Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, July 09, 2014
Gold Metals and Miners Bull Market Point of Recognition / Commodities / Gold and Silver Stocks 2014
I think that the Metals and Miners Bull Market has just began and we are very close to the point of recognition of a new bull market which should give us an idea of what to expect going forward. As we have already seen in the past the first phase of a bull market is frustrating as many investors usually lose their positions too early and are therefore often left behind. This is how bull market works. Charts are telling me that Metals and Miners are on the verge of a massive breakout which could be the point of recognition of a new cyclical bull market.
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Wednesday, July 09, 2014
Gold and Silver - The 'Independent Fed' - Deutschland vs Brasilien / Commodities / Gold and Silver 2014
Gold and silver were hit by a trailing stop boogie woogie this morning, a half feeble effort to shake out the long who are running their stop loss orders a bit close. These sorts of things do not bother us because we have an intermediate to longer term investment horizon, right? lol.
Otherwise gold and silver finished largely unchanged on the day.
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Wednesday, July 09, 2014
Graphite, Lithium and REEs Essential to Hot Technologies / Commodities / Rare Earths
Graphite. Lithium. Rare earth elements. What do these metals and minerals have in common? They are playing bigger and more critical roles in widely used big kid toys like smartphones, tablets and electric vehicles. Investors can't stay on top of every hot commodity but Luisa Moreno, mining analyst with Euro Pacific Canada, offers some companies developing graphite, lithium and REE resources for the toys and technology of the future in this interview with The Mining Report.
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Wednesday, July 09, 2014
Fed’s NIRP and Its Implications for Gold Investors / Commodities / Gold and Silver 2014
Believe it or not, we are finally witnessing a true monetary revolution. Unfortunately it is not the one that gold bugs have long waited for. Quite the opposite. We have the so called “monetary cranks” governing one of the most important central banks in the world. People who set the interest rates not at very low, not even at zero, not even at negative real interest rates, but at negative nominal interest rates. Hold your horses and constrain your joy – this does not concern the interest rate on your loan. It is the interest rate for the deposit facility at the central bank.
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Tuesday, July 08, 2014
Are We Running Out of Oil? / Commodities / Crude Oil
Dr. Kent Moors writes: For many years, a number of industry experts have been sounding the alarm that America, and the world, are about to run out of oil.
This is nothing new. In 1914, the Bureau of Mines said that U.S. oil reserves would be exhausted by 1924. The Interior Department said global reserves would last 13 years… and that was in 1939. In 1956, Shell Oil geoscientist Marion King Hubbert advanced his peak oil theory, which said that world oil production had peaked and would begin to decline until all of the oil was gone.
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Tuesday, July 08, 2014
German Gold Depots: Financial Supervisory Authority inquires Data / Commodities / Gold and Silver 2014
Goldreporter obtained information that the Federal Financial Supervisory Authority (BaFin) has asked German banks and investment intermediaries in a letter, to hand over data about their clients investments in precious metals until mid-July.
The state wants to know how much money Germans have invested in gold and silver. Information provided to Goldreporter shows that the BaFin requested copious information about client investments in precious metals from German banks and asset managers. But the requested information is only about derivatives.
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Monday, July 07, 2014
Bearish Reversal In Play For Crude Oil Price? / Commodities / Crude Oil
Crude Oil has turned bearish in the last two weeks and is now already testing the trendline connected from the start of January. As such, a three wave rally up in wave 2) can be finished, which means that bearish trend may even accelerate in the next couple of weeks. We however, still need a decisive break of that line as well as a daily close beneath wave B level; 101.60 support.
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Sunday, July 06, 2014
Why Gold Prices Hit a Three Month High This Week / Commodities / Gold and Silver 2014
Diane Alter writes: The current gold price as of July 1 represents a three-month high amid a weaker dollar and ongoing geopolitical tensions.
Gold for August delivery traded up $4.70 at $1,326.70 an ounce in early market action Tuesday. At last check, spot gold was up $2.70 to $1,333.60, its highest level since March 24.
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Saturday, July 05, 2014
Gold And Silver Charts Proving More Reliable Than Fundamentals / Commodities / Gold and Silver 2014
Pick your poison for knowing what news is impacting gold and silver these days. Both have been in year-long TRs, [Trading Range], within a broader down trend context. That may be in the process of changing, but change takes time to turn a trend.
From our limited point of view, the list of events that are impacting the suppression of gold and silver all revolve around the NWO [self] destruction of the petrodollar, that fiat Federal Reserve Note, commonly [mis]called the “dollar,” and soon to lose its status as the world’s reserve currency.
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Saturday, July 05, 2014
Shanghai Silver - Another Dog that Did Not Bark / Commodities / Gold and Silver 2014
The 'headline numbers' for the Non-Farm Payrolls came in better than expected.
Gold and silver held their places well, and especially silver which is now the lead sled dog for my thinking. This is because July is an active month on the Comex of course but also because of the levels of physical inventory, both here and abroad.
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Saturday, July 05, 2014
Will Gold Price Continue to Consolidate? / Commodities / Gold and Silver 2014
Until recently, the world has forgotten about gold and gold futures prices it would seem. A few years ago, all we heard about was gold and silver futures making new highs on the back of the Federal Reserve’s constant money printing schemes. However, after a dramatic selloff the world of precious metals it became very quiet.
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Friday, July 04, 2014
A Crude Interruption? / Commodities / Crude Oil
In the world of financial assets everything appears to be calm. Risk is on, CDS premiums and the VIX near all time lows, short/long term interest rates cheap, and central banks continue to flood the markets with liquidity. So how could a “black swan” arise from the ashes to disrupt the world’s economy?
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Friday, July 04, 2014
Gold and Silver Price Underlying Strength / Commodities / Gold and Silver 2014
Gold and silver spent most of the week consolidating recent gains by moving broadly sideways, but their underlying strength was a notable feature. The first chart is of gold and its open interest on Comex.The increase in open interest tells us that the rise in price was on the back of buying rather than a bear squeeze, which would have seen rising prices on steady-to-declining OI. This is an important development, because it indicates that speculators are beginning to think the downtrend of the last 30 months might be over. Without buying into a new rising trend, any rally would be limited to a bear squeeze. Read full article... Read full article...
Friday, July 04, 2014
The Coming Two-Stage Silver Price Rally / Commodities / Gold and Silver 2014
As the MSM, Wall Street and various so-called analysts waste time focusing on worthless and insignificant data, the price of silver is positioning itself for the coming TWO-STAGE RALLY. The majority of the precious metals analysts discuss the revaluation of silver as it pertains to the amount of fiat currency in the system.
While this is a good determination (from past historical guidelines), it only deals with one part of the overall equation. The second and maybe the more important factor... is the destruction of "PAPER CLAIM CHECKS" on physical assets.
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Friday, July 04, 2014
Energy Independence: Financial Fact or Political Fiction? / Commodities / Energy Resources
It has been more than a year since Citigroup Inc. published "Energy 2020: Independence Day," outlining the impacts of progress toward North American energy self-sufficiency. For this special 4th of July edition of The Energy Report, we reached out to experts in the energy investing space for an update on how recent political events and production trends in the field impact our ability to produce what we use. For Porter Stansberry, Marin Katusa, Chris Martenson, Bill Powers and Cactus Schroeder, the prospects for the future—and the associated investing opportunities—depend on the perspective.
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Friday, July 04, 2014
Will the Energy Crisis Hit Home This Winter? / Commodities / Energy Resources
Kent Moors writes: It’s hard to imagine as we swelter in the summer heat, but many countries are going to be in real trouble this winter. Wars, rebel activities, and geopolitical struggles will mean possible energy shortages throughout Europe and Asia.
In the Ukraine and other places in Eastern Europe and Asia, it could be a cold, dark winter. Gas and oil shortages and supply disruptions may mean that some folks literally freeze to death.
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Thursday, July 03, 2014
How to Score in Trading the World's Key Commodity Markets / Commodities / Commodities Trading
If you've ever tried your hand at futures trading, and if you've been watching the 2014 World Cup, you've probably thought to yourself -- Yup. This looks like how it feels to invest in commodities.
Hey, if the cleat fits!
The world of commodities trading is competitive and cutthroat. The action is nonstop. Passes happen in the blink of an eye. There are no commercial breaks, or half times. And those on the field never stop paying attention to price charts, scanning and waiting for opportunity to strike.
And then comes the moment to act. You're the last guy in a penalty shootout. All that stands between you and the goal is the ticking of the clock, fatigue, and doubt.
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Thursday, July 03, 2014
Gold Will Be the Final Currency – Yes or No? / Commodities / Gold and Silver 2014
Will gold regain its monetary standing and will it again back a major currency as in previous centuries?
Readers on www.deviantinvestor.com responded to my question about the creation of a gold backed currency by July 2017. The voting shows about 78% believe that within 3 years there will be a gold backed currency – perhaps issued by China, Russia, or even the United States. This is sensible because readers on the DI site are generally pro-gold and suspicious of unbacked debt based paper currencies.
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Thursday, July 03, 2014
Top Junior Gold Producer / Commodities / Gold and Silver Stocks 2014
The Timmins gold district is by far the most productive within Canada’s prolific Abitibi greenstone belt. It has produced in the neighborhood of 70m ounces of gold, and operations are still going strong. Namesake mining company Timmins Gold is forecasting 2014 output of 120k ounces, making it one of North America’s top junior gold producers. But provocatively not one of Timmins’ ounces is coming from within the Timmins district.
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Thursday, July 03, 2014
Dow and FTSE100 Stock Market Updates / Commodities / Global Stock Markets
Let’s start with the Footsie daily chart.
Currently the Footsie is tracking out exactly as laid out in my previous report. That requires one more pop up into a top above the recent top of 6895 but should be held by the 1999 top of 6951. The recent drop had a couple of hits against the lower Bollinger Band and has now made its way back to the top band signifying the final move to high is now underway.