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

  • @ALADIN/EDELMANN


    Nach Katrina sind viele viele Amerikaner auf billiges Baugeld angewiesen.....das macht Alan vielleicht einen Strich durch die Rechnung bei seinen Tippelschritt-Zinserhöhungen.


    Sollten diese nun eine Weile ausgesetzt bleiben wird dies den Dollar nicht gerade stärken :D :D :D

  • Hi Valueman


    Da hast du Recht und der Markt nimmt das auch an, aber wer weiss was Alan wirklich macht. Am Montag Feiertag in Canada und US, danach kommen alle vom Urlaub zurueck und es geht dann richtig los. Naechste Woche wird bestimmt interessant auf den ganzen Maerkten und wird die Richtung anzeigen wo es nun lang geht.



    Gruss


    XAX

    • Offizieller Beitrag

    @valueman/Aladin

    Genau so denke ich auch.
    Das würde der US - Wirtschaft den Rest geben!
    War wohl auch der Grund für den $-Absturz vor Tagen.
    Aber aufgeschoben ist nicht aufgehoben.


    Richtig: richtungsentscheidende Woche.


    Bin auch gespannt,wie es bei den PM weitergeht.
    Habe eben gelesen,daß einer der zurückhaltendsten Kolumnisten in 321gold,
    Jeff Kern, nach langer Hasenfüßigkeit auf die andere Seite wechselt.
    Über dessen Eiertänze habe ich mich öfter amüsiert (dessen Frau ebenso :)) )


    Grüsse


    "Die Märkte haben nie unrecht, die Menschen oft." Jesse Livermore, 20.Jh.

    "Die Demokratie ist das Paradies der Schreier und Schwätzer, Phraseure, Schmeichler und Schmarotzer, die jedem sachlichen Talent weit mehr den Weg verlegen, als dies in einer anderen Verfassungsform vorkommt." E.von Hartmann

    Dieser Beitrag ist eine persönliche Meinung gem. Art.5 Abs.1 GG und Urteil des BVG 1 BvR 1384/16

  • Rice defends Bush's response


    04/09/2005 20:23



    Mobile - Secretary of state Condoleezza Rice defended President George W Bush on Sunday against charges that the government's sluggish response to Hurricane Katrina showed racial insensitivity.
    "Nobody, especially the president, would have left people unattended on the basis of race," :D. the administration's highest-ranking black said as she toured damaged parts of her native Alabama.


    Some black lawmakers, the Reverend Jesse Jackson and other black leaders have complained bitterly about the slow response to the disaster, whose victims have been disproportionately black and poor, particularly in New Orleans.


    They have said racial injustice was a factor in the government's slow relief effort.


    "I just hope that when people stop and think about it, they will just see that that's just not the case," Rice said.


    "How can that be the case?


    "Americans don't want to see Americans suffer."


    Since Katrina struck, an estimated 70 nations - from Azerbaijan to Venezuela - :D had offered more than $100m in cash donations to the American Red Cross, Rice said.


    Many countries had also donated supplies, ranging from helicopters to food, to help the victims.


    After outlining the influx of international support, Rice said she had told Bush: "If there's anything I can do outside of my responsibilities as secretary of state, I'd be happy to do that too." :D

    • Offizieller Beitrag

    Was will uns Condoleeza zeigen.
    Was sie von Mr.President hält.? ;)


    "Die Märkte haben nie unrecht, die Menschen oft." Jesse Livermore, 20.Jh.

    "Die Demokratie ist das Paradies der Schreier und Schwätzer, Phraseure, Schmeichler und Schmarotzer, die jedem sachlichen Talent weit mehr den Weg verlegen, als dies in einer anderen Verfassungsform vorkommt." E.von Hartmann

    Dieser Beitrag ist eine persönliche Meinung gem. Art.5 Abs.1 GG und Urteil des BVG 1 BvR 1384/16

  • :44p ET Sunday, September 4, 2005

    Dear Friend of GATA and Gold:

    Sprott Asset Management President John Embry and
    his assistant, Andrew Hepburn, who one year ago
    published a compilation of evidence of central
    bank manipulation of the gold price, have just
    done the same in regard to the U.S. stock market
    and have reached a similar conclusion.


    The new Sprott report, "Move Over, Adam Smith:
    The Visible Hand of Uncle Sam," concludes that
    the U.S. government has intervened to support
    the stock market so many times that "what
    apparently started as a stopgap measure may
    have morphed into a serious moral hazard
    situation, with market manipulation an endemic
    feature of the U.S. stock market."

    The new report by Sprott, an investment firm
    based in Toronto, Ontario, Canada, relies
    largely on reports of news organizations and
    the essays and research papers of economics
    academics that, as might be expected, have not
    been well-publicized in the United States. But
    some of these reports have been shared with you
    in GATA's dispatches over the years.

    The Sprott report does not maintain that the
    government should never intervene in the stock
    market; it recognizes that certain emergencies
    may argue strongly for temporary intervention,
    such as the 1987 stock market crash and the
    terrorist attacks of September 2001. But, the
    Sprott report notes, frequent surreptitious
    intervention, conducted through intermediaries,
    the government's favored financial houses in
    New York, gives those intermediaries enormous
    advantages over ordinary investors. Frequent
    intervention, the Sprott report adds also makes
    it impossible to distinguish between national
    emergencies and political expediency.

    The Sprott report concludes:

    "Given the available information, we do not
    believe there can be any doubt that the U.S.
    government has intervened to support the stock
    market. Too much credible information exists
    to deny this. Yet virtually no one ever
    mentions government intervention publicly,
    preferring instead to pretend as if such
    activities have never taken place and never
    would.

    "It is time that market participants, the
    media and, most of all, the government
    acknowledge what should be blatantly obvious
    to anyone who reviews the public record on
    the matter: These markets have been
    interfered with on numerous occasions. Our
    primary concern is that what apparently
    started as a stopgap measure may have morphed
    into a serious moral hazard situation, with
    market manipulation an endemic feature of
    the U.S. stock market.

    "We have not taken a position on the wisdom
    of intervention in this paper, largely because
    exceptional circumstances could argue for it.
    In many respects, for instance, the apparent
    rescue after the 1987 crash and the planned
    intervention in the wake of September 11 were
    very defensible. Administered in extremely
    small doses and with the most stringent
    safeguards and transparency, market
    stabilization could be justified.

    "But a policy enacted in secret and knowingly
    withheld from the body politic has created a
    huge disconnect between those knowledgeable
    about such activities and the majority of the
    public, who have no clue whatsoever.

    "There can be no doubt that the firms
    responsible for implementing government
    interventions enjoy an enviable position
    unavailable to other investors. Whether they
    have been indemnified against potential
    losses or simply made privy to non-public
    government policy, the major Wall Street firms
    evidently responsible for preventing plunges
    no longer must compete on anywhere near a
    level playing field. It is most unfair that
    the immensely powerful have been further
    ensconced in their perched positions and thus
    effectively insulated from the competitive
    market forces ostensibly present in our
    society.

    "In addition to creating a privileged class,
    the manipulation also has little democratic
    legitimacy in the sense that the citizenry
    has not given its consent. This has tangible
    ramifications. By not informing the public,
    successive U.S. administrations have employed
    a dangerous policy response that is subject
    to the worst possible abuse. In this regard,
    the line between national necessity and
    political expediency has no doubt been
    perilously blurred.

    "We can only urge people to see what the
    evidence indicates and debate what is and
    ought to be a very contentious matter. The
    time for such a public discussion is long
    overdue."

    The Sprott report can be found in Adobe Acrobat
    format at the Sprott Internet site here:

    http://www.sprott.com/pdf/pressrelease/TheVisibleHand.pdf

  • Aladin, re.: vielleicht wie gross er ist.


    Auch wenn es hier nichts zu suchen hat, wenn wir Condi's
    Fingermass betrachten - fünf Zentimeter weniger und er wäre
    eine Präsidentin.


    Wirklich nicht ernst gemeint, reiner Spass


    Germoney

    As a general rule, it is foolish to do just what other people are doing,
    because there are almost sure to be too many people doing the same thing.
    William Stanley Jevons (1835-1882)

    • Offizieller Beitrag

    Moin


    Und wenn wir hier so weiter machen, haben wir mal die
    FED eral Bureau of Investigation am Hals! :]


    Und Gutnacht


    "Die Märkte haben nie unrecht, die Menschen oft." Jesse Livermore, 20.Jh.

    "Die Demokratie ist das Paradies der Schreier und Schwätzer, Phraseure, Schmeichler und Schmarotzer, die jedem sachlichen Talent weit mehr den Weg verlegen, als dies in einer anderen Verfassungsform vorkommt." E.von Hartmann

    Dieser Beitrag ist eine persönliche Meinung gem. Art.5 Abs.1 GG und Urteil des BVG 1 BvR 1384/16

    • Offizieller Beitrag

    "The FED had never intervened."
    So die Aussage von Mr.Greenspin ,im vollen Sprott-Bericht!!
    Die LTCM kennt er wohl auch nicht? :]


    Nachstehender Bericht stark gekürzt durch E.



    "Die Märkte haben nie unrecht, die Menschen oft." Jesse Livermore, 20.Jh.

    "Die Demokratie ist das Paradies der Schreier und Schwätzer, Phraseure, Schmeichler und Schmarotzer, die jedem sachlichen Talent weit mehr den Weg verlegen, als dies in einer anderen Verfassungsform vorkommt." E.von Hartmann

    Dieser Beitrag ist eine persönliche Meinung gem. Art.5 Abs.1 GG und Urteil des BVG 1 BvR 1384/16

    • Offizieller Beitrag

    Selbst der sonst zurückhaltende W.Wresniok-Roßbach wird optimistischer:
    ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
    Edelmetalle: "Katrina" treibt Preis von Gold und Platin
    von Claus Hecking, Frankfurt
    Der Hurrikan "Katrina" hat eine Trendwende an den Edelmetall-Märkten ausgelöst. Die Preise für Gold und Platin, die zuvor stark unter Druck geraten waren, zogen wieder kräftig an.


    Gold stieg zwischen Dienstag und Freitag von 429,50 $ bis auf 447,39 $ pro Feinunze (31,1 Gramm). Platin verteuerte sich auf bis zu 910,75 $ pro Feinunze. Am Dienstag war es noch mehr als 20 $ günstiger gewesen.


    Vor allem der schwächelnde Dollar treibt die Edelmetallkurse seither nach oben. Fällt die US-Währung, so werden Gold und Platin für Anleger mit Fremdwährungen erschwinglicher. Hinzu kommen Inflationsängste durch die hohen Energiepreise. Markus Mezger, Rohstoff-Experte von Tiberius Asset Management, rechnet nun zum Jahresende mit einem Goldpreis um 465 $. Wolfgang Wrzesniok-Roßbach, Stratege des Metallkonzerns Heraeus, hält 2005 Spitzenpreise um 500 $ für möglich.

    Aus der FTD vom 05.09.2005
    © 2005 Financial Times Deutschland
    ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,


    "Die Märkte haben nie unrecht, die Menschen oft." Jesse Livermore, 20.Jh.

    "Die Demokratie ist das Paradies der Schreier und Schwätzer, Phraseure, Schmeichler und Schmarotzer, die jedem sachlichen Talent weit mehr den Weg verlegen, als dies in einer anderen Verfassungsform vorkommt." E.von Hartmann

    Dieser Beitrag ist eine persönliche Meinung gem. Art.5 Abs.1 GG und Urteil des BVG 1 BvR 1384/16

  • Wenn in den nächsten Monaten die Weltwirtschaft auf Talfahrt
    gehen wird, hat man mit "Katrina" - oberflächlich - einen Grund.


    Tatsächlich weisen einige - nicht "gemanagte" Indikatoren seit Monaten
    darauf hin.


    Baltic Dry Index
    http://investmenttools.com/futures/bdi_baltic_dry_index.htm


    Atlantic & Pacific Capesize Index
    Capesize Freight Rates
    Panamax Freight Rates


    Charts at:
    http://www.ssyonline.com/Market_Information/index.html


    Die Tanker Freight Rates - Charts dort ebenfalls verfügbar - sehen auch
    eher mies aus.


    Germoney

    As a general rule, it is foolish to do just what other people are doing,
    because there are almost sure to be too many people doing the same thing.
    William Stanley Jevons (1835-1882)

    • Offizieller Beitrag

    Einer der weitsichtigsten Strategen.


    Freund von JimSinclair,
    mit seinen letzten News.

    Grüsse


    Monty Guild


    -----Monty Guild Latest Market Monetary anclicken----


    "Die Märkte haben nie unrecht, die Menschen oft." Jesse Livermore, 20.Jh.

    "Die Demokratie ist das Paradies der Schreier und Schwätzer, Phraseure, Schmeichler und Schmarotzer, die jedem sachlichen Talent weit mehr den Weg verlegen, als dies in einer anderen Verfassungsform vorkommt." E.von Hartmann

    Dieser Beitrag ist eine persönliche Meinung gem. Art.5 Abs.1 GG und Urteil des BVG 1 BvR 1384/16

    Einmal editiert, zuletzt von Edel Man ()

  • Habe mir gedacht es ist - noch - Zeit, ein paar weitere Kilo Silber zu kaufen -
    das war aber nicht der Fauxpas. Nebenbei benutze ich meinen Urlaub
    um ein paar langfristige Daten-Vergleiche zu machen. Sonnen-Zyklen und
    Rohstoff-/Business-Zyklen seit 1776. Ist manchmal etwas aufwendig,
    da die Daten aus den unterschiedlichsten Daten-Quellen kommen. Erfordert
    bisweilen auch einige Programmier-Arbeit. Ich hing also länger an
    den Rechnern.


    Nun hatte ich vor dem Wochenende unserem Jüngsten einen Drachen
    gekauft - Ihm aber gleichzeitig mitgeteilt, dass wir den Drachen erst bei
    Wind, womöglich erst im Herbst steigen lassen können.


    Am späten Vormittag kam dann unser Jüngster und quengelte rum.
    Er wollte unbedingt sofort und heute den Drachen steigen lassen.
    Nachdem ich Ihm - erfolglos - mehrfach erklärte, dass es mangels Wind
    nicht möglich sei und er erneut mich bei meiner Tätigkeit unterbrach,
    sagte ich, durchaus ungehalten:


    "Weisst du was, wenn du unbedingt einen Drachen steigen lassen willst, geh zu Mama und saach, sie soll auf'n Stuhl steigen"


    Umgehende Antwort von Mama:


    "Saach mal dem Papa, wenn er im Urlaub - genauso wie in der Firma -
    dauernd an der Tastatur kleben muss, dann baut Mama mal den "absoluten Firewall" hier ein, dann nimmt Mama den Seitenschneider
    und killt das CAT-Kabel alle halbe Meter.
    Anschliessend machen wir 'ne Hausparty und laden ein wer kommen
    mag, wenn der Olle fluchend das Kabel erneuert."


    Moral von der Geschichte:
    Don't fight the family



    Germoney

    As a general rule, it is foolish to do just what other people are doing,
    because there are almost sure to be too many people doing the same thing.
    William Stanley Jevons (1835-1882)

  • Dear Members,


    Once again, water has played a devastating role on human life. We must pray for the victims of the disaster and all those directly and indirectly affected. Unfortunately it is my duty to tell you that we haven’t seen an end to this kind of devastation by nature. We shall continue to periodically experience water related upheavals until September next year. If you read my last book, I clearly mentioned that water related natural disasters would play a punishing role in human life for thirty months. This is a clear warning from nature to each one of us. We must recognise and appreciate nature because often times, we fail to realise the important role it plays in our lives. SATURN HAS THEREFORE TO PUNISH US. To avoid this, world leaders and everyone else must start working on global warming, stop destroying forests, desist from polluting rivers and seas, or contaminating the environment by dumping sensitive waste and yes politically they should play a fair role (should kill innocent, keep ego aside) etc. We must understand that desecration of nature and the environment is a violation of our own lives.


    It is a sad irony that we destroy that which grants us life! In actual fact, nature is sacred because it supports life. One thing that I must openly say is that whenever you remember God or pray, you must not forget nature because nature is God and God is nature. We cannot live without air or water. Indeed, the very basic manifestations of nature are necessary for life! For instance, one would surely die if we stop breathe for only a few minutes, regardless of whether one is in a temple, mosque or church. Your beliefs in this case amount to nothing as nature must reign supreme.


    I have just returned from a short spiritual trip to India. Last week I was completely wrong on the US dollar’s move. This reminded me of a similar situation on the first week of September 2004 when I was 100% incorrect concerning silver’s move. As a matter of fact, this is now the third time when I have been entirely off the mark just before my date of birth. This is a very strange fact and I am trying to find out why this is always the case. In addition, I have constantly been wrong during the Second week of April as well as the Second week of December. This has actually been happening since I started the newsletter service. This is definitely due to planetary movements in my chart and I intend to take this into account in future. In the meantime, I am determined to unravel the truth behind it so as to prevent similar errors.


    I must say that I am always very sorry whenever I am wrong since you end up losing. This is also not good for my reputation and my work, even though the ratio of accurate predictions to wrong ones is very positive. However, it is human nature that people will always remember the wrong ones. Any way let us see how this week will be.


    IMPORTANT NOTE: I HAVE BEEN PREDICTING A MAJOR CRASH IN COMMODITY PRICES TO COME ANY TIME AFTER THE FIRST WEEK OF SEPTEMBER 2005. AND 48 HOURS BEFORE THE FIRST WEEK OF SEPTEMBER GOT OVER AND WE WILL WATCH VERY CLOSELY THE NEXT SIX WEEKS OR SIX MONTHS. WILL THE PLANETS PLAY THEIR ROLES 100% TOWARDS WHAT THEY HAVE BEEN SHOWING ME?


    NEWSLETTER FROM 5 SEPTEMBER TO 9 SEPTEMBER

    GOLD


    I expected gold to move up from this week but it happened last week. The early upward movement is a clear indication that it won't go above last week’s top ($451). This week it will trade in the range of $448.80 to $438. Buyers should sell on Wednesday; which means that one should get out 100% from buying position.


    Gold will move within a small range on Tuesday and Wednesday but it could sharply fall on Thursday.


    THE MOST IMPORTANT POINT THAT GOLD TRADERS MUST REMEMBER IS THAT GOLD’S SHORT TERM BULL RUN WILL BE OVER BY THE THIRD WEEK OF SEPTEMBER FOR THE NEXT 9 MONTHS BEFORE IT STARTS AN EXCITING UPWARDS JOURNEY. ONE SHOULD GRADUALLY GET OUT FROM METAL STOCKS ALSO. 8o


    SILVER


    Last week silver remained silent and gives a clear signal of disconnection of its relations with gold. This gives me great hope regarding my future predictions for silver. This week, silver will remain directionless, uncertain or weak. The trading range will be $7.12 to $6.92.


    COPPER/PALLADIUM/PLATINUM


    Palladium will trade at the same levels, copper will move down around three percent and platinum is at the stage where it could drop more than ten percent any time.


    OIL


    Last week oil touched $70.85 and sharply went down on Friday. Indeed, it should move down more during this week. I don't know what path George W. Bush wants for the American people. It is very shameful that they were unable to reach New Orleans in time to rescue scores of people who desperately needed help. Even now, there are many people who are still in dire need of emergency assistance. It is sad to see his focus is to convince others and justify the biggest mistake of his life: ATTACKING IRAQ. WELL, I HAVE SAID MANY TIMES PREVIOUSLY, INDEED EVEN BEFORE THE WAR STARTED. I SAY IT ONCE AGAIN- THE WAR IN IRAQ WAS A WRONG MOVE BY BUSH, THE USA AND THE WORLD (that is those that supported him) AND THEY SHALL PAY THE PRICE FOR IT. WHY DO WORLD LEADERS REMAIN QUIET ABOUT THE SITUATION? CHILDREN, WOMEN AND OLD PEOPLE ARE DYING EVERY DAY AND NO ONE EXPRESSES SYMPATHY. AS IT IS, NO ONE SEEMS TO HAVE AN IDEA ON WHAT TO DO NEXT. ?(


    NATURE IS NOT HAPPY AND IN THE LONG RUN, OIL WILL GO UP CONTINUOUSLY. WE ARE YET TO SEE THE WORST time upon us from nature. Disaster has to follow when we lie or we support a lie. It is called in Sanskrit, "PRALYA" (A massive destruction by nature). It is painful that the world does not understand the role of nature. We should never desire pain anywhere in any form but live happily on this naturally given planet. WE SHOULD NEVER IMAGINE OURSELVES ALL-POWERFUL AND THINK THAT WE CAN DO WHATEVER WE WANT BUT DON’T FORGET THAT NATURE IS WATCHING.


    Oil is a part of nature and you can be sure that nature will use all its weaponry. The oil rise came after the war, which is what I predicted before the war started. Oil will stifle the world economy in the middle of next year when it will trade above $100.
    This week, I see oil moving down to $64.70 BUT those who don’t like uncertainty so stay side line as regularly news will be floating around oil and oil industry. Higher side it can touch $68.80.


    STOCK MARKET


    Last week the markets vacillated in the both directions and should come again into nature’s grip. I see the European and USA market going down again from Wednesday. Tuesday will therefore be the right day to sell all major Indices.


    CURRENCIES


    This was the most incorrect short term weekly prediction: the US dollar crashed on news of damage by Katrina.


    Dollar’s astrological chart show that last week’s down ward moves was artificial and that forces many long term buyers out of the dollar.


    I PREDICT A FIRST TARGET OF $90.80 IN THE NEXT 18 DAYS AND ABOVE 95.00 IN THE NEXT SIX WEEKS. I STRONGLY RECOMMEND BUYING THE DOLLAR. A GREAT CRASH IN THE EURO, POUND, FRANC, SOUTH AFRICAN RAND IS ON THE WAY.


    FROM WEDNESDAY THE DOLLAR INDEX WILL START MARCHING AHEAD AND BY FRIDAY IT SHOULD PROVE THAT NO OTHER CURRENCY CAN WITHSTAND THE DOLLAR. DAMAGE FROM KATRINA IS A DIFFERENT THING AND ONE SHOULD THEREFORE NOT CORRELATE IT TO DOLLAR IN THE LONG RUN.


    ALWAYS THIS KIND OF NEWS CERTAINLY AFFECTS RELATED AREAS OR COUNTRIES.


    WHEN YOU ARE MAKING MONEY, PLEASE DON'T FORGET TO CONTRIBUTE SOME OF THE PROFITS TO THE NEEDY. RIGHT NOW, THE USA IS SUFFERING AND NEEDS HELP. ONE CAN THEREFORE GO AHEAD AND DO WHATEVER THEY CAN.


    THANKS FOR KEEPING FAITH IN MY WORK. :rolleyes:

  • Torsten Dennin Portfoliomanager der DB heute Morgen auf Blommberg zum Thema Rohstoffe:


    Haussephase aktiv.


    Gold bis Jahresende 475$. Starke Käufe von Privatanlegern,
    -Inflationsschutz-. empfiehlt Währungsgesicherte Zertifikate/Einzelaktien


    Die Zeiten des billigen Öl seien vorbei. Kurze Rücksetzer. Ölpreis zwischen 65 - 70 $ bis Jahresende.


    Kakao losgelöst vom Gesamtmarkt. Situation in der Elfenbeinküste angespannt. Weiterhin hohe Preise.


    zu Silber habe ich leider nur noch "...gute Zeichen für einen steigenden Silberpreis mitbekommen"....

    „Die Menschen sind so einfältig und hängen so sehr vom Eindruck des Augenblickes ab, dass einer, der sie täuschen will, stets jemanden findet, der sich täuschen lässt.“ (Niccolò Machiavelli)

    • Offizieller Beitrag

    Kann mir ein paar kurze Anmerkungen nicht verkneifen:


    Gold: Das glaube,wer will, daß Gold erst in 9 Monaten loslegt.Verwechselt er was? ;)
    ------ Und "GET OUT FROM METAL STOCKS"...? Schwache Hände lassen grüssen.


    Oil: Völlige Richtungsumkehr von M.Guru. Nix mehr 50$ oder so! :]
    ----"NATURE IS NOT HAPPY......OIL WILL GO UP CONTINUOUSLY"


    Dollar: Da ist er unverdrossen mit den FED - Konsorten im Rücken. Mal sehen!


    Grüsse


    "Die Märkte haben nie unrecht, die Menschen oft." Jesse Livermore, 20.Jh.

    "Die Demokratie ist das Paradies der Schreier und Schwätzer, Phraseure, Schmeichler und Schmarotzer, die jedem sachlichen Talent weit mehr den Weg verlegen, als dies in einer anderen Verfassungsform vorkommt." E.von Hartmann

    Dieser Beitrag ist eine persönliche Meinung gem. Art.5 Abs.1 GG und Urteil des BVG 1 BvR 1384/16

    • Offizieller Beitrag

    Auszug aus dem Artikel "Bullion Charts - The Katrina Edition
    By Thomas DeChastelain
    ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,


    An Empire in Decline


    Katrina is an event which will accelerate the decline of America. What once I thought would occur over decades and centuries will probably now occur over years and decades.


    A civil war in our lifetime is very possible. It will not be with the degenerate neoconservative leadership currently in charge, but with what replaces it - a right wing nationalist movement, most likely within the Republican party itself. It will quickly devolve into a quasi-Facist belief system. A market bottom (for general equities) will come during this time, when blood, literally, is flowing in the streets.


    The big think tanks have a cost of $100 billion for Katrina reconstruction. They are wrong. Anyone with project management experience can tell you to multiply that number by 2.5; and that is with competent management.


    Neoconservative theory states that increasing corporate profit margins is the variable around which a society should be organized. This is optimized by redistributing the maximum amount of money from the taxpayer into corporate coffers, for the smallest return to nation and said taxpayer. Forget about a dike system like the Dutch. The neocons hate the Dutch.


    Look instead to the Afghanistan and Iraq reconstruction model to be followed in America. Expect lots of non-competitive cost-plus contracts with no deadlines and waivers allowing them to employ illegal aliens. The inhabitants? Please. There is a reason why the evacuation process often resembles a prisoner transfer.


    Bush stated that the US could do both Iraq, and domestic reconstruction. The US can do neither. The US is broke. They are in debt up to thier eyeballs. Their cashflow is negative.


    When this becomes apparant expect the neocons to attack Iran. Completely under the radar is the fact that the US currently has six plus of their best front-line divisions in Iraq. "Officially" they are there to support upcoming constitutional elections. I remain sceptical.


    Not shown here but silver has done what I had once thought gold would be doing pre-Katrina. Looks like a big false break-down. The sharp bounce back along with excellent COT structure bodes well for gold. A strong silver price is also good because it would be a sign that the overall markets are not going to crash. I think a general market crash is the only last real threat for gold stocks.


    The charts for gold are all bullish. The charts for the dollar are bearish. The action last week may have been an emotional reaction to Katrina - or more fundamentally an anticipation of the Fed being forced to end his rate-hike regime. This is confirmed by the bond market.


    It is hard to imagine things getting worse than last week. I think the relative illusion of progress and some semblance of organization will cool things down temporarily. With the arrival with Gen Honore we finally have some stress tested adult supervision working the problem. The resources available to him are only a fraction of what should be made available. If there was ever a time to go over the top and throw the kitchen sink at something, then Katrina is it.


    FEMA and HomeLand security have become holy grails for organizational brainlock. The heads spend more time in front of cameras telling everyone how great they are, than actually doing thier real jobs


    I think the market is wrong about Greenspan. I think he wants to keep raising rates. I think he wants to reload his gun as much as possible. I think he is terrified of what a plumetting dollar would do to the oil price - and will blow as much air as he can under the dollar.
    The general equity markets are playing a game of chicken with the Fed. The markets remain relatively strong in anticipation of the Fed lowering rates. The Fed, seeing relatively strong markets, finds no reason to stop doing what he wants to do. In a game of chicken one does not fight the Fed. The Fed will win. The Fed will raise rates until the market crashes, and that is the world we live in.


    I find it hard to imagine the gold complex retesting last year's lows. I find it hard to think even my reverse H&S target would be reached. COT though still stikes me as being bearish...in the end, price action trumps all.


    I have exposure to gold and oil because I think they will continue trending up. I know the oil bears state that there is no supply problem, and the multi-country release of oil will batter the oil price. Maybe. I think countries all releasing strategic reserves, even when supposedly there is no supply problem, and production is at its highest levels since the Dawn of Creation - is perhaps the first concrete signal that Peak Oil is upon us.


    I think gold and energy are necessary stocks to hold if you want to protect yourself from being priced into the stone age.


    I would also hold a healthy portion of cash. In trying to predict how Katrina will affect markets, your guess is as good as mine. In the end I don't know, I can only speculate. The cash is there in case I wake up and find that everything is going down the drain. In that case the cash is there ready to pick up more gold and oil once things look to have bottomed.


    America does not have a real man in charge. Remembering to keep your thumbs turned in, does not make a strong leader. He is a wanna-be, a fake...a poseur. He is leading America into ruin. That is not speculation. That is certainty.


    Good trading.


    posted Monday 5 September, 2005
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    Grüsse


    "Die Märkte haben nie unrecht, die Menschen oft." Jesse Livermore, 20.Jh.

    "Die Demokratie ist das Paradies der Schreier und Schwätzer, Phraseure, Schmeichler und Schmarotzer, die jedem sachlichen Talent weit mehr den Weg verlegen, als dies in einer anderen Verfassungsform vorkommt." E.von Hartmann

    Dieser Beitrag ist eine persönliche Meinung gem. Art.5 Abs.1 GG und Urteil des BVG 1 BvR 1384/16

  • lassen grüßen @ edelman,

    das gilt für die US-getriebene Konjunktur mit den (letzten??) verfügbaren
    Konjunkturkrücken von Bush.
    Gold/silber wird in die SCHWACHEN hände Wie Asiaten, Muslims und uns übergehen. (Das Cabal steht nicht zur Seite)
    Was die restlichen Metalle tun werden, wenn die >US- und Weltkonjunktur zusammenbricht ---zumindest mittelfristig---wage ich nicht zu prognostizieren (wir sind wohl mittendrin ---nur unsere Statistiken....)


    Mit PMs sind wir uns einig...


    Grüße


    emoba


    p.s.
    Schichte seit Wochen von Metallaktien in PM_Aktien um.

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