Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, February 20, 2014

Bitcoin Craptocurrency Price Crash Accelerates to MTGox $112, Destiny with Extinction / Commodities / Bitcoin

By: Nadeem_Walayat

Magic the Gathering! The worlds largest bitcoin exchange MTGox as measured by volume remains in a state of free fall where those that followed the cue of bitcoin pumper's to buy at last weeks rock bottom prices of around $250 that followed a 2 month collapse from $1250 will now themselves be sitting on a loss of about 55% less than a week later.

Thursday, February 20, 2014

How to Play the Silver Price Rally / Commodities / Gold and Silver 2014

By: Investment_U

Sean Brodrick writes: Silver is rallying sharply this month, up about 14% in the last three weeks and blowing out of its old range. After it closed yesterday at $21.85, I’m confident we’ll see silver test $27 or even $30 by the end of this year.

And that will make a huge difference for undervalued silver producers.

Thursday, February 20, 2014

Significant Silver Price Rallies Usually Follow Major Dow Peaks / Commodities / Gold and Silver 2014

By: Hubert_Moolman

Significant nominal peaks in the price of silver tend to come after significant nominal peaks in the Dow. This has been the case for the last 90 years at least.

It is no coincidence that significant silver rallies follow after significant Dow rallies end. It is simply a natural reaction to what caused the stock market rally as well as the effects of that rally. So, if it happened before, it will certainly occur again.

Thursday, February 20, 2014

These Gold Charts Will Make Your Heart Beat Faster / Commodities / Gold and Silver 2014

By: Frank_Holmes

Gold lovers' hearts beat faster last week, as the metal rose above $1,300 an ounce for the first time since November. The precious metal also climbed above its 200-day moving average, which hasn't happened in about a year.

ISI's John Mendelson noted that the generic gold future "rallied off its mid-December low and has decisively broken out above its downtrend line connecting the descending tops from late August, a near-term positive." The next price he's targeting is $1,350, the price gold was at in late October.

Wednesday, February 19, 2014

Gold and Silver Trading - Silver's Price Upswing and Euro's Resistance / Commodities / Gold and Silver 2014

By: P_Radomski_CFA

In short: In our opinion, no positions are currently justified from the risk/reward perspective.

Not much happened in gold and mining stocks this week, but silver moved higher. We sometimes saw this type of divergence right at the local tops, but it was not an extremely reliable sign. Let’s take a closer look (charts courtesy of http://stockcharts.com).

Wednesday, February 19, 2014

Gold and Silver Margin Call - The Real Reason for Bear Stearns Collapse / Commodities / Credit Crisis 2008

By: Jesse

Ted Butler has put one of his newsletters into the public domain.

It raises some interesting points. As you may recall Bear was suffering losses in a number of financial instruments at the time. But there has not been serious discussion about their precious metal positions.

Wednesday, February 19, 2014

How to Vet Graphite Stock Investments / Commodities / Graphene

By: Metals_Report

Stephen Riddle, CEO of Asbury Graphite Mills Inc., has been in the business long enough to have seen companies come and go, sometimes more than once. He brings a realist's perspective to this Mining Report interview, and explains the questions he asks himself, as an investor, at each stage of mine development. He also comments on the supply-and-demand picture, and names the characteristics of his ideal graphite mine.

The Mining Report: Since 2005, prices for natural flake graphite spiked several times, but spikes have been less common since 2012. How long before we see another price spike or a sustained price run?

Tuesday, February 18, 2014

Silver Price 50 Days and 100 Years / Commodities / Gold and Silver 2014

By: DeviantInvestor

Maintain perspective! Skip the hope and hype, the "analysis" from vested interests, and look at facts:

• Silver closed on February 13, 2014 at $21.42.
• 50 days earlier, on December 26, 1913, it closed at $19.88
• That is about 7.7% price increase in 50 calendar days and about 11% above the December low. The silver bulls are celebrating. The silver bears are probably trying to convince themselves that a huge correction is imminent and perhaps silver will plunge to new lows.

Tuesday, February 18, 2014

GOLD Elliott Wave Trend Forecast - Could Face Resistance Around 1330 / 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.

Tuesday, February 18, 2014

Zinc, the "Workhorse" Metal Is Ready for a Price Breakout / Commodities / Metals & Mining

By: Money_Morning

Peter Krauth writes: It's not surprising that precious metals get the most attention.

They're considered "precious" thanks to their scarcity, beauty, and history as a store of value.

That's all true. But industrial metals do the really hard work.

There's one base metal used worldwide to produce rustproof steel, in a variety of alloys, and even as a health supplement. It's not often spoken of as a great addition to your investment portfolio.

Tuesday, February 18, 2014

Gold’s Comeback and Bitcoin’s Silent Crash / Commodities / Gold and Silver 2014

By: Clif_Droke

It's the tale of two assets: gold, which was largely shunned by investors for most of last year, has made an impressive comeback in recent weeks. Meanwhile Bitcoin, the white-hot "investment" of 2013, has lost value in recent weeks and threatens to violate an important long-term trend line.

Gold made its return to the headlines after exceeding the psychological $1,300 level for the first time since November. Trading volumes have hit their highest level since May as U.S. investors gradually awaken to the attractiveness of gold in the near term.

Monday, February 17, 2014

America's 99 Problems… But Crude Oil Ain’t One of Them / Commodities / Crude Oil

By: Marin_Katusa

America has some serious problems.

Despite the fact that the United States spends $15,171 per student—more than any other country in the world—American students consistently trail their foreign counterparts, ranking 23^rd in science and 31^st in math.

Monday, February 17, 2014

Silver Prices Rise Dramatically At The End - Are We Close To The End? / Commodities / Gold and Silver 2014

By: Hubert_Moolman

Silver or the silver price is generally much more difficult to analyze than gold. Part of the reason is that so much less is known about the specifics of the silver market. Silver analysis is often done "through" the analysis of gold. This is not completely wrong, since silver and gold mostly moves in a similar manner - they have the same monetary properties after all.

Monday, February 17, 2014

The Silver St. Valentine’s Day Breakout / Commodities / Gold and Silver 2014

By: Rambus_Chartology

In this Weekend Report I would like to show you the Chartology of silver that you won’t see anywhere else on the planet. Some of these charts might not conform to the classic textbook scenarios most chartists believe are the only correct ways to construct a chart pattern. I have learned through many years of charting the markets that there are areas in this field that can be opened up for further interpretation and still fall within the loose confines of what is considered a chart pattern. Keeping an open mind in any of the trading disciplines of the markets from Elliot Wave, to cycles or charting can give one more insight and clarity than any one book can give you. Real time analysis and interpretation is the only way to really get to know your chosen field for investing in the markets.

Monday, February 17, 2014

Silver Price Decisive Breakout / Commodities / Gold and Silver 2014

By: Clive_Maund

Silver has confirmed gold's breakout of several days ago by following suit and breaking out above important resistance on Friday on the strongest volume for almost 6 months. This means that we are now in a full on Precious Metals sector uptrend, which is still in its earliest stages.

Monday, February 17, 2014

Gold Price Decisive Breakout, Precious Metals Major Uptrend / Commodities / Gold and Silver 2014

By: Clive_Maund

Gold broke out decisively last week from its downtrend dating back to last August, a development that was confirmed by a dramatic high volume breakout by silver on Friday.

On its 8-month chart we can see that gold broke out both from its downtrend and also from a Head-and-Shoulders bottom. It even managed to close above its 200-day moving average on Friday, although the fact that this average is still falling coupled with an overbought reading on its RSI indicator may lead to gold consolidating a little before it makes further gains. Overall though this is a very positive picture, with a clear breakout, and a now rising 50-day moving average that will lead to a bullish moving average cross if gold can hold its gains made so far or if it advances further.

Sunday, February 16, 2014

Taking Stock Of Gold Stocks – ANV, NGD, AUY, FCX, NEM, AEX, GDX / Commodities / Gold and Silver Stocks 2014

By: Michael_Noonan

[Note: This started as a comparative look at some gold stocks, and it turned into a great exercise in finding trades, if you take the time and go through the steps we outline in each chart. You can begin to see differences in the quality of trade selection, based purely on information the market offers each and every day. Enjoy!]

We often see comments to the effect of interest in gold miner stocks as a play on gold. Ten days ago, we did an analysis of silver-related stocks, Taking Stock of Silver Stocks, looking at SLW, PAAS, CDE, AG, SSRI, and HL. While many view mining companies as a proxy for gold, they are not necessarily so. There are many influences that can affect the performance of a mining stock that are unrelated to the performance of the underlying physical: management, cost of mining, depletion, labor issues, added debt, etc.

Saturday, February 15, 2014

Bankers Can [Will] Steal Your Cash But Cannot Touch Your Gold and Silver / Commodities / Gold and Silver 2014

By: Michael_Noonan

Bankers can and will steal your cash, but there is no way they can take your personally owned and personally held gold and silver. The ongoing plan for 2014 is to buy and hold even more gold and silver and reduce your exposure to cash held in any bank. Just keep enough to cover week by week expenses, and keep the rest of your cash at home, under the mattress, in a safe, buried in the backyard, anywhere but in a bank.

ANYONE who keeps money in any banking system in the Western world is sending an RSVP to bankers to access your funds, and they will not disappoint. The confiscation of Cyprus banking accounts was bandied about as a template for other countries. "No, that would never happen," was a constant refrain. Well, it was just the beginning.

Friday, February 14, 2014

Erosion of Trust Will Drive Gold Price Higher / Commodities / Gold and Silver 2014

By: James_Turk

Q&A with Casey Research

James Turk, founder of precious metals accumulation pioneer GoldMoney, has over 40 years' experience in international banking, finance, and investments. He began his career at the Chase Manhattan Bank and in 1983 was appointed manager of the commodity department of the Abu Dhabi Investment Authority.

In his new book The Money Bubble: What to Do Before It Pops, James and coauthor John Rubino warn that history is about to repeat. Instead of addressing the causes of the 2008 financial crisis, the world's governments have continued along the same path. Another—even bigger—crisis is coming, and this one, say the authors, will change everything.

Friday, February 14, 2014

Gold Stocks Breakout / Commodities / Gold and Silver Stocks 2014

By: Zeal_LLC

Gold stocks just surged to a major technical breakout, a very bullish omen.  Investors are actually starting to redeploy capital in this battered sector, catapulting gold stocks into the early lead as 2014’s best performers!  This year is shaping up to be the polar opposite of last year’s epic carnage, with gold stocks mean reverting back up to fundamentally-reasonable levels.  The vast majority of the buying is still yet to come.

Exiting last year, gold stocks were inarguably the most hated sector in all the stock markets.  And it is easy to understand why.  In a stupendous year when the benchmark S&P 500 stock index blasted 29.6% higher, the flagship HUI gold-stock index collapsed 55.5% lower!  It is hard to imagine a greater performance gap, which led investors to flee as gold stocks were crushed with gold.  It was a total disaster.