Ganz aktuell mit finsteren "Waves of Nature" 
Sein Dauerhochreden des Dollar ist schon nicht mehr nachvollziehbar.
Thai Guru's Gold und Silber ... (Informationen und Vermutungen)
- ThaiGuru
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Hallo Edel,
das 'sentiment' dürfte gegen den Dollar kippen, weil nach der Eröffnung der iranischen Ölbörse mit Fakturierung in Euro sich viele fragen: werden andere nachfolgen? Was wird China tun (bestimmt sehr, sehr vorsichtig taktieren)?
Das Volumen in Iran sei ja marginal, das allein könnte dem USD wohl nichts anhaben.
Gruss,
Lucky -
Yepp,Lucky
Irgendwann erfolgt der Deichbruch.Wirklich schwer nachzuvollziehen ,was den Dollar noch stützt.
Da befinden wir uns in guter Gesellschaft,aktuell Warren Buffett.
Der hatte sich eben mal in der Zeitachse verhaut.http://yahoo.reuters.com/news/…52495&related=true&rpc=44
Grüsse
Edel Man -
Behind The Bull Market
Mary Anne & Pamela Aden
The Aden Sisters
March 21, 2006
Courtesy of http://www.adenforecast.comThere was more tension on the geopolitical front this month, and there are few signs this is going to end soon. That's especially true in the Middle East where one event after another has been making headlines. The situation is intensifying and this will continue to affect the markets, particularly gold and oil.
COMPLICATIONS IN A BAD SITUATION
Iraq, for instance, is on the brink of civil war. Fighting and bombings have spread as the death toll grows daily. Iran remains a wild card and it's holding firm on its nuclear stand, despite worldwide disapproval.
The entire situation is turning into a quagmire. Many of the Iraqi insurgents are believed to be from Iran but there are ever growing groups from other countries too. Roadside bombings are averaging 1000 per month while Bush is warning of a long war. Intelligence chief Negroponte says terrorism may spread to other Asian nations, while Rumsfeld admitted the U.S. is losing the propaganda war to al Qaeda.
This was illustrated in surprising poll results several months ago. When asked, how much confidence do you have in bin Laden, over 50% of the respondents in Pakistan and Jordan said a lot and these are countries friendly to the U.S. The results were also high in Indonesia. Unfortunately, this sentiment seems to be spreading.
GOLD LOVES UNCERTAINTY
Wars often don't work out as planned. The Vietnam War was one example that hit close to home. Iraq has become another example and U.S. opinion has changed as a result.
Bush's approval rating has declined steadily and more than 60% of those polled feel the U.S. is seriously off course. Second term presidents have often had a hard time and it looks like Bush is not going to be an exception. But he's determined to carry on with his policies, which is bullish for gold because it'll mean ongoing deficit spending and ongoing global tensions.
When gold's bull market started in 2001 it wasn't yet clear what might fuel the rise. But as these factors have evolved, they nearly guaranty a continuation of gold's bull market for years to come.
Let's look at the money aloneREPERCUSSIONS OF AN EXPENSIVE WAR
The war in Iraq is now costing more than the Vietnam war, per month adjusted for inflation. Plus, the U.S. has already spent almost as much as it did in Vietnam, even though that war lasted 13 years. The U.S., however, can't afford it. So it's cutting social spending and other programs as it pours more money into military spending, which will be nearly half a trillion dollars in the year ahead. It's also creating money out of thin air to cover these expenses and that's why the budget deficit keeps hitting new all time highs. Very simply, the government keeps spending money it doesn't have.
FUELING INFLATION
As a result, all of this deficit spending and booming money supply is also fueling inflation, which has been on the rise for a while now. In other words, a loose money supply is the cause and price inflation is the effect. That's always been the case and it's happening again. And since gold is the ultimate inflation hedge and it reacts to world tension, that's why it's rising too.
The situation was very similar in the 1960-70s. As the war in Vietnam drug on, the government adopted a guns and butter policy it couldn't afford. Monetary policy was irresponsible, which almost always happens during times of war, and that eventually resulted in soaring inflation in the late 1970s. Gold also soared, hitting $850 in early 1980.
Chart Courtesy of Bridgewater Associates
We don't think we're exaggerating when we say the situation today is more serious than it was then. The spending is bigger, the deficits are larger and U.S. debt as a percentage of Gross National Product (GDP) is now at the highest levels since 1916, and probably ever (see chart). Currently, for every dollar of GDP, there are three dollars of debt.
That's downright scary. It's even higher than during the Great Depression of the 1930s, and with the economy and housing now slowing, along with record high bankruptcies, you can bet the Fed is on the alert. It knows this debt is dangerous and if the economy were to really slow down, deflation could take hold. The Fed definitely wouldn't want that to happen and it would do everything it could to avoid it, including cranking up the printing presses as Bernanke has said in the past. That would add more coal to the inflation fire.The historical cycles tend to reinforce deflation is not in the cards. Mega trend upmoves generally last about 22 years on average, going back to the early 1800s. This coincides with bull markets in tangible assets and since the current mega upmove started around 2000, it could continue for another 10 to 15 years, based on these cycles.
And while we don't enjoy saying this, increasingly it looks like this mega upmove is going to coincide with the clash of civilizations, the ongoing religious wars or whatever some are saying is happening in the Middle East. We hope we're wrong but the evolving oil situation tends to suggest this as well.
Demand for oil is soaring worldwide while supplies are being depleted. Oil producers have become the big men on campus and some are behaving that way. Just look at Ahmadinejad in Iran or Chavez in Venezuela as examples.
OIL PRODUCERS ARE MAKING THE RULES
Iran is a real case in point. Today they're scheduled to open their new oil bourse, which will only accept euros for oil and not U.S. dollars. Based on Ahmadinejad's actions on other issues, he'll probably go ahead. If he does, it'll be a huge economic slap to the U.S. because U.S. dollar world dominance would begin to unravel, both as the global pricing mechanism for oil and as the world's reserve currency. Plus, Norway is now saying its oil should be bought in euros too.
This would seriously hurt the dollar, but it would be good for gold since gold generally rises as the dollar falls. In the past five years, the dollar has already lost a large portion of its value in terms of gold and that would certainly accelerate if the dollar/oil relationship starts coming apart.
For now, we don't know how this will all work out. But gold's mega trend is poised to continue in the years ahead 8)and based on what's happening in the Middle East, events there will likely be an important reason why, both financially and geopolitically.
Mar 20, 2006
Mary Anne & Pamela Aden
info@adenforecast.com -
Begünstigung der Minen,die ihre Kosten nicht in US$ abrechnen:
http://news.goldseek.com/GoldSeek/1142814213.php
We are now standing at the precipice of the next METEORIC rise in this historical Gold Bull market. As before, the first Train to leave the station will be Gold miners who count their costs in non-US Dollar currencies. -
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Erscheinungen der besonderen Art
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Ein weiterer Schritt Richtung Silber ETF:
NEW YORK, March 21 (Reuters) - U.S. benchmark silver futures on Tuesday reversed losses to trade at session highs after the U.S. Securities and Exchange Commission said it approved rule changes for a silver exchange-traded fund. Silver for May delivery <SIK6> at the COMEX division of the New York Mercantile Exchange bounced to $10.41 an ounce, up 4.8 cents, at 11:41 a.m. EST.
The SEC said it has approved rule changes that will allow the American Stock Exchange to list shares in Barclays Plc's (BARC.L: Quote, Profile, Research) iShares Silver Trust, which is designed to track the price of the metal. -
Willkommen im Forum,Alchemist !
Danke für die Info.
Über die ETF´s gibt es eigene Threads.Grüsse
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Das wird in den nächsten Stunden und Tagen noch interessant!
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Ja, hochspannend dieser AG Kursverlauf.
Sieht aus wie Sackhüpfen in 10 Cent Schritten.Wenn die 10,85 weggeblasen sind geht es Ruck-Zuck auf 12,38 bis Ultimo März
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Edel, der reingestellte Chart zeigt mit aller Deutlichkeit, dass systematische Einflüsse den Verlauf des Comex-Silber-Future bestimmen. Nicht , dass wir das nicht schon lange wüssten. Ich erinnere an Dimitri Speck mit seinen 'Seasonal Charts'.
Letzte Nacht wurden, wahrscheinlich von Computer-Tastaturen in Australien aus, 4 mal, fast alle 2 Stunden, massiv Futures verkauft (und fanden begierig Abnehmer).
Heute Vormittag 9 mal das gleiche Spiel innert 4 Stunden.
"You can fool many people a lot of the time, but not all people all of the time"
Die Elliotter erwarten,dass die Box nach unten verlassen wird, abe in einem so engen Markt dürfte EW nicht funktionieren, oder nur sehr eingeschränkt.
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...ob da wirklich kein "Ausschüttler" kommt
kenne 999,9 Silberbullen die das erwarten 
...auch Timothy Silvers While the commercials have covered some of their short position in the last two months, they are still sitting on large losses on paper. They need a sharp price correction to cover some of these shorts. Historically, the commercials have always been able to cover their short positions on price declines and I doubt that it will be different this time. I am looking for the next great buying opportunity for silver when the commercials get closer to 40,000-45,000 contracts net short. There were six times in the past two years when we saw the commercials at those low levels and you would not have gone wrong buying silver at any of those times.
http://www.gold-eagle.com/editorials_05/silvers032106.html
linar
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Linar, persönlich erwarte ich einen substantiellen Ausschüttler! Vielleicht nicht nur Wunschdenken; bis jetzt war es IMMER so gewesen. Muss mir ein paar Limits zurechtlegen, falls er kommt
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Zitat
Original von LuckyFriday
..... Ausschüttler! ...... falls er kommt
Mhhhhhh.
Eldo--der müsste mit seiner Absenz gutes Omen sein :D--könnte sagen:
"Expect the unexpectable."Oft kommt
1.alles anders und
2.als man denkt.
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del.
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Ein Ausschütler währe für den Markt ganz nützlich, so könnten mehr feste Hände eintreten. Sicher warten hier und anderswo schon einige händeringend auf günstige Einstiegskurse.
Die Frage, die wohl niemand beantworten kann oder will, ist doch: Wie hoch sind die Kreditmöglichkeiten der Comercials?
Sie können nicht unendlich sein oder etwa doch?
Warum sollte das Ende der Kreditlinie nicht irgendwann (z.B. Morgen oder am 20.10.2006) erreicht werden?
Die Funds könnten ev. mehr Liquidität beschaffen und wenn der Trend läuft solten sie auch nicht aus dem Markt gehen.Man könnte die Kurse der letzten Tage und Stunden auch so interpretieren, daß die Comercials VERGEBLICH versuchen die Large Specs aus den Markt zu spülen oder zu schütteln.
Was IMMER so war kann auch irgendwann zum Ende kommen.
Ein Markt bei 10,65 ist nicht der gleiche Markt wie bei 8,00.MfG
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wieso werden die Charts eigentlich im Laufe des Tages immer geglättet? Vor ner halben Stunde sah das noch genau so aus wie von Edel Man gepostet und nun sind die Zacken verschwunden. Hab ich in letzter Zeit schon öfters beobachtet, dass sich das Bild bei kitco ständig ändert.
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Vielleicht wollen die ihre zittrigen Hände vertuschen!
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Stelle die mal rein.Sie zu deuten,ist bekanntlich schwierig.
Hab da mal gelesen,daß fallende Rates auf steigende Nachfrage hindeuten.
Na denn.
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Hallo Edel Man,
wäre es nicht umgekehrt? Wenn es Überschuss gibt, kann man das Zeugs doch nicht verleihen, oder höchstens zu minimalsten Raten.
So war es doch vor Jahren beim Gold: man konnte es für null komma nichts ausleihen (0.1% waren typische Raten), verkaufen, aus dem Erlös T-Bills zu x % kaufen.
Auf jeden Fall sind die heutigen Lease-Rates für Silber schon gewaltig im Vergleich zur Zeit vor einigen Jahre, wo sie auch 0.irgendwas waren, so bei 0.2%, wenn ich mich recht erinnere. . Als W. Buffet würde ich glatt dem ETF mein Silber zu 4 % auf ein Jahr leihen.
Gruss,
Lucky -