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

  • Ja, die producen auch noch 3 andere Metalle. Ich sag ja, es gibt keinen reinrassigen Palladium Producer. Zudem ist die Aktie IMHO zu teuer. Da bleiben nur Atome oder Papier. Wann gibt es einen Palladium-ETF? :D

    Zeit ist der Freund von wunderbaren Unternehmen und der Feind von mittelmäßigen Unternehmen. Warren Buffett

    Einmal editiert, zuletzt von Kaufrausch ()

  • Kauf die jetzt und gib a Ruah ! KR :D
    Fuer den Preis habe ich sie auch gekauft.
    Moechtes wohl wieder ein paar cents unterhalb kaufen du Schlingel. :D
    Nix da ich hab den depperten Drachen auch nicht fuer 6 cents bekommen. :D


    Pfirty ich muss jetzt ins Pub, ich lach mich krank hier.


    Ciao


    XEX

    4 Mal editiert, zuletzt von Eldorado ()

  • Zitat

    Original von Eldorado
    Kauf die jetzt und gib a Ruah ! KR :D
    Fuer den Preis habe ich sie auch gekauft.
    Moechtes wohl wieder ein paar cents unterhalb kaufen du Schlingel. :D
    Nix da ich hab den depperten Drachen auch nicht fuer 6 cents bekommen. :D


    Da gibts ja auch nen Unterschied. Während die Drachen im Keller waren, ist PAL auf dem Dachboden. Ergo glaub ich ja nicht, dass Du mit PAL viel Freund hast, aber ich wünsche es Dir! :)


    Zitat


    Pfirty ich muss jetzt ins Pub, ich lach mich krank hier.


    Ciao


    XEX


    Geh lieber wieder in Urlaub, damit der POG steigt. :P Was machen die Pubs eigentich bei black out?

    Zeit ist der Freund von wunderbaren Unternehmen und der Feind von mittelmäßigen Unternehmen. Warren Buffett

  • @ Eldo,


    bist sho weg? 8)
    Lass dirs recht lang guat geh :D


    @ KR:
    erst durch das Kurspotential von Palladium ergibt sich das von PAL.
    z.B. wenn Palladium auf $ 600, kommt der gegenwärtige Umsatz als zusätzlicher Reingewinn dazu.... =)


    Ist substantiell einer der feineren Werte und gemessen am Preispotential von Pld NOCH ;) fast ganz unten


    Grüße


    emoba

  • The Wallace Street Journal
    By David Bond, Editor
    The Silver Valley Mining Journal


    The Paradigm Shift Is Here, Or, Everybody Must Be Stoned


    Wallace, Idaho, 23 February 2006


    If we can get through the end of next month without serious economic havoc (say, the whole planet blowing up, or a full-tilt outbreak of the bird flu pandemic in Arkansas) it might be safe to dig a few of those rat-holed Maple Leafs, Morgan dollars and Krugerrands out of that backyard coffee can and trade them out for Fednotes at your local pawnbroker or coin-dealer.


    But in the middle of a paradigm shift, things move very rapidly, so don’t go reaching for the shovel just yet. Barely had we begun digesting this United Arab Emirates port deal and the terrible bombing of that mosque and near-certain civil war in Iraq when Capitol Hill Blue’s Doug Thompson yesterday unearthed a Secret Service account that Dick Cheney was drunk as a skunk 8o when he shot his lawyer-buddy on that South Texas quail hunt weekend before last. Being liquored-up when you’re handling a gun is never a good idea, but when you’re hunting in that condition it’s a felony in Texas. Doug’s stories usually show up a week or two later in Time or Newsweek, officially vetted by the MSM. Our faithful correspondent Fred Reed grabbed a jug of cheap red wine (Padre Kino) and slunk off to a corner in Mexico to try to make some sense of it all. The wine didn’t help. He wonders if psilocybin might level the playing-field of White House insanity, put things in perspective.


    Forget digesting or recovering from a day of cheap red; we were beginning to stagger like a first-round boxer after a right hook from Ali when word arrived from Chris Laird that the Yen-carry trade was about to unwind. Being unsophisticated silver slugs from Wallace, Idaho, we didn’t know there was such a thing as a Yen-carry trade, but it’s been working like this. The Bank of Japan has been charging zero interest on loans for the past 10 years to try to revive the economy. So guys were going to Japan, borrowing Yen for no interest, converting those Yen to dollars, and lending them to us by buying U.S. Treasury notes paying 3 percent interest, or wholesale home mortgages paying a little more. Nice mark-up, if you can get it. Except that the party is about to end, because three quarters of economic growth in Japan will cause its central bank to start raising the borrowing rate.


    Writes Laird: "The BOJ literally acts like a central bank of the world through the Yen carry trade, supplying liquidity that finds its way into markets everywhere. The phenomena is a decade old now for the latest manifestation. The last time this level of penetration of the Yen carry trade was reached was just prior to the LTCM collapse. Back then, when the Yen unexpectedly strengthened 20% it caused a massive move out of Borrowed Yen on the Cheap, and caused massive market sell offs world wide, and was a direct cause of the LTCM collapse, where the US FED had to act immediately to bail out banks and illiquid brokerages and financial entities with blank checks to forestall that crisis."


    We started to run from all this chaos like Fed governors abandoning a sinking ship – the second one to do so recently, with 8 years still left in his term, Roger Ferguson, bailed this week – when Libertarian Paul Gallagher and a European think tank, LEAP E2020, simultaneously and without having chatted with each other first, warned of economic calamity within the next bloody month or two.


    March, the Europeans noted, is going to be one nasty month. LEAP E2020 "now estimates to over 80 percent the probability that the week of March 20-26, 2006 will be the beginning of the most significant political crisis the world has known since the Fall of the Iron Curtain in 1989, together with an economic and financial crisis of a scope comparable with that of 1929." Why? Because the Iran Oil Bourse will open on the 20th, and the U.S. Fed three days later will quit reporting the M-3 figures, which most accurately reflect the actual amount of dollars floating around there at any given moment. Toss in an "intervention" by the Bush-Blair axis or by Israelis in the Iran nuke mess and the think tank’s estimate of calamity goes to 100 percent.


    Hot damn! Meantime, the dollar-denominated of that coffee can out in the back yard slides along sides, "correcting" from recent "highs." As David Morgan noted back on 12th December, these "highs," in terms of 1980 Fednotes, are still half-priced. And if all the foregoing is too weird to sort out even with the help of Dago Red or psychedelic mushrooms, maybe it’s time to dig another hole, and fill up another can with metal and silver stock. There could be as little as four weeks left. ;)

    • Offizieller Beitrag

    Sinclair heute Nacht in seiner Homepage: 8)



    "...Gold is not going to work its way up to $610 -$682 and beyond like a nice little fellow. It will explode to these levels and that explosion will come in the face of all the cyclical analysts that are trumpeting the need for gold to rest before the big one....." :]

  • Silver Stock Report


    by Jason Hommel


    February 25th, 2006


    To know where the price of gold is going, in terms of dollars, we need to know the fundamentals. The fundamentals of what? Dollars or gold?


    Some people focus primarily on what the fundamentals of gold are, thinking it is all about the supply and demand of gold. Annual gold demand is estimated at 5000 tonnes and increasing, whereas mine supply is estimated at 2400 tonnes and declining. But above ground existing stocks of gold are as high as 150,000 tonnes! No other commodity has such a large stock of supply.


    But gold is not a commodity. The fundamental nature of gold is that Gold is money. So, to know gold or silver, we need to know about the fundamentals of money. What is money, what should be money, and why is it money?



    Desirable Features of Money


    To best function as money, a monetary item should possess a number of features:


    To be a medium of exchange:
    * It must be liquid, easily tradable, and with a low spread between the prices to buy and sell. A low spread typically occurs when an item is fungible.
    * It must be easily transportable; precious metals have a high value to weight ratio. This is why oil, steel, copper, water, or bricks are not suitable as money.


    To be a unit of account:
    * It must be divisible into small units without destroying its value; precious metals can be coined from bars, or melted down into bars again. This is why leather or animals are not most suitable as money.
    * It must be fungible: that is, one unit or piece must be equivalent to another, which is why diamonds or real estate are not suitable as money.
    * It must be a certain weight, or measure, to be verifiably countable. This is why paper is not most suitable as money.


    To be a store of value:
    * It must be long lasting and durable; it must not be subject to decay. This is why food items, expensive spices, or even fine silks, are not most suitable as money.
    * It must have a stable value and an intrinsic value, as with a luxury item; a scarce or rare commodity.
    * It must be difficult to counterfeit, and the genuineness must be easily recognizable. These reasons are why paper, or electronic credits, often fail as money.


    For these reasons, gold and silver have been chosen repeatedly throughout history as the choice for currency for more societies and cultures and over longer time periods than any other items. Those societies embracing gold and silver invariably have prospered under what is often called a golden age.


    One key benefit of money is that it facilitates and encourages trade, savings, and wealth creation.


    Perhaps the most desirable feature of money is that you have a lot of it as compared to other people, and that others want what you have. Money would be rather useless if everyone had a million dollars. Keep this in mind when considering the silver shortage.


    Therefore, we need to know, and study about the potential supply and demand of money. But money can be measured in many different ways. There's total wealth, total bonds, total stocks, total money, the U.S. budget, the budget deficit, money in the banks, cash printed up, etc, and there is a different number of dollars of each.


    These numbers below are the real fundamentals of the silver and gold markets. Silver and gold are money.


    In physics, there is kinetic energy, and there is potential energy. Kinetic energy is movement. Potential energy is not moving, but is potential movement. Likewise, the annual supply and demand of the gold market is like the kinetic energy--measuring the current movement of gold. But it is probably more important to focus on the potential energy of the gold market, which is the measure of all the paper money and wealth that will one day be sold to buy gold and silver.


    The potential demand for real money, is the total of paper money, or other wealth, that exists that could, one day, show up as demand for real money: gold and silver.


    With that introduction, I present to you some ongoing research I do that I call, "The Money Chart". Study it well. The sources for most of the figures are linked, so you can validate this research. When I first published a few of these figures in December 2003, they were quoted by Richard Russell, one of the most well respected financial advisors in the world.


    1,000,000,000,000: 1 Trillion dollars
    1,000,000,000: 1 Billion dollars
    1,000,000: 1 Million dollars
    $400,000,000,000,000: Estimated total derivative exposure of all banks in the entire world. (20 x U.S. GDP) (up to $400 Trillion?)
    $118,000,000,000,000: World Global Capital Markets (Stocks, Bonds, &?) Feb 2005 McKinsey Global Inst.
    $75,000,000,000,000: U.S. Govt. unfunded liabilities; social security, etc.
    $49,000,000,000,000: World bond market, Fall 2004 PWL Capital Inc.
    $46,000,000,000,000: Total World Paper Money supply 2004; from M2 & GDP of EU, USA, Japan, & China (see SSR #56)
    $45,153,000,000,000: U.S. Household wealth, as of first quarter, 2004. (Includes Real Estate, and investments)
    http://rs6.net/tn.jsp?t=otsvdt…%2FPWLToolboxFALL2004.pdf$37,000,000,000,000: Total global equity market capitalization June 2001 UN.ORG
    $21,700,000,000,000: Total global market capitalization of NYSE stocks, Dec '05 http://rs6.net/tn.jsp?t=otsvdt…ress%2F1135252289621.html
    $21,000,000,000,000: U.S. bond market, Sept, '03: IAPF treas.gov
    http://rs6.net/tn.jsp?t=otsvdt…bea%2Fdn%2Fhome%2Fgdp.htm$12,605,000,000,000: U.S. GDP, 2005 (3Q) http://rs6.net/tn.jsp?t=otsvdt…bea%2Fdn%2Fhome%2Fgdp.htm
    $10,261,000,000,000: M3 (money in U.S. banks) Jan '06 http://rs6.net/tn.jsp?t=otsvdt…A%2F%2Ftinyurl.com%2Fvra0
    $8,249,000,000,000: US debt, 2-23-2006 http://www.publicdebt.treas.gov/opd/opdpenny.htm
    $4,000,000,000,000: Total global market capitalization of Tokyo stocks, Dec '05 http://rs6.net/tn.jsp?t=otsvdt…ress%2F1135252289621.html
    $3,600,000,000,000: Total global market capitalization of Nasdaq stocks, Dec '05 http://rs6.net/tn.jsp?t=otsvdt…ress%2F1135252289621.html
    $3,000,000,000,000: Total global market capitalization of London stocks, Dec '05 http://rs6.net/tn.jsp?t=otsvdt…ress%2F1135252289621.html
    $2,622,000,000,000: Total gold mined in all of history, 150,000 T (4.6 bil oz.) @ $570/oz. http://rs6.net/tn.jsp?t=otsvdt…A%2F%2Ftinyurl.com%2Fvrcc
    $2,500,000,000,000: Total global market capitalization of Euronext stocks, Dec '05 http://rs6.net/tn.jsp?t=otsvdt…ress%2F1135252289621.html
    $2,400,000,000,000: U.S. annual budget 2005
    $1,200,000,000,000: Total global market capitalization of Deutsche Boerse stocks, Dec '05 http://rs6.net/tn.jsp?t=otsvdt…ress%2F1135252289621.html
    $754,000,000,000: Total U.S. paper currency & coin in circulation, March 2005 http://rs6.net/tn.jsp?t=otsvdt….gov%2Fopd%2Fopdpenny.htm
    $753,000,000,000: Annual U.S. current account deficit (trade deficit) for 2005, (annualized from 1 Q 2005).
    $596,000,000,000: U.S. debt increase (true deficit) (Fiscal year '03-'04). http://www.publicdebt.treas.gov/opd/opdpenny.htm
    $400,000,000,000: Total silver mined in all of history: 40 billion oz. @ $10/oz. http://rs6.net/tn.jsp?t=otsvdt…A%2F%2Fsnipurl.com%2F93j1
    $376,000,000,000: Market Cap of Exxon Mobil (biggest U.S. Corp.) (8-05) http://finance.yahoo.com/q?s=XOM
    $286,000,000,000: Debt of General Motors (biggest U.S. car company) Jan 2006
    $149,000,000,000: US gold, 261 mil oz., @ $570/oz. http://rs6.net/tn.jsp?t=otsvdt…A%2F%2Ftinyurl.com%2Fvsr9
    $110,000,000,000: all the world's gold stocks/equities (Sept. 25, 2005, Denver Gold Conference)
    $75,000,000,000: Money flowed into Equity funds in the first quarter, 2004
    $26,000,000,000: Market Cap of Newmont July '05 (biggest gold company in the world)
    $8,226,000,000: all the world's "primary" silver stocks (80 of them on this list, as of June 25, 2004) --my own data.
    $7,000,000,000: annual flow of money "lost" in Las Vegas while gambling.
    $4,000,000,000: Total annual ATM penalty fees http://rs6.net/tn.jsp?t=otsvdt…10%2Fnow_even_atm_de.html $13/year per household
    $3,500,000,000: 350 mil oz. of "identifiable" silver bullion left in the entire world, according to GFMS @ $10/oz.
    $1,300,000,000: 130 million oz. of silver needed by the Barclays Silver ETF: feared to cause a silver shortage by the SUA.
    $720,000,000: 72 mil oz. of "registered" NYMEX silver bullion (1-05-05) @ $10/oz. http://www.nymex.com/sil_fut_wareho.aspx
    $266,000,000: 40 million oz. of silver purchased for investment, in 2004 at $6.66/oz.
    $75,000,000: Limit 7.5 mil oz. of silver @ $10/oz. (limit of 1500 contracts per trader) at NYMEX
    $15,000,000: Limit 1.5 mil oz. of silver @ $10/oz. (potential 1 month delivery limit) at NYMEX
    $7,500,000: Limit .75 mil oz. of silver @ $10/oz. (over 150 contracts and you must reveal who you are) at NYMEX
    $100,000: Limit of FDIC insurance per bank account.
    $5,000: Limit of average cash withdrawl from small town banks, without ordering cash in advance.
    $300: Limit of average ATM daily withdrawl
    $10: Approximate amount of silver available per person in the U.S. at $10/oz., given 300 million oz., if that is available.


    Therefore, when you hear that billions and billions of dollars are going to be invested in gold and silver stocks, just know that's an understatement.


    I believe in 1980, the total market cap of all gold stocks was $1 trillion, and the total market cap of all NYSE stocks was $1 trillion.
    Today, the figures are about $110 billion for gold stocks, and $21 trillion for NYSE stocks.


    It's going to be a great decade for gold, and especially silver investors. :)

    2 Mal editiert, zuletzt von Eldorado ()

    • Offizieller Beitrag


    Yepp. :]Viele Details.
    Eldo,kannst Du evtll.den Link von dem kpl. letzten Hommel reinstellen?


    Grüsse

    • Offizieller Beitrag

    Das wird eine hochinteressante Artikelserie.Danke,silberlutz.


    Die Frage,ob diese die Silbercabal beeindruckt.


    So Hüpfer wie Freitag sähen wir alle gern,Osterhase. :]

    • Offizieller Beitrag

    Hallo Edel,


    H. findet offenbar langsam, dass er 'zu viel' gegeben hat, oder es wird ihm schlicht der Aufwand zu gross. Er verlegt sich mehr auf diskrete Hinweise darauf, dass Abonnenten seines 'look at my portfolio' zum voraus wüssten, welche stocks er aus total fundamentalen Gründen schönreden wird...aber Mist empfohlen hat er m.W. noch nie. Der letzte komplette 'Silver Stock Report' datiert vom Juli 05:


    http://www.silverstockreport.c…/silverstockreport57.html


    Gruss,
    Lucky

    "Das einzige Geld, auf das ich mich verlassen kann, ist das Gold, das ich besitze" J.Sinclair
    "Die meisten Politiker sind ja Vollidioten! Schmeißt diese Idioten RAUS!" Marc Faber, Schweizer Finanzanalyst, Thailand, nach einem Bier...
    "The whole game is rigged" Gerald Celente

    • Offizieller Beitrag

    Danke,LuckyFriday!


    Aha,ist also doch ein Weilchen her.
    Er ist aber auch nicht mehr DER Wegweiser,wie einige von uns an anderer Stelle anmerkten.


    Grüsse
    Edel Man

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