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

Aladin

danke für den grandiosen Peter George!!
Muß ich mir mehrmals durchlesen,weil so schön.

Folgende Passage für Superoptimisten
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Now is come-uppance time.

In the interests of simplicity, the writer intends accounting for these earlier attempts at suppression, and the hedge positions that remain, by lopping 2 years off the end of Lassonde’s 14 year super cycle and making it 12. The actions of large hedgers delayed the start of the market at the outset. Now, as they run for cover, their actions will have the opposite effect.

If we take August 1999 as starting point for the current ‘bull run’, then we have completed the first 6 years of a total 12-year super-cycle. That leaves another 6 years to go – termination date August 2011 and ultimate target $3,500 an ounce. A full justification of this forecast will be provided in the body of this report.
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Mit einem Bruchteil dieser Vision wären wir happy!!

Grüsse

Neenee,kein Kommafehler. Ist aber eben eine Perspektive

Und nun kommen ,wie gerufen, die unvergleichlichen Aden-Sisters:

Aden

Der Schlußabsatz!!:

For now though, the bull market is alive and well and it looks like there are many good years ahead for this special metal. Based on the mega trend, this bull market is still young. Big money has been moving in but the public hasn't come into the market yet. Once that happens, the bull market will pick up steam and you'll clearly want to be on board.

Der letzte Absatz des Vorbeitrags bringt es auf den Punkt.

Wir sind von Höchstständen unglaublich weit entfernt !

Kursschwankungen sind normal und notwendig.

Leider schwankt auch mancher kundige Anleger noch stark zwischen Gier und Angst.

In einer Hausse, und wir sind gerade mittendrin,ist Angst der schlechteste Ratgeber.
Grüsse

Und was sagt "Mr.Gold" zur gegenwärtigen Situation?
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Wednesday, October 12, 2005, 11:18:00 AM EST

Author: Jim Sinclair

Gold to Breach $529 on this Move

Who has made more financial progress, the hot shot trader or the gold and good gold share committed investor? Forget the hot shot traders who claim continuous infallibility. The biggest winners are the stand and hold crowd. The next position is held by the sell 1/3 on strength TA correct, buying back the same way, and the last is the fool that thinks he/she can trade for insurance. Sure there are exceptions but 95% of them lose. Even the best of the best wins by quitting at a point of satisfaction. Trading is a zero sum game and by doing it all your life you live out your final days divorced and living in a cardboard box.

Gold is going to breach $529 on this move and will make significant new highs in the manner I have described in the past.

Lustiges Foto.
Nach dem Motto: Es ist nicht immer einfach,den Stier bei den Hörnern zu fassen!

Jaja die Crimex,da kommen ganz andere Gedanken in den Sinn........

China's growth projection to boost commodities
G. Chandrashekhar

Mumbai Oct 12

CHINA'S commodities bull story which has held everyone's attention in recent years, is far from over. In the near future, the Asian giant's growth could be even stronger than the scorching rate so far.

Support for this extremely optimistic view is drawn from China's Communist party endorsement of doubling the country's GDP per capita by 2010 as compared with the year 2000.

China has been one of the key drivers of the commodity market in the recent years. With economic buoyancy, rapid industrialisation and urbanisation came a strong demand for a wide range of commodities including energy (crude), base metals (copper, zinc) and agricultural goods (vegetable oil, soyabean, sugar, cotton).

The latest report of China's Communist Party plenum endorsing the country's goal of doubling its GDP per capita has sent a fresh wave of excitement and apprehension in commodity markets. The endorsement would imply a per capita real GDP figure of $7,687 (purchasing power parity adjusted).

Strong manufacturing and construction activity has driven Chinese metals' demand and continues to do so as reflected in robust fixed asset investment and industrial production.

Although demand for copper has risen substantially over the years, yet the per capita demand is still considerably low vis-à-vis Asian neighbours such as Japan, South Korea and Taiwan.
Despite being a large producer, importer and consumer, China's per capita consumption of many commodities is modest primarily because of a large population (1.3 billion), modest income levels and large rural population.
With the country set to pursue the objective of doubling GDP per capita, demand for a whole range of commodities — agricultural and industrial — is sure to soar.

For instance, copper consumption of a mere 1.9 kg per capita would more than double to 4.6 kg per capita by 2010 which would mean 6.3 million tonnes per annum.

In case of energy too, of which China is the world's second largest consumer, demand will more than double in the next 20 years, with extension of the energy infrastructure boosting aluminium and copper demand, experts assert.

For the world market that is already reeling under a bull run in many commodities, the latest China story is sure to provide a further shot in the arm. The report is highly supportive to prices.

What is unclear at this point in time is to what extent it would impact the widely expected global economic slowdown due to high crude prices and what would be exchange rate policy China would follow.

Wenn wir die GATA nicht hätten!
Die müsste schlichtweg neu erfunden werden.

Leider wird die von den vielen Hasenfüssen und Lemmingen nicht gelesen,
die immer wieder nach den widerlichen Aktionen der Manipulateure umfallen.

Man kann nicht genug betonen, daß die FED nichts anderes ist als ein Kartell einiger US-Großbanken.

In dem ganzen Umfeld hält sich Silber gut.
Hoffentlich ist der Spuk bald vorüber.
Dann wird 500 $ bei Gold fällig!

Grüsse

Go For Mining Stocks, Says UBS
October 14 2005 - Australasian Investment Review – (AIR)

In the past two months UBS has made significant changes to its global economic forecasts, with higher oil price forecasts leading to lower growth estimates apart from China, where growth forecasts -on the contrary- have been increased.

As a result, and following recent weakness in share prices in the sector, the broker suggests the mining sector is offering good value.

Diversified mining remains the broker’s number one pick in the resources sector on 3, 12 and more than 12-month timeframes, the positive view a combination of long-term constrained supply and an expected increase in intensity of use.

While rating near the bottom of its sectoral picks on a three-month view, Energy is the broker’s second best sectoral pick on a more than 12-month view, followed by base metals.

While commodity Chemicals rates highly in a 3-month outlook, longer-term the broker suggests it is likely to produce the poorest performance of the resources categories.

In the broker’s top 15 global resource stock list there are six mining companies, namely Anglo American, BHP Billiton (BHP), Lonmin, Rio Tinto (RIO), Teck Cominco and Zinifex (ZFX).

Ein guter Beitrag,leider wieder mal in Englisch.
Roulston geht ausführlich auf Rohstoffe und Minen ein.
Sehr lesenswert.

Roulston

Moin Aladin

Der Artikel ist rundrum gut,hab meine Begeisterung im Zaum gehalten.

Zu heute :wenn die rd.470 hält,wärs doch nicht schlecht,
gegenüber dem, was so manche Eggheads verzapften.

Meinetwegen noch ein paar Tage,umso kräftiger wäre ein Aufschwung.

Grüsse

Aladin @

Paßt genau in unsere Philosophie: C$, aber auch in Aktien!!
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Thursday, October 13, 2005, 7:52:00 PM EST

By Gold or go Loonie?

Author: Jim Sinclair

Dear Jim:

I have had reasonable "luck" with the Euro in the last 4 years. Now I am trying to decide long term which might be the better item, gold coins or a Canadian dollar position. Can you help me?

CIGA Son of John

Dear Son of John:

We have to be both fundamentally and technically correct in order to have comfort in a long term investment position. We also need to define the character of the investment we are considering.

Gold coins as long term positions are bedrock investments made with free liquidity. Since I believe gold will go to $1,650, there is a multiple that makes gold coins attractive as I see it.

All currencies are paper relative to each other. That means they are valued according to their relationship with all other paper currencies and thence to gold itself.

I have often expressed my problem with the euro as its "success" is primarily based on a great public relations program that named a currency after nothing at all. It held well until the dummies in Brussels - not realizing what they did to make the euro a success - tried to make the euro into a currency representing a real country through political means.

Can you imagine that the leaders of the European economic community never realized why the euro was doing so well? These enlightened leaders assumed it was their effort that was being reflected in the success of the euro.

The euro represents no country as there is no country called Euro. When they tried to make a country EURO by the adoption of a political constitution, the basket of euro currency was revealed to be what it actually was - garbage. That made the dollar look good in comparison.

Now the dollar egotists are about to blow up in an inflation they do not understand nor have they anticipated. As a result, gold will outpace both the euro and the dollar. In time, due to levels of debt, the dollar will take the position as the low man on the totem pole again, making the euro a higher class piece of garbage. Let's hope that the citizens of virtual Euroland contain the geniuses in Brussels, making them stick with an economic union rather than feathering their political nests by inventing a new country named Euroland they will run into the ground.

The Cando (Canadian dollar or "Loonie") has long term positive technicals and with its huge oil reserves (second only to Saudi Arabia) is trading as a petro-currency. So it will outperform the US dollar. In years to come, the fact that Canada has the most potable water on earth will compete with petroleum as reasons for owning the Loonie. In my opinion, where you must carry a currency position, make it primarily the Cando.

Regards,
Jim