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

@caprito

Ich kann dich verstehen, aber Investitionen in andere Sektoren, waren auch nicht sehr von Erfolg gekrönt. Viele Goldminien haben Kapitalerhöhungen gemacht, die die Kurse unbeweglicher gemachtr haben. Das hilft dir und mir
auch nicht, macht die Sache aber erträglicher. Der einzige Sektor der erfolgreiche Kurssteigerungen in diesem Jahr vorweisen konnte, war die Investition in Uran-aktien, bzw. in Kohle und Zink. Das dürfte auch im nächsten Jahr die Renner sein. Also nicht nach hinten schauen, sondern vorne spielt die Musik, die Börse ist keine Einbahnstrasse, und es ist sehr schwer, auch im kommenden Jahr Erfolg zu heben. Du kannst ja auch blinde Kuh spielen, jegliches KGV in den Wind schießen, und die Goggle Aktien kaufen., an der Börse ist alles möglich, sogar das unmögliche.

Gruß Jürgen

Bei Google sollte man immer ein paar Puts auf dem Zettel haben. Aber genau weiß man das erst hinterher.

Aber Du hast schon recht: Die Musik spielt vorne. Nur wenn mir am Jahresanfang jemand gesagt hätte, daß ich mit Dax-Fonds Gewinne und mit Gold Verluste mache, hätte ich glatt ne´ Wette dagegen angenommen.

Da man bekanntlich immer mit dem Trend gehen soll (Alphötta: Vor allem nie gegen den Trend kaufen !) heißt das für mich:

- Goldbestand konstant halten
- Aktien erhöhen
- Geld ausgeneb / Leben genießen => stark übergewichten

Gruß
cabrito

December 29 – Gold $435.50 down $8.60 – Silver $6.77 down 23 cents

Goldman, JP Morgan, Deutsche B Bomb Gold - Setting Stage For Financial Market Tsunami

The way I see it, if you want the rainbow, you gotta put up with the rain..Dolly Parton

GO GATA!!!

One need go no further than Goldman Sachs, JP Morgan and Deutsche Bank to find the ringleaders of The Gold Cartel and the ones most responsible for making a mockery of the naïve notion that the gold market is not vigorously managed. As reported here since the fall of 1998, Goldman "Hannibal Lecter" Sachs and cohorts Morgan and DB are almost always the ones capping the gold price on rallies and then the ones instigating major attacks. Year, after year, after year I have reported the same. Year, after year, after year, the gold industry says nothing. Today was a day like so many others.

There is no point in me registering further emotive indignation at The Gold Cartel and the gold industry. Seems this is all I do lately. However, if you are as disgusted as I am, I strongly suggest you register your fury with the gold company CEO’s where you have parked your money. Ask them to explain why gold is falling further and further behind the sinking of the dollar. Why gold in euros has fallen recently from 344 to nearly 320 in a matter of weeks. Perhaps you can explain the gold facts of life to these men/women and then ask if they have supported GATA. If not, why not?

The most important gold fact of life to explain is the gold market is being managed in duplicitous fashion by a Gold Cartel. Lately, the price manipulation has become more aggressive, as evidenced by gold’s collapse against the euro rise. Those out there who believe gold’s rise is the mirror image of the dollar’s fall aren’t dealing with the facts. While the falling dollar has been a significant factor the past few years in the rise of the dollar gold price, it is not the key to the gold market, as gold has gone nowhere in many foreign currency terms. The Gold Cartel is USING the dollar action to achieve its own agenda.

To understand the gold market it is essential to recognize The Gold Cartel for what it is and then appreciate the physical market is so strong it’s keeping the cabal from crushing gold even as the dollar falls. If they could do it, they would have, and will should the physical market suddenly fall apart.

The motives of The Gold Cartel are as plain as day:

*The Gold Cartel and US financial market power structure know the dollar must fall. However, they are concerned a dollar rout could cause some sort of financial market instability or panic. To prevent such an occurrence, they are following Paul Volker’s insight and what he had to say regarding the rise in the gold price in 1980:

"…..Joint intervention in gold sales to prevent a steep rise in the price of gold, however, was not undertaken. That was a mistake.

"Through March, the price of gold rose rapidly, and that knocked the psychological props out from under the dollar."

Could it be any clearer what is going on here?

*The second aspect of The Gold Cartel’s motive is expressed brilliantly in a piece by Robert Benson titled:

Inflation Disinformation

And posted at:

http://news.goldseek.com/SFG/1104335062.php

Benson hits the nail on the head regarding the US and its disinformation plan. While he does not mention gold itself, the mauling of the gold price vis-à-vis the sinking of the dollar, is to send a message to the financial markets how inconsequential the collapse of the dollar really is and how it is nothing to be concerned about. What the US is doing by manipulating the price of gold is nothing but pure "propaganda."

To put this in perspective, one only needs focus on what the commentary is whenever the gold price rises steeply. It is ALWAYS the same from the pundits. There is talk of:

*Inflation
*Rising commodity prices
*Safe haven buying
*Crisis buying

That sort of commentary is ALWAYS regarded as negative, if sustained, for the US financial markets. Gold is the average man’s (Wall Street’s too) barometer of the health of our markets. By taking gold down, The Gold Cartel is sending out its propaganda that all is just fine. The bang they get for their gold buck is enormous and effective, yet it represents DISINFORMATION as Benson expresses so eloquently in his essay. An excerpt:

"….In looking at these numerical facts and the actual world around us, we can truly appreciate the magnitude of disinformation on the inflation front. The Fed needs inflation, wants inflation, and is getting inflation. Without inflation to inflate away a massive amount of personal, corporate, and government debt, our financial system could collapse. A lower dollar and higher inflation will ease the federal deficit while the foreign central banks, that have purchased U.S. Treasuries, will end up paying for the war in the Mid East as America’s debt is inflated away. To make the disinformation plan work, it is critical that even if inflation is not contained, the knowledge and perception that inflation is kicking up, is contained.

"Unfortunately for savers, they are being slaughtered by inflation very silently but at least they are alive to work like a wage slave for another day. The average American is so busy trying to make ends meet that when it comes to inflation, they don’t even know what’s happening. We can only hope that the Pentagon will learn from the masters at the Fed how to have that soft touch when it comes to propaganda……"

***

-- Posted Wednesday, December 29 2004

Richard Benson, SFGroup, is a widely published author on securitization and specialty finance, and a sought after speaker at financing conferences on raising equity for mid-market companies.

Prior to founding the Specialty Finance Group in 1989, Mr. Benson acted as a trading desk economist for Chase Manhattan Bank in the early 1980's and started in the securitization business in 1983 at Bear Stearns, and helped build the early securitization businesses at Citibank and E.F. Hutton.

Mr. Benson graduated from the University of Wisconsin in 1970 in the Honors Program in Math, and did his doctoral work in Economics at Harvard University. Mr. Benson is a member of the Harvard Club of New York and Palm Beach.

The Specialty Finance Group, LLC is a Florida Limited Liability Company and is registered with the NASD/SIPC as a Broker/Dealer.
***

Tragically, this is leading to a US financial market tsunami, as the underlying faults in the US system are growing. The warning system that would show something is not right (as indicated by a sharply rising, free market gold price) has been taken away from the average investor. Spin and propaganda is ruling the day. It is incredibly perverse as the big money powers in the US know the real story – and what they are doing and why.

The world is rightfully focusing on the unspeakable devastation in South Asia resulting from the tsunami which struck that part of the world. What strikes me is to hear of the politicos now talking about a warning system, one which has been ignored. Politically, it is now the thing to do to show concern. Practically, for that part of the world, it is too late. A tsunami close to this one hits in that region only once every several hundred years.

However, this analogy of what happened can be directly related to what the sinister Gold Cartel is doing to the investing world. By capping the price of gold, the bums are stripping the warning system away which could warn investors of a coming US financial market tsunami, one which many of us see coming with far more certainty than the Asian calamity. The cabal forces have created a surreal and unnaturally secure market setting when great danger is lurking. By definition this is so for all practical purposes. Otherwise, The Gold Cartel and US financial market power structure could care less what the price of gold did. After all, it is one of their assets.

It would be one thing if these devious folks were buying time to correct some serious problems. That is not the case. The problems such as Iraq, deficits, etc., are worsening for the US with no solutions in sight. Thus by rigging the price of gold, these Orwellians are setting up a far more devastating financial market tsunami down the road than need be. This means there will be that many more Americans, financially in over their heads, who will not be able to cope with simultaneous US real estate and stock market drubbings. More damaging will be the fact that so few average Americans will see the US financial market tsunami coming, just as so few in Asia saw the crushing wave force which was so devastating. Most Americans won’t know what hit them.

The outrage is the US media forbids the likes of GATA and our findings to be presented to the American public. Not even our name is allowed to be mentioned. It’s a complete disgrace, one which makes a mockery of the notion we have a free press in America. Yes, we will be heard one day – AFTER the financial market tsunami hits in the US – AFTER there is fervent outrage as to how something like it could have happened.

What a shame! What an unnecessary tragedy it will be for so many!

One more thing. As to the reason for the timing of this attack on gold by Goldman Sachs and friends in the cabal, the consequences of the Iraq war fiasco will be center stage next week with supposed elections coming at the end of January. The extent of the US blunder will become apparent to its most ardent supports, as well as to the rest of the world, sometime next month. The financial market ramifications, and loss of US prestige as a result of this blunder, will be undeniable. The bottom line is the US financial bottom line is going to soar beyond all expectations in the years to come. So will the cost in human terms. There is no way the US can get its financial house in order under these circumstances, save draconian measures which will send us into a deep recession. Those measures will be political suicide for incumbents, thus they won’t be put into play.

As a result, the US dollar has no way to go but a lot lower in 2005. January could be a particularly difficult month in this regard. Therefore, the Orwellians are taking gold down now with the notion the dollar may really tank in during the first month of next year. Should gold rally $20 in sync with the coming dollar debacle, the move up from here will only take it back to its highs of early December.

auf kitco äußert sich Adam Hamilton zu den Aktien.
Es hätte 7 Übernahmeschlachten in 2004 im HUI gegeben, davon
5 feindliche. Das sei Gift für die Kurse.
Dies ist vielleicht auch ein kleiner Stein im Preismosaik.
(bin leider nicht firm im verlinken - aber kitco ist ja bekannt)

Routine observations:

*The AM Fix was $443.50 with the dollar slightly stronger, a continued indication of firm physical market demand. Enter the goon squad.

*The euro gold price fell all the way to 320.64 and continues its collapse.

*Gold bottomed at $433 before rebounding modestly. This area held three times in the past and should hold again.

*The gold open interest rose another 1927 contracts yesterday as The Gold Cartel prepared for their onslaught today by adding to their shorts.

*Silver fell in sympathy with gold.

*The silver open interest lost 107 contracts to 99,266.

*The dollar rose a whopping .30 to 81.10, while the euro was trashed by a staggering .21 to 136.03. The euro is less than half a point from MAKING A NEW HIGH!

*The DOG was unchanged, while the DOW lost only 25, despite China saying it would buy no planes from Boeing in 2005. US Treasury bonds only fell a ¼ of a point.

*The markets were all very subdued in holiday trading, all EXCEPT gold which was buried for no apparent reason. Nick Ferris of J-Pacific Gold suggested it may have to do with the year-end positions of The Gold Cartel – that they are so offside they needed to take the price down to reduce the losses on their books.

Makes sense. Still, this is a blatant violation of US anti-trust laws. These significant financial market players banded together, in restraint of free trade, to collectively bury the gold price for no apparent reason except for their own greed. Where is the outrage of the gold world and the authorities? Why do we bother to have anti-trust laws on our books when the CFTC and Justice Department allow this sort of corruption to continue over and over again? What a farce!

Sorry, jetzt bin ich doch glatt
in die täglichen Marktkommentare von Le Metropole gerutscht.
gruss

John B is on holiday, yet took the time to send a short update:

The John Brimelow Report

NY defies India- at least until Year end

Wednesday, December 29

Indian ex-duty premiums: AM $8.15, PM $8.62, with world gold at $443.30 and $ $443.20. Lavish for legal imports. In this context, world gold’s subsequent foray below $435 in NY can only be seen as biziarre. The Bears had better be ready to supply very large amounts of physical to the world market.

Japan was closed. Shanghai continues to show moderate ( $0.55 - $1.04 ) premiums to world gold at $443.80.

Open interest rose 6 tonnes yesterday (1,927 Comex lots) on volume of 21,357 contracts.

The active contract fell 90c.

A seller has been prepared to supply over 35 tonnes to the Comex market in the past two days to stop gold rising above $445. Today he was willing to try the downside: by Noon estimated volume was 40,000 – double yesterday’s total. This may well work for the year end: not for January.

JB

CARTEL CAPITULATION WATCH

US economic news:

Nov. Existing Home Sales reported 6.94M vs. consensus 6.75M
Prior reading revised to 6.76M from 6.75M.

0:31 API reports crude oil inventories (197K) barrels
Gasoline inventories reported (2.7M) barrels, while distillate inventories +525Kbarrels.
* * * *

0:38 DOE reports crude oil inventories (800K) barrels vs. expectations +200K barrels
Gasolineinventories reported barrels +900K vs. consensus +1.0M barrels. Distillate inventories reported (800K) barrels vs. consensus (500K)barrels.
* * * *

Treasuries lower as auction fails to cheer:

NEW YORK, Dec 29 (Reuters) - U.S. Treasury debt prices were modestly lower on Wednesday after an auction of $24 billion in new two-year notes drew only scant demand in a holiday-thinned market.

Particularly troubling was the lack of interest from indirect bidders, which include foreign central banks.

The $24 billion in new two-year Treasury notes went at a high yield of 3.12 percent, the highest at such a sale since May 2002. The auction drew bids for 2.20 times the amount on offer, well short of November's lofty 2.61 and the 2.25 year-to-date average.

Indirect bidders, including customers of primary dealers and offshore central banks, picked up just $7.90 billion, or 33 percent, of the whole issue, down from the 42.0 percent taken in the November auction.

That was lowest showing for a two-year auction this year, saddling primary dealers with a bulky $15.23 billion worth of short-term debt. ..

-END-

John Embry’s latest is another outstanding effort:

http://www.sprottassetmanageme…nvestorsdigestjan0105.pdf

***

Bill,
Happy New Year! I feel like a Timex watch after checking Au's price this morning — still ticking in spite of it all. I get the feeling the HUI must be awfully sold out to not budge more than it did.

I wonder how Asian demand held up today after the disaster. I read that Madras was hard hit and Asian commerce must have been generally disrupted. I hope that those of us on this side of the world reflect on our good fortune to have been spared. The San Andreas holds the same kind of power and there is geological evidence that the region where Seattle now sits has been hit by similar Tsunamis in the last few centuries.

Anyway, keep up the great coverage and the criticism of the Vichy's of the gold world — the WGC, GLD and most resource company management.

I will remember 2004 as a see-saw year in which the Cartel huffed and puffed but was ultimately limited by how much physical gold they could put on the table. 2005 will hopefully see the noose drawn much tighter on their scam.

best wishes for a great '05,
Peter R.

Considering the battering gold and silver took on the Comex, the action in the shares was constructive. More and more it appears they are sold out. The XAU only lost .43 to 98.93 and the HUI only gave up 1.81 to 215.81. Whenever the HUI smells the 213 level, it tends to turn up its nose and reverse course.
Of course, with gold at $435, many of these shares are ridiculously cheap. A number are selling at half the price they were with gold at $424 a little over a year ago. Time to be running for the buying hills, not from them.

GATA BE IN IT TO WIN IT!

MIDAS

Bill:
Here’s a little New Year’s "cadeaux" for you and the GATA gang.
Best regards,
Dean Steeves

TO ALL INTERNATIONAL BANKERS

The pages of your history
Go back to far in time
So I'll just deal with what you've done
To this country I call mine.

Shortly after settling down
From our constitutional stir
The richest land in all the world
Is simply what we were
And the control and depletion of all this wealth
Is what you deeply yearned
So off you went just
Like you did in Europe
Since the days of monarchies
To establish a form of central bank
That would control all financial decrees.

At first our inherent strength
Made it tough for you to play
But slowly over the course of time
You had more and more to say
Until finally
On one December day
Our own Woodrow Wilson
Signed our country away.

Yes your Federal Reserve
A private corporation
Not an agency of our government per se
Spread its' wings
Took to flight
And converted both our lands and ourselves
To your financial prey.

You created our crash of twenty-nine
And our bankruptcy of thirty-three
You hold all our federal lands as collateral
As part of our receivership
To which our Congress agreed.

You have fraudulently created the IRS
As part of your depletion scheme
You have pursued with a vengeance our farm lands
Because you know they're our bastion
For maintaining our independency.

You have created dissension
Poverty and crime
So that your New World Order
Will appear like relief
Just sent in time.

You own most of our Congress
with all its political jive
Our media
Our education
Our judicial
Our religions on high
You have no intent of stopping
The people's painful cries
And your only response is
"There will be no relief
Until it's all our own way,
Or until all of you die".

And you assume we possess
Only marshmallow hearts
And drugstore lettuce eyes
Well what can I tell you
About how far you are wrong
Because your money's not the power
That thinking is wrong
At best it's a lever
That doesn't have long
Since the fiddler is now playing
Your final swan song.

You have made the worst kind of error
In your assent to the throne
You have assumed we were all helpless
Against the weapons you've honed
You thought you were concealed
Pulling strings from behind
You obviously must think
That everyone's blind.

You operate through channels strategically placed
You'll even set up a counter against yourself,
If it means hiding your face
Your team of assassins
That work your international affairs
Are now being supported by soldiers
Wearing United Nations' gear.

Your man Mr. Bush up there on the hill
Has certainly proved to us all
That he's ready and willing to kill
Because the slaughter of our freedom
Has been a reality pill
That says if your plan doesn't get enacted
Then the Multi Jurisdictional Task Force
Through FEMA sure will.

I could go on and on
In exposing your plan
Of world domination
Of slavery and scam
But suffice me to say
And I'll speak as one man
THERE'S NO WAY IN HELL
WE'LL EVER GIVE UP THIS LAND!

December 30 – Gold $437.10 up $1.60 – Silver $6.79 up 2 cents

Super Explosive Silver / 2005 To Be A Great One For Gold And The Shares

Too often we enjoy the comfort of opinion without the discomfort of thought... John F. Kennedy, 35th US president (1917-1963)

GO GATA!!!

At least we end the year with some smiles. Gold followed through on the downside after yesterday’s mugging by the crooks – the ones who broke the US anti-trust laws via their collusive selling. Anyone who has ever doubted GATA’s claims will only have to "go to the videotape" as sportscaster Warner Wolf said so often. Gold was clobbered by Goldman, Deutsche Bank and JP Morgan Chase for no apparent reason except for the orchestrated desire of these white collar thugs to, in collusive fashion, bring the price down.

However, for the 4th time this month the low $430’s checked the sell-off and gold rebounded. Today’s $433.30 low (5th time it held) was just above yesterday’s $433. Buyers, seeing this significant support level hold again, were then eager to step up to the plate.

The gold correction camp, so prevalent at the New Orleans Investment Conference, has not been right for one day. All that has occurred since then is two run-ups to $455 and then $445 with subsequent moves back to the price levels prevalent during the conference.

Perhaps the correction camp will be right in the end. What is comforting for those of us who believe the low $430 area will hold, and that gold will make new highs, is the correction camp is the one with all the company. There have been very few short-term bulls out there for a couple of months now. Little has changed as we head into 2005.

Two additional comments on yesterday’s flagrant manipulation of the gold price:

*Gold fell $11 at one point. Once again we see how The Gold Cartel allows gold to free-fall when it wishes to push the price down. However, on the upside gold is contained by their $6 Rule. You would think after years of watching this price "phenomenon," the ninnies in the mainstream gold world might take notice and comment on the fact something is not right. Nope, not these banana heads.

*During December I made mention of a number of small gaps gold left on the downside. Yesterday’s debacle took care of them – all filled. Now gold can move higher to fill the BIG ONE left below $450.