Thai Guru's Gold und Silber ... (Informationen und Vermutungen)

CARTEL CAPITULATION WATCH

The DOW fell 9 to 10,543, while the DOG only lost 1 to 2128.

Market news:

06:32 OPEC agrees to stick to 27M bpd output quota, reports Dow Jones
Citing a delegate. This would appear to confirm the earlier commentary from ministers indicating their intent to stick to quotas
* * * * *

09:47 Dec. Univ. of Michigan Confidence reported 95.7 vs. consensus 93.5
Prior reading was 92.8. Note market spiked ahead of wires releasing number.
* * * * *

Dec. 10 (Bloomberg) -- Delphi Corp., the world's largest maker of auto parts, will eliminate as many as 8,500 positions and expects a loss of as much as $350 million next year because of falling automotive production in North America and higher costs of raw materials.

Sales in 2005 will be between $28.5 billion and $29 billion, the Troy, Michigan-based company said in a statement today….. –END-
* * * * *

14:00 Nov. monthly deficit reported $57.9B vs. consensus $54.1B
Prior deficit unrevised at $43B.
* * * * *

WASHINGTON, Dec 10 (Reuters) - The U.S. government posted a $57.88 billion shortfall between receipts and outlays in the month of November, the Treasury Department said on Friday.

The November deficit, reported in the Treasury's monthly budget statement, was slightly more than analysts' expectations. Wall Street had forecast a $55 billion budget shortfall and the Congressional Budget Office had expected a $57 billion gap.

The monthly budget shortfall was about $15 billion wider than in November 2003, when it was $42.97 billion.
* * * * *

As oft-reported in this column, just as demand for gold is taking off around the world, gold mine supply continues to be on the wane. This bodes poorly for The Gold Cartel whose Achilles Heel is controlling the physical market:

SA's gold production down
09/12/2004 17:46 - (SA)

Johannesburg - South Africa produced 85.7 tons of gold in the third quarter of 2004, the Chamber of Mines said on Thursday.

This was a decrease of 2.5% compared to the previous quarter and an 11.1% decrease compared to the same quarter in the previous year, said Chamber of Mines chief economist Roger Baxter.

In total, South Africa produced 258.1 tons between January to September 2004. This was 8.3% lower than the 281.6 tons produced during the same period the previous year…..

-END-

Rhody on the lease rates:

Good morning Bill:
I think the correction is over for silver. Lease rates there are now falling back. Gold lease rates are still in backwardation and remain a little on the high side relative to silver. This suggests to me that gold is still under pressure from the interests that support our paper financial system.

I do not think that gold's correction of about 4% from its highs has impressed the monetary authorities so the pressure will be maintained. Silver has had a surprisingly complete capitulation of around 18%. Let's do a little arithmetic. The capitulation price of $6.55 in silver adjusted for inflation just back to 2000 dollars, places the present price of silver at $4.40 in 2000 dollars. The price of silver in 2000 hovered around $5. Right now, silver is absolutely obscenely undervalued.
Regards, Rhody

Dennis Gartman this morning:

Regarding gold, much is being made of the rather sizeable sale of gold from the recently created gold ETF. We shall admit that even we were surprised by the decision to sell 15 tonnes of gold from the ETF's holdings, and the gentleman at GATA have taken it upon themselves to suggest that this is blatant manipulation of the market. GATA sees manipulation everywhere, so we take what they have had to say with a very, very large grain of salt. We suspect that rather than a central bank or gold bullion dealing organisation hoping to manipulate gold that this was a large hedge fund unwinding a position in a manner it found advantageous... and within the rules of the ETF itself. Further, in a world where hundreds of tonnes of gold are traded daily, 15 tonnes is really a rather small amount of gold. Indeed, we suspect that GATA's decision to publicise this gold sale did more to push gold down than did the sale itself. Indeed, we are certain that that is true. This sale makes for an interesting topic of "manipulation" conversation, but in the very great scheme of things it is nothing of consequence.... although we are certain that GATA shall take rather exceptional issue with our perspective. Further, we doubt that GATA shall make much of the fact that the ETF added 3 tonnes of gold back to its holdings at the close last evening.

Gold has sold off because gold had become egregiously over-owned by the public and the public will always be taken out of their positions in rather unseemly ways when they become as one-sided as they had become. There is really nothing more to say except that further dollar strength shall make life a bit more uncomfortable for owners of gold. We have said for the past several days that it is entirely possible that spot gold could trade back to the $397-402 level, without doing any real damage to the long term bullish trend other than to shift the psychology of the market from one of egregious enthusiasm to one of deep depression. We'll await that depression into which to buy:

-END-

A few key points to make here:

*Yes, gold was overbought and due for a correction. However, it should be correcting from $480, not $450 and change. What I mean by that is the obvious capping by The Gold Cartel restricted the rise it would have made in a free market.

We should be correcting to $450+, not from.

*Even as gold was kept in check price-wise in terms of foreign currencies on the way up, it fell apart even further on the way down. A couple of weeks ago gold was around $443 with the euro at 132. This morning with the euro still at 132, gold was trading $10 lower than a couple of weeks ago.

*The manipulation by The Gold Cartel sets up drops like this. They bide their time and sell all the way up until they are ready to attack the specs. With the dollar so weak they were unable to make their move until this orchestrated attack was formulated and the dollar corrected.

*The obvious tip-off how orchestrated the planned gold mugging was appears to revolve around the mysterious disappearance of 15+ tonnes of gold from GLD’s assets in a quiet market, BEFORE the price drop. Mr. Gartman comments this "is a small amount of gold." What he doesn’t say is the amount was probably only THE TIP OF THE ICEBERG and only what we could see. Somebody clearly got wind of what was coming, or wanted to use the fund to create a selling avalanche. How much gold was sold on the OTC market in conjunction with this 15 tonnes? The 15 tonnes probably was the tip of the iceberg.

*Anyway you look it at the sale of those 15 tonnes stinks to high heaven for a myriad of reasons, as expressed in this column the past couple of days. For this WGC product to maintain any kind of credibility it has some explaining to do. Without being able to audit what is going on here, it will be subject to skepticism for a long time. They must answer why their fund is structured so secretly compared to the Aussie and Canadian physical gold funds.

For more on the GLD flap:

Duplicate Numbers On Gold Bars Normal - Johnson Matthey

Friday December 10, 6:00 AM EST

LONDON -(Dow Jones)- Gold bars held by the StreetTRACKS gold-backed exchange- traded fund may be stamped with the same number but such a move is standard practice, Johnson Matthey PLC (JMAT.LN) said Wednesday.

In a letter to the World Gold Council, which is behind the launch of the fund, Johnson Matthey said that prior to 2002 all bars it produced were stamped with a two letter code, representing the year, followed by a number. After 2002 the company said it stamped the bars with a year, such as 2003, followed by a number.

"Therefore, some bars will have the same number but with different prefixes," David Grimwood, Johnson Matthey customer services manager, said. "Both the letter and the number combination need to be taken into account to identify the bar."

The letter follows suggestions by James Turk, editor of the Freemarket Gold and Money Report and founder of the GoldMoney gold depository and gold payment system, that 2.2% of the inventories held by StreetTRACKS were "called into question."

He said on Dec. 5 that out of the 6,981 gold bars on the fund's list, 78 had duplicate bar numbers. Johnson Matthey's explanation for some of the bars having the same numbers didn't change his opinion.

"It would appear from their letter that the prefix to the bar was not recorded in the bar list reported on the StreetTRACKS Web site," Turk told Dow Jones Newswires.

"The problem is without having the ability to audit all of the assets of GLD (StreetTRACKS), there is no way of verifying whether this error was a simple bookkeeping error or whether other factors were at work."

Industry analysts said the sharp fall in the price of gold on Wednesday may have been linked in a small extent to the comments on StreetTRACKS' inventories.

"It's possible it (the fall in the gold price) may be related to an allegation that was put out questioning the inventories," said an analyst.

Spot gold in Europe fell nearly 4% Wednesday to a four-week low at $433.30 a troy ounce, primarily on a stronger dollar against the euro and heavy long position profit taking.

The total net asset value of gold in the trust dropped from 103.56 metric tons to 88.02 tons from Monday to Tuesday before climbing again to 91.13 tons Wednesday. The latest gold bar list, updated each Friday, shows 8,306 bars or 3, 326,797.97 ounces.

StreetTRACKS gold shares were launched Nov. 18 on the New York Stock Exchange to track the price of gold. Each share represents one-tenth an ounce of gold.

-By David Elliott; Dow Jones Newswires; (4420) 7842 9411; david.elliott@ dowjones.com

Response from James Turk:

Bill
Johnson Matthey did not say that having the same number on a bar is "standard practice". Here is what Johnson Matthey wrote:

http://www.thebulliondesk.com/…/press/JohnsonMatthey.jpg

Two bars with the same number is not normal -- it is an exception. So the JM report does not change my view regarding GLD.

Their letter makes it clear that only part of the bar number was recorded by GLD. The pre-fix to the bar was not recorded in the bar list reported on the StreetTracks website.

The problem is that without having the ability to audit all of the assets of GLD, there is no way of verifying whether this error by GLD was a simple bookkeeping error, or whether other (and perhaps sinister) factors were at work. Hence, this error demonstrates the need for auditing all of the gold in GLD, and not just the gold in the custodian.

GoldMoney, pioneered the online reporting of audited gold bars (all of the gold within GoldMoney is audited). Anyway, using GoldMoney's bar list as an example, here is how the JM-UK bars should have been reported (note the 1st two bars on the list).
http://goldmoney.com/en/bar-count.html

The important issue remains unanswered. Why isn't all of GLD's gold audited? If it was audited, simple bookkeeping errors (e.g., recording only part of the bar number) would be caught by the auditors, and corrected. And if it was anything but a simple bookkeeping error, that too would be caught by the auditors. So until and unless GLD is changed so that gold in the subcustodian and sub-subcustodian is audited, I cannot recommend GLD.

Regards
James

James Turk is one of the most thorough, responsible people I have ever met. No one out there with more integrity. What he queries about GLD is right on target. So are my aspersions that something stinks to high heaven with GLD’s 15 tonne gold dump in a quiet market. It is so ironic. For some time we have jumped up and down about the way this fund is structured, warning it could be used as a vehicle to manipulate the price. We pounded the table BEFORE this gold vehicle was launched. It’s only open 3 weeks when they experience a mysterious 15+ tonne drop in a quiet market. Then the next thing you know gold drops $20 per ounce and GATA critics blame us. That coincidence should not pass anyone’s smell test.

John Mackenzie agrees with our camp:

"Avoid the ETF’s. Please do boycott them, James Turk has exposed the WGC/GLD/SEC scramble for what I do believe it is… another hatchet tool for the criminal Cabal; one that adds another layer of sticky veneer to Uncle Buck. I doubt anyone with two stems cells attached is going to allow it dry. Paper is merely a trade, a levered play on speculation. When the great unwinding occurs, precious metals will weather the storm far better than anything else. Secure your savings today, our nations leaders appear to be hell bent on spending their way to the promise land."

http://news.goldseek.com/GoldSeek/1102696069.php

***

The way a Café member sees it:

Bill,
from your Midas today:

"It appears that GLD does not even attempt to "track the spot bullion market" as advertised. Rather, its managers are actively using their centralized control over a large bullion position to deliberately cause huge waves in the market, in a way that gives them (and probably favored friends) insider foreknowledge upon which they can illegally profit. If they are able to profit from these large market moves, the profits do not accrue to the GLD shareholders ... since the objective of GLD is to track the market."

With JP Morgan and Deutsche Bank holding the money for this fund, and knowing the history of the WGC, it looks like the GLD is just another weapon crafted by the cartel to continue their manipulation and control of the gold price. What an effective tool to scare away potential investors. A really sick bunch the cartel.

There is only one way to stop them. And you've been doing it. Tell the truth.

They have reached a new level in their strategy though, and that is now to attack GATA outright in their press. This too will backfire on them.

Keep up the great work.
Chuck

Here is a sound question to be answered:

In last night’s Midas you reiterated that the Cartel has to come up with 1500 tons per year to keep gold from rising rapidly. Yet for the last few years you have been quoting Frank Veneroso's famous 16,000 tons already out of the vaults. Isn't that inconsistent?. Shouldn't the number be 19,000 or more by now?
Sincerely,
Stan Seeb

Hello Stan,
Yes, the number should be higher. However, keep in mind gold producers have returned a couple of thousand of tonnes by reducing their hedges. This must be factored in.

We don’t know what the actual gold loan/swap number is, just that it is way up there. Could be 16,000 tonnes; maybe 18,000 tonnes. What is important to keep in mind is that this gold is gone and not acknowledged by anyone in the mainstream gold world. They are still going with a 3500 tonne gold loan number, or thereabouts. The difference is staggering and one day, when this news surfaces, will expose The World Gold Council and GFMS as a bunch of phonies, to put it kindly.

Smoke is beginning to surface indicating GATA has the right numbers. There is increased speculation the European central banks won’t fill their 500 tonne quota allotted in the new Washington Agreement. IF the central banks still had 28,000 tonnes in their vaults, their 500 tonne allotment would be a drop in the bucket. However, if they are hitting the wall, as the GATA camp suggests, and have less than 16,000 tonnes left, then 500 tonnes is beginning to be a significant deal.

The reason for this is The Gold Cartel went around years ago conning central banks to lend out their gold in support of their nefarious scheme. Now that gold has risen $150, the lenders are choking and nervous they will never get their gold back. Meanwhile, the available pools of lenders, or sellers, has to be relatively small these days. In addition, those central banks who still own their gold are much less inclined to follow the other sheep and dump gold as the price rise the past few years is reminding them why they own it in the first place.

****

The rehabilitation of gold
http://www.miningmx.com/gold_silver/398336.htm

Kelvin Williams insinuates European central banks might only sell 350 tonnes versus the 500 tonnes allocated under the renewed Washington Agreement.

***
Let us put something else in perspective here on KW and AngloGold. In late January 2001 Reg Howe and I attended the INDABA gold conference in Cape Town, SA. While GATA was disparaging the gold hedgers in our $50,000 full page add in Business Day, courtesy of "South Africans for a free gold market," Kelvin Williams announced that Anglogold had increased their hedges. Gold was around $255 at the time. A big hush went up in the audience. AngloGold sure got that wrong. GATA got it right, including predicting the staunch price move up the past three years. Perhaps Anglogold has been clued in since then, or finally realized The Gold Cartel scheme is ending?

This sort of commentary from the CFTC is sickening. Most likely the same drivel fed to those in the mid-90’s who complained the copper market was rigged, only to have it erupt into a full blown price manipulation scandal, in which JP Morgan was fined heavily as part of their role in the manipulation. Where was the CFTC then?

CFTC: No manipulation of silver market
By: Dorothy Kosich
Posted: '10-DEC-04 06:00' GMT © Mineweb 1997-2004

SPOKANE, Washington--(Mineweb.com) The U.S. Commodity Futures Trading Commission does not have much patience with analysts who espouse conspiracy theories involving silver metals market manipulation.

In fact, David Kass, Senior Commodities Economist with the CFTC told members of the Northwest Mining Association Thursday that the agency is in the business of detecting and deterring manipulation "before it happens" and has been doing so for a century. However, he added, the futures trading of precious metals constitutes only about 2 percent of overall trading volume by community….

-END-

More nonsense:

Head for the exits
Commentary: Gold has likely topped

In addition to gold's poor performance in relation to the CRB and the dollar, I want to point out that there is strong technical evidence suggesting that gold has made its final push into what will likely mark the top for the current nine-year cycle…..

For the full story:

http://cbs.marketwatch.com/new…69BF%7D&siteid=mktw&dist=

-END-

Horse manure Wood! What good is cycle work in a rigged market? The market is an illusion as is. The cycle of a free market has been thwarted for nearly a decade. Garbage in, garbage out.

A couple of tidbits and feedback on the Aussie gold shares and bullion itself:

Hi Bill
Just some feedback on this reaction.

As you may know from previous emails, my company, myself and our clients are large holders in Resolute Mining (ASX Code: RSG).

For whatever reason, RSG has for the last couple of years been a pretty accurate leading indicator of gold price movements.

RSG topped out at $1.65 on 18 November (for perspective it hit $1.91 in April ….. ) and by 3 December was at $1.45.

On yesterday’s circa $20 fall RSG fell to $1.35 within an hour of the opening however then reversed to close unchanged at $1.45.

Strong buying was displayed (and it wasn’t me !).

Just food for thought.
Regards,
David Guy

Hi Bill,
Just like in the US, the Oz gold shares were trashed BEFORE bullion was. In today's session, nearly all of them were up. If the market is correct, that may mean this bashing of gold is over - then again let's not hold our breath.
Cheers,
Malcolm

The flap goes on between Harmony and Gold Fields:

06:39 GFI says "expresses concern" over HMY's statement delay of a month (12.95)
HMY says it will release an updated report on gold reserves by 1/15/05, which is a month later than initially promised. GFI on 11/9 alleged HMY had "material discrepancies" in its statement of reserves.
* * * * *

The gold shares seem to not want to go much lower, but all rallies are met by stale liquidation, dissillusioned bulls dumping, and margin/tax loss selling. Gold is only $20 off a 16-year high. The way the shares have traded for some time you would think gold took out $400 and was streaking for $375. Those exiting here will regret it in the weeks and months ahead.

Anyone who has not taken the time to read Reg Howe’s latest masterpiece is doing themselves an injustice. To get a handle on what the gold market is really all about, this is a MUST read, especially for those of you new to this site and to what GATA has uncovered over the years.

At the New Orleans Investment Conference, GATA’s Andrew Hepburn made a point that the intellectual capital of the gold world was in the room (that coming from the GATA camp in attendance or not) and most of the rest of the gold market commentary was "drivel." When you read Reg Howe’s brilliant essay, you will have some idea why Andrew audaciously made such a comment. It is a well founded one.

When our critics take potshots at our camp, like they have recently at James Turk and GATA, it seems few of them have read our extensive work in depth. And, if some have, they either aren’t smart enough to understand it, or fail to deal with the specific findings. None are willing to debate us and go over our discoveries point by point. This includes the World Gold Council, GFMS, Dennis Gartman and the rest of the establishment. Instead, they rant and rave about the conspiracy people.

I challenge any one of them, and all of them, to take apart what Reg has published. Fat chance! These wimps "can’t handle the truth," nor are they willing to stray from their simplistic, naïve approach to analyzing the gold market.

I have taken the liberty of publishing some excerpts from Reg’s extraordinary dissertation:

Déjà Vu: Central Banks at the Abyss

http://www.goldensextant.com/S…emselves.html#anchor57474

Blindman's Buff. The immediate impetus for WAG I is easy to understand. The British gold auctions had caused a severe decline in gold prices just after the new European Central Bank and its member central banks had adopted the practice of regularly marking their gold reserves to market. However, as a rational strategy on the part of its signatories, WAG I is difficult to explain except on the hypothesis that the central banks themselves did not have adequate information about, or a sufficient understanding of, the gold lending and gold derivatives markets.

While these markets had grown up largely as the result of more active management by the central banks of the gold reserves under their control, as a practical matter much of the actual management took place on the advice and under the direction of the bullion banks. In Gold Wars (FAME, 2001), pp. 119-176, retired Swiss banker Ferdinand Lips reviewed the emergence of these markets in the 1990's, concluding that the more sophisticated bullion banks had taken advantage of their positions as advisors to the relatively naive central banks (at 144):

Their [the bullion bankers'] only motive was to make money. They made legendary amounts of money with the 'Gold Carry Trade'. By borrowing gold from the central banks at a 1% lease rate, then selling the gold (thereby flooding the physical gold market with an artificial supply) and investing the proceeds in Treasury securities at 5%, they were making fortunes. Who can blame them?
It was the Chairman of the Fed, Alan Greenspan, himself who invited them to do so by declaring before the House Banking Committee on July 24, 1998, and again on July 30, 1998 before a Senate Agricultural Committee, that "[...] central banks stand ready to lease gold in increasing quantities should the price rise." By allowing an unprecedented manipulation of the gold price, the central banks laid the foundation for the biggest money game in history.
Nobody cared that the manipulating (a strong, but truthful assessment) governments, central banks and bullion banks, were completely ignoring the free market process. Greedy bullion banks were permitted to eat away the profits that should have gone to the gold mining companies, their shareholders, workers and last, but not least, the poor gold producing countries.
In fact, a year before his 1998 congressional testimony about gold leasing, Mr. Greenspan's Federal Reserve handed the bullion bankers a powerful document with which to sell the practice of gold lending to central bankers. It released a staff paper arguing that government gold should be made available for private uses sooner rather than later, either by selling it all immediately or lending as much as possible at once and selling it gradually later. D.W. Henderson et als., Can Government Gold Be Put to Better Use? Qualitative and Quantitative Effects of Alternative Policies (Federal Reserve Board, International Finance Discussion Paper 582, 1997). With respect to the latter alternative, the paper suggested a future that may now have arrived (at p. 5):

The quantities of gold available for private uses are the same under the alternative policy as with an immediate sale. However, there is an important difference: under the alternative policy, governments relinquish title to their gold in the future and then only gradually. Therefore, to the extent that government uses can be satisfied by owning gold but not physically possessing it, most if not all of the gains associated with maximizing welfare from private uses can be obtained with little or no reduction in welfare from government uses until sometime in the future. [Emphasis supplied.]
Almost as soon as it was published, Goldman Sachs referred to the paper in 116-page report on gold stocks, calling it a significant negative for gold prices. See J. Tompkins, Portfolio Gold: Now You See It. Now You Don't, Investor Features Syndicate (September 15, 1997). Used in this context by Goldman's stock analysts, the Fed's staff paper was actually relatively benign. But in the hands of its aggressive bullion bankers at J. Aron & Co. as they made their business development calls on the central banks, the paper carried considerable potential to inflict real damage on gold prices. Acquired by Goldman in 1981, J. Aron was transformed into an active and highly profitable trader in gold futures under the direction of Robert E. Rubin, then a new member of Goldman's top management committee, but in 1997 Secretary of the U.S. Treasury. See R.E. Rubin et al., In an Uncertain World (Random House, paperback ed., 2004), pp. 91-92.

By 1999, with major gold mining companies acting -- if they were not in fact -- clueless as to what was really happening, the profit-driven bullion banks and manipulative central banks had turned the always secretive gold market into a sort of gigantic, rolling game of blindman's buff. WAG I knocked the blinders off, but not before the major players had unwittingly trapped themselves in what one prominent gold analyst later described as "the prison of the shorts." See Frank Veneroso et al., Gold Derivatives, Gold Lending, Official Management of the Gold Price and the Current State of the Gold Market (Presentation to Fifth International Gold Symposium, Lima, Peru, May 17, 2002)…..

-END-

The very short-term is so hard to forecast in all markets. With the 500-pound gorilla Gold Cartel on the case, predicting gold movements is that much harder. GATA did accurately predict years ago what was going to happen to the price of gold. No one out there has been righter for so long, forecasting what would occur and why. PERIOD. On that score, it is my firm belief this recent gold move up is only "jacks for openers." The price of gold is going to rise many hundreds of dollars per ounce in the years to come as the corrupt and sinister Gold Cartel runs out of ammunition to continue their scam.

GATA BE IN IT TO WIN IT!

MIDAS

Nachdem uns massenweise englische Texte serviert wurden, hier mal etwas in meiner Muttersprache. Ich kopiere das an dieser Stelle, um eine möglichst große Leserschar zu erreichen. Dieser Vorgang, ist auch unter folgendem Link nachzuvollziehen: http://www.goldseiten-forum.de…d=&postid=34529#post34529

@ alle

Also zur Währungsreform wäre noch soviel festzustellen, daß wir scheinbar auf den nächsten Krieg zulaufen. Die Amis versuchen alles, den Iran und alle
seine Kontakte, ob in die Finanz oder Börsenwelt, oder Industrie zu isolieren, bzw. alle unter Druck zu setzen die darin involviert sind. Das sieht man an den Aktien von Thyssen/ Krupp ( Iran hat große Bestände von denen sie sich lösen sollen ) oder an der Autoindustrie, sowie Fahrzeuge von Daimler Benz.
In meinem Börsenbrief von ( G& M ) wird ausdrücklich als Titelstory auf die kommende Gefahr hingewiesen, und fundierte Zusammenhänge sehr gut begründet. Wort wörtlich wird hier klar dargestellt, das der Iran im Besitz von
Cruise Missiles ist, ( SS.N- Sunborn )die von den Russen geliefert wurde. Diese sind eine ernsthafte Bedrohung für jedes Kriegsschiff, mit den Folgen das bei einem Krieg, versenkte Schiffe in der Strasse von Hormus auf dem
die Ölpreise entsprechend reagieren werden. Auserdem hat scheinbar der Ami auch damit gedroht, den europäischen Galileo- Satelitten wenn er für Kriegszwecke genutzt werden sollte, abzuschießen. Die Chinesen haben hier eine verbale Zurückweisung vollzogen, zumal sie finanziell auch dabei beteiligt sind. Es sind auch entsprechende Schlußfolgerungen da, das unter entsprechenden Zusammenhänge, ein Atomarer Schlag im bereich des möglichen ist. Jetzt ist auch zu verstehen, warum die europäischen Staaten, fieberhaft an Beruhigung der Iran Debatte interresiert sind, die Russen sind hier ebenfalls massiv im Boot. Wenn es also eine Währungskriese geben sollte, dann aus dieser Ecke. Gründe dies zu tun, gibt es massenweise, um den Stecker aus dem Dollar herauszuziehen, zumal die Finanzierung und die weitere Verschuldung dieses Krieges eine Bedrohung für das Finanzsystem ist. Der Terrorismus wäre dann auch selbstverständlich an der Weltwährungskriese schuld. Scheinbar sind die aktivitäten der Amis den Iran zu überfallen, viel massiver als bisher bekannt. Es gilt jetzt aufmerksam die Medien zu verfolgen, und jede Infos in diesem Zusammenhang ernstzunehmen. Die Amis wollen sich den letzten freien Ölstaat einverleiben, mit all den entsprechenden Folgen, für die restliche Welt. Das kommende Jahr könnte so ähnlich verlaufen, wie das Jahr 2003. Die Börsen haben diese Bedrohung noch garnicht wahrgenommen, deshalb rechtzeitig diese Info hier an Ort. Das die Israelis mit 5000 bunkerbrechenden Raketen, von USA ausgerüstet wurden, ist hinlänglich bekannt. Wer also der Auffassung ist, das bei einem Krieg Aktien zu tiefstpreisen kaufen kann, hatte bisher immer recht, er sollte aber auch wissen, das bei einer Währungskriese, selbst Gold und Silberaktien schlagartig selbst zu tiefstpreisen nichts mehr Wert sind, denn Kursaussetzungen auf unbestimmte Zeit, machen keinen Spass mehr.
Ein schönenen Sonntag noch allen.

Gruß Jürgen