Commodities Archives - Page 5 of 17 - Notes From the Rabbit Hole

Gold vs. Cyclical Asset Markets

Gold vs. risk 'on', cyclical items For you sports fans keeping track at home, here is the current view of gold vs. the (much) more cyclical stuff using GLD and…

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May 2, 2022

Commodities

Man trying not to stare at these two charts [w/ edit]

[edit] I did the right thing (I think) and took partial profits, letting the remainder ride for now. Sometimes it's a tough call trying not to be the guy who…

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March 31, 2022

Commodities

Commodity consolidation

Commodity tracker DBC is in a symmetrical triangle Largely driven by its crude oil component, CRB tracker DBC's daily chart is taking the form of a symmetrical triangle, which is…

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March 31, 2022

Commodities / Global / Market Bubbles

Psst, be vewy quiet; TSX-V attempts a move…

TSX-V has been a negative divergence to the inflation trades, but... You see, da 'V' has a bunch of cow pastures and barren holes along with a few nice prospects…

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March 21, 2022

Commodities / Precious Metals

Platinum: “Me too!” [w/ edit]

Platinum joins its bullish fellow PGM, Palladium [edit] Solid profits now booked on all 'paper' bullion vehicles. Bird, meet hand. The Platinum price is making a move to try to…

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March 8, 2022

Commodities

Commodity sector (CRB) target in, now what?

War making and its likely after effects driving commodities So now it is not only the inflation that the Fed and other CBs created in 2020. It is not only…

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March 2, 2022

Commodities / Gold

CRB index: Upside target (finally) in, gold is better

CRB commodity index hits target Not that it needs to stop here and not that I knew a tragic humanitarian event was going to instigate the final drive to 270+,…

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February 24, 2022

Commodities / Copper/Industrial Metals / Gold / Interest Rates

Two macro charts

If you're only watching market prices (and drama) you're missing key points beneath the surface I have not posted yet this week due to being preoccupied elsewhere, due to having…

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February 15, 2022

Commodities / Gold / Notable Public Posts / Stock Market

Final rally for stocks, commodities to top, and a final down leg for gold?

A macro view for stocks, commodities and gold The article's title is one man asking one question among several I could be asking, given the volatility of macro indicators on…

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January 28, 2022

Commodities / Copper/Industrial Metals

Excellent Palladium CoT joined a positive seasonal average

Palladium, outstanding CoT and Seasonal After having previously reviewed the positive seasonal aspect for Palladium (along with other metals, see below), NFTRH 690 presented (by way of CoTbase) the following…

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January 26, 2022

Commodities / Federal Reserve / Interest Rates

Fed Funds Rate, CRB & 2yr yield; a macro picture

2-year Treasury yield indicates rising Fed Funds to come The link between commodities and Fed policy has been hit or miss (at best). However, when you add in the 2…

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December 15, 2021

Commodities

Ags on the move

The Agricultural ETF is breaking out I had been using individual Teucrium funds and related companies like NTR and MOS as vehicles for the Ag sector since last year, when…

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November 12, 2021

Commodities / Inflation & Deflation

Coal gaining headlines, enter the Stag

Stagflation, Coal style My definition of Stagflation is 'inflation that works to impair the economy' (as opposed to appearing as a benefit as it does early on) and the problem…

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October 12, 2021