Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, March 14, 2014
Gold Price Rebound Driven by Big Futures Buying / Commodities / Gold and Silver 2014
By: Zeal_LLC
Gold’s strong rebound upleg this year has been driven by big gold-futures buying. After abandoning gold last year, American futures speculators are returning to the yellow metal in droves. These capital inflows are a very bullish harbinger, as major futures buying is the primary fuel for young gold uplegs before investors return to take the baton. And this big gold-futures buying is likely less than half done!
Friday, March 14, 2014
The Best Case For Gold In Years: World War III / Commodities / Gold and Silver 2014
By: Jeff_Berwick
The Ukraine is a cesspool of geo-political posturing, and it poses a great danger to our society. What is going on in the Ukraine is openly admitted by mainstream media to be largely helped along by US taxpayer money via government. This involvement by the US, on Russia's border, is really an act of war. As The Guardian wrote in 2004:
"[...]the campaign [Orange Revolution] is an American creation, a sophisticated and brilliantly conceived exercise in western branding and mass marketing that, in four countries in four years, has been used to try to salvage rigged elections and topple unsavoury regimes[...]The Democratic party's National Democratic institution, the Republicn party's International Republican Institute, the US state department and USAid are the main agencies involved in these grassroots campaigns as well as the Freedom House NGO and billionaire George Soro's open society institute."em>
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Friday, March 14, 2014
Gold, Silver, Blind Men and Golden Elephants / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
"The first rule of mainstream financial journalism and, particularly, financial journalism about gold is never to put a specific critical question about the monetary metal to any of the primary participants in the gold market, central banks. That is, nearly all gold market reporting is, by design, irrelevant distraction at best, disinformation at worst." -Chris Powell, Gold Anti-Trust Action Committee
Friday, March 14, 2014
Gold Price Storms Through $1350 / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
Last Monday gold ended a week-long consolidation that saw it fall from $1354 to $1329, before rising strongly to over $1370 yesterday. Not only is Asian demand still outstripping mine supply by a large margin, but physical ETFs such as GLD are now beginning to see more buyers than sellers, and so are no longer a source of supply.
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Friday, March 14, 2014
Bearish Banks Help Fuel Gold’s Meteoric Run / Commodities / Gold and Silver 2014
By: Clif_Droke
Just when you thought the last of the big institutional banks were ready to throw in the towel on their bearish metal forecasts, yet another one has joined the ranks of the gold bears. Morgan Stanley was the latest to enter the fray on Monday when it lowered its gold price forecast for 2014 and 2015 in a research report. The group based its lower forecast on the expected impact of reduced monetary stimulus combined with increased regulatory pressure on investment banks to reduce the scale of proprietary commodities trading.
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Thursday, March 13, 2014
Breakout in Gold Price and Gold Mining Stocks! / Commodities / Gold and Silver 2014
By: Jordan_Roy_Byrne
Lately we’ve been writing about why we expected the rebound in precious metals to continue without any serious setbacks. After a major low, sentiment can remain muted for several months even in contrast to the improving market action. Yet, a look at history shows that rebounds from major lows can continue unabated and unscathed for more than a year. The rebound in precious metals thus far appears to be following this script. It has received a further boost with the breakout in Gold yesterday and as of now, the breakout in the gold miners.
Thursday, March 13, 2014
The Silver Storage Myth / Commodities / Gold and Silver 2014
By: Paul_Behan
I have often heard some “experts” explain how much space it takes to store physical silver in comparison to gold. For example, they say if the gold silver ratio is (GSR) is 50 to 1, it takes 50 times more space to store the physical silver over the same value of gold. While the GSR is valid for comparing the price of the two metals, it only makes up part of the equation on the space it takes for storage. What is often overlooked is the density of the metals. The density of pure gold is 19.3 which equates to:
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Wednesday, March 12, 2014
The Case for Gold Right Now / Commodities / Gold and Silver 2014
By: Michael_J_Kosares
With special thanks to the St. Louis Federal Reserve and its FRED charting software.
Published with permission. These charts update automatically.
'A picture is worth a thousand words'
This collection of charts is for those who do not like a lot of verbiage to justify an investment decision -- just the facts. Two primary themes drive the specific chart selections presented here:
First, it is clear that none of the factors which caused the financial crisis of 2008 have been addressed in any sustainable fashion by those charged with setting economic policy. Explosions in both the monetary base and reserve bank credit show they have simply been 'papered-over' - a far-cry from a lasting solution. In fact, one could argue (and many have) that such policies may one day fuel a second tier to the crisis even more damaging than the first.
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Wednesday, March 12, 2014
Copper Price Breakdown Means Short Silver / Commodities / Gold and Silver 2014
By: P_Radomski_CFA
Briefly: In our opinion short speculative positions (half) in silver and mining stocks are justified from the risk/reward perspective.
There were basically no changes in gold, silver and mining stock charts yesterday, except for gold moving slightly higher on news about increased tensions in Ukraine. Gold's reaction was once again weak.
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Wednesday, March 12, 2014
Three Reasons to Buy Gold Now / Commodities / Gold and Silver 2014
By: DailyGainsLetter
Mohammad Zulfiqar writes: When it comes to gold bullion prices, despite their mere 10% climb since the beginning of 2012, I wouldn’t be at all surprised to see gold bullion prices increase even further. With this, companies producing or looking for the precious metal are still presenting a great buying opportunity.
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Wednesday, March 12, 2014
Copper Price Crash / Commodities / Copper
By: Ed_Carlson
It seems like yesterday that we were being constantly barraged with stories in the media of vandals ripping up and stealing copper pipes, wires, etc. from housing projects, airports and the like. With the price of copper down over 40% from its peak in 2011 those stories are few and far between.
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Wednesday, March 12, 2014
Gold Price 14 Years and Three Patterns / Commodities / Gold and Silver 2014
By: DeviantInvestor
Gold peaked in August of 2011 and fell erratically into December 2013.
Was that the end of the collapse, or is there more downside coming in gold prices?
Bearish Scenario: Listen to the banks who are forecasting weak prices in 2014 and thereafter. "Nothing to see here folks, the dollar has weakened drastically since 1971, gold sells for 30 times its 1971 price, but it's all good. Just move on and pretend... Gold will drop below $1000 before you can say 2016 elections..."
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Tuesday, March 11, 2014
Gold Price Uncertainty, the Fix and the Quantum / Commodities / Gold and Silver 2014
By: Paul_Tustain
Does one of the great mysteries of the universe shed light on allegations surrounding the Gold Fix? Or is it the other way around?
When Werner Heisenberg looked at his brand new quantum formulae in 1927, he noticed something weird.
The world of very small spaces and particles is ruled by matrix mechanics, but as you may remember from your school mathematics, in matrix multiplication (A * B) * C is not the same as A * (B * C). What Heisenberg saw was that because of the difference in the two matrix products there would always be uncertainty as to key physical properties of a particle. His discovery forbids a particle from having both precisely defined motion and precisely defined position at the same time.
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Tuesday, March 11, 2014
Gold's Bull Days Are Back? Making Green from Gold, Palladium and Pollution / Commodities / Gold and Silver 2014
By: Frank_Holmes
Gold is coming back with a vengeance, experiencing a clear recovery and grabbing the attention of market cynics. Analysts from Noruma Securities even upgraded its outlook for gold, expecting bullion to climb over the next three years, according to Barron's.
Nomura analysts attribute their increased gold forecast to real interest rates that "don't seem to be heading anywhere at the moment." In addition, there appears to be "long-term demand support from Asian nominal income growth, an evolving post-QE macroeconomic environment and lower disinvestment potential."
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Tuesday, March 11, 2014
Shale, the Last Oil and Gas Train / Commodities / Shale Oil and Gas
By: OilPrice_Com
How much faith can we put in our ability to decipher all the numbers out there telling us the US is closing in on its cornering of the global oil market? There's another side to the story of the relentless US shale boom, one that says that some of the numbers are misunderstood, while others are simply preposterous. The truth of the matter is that the industry has to make such a big deal out of shale because it's all that's left. There are some good things happening behind the fairy tale numbers, though--it's just a matter of deciphering them from a sober perspective.
Tuesday, March 11, 2014
Silver Price Back Below $21 / Commodities / Gold and Silver 2014
By: P_Radomski_CFA
Briefly: In our opinion short speculative positions (half) in silver and mining stocks are justified from the risk/reward perspective.
We previously emphasized that the situation in Ukraine was the main bullish factor for higher precious metals prices (mainly for the price of gold) and that remains to be the case. However, even though the situation didn't improve, precious metals moved decisively lower on Friday. This does not bode well for the precious metals market, but let's examine the key charts before making the final call (charts courtesy of http://stockcharts.com):
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Monday, March 10, 2014
Gold Price Seasonal: When Is the Best Month to Buy? / Commodities / Gold and Silver 2014
By: Jeff_Clark
Many investors, especially those new to precious metals, don't know that gold is seasonal. For a variety of reasons, notably including the wedding season in India, the price of gold fluctuates in fairly consistent ways over the course of the year.
This pattern is borne out by decades of data, and hence has obvious implications for gold investors.
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Monday, March 10, 2014
Agri-Commodity Prices New High! / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
The Agri-Food Price Index hit an all time record high for the week ended 7 March. This index of Agri-Food prices is rather comprehensive in that it includes sixteen(16) important Agri-Commodities. That index is plotted in the chart below which covers the past almost two years.
Monday, March 10, 2014
Micro to Macro Charts In Support of Silver Price / Commodities / Gold and Silver 2014
By: Rambus_Chartology
In this report I want to take a good hard look at silver which has been the laggard in the precious metals complex to see if there is something technically wrong. If you been following the precious metals complex for any length of time you'll know that silver can be contrarian at times. It likes to start out slow and then once gold begins to pickup the pace then silver will play catchup. Once silver gets ready to move it can rally hard and fast catching up to gold and surpassing in on a percentage basis. So far since the December low silver is playing its game of Opossum by looking weak and not confirming the move in gold or the precious metals stocks. I think this is a deceptive look on silver right now. Lets see what the charts are telling us about silver and look for some clues that might help shed some light on what is really taking place right now.
Monday, March 10, 2014
Copper limit Down in Full Crash Mode, Commodities in Peril / Commodities / Copper
By: Anthony_Cherniawski
DBA has just completed a 65.6% retracement of its previous decline. This is a typical bear market rally propelled by shorts having to cover. This is why shorting the market can be a zero sum game, if profits aren’t taken early. On the other hand, this presents another opportunity to short agricultural products. The decline may be breathtaking, as DBA goes into a Primary Cycle decline.