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

Sorry,weiss mal wieder nicht wohin mit meiner Frage

hab eben in einem Artikel was über eine Firma namens Goerecursos SA gelesen.Handelt sich demnach um einen Pool aus kanadischen Firmen,die Panamas Vorkommen in den neunzigern unter sich aufgeteilt haben.Umsatz angebl.250-300 Mio. Kupfer,Gold und Molybdäen hauptsächlich. SA ist für mich = Aktiengesellschaft.
Wo findet man sowas bzw. weiss einer was?

Grüsse fitzroy

Moin Jungs,

also ich find das gar nicht so herumdümpelnd. Vor nem halben Jahr war der POG bei 480 und der HUI bei 230. Das sollte man nicht vergessen!

Viele Grüße

KR

Gold got clobbered yesterday, down $36 for June contracts. It was one of
the largest one-day drops in many years. The metal has lost about $100
from its high. Many people already think the bull market is over. The
final spike of speculative fever, they say, took gold up to $730. Now, it
is downhill from here on. As the price falls further - as it well may -
more and more latecomers to the gold market will be discouraged. They will
drop out along with the price. Even Daily Reckoning readers will begin to
wonder. Maybe the dollar is for real and forever. Maybe the world economic
system really is remarkably robust and flexible. Maybe gold really is a
relic of the past ?.

Thus is our faith tested. Not our faith in gold. We know what we think of
gold - it is nothing but an inert metal. It says nothing. It performs no
tricks or miracles. It never disappoints us. Nor does it ever really do
anything to delight or entertain us. It just sits there like a cop in a
squad car. He is of no particular use most of the time, but critically
important occasionally. No, it is not in the metal that we put our faith;
it is in man himself, generally, and central bankers and politicians in
particular. We have an abiding faith that when temptation is set before
them, they will do what such men have always done - they will go for it.

When George W. Bush moved into the White House you could buy an ounce of
gold for only $266. At the time, we thought the man from Texas was a
conservative. He said he was. Little did we know he'd become the biggest
spender of all time.

Even if Bush had turned out to be a sensible president, gold would still
have entered a bull market. These things are cyclical, after all. A
20-year slump is bound, in the course of things, to turn around sooner or
later. At the bottom of the slump, gold was a great bargain at $266. But
now, with a boom underway, is it still a bargain at $637? That's what we
are going to find out. Our guess is, yes and no. Maybe not compared to the
price at which you may be able to buy it two months from now, if the
correction continues. Maybe so, if the bull market storms ahead as we
believe it will.

If the correction follows the pattern of the price correction in the '70s
bull market in gold, the price could even fall back to the $500 level.
That would wipe out about half gold's rise from the day the neo-cons took
over American government to the peak of gold hit two weeks ago, at $720.

Five-hundred-dollar gold would still represent a solid profit for those
who bought six years ago - it would double their investment. Our guess is
that it would mark the frontier between two stages of a bull market, too.
And finally, it would give those whose faith is strong one final
opportunity to buy at a bargain price.

You will recall how easy it was. From under $300 an ounce up to $500 an
ounce, accumulating gold was simple. We set target prices, raising the
hurdle $25 at a time, and buying whenever gold dipped back to hit the
target. It was like climbing a set of stairs. But then, when gold rose
above $500, it quickly left us behind. We kept waiting for the price to
drop back to our target so we could buy more. Instead, it rose even
higher. We missed $100 of gain, and then another $100 of gain. We felt
like idiots. We had seen it coming, and still missed it. And then, when
gold soared above $700, it looked like nothing could stop it. We worried
that it would go all the way - all the way to $1,000 or $2,000 without
ever giving us another opportunity to buy at a discount. What to do, we
wondered in these pages. Close our eyes and buy, counting on the long-term
bull market to erase any timing errors? Or, sit on the sidelines and risk
missing the best part? We had no answer.

"Buy," was said, with a gulp and a prayer. It is better to be in than out,
we reasoned, even if we are not getting in at the best price. Yet, we
could not bring ourselves to buy either.

And the price rose...

And then, the financial world shuddered. The frisson originated in Japan,
we believe. After 16 years of deflation and slump, the Japanese economy is
finally pulling itself together. And Japanese central bankers are now
beginning to tighten down on the monetary valves. The money supply in
Japan is actually falling. For many years now, speculators - largely hedge
funds - have been able to borrow money in Japan at once-in-a-lifetime low
rates. This gush of easy money flooded markets all over the world - from
India, to Jakarta, to the United States - and most recently, to gold
itself. And when, all of a sudden, the cash was not so forthcoming,
investors panicked. For the first time in years, storm clouds appeared in
the speculators' paradise. Emerging markets dropped last week. The Dow
wobbled, too. Commodities - including gold - took a beating.

Tempests are never welcome, but they are most regretted when you are least
prepared for them.

Sooner or later, now or in the future, fierce weather is inevitable. Debt
begets repayment. Boom begets recession. Bull markets beget bear markets.
Stability begets instability. Any day now, China could implode, the
housing boom could collapse, foreigners could drop the dollar. Our guess
is that all those things will happen. If only we could tell you when!

All we can tell you is how to protect yourself. For that, we turn to no
less of an authority than Alan Greenspan himself (we can't think of any
less of an authority) who said in 1999: "Gold still represents the
ultimate form of payment in the world. Fiat money in extremis is accepted
by nobody. Gold is always accepted."

When the wind blows hard - that is to say, in extremis - everything begins
to flap, flutter, and fly away. People look for something solid to hold
onto.

So far, gold has gone up no more than base metal. Since 2001, gold is up
249%. Lead has risen 240%. This tells us that people have not even looked
at the barometer yet. Meanwhile, the Bush administration says it no longer
intends to continue the "strong-dollar policy," under which, the dollar
lost about half its purchasing power. We can't wait to see what happens
under a weak-dollar policy. And all over the world, people have built up
huge piles of dollars, yen, euros, and pounds - and staggeringly large
claims and counterclaims against them, including a trade in derivatives
that is now close to $300 trillion per year. Against all that, the current
stock of gold is a mere pittance, a tiny island in a vast sea of paper
money. When the winds really begin to howl, our guess is that there will
be many people who want a piece of it.

Bill Murphy says do your homework..... Radio 9 minutes

May 24 - Bill has been the driving force behind GATA - and his team have worked for over 7 years to try and make sense of the Gold Markets.

Listen to Bill explain the events of the day, with a look to the future. His message is: do your homework and also "stay the course" with your Junior Golds.
This is a shakeout that has been expected.

http://www.howestreet.com/gold…/mediaplayer?audio_id=319

Wieder ein lesenswerter Artikel von Antal E. Fekete.
Wie gewohnt lang und nicht gerade leichte Kost.
Analysiert aber den wichtigen Unterschied zwischen Metallen mit monetärer Funktion und restlichen „gewöhnlichen“ Rohstoffen.
Ein wichtiger Faktor bei der Einschätzung der Preisentwicklung von Gold/Silber.

Gruss

Monetary versus Non-monetary Commodities

Und noch ein wichtiger Nachtrag zu Antal E. Fekete aus seinem Artikel

Ultracrepidarian Musings

…
What to expect now? Sooner or later exchange officials will declare "liquidation only" policy. Thereafter the longs can close out their profitable positions only through cash settlement. The shorts are absolved of their obligation to deliver as contracted. At that moment all offers to sell cash gold will be withdrawn around the globe. Gold is not for sale at any price. Producers of essential commodities such as grains and crude oil will refuse to accept payment in dollars and will demand gold in exchange for their product. The same goes for providers of essential services such as doctors and lawyers. Scales will fall off their eyes and they will decline to give up real goods and real services in exchange for irredeemable promises to pay. The dollar, and all other paper currencies along with it, will go the way of the assignat and mandat.
Nowhere in this argument did we have to refer to supply, demand, or "more money chasing fewer goods". At any rate, Friedman's theory of monetarism won't tell you when exactly the metamorphosis of the dollar from money to trash will take place. Nor will the COT reports give you a clue or advance warning. The gold basis will. I hereby challenge all gold and silver analysts to start educating the public on this subject. I call on all PM websites to run yearly, monthly, weekly, daily, and hourly charts showing the variation of the gold basis.…

Darum ist es eben sehr wichtig, Gold und Silber auch physisch zu besitzen.

Edel, ich denke mir das selbe und hoffe der hat Recht mit seiner Meinung.
Der Psycho-Krieg geht weiter, so wie heute.
Irgendwas passiert in den naechsten paar Tagen,es wird eine Ueberraschung, gut oder schlecht.
Auch wenn ich zu frueh auf den Zug gehupft bin, mir ist es jetzt Wurst.
Auf lange Zeit gesehen war es richtig, IMO.
Es waere nuetzlich wenn man den genauen Zeitpunkt/Einstieg sieht.
Also nach eigenen Gefuehl am besten.
Spaetestens nach dem 19 Juni gehts rauf weil ich Urlaub mache.
Valueman will mich jetzt schon schicken.

We'll see !

Wuensch Euch was

Eldo

Moin Jungs,

haltet die Ohren Steif,
alles andere regelt sich von selbst.

Wir haben doch gerade mal -3$ beim Silber, da ist noch alles im GRÜNEM Bereich ! Auch bei den letzten Konsolidierungen ging es max. 3 $ runter.

KAUFEN nicht laufen !!!

Gruß Osterhase

We are on the edge or its the eye of the storm IMO , Edel

So ein scheiss Wetter !

@ Edel

wollte Euch nur mal Mut machen, bei 100% Vollinvest wird man schon mal nervös oder etwa nicht

Habe noch 30% Pulver im Rohr und bin am Drücker seit 2 Tagen.
Alles wird gut.
Es ist doch erfrischend wenn es immer wieder für Spät- und Neueinsteiger günstige Gelegenheiten gibt.
Je mehr in eine Richtung Blasen.... so schneller fährt das Selgelboot.

Let´s Party in the Summer Time

Gruß OH

Wie es scheint können die Dollar-Bullen den Kampf für sich entscheiden, das dürfte Gold nochmal unter Druck setzen.

Mir ist das ganze zu heiß, ich warte einfach ab. $490 Goldpreis und XAU 95 kann ich mir durchaus vorstellen, beim HUI weiß ich's nicht.

Warum sollte man jetzt kaufen? Gold kann auf 800 gehen, aber spätestens dann wäre doch die Luft raus und mittelfristige Konsolidierung angesagt. Solange das Risiko eines Crashs besteht.. ich glaube nicht, daß die Minen sich einem Aktiencrash entziehen können, dafür sind sie einfach zu stark mit den normalen Aktien mitgelaufen.

Wir brauchen jetzt eine saftige Korrektur und dann einen Wechsel beim Denken der Investoren. Nicht "auch ein bischen Gold" sondern "Gold STATT Aktien" muß es natürlich heißen.
$490 Gold, XAU 95 nur im Kontext Dax -30 bis -50% am Jahresende.

Ich hoffe ich irre mich, dann hab ich wenigstens eine erholsame Zeit gehabt in ein paar Monaten.

Gruß
S.

@ Saccard

da die Konsolidierung schon 14 Tage läuft, glaube ich nicht an Dein Szenario.
Für so einen gewaltigen Rücksetzer bis 480 $ hätte es schneller und heftiger Abwärts gehen müssen. Wenn in den nächsten 2-3 Handelstagen nichts gravierendes abwärts passiert geht´s nur AUFI nach 780 - 1.000 $

Kanst mir Glauben und reich werden

Osterhase

Moin Edel,

nee, ja is schon klar - ich bin doch gar nicht pinglig. Freu mich nur über mein relativ starkes Depot.

Beim POG würd' ich momentan auch eine längere Seitwärtsbewegung nicht ausschließen. Nur runter unter 600 wirds IMHO nicht gehen. Dazu ist das alles schon viel zu weit fortgeschritten mit dem Sozialismus überall.

Und dass der POG schnurstracks auf 730 gehen kann, das haben wir ja nun bereits gesehen.

Vielleicht im Juni oder Juli wieder eine W-Formation auf hohem Niveau. Der Mai ist ja bald vorbei.

Es grüßt aus dem Nordosten

KR

Bisher ist der US$ kein bischen stärker geworden, nur herumgetrade zwischen 129 und 127. Warten wir es ab.. negatives Sentiment gegenüber US$, Kaufkraft, COT Daten, alles spricht für einen stärkeren Dollar. Bei 1.05 liegt nach wie vor die Kaufkraftparität, Horden von Kanadiern ziehen schon über die Grenzen zum Einkaufen usw. Ob Euro oder Dollar, alles der gleiche Mist, wieso sollte da die eine Währung besser abschneiden als die andere?

Gruß
S.