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

Weekend Radio with David Morgan

http://www.financialsense.com/Experts/2005/Morgan.html

Bob Hopper Radio Mining Report:

http://www.silverminers.com/pu…0&%20M%20REPORT090905.mp3

To Buy or Not To Buy Precious Metals
by Chris G. Waltzek
September 9, 2003

http://www.financialsense.com/fsu/editorials/2003/0909.htm

Dear Members,

Astrologically time is not very good for another 16 hours so you will receive weekly newsletter before New York opens.

I see tomorrow Dollar in little bit weak trend but from Tuesday a strong move will start.

Very important time for metals ahead, next 48 hours will decide that gold is going to $500 or $400 first.

Please wait for detail newsletter, sorry for delay as I never write in negative combination.

Dear Members,

For this week’s newsletter, I would like to start with a few important points which I have previously mentioned in the course of the last ten months, and which I now feel the need to revisit and discuss once again. As you keep them in mind, it will enable us plan our investments aptly.

1. For 2005, I recommended alternative energy stocks, which we bought and made over 100% in returns, and which I shall still hold for the future. These stocks were – ENER, BLDP, DESC, PLUG, QTWW, MKTY, HYGS, MDTL, MCEL, SPIR, DSTI and SLRE. As a matter of fact, I still recommend this sector for long term investment. Furthermore, there are many other smaller companies in this sector, for instance – WWAT, SLRE, ENEI- and many others on which one can conduct detailed research and invest as appropriate.

2. In addition, we had water related stocks as well as metals stocks as second in choice, and I still recommend the water stocks. All I can say about metal stocks for now is that due to astrological readings, I am not at all in their favour after 26 September. However, we should buy metal stocks from next year as their outlook will be much more favourable then.

3. Once again, I would like to remind you a very important message that I have mentioned a few times in the last two months. This is to the effect that: “from second of September, all hot rising commodities would collapse” (Crude, Heating, unleaded natural gas, Copper and few other commodities). Well, I still hold this prediction and you will therefore do well to remember it before you go into buying positions. In the meantime, I shall update you if there are any short term rises.

5. Most currency traders as well as key players and renowned fund managers are very closely watching my prediction of the dollar’s rise. The Dollar surprised every one in the first half of 2005 and it will be an interesting time when it makes a run like oil recently did. DO NOT TRADE AGAINST THE DOLLAR. AS ALL WORLD CURRENCIES WILL HAVE TO YIELD TO IT. I CLEARLY SEE GOLD LOSING THE BATTLE AGAINST THE US DOLLAR AS TIME FOR GOLD WILL BE RATHER WEAK. HOWEVER, THE SITUATION IS SHARPLY DIFFERENT FROM THE MIDDLE OF NEXT YEAR WHEN JUPITER WILL TAKE OVER CONTROL OF THE DOLLAR. WHEN THAT OCCURS, “NO POWER ON EARTH WILL BE ABLE TO STOP GOLD TOUCHING $810 TO BEGIN WITH, THEN AFTERWARDS SOARING ABOVE $1000”

For sometime now, some in the gold community have regarded me as being against gold, but that is not the case at all. The gold community has given me a lot of recognition, respect as well as love and I am sure that you can all understand my position that if there is something negative indicated to occur, then it is my duty to warn you. From next year, the scenario for gold is poised to be very bright; I shall write in gold, I shall speak only gold and I devote myself to gold. I feel a thrill even now and can’t wait to witness gold leaping $20 to $50 in a day.

6. My favourite, silver, is very calm and it will remain thus. It is disconnecting from gold and once it confirms this, then it may not wait till next year to start rising. I am watching it closely and may give a buying signal anytime, even in 2005 once there is confirmation. In the meantime, we have got to wait and hear from the Moon.

7. The US Stock market is playing a game of rises and falls within a range of 10700 to 10300. The fall of oil has given a physiological boost to market players and it looks as though for the time being, it may hang around this level before it collapses.

IF I AM PROVEN CORRECT, IT WILL BE VERY INTERESTING TO WATCH THE MOVEMENTS OF US DOLLAR IN THE NEXT THREE MONTHS.

WE NEED TO PRAY FOR THE USA AS NATURE WILL NOT BE SUPPORTIVE OF THE COUNTRY. I SEE MORE NATURAL DISASTERS WAITING TO HIT AS WE HAVE TO PAY A PRICE FOR OUR BAD KARMA. WHETHER DONE KNOWINGLY OR UNKNOWINGLY, THE PRICE HAS TO BE PAID. THIS IS WHAT PRESIDENT BUSH DID WITH IRAQ, AND IF THE HEAD OF A FAMILY MAKES A MISTAKE, THEN THE WHOLE FAMILY SUFFERS. I DON’T WANT TO SAY MORE HERE AS SOME AGENCIES ARE WATCHING MY PREDICTIONS WITH GREAT INTEREST.

THIS WEEK’S NEWSLETTER FOR 12 TO 16 SEPTEMBER:

GOLD

As may be apparent to those who have been following my work for a while, I always start my newsletter with gold. This is a clear sign of the esteem that I have for gold. It is trading around the very important mark of $451, and if its trades above this figure for the next 48 hours, then I shall give a short term buying signal and hold the buying recommendation for another fifteen days.

MONDAY- gold may remain stable. If it doesn’t hold above $451, then don’t buy as yet- just stay away and watch while also carefully monitoring the moves of the US Dollar.

I will write an alert on gold each alternate day like I did with oil to update you. If a rise comes in the next 48 hours, then it may reach $481 in the next two weeks. This week’s trend should be from $458.80 to $448.10. If its break $448.10 than get of from buying position.

At the moment, I don’t want to recommend any thing at this level as I made mistakes a few times in the past due to excitement. WE WILL WATCH DOLLAR RISE.

SILVER

Once Venus changes houses, I may recommend buying in silver. Furthermore, it will be a good buy if it falls to $6.95. This week silver should trade between $7.16 and $6.92. A fall below $6.92 should be a cue to get out from buying position because it could then touch $6.72. Monday could be a mix day while Wednesday and Thursday should be positive for silver.

COPPER/PALLADIUM/PLATINUM

Copper and platinum should remain down. For Palladium, one should keep buying small quantities in the portfolio. Those who short copper can cover part of it on Friday because from next week, it could move up for a few days.

OIL

Crude, heating oil and natural gas went down over ten percent from its highs; while unleaded gas went down over twenty percent from it top. I am not praising myself but Mercury gave me a great call to sell oil at $70.80. What else do smart traders need? You don’t have to trade everyday but just have to look out for a great opportunity. This week oil should start moving up from Wednesday or Thursday for a short period and I therefore recommend covering short by Tuesday. However from next week, it will fall; therefore trade accordingly.

The trading range for oil will be $61.80 to $65.80. We can see that oil will trade within a small price range.

STOCK MARKET

Last week, weak oil prices gave a boost to stocks. The market should remain weak during this week. Next week I shall include the index trading range of the week for the first time.

This week the Dow will trade between 10691 and 10500. If it breaks Mars’ figure of 10500, then the next target will be 10320. In the next three months, the Dow could reach a maximum of 10740 on the upside, while the downside is 9640. Indications for next year are also weak and once it falls into the planetary grip, then I see the DOW touching 6800 in fifteen trading months.

ONE CAN AGAIN START SELLING THE EUROPEAN MARKET FROM MONDAY.

CURRENCIES

The US Dollar index is enjoying a hide-and-seek game with all the currencies. For 2005 the dollar is the Lion and as the Lion is king of the Jungle, the dollar will firmly rule over the other currencies.

From 2001 to 2004, this same king was enclosed in a circus and only acted under the instruction of a master. He is presently free and is boldly marching through his territory. I am waiting for my first predicted target of $94 to be fulfilled; which should be soon.

During this week, the Dollar index should reach above $88.50.

GOLD, HOW UNDERVALUED ART THOU?
by The Mogambo Guru

From the IMF website, we read that one of their "principles" is, "As an undervalued asset held by the IMF, gold provides fundamental strength to its balance sheet. Any mobilization of IMF gold should avoid weakening its overall financial position." So, even the IMF itself says that gold is undervalued! I mean, what more do you want, for crying out loud? Buy gold!

As for their stash of the yellow metal, "The IMF holds 103.4 million ounces (3,217 metric tons) of gold at designated depositories." This is the gold that the United States and the other signatories of the deal that created the IMF literally gave them. I stare at you blankly for a few seconds, until I finally say, with a deadpan expression, "We gave them our gold?" It should sink into your head how I feel about that, and that is how you will feel about it, too, or else you will do very badly in this class.

Anyway, they go on to say, "The IMF's total gold holdings are valued on its balance sheet at SDR 5.9 billion (about $9 billion) on the basis of historical cost. As of February 28, 2005, the IMF's holdings amounted to $45 billion (at then current market prices)."

Not only that, but the IMF used gold as money, as is clearly indicated when they write that, "A payment of charges (i.e., interest on members' use of IMF credit) were normally made in gold. A member wishing to purchase the currency of another member could acquire it by selling gold to the IMF." So, you are probably asking yourself: Why didn't they just pay each other with a fiat currency? Hahahaha! They know the value of that crap, which ought to tell you something, too!

All this was changed when, "The Second Amendment to the Articles of Agreement in April 1978, eliminated the use of gold as the common denominator of the post-World War II exchange rate system and as the basis of the value of the Special Drawing Rights (SDR)." In case you were wondering, SDRs are just another fiat currency, a new and special "let's pretend" money used only to transact IMF business, World Bank business, and God only knows what else. But they eliminated gold as the basis for their money because they knew that gold was going to get very valuable very soon, and sure enough, it did! It soon went over $850 an ounce! And remember that Nixon had de-linked the dollar from gold just seven years earlier, when gold was selling for about $35 an ounce! Anybody who had borrowed gold at $35 an ounce was going to pay it back with gold that costs $850 an ounce? Hahahaha!

Another principle that they say guides the IMF's policy on gold is that, "The IMF should continue to hold a relatively large amount of gold among its assets, not only for prudential reasons, but also to meet unforeseen contingencies." And this is exactly what I have been screeching for you to do, too! But do you listen to me? No! I feel a little better knowing that you don't listen to the IMF, either, and they have those fancy-pants offices, and I am just a lonely guy who is paid to clean the toilets and refill the snack machine. So - and here's a tip - while I don't expect the fawning deference you would have for the IMF, a little respect might help me decide which one I do first

Anyway, as we march relentlessly forward in time, we watch as our hair first becomes grey, then thin, and we don't notice that the IMF has also been busy. But they have. During the years 1976-80, under, "Auctions and 'restitution'," we learn that, "The IMF sold approximately one third (50 million ounces) of its then-existing gold holdings following an agreement by its members to reduce the role of gold in the international monetary system." In short, the IMF started selling the gold that we gave them to get the IMF started, and did it to try to gobble up some of the mountains of money that were being created by the idiot governments, hoping to prevent a world-wide conflagration of inflation. My God! Aren't we scared enough?

So, how were they paid for the gold? Easy! "Half of this amount was sold in restitution to members at the then-official price of SDR 35 per ounce; the other half was auctioned to the market to finance the trust fund, which supported concessional lending by the IMF to low-income countries." Let me get this straight so far: We created the IMF, and we gave them a lot of gold to get started. Then, later, after IMF had screwed things up and a caused bunch of countries to become so highly indebted that they are on the edge of default and so much money was created that it was literally sloshing around, threatening to produce roaring inflation, the IMF sold the gold, to again finance a bail-out of a bunch of low-income countries (with "concessional lending") that were so stupid as to follow the bad advice of the IMF, which threatened to default on debts owed to our banks? Hahahaha!

If your heart is thumping ("boom boom boom"), and you have sharp pains shooting through your chest ("ouch!") and your left arm is numb, then you are starting to really get the hang of this economics thing. I'm proud of you!

Anyway, abruptly we are again off to the future, and after a short ride we get off the bus at the period 1999-2000. This is where we reach the historical spot where we first find "Off-market transactions in gold." This was initiated in December 1999 when, "the executive board authorized off-market transactions in gold of up to 14 million ounces to help finance IMF participation in the Heavily Indebted Poor Countries (HIPC) initiative," which is, as always, another welfare giveaway program. And welfare programs always expand and expand until they bankrupt any country so brain-dead as to allow it to happen, which is, as it turns out, almost all of them.

The United States is included in this, I am sorry to say, as almost a third of all the people in this country are supported by the government. And it makes you wonder what in the hell an "off-market transaction" is, but I don't want to know, as I know too much already. If I really knew what in the hell was going on, I would certainly be on the evening news, with breathless on-the-scene reporters yelling, "It's The Mogambo again, Ted! He's really lost it this time!" In the background you would hear the sound of gunfire, screams of pain and torment, yelling, "The Federal Reserve has killed our money and is killing you, too! We're freaking doomed!"

Fortunately, my usual cacophony of screaming anguish and mortal torment are muffled by the thick walls of the Mogambo Top Secret Bunker In The Backyard (MTSBITBY), because when I think of the inflation that is coming our way thanks to all the money that has headed our way, I have to ask myself, as you will no doubt ask yourself, "Is the .50 caliber machinegun truly adequate to defend against neighbors rioting in the streets because inflation has impoverished them all, and now they want revenge on The Mogambo for one flimsy reason or another... mostly involving a few un-repaid loans and an unfortunate incident that was eerily similar to the Hardy Boys book, 'Mystery of the Missing Lawn Furniture and Barbeque Grills'?"

To show you how weird things are, even the Federal Reserve has started listening to The Mogambo, probably because it is hard NOT to listen to the Mogambo, because every day I am calling them up and leaving messages, such as "Hey, you big fat stupid buttheads! Inflation is roaring in stocks and bonds and houses and government! Wake up, you morons! Inflation is every freaking where, dudes!"

Anyway, whether or not they actually DID listen to me, Stephen Roach of Morgan Stanley, notes, "Belatedly, Alan Greenspan has finally paid lip service to the mounting perils of the Asset Economy. In his recent swan song at Jackson Hole, the Fed chairman cautioned that 'history has not dealt kindly' with investors (i.e., American consumers) who may have gone too far in 'accepting lower compensation for risk' on their asset holdings. Even couched in all the oblique caveats so typical of Fedspeak, this is quite a confession. The father of the asset economy now fears he has created a monster."

Well, duh! Isn't that exactly what I have been saying over and over and over for years and years? And isn't that ALL I have been saying? And isn't that why I have no friends (but plenty of new enemies), and I am now old and bitter and very, very angry? And did I mention very, very scared and paranoid? I meant to.

So if you are a holder of stocks or bonds or houses, then you should be afraid.

Regards,

The Mogambo Guru
for The Daily Reckoning

GO GATA!!!

It seemed like last night’s early gold trading was too good to be true, and it was. Gold rose $2.70 right off the bat in Asia. The yen strengthened more than a point due to Japanese Prime Minister Koizumi winning a landslide victory in Japan’s lower house of parliament in yesterday’s national election. Koizumi received a mandate to enact his reforms, which includes the reduction of the size of government.

While the yen was firm, the other foreign currencies were slightly weaker. Gold surged anyway, having broken through a key psychological and technical resistance point. Then the euro began to sink like a stone. It seemed to me The Gold Cartel was losing control of the gold price, so they called in reinforcements (the Working Group on Financial Markets) to push the dollar up. Slowly, it began to have its effect on gold as its price gradually gave up the ghost. By the opening this morning gold was lower, the euro was trashed, and the yen gave up most of its early gains.

Reasons offered for the euro hit were Germany’s floundering economy and fears of a minority party political victory. Yet, the euro did not open sharply lower in Asia, like the yen did higher. It only was hit after gold surged. Euro news does not explain the pounding the British Pound took, nor does it explain the yen giving up its gains on good news for that currency.

Anyway, how the European news compares to the astronomical fiscal costs of the Katrina disaster (and the loss of confidence in our government due to their inept handling of the catastrophe) is beyond me. The US is printing money to pay for the costs; money and costs which did not exist two weeks ago. How can this possibly have so little effect on the dollar?

Only one way, government intervention, which is why MIDAS put out the commentary yesterday on The Greenspan Put. I thought an explanation of how Greenspan, the PPT and Gold Cartel operate might be especially helpful for new Café members and as a review for veteran. One thing for sure, once people see what is going on from a Planet GATA viewpoint, you can never go back to the Planet Wall Street view and their market explanations. Their explanations just don’t hold water much of the time, like the levees in New Orleans failed to hold the water out of that special city.

This is important to understand because the management of the US financial markets will all blow up some day and the average American won’t know what hit them. As it stands now, this Working Group on Financial Markets/Gold Cartel crowd has the American investing public in a Matrix-like grip. The Orwellians have created their own reality based on spin and intervention. This PPT crew has Planet Wall Street smiling like the robotic folks in The Stepford Wives … "How is everything?" "Everything is fine."

Some early feedback this morning from some of the sharp Café members’ minds:

Bill;
In 25 years of my watching markets, I've never seen poorer fundamentals for a currency than those currently exist for the U.S. dollar. While the natural trend is clearly for the dollar to weaken - amazingly, the fiat masters are still capable of inflicting maximum pain on those who would [fundamentally] rightly short it. The severe weakness of the dollar overnight contrasted against it's dramatic 'snap back' this morning is completely and utterly permeated with the stench of market manipulation. The fiat goons are clearly trying to convey the message that they are still in control. While they indeed do still have control of the printing press, the consequences of such actions only load the chambers of the inflationary engine with still more fuel. Ben Bernanke is no doubt proud. I wonder how much longer they are going to be able to suppress the price of gold - which requires increasingly larger amounts of physical assets that must be mined - not printed - when reality tells us that mine output continues to decline. My spider senses are telling me this charade - that our financial markets have become - is not going to last much longer.
best,
Rob

Bill,
Each day becomes more insane than the last. Gold at $451.50 last night in Europe, so I told my wife I'd bet every bit of my fortune that it would be knocked down overnight.

The amount of effort, coordination, and resources it must have taken to get this ridiculous dollar rally going must have been huge. And what have they really accomplished? A measly $1 drop in gold and a $4 increase in Euro gold, which will only serve to embolden international investors.

Something tells me this 9/15 derivatives meeting will prove to be a watershed event, portending something very ugly coming down the pike.
Andy

Morning Bill,
Last night, gold penetrated $451 before I retired for the evening. But surprise, surprise; it was taken down overnight. Today's Kitco chart tells the whole story. These felons are in panic mode and they're throwing everything they have at gold to contain the price. This propping up of the USD is sheer desperation and in spite of support from the world's central banks, the U.S.'s disastrous, ever growing, deficit will soon tank the dollar. I like to think of this as the cartel's final death throes. Go GATA!
Rich C.

The gold open interest went up 9,476 contracts on Friday, which means around a 17,000 contract increase for Thursday and Friday. Both of those days The Gold Cartel stopped gold from closing above $449. You will not hear this from mainstream gold commentary, which is why most of it is so trite and uninteresting. They might as well be 6th grade reporters covering a story for public elementary schools. The sellers on Friday were The Gold Cartel and friends. The buyers were the funds.

The AM Fix this morning was $449.15. The Gold Cartel would not allow this mini-breach of $449 to stand, so as is the case time and time again, they took the price down. However, The Best Laid Plans, struck. Significant fund buying was more than a match for the cabal’s selling and gold, which only bent all session long, crawled back, closing above key $449 resistance and right on its highs of the Comex session.

The Gold Cartel, led by Goldman "Hannibal Lecter" Sachs were the major sellers on the Comex. Talk about broken records. The "Super Fund" was a significant buyer – the same fund who the cabal maneuvered out of the market on their criminal raid right after Katrina struck.

There is a HUGE amount of stops building above last night’s overnight December high of $455.80.

The euro gold price exploded, making new highs for the move and a new high for who knows how long. It finished at 365.80 up 4.42.

Silver remains dull as dishwater for the time being. Its open interest gained 1436 contracts to 114,054. Morgan Stanley has turned bullish again. The silver warehouse stocks keep going up. Hard to know what to make of that.

Speaking of infantile commentary, I went back and forth with Bill Fleckenstein late last week, who said there is no PPT and no gold price manipulation; that there was nothing new in the Sprott Report. Then, this email from a Café member over another Planet Wall Street hypocrite:

Jim Grant made a statement about manipulation in the gold market that has to get you heated up. He said that if there was manipulation, it would have been proven by now. Clearly no one has presented him with the reams of evidence GATA has accumulated. Clearly he pays no attention to actual Fed statements regarding the willingness of the Fed to sell gold in order to contain the price. I always thought he was a pompous jack-ass who flaunts his Princeton degree a bit more than he should, clearly masking a large intellectual deficit. He's just another legend in his own mind. Dave in Denver and lowly University of Chicago biz grad...

http://www.mineweb.net/sections/gold_silver/484406.htm

***

Both Fleckenstein and Grant are very bright, well-followed, and both fancy themselves as contrarians in the Planet Wall Street world. However, both are about as establishment as it gets and refuse to examine the PPT/gold market manipulation issue with any degree of thoroughness they tackle other economic/financial market subjects. They just say they don’t believe it and say there is no proof. No proof? There is nothing but proof. What is so irksome is these hypocrites never contradict that proof with specifics where we are wrong. They just make blanket inane statements.

The reason for their inanity and disingenuous remarks on our issues is their clients are heavily Planet Wall Street oriented. Years ago, for example, JP Morgan was Fleckenstein’s most visible advertiser on his web site. Grant, featured on CNBC all the time, would probably never be asked back if he agreed with GATA (I have been banned for six years). Both are surely entitled to cater to their clientele, but they deserve ZERO credibility when it comes to their comments on the manipulation of the gold market and on the shenanigans of the PPT.

Hier ein link zu den Aden Sisters:

http://news.goldseek.com/AdenResearch/1126565484.php

@Edelman

Hoffentlich muessen sich die Gold und Silberbugs nicht gruen und blau aergern wenn der PPT den Gegenangriff macht der in der Pipeline ist.

Immer schoen die positiven Berichte zu lesen was so alles passiert mit dem Dollar und POG. Nach den 17 September (Vollmond) bis zum 3.Oktober erwarte ich jedoch einen Ruecksetzer.Naechste Woche koennte Gold daher wieder unter 440 $ fallen sagt mir mein Gefuehl und der HUI auf 205-210 wenn es ganz dick kommen sollte. Der PPT hat noch lange nicht kapituliert wie manche Analysten glauben,die halten noch schoen den Deckel auf die 450 $ und werden bald fester druecken IMO.Man sollte daher vorsichtig sein, speziell wenn die meisten Analysten alle positiv ueber Gold schreiben und den Bullrun in PM offiziell ausrufen.

Fuer mich unverstaendlich warum Guru M sagt das erst ab Juni 2006 der grosse Anstieg passiert.
Ausgerechnet im Sommer wo Gold immer unten ist kann ich ueberhaupt nicht glauben, ausser es passiert ein Drama in den Zeitraum.

Es sieht jetzt schon so aus das Gold nun eine Talfahrt beginnt und die 450 $ Grenze nicht 100%tig geknackt wurde wie es von vielen erwartet wurde. Ein anderes Anzeichen fuer eine Talfahrt auf die 440 waere ein Anstieg ueber 88 beim USD/Index. Ich hoffe der bleibt unter der Marke.

Mal schaun

Mfg

XAX

Short-Term Geocosmics:

Mars retrograde. It happens every 26 months, and lasts about 10 weeks. And it will soon arrive, October 1-December 10. When I wrote my first market book, The Gold Book: Geocosmic Correlations to Gold Price Cycles in 1982, it was the Mars retrograde cycle that drew me into this study. At the time, Gold had only been trading for 8 years on COMEX futures exchange. But during that period, there had been three Mars retrograde cycles. In all three cases, the high or low of the year formed within three trading days of the retrograde. In each case, it reversed the trend going into the retrograde, and embarked upon a counter-trend move that resulted in the lowest or highest price of several weeks within 4 trading days of the direct date. In other words, it exhibited just the opposite trend during the retrograde period as it did prior to the retrograde period. And when the retrograde ended, it returned back to the original trend. It was amazing!

Well, it didn’t continue that impressive pattern in every instance afterwards. But then again, new yearly highs or lows weren’t forming in every instance afterwards either as Mars went retrograde. However, they are now. Gold prices are very close to their highest levels in 17 years!
If they stay strong as we enter the Mars retrograde period, then there is a chance we will see sharp 8-12 week decline from this high, and then resume the bull market again. But it is not just Gold prices that are vulnerable to a complete trend reversal during Mars retrograde. The currencies can do the same thing. So be ready.

This week has some interesting geocosmic signatures too, which were discussed in great detail last week (see that column for more details). Thus it is possible that some markets – like stocks – could make major or primary cycle crests at any time, and then reverse sharply.

Hallo,

solange sich die Geldmenge erhöht, sollte man auch mit steigenden Kursen rechnen. Auch in anderen Anlageklassen. Sobald sich die Inflation allerdings auf die Unternehmensgewinne niederschlägt, weht ein ganz anderer Wind.
Sinkende Unternehmensgewinne treiben die hochverschuldeten westlichen Staaten in eine auswegslose Situation. Wenn dies für alle deutlich sichtbar wird, fließt das Geld vermehrt und sicher auch exorbitant in Edelmetalle. Unter dem Motto: "Rette sich wer kann" - oder abgewandelt: "Rette noch, was du kannst oder hast".

Ob (Industrie)Rohstoffe unter diesem Aspekt ebenfalls auf lange Sicht profitieren, kann angezweifelt werden. (zu erwartende geringere Nachfrage, da selbst Asien unter einer weltweiten Wirtschaftskrise leiden könnte)

Gold und sehr wahrscheinlich auch Silber sollten die größten Profiteure sein.

@ Hallo Aladin,

wie gesehen habe ziehst Du den Mondzyklus mit in Deinen Betrachtungen mit ein. Viele Jahre verfolge ich diesen Zyklus auch muss gestehen, dass er ziemlich genau ist.

gruß hpoth