Gold: Entwicklung der chinesischen Nachfrage und der inländischen Minenproduktion

Informatives Chart-Update von BullionStar:

Quelle: bullionstar.com

USA: Öl-Lagerbestände vs. WTI-Ölpreis

Die historisch vollen Öl-Lager in den USA üben weiterhin Druck auf den Ölpreis aus..

Quelle: eia.gov

Quelle: eia.gov

Negativer Vorlauf-Indikator: Wachstum im Welthandel schwächt sich deutlich ab

Der Wachstumsrückgang im globalen Handel wirkt sich erwartungsgemäß sehr negativ auf das Welt-BIP aus..

Quelle: OECD

USA, Aktienmarkt: Größter Short Squeeze seit 2008 beflügelt Dow Jones und S&P 500

Ein wahrhaftig spektakulärer Short Squeeze treibt die amerikanischen Aktienmärkte gerade nach oben..

Quelle: zerohedge.com

Gold-Explorer TerraX Minerals aktiviert zweites Bohrgerät für das Sam Otto Bohrziel auf dem Yellowknife City Gold-Projekt

TerraX Minerals (V.TXR) setzt ein zweites Bohrgerät auf dem Yellowknife City Gold-Projekt ein, um das geplante Winter-Bohrprogramm mit einem Umfang von 6.500 Bohrmetern zügig fertigzustellen. Alle Explorationsprogramme für 2016 sind vollständig finanziert..

TerraX mobilizes a second drill to the Sam Otto target, Yellowknife City Gold Project

Yellowknife, February 17, 2016 - TerraX Minerals Inc. (TSX.V: TXR; Frankfurt: TX0; OTC: TRXXF) has mobilized a second drill to its Sam Otto Target on the Walsh Lake property, Yellowknife City Gold project ("YCG"). The second drill will ensure completion of the planned winter drill program prior to spring break-up and was made possible by the ease of access by truck to the drill sites from our drill contractor's operations and maintenance facility (Foraco Canada Ltd.) in Yellowknife, just 25 km to the south by ice road and highway..

Link: http://www.terraxminerals.com/s/NewsReleases.asp?ReportID=739829#sthash.gbNuGFeO.dpuf

Quelle: stockcharts.com

Quote:

Vancouver Resource Investment Conference 2016: Interview mit Gold-Explorer TerraX Minerals

Im folgenden Video gibt TerraX Minerals' (V.TXR) CEO Joe Campbell klasse Einblicke in die attraktive Gold-Story..

Link: http://rohstoffaktien.blogspot.de/2016/02/vancouver-resource-investment_4.html

Quelle: terraxminerals.com

Gold: Notenbanken erhöhen in 2015 erneut ihre Bestände

Die Zentralbanken bleiben beim Gold auf der Käuferseite aktiv..

Quelle: U.S. Global Investors, usfunds.com

Energie- und Öl-Markt: Kredit-Risiken steigen auf neues Rekordhoch

Der historische Ölpreis-Crash führt zu einer massiven Zunahme der Kredit-Risiken in der amerikanischen Energiebranche:

Quelle: zerohedge.com

Öl-Markt: Volatilität im Tageshandel steigt auf neues Mehrjahreshoch

Alleine seit Jahresstart erlebte der Ölpreis zahlreiche 10%-Schwankungen auf Tagesbasis..

Quelle: zerohedge.com

Quelle: zerohedge.com

Öl-Produzenten: Saudi-Arabien und Russland festigen Spitzenplatz

.. und sorgen dafür, dass das Überangebot am Ölmarkt nicht abreißt..

Quelle: bloomberg.com

Goldman Sachs: Erneute Verkaufsempfehlung für Gold

Goldman Sachs verfestigt die bärische Haltung zum gelben Metall..

Goldman Channels FDR's `Nothing to Fear' With Sell Gold Call

February 15, 2016 — 7:10 PM PST Updated on February 15, 2016 — 9:14 PM PST

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·         New fears, like past fears, are not justified, Goldman says

·         Bullion is seen dropping to $1,000 in 12 months, bank saysShare on Facebook

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Goldman Sachs Group Inc. says it’s time to bet against gold as bullion’s rally to the highest level in a year isn’t justified, backing the bearish call with a comment from a former U.S. leader in a report that was issued, appropriately enough, on Presidents’ Day. Prices tumbled.

Gold will slump back to $1,100 an ounce in three months and $1,000 an ounce in 12 months, analysts including Jeffrey Currie and Max Layton wrote in the report that was dated Feb. 15 and received on Tuesday. It was headlined with a remark from former President Franklin D. Roosevelt.

There’s “nothing to fear but fear itself,” the analysts entitled the seven-page note, channeling comments from Roosevelt’s 1933 inauguration when the U.S. economy was being ravaged by the Great Depression. “It’s time to sell the fear barometer,” the bank said, and recommended shorting gold.

Gold jumped to highest since February 2015 last week as sinking equity markets, weaker oil prices, and diminished bets for higher U.S. borrowing costs spurred haven demand. Prices were further boosted by the spread of negative interest rates and concerns about a crisis in Europe’s banks. Goldman said it still expected rates to rise, putting the odds of U.S. recession at just 15 to 20 percent, and rejected the notion that a re-run of the crisis was likely.

‘Not Justified’

“We believe that these new fears, like past fears, are not justified,” the analysts wrote, saying that financial markets had overreacted. “Systemic risks stemming from the collapse in oil and commodity prices are extremely small.”

Gold for immediate delivery sank as much as 1.5 percent to $1,191.02 an ounce and traded at $1,193.52 at 1:09 p.m. in Singapore. It’s down from $1,263.48 on Feb. 11, the highest price since February 2015. Goldman’s targets for bullion are the same as those given by the bank in a note last week, when it said that U.S. rates will still rise..

Quelle: goldmansachs.com

Quote:

The recent gold surge is overdone - Goldman

Feb 16 2016, 06:27 ET | By: SA Eli Hoffmann, SA News Editor 

In a note to clients late yesterday titled “Nothing to fear but fear itself,” Goldman’s Jeffrey Currie says that the fear guiding global financial markets right now “ignore the facts that systemic risks from oil, China and negative rates are very unlikely.”

Currie says that the negative macro impacts from low oil prices have likely already played out and are not systemic; the spillover from the Chinese economy slowing down is limited; and that the U.S. economy is far from a recession.

“Financial markets have overreacted to the point that current inflation breakevens would require oil prices to keep declining for the next 7 years.”

“We believe that the sharp rise in gold prices this past week was mostly due to concerns over systemic risks, particularly in the banking sector, given the sharp correlation of gold prices with bank stocks and other measures of systemic credit risks. While this is a continuation of a trend established since the beginning of the year that started with systemic concerns over oil and China, we believe that these new fears like the past fears are not justified.”

Currie says we’re likely heading for a bounce once the market realizes that European banks, which are currently at the center of concerns over negative interest rates, are still able to fund themselves and that money markets are open with no evidence of strain in either euro or dollar funding..

Rohstoffe, Performance YTD: Edelmetalle an der Spitze, Zucker und Öl am Boden

Werfen Sie einen Blick auf die informative Performance-Übersicht seit Jahresstart:

Quelle: reuters.com

Small Caps, Kanada: TSX-Venture Index setzt sich von Allzeittiefständen ab

Die jüngste Gold-Rally führt auch zu einer Erholung beim TSX-Venture, der sich von den Rekordtiefständen etwas absetzen kann. Eine zarte Stabilisierung setzt ein..

Quelle: bigcharts.com

Quelle: bigcharts.com

Fission Uranium erweitert erfolgreich Uran-Discovery durch neue high-grade Bohrungen

Der erfolgreichste Explorer im renommierten Athabasca Basin schreitet an der Drilling-Front weiter erfolgreich voran. Fission Uranium's (T.FCU) jüngste high-grade Bohrergebnisse auf PLS können sich einmal mehr sehen lassen..

Fission Expands R600W, R780E and R1620E Zones With High-Grade Hits

Winter Program Successfully Expands High-Grade Mineralization East and West of Triple R Deposit

KELOWNA, BRITISH COLUMBIA--(Marketwired - Feb. 16, 2016) - FISSION URANIUM CORP. (TSX:FCU) (OTCQX:FCUUF) (FRANKFURT:2FU) ("Fission" or "the Company") is pleased to announce results from eleven holes at its' PLS property, host to the Triple R deposit, in Canada's Athabasca Basin region: seven holes drilled on the R600W zone, three drilled on the R780E zone and one on the R1620E. Of key importance, Hole PLS16-460, drilled on the R1620E zone (line 1500E) 300m east of the Triple R deposit, has intersected 8.04m of total composite mineralization of >10,000 cps radioactivity in a continuous 50.0m wide mineralized zone that starts at the shallow depth of 65.5m depth. Not only is this by far the strongest mineralization drilled to date on the R1620E zone but additionally it is the strongest mineralization east of line 1125E (R780E zone) 375m further to the west. Hole PLS16-460 significantly upgrades the R1620E Zone.

All eleven holes were mineralized, with eight returning high-grade intervals. The high-grade R600W zone, the high-grade R1620E zone and the newly discovered High-Grade R840W zone have yet to be added to the Triple R deposit resource estimate.

Ross McElroy, President, COO, and Chief Geologist for Fission, commented,

"With the recent discovery of high-grade mineralization in PLS16-445 on the R840W zone (see NR February 01, 2016) and now the discovery of high-grade mineralization 2.34km to the east on the R1620E zone (PLS16-460) drilling this winter at PLS has shown the upside blue-sky potential that exists. The shallow depth of mineralization in PLS16-460, starting at just 65.5m below surface, is a hallmark of the 2.47km long mineralized trend at PLS and is a continued reminder of just how much PLS and the Triple R differs from other discoveries and deposits in the Athabasca Basin. Neither the R600W, the R840W zone nor the R1620E zone have been added to the Triple R deposit resource estimate so the team is very excited to see this high-grade growth."

Drilling Highlights Include..

Link: http://fissionuranium.mwnewsroom.com/press-releases/fission-expands-r600w-r780e-and-r1620e-zones-with-high-grade-hits-tsx-fcu-201602161043064001

Quelle: fissionuranium.com

Quelle: fissionuranium.com

Quelle: stockcharts.com

Quelle:

Neue Interviews mit CEO Dev Randhawa von Fission Uranium

Nach dem historischen Deal mit dem chinesischen Energie-Konzern CGN gibt Fission Uranium's (T.FCU) CEO Dev Randhawa neue, informative Einblicke..

Link: http://rohstoffaktien.blogspot.de/2016/02/neues-interviews-mit-ceo-dev-randhawa.html

China: Neue Rekord-Verschuldung im Januar

Die gesamten Schulden (ugs. "Total Social Financing") sind in China im Januar um unvorstellbare 520 Mrd. USD gewachsen - ein neuer Rekordwert auf Monatsbasis..

Quelle: zerohedge.com

Nach starken China-Importen: Eisenerz steigt auf neues Jahreshoch

Der wichtigste Gewinn-Treiber für die größten Minenkonzern steigt auf den höchsten Stand in 2016 und legte von den Tiefständen bereits mehr als 20% zu..

Iron ore price surges

The price of iron ore soared on Monday with the Northern China 62% Fe import price including freight and insurance (CFR) adding 5.6% to $45.60 a tonne according to data from The Steelindex.

The steelmaking raw material has gained 6.3% in value so far in 2016 hitting its highest level since mid-November. The price declined to a near decade low of $37 at the end of last year, but after today's advance it's firmly back in a bull market, generally defined as a more than 20% move from a low.

The latest leg up came after Chinese iron ore imports continued to impress with January cargoes of 82.2 million tonnes, down from December's giant tally but up 4.6% on a year on year basis..

Link: http://www.mining.com/iron-ore-price-surges/

Quelle: vale.com

Öl-Markt: Saudi-Arabien und Russland halten Produktionslevel

Damit sind die Gerüchte über die Förderkürzung wieder vom Tisch..

Saudi Arabia and Russia Agree Oil-Output Freeze in Qatar

February 16, 2016 — 10:13 AM CETUpdated on February 16, 2016 — 10:27 AM CET

Saudi Arabia and Russia, the world’s two largest crude producers, agreed to freeze output after talks in Qatar.

Freezing output at January levels will be “adequate” and the nation still wants to meet the demand of its customers, Saudi Oil Minister Ali Al-Naimi said in Doha after talks with Russian Energy Minster Alexander Novak. Qatar and Venezuela also agreed to participated in the freeze, Al-Naimi said.

"A freeze would not create an immediate U-turn but it creates a better foundation for the price recovery in the second half," Olivier Jakob, head of oil consultants Petromatrix GmBh, said in a note to clients before the meeting concluded..

Link: http://www.bloomberg.com/news/articles/2016-02-16/saudi-arabia-and-russia-agree-oil-output-freeze-in-qatar-talks

Quelle: stockcharts.com

Gold-Newsletter Update: The Midas Touch Consulting Report by Florian Grummes - 15th of February 2016

Florian Grummes mit seinem jüngsten, lesenswerten Update siehe unten.

Empfehlung: Hier können Sie sich für den informativen Gold-Newsletter registrieren.

15th of February 2016 What a difference two weeks can make....!! Gold has clearly broken out of its falling wedge - earlier than anticipated. The stellar performance during the last two weeks has likely changed the big picture and probably marks the starting point of a new multi-year bull market. But short-term Gold and the mining stocks have become very overbought. The price action during the last two days is sending a warning signal and we are likely going to see a large pullback in spring. The situation reminds me of 2001 (chart) when Gold also shot through the roof only to retrace all the gains pretty quickly. Back then it corrected all the way back to its 50MA within a matter of days. Currently that would mean a test of the breakout level around $1,110 - $1,130. Be very careful here at the moment. I am very sure that the market will give us more opportunities to buy at much lower prices until summer. Just be patient. The other emphasis of my analysis, Bitcoin, seems to follow my scenario of an ascending triangle while the general stockmarket and oil are ripe for a multi-week recovery. For now I will continue to write a bi-weekly free update focusing on Gold and Bitcoin. If you like my work I´d be very grateful if you could support me with a donation. Any amount is welcome. I will honor your trust in my work. To your success, Donate via Paypal

Bitcoin within a multi-month bullish triangle consolidation Bitcoin should continue to run into an ascending bullish triangle for at least a couple more weeks. I hope you followed my recommendation to buy below $380. Now you should be fully invested and just stick to your position. We have been buying weakness within a bullish formation. The breakout above $500 will confirm the pattern and activate our profit target at $800. I like to buy a quiet market with a great fundamental and technical picture instead of chasing an overbought and volatile market like gold is at the moment. Action to take: Hold your Bitcoins Stopp Loss: $290 (28%), we will increase the stopp once we hit $500. Profit Target: $800 Timeframe 6 -18 months Risk($80) / Reward($430) = 1 : 5.4 (very good ratio!!) Position Sizing: Don´t risk more than 1% of your equity. Midas Touch Gold Model on a Buy Signal since January 26th The model remained in bullish mode during the last two weeks. Obviously due to Gold´s strength the bullish mode has intensified. The recent changes include buy signals from: Gold USD - Monthly Chart Ratio DowJones/Gold US-Dollar Daily Chart A new sell signal is coming from: Gold Volatility CBOE Index A neutral signal is coming from: US-Dollar CoT-Report Overall a very strong bull signal. But be aware that it doesn't take much more downside action to flip the signals from Gold in Indian Rupee and Gold in Chinese Yuan to a sell signal. As well the available CoT numbers for Gold do not include last week´s spike! I think we will quickly see my model shift to neutral mode but obviously that is my personal opinion. Until now the model is bullish and has been created to take out any personal interpretation. Gold broke out of its falling wedge Mid- and long-term this bullish and the bottom is very likely in. But short-term Gold is about to fall back within the downtrend-channel of the last three years. Combined with the unsupportive  seasonality until June I think we will see a large pullback starting rather soon. Gold with spectacular and parabolic rise but close to a sell signal With the daily chart we are zooming into the recent price action. Instead of pulling back around $1,140 Gold surprised nearly everybody (including me) and rushed to the upside. But looking forward to the next couple of weeks and months I am now very cautious and even outspoken bearish. To get moe clarity about what Gold can do from here I am going to lay out the three basic directions any market can take: up, down and sideways.  The imminent bullish case: The ongoing pullback this morning confirms a short-term top at $1,263.90 is in place. But if Gold still wants to continue and push higher towards the next target around $1,300 the support zone between $1,190-$1,210 has to hold. As you can see in my model update Gold in Yuan and in Rupee can not fall much lower from here ($1,209) without triggering a sell signal. That means Gold has to stay above $1,205 (today´s low so far is $1,207). So should we get a bounce from here Gold has to quickly regain $1,230 and especially $1,242 to keep the bullish picture alive. In that case we should see $1,300 rather soon. The probability for this scenario is only 15%. The sideways consolidation case: Gold has become very overbought and needs at least a breather. As long as it stays above $1,205 and especially above $1,180 we could see a sideways consolidation. The slow stochastic could stay embedded in that case. The probability for this scenario is 25%. The bearish case: Gold is extremely overbought. RSI and MACD are extremely overbought. Thursday and Friday´s close have been outside the upper Bollinger Bands. The Parabolic Sar will flip to a sell signal below $1,181. Gold stocks are heavily overbought too. Such a first parabolic rise has always been corrected in the past! GDX & Co. usually have retraced 55% of their sharp advances in the past. Sentiment levels are way too optimistic. The Kitco Gold survey has seen three weeks in a row > 85% bulls. The general stock-market is oversold and ready for a bounce. Silver has been kind of lagging the current move. The Gold/Siver-Ratio has not confirmed the recent spike in precious metals. Seasonality is not supportive anymore. We often have seen dramatic sell-offs starting in February or March. I could continue on and on. The probability for the bearish scenario is at least 60% and I expect Gold to fall down all the way back to its 50MA because jumping above the 200MA for the first time since many months usually forces prices to correct at least back to the 200MA more likely down to the 50MA. Conclusion: Gold mostly likely will start a severe pullback towards $1,130 rather soon. But overall the picture has improved and I expect we don't see prices below $1,100 anymore. Action to take: Nothing. Stay at the sidelines but plan to buy with both hands once Gold is pulling back towards its 200MA ($1,130) and especially towards its 50MA ($1,105). Only experienced traders could sell Gold short into any intraday spike towards $1,228 - $1,241 with a tight stopp at $1,255 and a profit target at $1,130. Investors should continue to buy with both hands if Gold moves below $1,130 again until you have at least 10% of your net-worth in physical Gold and Silver. Portfolio: We bought Bitcoin at $372. Stopp at $290. Profit target $800. Plan to hold for a couple of months. Buy Gold at $1.130 with a stopp at $1.100. Mostly likely we will have to wait until march for this trade to become possible. Buy GDX (Market Vectors Gold Miners ETF) at and below $15.45 with a stopp at $14.00 Buy GDXJ (Market Vector Junior Gold Miners ETF) at and below $21.15 with a stopp at $19.00 Watchlist: DRD Gold (DRD) Endeavour Silver Corp. (EDR.TO) McEwen Mining (MUX.TO) Mag Silver Corp. (MAG.TO) United States Oil Fund (USO) Agriculture ETF (DBA) Track-Record: We got stopped out of our gold short position on January 4th at $1,083 for an outstanding gain of $97/contract or 8.2% (=8.08R). Long-term personal beliefs (my bias) Officially Gold is still in a bear market but the big picture has massively improved and the lows are very likely in. If Gold can take out $1,307 we finally have a new series of higher highs. If this bear is over a new bull-market should push Gold towards $1,500 within 1-3 years. Long-term price target DowJones/Gold-Ratio remains around 1:1. Long-term price target Gold/Silver-Ratio remains around 10:1 (for every ounce of gold there are 9 ounces of silver mined, historically the ratio was at 15:1 during the roman empire). Long-term price target for Gold remains at US$5,000 to US$8,900 per ounce within the next 5-10 years (depending on how much money will be printed..). Fundamentally, as soon as the current bear market is over Gold should start the final 3rd phase of this long-term secular bull market. 1st stage saw the miners closing their hedge books, the 2nd stage continuously presented us news about institutions and central banks buying or repatriating gold. The coming 3rd and finally parabolic stage will end in the distribution to small inexperienced new traders & investors who will be subject to blind greed and frenzied panic.  Bitcoin could become the "new money" for the digital 21st century. It is free market money but surely politicians and central bankers will thrive to regulate it soon. Facebook Twitter LinkedIn Website Seeking Alpha BitGold Email SoundCloud Forward Share Tweet +1 Share Disclaimer & Limitation of Liability The above represents the opinion and analysis of Mr Florian Grummes, based on data available to him, at the time of writing. Mr. Grummes's opinions are his own and are not a recommendation or an offer to buy or sell securities. Mr. Grummes is an independent analyst who receives no compensation of any kind from any groups, individuals or corporations mentioned in the Midas Touch. As trading and investing in any financial markets may involve serious risk of loss, Mr. Grummes recommends that you consult with a qualified investment advisor, one licensed by appropriate regulatory agencies in your legal jurisdiction and do your own due diligence and research when making any kind of a transaction with financial ramifications. Although a qualified and experienced stock market analyst, Florian Grummes is not a Registered Securities Advisor. Therefore Mr. Grummes's opinions on the market and stocks can only be construed as a solicitation to buy and sell securities when they are subject to the prior approval and endorsement of a Registered Securities Advisor operating in accordance with the appropriate regulations in your area of jurisdiction. The passing on and reproduction of this report is only legal with a written permission of the author. This report is free of charge. You can sign up here: http://eepurl.com/pOKDb Hinweis gemäß § 34 WpHG (Deutschland): Mitarbeiter und Redakteure des Midas Touch Gold Newsletter halten folgende in dieser Ausgabe besprochenen Wertpapiere: physisches Gold und Silber, sowie Gold-Terminkontrakte. Imprint & Legal Disclosure Anbieterkennzeichnung gemäß § 6 Teledienstgesetz (TDG)/Impressum bzw. Informationen gem § 5 ECG, §14UGB, §24Mediengesetz Herausgeber und verantwortlich im Sinne des Presserechts / inhaltlich Verantwortlicher gemäß §6 MDStV Florian Grummes Hohenzollernstrasse 36 80801 München Germany E-Mail: info@goldnewsletter.de  Website: www.goldnewsletter.de Copyright © 2016 Midas Touch Consulting GbR, All rights reserved. You are recieving this email because you signed up for my newsletter. Our mailing address is: Midas Touch Consulting GbR Hohenzollernstrasse 36 Munich 80801 Germany Add us to your address book unsubscribe from this list    update subscription preferences