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

The Casey Files

Doug Casey
Sep 27, 2005

In view of recent record-breaking gold prices, an understanding of what has been going on in the gold market is important when pondering what might happen next.

This article by Bud Conrad, a contributing writer of both the International Speculator and our new Casey Energy Speculator newsletters, provides a quick and graphically intuitive look at the important factors weighing on the price of gold recently. As Bud explains, mine hedging and central bank action are key. Now that the central banks are entering into a new year in their bullion sales agreement, a correction may be next up. Or, with economic fears driven by the winds of yet another hurricane in the Gulf of Mexico, it may not be.

With gold's recent 17-year high, the question Bud addresses (What's Holding Gold Back?) is more pertinent than ever. Will gold hold above $450, or will the forces discussed in this article conspire to slap it down once again? If you read my own article on the same subject in the current issue of the International Speculator, you know I believe gold is headed toward $500 by year-end. After that, things will get very interesting.

If you are at all interested in gold and gold stocks, and you should be, read on.

The Casey Files

Doug Casey
Sep 27, 2005

In view of recent record-breaking gold prices, an understanding of what has been going on in the gold market is important when pondering what might happen next.

This article by Bud Conrad, a contributing writer of both the International Speculator and our new Casey Energy Speculator newsletters, provides a quick and graphically intuitive look at the important factors weighing on the price of gold recently. As Bud explains, mine hedging and central bank action are key. Now that the central banks are entering into a new year in their bullion sales agreement, a correction may be next up. Or, with economic fears driven by the winds of yet another hurricane in the Gulf of Mexico, it may not be.

With gold's recent 17-year high, the question Bud addresses (What's Holding Gold Back?) is more pertinent than ever. Will gold hold above $450, or will the forces discussed in this article conspire to slap it down once again? If you read my own article on the same subject in the current issue of the International Speculator, you know I believe gold is headed toward $500 by year-end. After that, things will get very interesting.

If you are at all interested in gold and gold stocks, and you should be, read on.

Casey

Das sieht spannend aus:

Auf Wochen-Höchststand,etwas überraschend schon:

Nicht :Mahendra!

Daughty ist noch viel unterhaltsamer als Crystalball,--jedenfalls für E.
Mogambo

Der Schlussabsatz von Daughty (Großartig )
******************************************************

Ugh.

***The Mogambo Sez: Things are worse than you think. Much worse. They are so bad that Alan Greenspan went on TV to say that because of Shumpeter's notion of "creative destruction", wildcat finance masquerading as "creative financing" and the Fed's constant monetary stimulus, that nothing bad will ever happen to the economy again, ever, since these are signs of "resiliency" and "flexibility." Hahahaha!

Lesson? Buy gold and silver every time the price goes down by a little bit, because this ridiculous Greenspan thing is one of the Seven Signs of the Apocalypse. Trust me on this one.

Sep 27, 2005
Richard Daughty

Das gefällt!
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Newmont's Lassonde stays with $525/oz gold target
Wed Sep 28, 2005 06:39 PM ET

By Zachary Howard

DENVER, Sept 28 (Reuters) - Gold prices are still on target to strike $525 per ounce by January 2006 due to rising demand and falling supply in the market, Pierre Lassonde, president of the world's largest gold miner Newmont Mining Corp. (NEM.N: Quote, Profile, Research) , said on Wednesday.

Lassonde, speaking at the Denver Gold Forum, said he was sticking with the near-term price forecast made this summer, because "there is nothing out there that tells me it will be more or less than that."

Spot gold was quoted close to $469 in the afternoon on Wednesday, still within sight of the near 18-year peak scaled last week at $475 an ounce.

Lassonde said to mining analysts, fund managers and industry players gathered here that gold was being driven by a trend of lower mine production and higher jewelry demand.

Mine output was down about 2 percent per year between 2001-2004 while jewelry demand from India, Turkey and China was up sharply this year, compared with 2004, according to Newmont.

Taking a longer-term view, Lassonde said: "We are still looking at a significant increase in the gold prices.

"Gold is rising in all currencies -- the dollar, yen and euro. This is the classic definition of a gold bull market," he added.

Kalle 14

Meine ganz persönliche Meinung: nein.

Bin seit einiger Zeit aus dem Traden völlig rausgegangen.
Mir macht das Rumhebeln mit volatilen Aktien mehr Spaß und weniger Verdruß.

Aber natürlich verfolge ich mit äusserstem Interesse die Edelmetalle, weniger die Industriemetalle.
Kupfer überrascht immer wieder, und ich denke, daß da jede Prognose gewagt ist.

ME.orintiert sich Silber enger an Gold, und beiden stehen die besten Zeiten erst bevor.

Zu Mahendra habe ich hier genug geschrieben,er hat guten Unterhaltungswert.

Grüsse

Lese auch gerade Ulfurs P.
Rohstoffe unterliegen natürlich auch Schweinezyklen, aber auch die sind hier noch nicht definiert .
Selbst bei voübergehenden "Crashes" sollte sich gerade Silber zunehmend derartigen Einflüssen entziehen können.

Silbertaler et kalle14

Bin da sicher etwas mißverstanden worden.
Natürlich weiß ich auch, daß Silber gerade von den Großen als Beiprodukt gefördert wird,
hab das nicht erwähnt.

Im 2.Beitrag meine ich schon deutlicher gemacht zu haben,
daß sich Silber bei Rückgang der Commodities abkoppelt,
und zwar im positiven Sinne.
Insoweit einer Meinung.

Grüsse