FlowBank

1213 days ago

This Uranium ETF is breaking out

Uranium stocks have burst higher, jumping double digits on the chance that the US government will become a giant new buyer in the market for the commodity and offer support to the companies the produce it.

#Commodities
This Uranium ETF is breaking out

1213 days ago

Too much optimism on Copper?

The chart below shows data from the Commitments of Traders (COT) report: 33.17% of open interest for copper is long on net. This reading has taken a near-vertical run higher over the past several months, and Friday's reading reached the highest level since January of 2004. That most recent reading stands in the upper 2% of all readings - source: Bespoke 

#Commodities
Speculator Net Positioning on Copper

1213 days ago

As shown by Crescat, Gold fell 6 times more than 10% in the current cycle

Is the recent correction in Gold a buying opportunity? Source: Crescat Capital

#Commodities
Gold bull market

1214 days ago

Gold saw the largest outflow ever over the past 3 weeks

Source: BofA, EPFR 

#Commodities
Gold ETF outflows / inflows

1215 days ago

The case for Hard Assets

The "commodity to equities" chart looks extreme. Tavi Costa at Crescat: "The macro case for hard assets is the most compelling I have ever seen"

#Commodities
Commodities to equities ratio
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