Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, January 08, 2014
Gold Stocks What to Expect in 2014 / Commodities / Gold and Silver Stocks 2014
After three years of pain, can gold stocks break their losing streak and see a gain in 2014?
History says chances are good.
The most recent string of losses in the gold mining industry has been brutal, causing many investors to give up on the sector and sell their holdings. Since the beginning of 2011, the NYSE Arca Gold Miners, the FTSE Gold Mines, and the Philadelphia Gold & Silver Indices all declined more than 60 percent.
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Tuesday, January 07, 2014
Gold, Silver and Stock Market 2014 Trend Change Due / Commodities / Gold and Silver 2014
The year 2013 was a great year for the S&P and a terrible year for silver and gold investors. There are many indications that it is time for a reversal.
If a market moves too far (up or down), too fast, or for too long, expect a reversal. Examples:
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Tuesday, January 07, 2014
Gold Price Has Bottomed / Commodities / Gold and Silver 2014
Words by different Authors who attempt to “Pump Up” or “Talk Down” an Issue are exactly that, just Words. The ultimate results show up on Technical Charts in relation to Volume and Price Movements and which act as a Function of Mathematical Indicators involving Momentum and Rate of Change as we learned in Algebra II in H.S. and Calculus and Derivatives at U.C. Berkeley. There should be no “Mystery” in making money if these concepts are applied correctly which involve the Net Emotions of Greed and Fear and the Fundamental Values will ultimately take care of themselves. By applying correctly, Have Cash Ready until you see MACD lines crossing Up or Down at ZERO and always use Stops to Limit your losses. If you are an Intraday Trader, use 1min to 15min Charts and look for Peaks and Troughs of %B to Alert you and MACD line Crosses to Effect a Buy or Sell. If a “Long Termer”, which does not exist with Volatile ETFs, use Daily Charts.Follow me and stockcharts.com and you will see. Initially use the format: “chartbook” and scroll to the issues which are of interest specifically to your style of “Investing or Speculation”, and if you wish to make some good Returns for a Change as many of my Followers. Thank you for your interest
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Monday, January 06, 2014
Gold Price Forecast 2014 / Commodities / Gold and Silver 2014
Gold is a nearly perfect form of money. It is one of the few things on planet earth that contains all of the following attributes; beauty, scarcity, virtual indestructability, and is also transferable and divisible. However, even after five thousand years of utility as a store of wealth, gold is still completely misunderstood by most on Wall Street.
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Monday, January 06, 2014
Gold Stocks ETFs are Speaking through Chartology..Let’s Listen In / Commodities / Gold and Silver Stocks 2014
In this Weekend Report I would like to take an indepth look at gold that is showing a potential small double bottom. There is also a larger double bottom or part of a bigger consolidation pattern that also needs to be looked at. Some of the charts I’ve shown you many times and some are charts that I follow I have never posted before but I still keep a close eye on. As you will see, this area we are in right now, is very critical to the short term and the long term look for gold. Remember we have to keep an open mind and let the charts speak for themselves.
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Saturday, January 04, 2014
Gold And Silver - In East v West Gold War, Both Are Still Winning / Commodities / Gold and Silver 2014
China represents the East, as its insatiable demand for buying physical gold continues unabated, while in the West, the elite's central banks have pretty much depleted their physical holdings. In the war for gold, both are still winning, but for vastly different reasons.
China and every other BRICS nation importing gold have been doing so at cheaper and cheaper price levels, as the Western central bankers have been conducting a clearance sale. Even the fixtures are being sold, like JP Morgan's fire sale of 1 Chase Plaza for $750 million, about half of its value. The building also happens to house the world's largest gold vault, and it also located across the street from the Federal Reserve gold vault. This gives China a "two-fer.". Now it can store the gold in Manhattan and save shipping costs, and should the NY central bank have any left, it just gets rolled across the underground tunnel.
Saturday, January 04, 2014
Gold and Silver Released from the Year End Clamp Down / Commodities / Gold and Silver 2014
There was quiet trading as the northeastern US was digging its way out of Winter Storm Hercules.
Gold and silver have been rallying since the end of the December clamp down, but they most certainly have not yet broken out on the charts.
Friday, January 03, 2014
Shakedown Or Sundown For The World Solar Industry 2014 / Commodities / Solar Energy
Sooner or Later
The solar photovoltaic industry boom-bust sequence, or cycle, has a special role for many countries and especially China, Germany and Spain who are, or were all serial over-producers of PV modules, as well as big national installers and operators of solar energy. According to US market-tracker NPD Solarbuzz, world demand for solar PV systems rose to a record quarterly rate of 9 million kilowatts (9000 MW or 9 GW) of generating capacity in the July-September quarter of 2013. Major installation programs were under way or continuing in China, Japan, the US, Germany, Italy and some other EU28 countries.
Friday, January 03, 2014
Gold Then and Now / Commodities / Gold and Silver 2014
As the saying goes; “History often repeats, but is never exactly the same.” The same can be said for asset classes, if one understands their long term cycles. Let’s examine Gold.
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Friday, January 03, 2014
Silver Price Short Squeeze / Commodities / Gold and Silver 2014
Silver is poised for a massive recovery upleg in 2014, a mean reversion from last year’s dismal action. The main driver of silver’s initial strength will be American futures speculators covering shorts. These bearish bets on silver soared to a bull-record high last month, which will require exceptional buying to unwind. Futures speculators as a herd always bet wrong at major lows, they are a fantastic contrarian indicator.
Because futures trading is such a hyper-leveraged zero-sum game, futures traders have a reputation of being smart and sophisticated. And they are to a great extent, futures are so unforgiving that survival of the fittest rules. Capital naturally flows from the poor traders to the good ones. Nevertheless, within their chests thump the same hopelessly emotional human hearts that are such a liability in the markets.
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Friday, January 03, 2014
Gold Price and Time Preference / Commodities / Gold and Silver 2014
The future price of gold cannot be discussed without considering its implied discount rate expressed through time-preference. This is the relative desire to own goods at an earlier date rather than later. There are several reasons gold is almost certainly more valuable sooner rather than later, including the fact that when someone wants something he naturally wants it now, and there is always the risk that a promise for future delivery will not be kept.
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Friday, January 03, 2014
Gold and Silver Price on the turn? / Commodities / Gold and Silver 2014
Encompassing the year end and its holiday on Wednesday, this week has been notable for precious metals. For gold there have been three important features: firstly, Tuesday saw a powerful one-day reversal, with gold falling $22 before recovering by $32; secondly the $1182 low was first tested six months ago before rallying strongly to $1430, and it looks like gold might be forming a double bottom, the prelude to the next bull leg; and lastly this happened on the last trading day of 2013, which suggests that the fall in price had more to do with window- dressing rather than genuine selling.
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Friday, January 03, 2014
The Ratio of U.S. House Prices to Gold and Silver Market Sentiment / Commodities / Gold and Silver 2014
The last time housing market sentiment and precious metals prices lined up this way, we were on the cusp of massive volatility and collapse. Housing had reached the end of its long great credit driven rope. At the same time, defaults began to create tremors deep below the house of cards. Silver and gold had recently been pummeled in the same not-for-profit manner that has riddled these markets for more than 40 years in the modern era (and perhaps much longer throughout the history of the monetary metals).
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Friday, January 03, 2014
Gold and Silver Prices - You Can't Outrun the Long Arm of Equilibrium / Commodities / Gold and Silver 2014
Currently, commodity price performance has lulled the speculative (and therefore, the mainstream) community into a sense of complacency. The speed with which accidents can happen and induce overall change in sentiment is something which can only be imagined in the context of the flash crashes. Outside of more circuit breakers, the HFT conditions that ultimately led to the May 2010 fat finger flash crash and its reverberating damage have not been resolved.
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Friday, January 03, 2014
Gold Bear Market Trend Update 2014 / Commodities / Gold and Silver 2014
The Gold Universe (shares and gold price) looks like it “may” be about to reverse the bear trend in which it has been trapped for some time. Should this happen, the evidence suggests that fear for the integrity of fiat currency denominated capital markets rather than fear of inflation will be the ultimate cause. (Brian Bloom)
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Friday, January 03, 2014
Gold and Silver Stocks to Lead Precious Metals Higher 2014 / Commodities / Gold and Silver 2014
In early November we turned bearish on the precious metals with the expectation that the sector was about to begin a final plunge that would lead to a V shaped bottom. In our last editorial, we asserted that the bear market was in its final throes. Interestingly, the plunge in precious metals stocks may have ended in early December. Over the past several weeks the gold and silver stocks failed to break lower despite the negative sentiment and the prevalence of tax loss selling. While we aren’t sure if Gold has bottomed, we think odds are strong that the stocks have bottomed.
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Thursday, January 02, 2014
New Trend Guarantees Higher Gold Prices 2014 / Commodities / Gold and Silver 2014
If you're like me, you've bought gold due to the money printing policies of most developed countries and the effect those policies will have on the future purchasing power of our paper money. Probably also because there's no viable way for governments to escape the consequences of all the debt they've piled up. And maybe because politicians can't be trusted to formulate a realistic strategy to avoid any number of monetary, fiscal, or economic crises going forward.
These are valid, core reasons to hold gold in a portfolio at this point in time. But a new trend is under way, and someday soon it will be just as much a driving force for gold prices as anything else: a good old-fashioned supply crunch.
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Thursday, January 02, 2014
The Long and Short of Gold Market Investing / Commodities / Gold and Silver 2014
There are two types of gold investors: those trying to make money on short-term market timing and those looking for long-term asset preservation. It was the fear-driven trading of the former that helped gold break $1900 in 2011, and for good reason - stormy markets steer investors to safe havens.
But gold's fortune has shifted in the past two years, and finishing 2013 down 28% seems to have sealed its fate - at least in the eyes of the short-term speculators. In reality, the same forces that are stabilizing stocks and suppressing gold are also the fundamental reasons long-term investors have been buying gold since the turn of the new millennium. The so-called recovery we're now experiencing is just a lull in a storm that hasn't yet abated.
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Thursday, January 02, 2014
Energy Investing 2014 - Where the "Wired" Money Is Going Next / Commodities / Energy Resources
The Internet has been spotty, the phones are out, and the only people who can fix it are "off island" for the holidays.
Welcome to the Bahamas.
Of course, Marina and I can hardly complain. The temperature is in the low 80s, the rain falls after dark, and the friends we have built up over more than two decades are here to ring in the New Year.
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Thursday, January 02, 2014
Gold and the Indian Rupee Analysis / Commodities / Gold and Silver 2014
Srinivasan Rangaraj writes: The weak balance of trade (i.e. imports greatly exceed over exports) terribly pushed down the value of the rupee against the dollar on 28th August 2013. That is to say the rupee hit 68.85 against the greenback.
India faced an all time high of 4.8 percent deficit in its current account (balance of trade) during the previous fiscal.
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