Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Monday, March 03, 2014
London Gold Price Fix Is Manipulated Although Evidence Exists For Many Years / Commodities / Gold and Silver 2014
It was only a week ago when we wrote that the Financial Times removed the article “Gold Price Rigging Fears Put Investors On Alert” from their website, a couple of hours after being published. We were able to dig up the original article in Google’s caching memory and took screenshots of the removed article.
Read full article... Read full article...
Monday, March 03, 2014
GOLD Price Bearish Reversal / Commodities / Gold and Silver 2014
Gold has turned down from 1345 resistance area where we see a completed five wave rise from 1251 level, which was the end point of a triangle. There are chances that market accomplished wave (c) that is a part of a huge zigzag from 1181 low. Notice that price also moved beneath 1251-1307 trendline that suggests further weakness in the short-term, probably back to 1307 area of a former wave iv).
Read full article... Read full article...
Sunday, March 02, 2014
Fresh Water Crisis - Dawn of the Dead Watershed / Commodities / Water Sector
There's a lot of water on the planet we inhabit - an estimated 326 million trillion gallons or 1,260,000,000,000,000,000,000 liters.
That makes it hard to believe that there are somewhere between 780 million to one billion people without basic and reliable water supplies and that more than two billion people lack the requirements for basic sanitation.
Harder still to believe are reports water is going to get much dearer in our near term future yet global demand for fresh water may outstrip supply by as much as 40 per cent in 20 years if current fresh-water consumption trends continue.
Read full article... Read full article...
Saturday, March 01, 2014
Gold And Silver - From Now On All that Matters Is That You Own Both / Commodities / Gold and Silver 2014
Circumstances are at such a point that one no longer needs a justifiable reason for being long physical gold and/or silver. Does it matter that the 50 day moving average is going to cross the 200 day moving average, now being bandied about as though there were a degree of magic associated with the event? Does it matter any more that China remains a record buyer of physical gold for over a year? Did it ever matter that coin sales to the public have been setting records for well over a year?
Friday, February 28, 2014
New Silver Major Is Born / Commodities / Gold and Silver 2014
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.
Read full article... Read full article...
Friday, February 28, 2014
Silver Profit Taking After Eight Consecutive Weeks of Rising Prices / Commodities / Gold and Silver 2014
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.
Read full article... Read full article...
Friday, February 28, 2014
Gold in 2013 the Foundation for 2014 / Commodities / Gold and Silver 2014
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.
Read full article... Read full article...
Friday, February 28, 2014
Silver Position Limits, Commodity Perceptions and Monetary Ignorance / Commodities / Gold and Silver 2014
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.
Read full article... Read full article...
Friday, February 28, 2014
The Heart of Gold / Commodities / Gold and Silver 2014
"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 EmersonRead full article... Read full article...
"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
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.
Read full article... Read full article...
Thursday, February 27, 2014
U.S. Dollar Rallies, Gold Declines / Commodities / Gold and Silver 2014
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).
Read full article... Read full article...
Thursday, February 27, 2014
Gold, QE, The Federal Reserve and Janet Yellen / Commodities / Gold and Silver 2014
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
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.
Read full article... Read full article...
Thursday, February 27, 2014
Gold Takes an "Unexpected" Turn - Video / Commodities / Gold and Silver 2014
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.
Read full article... Read full article...
Wednesday, February 26, 2014
China Gold Imports Surge – Or Fall. You Decide / Commodities / Gold and Silver 2014
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.
Read full article... Read full article...
Wednesday, February 26, 2014
The Five Greatest Gold Robberies / Commodities / Gold and Silver 2014
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.
Read full article... Read full article...
Wednesday, February 26, 2014
Have the Gold and Silver Prices Resumed the Uptrend and If So Why? / Commodities / Gold and Silver 2014
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.
Read full article... Read full article...
Wednesday, February 26, 2014
Why I’m Even More Bullish on Gold Bullion Now / Commodities / Gold and Silver 2014
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.
Read full article... Read full article...
Wednesday, February 26, 2014
What’s Waiting for Me at Windsor Castle / Commodities / Energy Resources
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.
Read full article... Read full article...
Wednesday, February 26, 2014
For Investing 2014 Gains Look to Uranium / Commodities / Uranium
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?
Read full article... Read full article...