Commodity Trade Mantra

market insights

Peak Debt & The Need For A Reliable Store of Value: GOLD

Most investors seem unconcerned about the unsustainable levels of global debt and the inflationary potential of the trillions of dollars created by the major central banks especially the U.S Federal Reserve. I expect to see gold and silver demand increase dramatically in the coming years as more prudent investors see the truth and look for a reliable store of value.

Why Is Oil Price Tumbling: Oil Hedges Were Just Rolled Over

As a result of a new bevy of hedges put on around $50/barrell which coupled with the recent decline in the oil VIX leading to slightly cheaper hedges, firms can once again continue to produce at even lower prices as they have rebased their hedges thereby buying themselves a few more months of oil production at even lower prices – offsetting Saudi record production pressures.

The Mindless Stupidity Of Negative Interest Rates

Can anyone show a clear example connecting the dots to show where negative interest rates have stimulated an economy? Can anyone clearly explain how charging an institution or business to hold deposits is in any way stimulative… not net stimulative, but stimulative AT ALL? It defies common sense.

The Decline and Fall of Silver Backwardation

The market price of silver is at or above its fundamental. Could the market price go up from here? We would almost expect it to if the gold price continues to rise towards its fundamental price (over $100 above the market price). The story of silver shortage (and backwardation) is over. Even the Dec cobasis fell from near 1% in the middle of last month, to below zero now.

Why Gold Is Surging: BofA Says To Expect A "Massive Policy Shift In 2016"

This is how investors should trade this “massive policy shift”: Short Wall Street, buy gold. If accurate this could be the biggest policy shift since the artificial price controls were imposed on gold by the BIS trading desk in September 2011 when the SNB unleashed its now failed currency peg, just hours after gold hit its all time nominal high just shy of $2000.

Is Oil Going to $70 or $20? Answer May Surprise You

Is this oil bounce for real? The legendary T. Boone Pickens thinks oil’s going to $70 before the end of the year. Then you’ve got the infamous vampire squids at Goldman Sachs telling everyone to get ready for an oil bear that’ll last for 15 years—and send crude down as low as $20 per barrel. So who’s right? Take a look for yourself.

Death Of Cognitive Dollar Dissonance & The Remonetization Of Gold

Gold, the only internationally-recognised non-national money provides the international monetary solution to an economically multipolar, globalised, competitive world. As gold again begins to circulate to settle cross-border balance of payments, it resolves the perennial floating fiat currency dilemma of ever-growing imbalances & associated ever-growing debts to finance them.

Will Less Supply in the Very Near Future Mean Higher Oil Prices?

The strategy, promoted by Saudi Oil Minister was meant to keep oil prices low temporarily & starve many non-OPEC oil producers of profits & restore the cartel’s global market share. The primary target of the OPEC plan was oil production from shale in the United States, which relies on hydraulic fracturing that can’t make money unless oil sells for at least $60 per barrel.

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