Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Saturday, February 28, 2015
Gold And Silver Insanity Prevails; Precious Metals Without Direction / Commodities / Gold and Silver 2015
Insanity: Doing the same thing over and over and expecting a different result. – Albert Einstein.
From a perspective of logic, the world makes less and less sense as the elites relentlessly, and successfully pursue their one world government. There has been an increased awareness of the Rothschilds, elites, bankers, those who control all money, all Western governments, and we are not so sure about the rest of the world. Unfortunately, the greater awareness has done nothing to alter the inevitable course of dominance of the masses by the few. The New World Order [NWO] remains on schedule, based on results.
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Saturday, February 28, 2015
Are Gold Miners Leading Gold Price? / Commodities / Gold and Silver 2015
The miners will typically lead Gold at major turning points. We say typically because the trend in the relationship is hardly exact or precise. There can be times when the miners are simply showing their beta (not leading) and there can be times when the miners are leading but their leadership suddenly halts or reverses. The miners peaked five months before Gold and are now one month from the 4-year anniversary of their market. The time seems ripe for the miners to lead Gold into the next bull market.
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Friday, February 27, 2015
GGD Going for Mexican Gold / Commodities / Gold and Silver Stocks 2015
Mexico’s massive precious-metals belts are some of the world’s finest. As global #1 in silver production they are obviously quite well known for the shiny-white metal. But these belts have also been flexing their gold muscles recently, placing Mexico among the world’s top-10 producers.
Mexico really has come a long way over the course of gold’s bull market. Back in 2003 there were actually 20 other countries producing more gold. But with prices trending higher after a long bear, this country’s favorable geology, generally-friendly geopolitics, and mild climate/physiography started attracting attention. And the exploration cycle that followed has yielded numerous discoveries.
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Friday, February 27, 2015
Gold and the Euro Tragedy, Iraq 3.0, Ukraine Conflict Three Ring Circus / Commodities / Gold and Silver 2015
A three ring circus is performing – to entertain and impoverish the western world.
Ring # 1: The Euro tragedy is “extending and pretending” into a Greek drama.
Ring # 2: Iraq 3.0 is in beta test mode based on weapons of mass propaganda.
Ring # 3: The conflict in Ukraine is performing flips followed by flops.
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Friday, February 27, 2015
Do You Have a Gold and Silver “Seatbelt”? / Commodities / Gold and Silver 2015
In just about every state, it’s the law that you must wear a seatbelt when driving down the road. Putting aside the question of whether the government should mandate this, most of us understand that the reasons for individually choosing to do so are valid.
It’s been a long time since I’ve been in an accident, but it’s a habit to buckle up every time I get into the car. I don’t look back at my most recent trip and think “Gee, so far nothing has happened. So why did I bother wearing my seatbelt for all those years?”
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Friday, February 27, 2015
New Greece Drachma Revealed Amid Bank Runs - Greeks Buy Gold Sovereigns / Commodities / Gold and Silver Stocks 2015
- Greece warns may default on IMF loan next week
- Greek bank runs continue and deposits flee
- German Bundestag votes for bailout extension
- Syriza agree to a bailout extension of four months, in return for concessions yet to be approved by the EU
- Questions over Syriza negotiating a weak deal despite it’s strong position
- Greece and EU buying time to arrange orderly “Grexit”?
- Greece has printing presses poised to print newly designed Greek Drachmas
- Greeks buying gold bullion
Friday, February 27, 2015
Gold vs Gold Stocks: Bullish Anomaly Developing? / Commodities / Gold and Silver Stocks 2015
Over the past few months, mining stocks have returned to offering excellent leverage to the advance in prices for precious metals. Yet, during the recent pullback, the downside leverage has been absent. This is atypical behavior as mining stocks usually lead the metals and generate leveraged gains (or losses). This could be a bullish development, suggesting that investors in mining stocks believe they have the seen the bottom and are unwilling to sell despite the recent dip in gold prices.
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Friday, February 27, 2015
Gold Bull Market Forecast - Money Will Rotate Into These Dead Investments / Commodities / Gold and Silver 2015
Seasoned investors understand that investments which are rocketing to new highs and all over the news will eventually fall out of favor and become a the poor performer, unwanted by market participants.
So it only makes sense that the underperforming investments will some day come back to life and provide opportunity once again. I covered this unique stage analysis in great detail in another report linked below.
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Thursday, February 26, 2015
Forget Peak Oil; Worry About Peak Demand / Commodities / Oil Companies
Brian Bagnell of Macquarie Capital Markets has two caveats for investors in junior oil and gas companies: Expect extreme volatility, and don't expect oil prices above $70/barrel anytime soon. He tells the The Energy Report that the winners in this sector will demonstrate maximal efficiency and minimal costs, and that even in this time of crisis there are bargains to be had.
The Energy Report: Oil prices have made a minor recovery, with West Texas Intermediate (WTI) at about $50/barrel ($50/bbl) and Brent at about $60/bbl. Where are oil prices going in the short term?
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Thursday, February 26, 2015
Scraping The Bottom Of The WTI Crude Oil Price Barrel In 2015 / Commodities / Crude Oil
Anthony Alfidi writes: Energy sector investors are waiting for a bottom in oil prices. Industrial energy users are looking for a hard price to use as a benchmark for hedging their consumption. A generation's worth of history allows us to make an educated guess about where the bottom price of the 2015 oil market glut may appear.
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Thursday, February 26, 2015
Euro Issues Will Underpin Gold Prices / Commodities / Gold and Silver 2015
Harley Salt writes: The Greek Eurozone creditors that have been keeping Greece afloat since 2010 have extended the country’s bailout by four months however it is only the beginning from what we see as a number of key flash points facing the Eurozone which will in turn support the price of gold over the next 12 months.
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Thursday, February 26, 2015
Commodity Prices Set To Plunge Below 2008 Lows / Commodities / CRB Index
This analysis will cover the CRB Continuous Commodity Index, the US Dollar index and one of the main commodity currencies, the Australian dollar.We’ll begin with the CRB Continuous Commodity Index which comprises a mixture of components from sectors including energy, metals, soft commodities and agriculture.
Let’s take a top down approach to the analysis beginning with the yearly chart.
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Wednesday, February 25, 2015
12 Reasons Why Barry Ritholtz and Many UK Experts Are Mistaken On Gold / Commodities / Gold and Silver 2015
Being involved in the fairly niche business of an international gold brokerage for nearly 12 years now, we find ourselves continuously engaged in conversation with people who demonstrate an incredible lack of understanding of the function of gold and the importance of gold as a DIVERSIFICATION and as a SAFE HAVEN asset.
This lack of understanding is not confined to the public but also prevalent with some financial experts. One example of this is one of the more vocal anti gold experts in recent months – leading Bloomberg columnist Barry Ritholtz.
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Wednesday, February 25, 2015
Gold and Debt: Astonishing Comparisons / Commodities / Gold and Silver 2015
Debt and budgets in the trillions of dollars and euros are difficult to comprehend. The US budget is nearly $4 Trillion per year while the US official national debt exceeds $18 Trillion. A single large bank may hold contracts for more than $50 Trillion in derivative contracts. Global debt is approximately $200 Trillion.
Let’s relate those numbers to gold prices, gold mined each year, and gold mined throughout history.
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Wednesday, February 25, 2015
Sugar Commodity Price To Sweeten Up / Commodities / Commodities Trading
The sugar price has been shellacked over recent years but, if my analysis is correct, it is set to sweeten up over the coming months.
Let’s mix it up and begin with the monthly chart.
SUGAR MONTHLY CHART
The lower horizontal line denotes a double bottom stemming from the 2010 low at US$13 and 2014 low at US$13.32. Price has already rallied a little but I expect a bigger reaction off this level.
Wednesday, February 25, 2015
This Massive “Crunch” Means Higher Crude Oil Prices / Commodities / Crude Oil
Dr. Kent Moors writes: As oil prices inch forward, there’s an inevitable consequence of lower prices building that will help them climb even higher.
It’s called the “reserve crunch.”
Faced with significantly lower oil prices, the replenishment of oil reserves is beginning to take a massive hit.
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Tuesday, February 24, 2015
Wheat Commodity Price Technical Trend Forecast / Commodities / Agricultural Commodities
Wheat is the Big Daddy of the agricultural commodity sector. World trade in wheat is greater than that of all other crops combined while it is grown on more land than any other food.
Let’s analyse the technical's of this commodity behemoth using the yearly, monthly and weekly charts.
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Tuesday, February 24, 2015
The Easy Oil Is Gone So Where Do We Look Now? / Commodities / Crude Oil
In 2008, Canadian economist Jeff Rubin stunned the oil market with a bold prediction: With the world economy growing at 5 percent a year, oil demand would grow with it, outpacing supply, thus lifting the oil price from $147 to over $200 a barrel.The former chief economist at CIBC World Markets was so convinced of his thesis, he wrote a book about it. "Why the World is About to Get a Whole Lot Smaller" forecast a sea change in the global economy, all driven by unsustainably high oil prices, where domestic manufacturing is reinvigorated at the expense of seaborne trade and people's choices become driven by the ever-increasing prices of fossil fuels.
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Tuesday, February 24, 2015
Gold: The Good, Bad, and Truly Ugly / Commodities / Gold and Silver 2015
THE GOLD STANDARD: Although it may be unrealistically optimistic, I believe my paraphrase of a Churchill quote:
“Central Bankers will eventually do the right thing and return to a gold standard after they have exhausted all other alternatives.”
While central bankers are exhausting all other alternatives, I worry about the collateral damage to 90% of the population who are not first in line on the fiat money gravy train that benefits the financial and political elite.
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Tuesday, February 24, 2015
Eurozone Gold Holdings Increase to 10,792 Tonnes As “Reserve of Safety” Amidst Crisis / Commodities / Gold and Silver 2015
The Euro zone raised its gold holdings by 7.437 tonnes to 10,791.885 tonnes in January, International Monetary Fund data released overnight showed.
The rise in gold holdings was small in tonnage terms and in percentage terms – especially when viewed in the light of the recently launched ECB’s EUR 1 trillion QE monetary experiment.
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