Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, February 28, 2014

New Silver Major Is Born / Commodities / Gold and Silver 2014

By: Zeal_LLC

Just last month Tahoe Resources announced the achievement of commercial production at its Escobal mine.  And sounding the trumpets on such an exploit most certainly deserves investors’ attention.  When 2014 comes to a close, Tahoe will be flexing its muscles as a global top-10 silver producer!

At an annual clip of approximately 20m ounces, Escobal will be the world’s third-largest primary silver mine behind only BHP Billiton’s Cannington mine (Australia) and Fresnillo PLC’s namesake Fresnillo mine (Mexico).  This mine makes Tahoe the world’s third-largest primary silver producer, behind only Fresnillo and Pan American Silver.  And it even vaults host country Guatemala into the global top 10.

Friday, February 28, 2014

Silver Profit Taking After Eight Consecutive Weeks of Rising Prices / Commodities / Gold and Silver 2014

By: Alasdair_Macleod

The rise in the gold price ran into profit-taking on Wednesday. Having risen $160 to $1345 some short-term profit taking is only to be expected, and silver followed suit.

The action in silver revolved round the March contract on Comex, with some players choosing to close their positions rather than roll it into a later month. This action can be clearly seen in the chart below.

Friday, February 28, 2014

Gold in 2013 the Foundation for 2014 / Commodities / Gold and Silver 2014

By: Alasdair_Macleod

The chronological events of 2013 set the background for gold in 2014. It was a momentous year which should ensure a rise in the gold price in 2014.

Before 2013 demand for physical ETFs was high. At the same time Asian demand, from China, India, Turkey and elsewhere, was accelerating leaving Western bullion markets increasingly short of physical liquidity. Hong Kong and China between them in 2012 had absorbed on official figures 1,458 tonnes, and India a further 988 tonnes, ensuring 2013 kicked off with more global demand than available supply from mines and scrap.

Friday, February 28, 2014

Silver Position Limits, Commodity Perceptions and Monetary Ignorance / Commodities / Gold and Silver 2014

By: Dr_Jeff_Lewis

The dividing line between silver performing as a monetary asset versus an industrial commodity is tethered to a broken price discovery system, where unlimited position limits are held by the most influential of traders.

This fault line, at the heart of price manipulation, paints a dangerous and false perception that permeates the trading landscape - as well as the mainstream perception of money.

Friday, February 28, 2014

The Heart of Gold / Commodities / Gold and Silver 2014

By: Jesse

"The desire of gold is not for gold. It is for the means of freedom and benefit...For what avail the plough or sail, or land or life, if freedom fail?" Ralph Waldo Emerson

"Over the long run, the price of gold approximates the total amount of money in circulation divided by the size of the gold stock. If the market price of gold moves a long way from this level, it may indicate a buying or selling opportunity." Ray Dalio

Thursday, February 27, 2014

GOLD Price Elliott Wave Analysis: Resistance Nearby / Commodities / Gold and Silver 2014

By: Gregor_Horvat

On gold we have adjusted the wave count after recent acceleration and daily close above 1300 level. We are now tracking an incomplete triangle in wave 4) but bias remains the same; we see move up from 1181 as temporary and corrective retracement that may stop and send prices down in second part of this month. We see resistance for a potential turning pint at 1330, 1362, followed by 1376.

Thursday, February 27, 2014

U.S. Dollar Rallies, Gold Declines / Commodities / Gold and Silver 2014

By: P_Radomski_CFA

In short: In our opinion short positions (half): gold, silver, and mining stocks are justified from the risk/reward perspective.

The entire precious metals sector declined yesterday, even gold. Has the situation changed enough to double the short position? Let’s take a closer look (charts courtesy of http://stockcharts.com).

Thursday, February 27, 2014

Gold, QE, The Federal Reserve and Janet Yellen / Commodities / Gold and Silver 2014

By: Bob_Kirtley

The Federal Reserve
The formulation of any investment strategy requires the investor to be well aware of the big picture which includes an understanding of the wider economic and political environment. One of the major elements to be considered is the various actions being implemented by our politicians and the central banks. One such central bank is The Federal Reserve who controls the money supply in the United States. 

Thursday, February 27, 2014

WhatsApp and the Wild, Weird, Wacky World of Investing / Commodities / Mergers & Acquisitions

By: Vitaliy_Katsenelson

Recently, in a conversation with another investor, I referred to a company’s management as being “extremely honest.” I was corrected, that honesty is binary and cannot be described with an adjective — a person is either honest or not.

The same applies to the word insane — you cannot be insane a little. Insane is, however, the word I would use to describe the valuation that Facebook paid for WhatsApp. You see, beyond a certain point at which the boundaries of reason have been thoroughly breached, quantifying the valuation paid for WhatsApp is like putting an adjective in front of infinity.

Thursday, February 27, 2014

Gold Takes an "Unexpected" Turn - Video / Commodities / Gold and Silver 2014

By: EWI

You should beware when investor sentiment becomes extreme

Financial markets often turn just when the majority least expect it. Such was the case when gold hit its all-time high in September 2011, and, at its most recent low in December 2013. Now that the precious metal just hit a four-month high, EWI's Financial Forecast Service tells you what to expect next.

Wednesday, February 26, 2014

China Gold Imports Surge – Or Fall. You Decide / Commodities / Gold and Silver 2014

By: John_Rubino

Chinese gold imports are becoming a case study in the power of journalists to control the slant of a story by deciding which facts to highlight. The following chart contains the relevant data.

Wednesday, February 26, 2014

The Five Greatest Gold Robberies / Commodities / Gold and Silver 2014

By: Jan_Skoyles

Gold has captured the imaginations of crime writers and film makers for years, but sometimes there are gold heists that you just can’t make up.

Thefts involving the world’s most precious metal always make headlines. Some aren’t even that daring, but it is the thought that something pirates, invaders, highway men and bandits used to risk their lives to steal, is still the ultimate loot. In newspaper reports there is always an underlying sense of admiration for the sheer brazenness of the robbers and some incredulity at what they may or may not have pulled off.

Wednesday, February 26, 2014

Have the Gold and Silver Prices Resumed the Uptrend and If So Why? / Commodities / Gold and Silver 2014

By: Julian_DW_Phillips

Gold is now above $1,330 and setting a pattern of short consolidations up against overhead resistance before breaking through and moving higher. This seems to contradict the popular opinion that gold should be sold and funds invested in equity markets.

Wednesday, February 26, 2014

Why I’m Even More Bullish on Gold Bullion Now / Commodities / Gold and Silver 2014

By: DailyGainsLetter

Mohammad Zulfiqar writes: Since the beginning of the year, one asset class has shone when compared to the stock market. I am talking about gold bullion. The yellow shiny metal’s prices are up more than 10%. The stock market, on the other hand, hasn’t performed as well. For example, year-to-date, the S&P 500 is only up by little more than one percent. With this said, I believe gold bullion can surprise investors even more this year.

Wednesday, February 26, 2014

What’s Waiting for Me at Windsor Castle / Commodities / Energy Resources

By: Money_Morning

Dr. Kent Moors writes: Marina and I are off to another airport…

On Thursday, we’ll be flying “across the pond” for a stay at Windsor Castle outside London.

We’ll be there for the annual Windsor Energy Consultations. It’s a three-day event that promises to include some intense discussions with some of the most gifted energy minds in the world.

Wednesday, February 26, 2014

For Investing 2014 Gains Look to Uranium / Commodities / Uranium

By: The_Energy_Report

Paul Renken, senior geologist and analyst with VSA Capital, calls 2014 a soft year for gold and silver prices, but foresees stronger prices—and demand—for nickel, copper and tech metals as the year progresses. In this Mining Report interview, he lists the three commodities investors should feel good about and digs into the details of the Indonesian ban on exports of raw ore.

The Mining Report: Paul, what three predictions for 2014 does VSA Capital have for mining investors?

Tuesday, February 25, 2014

Why the Resource Supercycle Is Still Intact / Commodities / Resources Investing

By: Casey_Research

By Rick Rule, Chairman and Founder, Sprott Global Resource Investments Ltd.

Natural-resource-based industries are very capital intensive, and hence extremely cyclical. It is not unreasonable to say that as a natural-resource investor, you are either contrarian or you will be a victim. These markets are risky and volatile!

Monday, February 24, 2014

Boundless Natural Gas, Boundless Opportunities / Commodities / Natural Gas

By: OilPrice_Com

The Energy Information Agency (EIA) has predicted that natural gas production in the US will continue to grow at an impressive pace. Right now output is close to 70 billion cubic feet a day and is expected to reach over 100 billion cubic feet per day by 2040. The trend is likely to continue without hitting a geologic "peak", and along with this trend will come new marketing opportunities for America.

Monday, February 24, 2014

Gold and Silver Juniors Mining Stocks Outperformance / Commodities / Gold and Silver Stocks 2014

By: P_Radomski_CFA

In short: In our opinion short positions (half): gold, silver, and mining stocks are justified from the risk/reward perspective.

Gold, silver and mining stocks didn't do much on Friday, so what we wrote in Friday's alert is generally up-to-date. However, since the week is over, we have weekly closing prices and volume levels. One of the ratios that we monitor provides a very significant indication as far as weekly price changes are concerned. Let's take a closer look (charts courtesy of http://stockcharts.com).

Monday, February 24, 2014

The Coming Silver Storm: The Public Is Not Prepared / Commodities / Gold and Silver 2014

By: Steve_St_Angelo

The financial sky is growing dark.  The stock markets are experiencing volatile trade winds.  The barometer of the economy grows weak as indicators point to another recession looming on the horizon.

The Precious Metal Storm is coming... unfortunately, the public is not prepared.