Commodity Trade Mantra

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The Long-Term Demand Picture Remains Supportive of Gold Prices

As more EM economies — including China — are set to grow to these income levels over the next few decades, the underlying long-term demand picture remains supportive of gold prices…While fear can spike or fall relatively quickly, wealth tends to accumulate slowly. This makes wealth an important, but easy to overlook in short-term forecasting, driver of gold.

Electric Vehicles Electrifying Copper - The Metal of the Future

Copper is often seen as an indicator of economic health, historically falling when overall manufacturing and construction is in contraction mode, rising in times of expansion. Why are we seeing so much copper entering China? One reason could be battery electric vehicles (BEVs), which require three to four times as much copper as traditional fossil fuel-powered vehicles.

Where the Next Major Banking Crisis Will Begin

Italy’s banking system is a ticking time bomb. Its banks are sitting on $356 billion worth of non-performing loans (NPLs). As if that weren’t enough, these sour loans are valued at around 20% of Italy’s annual economic output. European regulators are now scrambling to prevent a banking crisis. A banking crisis in Italy could spread across Europe like the black plague.

Here's why I believe Gold Prices won’t just get Slammed Big-Time Again

All signs point to higher gold prices in the months ahead. I look for a powerful surge toward $1,400 by the end of this year based on Fed ease, geopolitical tensions and a weaker dollar. The gold rally that began on Dec. 15, 2016, looks like one that will finally break the bear pattern of lower highs and lower lows and turn it into the bullish pattern of higher highs and higher lows.

There is Nothing Stopping a Rally in Oil Prices Now

We have growing US production, regardless of where oil prices are going. OPEC is struggling to maintain compliance & doomed to make the production cut deal indefinite as every higher figure reported pushes benchmark oil prices down immediately. New US sanctions against Iran would tip the scales in a more favorable direction for oil prices, and this fact could just make the sanctions more likely.

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Can India, a Growing Auto Market, Overtake China In The EV Revolution?

India is expected to be a growing auto market, where the ratio remains low. But India has seen a growing new vehicle market, with about 2.5 million petroleum-powered vehicles being sold annually in recent years. The serious challenge lies in making the monetary investments and attracting the engineering and design talent needed to build and market Electric Vehicles.

Is U.S. Demand for Physical Gold and Silver a Barometer for the Entire Industry?

Why do journalists discuss US Mint physical gold and silver bullion sales in American media, providing zero context of global demand, as if they are the barometer for the entire global industry? They are entirely misleading. The best way to prepare for the coming massive global asset bubble collapse is still to purchase physical gold and silver at these insanely low prices at the current time.

Is Dr. Copper Getting Started on Another Decade-Long Bull Run?

Copper posted new 2017 highs yesterday, extending its breakout. It’s now sitting on year-to-date gains of almost 30%. Now Dr. Copper is back on the move – and we’ve already reserved our seats on the bandwagon. I don’t know if copper is just getting started on another decade-long bull run or if it’s just enjoying a short-term rally. Either way, we’re willing to ride the new trend to gains.

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