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

  • Hallo zusammen


    Anfängerfrage


    Hat von Euch eigentlich jemand eine Ahnung wie es mit dem Geldmengenwachstum des € momentan aussieht? Kann es nicht vielleicht sein das im Moment der €-Ballon aufgeblasen wird um den $ zu stützen.
    Würde auch das plötzliche Steigen des Goldpreises erklären.


    Haben sie ja zuerst mit dem Yen und dann mit dem $ auch gemacht.


    Trilaterale lässt grüßen!


    max

  • Hey Max, klar da sind so viele Blasen die werden poppen. :D


    Papiergeld wird krachen, zurueck zu wahren Werten die nicht gedruckt sind.



    Servus


    XAX


    What's Holding Gold Back?


    By Bud Conrad
    The International Speculator
    Sep 27, 2005


    Before attempting to answer this question ("What's holding gold back?"), we have to ask: "Is gold being held back?"


    A starting point in trying to answer this question is to look at how gold is faring compared to oil, the "ultimate" commodity in that it pretty much powers the world. As you can see in the chart below, historically gold has closely tracked the price of oil. You can also see that, even before the recent hurricanes, gold has started to significantly lag oil prices.


    The Direction for Gold Will Eventually Be Up


    The real source of gold's rise will be the failure of the world's paper currencies at being stores of value. When currency crises force the central banks to stop their gold sales, we will know that the dollar is in serious trouble and prices of all commodities, including gold, will move much higher. Because gold has been held back, it could well jump more.




    http://www.321gold.com/editorials/casey/casey092705.html


    Gnight Amigos, hold the line and fire for now, Thursday we can shop again when the dust has settled.... 8)

  • Hecla's CEO sees silver price up in double digits


    Tue Sep 27, 2005 04:08 PM ET


    DENVER, Sept 27 (Reuters) - Silver prices should rise to $10 per ounce or higher in the next few years, from the current spot price at $7.25, supported by the market's supply/demand fundamentals and gold's upswing in price, a top executive at Hecla Mining Corp. (HL.N: Quote, Profile, Research) said on Tuesday.
    "Our view is that we will see double-digit silver prices in the next few years," Phillips Baker, Jr., Hecla president and chief executive, said in an interview on the sidelines of the Denver Gold Forum. "It will go from $7 to $10, or higher."

  • Mir geht gerade soviel durch den Kopf, dass ich vor lauter Fragen keine
    guten Antworten mehr finde. So zeige ich einfach meine Fragen:


    Germoney

  • September 27 - Gold $462.40 down $2.90 - Silver $7.25 down 4 cents


    Blatant Gold Cartel Raid After PM Fix Fails Just As Noticeably


    "The efforts which we make to escape from our destiny only serve to lead us into it." ---Ralph Waldo Emerson


    What a day! The first part of this MIDAS was written as The Gold Cartel bombed gold for $8 at one point. A disgusted MIDAS followed the action and reported on the absurd goings-on. For most of the Comex trading session it appeared my short-term analysis of the market was faulty with the tone of the MIDAS becoming shriller as each hour passed.


    However, once again a Funny Thing Happened On The Way To The Gold Cartel Forum. Instead of collapsing like it always used to under these assaults, gold staged a FURIOUS rally and closed $5 off its low. I can’t recall any other time since the Café opened in September, 1998 when we have seen late action near the close like this during an orchestrated raid to send the fund longs packing.


    This further confirms that:


    *Gold is indeed trading differently.
    *The Gold Cartel continues to take every opportunity to cover their shorts when they can.
    *The mainstream gold market commentary is "out of it." The cash market was firm to higher this morning with the euro off sharply, near 120. Then, after The Gold Cartel attacked, the clueless gold pundits began blaming the gold drop on the strong dollar. Yet, gold rallied $5 off its low and the euro is still around 120, down .73.


    ***


    The backdrop and mystery in the world/US financial markets is both intriguing and growing more intense. To set the stage for this commentary:


    *The AM Fix was $465.65 and 387.07 in euros. I believe the euro Fix was the highest in 18 years.


    *The dollar supposedly rose on this news:


    Sept. 27 (Bloomberg) -- The dollar rose to a two-month high against the euro and yen after Federal Reserve Bank of Kansas City President Thomas Hoenig added to speculation the central bank will keep raising interest rates. –END-


    Yet, ignored this news:


    Sept. 27 (Bloomberg) -- German business confidence unexpectedly rose to an eight-month high in September as the euro's retreat against the dollar helped exporters before an election stalemate darkened the economic outlook.


    The Munich-based Ifo institute's business confidence index, based on a survey of 7,000 executives, rose to 96 from August's 94.6. Economists expected a decline. Ifo said the 20 percent of replies received after the Sept. 18 vote tended to be more pessimistic than answers before the election.


    ``It shows there's a certain resilience in the German economy's momentum,'' said Silvia Pepino, an economist at JPMorgan Chase & Co. in London. ``Clearly the spike in oil prices and the political uncertainty have increased the risks of a slowdown in the fourth quarter. But today's report is encouraging. –END-


    *After two natural disasters, the dollar is on fire. Planet Wall Street would have you believe this is due to investor concerns of future US rate hikes, despite the increasing poor US economic reports. If this is so, why is the US stock market not going down, way down after the recent horrific events in the Gulf? After all, when it rallied over the past couple of weeks, the credit was given to a Fed who would stop raising rates.


    *While the dollar is on fire (which I believe is almost solely due to coordinated central bank intervention), what is going on behind the scenes is a different story:


    Hi Bill:
    Just had a phone conversation with a well plugged in source in Hong Kong. He tells me that US dollar flight has grown to the point that UBS now has twelve separate desks, each handling one of twelve regions of the US -- and each manned by a US expatriate -- for dollar conversion into Swiss Franc denominated assets. While the official sector may be coordinating in buying dollars, this is the type of transaction that's occurring in the private market.
    Best,
    Jeff


    Yesterday, we saw the DOW rally straight up 40 points near the end of the day without a downtick for no apparent reason. The PPT is propping up the US stock market, the central banks are boosting the dollar (as stated they would), and The Gold Cartel is all over the gold price, holding it hundreds of dollars per ounce lower than it should be.


    The US economic news was just released and it was far worse than expected:


    10:00 Aug. New Home Sales reported 1.237M vs. consensus 1.35M
    Prior revised to 1.373M from 1.41M. Homebuilders are moving lower in initial reaction.
    * * * * *



    10:00 Sept. Consumer Confidence reported 86.6 vs. consensus 95
    Prior reading revised to 105.5 from 105.6.
    * * * * *


    10:04 New Home Sales, Consumer Confidence weaker than expected
    The sharp decline in Consumer Confidence to 86.6 in September from 105.5 in August will exacerbate fears that the recent spike in energy prices is undermining confidence, and ultimately spending. The 86.6 reading was well below the 95.0 consensus and was the lowest reading since October2003. New Home sales also showed weakness in August, falling to 1.237Mvs the 1.35M consensus. Here again, fears about the impact of rising energy prices on consumers will be heightened by this report….
    * * * * *


    The drop in Consumer Confidence was the largest in 15 years.


    Market’s response:


    *Gold was hit for $3
    *The stock market, dollar and bonds barely budged.


    All of this is with gasoline two cents higher.


    From a Planet GATA perspective the market analysis that makes sense to me is the PPT, Gold Cartel and other central banks are in a massive market coordination to prevent a meltdown in the US. What other explanation could there be for the US stock market action? Since when are disappearing consumer confidence, continually higher gasoline prices, and higher interest rates, a recipe for a steady to rising stock market? How is this bullish for the dollar when the Bush Administration has pledged hundreds of billions to shore up the Gulf, yet offered no way to pay for it?


    Clearly, orders have gone out from On High to rig, and rig, and rig, until the Orwellians can figure out what to do and how to spin. President Bush’s ratings are scraping the bottom of the barrel with the US real estate and stock markets at an aggregate all-time high. When they go in the toilet, Pres Bush will be lucky to have ratings above single digits. AND THEY KNOW IT, especially with Iraq falling apart and no way out of the mess that won’t do even more harm to the geopolitical scene.


    The PM Fix, where physical market pricing was concluded for the day, came in at $464.10, down a little more than $1 from the prior Comex close, however, gold is now falling like a stone. Once again, an unbiased mind can see how rigged the gold market is and how aggressive The Gold Cartel is when they want to be. Time and time again they make their move after the PM Fix when they can take the price down with little short-term resistance, as the cash market buying is over for the day.


    All morning long the cash market was firm. Then, on top of that, the US economic news stunk. So why would gold drop $4 on negative news for the dollar and confidence in the US? Why don’t any of the numbskulls in the mainstream gold world ever comment on this ludicrously managed market? They are beyond contempt. Practically all of ‘em.


    There are times when traders want to throw a rock through the screen. This is one of those times. The Gold Cartel is bombing gold as part of the orchestrated manipulation of the US financial markets. With consumer confidence naturally falling apart in the US, the Orwellians can’t let gold keep moving up to reflect the deteriorating confidence picture.


    Should gold close below $455, I will be wrong regarding a gold correction and the 95% in the mob calling for one will be right. This almost NEVER happens in a free market. I might have to chide myself because gold has corrected like this time and time again with everyone calling for a correction. My record on this score is dismal. It is beyond me how The Gold Cartel can keep getting away with this nonsense. Wonder how long it will be before the PPT ramps up the stock market? Let’s see. It’s 19 lower at the moment.


    I stand corrected on who were the buyers yesterday. Because of the aggressive nature of the buying yesterday (bidding through offers), the Comex floor thought the buying was for clients and not The Gold Cartel (the bank’s own account). This must have been the case as the gold open interest rose a sizeable 6740 contracts to 369,967. Had it been The Gold Cartel, the open interest would have dropped by close to that amount.


    Gold has now been hit for $8 on the day and the dollar is the same as it was this morning when the AM Fix was HIGHER than the prior Comex close. Gasoline is now up 6 cents and natural gas has turned up on the trading session. Except for gold, the US financial markets are barely trading, volatility shrinking (protect those derivatives).


    To support the above – from a London gold trader:


    Hi Bill,
    I was surprised how strong gold was this morning in London despite the weaker euro. Dec gold was trading between 468.50 and 469.50 even with the euro down near 1.20. With the end of access and the beginning of the floor session on comex gold is down over $6 for no particular reason! The mainstream press is saying it is because of the stronger dollar but the dollar hasn't moved since the AM session in London. It is clear they are going for the $457 level basis spot.
    Rgds
    M


    Recently Goldman Sachs recorded unbelievable profits. I can’t speak for their other trading activities, however, their gold trading contributes to these profits as a result of their violating the racketeering laws in the US. Trading on the wishes of the Working Group on Financial Markets, which they are charter members of, they attack gold on the Comex at the same time other bullion banks in the cabal make their move. While they have been net short all way up from $250, they have taken $10 to $20 out of the market probably 20 times or more since the bull market began in 2001. Thus, while they might be down $200 on the net short position, they have mostly likely cleared a net $50/$100 per ounce profit by blowing out the funds time and time again.


    Then you have to factor in the fact they had nothing but winners from 1998 until the bull market began in 2001.


    Here is the real kicker though. For the last 8 to 10 years they have borrowed gold from the central banks at 1%, or less, basically free money. They have taken this money to fund their own operations, or invested those funds in 4% to 5.5% Treasury vehicles.


    There are some out there who might believe today’s gold market bombing was due to availability of central bank gold under the latest Washington agreement. If that were the case, they would have sold at the London Fixes, where they would have received a far higher price. The action on the Comex was Gold Cartel derivatives selling at first to induce fund selling.


    Market is closed. WOW, what a rally! If that is the best the crooks can do, they are truly in deep, deep trouble. Gold just DOES NOT trade like this. Two days in a row the bums had the market failing, yet gold stormed right back.


    The low for the day: $457.40. One healthy looking chart:


    October gold
    http://futures.tradingcharts.com/chart/GD/A5


    Gold's big picture continues to firm up. Owners of physical gold continue to rack up gains around the world. No gold dumping from them, like the worked over funds, only more buying on the dips. The reasons to own gold continue to mount.


    From our STALKER source. His London gold dealer on Sunday was looking for gold to be pushed down to $458 and then rise into the $480’s. Doesn’t see much to stop it. For decades he says this week has always been a funky one because it is US fiscal year end. Expects gold to move higher next week.


    Just heard from the Comex floor. Everyone beginning to talk how the dealers are so quick to cover. Not like in the past. THEY SAY there is no sign of serious central bank selling. If there was, the market would not trade like this.


    The floor doesn’t use Planet GATA lingo, or descriptions, however, they are describing a scenario as laid out by MIDAS and GATA – one which has been developing for over a month.


    One other point to note from the floor. They are paying attention to the energy sector. Shorts are building, yet the trading volumes have been drying up. Possible upside fireworks here.

  • Da hat mein Ältester vor ca. 9 Jahren einen Spruch losgefetzt:


    "Oma, steig ma' auf 'n Stuhl"


    Als Oma dann auf dem Stuhl stand:


    "Toll, wollte schon immer ma' im Frühling 'nen Drachen steigen lassen"


    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)

    Einmal editiert, zuletzt von germoney ()

  • Gnight in SA heisst offfensichtich "Good Night", sofern ich etwas von den Aussies gelernt habe, "Gday" or "gidday"= "Good day" = Guten Tag


    Am schärfsten war, da war ich für eine System-Erweiterung bei einer
    österreichischen Tageszeitung (Innsbruck/Tirol)im Einsatz, und ich bekam einen "ganz, ganz frischen" Project-Director als Vorgesetzten, gerade 4 Wochen in der Firma, hatte gerade in Sacramento sein Appartment bezogen,
    Er war gebürtiger Aussie, (war vorher im IT-Dept. bei Fairfax News),
    in der ersten E-Mail, hat er sich nicht mal vorgestellt, aber eine
    sehr praktische Frage zu Innsbruck "How's the Tucker over dere" ...


    Ich habe tatsächlich zwei Stunden gebraucht, herauszukriegen, was Tucker
    bedeutet: plain'n'simple: Frass/Fressen


    Man lernt echt dazu, vorher wusste ich von den Aussies nur "Hash McAndy"
    einzuordnen, "alles in eine Pfanne"

    GMY


    p.s. bei euch in SA muss es doch eigentlich jetzt schon "Hühnerzeit",
    d.h. das erste Morgengrauen bereits am Horizont sein...
    bist ja noch eine schlimmere NachtEule als ich es bereits bin.



    Anyway, GNight,
    and fare well


    GMY

    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

    The Casey Files


    Doug Casey
    Sep 27, 2005


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


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


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


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


    The Casey Files


    Doug Casey
    Sep 27, 2005


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


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


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


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


    Casey


    "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

  • Gday ,Germoney


    Das mit dem G kommt von Australien und hat mit RSA nichts zu tun.
    Wir haben noch die selbe Uhrzeit wie bei Euch aber wenn ihr jetzt bald die Uhr um eine Stunde zurueckdreht dann ist es hier minus eine.


    Die Aussies sind coole Typen war dort fuer 2 Monate.


    Have a nice day at the Billabong with a Shila if you can.


    XAX

    • Offizieller Beitrag

    Das sieht spannend aus:

    • Offizieller Beitrag

    Auf Wochen-Höchststand,etwas überraschend schon:

    • Offizieller Beitrag

    Nicht :Mahendra! ;)


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


    "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

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



    Ugh.


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


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


    Sep 27, 2005
    Richard Daughty


    "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

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


    By Zachary Howard


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


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


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


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


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


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


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


    "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

  • Edelman,Ulfur,


    bekomme gerade über einen Börsen brief die Empfehlung,Kupfer zu shorten.Von 190 solls auf 130 runter gehen.Was der Mann schreibt hat immer Hand und Fuss.Könnte ( Könnte ) dies auch für den Silberpreis gravierende Folgen haben ?(


    Mahendra schreibt ja ähnliches ;)


    Grüsse


    kalle

  • Mahendra schreibt schon ab dem Frühjahr Kupfer in Grund und Boden. Seitdem ist Kupfer von 1,5$/lb auf 1,8$/lb gestiegen.


    Jetzt warten wir wieder einmal auf den Crash der Commodity Preise:


    I HAVE BEEN PREDICTING A MAJOR CRASH IN COMMODITY PRICES TO COME ANY TIME AFTER 2 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?


    Sechs Wochen oder sechs Monate oder sechs Jahre?


    ( Allerdings sagen viele Analysten ein Sinken der Kupferpreise voraus, da ab nächstem Jahr das Angebotsdefizit abgebaut wäre )

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