Commodities Analysis & Opinion

Oil prices have been slaughtered but over the last month or two has enjoyed a nice little rally of over 20% from its lows in January. This rally seems to have petered out and over the last few days...

As most of you who’ve followed me over the years already know, I’m not really expecting a final three year cycle low in the CRB, the commodities Index, until later in the year. However,...

It just wasn't our February, was it? No. And to think: after all that end-of-January flag-waving to support the tradition of love's favouring Gold in the month of February, only to see their...

SPDR Gold Trust (ARCA:GLD) – on sell signal. iShares Silver Trust (ARCA:SLV) – on sell signal. Market Vectors Gold Miners (ARCA:GDX) – on sell signal. iShares TSX Global Gold...

Charts created using Omega TradeStation 2000i. Chart data supplied by Dial Data After peaking at just over $1,300, back on January 22, 2015 gold has been on a bit of a slide. The prime reason appears...

Near term crude oil outlook:No change in the bigger picture view sign Jan of an important bottoming (see longer term below). However nearer term as been warning, there remains scope for a continued...

As highlighted in last week’s Strategy: A blue world is good for risk assets, Friday 20 February, the current phase of the business cycle with global growth acceleration and accommodative...

Fundamental Forecast for Gold:Neutral Gold Holds Up at $1200, SPX 500 Remains in Consolidation Mode Gold Price 1170s Still Seen as Support Sign up for DailyFX on Demand For Real-Time Gold...

The professional investors must profit by anticipating future trends and events rather than chasing old news. This is done by following the invisible hand or message of the market. That message, the...

Crude Oil prices appear to have settled around $50, half the level of last summer. For income investors, that has played merry hell with the economics of energy master limited partnerships, previously...

My time in San Francisco at The Oil and Services Conference revealed a lot about what’s going on in the hallways and boardrooms of the country’s oil companies. On Tuesday, I explained the...

Gold’s CoT data predictably improved again this week, but here I think some discussion is needed just in case it starts to get hyped too much.Below is the CoT on an improving trend of Commercial...

Investment: asset classes turning pointsSilver has seen its lows, and the Dow may blow-off to 19,700 by the end of next month, if it were to actually do so. I previously thought that such an event...

Weekly CFTC Net Speculator Crude Oil Report CFTC COT data shows speculators oil bets fell sharply lower last weekCRUDE OIL: Futures market traders and large Crude Oil speculators sharply cut their...