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

Dann spielen die noch Katz und Maus bis es kuehler wird und alle da sind schaetze ich mal.
Wer hat schon Bock zum schwitzen.
Erstmal Solana mit seinen Angebot, mal schaun wie Iran in ein paar Tagen reagiert auf die ""incentives"" der Amis.

http://www.albawaba.com/en/countries/Iran/198910

Die Incentives der Europaer haben sie am 17 Mai schon abgelehnt:

Iran's President Mahmoud Ahmadinejad on Wednesday rejected a potential European offer of incentives, including a light-water nuclear reactor, to give up uranium enrichment.

"Do you think you are dealing with a 4-year-old child to whom you can give walnuts and chocolates and get gold from him?"
Ahmadinejad told thousands of people in central Iran.

http://www.albawaba.com/en/countries/Iran/198155

15 Best Quotes of May 2006

Monday, June 05, 2006,
By John Rubino

http://www.dollarcollapse.com/iNP/view.asp?ID=31

Just one......

Jim Puplava, FinancialSense

TEN REASONS FOR HYPERINFLATION

1. Global oil production will peak between 2005-2008. Economic growth ceases to exist as global economies and markets are thrown into chaos and turmoil.
2. The War on Terror escalates into a resource war over oil pitting the great powers the US, China, and Russia in a replay of “The Great Game.”
3. Debt creation and monetization hyperinflates as the government’s deficit spirals out of control with a war and a depression.
4. Foreigners begin to bail out of the dollar setting off a dollar crash.
5. The US puts in place capital controls to corral US and domestic money. The War on Terror will be given as the reason.
6. The government takes over GSEs owning most American mortgages.
7. A national mortgage bailout bill is passed lengthening mortgage payments in an effort to forestall debt defaults. A new restructuring agency will be set up to repurchase impaired mortgages from the banking system and renegotiate terms of the debt to avoid default. The 100-year mortgage is born.
8. A national retirement security act is passed forcing private pensions to buy long-dated zero-coupon government bonds that will be inflated away. The reason given will be for plan protection against bear markets.
9. As the US economy goes into a hyperinflationary depression the rest of the world’s economies follow suit. Money printing on a grand scale occurs in western and Asian economies as governments wrestle and try to satisfy the demands of a social welfare state and an angry, aging populace.
10. As governments hyperinflate and debase their currencies, gold will take on its true role as money rising in value against all currencies. The world will move towards a global currency backed by gold.
I have a few more, but these first ten should do for now.

MY ARGUMENTS FOR DEFLATION:
1. Elimination of the Federal Reserve
2. Gold backing of the U.S. dollar
3. Honesty returns as a virtue in Washington
4. World peace

Need I say more?

Bernanke Jolts Markets Over Inflation

Tuesday June 6, 7:52 am ET
By Martin Crutsinger, AP Economics Writer

Federal Reserve Chairman Ben Bernanke Jolts Markets With Worries About Inflation

WASHINGTON (AP) -- Federal Reserve Chairman Ben Bernanke is promising that the central bank will remain vigilant in fighting inflation. The comments sent shock waves through financial markets hoping the Fed was about to call a cease-fire on interest rate increases.

Instead, Bernanke's comments are likely to mean further increases in borrowing costs for consumers on their home and auto loans and credit card debt and for small businesses trying to raise money at their local bank.

The comments to an international monetary conference on Monday were exactly the opposite of what Wall Street was expecting.

Investors had grown hopeful that a slew of slower-than-anticipated economic reports, including a shockingly small 75,000 job increase last month, would persuade the Fed to call a halt to further rate increases.

While acknowledging in his comments that economic growth did appear to be slowing, Bernanke chose to also emphasize a number of troubling developments regarding inflation.

He noted in particular that core inflation, excluding energy and food, was rising at an annual rate of 3.2 percent by one inflation gauge and 3 percent by another.

"These are unwelcome developments," he said.

Bernanke said that the Fed "will be vigilant to ensure that the recent pattern of elevated monthly core inflation readings is not sustained."

That was all Wall Street investors needed to hear on Monday to trigger a stock sell-off that pushed the Dow Jones industrial average down by 199.15 points, or 1.77 percent, the biggest one-day sell-off since the Dow sank by 214 points on May 17, the day the government released a report on consumer prices that showed a worrisome uptick in inflation pressures.

The Japanese market followed suit Tuesday where the benchmark Nikkei 225 index dropped 283.45 points, or 1.81 percent, to finish at 15,384.86 points on the Tokyo Stock Exchange.

Bernanke "provided an emphatic commitment to maintaining price stability that suggests to me that he will be pushing for another tightening at the end of the month," said Stephen Stanley, chief economist at RBS Greenwich Capital.

Economists had been hoping that the Fed, which had pushed a key rate up for a 16th consecutive time in May, would take a pause at the Fed's June 28-29 meeting.

However, many analysts now believe that not only is a pause in June off the table, but that the Fed might decide to keep pushing rates higher at the August meeting as well.

Part of the reason, they believe, is that Bernanke, who succeeded Fed legend Alan Greenspan on Feb. 1, wants to prove his inflation-fighting mettle, much the same way Greenspan did when he took over in August 1987, pushing through a half-point increase in rates at his first meeting.

Bernanke "is earning his inflation-fighting credentials, which have been questioned on Wall Street," said Mark Zandi, chief economist at Moody's Economy.com.

But the outcome could be the same for both men, a risk of overdoing the rate hikes. Greenspan's half-point increase was blamed for contributing to unease that triggered the Black Monday stock market crash in October of 1987.

But economists said Bernanke is apparently willing to run the risk of raising rates too high because he does not want to let the Fed's credibility as an inflation fighter, won over two decades, slip away.

"He is sending a very strong signal that it will be important to stop inflationary forces and expectations from building further," said Lynn Reaser, chief economist at Bank of America Investment Strategies Group.

Part of the problem, analysts said, is that Bernanke has gotten off to a rocky start in terms of communicating his intentions to Wall Street. He first stumbled in testimony before the Joint Economic Committee on April 27 when he raised the possibility that the central bank might pause in hiking rates to assess the impact the earlier increases were having on the economy.

When the markets rallied strongly on the belief that Bernanke was signaling not just a pause but a halt to the two-year rate campaign, the new Fed chairman complained to a reporter at a Washington dinner that he had been misinterpreted. Those comments sent markets plunging when they were reported two days later.

A chastened Bernanke said that any further comments he made would be through "regular and formal channels."

But his remarks in Monday's speech caught the markets by surprise, demonstrating that even when Bernanke is using normal channels he can send investors on a roller-coaster ride.

Analysts predicted as long as Bernanke remains worried that the central bank is behind the curve on fighting inflation, interest rates will keep rising.

How Putin & Iran Will Launch Gold

By: Rick Ackerman, Rick's Picks

Tuesday, June 6, 2006

I’ve long doubted the usefulness of head-and-shoulders patterns, since they tend to be everywhere you look for them. Still, there’s no denying that the one the Dow Industrial Average has been carving out since early March is quite a looker (see below). Yeah, it needs a little more development on the right shoulder to give it proper symmetry. But otherwise, it looks good to go for an 800-point plunge. Does that sound bearish enough? Maybe to you, it does -- but not to me. For if this market is about to unravel the way I expect it to, a 3000-point leg down sounds about right.
But a measly 800 points? That wouldn’t begin to discount some of the more problematical trends that are in the pipeline already, including a real estate collapse and a run on the dollar.

Rubles Only, Please

As of tomorrow, Russia will accept only rubles for its oil and natural gas, and in a month or so Iran and others who use its Euro Oil Bourse will take only euros. These changes have enormously bullish implications for gold, for reasons I shall explain, but catastrophic implications for the U.S. and global economies.

For Russia and Iran themselves, it will amount to shooting themselves in the foot, :(.. although the economies of both of these countries are so robustly cockroach-like that they will probably still be able to hop along, missing a foot, without too much trouble....

http://news.goldseek.com/RickAckerman/1149606671.php

Goldman Sachs Has Gained Too Much Political Power:

Matthew Lynn
June 5 (Bloomberg)

-- Forget ``The Da Vinci Code.''

If you want to get to grips with a real conspiracy, take a look at all the Goldman Sachs Group Inc. staffers taking over important economic positions around the world.

The U.S. Treasury, the Bank of Italy and the Bank of England have all recently poached key policy makers from the world's most profitable securities firm.

While no one would dispute that New York-based Goldman Sachs is a money-making machine full of alpha-brains,.. it isn't healthy for so many decision-makers to be drawn from one source.

It is hard to ignore the trend for appointing Goldman employees to big government-appointed jobs. In the information technology business, they used say, ``No one ever got fired for buying IBM.'' In politics right now, the motto seems to be, ``No one ever got fired for hiring Goldman Sachs.''

U.S. President George W. Bush has just appointed Goldman Sachs Chief Executive Officer Henry Paulson as his new Treasury secretary, one of the most powerful economic jobs in the world.

In January, Goldman Sachs Managing Director Mario Draghi became the new governor of the Bank of Italy. In Britain, David Walton, who was chief European economist for Goldman in London, last year joined the Bank of England's Monetary Policy Committee, which sets U.K. interest rates. In Canada, Mark Carney, formerly managing director in Goldman's Toronto office, is now a senior official in that country's Finance Ministry.

It's not just economic jobs, either. Gavyn Davies went from Goldman to become chairman of the British Broadcasting Corp. for a few years. When someone was needed to run London's preparations for the 2012 Olympics, where did they turn? Goldman of course. Paul Deighton, a chief operating officer at the securities firm, was appointed in December. When politicians need a job filled, it seems they just shout at their secretaries: ``Get me the Goldman phone directory.''

""Goldman Advisers""

http://quote.bloomberg.com/app…ist_lynn&sid=aGS6lvr8ipiw

GS AT WORK.......

Zitat

GS AT WORK

Gut für all jene, die noch nachlegen wollen/müssen - ist ja nur temporär und solange wir weiter physisch kaufen, kann's nur nach oben gehen. Chinesen, Russen wollen auch massiv kaufen, ZA -10%, usw. Alles spricht für steigene Kurse. Und GS können machen was sie wollen, den Dollar werden sie nicht retten können. NO WAY! Was versucht wird, ist ein weiche Landung, die aber nicht funktionieren wird und je länger sie das Weltfinanzsystem an der Herz/Lungenmaschine belassen umso hässlicher wird das Ende.
Also Kopf hoch und weiterkaufen

Also Kopf hoch und weiterkaufen

Wie bekommt man den Oilpreis schnell auf einen Dollar runter ?

Ganz einfach, sie sagen man kommt fuer einige Zeit ohne das Oil vom Iran aus.

Aber nicht wie lange !

Mei sind die Leute deppert.

Gold falls as dollar gets Bernanke boost ...before the bust !

SAN FRANCISCO (MarketWatch)

-- Gold futures dropped as much as $17 an ounce Tuesday morning as the U.S. dollar moved higher against major rivals, after comments from Federal Reserve Chief Ben Bernanke on inflation were interpreted as signaling more interest rate hikes.

Markets & Economy:

Another blow to the global dominance of the U.S. Dollar as Russia is on the eve of trading gold and oil/oil products for rubles.

RTS bourse to start trading oil, oil products, gold on June 8

"The first trading in contracts for gold will commence in Russia on June 8," the RTS said in a statement.

Equity optimism remains among the wealthy although worried about returns.

more....

http://en.rian.ru/russia/20060522/48434383.html

Will the Fed Kill Gold?

-- Posted Tuesday, 6 June 2006

So Bernanke got appointed and gold bulls cheered. After all, this was the guy who threatened to fight deflation by running the printing press while dropping money out of helicopters. Gold going to four digits and never looking back was a slam dunk, right?

Not so fast.....

Central bankers are, above all else, politicians. And shrewd politicians will do whatever is politically more popular at the time. The moment Bernanke took office, the talking heads in the media kept referring to Bernanke as needing to prove his “inflation fighting credentials” before the rate hikes could end. So whether speaking on Capitol Hill or elsewhere, the spin from Bernanke was something like, “The economy is wonderful, but we just need to make sure inflation doesn’t get out of control.”

As winter turned into spring, Wall Street liked Bernanke’s tone and the stock market marched higher. Bernanke even went as far as to give clues that the rate hikes would be ending soon. Wall Street really liked this and the Dow nearly rallied to an all-time high. But in April, the new Fed Chairman started to mess up when he told a CNBC reporter at a dinner party that the public had been misreading him. A few weeks (and several hundred lost Dow points) later, Bernanke admitted to Congress that he should’ve been more careful when talking about monetary policy off the record. He called it a “lapse of judgment” on his part.

At the same time the stock market was topping in early May, the commodity markets were zooming out of control. Jumps of 5% in one day in the prices of gold and silver reminded us of 1979.

All of the sudden, inflation became the talk of the town in Washington and on Wall Street. Ah, what a difference four years make!

So where are we now?

Stocks, real estate and commodities have cooled off over the last several weeks yet most people still expect Bernanke to hike rates again this summer. A hike in late June would indeed solidify Bernanke’s inflation fighting credentials – or at least that is what the media wants you to think.

We like to take a much longer term view of things at the Texas Hedge Report. Yes, the short term politics of the day call for Bernanke to stop inflation. But in the long run of history, the public cares more about full employment and rising financial asset prices than they do about rising commodity prices. High food and energy prices mean protests against oil companies accompanied by dog & pony shows in Congress. High unemployment means low approval ratings, revolution and upheaval. The Fed will hike until something in the economy breaks – maybe we are starting to see that today in the form of the equity and housing markets.

Bernanke says he watches the gold price everyday, so as long as he is trying to be a tough guy, we may see gold continue to take a pause. But eventually the employment situation will worsen and public fears about rising commodity prices will be replaced by fears of being laid off.

While we are not in the business of predicting monetary policy, we wouldn’t be surprised if Bernanke hikes once more and then says he’s done. We also wouldn’t be surprised if the stock market celebrated this news with a huge rally. That said, an end to the rate hikes coupled with the Dollar-bearish macro fundamentals mean that good things are in store for the precious metals.

The Fed may win this round against gold, but gold will eventually win the fight.

June 7, 2006

Todd Stein & Steven McIntyre
http://news.goldseek.com/TexasHedge/1149618389.php
Texas Hedge Report

Zitat

Original von Eldorado

The Fed may win this round against gold, but gold will eventually win the fight.

Wie wahr, wie wahr.

Aus dem Urlaub zurück, kann ich nur feststellen, es wird Sommer. Die Edelmetallpreise bewegen sich auf einem gehobenen Niveau. Spieler und Zocker leiden. Diese Anleger sind physisch meist bei 20% oder weniger investiert, und laufen seit Jahren dem Papiergeld hinterher.

Wer im Board hat es schon verstanden, dass wir in einer Zeit leben, in der die Erhaltung von realen Werten wichtiger ist, als die Geldmengenvermehrung. Die Geldmengenvermehrung macht langfristig keinen Sinn, daher kann ich nur jedem Boarder raten, seinen physischen Bestand auf zumindest 50 zu 50 % auszugleichen.

Nichts gegen den „Heiligen Geist zu Pfingsten“, etwas mehr „überzeugter physischer Geist bei Anlegern“ lässt jeden Anleger ruhig schlafen :D.

Edelmetall wird in dieser Zeit seinen Wert erhalten, Aktien sind ein Spielzeug für ungeduldige Kinder :]. Mein Kinderspielzeug wird nie das eingesetzte Kapital überschreiten.

Gruß von Ersatzkasse

Russia leading global 'stealth demand' for gold

The world's big money brigade is snapping up gold bullion at eight times the rate originally thought, according to a report by UBS, the world's biggest gold trader.

The huge sums entering precious metals below the radar are likely to help to put a floor under the gold price after the dramatic fall of $112 an ounce in late May - the sharpest correction since the bull market began five years ago.

The Swiss bank said information from its trading floor suggested that funds and investors were allocating 20pc of their commodity portfolios to precious metals.......

UBS warned that gold may have further to fall, followed by a period of sideways trading before embarking on another powerful upward leg of the bull-market rally.

Mr Reade said the immediate risk was a global economic downturn, dragging gold down in an avalanche sale of all commodities.

But if the global economy turns nasty, gold will ultimately decouple from its base metal cousins and regain its usual role as a safe haven currency and defence against dollar disorder. "The bottom line is liquidation first, haven later," he said.

http://www.telegraph.co.uk/mon…y/2006/06/05/cnrussia.xml

Lupo bist sprachlos ??.... ich auch !

Double-Counting of Gold by Central Banks
May Have Aided the Price Suppression

By Sangita Shah
Financial Express, Mumbai
Tuesday, June 6, 2006

http://www.financialexpress.co…ory.php?content_id=129715

The International Monetary Fund (IMF) apparently directed
member central banks to double-count their gold when it had
been leased or swapped or otherwise had left a central
bank's vault or possession.

Such a provision for the central banks may have led to the
gold price suppression that lasted between 1989-2001,
after which the price started moving up.

Gold hit a 26-year high of $732 an ounce on May 12. Gold
has dropped 11% since then. Gold has not yet been able to
cross the high of $830 mark it hit in 1988.

The central bank of the United States in particular has
been seen as the primary mover in suppressing the gold price
by lending the gold for trading without accounting for it. However, there have been no concrete proofs in this regard.

The paper "Treatment of Gold Swaps and Gold Deposits
(Loans)" written by Hidetoshi Takeda of the IMF's
Statistics Department and published in April acknowledges
at length the potential for double-counting central bank
gold under current IMF rules and suggests rules to prevent
it.

The research paper commissioned by the IMF appears to
confirm the U.S.-based Gold Anti-Trust Action (GATA)
Committee's longstanding complaint that the IMF has had
been active on this front.

Responding to the research paper, GATA consultant
Andrew Hepburn, who discovered the double-counting of
leased and swapped gold at several IMF-member central
banks, remarked that even in arranging to correct the gold deposit books of its members, the IMF still would allow
them to be less than forthright.

Mr. Hepburn noted IMF guidelines maintaining that "to
qualify as reserve assets, gold deposits must be available
upon demand to the monetary authorities." But, Mr. Hepburn added, central banks have lent so much gold to suppress its price and make it less competitive as a currency that their
gold loans now far exceed annual gold mine production, and
so the loaned gold cannot practically be repaid "upon
demand." Recovering the central banks' loaned gold without exploding the gold market would take years.

In any case, the IMF's acknowledgement of the double-counting
of loaned or swapped central bank gold is more evidence of central bank intervention in the gold market, Chris Powell, secretary/treasurer of GATA, said in his dispatch.

-END-

Zitat

The Fed may win this round against gold, but gold will eventually win the fight...."

"eventually"

nodollar

So einen ""event"" hatte mir als Gold bei 730 war, jetzt sind die wieder am Zug.

Und so geht der Schlagabtausch weiter bis einer liegen bleibt wie bei einem Boxkampf.
Mit einer Druckmaschine (Doping) tut sich das alles leichter, erst Recht wenn die eigenen Medien die Richter spielen wer nun gewinnen wird.

Its still a long way to go !

Heute hauen sie jedenfalls schon mit aller Gewalt vor der Comex kraeftig zu.

Um drei Uhr kommt dann Verstaerkung, die wollen nun mit allen Mitteln die letzten optimistischen Goldbugs verjagen.