities / Crude Oil

By: Andrew_McKillop

PREVENTING OIL SHOCK – OR CAUSING IT
One of Wikileaks' most celebrated revelations, in 2011, was a confidential mail from a US diplomat in KSA (Kingdom of Saudi Arabia) stating that he had been convinced by a Saudi oil expert named Sadad al-Husseini using data from as far back as 2005 that the nation's oil reserves are overstated by nearly 40%. The diplomat was certain that KSA could not “keep a lid on oil prices”.

Wednesday, August 14, 2013

Silver: The Gold Silver Ratio Bottom Finder / Commodities / Gold and Silver 2013

By: DeviantInvestor

Six of eight significant silver market lows in the past 23 years occurred when the GSR (gold to silver ratio) was > 64 and the RSI (Relative Strength Index of the GSR was < 35.

Silver, in late June and early July 2013, met the above criteria, along with a near record low RSI of the GSR, and a record low in the TDI Trade Signal Line. These are strongly bullish conditions.

Wednesday, August 14, 2013

Today's "Gold Convergence" is Your Best Buy Signal Yet / Commodities / Gold and Silver 2013

By: Money_Morning

Peter Krauth writes: We've been recommending gold shares for months now, ever since prices collapsed in April. But timing's getting critical, because now the market is telling you gold is set to surge...

The first piece of evidence hit my radar on August 1st, moments after Barrick Gold released its $8.7 billion "news." (More on that in a minute.)

Wednesday, August 14, 2013

Silver Price Correction Over, Seasonally Strong September Ahead / Commodities / Gold and Silver 2013

By: Clive_Maund

All the signs are that silver's long correction is now over and that it is beginning a major uptrend. The Commercials have cleared out most of their short positions, for a massive profit of course, meaning that the slate is wiped clean for the game to start over anew. Public opinion and sentiment towards silver remains rotten, which is exactly what you expect to see at a major low, with the investing public at large, having been duly "educated" by the mainstream media, harboring a negative attitude to silver and if anything inclined to short it. Lastly, seasonal factors couldn't be better - August and September are good months for gold which will have a positive influence on silver and September is traditionally the best month of the year for silver by far.

Wednesday, August 14, 2013

Gold Right on the Doorsteps of a Big Rally / Commodities / Gold and Silver 2013

By: Clive_Maund

All the pieces are in place for a major uptrend in gold to begin right away, and it appears to be starting as this is being prepared. The Commercials have cleared out virtually all of their short positions, for a massive profit of course, meaning that the slate is wiped clean for the game to start over anew. Public opinion and sentiment towards gold remains rotten, which is exactly what you expect to see at a major low, with the investing public at large, having been duly "educated" by the mainstream media, harboring a negative attitude to gold and if anything inclined to short it. Lastly, seasonal factors couldn't be better - August and September are traditionally the best months of the year for gold.

Wednesday, August 14, 2013

Gold Stocks are Leaving the Station / Commodities / Gold and Silver Stocks 2013

By: Jordan_Roy_Byrne

All aboard and back up the truck. The recovery train is soon to leave the station for higher prices!

Obviously, the ideal time for that would have been at the exact bottom. Hours before that bottom we penned an article titled, Epic Opportunity in Gold Stocks. A number of factors came together making a near bulletproof case for a major bottom. Bulletproof is a dangerous word to use and especially for someone (cough, me!) who had anticipated a huge rebound as early as the spring.

Tuesday, August 13, 2013

Gold - Hidden Agenda Behind the Bear Raid / Commodities / Gold and Silver 2013

By: Toby_Connor

First off let's go over the key cyclical points from today's action. Today gold broke above the cycle downtrend line, thus confirming August 7 as a daily cycle low.

Tuesday, August 13, 2013

The U.S. Dollar Outperforms Gold, Silver and the HUI so far in 2013 / Commodities / Gold and Silver 2013

By: Bob_Kirtley

The chart below paints a sorry picture for precious bugs with the US dollar just managing to stay in positive territory as losses mount for gold, silver and the mining sector. In broad terms the US Dollar is up 2%, Gold is down 22%, Silver is down 32% and the miners represented here by the HUI are down 45%. All stomach churning stuff for perma bulls as the mining sector now has to generate gains of around 100% in order to get back to where they were at the start of the year. This is not impossible but it will take a monumental effort to achieve such a recovery.

Tuesday, August 13, 2013

Mining Stocks with the Grade to Survive the Silver Price Downturn / Commodities / Gold and Silver Stocks 2013

By: The_Gold_Report

It's one thing for a silver producer to make a profit at $28/oz and quite another to do the same at $20/oz, declares Chris Lichtenheldt, senior mining analyst at Dundee Capital Markets. In this interview with The Gold Report, Lichtenheldt examines eight silver companies, detailing which ones will be rewarded for high-grade assets and which ones punished for high costs. And he explains why one of his favorites is a silver company that doesn't actually produce silver.

The Gold Report: Silver seems to have stabilized at $20/ounce ($20/oz). Is this significant? If this support holds, can we expect upward movement?

Monday, August 12, 2013

Gold Daily and Silver Slouching Through August Delivery / Commodities / Gold and Silver 2013

By: Jesse

There was intraday commentary on the gold inventory situation and Bullion Heading East here.

I doubt that we are in a normal market correction or even a bear market in the precious metals. Instead what we are seeing is tied intimately with the inability to repatriate Germany's sovereign gold from its custodial holders, without a seven year wait.