Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, February 11, 2014
Gold an Asset, Cash or Both? / Commodities / Gold and Silver 2014
By: Julian_DW_Phillips
As we sit ahead of a future inflation or deflation or both, still to come, we need to understand how gold will perform in these sets of conditions. Much has been written on gold being an inflation hedge but not so much on its value in deflation. But gold is not so easy to slot into a pre-defined category like this. In history it has performed well in several other situations. In uncertainty, whether it has been in wartime, economic uncertainty or simply national uncertainty it has performed well. When confidence in currencies seeps away gold prices in those lands reflect the fall of the currency as it rises.
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Monday, February 10, 2014
Gold International Buying / Commodities / Gold and Silver 2014
By: Jeff_Clark
As a gold investor in North America, it sometimes feels like I'm living in some far-off land where everyone believes in fairy tales and unicorns.
Most people around me don't seem to see anything wrong with the Fed creating $65 billion a month out of thin air—hey, it's not $85 billion anymore, what a relief! It's business as usual for the US government to spend billions more than it takes in, and a public debt hovering at $17.2 trillion—up from $7 trillion just 10 years ago—seems no more alarming than a rainbow.
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Monday, February 10, 2014
Crude Oil Trading Alert: Oil Price Hits Fresh Monthly High / Commodities / Crude Oil
By: Nadia_Simmons
Trading position (short-term): In our opinion no positions are justified from the risk/reward perspective.
On Friday, crude oil gained 2.27% as the U.S. dollar weakened against major currencies after a monthly U.S. employment report came in weaker than expected. Thanks to these circumstances, light crude extended gains and rose above $100 per barrel for the first time in more than a month.
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Sunday, February 09, 2014
U.S. Non-Farm Payrolls Fizzle, Gold and Silver Held in Check / Commodities / Gold and Silver 2014
By: Jesse
Friday was an exceptionally interesting day, with a lot of things going on from the very start.
The premiere event was the US Non-Farm Payrolls Report, which pretty much sucked out loud, coming in with an underestimated 113,000 jobs versus a 175,000 expected. This was mitigated a bit by the 'private jobs' added of 142,000 which was closer to estimates. And it could make some feel good because it was in 'government jobs' that much of the shortfall occurred.
Saturday, February 08, 2014
Gold And Silver - NWO 'Problem-Reaction' Ploy Stronger Than Fundamentals / Commodities / Gold and Silver 2014
By: Michael_Noonan
The fundamentals for gold and silver worsen with each passing week, it seems, yet the price for gold and silver still languish in down trends. If everything is as precarious as is depicted in so many other articles citing how PMs are in dire straights, for the same deteriorating reasons presented with pinpoint numbers, as in reduced stocks of deliverable metals, increased transfers from West to East, why are gold and silver still near recent lows for the past two years?
Saturday, February 08, 2014
How Gold is Currently Being Priced / Commodities / Gold and Silver 2014
By: Richard_Mills
Gold's Price
Ahead of the Herd readers know I believe gold's price is being driven by rising, or falling, real interest rates.
Real interest rates are the level of annual yield paid to savers and investors over and above the pace of inflation.
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Saturday, February 08, 2014
Gold and Silver Stocks Moving Average Analysis / Commodities / Gold and Silver Stocks 2014
By: Jordan_Roy_Byrne
The gold and silver stocks have rebounded nicely but have consolidated in recent weeks. Where is this going and how do we know? Well, a few weeks ago we publicly said that a major bottom is in. Thus, we believe the trend will go higher. Beyond belief, we need real confirmation that the sector will continue higher. Enter moving average analysis. By using a few simple moving averages we can better understand the current context and get confirmation that the sector will continue to move higher. GDX, GDXJ and SIL could soon test moving averages which have been resistance for the past 13 months.
Friday, February 07, 2014
2014 Y-T-D: Gold 1 Fantasies 0 / Commodities / Gold and Silver 2014
By: Ned_W_Schmidt
As we welcomed the beginning of 2014 the advice from "gurus" was rather straight forward. Gold was going to $1,060. At the same time the stock markets would continue to advance. So our life would be financially happy if we sold our Gold and bought the favorites fantasies in the NASDAQ/technology group, such as TWTR. Well, seems the real world was to hold some disappointment for those strategists.
Friday, February 07, 2014
Silver Price Outperforming Gold / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
Since Monday financial markets have consolidated following the emerging market currency shocks of the previous week. Safe-haven bonds were strong initially, before tailing off yesterday. Equities started the week badly but steadied yesterday, and gold spiked at $1274 on Wednesday before being knocked back $20 subsequently. The result is gold was more or less unchanged on the week by last night, though early indications London time are for better prices today.
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Friday, February 07, 2014
Gold, Silver and The Fed's Total Mandate / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
The errors of financial policy, led by the world's central banks have once again created the makings of a massive crisis. Blind to risk, and completely captured by politics and ideology, it is as if the Federal Reserve and it's counterparts have been awarded a total mandate. All of the misplaced and mis priced risk is poised to flood toward precious metals.Read full article... Read full article...
Friday, February 07, 2014
Gold, Silver And The Gathering Crypto Currency Storm / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
Much controversy surrounds comparisons between precious metals and the growing number of crypto currencies. In some ways an ideological wedge has formed between hard asset investors and the most vocal of electronic currency advocates.While both investment options remain relatively sequestered from the mainstream spotlight, they both offer fascinating perspectives for understanding the ongoing monetary and financial crisis.
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Friday, February 07, 2014
Gold as a Hyperinflation Hedge - Black Swans, Yellow Gold / Commodities / Gold and Silver 2014
By: Michael_J_Kosares
ANDREW DICKSON WHITE ENDS HIS CLASSIC HISTORICAL ESSAY on hyperinflation, “Fiat Money Inflation in France,” with one of the more famous lines in economic literature: “There is a lesson in all this which it behooves every thinking man to ponder.” The lesson that there is a connection between government over-issuance of paper money, inflation and the destruction of middle-class savings has been routinely ignored in the modern era. So much so, that enlightened savers the world over wonder if public officials will ever learn it.
Friday, February 07, 2014
Fight China's Smog with Ethanol, Says Chen Lin / Commodities / Ethanol
By: The_Energy_Report
In decades past, we have seen that any commodity China really wants goes through the roof. We saw it in copper. We saw it in oil. We saw it in liquefied natural gas. If China starts mandating a 5% blend of ethanol to gasoline, ethanol should trade on par with gasoline. So says Chen Lin, author of the widely read newsletter What is Chen Buying? What is Chen Selling? But there's more to the story: because China produces no ethanol, U.S. ethanol producers could be looking at a massive new market, not to mention a spike in profit margins. In this interview with The Energy Report, Chen discloses his favorite ethanol picks, as well as some compelling fracking names.
Friday, February 07, 2014
The One All-Encompassing Truth Behind Energy Policy / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: Most people think the “big” energy decisions are driven by what it costs at the pump or how much it takes to heat their homes (a lot, as it turns out this winter).
But as the controversial decision over the Keystone XL pipeline shows, there’s another element in play… and it’s a big one.
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Thursday, February 06, 2014
Dark Gold - Shedding Light On A Mysterious Market / Commodities / Gold and Silver 2014
By: Peter_Schiff
Gold is the simplest of financial assets - you either own it or you don't. Yet, at the same time, gold is also among the most private of assets. Once an individual locks his or her safe, that gold effectively disappears from the market at large. Unlike bank deposits or stocks, there is no way to tally the total amount of gold held by individual investors.Read full article... Read full article...
Thursday, February 06, 2014
Gold Corp Huge Gains Are at the End of "Acquisition Trail" / Commodities / Gold and Silver Stocks 2014
By: Money_Morning
Peter Krauth writes: A few weeks back, Goldcorp Inc. (NYSE: GG), a top gold producer, made a hostile $2.6 billion offer for Osisko Mining Corp (TSE: OSK).
It was one of many signs that top gold producers are on the acquisition trail.
And another strong signal that gold prices may be heading upward.
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Wednesday, February 05, 2014
GOLD Price Rally Correction Within Downtrend / Commodities / Gold and Silver 2014
By: Gregor_Horvat
Gold has been trading higher since start of January but recovery is slow and overlapping within a trading channel which we think it's a corrective move. We are tracking wave 4 that can be part of an expanding diagonal in wave 5) down. If that is the case then current rally should stop somewhere around 1280-1300 region. Break of 1230 will confirm weakness for wave 5 of 5) going towards 1100/50.
Wednesday, February 05, 2014
Taking Stock Of Silver Stocks – SLW, PAAS, CDE, AG, SSRI, HL / Commodities / Gold and Silver Stocks 2014
By: Michael_Noonan
We are of the simple opinion that any substitute for the real thing is never as good a
choice as the original, even when it comes to Precious Metals. There are so many other
considerations that enter the picture when regarding mining stocks. One of the primary
ones is management, what it can do to a stock’s performance separate and apart from its
underlying purpose, silver production. There can be poor management, mismanagement,
decision-making related to stock performance instead of getting the maximum
performance out of its mining operations, overspending, misspending…you get the idea.
Wednesday, February 05, 2014
JP Morgan Holds Highest Amount Of Physical Silver In History / Commodities / Gold and Silver 2014
By: GoldSilverWorlds
While everyone is focused on the massive outflows in COMEX registered gold inventories and the gold ETF, GLD, it seems that an important evolution in silver is passing unnoticed. In what follows, Ted Butler, precious metals analyst specialized in COT analysis, reveals a remarkable insight in the physical silver market.
Butler’s calculations show that JPMorgan (JPM) has piled up the largest holding of physical silver in modern world. Since the silver price peak in May 2011, the bank has accumulated between 100 and 200 million ounces of physical silver (if not more). The equivalent in metric tonnes is between 3,110 and 6,220 tonnes.
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Wednesday, February 05, 2014
Seven Gold and Uranium Juniors with Near-Term Growth You Can't Ignore / Commodities / Gold and Silver 2014
By: The_Gold_Report
Many junior miners have an ace up the sleeve, and that is commodity price leverage. Joe Mazumdar, senior mining analyst with Canaccord Genuity, sat down with us to share what he looks for in junior companies with a lot of commodity price leverage. In this interview with The Mining Report, find out why bigger isn't necessarily better when it comes to gold mining projects, and why the market is favoring uranium explorers over producers—for now. Mazumdar also shares names of gold companies with "bite-sized" capital needs from Burkina Faso to California, as well as the apples of his eye in the Athabasca Basin, where management teams with significant track records are heading up promising exploration programs.