Beiträge von keepitshort

US-Dollar year 2008 bis 2013

ich geht davon aus die 10year-Treasuries fallen und somit fällt auch der US-Dollar

bester Kaufzeitpunkt für Silberminen

http://blogs.stockcharts.com/c…-test-the-trendlines.html

Wiederholung:
charts will say more than thousand words
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http://www.safehaven.com/artic…alyst-for-precious-metals
Note that the peak in Bonds in 2005 coincided with a major bottom in precious metals.
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While bonds and gold have been the big winners since 2000, they remain uncorrelated on shorter time frames.
http://www.safehaven.com/artic…old-gold-stocks-and-bonds
That being said, the largest advances in gold and gold shares have occurred when bonds were forming an important peak.

http://www.resourceinvestor.co…e-as-an?t=precious-metals

India's aggressive anti-gold measures, plus the traditional 'close season' of Chaturmas, have seen gold imports fall to zero so far this month.

In contrast, India's silver imports have soared in 2013 so far, rising 285% from the same period last year.

nano-silber in touch-screens
oder
graphene in touch-screens

time will tell

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http://online.wsj.com/article/…usiness_LeftTopHighlights

One factor holding graphene back is cost. Some U.S. vendors are selling a layer of graphene on copper foil for about $60 a square inch. "It needs to be around one dollar per square inch for high-end electronic applications such as fast transistors, and for less than 10 cents per square inch for touch-screen displays," estimates Kenneth Teo, a director at the Cambridge unit of Germany's Aixtron SE AIXA.XE -0.46% that makes machines to produce graphene.

http://www.silverdoctors.com/p…t-through-cartel-capping/

The move comes on today’s horrible home sales report, which saw new home sales plunge to just 35k in July with rapidly spiking interest rates. It appears the market is telling Bernanke that taper is not an option.
( wenn die Zinsen steigen so fällt der Bondmarkt --> http://www.stockcharts.com Kürzel: TLT oder IEF

Die Verkaufsmenge von neu gebauten Häusern, im July-2013 ist gesunken, einhergehend mit schnell steigenden Zinsen.
Es scheint so also ob der Markt Ben Bernanke zeigt, dass taper keine Wahlmöglichkeit darstellt.

hier eine Graphik, der Zinsentwicklung, der 10-jährigen-US-Staatsanleihen

http://www.goldseiten.de/artik…-gescheitert.html?seite=2

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Der Trend vom Bondmarkt
zeigt auch die aktuelle Zinsentwicklung

Chart ---> $USB, $Gold, $silver, $HUI
http://www.safehaven.com/artic…alyst-for-precious-metals

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In the chart below we plot TLT (Bonds), the HUI Gold Bugs Index (large miners) and gold. While bonds and gold have been the big winners since 2000, they remain uncorrelated on shorter time frames. In the chart we highlight four cases in which gold and gold stocks bottomed and bonds peaked shortly thereafter. Interestingly, bonds and gold were correllated in late 2007 to early 2008, in early 2010 and in the lead up to the Euro crisis in late 2011.
http://www.safehaven.com/artic…old-gold-stocks-and-bonds

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30year Treasury Bond-price versus Gold
chart: $USB, $Gold corr(50) ---> Verhalten, Relation
http://www.safehaven.com/artic…sset-classes-set-to-shift

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updates to be up-to-date

http://thedailygold.com/?s=Byrne ( hier update sofort )

http://www.safehaven.com/author/336/jordan-roy-byrne ( update erst einige Tage später vorhanden )
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Bonds, SPX peak, buy on margin,
http://www.321gold.com/editorials/cooke_r/cooke_r082013.html

goldstocks vs. S&P500
http://thedailygold.com/will-the-sp-500-impact-gold-stocks/
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Gold-Experten: "Die Notenbanken agieren wie Alkoholiker“

Vor Beginn von QE1 hatte die Veränderungsrate der Bilanz der Federal Reserve eine historische Korrelation von 20 Prozent zum S&P 500. Seit 2009 ist diese Korrelation auf mehr als 86 Prozent angestiegen. Die Geldmengenausweitung hat somit größere Auswirkungen auf die Börse als die Entwicklung der Unternehmensgewinne.

http://www.finanzen.net/nachri…n-wie-Alkoholiker-2613089

Wenn man sich hier mit seiner e-mail-Adresse kostenlos anmeldet
bekommt man gute Infos per e-mail
Die Zeiten sind vorbei wo 1979 nur die Reichen Zugang zu guten Infos hatten

http://sprottgroup.com/subscribe/

ich sehe schon 3 Lichter am Ende des Tunnels

despite increasing government gold import duties,
(zunehmende Einfuhrzölle auf Gold in Indien, hängt damit zusammen dass
die indische Währung an Wert verliert und die Inder in sichere Wertanlagen wie Goldmünzen flüchten)

In 2Q alone, geologist and investment strategist Keith Barron notes that there was a 71% increase in gold and silver demand in India, despite increasing government gold import duties, and an 85% increase in China. The recent PM rally, Barron says, has been intensified by short covering prompted in part by Asians demanding repatriation of gold holdings. "They know the Western fractional gold system is nearing collapse," Barron adds.

http://seekingalpha.com/articl…us-metals-ii?source=yahoo

John Paulson’s faith in gold unshaken despite ETF sale

By Jack Farchy in London

http://www.google.de/?gws_rd=c…n+Paulson%E2%80%99s+faith

hoffentlich geht die Party bald los !!!

Paulson, the biggest investor in the SPDR Gold Trust, the largest gold ETP, cut his stake by 53% in the second quarter, an August 14 government filing showed.

Paulson, Soros and Loeb may be following in the footsteps of Einhorn and Bass and deciding to liquidate the more risky gold ETF, futures and paper gold and instead opting for the safety of allocated physical bullion.

http://www.zerohedge.com/contr…ish-march-physical-demand

Backwardation, when nearby contracts are more expensive than longer-dated futures, very rarely happens and it often shows a lack of physical bullion supply.

The three-month lease rate, reflecting the cost of borrowing gold, reached a four-year high on August 7 also signalling tight physical supplies globally.

am Beispiel von Silbercrop Metals trading-place-Toronto ---> SVM.to

wissen wir dass dieses Silberminenunternehmen

ständig short-Attaken von Alfred Littel
ertragen musste

jetzt könnte der Zeitpunkt gekommen sein
wo shortseller von Silberminen
sich mit Aktien eindecken müssen

so eine Art short-squeeze

Natürlich ist uns die short-squeeze bei den Stammaktien
beim Autohersteller VW in Deutschland noch gut in Erinnerung

hier der linke zu short squeeze

http://de.wikipedia.org/wiki/Short_squeeze

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http://www.investopedia.com/terms/s/shortsqueeze.asp

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eine Story mit vielen interessanten Links

http://www.investopedia.com/ar…hursday-hunt-brothers.asp

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der oben gennante Bericht vom Handelsblatt
zum Aluminium
finde ich wirklich interessant
ich hoffe das Handelsblatt wird den Trend bei Silber erkennen
und dann vielleicht vermehrt interessante Berichte zum Silberpreis liefern
auch als Zeitung muss man Infos liefern mit denen die Leser Geld machen können

http://www.theaureport.com/pub…wnturn-chris-lichtenheldt

Miners with the Grade to Survive the Silver Downturn: Chris Lichtenheldt

The daily chart below shows GDX (large miners), ZJG.to (mid-tiers and juniors) and SIL (silver stocks)

http://www.safehaven.com/artic…s-are-leaving-the-station

OLED
könnte den Silberverbrauch beeinflussen

hier mal eine Anwendung mit OLED

http://www.lg.com/us/oled/whats-oledtv.jsp

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Cambrios Silver nanowires to revolutionize touch screens and displays

http://www.youtube.com/watch?v=TbtbM_C_J7I

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Jeder hat ein smart-phone
hierbei ist der touch-screen
ein absolutes muss

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http://www.photon.info/photon_news_detail_de.photon?id=76816

Silber-Nanodraht reduziert Kosten organischer Solarzellen

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http://www.azonano.com/article.aspx?ArticleID=3169

Printable Silver Nanowire Touchscreens: An Interview with John LeMoncheck

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http://www.oled-info.com/silve…lternatives-oled-displays

Silver Nanowires, a viable ITO alternative for OLED panels?

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http://www.chemie.uni-erlangen…r-organische-solarzellen/

Silber-Nanodraht senkt Kosten für organische Solarzellen

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technische Hintergrundinformation

http://www.google.com ---> oled silver nanowire

http://www.azom.com/article.aspx?ArticleID=4948

Challenges with Using Indium Tin Oxide (ITO) Material in OLED Devices
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Silver as an Alternative Material to Indium Tin Oxide (ITO) for OLED Lighting

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http://sprottgroup.com/thought…the-sun-shines-on-silver/
Meanwhile, Japan is now expected to become the world’s largest solar energy market this year. According to a report by U.S. research firm IHS Inc., an estimated 5.3 gigawatts of generation capacity will be added this year, supplying the output roughly equivalent to five nuclear reactors. Japan’s domestic solar power market is forecast to reach $19.8 billion (¥1.91 trillion) in 2013, surpassing that of Germany, which was the biggest solar market from 2009 to 2012, according to IHS.2
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http://silverinvestingnews.com…-japan-silver-prices.html
China and Japan step up
Though silver is perhaps best known as an investment tool, it is not without other sources of demand, one of which is the solar industry.
In an article http://www.caseyresearch.com/a…taic-silver-bull-in-china published last week by Casey Research, Jeff Clark, senior precious metals analyst at the firm, notes that while photovoltaic technology, the backbone of the solar industry, did not begin registering on silver demand charts until the turn of the millennium year-2000, the amount of silver consumed by solar panel makers has risen approximately 50 percent per year since that time.
Currently, it accounts for 5.6 percent of all industrial silver use, but, as mentioned, two factors mean that amount may be set to increase.
The first is the fact that on July 4, China’s State Council said it will stand behind a plan, originally put forward by the nation’s State Grid, to raise China’s solar generating capacity to 35 gigawatts (GW) by 2015. That is 67 percent higher than the previous target of 21 gigawatts (GW) and will mean a yearly addition of 10 GW from 2013 to 2015, according to Clark.
Second, Japan, China’s western neighbor, will increase its solar generation capacity by about 5.3 GW this year, David Franklin and David Baker state in a Sprott’s Thoughts report http://sprottgroup.com/thought…the-sun-shines-on-silver/ . Also this year, the country’s domestic solar power market is expected to reach $19.8 billion, meaning that Japna will pass Germany as the world’s largest solar market.
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Potential market impact
The key question, of course, is exactly how much impact these factors will have on the silver market as a whole.
Franklin and Baker give a clear outline of their likely effects, stating that as per information from the Silver Institute, making 1 megawatt of electricity requires up to 2.8 million ounces of the white metal. If China and Japan end up increasing their solar generation capacity by as much as they currently plan — a combined total of about 27 GW — together they will require around 91 million ounces of silver. That’s up to 11 percent of global mine supply by 2012 numbers, a fairly sizeable amount.

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(US)Petrodollar

Das mit dem US-Dollar und den Rohöllieferländer wie
Saudi-Arabien, Kuwait, Irak
ist schon sehr interressant

noch haben die USA diese Rohöllieferländer unter Kontrolle
und deshalb wird auch weiter Rohöl in US-Dollar bezahlt

wie das mit dem Iran läuft ist schwer abzuschätzen

aus meiner Sicht wird die USA weiter die Schutzmacht für diese Rohöllieferländer stellen

Saudi-Arabien ist ein gutes Beispiel wie lange die schon mit den USA zusammenarbeiten
aber auch Kuwait hat Erfahrungswerte was es bedeutet nicht von den USA geschützt zu werden

wo war noch mal dieser Kohmeini im Exil
bevor er im Iran seine Revolution durchführte
um den Gottesstaat zu errichten
im Iran gabs sogar mal eine Frauenvolleyballmannschaft, das war aber unter dem Shah von Persien