Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, October 25, 2014
Gold Price Rebounds but Gold Miners Struggle / Commodities / Gold and Silver Stocks 2014
By: Jordan_Roy_Byrne
Several weeks ago the entire precious metals space was extremely oversold and due for at the least, a reflex rally. Gold was down in nine of twelve weeks with Silver down in eleven of those twelve weeks. The miners experienced a nasty September and were down five consecutive weeks. With Gold rallying from $1185 to $1255, we would expect Silver and the mining stocks to rebound strongly in percentage terms. However, those markets have lagged Gold badly. The mining stocks are essentially back to their lows and Silver hasn’t fared much better. The recent stark underperformance of Silver and the mining stocks especially is a warning sign of further downside.
Friday, October 24, 2014
Bullish Silver Stealth Buying / Commodities / Gold and Silver 2014
By: Zeal_LLC
Battered silver remains deeply out of favor, recently plumbing miserable new lows after drifting sideways for most of 2014. This metal’s relentless and oppressive weakness continues to break the wills of long-suffering contrarians. But professional investors are taking advantage of the epically-bearish psychology plaguing silver. They’ve been steadily accumulating positions all year long in massive stealth buying.
Silver certainly wasn’t always a loathed market pariah. Back in early 2011, silver blasted up above $48 on widespread enthusiasm from investors and speculators. It was one of the 2000s’ greatest bull markets, up an astounding 1105% during a 9.4-year span where the benchmark S&P 500 limped to a 20% gain. The brave contrarians fighting the herd to buy silver low in the early 2000s greatly multiplied their wealth.
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Friday, October 24, 2014
Blood in the Streets to Create the Gold Stocks Investor Opportunity of the Decade / Commodities / Gold and Silver Stocks 2014
By: Casey_Research
By Laurynas Vegys, Research Analyst
Gold stocks staged spring and summer rallies this year, but haven’t able to sustain the momentum. Many have sold off sharply in recent weeks, along with gold. That makes this a good time to examine the book value of gold equities; are they objectively cheap now, or not?
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Friday, October 24, 2014
Gold and Silver Subdued as Panic Over / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
For gold and silver it has been a week of two halves: first prices rallied to a peak on Tuesday, then declined to show net losses for the week on Wednesday for silver and Thursday for gold. Broadly these precious metals reflected first weakness then strength in the US dollar. And equities reversed the nervousness of the previous week after a FOMC member suggested QE would be extended, with the S&P 500 closing up 7% on Thursday from its October 15 low.
Friday, October 24, 2014
Swiss ‘Yes’ and ‘No’ Gold Initiative Campaigns Compete at Launches in Bern / Commodities / Gold and Silver 2014
By: GoldCore
by Ronan Manly, GoldCore Consultant
Contents
- Introduction
- ‘Yes’ Campaign Launch
- Paper Decays, Gold Holds Its Value
- ‘No’ Campaign Launch - Alphabet Soup
- Unsaleable Gold Like an Unusable Fire Extinguisher?
- Swiss Electorate 5.2 Million
- Double Majority Including Cantons
- Referendas by the Dozen
- Sometimes There are Shock Results
Friday, October 24, 2014
Saudi Move to Cut Oil Prices Is Now Russia's Biggest Economic Threat / Commodities / Crude Oil
By: Money_Morning
As I discussed recently (Why the Saudis Are Cutting Oil Prices), Saudi Arabia has made headlines by cutting oil prices, not production.
It seems the Saudis are more interested in grabbing market share than in attending to the present state of the market.
That move seems calculated to undercut the effect the United States has on global oil markets, even though that effect is indirect.
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Friday, October 24, 2014
New Profit Points in the Shifting Balance of Power, Welcome to Saudi America / Commodities / Energy Resources
By: Money_Morning
Kent Moors writes: There’s a new wrinkle in the energy markets.
It revolves around what I call the “energy balance,” and its changing fast.
It’s not about new energy breakthroughs or big oil discoveries. And it’s certainly not about entirely new structures.
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Thursday, October 23, 2014
Prepare for Global Gold Confiscation and Orwell's 1984, Warns Rickards / Commodities / Gold and Silver 2014
By: GoldCore
Microchips embedded in the arms of citizens to track their activities, the total destruction of the middle classes and a cashless economy where an authoritarian state can freeze the accounts of dissenting citizens excluding them from all economic activity….. These are all part of the cheery scenario painted by the highly respected author and IMF-insider with connections to the Pentagon, Jim Rickards in his most recent article for Agora Financial.
Thursday, October 23, 2014
The BIS Paves the Way for Silver and Gold / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
Behind the scenes (or rather, behind the curtain of propaganda) the most influential of the banking class is sending out smoke signals. The Bank for International Settlements (BIS), which is the bank for central banks, has telegraphed the next major world financial downturn. As if you could not see it coming. Recently, the Bank for International Settlement (BIS) warns of 'violent' reversal of global markets.
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Thursday, October 23, 2014
Where the Energy Sector Goes From Here / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: With the stock market now roaring back, investors are left to wonder whether the worst is behind us – or if there’s more pain yet to come.
Given the size of the sell-off, it’s clear a slew of folks expected a “correction,” and to that extent received a self-fulfilling prophecy.
However, at times the decline was more like a snowball cascading down a hill with no overall rhyme or reason.
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Thursday, October 23, 2014
The Better Short: Gold or Silver? / Commodities / Gold and Silver 2014
By: Bob_Kirtley
The fundamentals for the precious metals are weak. This has been highlighted in recent weeks by the lack of a major rally in gold and the losses in silver despite a spike in volatility to its highest since 2011. Improving economic data, the tapering of QE, and discussion of when the first rate hike will be have resulted in heavy losses over the past two years in the precious metals, and are to blame for the poor performance in the recent risk off market conditions stemming from the Ebola fears.
Wednesday, October 22, 2014
Focus on Graphite Companies with Green Energy and Technology Strategies / Commodities / Graphene
By: The_Gold_Report
Graphite equities continue to trade sideways, but a handful are starting to emerge as best-in-class plays as they race to secure offtake agreements by derisking their projects through resource upgrading and economic studies. Ron Struthers, editor and publisher of Struthers' Resource Stock Report, says that investors need to focus on companies with strategies designed to position themselves with green energy and technology firms. In this interview with The Gold Report, he names a few players that make the grade.
Wednesday, October 22, 2014
Crude Oil Price Hitting Bottom / Commodities / Crude Oil
By: Submissions
Bob Loukas writes: In the past, we’ve discussed at length the structural problems facing Crude. So the pressure the energy markets are under, both from the demand and supply sides, should come as no surprise. This double whammy to the Crude market is not likely to be resolved overnight; demand-supply issues require time to work through a market.
Through hydraulic fracking and a massive influx of investment capital, the US has again become a major oil producer. But it’s the speed with which new supply from the US has come on line that has taken the market by surprise and rocked prices.
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Wednesday, October 22, 2014
Low Crude Oil Prices Hurting U.S. Shale Operations / Commodities / Crude Oil
By: OilPrice_Com
Slumping oil prices are putting pressure on U.S. drillers.The number of active rigs drilling for oil and gas fell by their most in two months, according to the latest data from oil services firm Baker Hughes. There were 19 oil rigs that were removed from operation as of Oct. 17, compared to the prior week. There are now 1,590 active oil rigs, the lowest level in six weeks.
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Wednesday, October 22, 2014
Gold Or Crushing Paper Debt Stocks Crash? / Commodities / Gold and Silver 2014
By: DeviantInvestor
A Yahoo headline: Pentagon Readying For Long War in Iraq, Syria. More war means more debt and higher inflation. Increasing national debt is as certain as death and taxes. Increasing consumer prices follow.
Wednesday, October 22, 2014
India Gold Demand Surges 450% and Bank of Russia Demand At 15 Year High / Commodities / Gold and Silver 2014
By: GoldCore
Demand for gold continues to be robust and has indeed increased significantly in recent weeks despite gold’s most recent paper driven gold weakness.
Demand in China and India surged again and gold reserve diversification by the central bank of Russia hit a new record high in September as geopolitical tensions rose.
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Wednesday, October 22, 2014
Gold and Silver Timing is Everything / Commodities / Gold and Silver 2014
By: Peter_Degraaf
Timing is everything in investments, and after watching the precious metals markets for the past three months, since the publishing of his last article at the June lows, Peter draws the conclusion that gold bullion and gold mining stocks have finally bottomed and are ready to resume the bullish trend than began twelve years ago.
Wednesday, October 22, 2014
Copper, Nickel and Zinc Won't Be Cheap for Long / Commodities / Metals & Mining
By: Metals_Report
The all-powerful U.S. dollar is currently hammering base metals and base metal equities. Haywood Securities Mining Analyst Stefan Ioannou says that increasing demand and near-term supply shortages make base metals a bargain that won't last. In this interview with The Mining Report, Ioannou argues that juniors with good deposits and low costs are in a unique position to benefit, and lists several companies that look to do just that.
The Mining Report: What effect is the strong U.S. dollar having on base metal prices and base metal equities?
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Wednesday, October 22, 2014
Gold and Real Interest Rate / Commodities / Gold and Silver 2014
By: P_Radomski_CFA
Arkadiusz Sieron writes: Teaser: Does gold respond to the inflation or rather to the real interest rate? Paul Krugman said once that the reason behind the high real price of gold between 2001 and 2011 was low real interest rates, not the expected inflation. Is he right and are real interest rates really the main driver of the yellow metal price? How do they affect the gold market?
During the last boom, the gold price was stubbornly rising, but inflation was low. Not surprisingly the relationship between real interest rates (nominal interest rates less inflation) and gold increasingly attracted more and more interest. If gold responds mainly to the real interest rate, it makes its inflation hedge character questionable. This was the opinion of, for example, Paul Krugman, a Nobel Laureate in economics. Krugman claimed that the reason behind the high real price of gold until 2011 was low real interest rates, not the expected inflation.
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Tuesday, October 21, 2014
How Will We Know That the Gold & Silver Price Bottom Is In? / Commodities / Gold and Silver 2014
By: P_Radomski_CFA
Briefly: In our opinion speculative long positions (half) in gold, silver and mining stocks are justified from the risk/reward perspective.
Yesterday, gold closed higher than it did in the previous several weeks, which seems like a very bullish development for the entire precious metals market until one realizes that miners are still close to their most recent lows.
In short, in our opinion, the answer to the title question is that miners could rally some more in the short term, but we don’t expect the rally to be significant. We expect to see significant rallies after the final bottom is reached (in a few weeks – months), but not before that – at least not based on the information that we have available today. Furthermore, it seems that the next local top will be reached shortly, but that it’s not in just yet.
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