Gold und Silber... Informationen und Vermutungen I

Ganz kurz, Milly

Den habe ich bereits schon zweimal hier reingelegt, brilliante Untertitel, darauf muss erstmal einer kommen.

Wahrscheinlich war es ein Goldbug.

Was sagte er nochmal, alle die short Gold sind verlassen das Zimmer oder den thread hier.

Cheers

XEX

Weekend Radio

Bob Hoye :

http://www.howestreet.com/

Er sagt der langfristige Ratio Silber/Gold geht von 69 auf 100.
Hoffen wir mal es trifft nicht zu.
Mein Ratschlag, nicht alles auf eine Karte setzten, fahrt zumindest mal zweispurig bis sich etwas aendert.
Die mit viel Geld stuerzen sich als erstes auf Gold und dann vielleicht auf Silber vermute ich.
Schade das Silber aus dem Geldmuenzen verschwunden ist sonst waere eine andere Situation.
Ca. 44% von Silber wird in der Industrie benutzt, faellt der Wachstum um 50% dann sind min. 22 % mehr Silber am Markt was dann die Zahl "100" beim G/S Ratio erreichen koennte.

Mein physischer Mix ist z.Zt. 34 % Silber und 64 % Gold sowie knapp 2 % Platin, btw.
Ungefaehr 38% davon sind ETF's die ich bald abstosse und in physisch umwandeln werde, ich traue keiner Bank mehr in USA, die SLV bei Gleichstand fliegt sofort raus.
Alles zusammen physisch incl. der ETF's SLV, CEF, ZSIL, sind das jetzt knapp 59% vom Depotwert.
Ich fahre das noch weiter rauf sobald wie moeglich auf die 70% und lasse 30% in PM/Uran/Diverses Aktien dann freut sich auch Mesodor.

Gruss

Eldo

http://finegoldsilver.com/info…nd-production/2008/08/21/

Amerika schmiedet Rettungsplan

http://www.faz.net/s/Rub0E9EEF…Tpl~Ecommon~Scontent.html

Derivatives

A nuclear winter ?

http://www.economist.com/finan…feature&story_id=12274112

Trillion dollar rescue? video

http://www.reuters.com/news/vi…d=90997&newsChannel=ousiv

Obama, McCain react to crisis

http://www.reuters.com/news/vi…eoId=90993&videoChannel=1

Russia says NATO provoked Georgia conflict

http://www.alertnet.org/thenews/newsdesk/LJ463023.htm

http://www.alertnet.org/thenews/newsdesk/LK690986.htm

Erhebliche Belastung für die US-Steuerzahler
Banken-Rettungsplan könnte bis zu 20 Prozent des BIP kosten

http://www.nzz.ch/nachrichten/…plan_kosten_1.857307.html

«Spekulieren über ein Ende der Krise ist verfrüht»
Bundesrat Merz zur Finanzkrise und zu den Konsequenzen für die Politik

http://www.nzz.ch/nachrichten/…t_verfrueht_1.862218.html

Strebt die USA Sozialismus oder Kommunismus an ?

http://www.mmnews.de/index.php…e/Schuldenmoratorium.html

Bislang größte Bargeld Kontroll Aktion in Deutschland. 800 Zöllner kontrollierten 13.000 Reisende.

Grenze zur Schweiz/Liechtenstein abgeriegelt.

Polizei mit "Bargeld-Spürhunden" unterwegs!

Dachte immer Geld stinkt nicht

http://www.mmnews.de/index.php…KTION-IN-DEUTSCHLAND.html

Peter Grandich:

http://www.grandich.com/docs/alert_09-20-08.pdf

Peter Schiff Video:

AMERICA IS FINISHED !

Part 1:

http://www.youtube.com/watch?v=x1V5iu715rc

Part 2:

http://www.youtube.com/watch?v=6DMgAc_RX3o

http://www.youtube.com/watch?v=yQ8jJVLyecg&feature=related

Peter Schiff on Gold:

http://www.youtube.com/watch?v=EW5tlP-m0eE&NR=1

Bad Debt Plan May Cost Up to Half a Trillion Dollars

Watch the video in the middle

http://www.cnbc.com/id/26779080

September 19, 2008

Paulson Goes All In

Just three days ago, after looking at the prospect of bailing a string of distressed financial institution in the country, the government seemingly drew a line in the sand, and refused to bail out Lehman Brothers. The authorities clearly saw Lehman’s demise as a trial balloon to see how the markets would react if the government stayed on the sidelines. That trial balloon quickly turned into the Hindenburg. Immediately reversing course, the Government has decided to go “all in” and bail out every institution with financial exposure to U.S. mortgages. Simply put, Americans will not be allowed to visibly suffer losses after the greatest asset bubble in U.S. history. But make no mistake, the losses are real and Americans will pay one way or another.

Moving beyond the guided munitions of selective bailouts, the Government is now trying the financial equivalent of carpet bombing (for AIG, Merrill Lynch, and especially Lehman Brothers, this gives new meaning to being a day late and a dollar short). To continue with the military analogies, Paulson's bazooka turned out to be a nuclear tipped ballistic missile.

By committing trillions of tax payer dollars (not the “hundreds of billions” that Paulson predicts), the plan will save commercial and investment banks from certain bankruptcy. In his statement today, Paulson made clear that Congress must pass new legislation to allow the Government to acquire even those loans too poorly collateralized to currently qualify for GSE or FHA absorption. The losses baked into these mortgage products, which Wall Street has been reluctant to even estimate, will now be borne wholly by taxpayers.

In his press conference, Paulson assured us that this plan was designed to safeguard our savings. But in typical government fashion, the plan will have the reverse effect as savings will be wiped out through inflation. He also claims that the plan will safeguard home equity by keeping real estate prices high. Since when did high home prices become a strategic national priority? If the plan succeeds, the gains for home sellers will simply be matched by losses for homebuyers, who end up paying inflated prices, and taxpayers, who get stuck with the losses when those buyers default.

Paulson’s distress and confusion was clearly evident when he fielded questions from reporters. The first asked Paulson to describe his fears regarding the probable economic consequences of government inaction. Paulson provided no answer and promptly exited stage right.

When the U.S. government owns all mortgages, the real estate market will be completely subject to political, rather than financial, concerns. Will foreclosures be outlawed? Will loan term easements and principal reductions become standard campaign issues?

While it is dizzying to predict how this plan will be implemented, it is fairly simple to foresee the macroeconomic consequences. The U.S. dollar will be shattered beyond repair. The government simply has no means to make good on the trillions of new liabilities. Interestingly, while both Paulson and President Bush acknowledge that the plan will put “significant amounts of taxpayer dollars on the line,” they did not mention any tax increases. Given the politics, no such move is forthcoming. The printing press is their only solution.

The government has also decided to insure all money market funds, adding trillions more in unfunded liabilities to the Federal balance sheet in the blink of an eye. Of course, since bad real estate loans are not the only toxic assets on the balance sheets of financial institution, we will also need to absorb other classes of asset-backed securities, such as those backed by credit card debt and auto loans. So while the move ensures that depositors will not lose money, is does insure that the money itself will lose value. Is the trade-off really worth it? Washington thinks so.

Further, since I assume the plan will apply to all mortgage debt, U.S. taxpayers will also be on the hook to bail out foreign institutions that loaded up on the financial sludge. However, once the government takes them off the hook, do not expect them to re-invest the windfall back into other U.S. dollar denominated assets. This get-out-of-jail free card will likely scare them straight. The global mass exodus from the U.S. dollar and Treasury debt is about to begin: do not get caught in the stampede.

Although gold initially sold off as the apparent need for a financial safe haven ebbed, look for a spectacular rally to commence as its traditional role as an inflation hedge returns with a vengeance.

For a more in depth analysis of our financial problems and the inherent dangers they pose for the U.S. economy and U.S. dollar denominated investments, read my new book “Crash Proof: How to Profit from the Coming Economic Collapse.”