Seeking Alpha

Lior Cohen

 
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  • Will Silver Resume Its Descent?
    Mon, Sep. 1 SLV 38 Comments

    Summary

    • Silver’s weakness coincided with the recovery of U.S. equities.
    • Silver to gold ratio rallied in recent weeks.
    • The upcoming U.S. non-farm payroll report could impact silver.
  • Silver Wheaton Is Not Solely Impacted By Silver Prices
    Wed, Aug. 27 SLW 11 Comments

    Summary

    • Silver Wheaton’s correlation with silver has declined in recent weeks.
    • The company still has several key advantages over silver as investment.
    • Silver Wheaton also has a couple additional risks over silver.
  • Oil Could Keep Falling, Despite Stagnant Production
    Tue, Aug. 26 MPC, VLO, USO Comment!

    Summary

    • Oil prices dropped again by 3.8%.
    • Oil production didn’t pick up in recent weeks.
    • Oil storage rose on account of weaker demand and higher imports.
  • Natural Gas Prices Remain Flat Despite Strong Storage Buildup
    Tue, Aug. 26 APC, CHK, UNG 1 Comment

    Summary

    • Natural gas prices rallied last week, but is nearly flat for August.
    • Storage continues to rise at a fast pace , which could bring it to normal levels by November.
    • Other natural gas assets such as United States Natural Gas, Chesapeake Energy and Anadarko Petroleum also rallied last week.
  • The Silver-Gold Correlation Fell To A New Low
    Tue, Aug. 26 PAAS, SLW, SLV 3 Comments

    Summary

    • Silver has had a weak correlation with gold in the past few weeks.
    • Silver weakened during most of August.
    • The upcoming U.S GDP report could move silver.
  • Will Oil Prices Keep Falling?
    Tue, Aug. 19 USO, OIL, UCO 4 Comments

    Summary

    • Oil prices shed 0.3% off its value.
    • Oil production is expected to keep coming up in the U.S.
    • Oil supply is expected to remain higher than oil demand in the coming months.
  • Will The Fed Bring Silver Further Down?
    Tue, Aug. 19 PAAS, SLW, SLV 6 Comments

    Summary

    • The price of silver declined again last week.
    • FOMC minutes could impact silver.
    • The slow recovery of U.S equities may have also contributed to the decline.
    • Silver stocks such as Pan American Silver (PAAS) and the ETF iShares Silver Trust (SLV) also tumbled down last week.
  • Will Natural Gas Continue To Zigzag In Unclear Trend?
    Tue, Aug. 19 UNG Comment!

    Summary

    • Natural gas prices fell last week after they rallied a week earlier.
    • Other natural gas assets such as United States Natural Gas, Chesapeake Energy and Anadarko Petroleum also dropped.
    • This time of the year, natural gas prices tend to move in an unclear trend when prices are low.
  • The Good And Bad In Pan American Silver's Q2 Earnings
    Sat, Aug. 16 PAAS 3 Comments

    Summary

    • Pan American Silver’s EPS was only 1 cent – 5 cents below expectations.
    • Higher production brought revenue up and offset the decline in silver prices.
    • If the company doesn't bring down AISC, its profit margins will continue to dwindle.
  • Is Royal Gold's Current Price High?
    Thu, Aug. 14 RGLD 3 Comments

    Summary

    • Profits could keep coming down due to falling gold prices.
    • The second-quarter results were strong.
    • Royal Gold is valued high compared to Silver Wheaton.
  • 3 Takeaways From Silver Wheaton's Earnings Report
    Thu, Aug. 14 SLW 10 Comments

    Summary

    • Silver Wheaton didn’t reach its quarterly goals at 18 cents a share.
    • The company’s attributed production fell by 13.8% in gold and 1.5% in silver.
    • The drop in precious metals prices more than offset the modest gain in volume sold.
  • What Is Keeping Silver Down?
    Tue, Aug. 12 SLV 32 Comments

    Summary

    • Silver’s progress coincides with the movement in the U.S long term treasuries.
    • The price of silver fell last week even though gold rallied;
    • Silver stocks such as Pan American Silver (PAAS) and iShares Silver Trust (SLV) also bounced back last week;
  • Will Natural Gas Keep Recovering?
    Tue, Aug. 12 CHK, UNG, DGAZ 10 Comments

    Summary

    • Last week’s natural gas injection to storage was above the 5-year average.
    • The weekly changes in storage seem to explain only 5% of natural gas prices mainly during winter.
    • Natural gas consumption is falling down.
  • Will Silver Wheaton Reach Its Quarterly Goals?
    Sat, Aug. 9 SLW 4 Comments

    Summary

    • Silver Wheaton will release its second quarter earnings report next week.
    • The company’s attributed production is expected to rise by 5% in gold and 13% in silver.
    • The rise in its revenue from gold is likely to bring down its profit margin.
  • Will Silver Remain Forever $21?
    Tue, Aug. 5 PAAS, SLW, SLV 16 Comments

    Summary

    • Silver declined during most of last week.
    • The FOMC’s decision may have dragged down silver prices during the week.
    • Other silver assets such as Pan American Silver and iShares Silver Trust also fell last week.
  • Will Natural Gas Remain At Its Current Price Range?
    Tue, Aug. 5 UNG, DGAZ, UGAZ 12 Comments

    Summary

    • Last week’s natural gas injection to storage was higher than the 5-year average;
    • Natural gas remained close to $3.8 Bcf.
    • The current high injection pace could bring the storage to close to normal levels by November.
  • Is Silver's Next Rally Around The Corner?
    Mon, Jul. 28 PAAS, SLW, SLV 7 Comments

    Summary

    • Silver declined again last week.
    • Other silver assets such as Pan American Silver and iShares Silver Trust also fell last week.
    • Next week’s FOMC meeting could impact the silver market.
  • 3 Questions Regarding The Recent Fall In Natural Gas Prices
    Mon, Jul. 28 UNG, GAZ, NAGS 5 Comments

    Summary

    • Last week’s natural gas injection to storage was higher than the 5-year average.
    • Will the high injection rate drag down the price of natural gas?
    • The current high injection pace isn't enough to bring the storage to its normal levels by November.
  • What Could Pull Silver Back Up?
    Mon, Jul. 21 SLV 13 Comments

    Summary

    • Silver changed direction and fell last week.
    • Other silver investments such as Pan American Silver (PAAS) and Silver Wheaton (SLW) also plummeted last week.
    • Silver may resume its rally if the FOMC maintains an unclear stand on the timing of the rate hike.
  • Has Silver Reached A Brick Wall?
    Mon, Jul. 14 SLV 8 Comments

    Summary

    • Silver resumed its rally last week.
    • Other silver investments such as Pan American Silver (PAAS) and Silver Wheaton (SLW) also continued to trade up last week.
    • This week, Yellen’s testimony could impact silver.
  • Does The Summer Weather Impact The Natural Gas Market?
    Mon, Jul. 7 UNG 7 Comments

    Summary

    • Last week’s natural gas injection to storage was above the 5-year average.
    • Does the weather impact the natural gas storage during the summer?
    • The Backwardation in the natural gas market is slowly closing.
  • Will Silver Break Free From Its Current Price Range?
    Sun, Jul. 6 SLV 28 Comments

    Summary

    • Silver inched down last week.
    • Other silver investments such as Pan American Silver (PAAS) and Silver Wheaton(SLW) rallied last week.
    • Next week’s release of the minutes of the FOMC meeting could pull up silver.
  • Will Silver Change Direction And Fall?
    Mon, Jun. 30 SLV 18 Comments

    Summary

    • Silver inched up last week.
    • Other silver investments such as iShares Silver Trust, Pan American Silver and Silver Wheaton also rallied in recent weeks.
    • Next week’s U.S reports could curb down silver’s rally.
  • Will Natural Gas Fall Below $4 In The Near Future?
    Mon, Jun. 30 UNG 26 Comments

    Summary

    • Last week’s natural gas injection to storage was higher than the 5-year average;
    • The natural gas market including UNG cooled down last week.
    • Will the high injection rate bring the price of natural gas down?
  • Is The Silver Market Heating Up?
    Mon, Jun. 23 PAAS, SLW, SLV 8 Comments

    Summary

    • Silver rallied for three weeks in a row.
    • The dovish tone of the FOMC may have kept pulling up silver prices.
    • Other silver investments such as iShares Silver Trust, Pan American Silver and Silver Wheaton benefited from silver recovery;
  • Will The High Injections To Storage Bring Down Natural Gas?
    Tue, Jun. 17 UNG 15 Comments

    Summary

    • Last week’s natural gas injection to storage was above the five-year average.
    • Will the high injection rate curb down the recovery of natural gas prices?
    • The natural gas market, including UNG, heated up again on a weekly scale.
  • Will The Recent Recovery Of Silver Slow Down?
    Tue, Jun. 17 SLV 11 Comments

    Summary

    • The price of silver rallied last week.
    • The next FOMC meeting could impact the silver market.
    • The rally of silver also pulled up silver ETFs such as iShares Silver Trust.
  • What Could Bring UNG And Natural Gas Down?
    Mon, Jun. 9 UNG 5 Comments

    Summary

    • Last week’s natural gas injection to storage was above the 5-year average.
    • The natural gas market including UNG rose again on a weekly scale.
    • The current Backwardation in the natural gas market has helped UNG investors.
  • What Could Bring Down Silver?
    Mon, Jun. 2 SLW, SLV 5 Comments

    Summary

    • The price of silver dropped last week, which also dragged down silver ETFs such as iShares Silver Trust (SLV).
    • The U.S non-farm payroll report could impact the silver market.
    • The progress of the U.S dollar against the euro may affect silver.
  • What Is Keeping The Price Of Natural Gas High?
    Mon, Jun. 2 UNG 51 Comments

    Summary

    • Last week’s natural gas injection to storage was higher than the 5-year average.
    • The natural gas market including UNG rallied on a weekly scale.
    • The low storage levels could maintain the price of natural gas higher than normal in the coming months.
  • Will Market Sentiment Move Silver Prices?
    Tue, May. 27 SLV 3 Comments

    Summary

    • The price of silver remained relatively flat last week, which also kept silver ETFs such as iShares Silver Trust nearly unchanged.
    • The U.S. GDP for the first quarter could impact the silver market.
    • The shift in market sentiment could also affect the price of silver.
  • Will Natural Gas Break Free From Its Current Price Range?
    Mon, May. 26 UNG, DGAZ, UGAZ 22 Comments

    Summary

    • Last week’s natural gas injection to storage was above the 5-year average.
    • The natural gas market including UNG remained relatively flat on a weekly scale.
    • The weekly changes in storage seem to explain 8% of the volatility of natural gas prices.