Gold und Silber... Informationen und Vermutungen I

Zitat

Original von GOLD_Baron
Mal schauen, ob ich im Herbst vielleicht wieder etwas kaufe.

Momentan fühle ich mich wesentlich besser ohne Gold und Silber.

Sturen Leuten wie Eldo wird man diese Flausen sicher nicht austreiben können.

Aber vielleicht wird es in SA nicht so schlimm.

Alles anzeigen

Ein richtig hartgesottener Investor, lässt sich halt nicht beirren...

wie wär's wenn Ihr euer Silber auswellt und Lamettastreifen schneidet

Zitat

Original von GOLD_Baron
Mal schauen, ob ich im Herbst vielleicht wieder etwas kaufe.

Momentan fühle ich mich wesentlich besser ohne Gold und Silber.

Sturen Leuten wie Eldo wird man diese Flausen sicher nicht austreiben können.

Aber vielleicht wird es in SA nicht so schlimm.

Alles anzeigen

Ach Gold Baron

Ich hab noch schnell ein paar Fotos gemacht,
von den Kilomünzen, bevor ich sie morgen verkaufe.
Die kann ich dann meinen Enkeln zeigen und sagen:
"Da seht ihr, wie weit es einen ins Verderben ziehen kann,
wenn man gegen den Strom schwimmt."

Und so werden sie es ... auch lernen. Man kann nicht immer nur nein sagen.

Gruss,
gutso

Zitat

Original von GOLD_Baron
Mal schauen, ob ich im Herbst vielleicht wieder etwas kaufe.

Momentan fühle ich mich wesentlich besser ohne Gold und Silber.

Sturen Leuten wie Eldo wird man diese Flausen sicher nicht austreiben können.

Aber vielleicht wird es in SA nicht so schlimm.

Alles anzeigen

„Unser Beharrungsvermögen spiegelt unsere Ansicht wider,
dass der Markt als Umverteilungszentrum dient,
in dem Geld von den Aktiven zu den Geduldigen wechselt“

Essays von Warren Buffett S. 108

na gut.
vielleicht behalt ich den einen oder anderen maple.
.
.
.
.
.
.
.
.
.
.
.
.
.
..................................................................... [SIZE=7]. . . oder alle?[/SIZE]
.
.
.
.
.
.
.....................................................................

Zitat

Original von gutso
na gut.
vielleicht behalt ich den einen oder anderen maple.
.
.
.
.
.
.
.
.
.
.
.
.
.
..................................................................... [SIZE=7]. . . oder alle?[/SIZE]
.
.
.
.
.
.
.....................................................................

Alles anzeigen

Die Stasi liest mit. Naja, Merkel wird es Dir danken, dann ist ihr Friseur schon mal finanziert

Hallo Lucky,

so sehe ich es: ich finde es gehört mal dazu die Sache ironsich zu durchlöchern.
Es fliessen hier schon bald wieder die Infos ungefiltert bierernst herein, keine Sorge.
Eldos Stil ist natürlich ganz anders, aber das was hier geschieht, ist deshalb nichts Schlechtes. Ist doch mal interessant, was passiert, wenn die Leute hier sich verselbständigen!
Nur für den der über sich nicht mehr lachen kann, ist Ironie ein Folterinstrument.

Für die andern Befreiung.

Momentan gibts wenig News also überwiegt der Spass.

Hier dennoch was Neues: der aktuelle Tom Szabo ...

http://www.silveraxis.com/

Zitat

MARCH 22 2007 12:00PM - Silver and gold were able to maintain most of yesterday's after-hours gains following the Fed announcement that it would leave rates unchanged, even as the dollar recovered most of its respective losses within the past hour (now trading at the same level as prior to the Fed release). As noted yesterday, the precious metals do not need the dollar to fall by a substantial amount before they can rally to challenge last year's high, although a strong dollar will probably cap whatever move is currently in store for silver and gold.

The picture remains positive for silver, with combined COMEX and silver ETF (SLV) holdings climbing over 250 million ounces for the first time yesterday as the COMEX saw registration of more than 2 million ounces of warehouse bullion. The COMEX build-up may be in anticipation of long futures standing for delivery, but it is probably not a factor for the March contract which currently has an open interest of just under 3 million ounces. The next prospect is May delivery, which at this pace could turn out to be a doozie. In any case, 250 million ounces is a nice amount of visible above-ground silver, and as CPM Group's Jeff Christian just pointed out, it may not take a slew of additional demand to propel silver prices much higher. Indeed, Christian estimates that just 20 million ounces of additional ETF silver could drive the shiny metal's price to $20 per ounce. While this is quite possible, if it does NOT happen, then CPM Group should be prepared to publicly up its estimate of hidden but available stockpiles of silver (which, nonetheless, the ETF is apparently having little trouble bringing out of hiding).

Another encouraging sign is that even as the latest metal rally has unfolded, both COMEX gold and silver open interest have continued to fall.

Further encouragement comes from the equities, which have underperformed bullion as stock investors seem to be bored and disinterested at the moment. Judging, however, by the number of analysts turning warm on gold and silver lately (see all the recent postings under "Silver Investment & Speculation Strategies"), the masses could be on the verge of a jubilant return to precious metal stocks. I myself have found it difficult in the past few days to keep an appreciable amount of powder dry. In fact, I have had a strong urge to turn my short term mental flag from "caution" yellow to "full speed ahead" green over the past few weeks, but I haven't pulled the trigger because I don't know if my recent courage is the result of greed (chasing momentum) or a bona fide realization that silver's prospects have greatly improved (the technical picture, as I keep mentioning, has been excellent for a number of months even as the fundamentals have largely remained corked up). In retrospect, had I turned officially positive last fall on the short term prospects for silver, I could have bought more of the best silver and gold stocks at substantially lower prices than today. The lesson here is that price action trumps the need for external confirmation in the short term. Cyclical rallies and pullbacks don't always need a reason.

On the other hand, many quality companies are still relative bargains today (while the prices of numerous speculative issues are actually lower than they were last fall) so a strategy of careful, cautious accumulation is probably not a bad one right now. I personally continue to consolidate away from the more speculative plays in favor of high quality, high liquidity shares under the assumption that the latter will outperform over the next few months while at the same time providing wider berth for profit-taking opportunities.

Turning to the basis, the late rally in silver and gold yesterday turned contango to backwardation as expected, with gold taking a turn tighter. My experience so far is that when silver and gold are in contango, silver is generally tighter but when they are in backwardation -- which has always been a very temporary phenomenon even during the late 1970's and early 1980's -- gold is tighter. Indeed, today's basis as measured by intraday prices has returned to contango.

There is a special reason to keep an eye on the basis right now because this time last year the basis in both gold and silver started to behave strangely while the spreads in futures (silver in particular) contracted. Should we get signs of a similar situation developing this Spring, a calendar spread in silver futures, say long May or July 2007 and short December 2008, could become a virtual cash machine. This is a variation of the "bull in bear's skin" play publicized by Prof. Fekete, but one which requires vitually no professional trading experience (or money, for that matter) to execute. Indeed the beauty of using such a calendar spread on silver in particular is that there is virtually no risk of a sudden flood of metal to the market which might depress only spot prices and therefore turn the spread against the speculator. The same cannot be said for any other commodity or even gold since "central banks stand ready to lease gold in increasing quantities" as Greenspan has warned the Hunt Bros. wanna-be's. More on this opportunity later.

Alles anzeigen

Deshalb, meine PM Prognose für morgen (i like it):

Zitat

Original von Homm13
(...)
Die Stasi liest mit. Naja, Merkel wird es Dir danken, dann ist ihr Friseur schon mal finanziert

Wenn Du glaubst dass das bezahlbar ist, - machs Du doch!?
(Suppenschüssel rauf & rum - aber die Anekdoooten dabei anhörn, daas ist wohl der Haken! )

Lies mal den Szabo & schreib´ was Gescheites, sonst gibts nur ne 4!

Gruss,
gutso

In Anlehnung an W. E. schreibe ich mal wieder was gescheites, sonst wird der Thraed hier noch komplett zugemüllt von mir

http://www.marketwatch.com/new…%2DB91B%2D34FEFF0DE06E%7D

Latvia struggles with currency weakness
Lat's movement has implications for emerging market currencies
...

http://usmarket.seekingalpha.com/article/30141?source=feed
California, Fannie Mae Sever Ties With New Century

Fannie Mae, the largest U.S. mortgage loan provider, yesterday informed the once largest subprime lender New Century Financial Corp. that it will no longer buy or sell NEWC mortgage loans. While largely symbolic, FNM's actions may be a death blow: NEWC cannot provide mortgages without the partially government-backed Fannie Mae's business. This is the latest in NEWC's litany of troubles: California yesterday joined a dozen other states in ordering NEWC to stop making new mortgage originations, and to direct current applications to rival lenders. NEWC's banking license is also suspended in New York, it's under investigation by the SEC, the U.S. Justice Department and the Senate Banking Committee, and it has cut 1500 jobs. While NEWC's shares fell yesterday 16% to its lowest ever $1.65, Accredited Home Lenders' shares rose 20% on news that it had received a $200 million lifeline from the Farralon Capital Management hedge fund. NEWC, however, looks increasingly likely to join the privately-held People's Choice Home Loan Co., which yesterday became the latest of more than 20 bankrupted subprime lenders.

Wann wird es wohl Fannie Mae erwischen??!

Zitat

Original von Homm13
In Anlehnung an W. E. schreibe ich mal wieder was gescheites, sonst wird der Thraed hier noch komplett zugemüllt von mir
(...)

Mennö, Homm. Sei doch nicht gleich so empfindlich!
Danke für den Link.

Gibts was Neues nach der Zinssenkung von Moriartie's http://www.321gold.com/ ?

Grüsse,
gutso

PPS: Da isses. Champagner verboten:

http://www.321gold.com/editorials/schiff/schiff032307.html

"Don't Uncork the Champaign Just Yet"
Peter Schiff
Mar 23, 2007

Zitat

(...)

Think of the Fed as a juggler trying to keep five balls in the air simultaneously. Those balls are the stock market, the bond market, the dollar, the housing market, and the economy. If the Fed tells the truth, all the balls will come crashing down. So it says what it needs to say to keep them all in play. However, my guess is the first ball to fall will be the dollar, which sold off immediately following the release of the Fed's statement. Compounding the problem is a recent report that China may no longer be willing to expand its foreign exchange reserves. This means the dollar ball is about to get a lot heavier. Once the dollar breaks down the bond market ball will be that much more difficult to keep aloft. Once it falls, the rest will soon follow.

The bottom line is that waiting for the next rate cut is going to be a lot like waiting for Godot. The Fed wants everyone to think one is coming, but will likely never deliver the goods. If I am wrong and the Fed actually does cut, expect the easing cycle to be extremely short-lived, as an embarrassed Fed will be forced by the bond and currency markets to quickly reverse course.

Wall Street mistakenly believes that the Fed's job is to keep the expansion going. In reality, the Fed's job is to take the punch bowl away from spendthrift American consumers and the leveraged speculators lending them money. If the Fed were to actually do its job, they would accelerate the onset of the inevitable recession. Perpetuating a phony expansion only compounds the problems that a recession would help solve. However, by repeatedly spiking the punch bowl rather than removing it, the Fed merely guarantees a much bigger hang-over when it inevitably runs dry.

(...)

Alles anzeigen

Gruss,
gutso

Zitat

Original von LuckyFriday
...na klar, und Trompetengold klebt auf der Haut....die Arme! Mit Lesegeschwindigkeit 600 Wpm bin ich ein paar Tage dran, beim Szabo

Gruss,
LF

??? - Soll ich was fett markern?

Is erledigt!

Grüsse & guten Wochenausklang,
gutso

Jetzt reisst euch mal zusammen!!

Von mir aus macht euch einen "Ich verkauf heut alles" Thread auf oder kapert euch irgend einen anderen, die braucht eh kein Mensch. Aber bitte kein so´n Scheiss hier in diesem Thread!

Zitat

Original von silverchiller
Jetzt reisst euch mal zusammen!!

Von mir aus macht euch einen "Ich verkauf heut alles" Thread auf oder kapert euch irgend einen anderen, die braucht eh kein Mensch. Aber bitte kein so´n Scheiss hier in diesem Thread!

Hallo?? Warum so aggressiv?? Ist doch alles im LOT In ERNSTEN ZEITEN muss man auch mal Spaß haben, das scheinen hier viele vergessen zu haben...

Letzte Sonntag hatten wir noch darüber gesprochen, dass T. Butler und I. Friedmann den monetären Charakter von Silber negieren. Zumindest bei Butler scheint ein Umdenkungsprozess stattzufinden. Erstaunt las ich diese Woche folgende Passage in seinem neuesten Artikel:

Zitat

(...)
But the major difference between nickel and silver is that nickel was never a true investment asset. It is a very valuable and vital industrial metal, but not an investment asset. Silver, in addition to being a vital industrial metal, is very much an investment asset, hopefully held by every reader of these words.

It is this dual role of silver that sets it apart from any other investment asset, in very practical terms. No other industrial commodity can be practically owned and held in one’s personal possession by large numbers of the world’s population. (Not even platinum and palladium). Gold can certainly be held, but gold is not largely used industrially, given its high price. It’s kind of funny to hear many speak somewhat disparagingly of silver’s dual role as an industrial and investment asset, implying silver can’t quite make up its mind which it is. That’s downright silly. It is precisely this dual role that makes silver so special.
(…)

http://www.investmentrarities.com/03-20-07.html

Gruss, SilVisconti

Heute also wieder ein
"ganz normaler Freitag?" ...

Und was sind so die Vorgaben?
Da wir leider immer noch etwas in der "Umklammerung durch das Geschehen bei den Weltbörsen" mit den Edelmetall-Spot-Kursen sind, mal ein kleine Bestandsaufnahme für heute:

Zitat

Wall Street schließt uneinheitlich 21:31, 22.03.

Aktien Singapur am Mittag etwas leichter 06:49, 23.03.

Aktien Hongkong am Mittag knapp behauptet 06:56, 23.03.

Komplett richtungslos. Wenn eine Tendenz, dann leichter.

Ausserdem sind wir mit den Spotpreisen - von Gold & Silber - nun seit 14.03.2007 nach oben gegangen.
Ich denke, da kann man nichts prognostizieren, mag sein, dass es heute in NY Gewinnmitnahmen gibt, von Verunsicherten.

Und dann auch noch sowas hier, beim Resource Investor!
Die interpretieren die Futures ...

Zitat

Gold Watch: Traders warn of some looming consolidation
By Jon Nones
22 Mar 2007 at 03:23 PM

Gold for April delivery rose $4.20 to close at $664.20 an ounce in New York.
Gold climbed today on the back of rallying crude-oil prices and bullish sentiment tied to a Federal Reserve statement on interest rates, according to CBS MarketWatch.
Oil rallied "after some particularly bullish data points yesterday on supplies into the U.S. economy and the general market belief that sooner or later the dollar has to start weakening," Neal Ryan, director of economic research at Blanchard & Co., said in e-mailed commentary.
And "we add to this the next 30 days demand from India as the religious festivals add to the demand for gold alongside the next burst of marriage demand, where gold is traditionally given as a dowry to the marriage by the bride," Julian Phillips, an analyst at GoldForecaster.com, said in e-mailed comments. Gold was helped technically when the April futures broke above the $659.50 area in a "W" pattern earlier this week, according to an analyst quoted by Dow Jones Market Talk.

"That's where a lot of new fresh buying came in. This is building on the top of that," said Larry Young, senior trader with Infinity Brokerage Services. "There has been speculative and fund buying."
"Obviously, the people who have always been bullish in the metals have used dips as buying opportunities. This just helps."

Gold may rise further on speculation higher energy costs will buoy investor demand for the metal, according to Bloomberg.
“There remains a relatively strong correlation between oil and gold,” said John Meyer, an analyst at Numis Securities Ltd. “Both are effectively reflecting the progress of the global economy. While we continue to see global growth, we likely will continue to see inflation.”

The metal is “potentially placed to target $700 as energy prices head toward their peak demand period which could generate fresh inflationary concerns,” said James Moore, an analyst at TheBullionDesk.com.

However, traders warned investors could lock in profits ahead of the contract's first notice day next week, according to Reuters.
"I'll be a little cautious and look for a little consolidation," said James Quinn, commodities commentator at A.G. Edwards. "I think that people will be tempted to take profits on positions as next week will be the first notice day.”
"The stock market regaining its confidence has kind of put gold traders on the defensive. It shifts money back into the stock market at the expense of the price of gold," Nickas said.

May silver closed up 16 cents at $13.48 an ounce, after peaking at $13.57; May copper jumped by1.8%, or 5.4 cents, to close at $3.073 a pound. June palladium rose $5.75 to close at $357.75 an ounce; April platinum gained $11 to end at $1,241 an ounce.

Alles anzeigen

- Abgesehen davon: Palladium ist dabei, nach Norden auszubrechen & auch Rhodium schickt sich an, weiter zu laufen!
Nicht vergessen ...

Thats all!

Gruss,
gutso

Zitat

Original von SilVisconti
Letzte Sonntag hatten wir noch darüber gesprochen, dass T. Butler und I. Friedmann den monetären Charakter von Silber negieren. Zumindest bei Butler scheint ein Umdenkungsprozess stattzufinden. Erstaunt las ich diese Woche folgende Passage in seinem neuesten Artikel:
(...)
Gruss, SilVisconti

Hallo SilVisconti!

Eben! Der ETF bei Silber ist ja ein anschauliches Zeichen dafür, dass da ein Unterschied bestehen muss!!
Dass der Butler hier aber nur mitliest & nicht postet ... find ich doof.

Danke für die Info!

Gruss,
gutso

Zitat

Original von gutso

Wenn Du glaubst dass das bezahlbar ist, - machs Du doch!?
(Suppenschüssel rauf & rum - aber die Anekdoooten dabei anhörn, daas ist wohl der Haken! )

Lies mal den Szabo & schreib´ was Gescheites, sonst gibts nur ne 4!

Gruss,
gutso

Alles anzeigen

...nachdem ich Das Merkel / Den Hosenanzug vor ein paar Tagen live an mir vorbeilaufen gesehen habe muss ich sagen.....Friseur wird weiterhin teuer sein

Zitat

Original von fs_fra

...nachdem ich Das Merkel / Den Hosenanzug vor ein paar Tagen live an mir vorbeilaufen gesehen habe muss ich sagen.....Friseur wird weiterhin teuer sein

sah die gesehene Person ungefähr so aus? ...