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

Hallo, Edel Man, bin jetzt seit Donnerstang wieder zu 93% drin.

Die Kauf-Absichten:

waren in den letzen 5-6 Tagen oft sehr "Blau"

http://iw.thomsonfn.com/iwatch/cgi-bin/iw_active?ind=134

Ich achte jedoch mehr auf das "price-relative-to-Gold" und die "
accumulation/distribution" -Entwicklung.

Hier als Beispiel einige Aktien aufgeführt:
(ABX, AU, BGO, DROOY, EGO, GFI, GLG, HMY, IAG, KGC, LIHRY, MDG,PDG),
alphabetische Reihenfolge, keine Preferenzen.

http://stockcharts.com/def/servlet/SC.web?c=AU,uu[w,a]dallyyay[dd][pb50!b200!f][vc60][iut!Lj[$gold]!Lf]&pref=G
http://stockcharts.com/def/servlet/SC.web?c=BGO,uu[w,a]dallyyay[dd][pb50!b200!f][vc60][iut!Lj[$gold]!Lf]&pref=G
http://stockcharts.com/def/servlet/SC.web?c=DROOY,uu[w,a]dallyyay[dd][pb50!b200!f][vc60][iut!Lj[$gold]!Lf]&pref=G
http://stockcharts.com/def/servlet/SC.web?c=EGO,uu[w,a]dallyyay[dd][pb50!b200!f][vc60][iut!Lj[$gold]!Lf]&pref=G
http://stockcharts.com/def/servlet/SC.web?c=GFI,uu[w,a]dallyyay[dd][pb50!b200!f][vc60][iut!Lj[$gold]!Lf]&pref=G
http://stockcharts.com/def/servlet/SC.web?c=GLG,uu[w,a]dallyyay[dd][pb50!b200!f][vc60][iut!Lj[$gold]!Lf]&pref=G
http://stockcharts.com/def/servlet/SC.web?c=HMY,uu[w,a]dallyyay[dd][pb50!b200!f][vc60][iut!Lj[$gold]!Lf]&pref=G
http://stockcharts.com/def/servlet/SC.web?c=IAG,uu[w,a]dallyyay[dd][pb50!b200!f][vc60][iut!Lj[$gold]!Lf]&pref=G
http://stockcharts.com/def/servlet/SC.web?c=KGC,uu[w,a]dallyyay[dd][pb50!b200!f][vc60][iut!Lj[$gold]!Lf]&pref=G
http://stockcharts.com/def/servlet/SC.web?c=LIHRY,uu[w,a]dallyyay[dd][pb50!b200!f][vc60][iut!Lj[$gold]!Lf]&pref=G
http://stockcharts.com/def/servlet/SC.web?c=MDG,uu[w,a]dallyyay[dd][pb50!b200!f][vc60][iut!Lj[$gold]!Lf]&pref=G
http://stockcharts.com/def/servlet/SC.web?c=PDG,uu[w,a]dallyyay[dd][pb50!b200!f][vc60][iut!Lj[$gold]!Lf]&pref=G

Ich lasse jetzt einfach mal laufen.

Schätze, dass ich - von unerwarteten Ereignissen einmal abgesehen - bis
Anfang Januar einfach garnichts tue.

Gruss

Germoney

Ich wünsch dir im Weiteren einen guten und erholsamen Urlaub.

Gruss

Germoney

Danke Germoney, viel Glueck mit deinen Kaeufen.
Ich mache jetzt auch nichts fuer lange Zeit und lasse nun alles laufen.
Die Kugel rollt wie beim Roulette.

Mfg

XAX

Werde ich gewiss nicht tun, versprochen, "grosses Pfandfinder-Ehrenwort".

Habe bis jetzt nicht einmal das - leicht versilberte - Kupfer aus den Augen verloren, FCX, war - alles in allem - meine beste Entscheidung in 2001.

Gruss

Germoney

Gold haelt sich gut zum starken Dollar, Hey der steigt und steigt.
Eure neue Koalition ???

By Peter Brimelow
CBSMarketWatch.com
Monday, November 14, 2005

http://www.marketwatch.com/new…AADEB%7D&siteid=mktw&dist

NEW YORK -- Even gold's friends seemed surprised by its
strength last week, rallying by 2.5% on the New York
Mercantile Exchange. The gold game may not be over yet.

Australia's Privateer, which bills itself as "the private
market letter for the individual capitalist," summarized the recent action:
"This was a 'recovery' week for the ... gold correction. ...
On the daily chart, last week's $16.90 gold fall pushed gold well below both its 10- and 20-day moving averages. The $11.50 rise this week has reversed the process."

The previous week's pummeling was severe. And this last week
saw a rampage by the dollar. Oil -- which many presume sets
the tone for gold -- was soft, world equities were strong.
If that were not enough, Germany's fledgling government has started talking about selling part of the country's gold reserves.
Yet gold did well -- better, in fact, than the simple dollar-denominated price suggests.

As The Privateer says in its omniscient way:
"By November 11, gold was at new bull market highs in terms
of almost every other major currency in the world. And this time, that includes at least one of the 'commodity
currencies,' the Aussie dollar ... all in the face of a
U.S. dollar index which has set new 2005 highs almost every
day this week."

Gold in euros was particularly impressive. It closed on
Friday at an all-time high -- actually above 400 euros per ounce, based on the Nymex close.

This is important, because on both occasions this year when
euro gold has broken into new high ground, considerable
follow-through buying appeared.

Equally impressive was that fact that the gold shares noticed. They've rudely ignored gold's strength this year, but maybe
not this time.

Chartist Martin Pring, a believer in the predictive powers of the sector's equities, assessed the Amex Gold Bugs Index on Thursday in his InterMarket Update as follows:

"The shares typically lead the metal at bottoms, and the Chart shows that they have diverged positively with it in recent weeks. ... If the shares can now rally above the 230 level
on a daily close basis, the odds would favor a successful assault on September's high. In that event, we would expect
the metal to be close on its heels."

(Pring's price point was pinged -- Friday's close was 234.26!)

Gold's friends have dark theories about why gold went down
the previous week. As Bob Bishop of Gold Mining Stock Report
put it:

"Q: What's the best time to rob a house? A: When nobody's
home. This was the same rationale behind last week's short
raid on the gold market, timed to coincide with the holiday closure of the Indian markets."

Why gold went back up, though, divides the letters.

The Gartman Letter, for one, has suggested there's been
some purchasing by smaller central banks. And Bill Murphy (LeMetropoleCafe.com) has a correspondent identifying South Korea's central bank.

Those who incline to a macro view, however, had an arresting fact to consider. It was well put by gold veteran James
Turk of the Free Market Gold & Money Report. Turk wants to "berate the Fed for an unbelievable announcement made
this past week. Without explanation, the Fed disclosed:
'On March 23, 2006, the Board of Governors of the Federal Reserve System will cease publication of the M3 monetary aggregate.' "

Not unreasonably, Turk concludes:

"Why does the Fed no longer want to report the total quantity
of dollars in circulation? They know what's coming --
massive amounts of dollar creation to fund the worsening
trade and federal government budget deficits. The Fed is
just doing what other government agencies already do when
they don't like the result of their statistical calculations. Like children, they play 'make believe.' "

The Fed might have been more discreet. But is gold watching?

-END-

Edel Man, das war so auf die schnelle gesagt, Gold in anderen Waehrungen muss man auch beachten.

Hoffentlich geht dem Tollar bald die Luft aus, wie heisst es so schoen:

The higher you climb , the deeper you fall.

After or around 11th. December 2005. ?

Nochmals, ....der gefaellt mir so gut.

Glaube nicht das es so ausgeht...

We'll see Edelmetall Freunde.

Edel Man

Ach wie gut das niemand weiss das Bernanke drucken kann so viel er will und niemand es mehr weiss.
.....Dollar staerker.... ???

You bet Edel Man, they can fool the market but not forever !

Die Cabals kriegen schon ihr Fett weg, was sagst du dazu ?, HW

November 14 – Gold $468.20 down 20 cents - Silver $7.74 unchanged

Increasing Talk Of Central Bank Gold BUYING, Very Bullish As Market Cannot Handle It
"The power of accurate observation is frequently called cynicism by those who don't have it."
- George Bernard Shaw (1856-1950)

The London AM Fix: $469.75
In euros: 399.96
Silver Fix: $7.8275

Gold was up a buck from the prior Comex close and silver 9 cents higher. That is the second day in a row the early morning silver call was sharply higher. MOST unusual.

Naturally, The Gold Cartel played their pathetically tiring broken record and immediately knocked gold down nearly $3 off its early Fix high as the Comex opened. While silver sold off, the bad guys were unable to take silver down on the Comex trading session as buyers were waiting for the gold selling to attract silver selling, which it did.

The most important news of the day concerned central bank gold buying and the growing concern of central banks to let go of what they have left. These stories made the rounds among the bullion dealers (I know because I was sent a copy of one of their comments):

Top Economist Foresees Central Bank Gold Buying

By Tim Wood
14 Nov 2005 at 05:14 AM EST

JOHANNESBURG (ResourceInvestor.com) -- Kenneth Rogoff told delegates attending the 2005 LBMA Precious Metals Conference that he expects central bank gold sales to be reversed in time. The Professor of Economics at Harvard was also bearish on the American economy and the US dollar especially.

"There are less compelling reasons to sell gold in future," Rogoff told the bustling conference ongoing in Johannesburg.

He noted that central banks would continue to diversify reserve portfolios which are presently heavily dollar weighted. He believes the uptake of euros will be limited for many of the same reasons the dollar is viewed less favourably, and that could provide room to buy gold.

Rogoff also said that low global inflation, which he expects to persist, provides an additional reason for central banks to own gold.

"It would make sense to reduce gold sales," he added…

http://www.resourceinvestor.com/pebble.asp?relid=14588

-END-

From Reuters
Monday, November 14, 2005

S.Africa c.bank says might up gold reserves

Mon Nov 14, 2005 2:33 PM GMT

JOHANNESBURG -- The central bank in South Africa -- the world's largest producer of gold -- might increase its gold reserves, its head said on Monday, but he gave few details.

"As part of our reviews on composition of our gold holdings, we may even consider increasing our gold holdings," Reserve Bank Governor Tito Mboweni said in a prepared text of a speech at a precious metals conference in Johannesburg…

http://za.today.reuters.com/ne…nessNews&storyID=2005-11-
14T123326Z_01_BAN445211_RTRIDST_0_OZABS-MINERALS-SAFRICA-GOLD-20051114.XML

-END-

This is terrible news for The Gold Cartel and their worst nightmare. There is NO ROOM for this sort of new buying in the gold market as the cabal already has to deal with a 120+ tonne per month supply/demand deficit, one which can only be handled with central bank gold selling and leasing. Central bank buying at this point in time will send the price of gold much higher, which of course is ALREADY happening. Contrary to what the pundits unanimously thought a year ago, gold has rallied $48 in 2005, despite the dollar going from 81 to 92. The reason is increased gold demand in general (India, etc.) and increasing central bank gold demand from likes of the Chinese, Koreans, etc.

A few points to make:

*Central bankers are sheeples. The notion that central bank selling is now relatively "out" will gradually have a meaningful impact.

*The latest mutterings about central bank gold buying are following what MIDAS has presented to Café members for some time – first the Chinese, then the Koreans. Of course, everyone knows the Argentines have bought.

*When we read mutterings and generalities like we have above, the odds are above 90% the same people have heard (know) what you have. The difference is specifics like those sent your way are not discussed by polite company in public.

*The Gold Cartel knows they are in BIG TROUBLE and are stalling the inevitable. One of their ways of damage control is to have Barrick Gold take over Placer Doom to prevent their toxic hedge book from blowing up, as it will be under Barrick’s US Government/ JP Morgan safe haven program.

*Rogoff isn’t particularly gold bullish in the short-term. Perhaps this stems from his bureaucratic nature. If the central banks slow down their selling and the Asian banks keep buying (start buying in the case of a few other central banks), the price of gold will not just go up, it HAS TO explode in the months ahead.

*I went to Pretoria, South Africa in early 2001 and two of the most senior officials of the South African Reserve Bank attended my gold presentation re the price rigging. The price of gold was around $260 at the time. They just laughed in private. However, they did send a representative to our GATA African Gold Summit in May of that year.

The GATA camp has long decried the gold supply/demand numbers coming out of the mainstream gold world. As Frank Veneroso said, they defy credibility they are so off base. The Gold Cartel aligned Virtual Metals came out with more of their nonsense today.

14 Nov 2005 13:21
Gold demand to outpace supply in 2005 -report

LONDON, Nov 14 (Reuters) - Gold demand is expected to be six percent more than supply in 2005 and the estimated deficit is supporting prices, an independent research group said on Monday.

Total gold demand in the current year was likely to be 4,019 tonnes, with supply seen at 3,791 tonnes, Virtual Metals said in a news release.

The report said gold prices in 2006 would average $430 an ounce.

$469.10/469.90 a troy ounce by 1250 GMT on Monday. Last month it surged to a near-18-year peak of $480.25.

Gold supply included mine production, central bank sales and recycled gold…

-END-

Their demand numbers are understated by something by more than 1100 tonnes. Frank Veneroso proclaimed earlier this year why the demand numbers of GFMS (and Virtual) have no credibility. It is easy to explain why, even for me. Note that there are no gold/loan or swap numbers in their gold supply equation. ZERO.

By the way, an FYI for you and a fun one. Jessica Cross is Virtual Metals. She has denigrated GATA (along with the World Gold Council, whom she is closely tied to) for many years. She is married to the former number two of the South African Reserve Bank. She also stated "categorically" in 2003 in front of a GATA colleague at a private sales meeting that gold would not get through $400!

Virtual Metals: $430 average gold next year!!!! We know that demand is increasing all over the world, and when it comes to supply:

Gold output to drop to 80yr low

14/11/2005 19:15

Johannesburg - South African gold output was likely to fall to an 80-year low of 300 tons in 2005 down from 346 tons in 2004, which was the lowest level since 1931, Andisa Securities gold analyst Dr Dave Davis said on Monday.

From 2006, South African gold output was likely to stablise at about 300 tons as a number of gold mining projects came on line like the South Deep mine, AngloGold Ashanti's (ANG) Moab Khotsong mine and new gold mining projects that Harmony Gold (HAR) was developing, Davis said at the London Bullion Market Association Precious Metals conference.

In 2002, South African produced 400 tons of gold….

-END-

Our STALKER source called and said his London bullion dealer source says demand for physical is brisk. This dealer is looking for the dollar to drop to the 87 to 88 area and for gold to clear $484 before year-end.

The gold open interest only rose 1884 contracts to 323,640, while the silver OI rose 414 contracts to 146,450. Both numbers are constructive. The gold open interest is very low, which means there is room for tens of thousands of specs to send the price up. The silver open interest continues to go into new high ground, suggesting silver is in play and the future physical market buyers are loading up with futures first.

Copper, platinum and palladium all closed higher today.