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

  • hi,
    was sehe ich da: usdx von 89,40 auf 89,20 zurückgefallen.... ;(


    edel, edel,


    ich sehe in meinem wasserglas voraus, dass du auch noch bildchen reinstellst -wenn`s von 90,..
    von 91, ..
    von 92, ..
    von 93, .. mal kurz zurückgeht :]


    ich kann also beruhigt weiter in euro/usd short verdienen.


    gold/minen werden weiter zurückkommen.
    2006 plane ich einzusteigen.



    in diesem sinne,
    "gute trades en masse" 8)

  • Unser Nachbar geht auf die 70 zu und ist Inhaber einer mittelständischen Firma. Seine Frau hat - unter dem Siegel der Verschwiegenheit - mitgeteilt,
    dass sein Mercedes hinten recht tief lag, als er aus Luxemburg zurückkam.


    Ich hatte Ihm Ende August Ferdinand Lips's "The Gold Wars" zum Lesen
    ausgeliehen. Er hat das Buch immer noch.


    Die Dinge prägen sich


    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)

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    Moin germoney


    Das mit den Derivaten konnte ich mißverstehen,sorry.
    Diese Geschichten hab ich auch alle zu Genüge hinter mir.
    Sind spassig,manchmal aber auch nicht.
    Ist sicher auch Sache des Temperamentes und längerer Erfahrung.


    Deine Überlegungen zu den zyklischen Tiefs in Relation zuelnander sind
    sehr interessant ,halt uns mal auf dem Laufenden.


    Mich tangiert das nicht so sehr, weil ich nur mal die Spitzen abtrage,
    umschichte und ansonsten Trendfollower bin.


    In Energiewerte überhaupt reinzugehen ist völlig richtig,
    ich bedauere,das nicht schon früher getan zu haben.


    Fonds mag ich nicht,hab das an anderer Stelle schon ausgeführt.
    Da ich genügend Werte habe,einige in sehr frühem Stadium gepickt,
    ist die Performance des Depots "zufriedenstellend". ;)


    Den physischen Bestand baue ich kontinuierlich aus.


    Grüsse

    • Offizieller Beitrag

    rollover


    Also,den Spaß,mit Derivaten schnelles Geld zu machen,gönne ich dir aufrichtig.
    Kenne das nach über 20 Jahren an der Börse zu Genüge.


    Da lasse ich mich sogar als Kontraindikator werten. ;)


    Daß der Dollar in schizoider Einschätzung der Märkte auch
    noch steigen KÖNNTE, ist doch nicht zu bezweifeln !


    Aber einen Investor wie mich erschüttert das nicht im Allergeringsten!


    Und da geb ich Dir Recht ,wir machen unsere lästerhaften Spielchen alle mit diesem
    unsäglich überbewertetem Fiat Greenback,bis der endlich da ist,wo er mal endet :
    nämlich bei rd.60 !! :]


    Grüsse

  • Hallo, Edel Man,


    Ich bin - überwiegend, vom Kopf her, überzeugt, dass der USD den Bach
    runtergeht. Mein "Bauchgefühl" sagt jedoch, dass es in einer Zwischenphase,
    ähnlich wie beim Pfund nach 1913, zu einer Stärkung des USD kommen kann, allein darauf beruhend, dass er die Währung ist, in dem die grössten
    Schuldwerte notiert sind. (War damals, als das Pfund die Leit/Reservewährung war, ähnlich verlaufen). Ich sehe daher einen USD oberhalb von 0,925 - im Übergang - nicht als vollkommen abwegig.


    Was 0,60 betrifft: Ich glaube, dass dies von allen möglichen Kräften,
    wenn nicht verhindert, zumindestens hinausgezögert wird.


    Bei einem USD von 0,60 (zum EUR und im entsprechenden Verhältnis
    zu anderen Währungen), ist dann soviel Buchgeld vernichtet worden,
    dass wir uns mitten in der grössten Deflation befinden, die dieser Planet
    bisher erlebt hat.


    Gruss


    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)

    2 Mal editiert, zuletzt von germoney ()

  • germoney


    Da stimme ich Dir soweit zu, ich denke mal das schlimmst ist nun vorbei beim POG und POS.
    Das Rad sollte sich ab heute wieder drehen, Richtung Norden. ;)


    Nur da denke liegst du falsch:


    ""Ich gehe dann davon aus, dass diese
    0,60 erheblich mehr Kaufkraft haben könnten, als die jetzigen.""


    Wie soll das denn gehen ? ?(



    Have a nice day



    XAX

    3 Mal editiert, zuletzt von Aladin ()

    • Offizieller Beitrag

    Ein Auszug von Rick´s Picks,der seit längerem auch wieder optimistischer wird:
    -------------------------------------


    Rick’s Picks


    Wednesday, November 2, 2005


    For investors who’d rather be smart than lucky :]


    Gold is starting to look attractive again. We’ve been waiting for a buying opportunity since mid-October. That’s when the Comex December contract touched 483.10, a single tick above an important hidden-pivot target at 483.00 that I’d flagged several weeks earlier. Here’s what I wrote at the time, on September 28:


    Upside targets for the December contract could not be much clearer. A hidden pivot at 483.00 is my minimum projection, but if the futures close above it, or trade higher than 484.10 intraday, you can confidently expect the next hidden pivot to be achieved, at least: 500.00.
    Nothing has changed since. Which is to say, a run-up to $500.00 is all but guaranteed if and when the December futures surpass 484.10. We needn’t wait for the breakout to jump aboard, nor shall we. Yesterday, in fact, in an alert disseminated via the Bulletin Launcher, I recommended bidding 457.30 (a hidden-pivot support) with a stop-loss of just 40 cents.

    • Offizieller Beitrag
    Zitat

    Original von germoney

    ...... zu einer Stärkung des USD kommen kann, allein darauf beruhend, dass er die Währung ist, in dem die grössten
    Schuldwerte notiert sind. (War damals, als das Pfund die Leit/Reservewährung war, ähnlich verlaufen).


    Da liegt doch der Hase im Pfeffer,wie wir alle wissen.
    Solange der Unsinn der Chinesen und Japaner andauert,kann sich alles noch verzögern,dh.der Kollaps des $.


    Wie schwach der $ ist,zeigt die gestrige Leitzinserhöhung:Reaktion=0
    Bei den vielen Zinserhöhungen der letzten Zeit wäre jede andere Währung durch die Decke gegangen.


    Damit hatten wohl Mahendra (und einige seiner Anhänger ;) ) gerechnet.


    Grüsse

  • Gold Action


    The gold price is breaking upside


    Dr. Clive Roffey
    1 Nov, 2005



    The gold price is breaking upside and looking ready to attack the $500 level. But the major aspect of the gold market is the potential acceleration of gold share prices. They have all finished a minor correction over the past few weeks and are ready for some serious upside strength. Most of the share charts are indicating another 50% charge by the end of the year. This is not a stalling market but an accelerating one.


    The main feature of the gold market revolves around the Rand. For the past few months I have constantly detailed that whilst the Rand last year was one of the world's strongest currencies that I was looking for a dramatic change in this to become one of the weakest currencies. Over the past few weeks the Rand has started to weaken against the leading global units and the chart data indicates a serious sell off in value for the next six to nine months.


    A fall in the Rand to under R7 to the $ would precipitate a catapult in the share prices, especially if this were to be coupled with a running gold price. The rand price of gold remains the key to South African gold share performance.


    Many analysts are focusing on the short term potential for the gold price to be mapping out a head and shoulders top pattern that indicates a downside to $450 if the neckline support breaks at $463. This is a wait and see situation as a move above $475 will negate this head and shoulders possibility.

  • Oops, habe da gleichzeitig 2 Gedanken gewälzt, und dann vollkommen Blödsinn geschrieben und zusätzlich nicht Korrektur gelesen.


    Sorry, ignorier es.


    Ich werde es auch gleich verbessern.


    Gruss 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 ()

  • Das Martin Siegels täglichen Kommentare mehr oder minder schlampig geschrieben sind, diesen Verdacht hab ich schon lange. Da wird der gleiche Text wochenlang benutzt und nur einige wenige Sätze werden geändert bzw. aktualisiert.


    Allerdings hätt ich gern das Zeug, was er heute geraucht hat: :D


    Zitat

    Mittelfristig wird der Goldpreis durch eine breit angelegte Aufwärtsentwicklung der Basismetallpreise und des Silberpreises unterstützt, der sich vom Goldpreisrückgang abkoppeln konnte und relativ stabil notiert

  • Echte Währungsreformen waren in der Vergangenheit weit größere Einschnitte in die Vermögenswerte meist über dem Verhältniss Alt 10 = 1 Neu und gennerell sehr plötzlich eintreffend.
    Der schleichende Wertverfall über 90 Jahre beim USD zählt daher m.E. wenig.
    Daher halte ich eine Währungsreform bei 0,60 USD für "unrentabel" :D
    Da muß m.E. noch ein brutaller Paukenschlag kommen 8)

    Ende gut alles gut.

    • Offizieller Beitrag

    Das ist doch völlig richtig,Osterhase.
    Persönlich glaube ich auch nicht sehr,daß die Amis sowas machen.
    Die fahren eher fast alles an die Wand.


    Hab im übrigen gesagt: "Wenn stattgefunden..".
    Dann kannst Du jeden Wert,auch 10 (in Deiner Definition 0,1) einsetzen. ;)


    Grüsse

  • - Alert reader Norman Z sent me the note that David Dodge, who is the chief honcho dude at the Bank of Canada (the Canadian central bank), supposedly said "The world should expect an abrupt and disorderly economic correction in (by) 2007." Now, I cannot verify this report, but I say that I could not agree more, which I cleverly indicate by saying "I could not agree more." And if you want to see what happens to the price of gold when "an abrupt and disorderly economic correction" happens, then you are about to get a real lesson.


    Nick Chase, author of The Contrarian's View newsletter, has a warm place in my heart because not only does he have nothing good to say about Ben "Bonkers" Bernanke, the new chairman of the Federal Reserve, but he is also very hip to what the ramifications are of so much money and credit being created. As another feather in his cap, he also agrees with Mr. Dodge, in that "In 2006 will come the hangover after the party.... the bear market will return with a vengeance."


    - The Gold Report reports "Dubai wants to be the Switzerland of the Arab world and a world financial center. So they're doing the smart thing." As evidence of that, they note that Dubai will "launch a gold futures exchange on Nov 22, with South Africa's Standard Bank among 50 founding members. gold and silver options contracts would be launched in the first quarter of 2006." :))


    - Bob Wood, of Kaizen Managed Assets reported that Jim Cramer, the manic stock picker :D on his own CNBC television show called Mad Money, "has deftly staked out positions on both sides of the debate. While pounding the table on his own show every day for which stocks he wants you to buy right now, I caught his appearance on the Colbert Report. Cramer said he was a long term bear on the domestic stock markets. You read that right. He's bearish long term on U.S. stocks."


    - To show you the arrogance and intellectual impoverishment of business in America, get a load of this: "Auto supplier Delphi Corp. said Friday it has beefed up severance packages for top executives in order to encourage them to stay on as the company prepares for a major restructuring that could include bankruptcy." Hahahaha! These are the same guys who mismanaged the company into the toilet, but they are giving themselves more money to encourage themselves to not run away like rats deserting the ship, even as the employees, retirees, stockholders and bondholders are in the process of being screwed royally! Hahahaha! Delphi could have saved itself the money, as who in the hell would hire any of these blockheads anyway? Hahahaha!


    - Bill Murphy of LeMetropooeCafe.com is really suspicious of the action in gold here lately. He says "The gold Cartel knows their ill-conceived scheme to manipulate and suppress the price of gold is going down. The price of gold is going to take off in the months and years ahead." So the way to capitalize on this slimy mess is to buy gold whenever the price is manipulated lower like this. I will point out, in case you are wondering, that this strategy has worked like a charm for years, and everybody who bought when the price inexplicably fell like this made a nice profit when the price of gold subsequently rebounded, as it always does nowadays. And I am pretty damned sure that it will continue working like a charm, too.


    The surprising thing is that Mr. Murphy says that the guys on the Comex "have rarely ever seen anything like it", but that Goldman Sachs, alone, is doing all the monster selling that took gold down so dramatically here lately.


    And Mr. Murphy sees the Bush Administration in this mess up to their eyeballs, as the White House knows that "If the US stock and real estate markets go against them in a significant way, they know they are done for", and a rising gold price is always seen as a reason to sell stocks and bonds and houses. Ergo, White House complicity in rigging the gold market! X(

    Einmal editiert, zuletzt von Aladin ()

    • Offizieller Beitrag
    Zitat

    Original von Aladin
    -
    - To show you the arrogance and intellectual impoverishment of business in America,

    - Bill Murphy of LeMetropooeCafe.com is really suspicious of the action in gold here lately. He says [B]"The gold Cartel knows their ill-conceived scheme to manipulate and suppress the price of gold is going down.


    And Mr. Murphy sees the Bush Administration in this mess up to their eyeballs, as the White House knows that "If the US stock and real estate markets go against them in a significant way, they know they are done for", and a rising gold price is always seen as a reason to sell stocks and bonds and houses. Ergo, White House complicity in rigging the gold market! X(


    Mogambo at his best again!


    IÜ "impoverishment" = Verarmung :]

    • Offizieller Beitrag

    Gold: The financial Story of the Century


    By Louis Paquette
    November 2, 2005

    But what will drive the next phase of the gold bull market?


    Next month marks the five-year anniversary of the Bull Market in Gold Stocks. I remember the very bottom well, after mulling over what was wrong with the gold sector for many months, finally timidly nibbling on Franco Nevada in December of 2000. It was both the smartest and dumbest thing I may have ever done. Smart enough timing, given this was just about the precise turning point after a 20-year decline. Dumb, for being timid about it.


    The bull market began for the most basic fundamental of reasons. Sub-$300 prices were unsustainable because it was getting too close to the average cost of production. Lack of incentive to find and mine the metal would eventually severely restrict supply.


    The crash of the US Dollar Index starting in early 2002 kicked off another phase of the bull market, driving gold to new multi year highs again by the end of 2004.


    Lately, gold is decoupling from the Dollar and is rising in all currencies. The long term price chart is telling us a new phase of the bull market has begun when it broke through $450 in September to reach new successive 17-Year highs (the HUI Index has yet to confirm this new phase, but I believe it will, and soon enough).


    "..a mere five years ago, Gold was considered the laughing stock of the financial community."


    But what is driving this new wave of buying? Any bull market requires an increasingly larger circle of buyers to relieve earlier participants of their positions. Well, steady demand for jewellery for one, growing 16% in the first half of 2005. Jewellery demand sets the underlying base price range for gold, making up close to 80% of annual global demand. But the big price swings over time are caused by changes in Investment demand. And that demand is growing at triple digit rates.


    Why this sudden acceptance? After all, it was a mere five years ago that Gold was considered the laughing stock of the financial community. Attitudes beliefs and perception, even when wrong, are very slow to change. My belief is that the average person, who never previously considered gold as an investment, is just recently beginning to come to grips with some of the serious problems that lie ahead (concerns outlined in our previous Issue for instance).


    Given enough information over long enough time, eventually, the ugly reality begins to sink in. That, extremely poor relative returns for a fifth consecutive year now and people’s emotions, are what I believe are instrumental in driving the gold markets today and should continue to do so for some time to come.


    Gold Stocks vs. Wall Street - who's laughing now?


    Soon, mutual fund companies, brokers, insurance companies and the like, are going to start publishing their one, three and five year performance histories as folks begin preparing for another round of retirement savings contribution and tax return deadlines. Middle class Americans who have been afraid to look at their statement all year, but who have been faithfully stashing their retirement savings into mutual funds, which reflect the U.S. Stock Markets - are in for a big shock. After FIVE consecutive years now - funds reflecting Wall Street are still showing NEGATIVE returns.


    The Dow appears to have roughly broken even. Funds mirroring the broader S&P 500 definitely had negative returns, while investments reflecting the NASDAQ experienced what appear to be double-digit Negative returns.


    It gets worse. From those poor returns, subtract another 2% for inflation over five years, or another 10%. And then to add insult to injury, fund holders are charged another 2% "MRI" fees per year over five years. ANOTHER 10% - gone.


    Now, overlay those horrible returns for a fifth year running - against shares of quality Gold mining stocks over the same period. The results are truly shocking. Over the same period, senior undhedged gold stocks are not up by double-digits, but a shocking 400% to 500%! That's an average of something like +80% every year!


    The next phase of the gold bull market which I believe is just getting under way, will be driven by this kind of information over long enough time combined with the resulting raw emotions of envy, greed, fear and anger at how people have been betrayed by Wall Street.


    The stigma is gone


    One might question, in this Internet age of instant information - why did it take so long to sink in? Sure the information may be available. Beliefs change slowly, denial is an extremely stubborn trait! Also groupthink is important here - nobody wants to be part of a "fringe group” that the gold bugs were perceived as before. But now that the financial news networks are talking up gold on a daily basis, the sector has lost the stigma that was once attached to it. Indeed, the fools are increasingly looking more like the ones who have continued to have faith in a recovery on Wall Street.


    Faced with a topping housing market, a gradual recognition of the Debt Bubble, along with the growing recognition of Gold as a stellar investment performer by mainstream financial media, folks will turn to the one financial asset investors can trust so far this century. That is, Gold and Gold stocks. :))
    ***

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