Beiträge von keepitshort

    wenn ich mir die neuen Spritfresser so ansehe


    100 PS und mehr


    Gewichtsklassen nur um viermal im Jahr irgendetwas zu transportieren


    8,0 l
    9,0 l
    10,0 l auf 100 km


    Benzinverbrauch im Stadtverkehr


    ich hab mir einen Toyota-Aygo gekauft


    auf 1600 km Benzinverbrauch gemessen


    5,34 Liter pro 100 km (ca 2/3 Stadt und 1/3 Autobahn )



    alles O.k.


    Arbeitskollen haben schon wieder mit Mobbing versucht
    die deutschen oder europäischen Automarken zu profilieren.


    Ich finde die japanische Konkurrenz im Deutschen Automarkt sehr wichtig



    Jeder soll sich das Auto kaufen was er will


    Bei Toyota haben die alles für mich erledigt
    Verschrottung vom Altwagen, Abmelden, Neuanmeldung
    real customer-service



    hätte mir am liebsten den Nano aus Indien gekauft


    der Nano von der Tata-Group hat leider keine Zulassung für den Europäischen Markt


    der Nano kostet ca. 2000 Euro

    repetition-drill


    oil, gold, silver


    May 20, 2008


    What the Oil Price is Telling Us and Will it Affect Gold
    and Silver Prices?


    by Julian D. W. Phillips



    The oil price has in the past few years been a
    major influence on the gold price and quite rightly too. Both represent an
    unalterable definer of power and value. But of late
    the gold price
    has lagged
    the oil price
    in its relationship with oil.


    [Blockierte Grafik: http://www.safehaven.com/images/phillips/10304_a.png]



    Fortsetzung folgt !!!

    repetition-drill

    [url]http://www.runtogold.com/2009/03/federal-reserve-will-fail-with-quantitative-easing/
    [/url]
    HTML clipboard [Blockierte Grafik: http://www.runtogold.com/images/Silver-backwardation.jpg]


    Because silver is also money; the chronic

    silver backwardation
    is equally if not more ominous.




    ++++++++++++++++++++++++++++++++++++
    Daten_Quelle:

    [url]http://www.lbma.org.uk/?area=stats&page=sifo/2009sifo
    [/url]



    [url]http://www.lbma.org.uk/stats/silvfwds
    [/url]
    ---> Silver Forwards ---> Jahr auswählen


    hier gibts auch eine Tabelle Libor minus SIFO
    diese Tabelle kann nicht so richtig einordnen ( Wer hat hier Tips ??? )


    +++++++++++++++++++++++++++++++++++++


    Silver Backwardation Ends

    8 comments


    June 07, 2009



    [url]http://seekingalpha.com/article/141747-silver-backwardation-ends
    [/url]


    ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++




    Five Weeks Of Silver Backwardation


    by Trace Mayer, J.D.
    on February 24, 2009</abbr>

    [url]http://www.runtogold.com/2009/02/five-weeks-of-silver-backwardation/
    [/url]

    http://www.silverseek.com/



    [url]http://news.silverseek.com/SilverSeek/1242835841.php
    [/url]


    Some Things Never Change
    By: Warren Bevan

    .....

    ..

    That simple fact
    alone tells me this analysis is disingenuous and inaccurate.
    Every year their silver forecasts have been subdued and plainly wrong.
    If I were to be bearish on a market where both industrial, (377.1 in 2000
    to 447.2 in 2008), and investment demand, (16.8 in 2001 to 50.2 in 2008), had
    been rising for eight years but supply had been in a flat to falling trend I
    wouldn’t expect to have credibility, let alone have chutzpa to continue to
    publish the figures and even more-so tout bearish propaganda.

    The
    GFMS
    executive chairman recently
    refused
    to debate
    GATA
    and likened them to the IRA.


    Without getting into
    the massive amounts of disinformation published by his company and just looking
    at the above I see how the only response possible from Philip Klapwijk would be
    to try to discredit, slander and smugly refuse. Underneath
    all his makeup he was surely sweating bullets for he knows he could not hold a
    candle to the massive amount of public information
    that
    GATA
    has collected over the years.

    ......
    ....

    Bausparen in inflationären Zeiten
    Bausparen ist Ausparen !!!



    Bausparen
    machen viele


    wäre es auch möglich


    anstelle Geld in eine Bausparkasse einzuzahlen
    sagen wir das Geld in Goldmünzen und Silberbarren zu investierten


    Bausparkasse ( Werterhalt von Papiergeld über ca. 12 Jahre, geringe Zinsen, günstiger Kredit der vorher mit Wertverlust aufgebaut wurde )


    Goldmünzen u. Silbermünzen ( Grundlage Wertverfall von Papiergeld, keine Zinseinnahmen, keine Werbeausgaben der Bausparkasse )

    Die gesetzliche deutsche Rentenversicherung

    schützt vor Altersarmut


    zusätzlich wurde Hartz-4 erfunden


    somit muss im Alter keiner Hungern leiden oder auf der Strasse leben



    Goldmünzen und Silbermünzen
    als Altersvorsorgeinstrument
    sind somit in Deutschland völliger Unsinn.


    denn Gold bringt keine Zinsen


    bitte gehen sie zu ihrer Hausbank
    lassen sie sich über die besseren Alternativen
    zur Altervorsorge beraten


    Riesterrente
    Lehmanzertifikate
    und viele
    andere
    Produkte


    war es nicht der Münchner Chiphersteller
    Infineon
    der durch den Banken-Einlagen-Sicherungs-Fond
    sein Geld gesichert zurückbekam.




    http://www.boerse-online.de/ak…-%FCberwiesen/507974.html
    Die Kasse des angeschlagenen Halbleiter-Konzerns [Blockierte Grafik: http://www.boerse-online.de/pix/fms/icon_aktie_ausgabe.gif] Infineon
    füllt sich unverhofft. Das Unternehmen erhalte 95 Mio. Euro aus seinen
    Lehman-Brothers-Anlagen zurück, sagte ein Sprecher des Unternehmens am
    Dienstag auf Anfrage. Insgesamt hatte [Blockierte Grafik: http://www.boerse-online.de/pix/fms/icon_aktie_ausgabe.gif] Infineon bei der zusammengebrochenen US-Investmentbank 120 Mio. Euro investiert.


    The Bullish Case for Silver

    16 comments

    April 30, 2009


    [url]http://seekingalpha.com/article/134284-the-bullish-case-for-silver
    [/url]



    By Lara Crigger


    .....
    ..


    This article has 16 comments:


    Silver is a
    worthwhile holding, but I wouldn't bet the whole farm on it or gold. I would
    definitely hold bullion silver rather than an ETF--just my preference. Just put
    it away and forget about it.


    I hold a lot
    (for me) of physical silver,
    but also a lot of shares in silver
    miners
    and in
    SLW(silver-Wheaton-stock)
    . If you want to know about the coming
    silver squeeze, see Ted Butler's columns--do a search. This week he says there
    has been a shift, with the trapped COMEX silver shorts struggling to get out
    because they know that the silver push is coming to shove. As for where else to
    hold money, in addition to silver and gold and mining shares, there's platinum,
    there's oil and there's nat gas, and water, and grains... cotton. Lots of
    choices.


    +++++++++++++++


    "If you're a
    copper miner,
    you don't care about the price of
    silver
    . You just pass it off to your bank for them to sell at any
    price they like. That puts a lot of pressure on silver prices," explains Morgan.


    Load of crap. The futures traders
    set the prices of everything
    and even the largest company's seem
    to have no control. Ever heard of
    Exxon saying, "Our price today is $75 a barrel?"


    "The natural gold/silver ratio, or the amount of silver coming out of the ground
    relative to gold, is closer to 8 to 1," says Morgan.


    I thought the prices of gold/silver were used to compute the ratio, not how many
    oz. are mined?


    +++++++++++++++++++++++


    Looks like I
    should clarify a few things:


    On Apr 30 11:39 AM ZZ wrote:


    > "If you're a copper miner,
    you don't care about the price of
    silver.


    > You just pass it off to your bank for them to sell at any price they


    > like. That puts a lot of pressure on silver prices," explains Morgan.


    >


    > Load of crap. The futures
    traders set the prices of everything
    and


    > even the largest company's seem to have no control.
    Ever heard of


    > Exxon saying, "Our price today is $75 a barrel?"



    The issue here is not
    that pure-play silver mining
    companies are unable to set their own commodities prices,
    because
    you're right--nobody gets to do that.


    Rather, the issue is
    that silver is
    overwhelmingly an "incidental"
    commodity -- most of the companies
    who mine it out (silver)
    of the ground do so
    only to get to the other stuff,
    like copper and zinc.

    So they really couldn't care less
    what silver ends up
    ultimately being priced at; they
    send it off to someone else and tell 'em, "sell it at whatever price you like,
    we don't care".
    That sort of "whatever" attitude puts a real
    damper on silver's market value.


    > "The natural gold/silver ratio, or the amount of silver coming out


    > of the ground relative to gold, is closer to 8 to 1," says Morgan.


    >


    > I thought the prices of gold/silver were used to compute the ratio,


    > not how many oz. are mined?


    What Mr. Morgan was getting at was that there's a discrepancy between the ratio
    of actual physical gold mined each year to actual physical silver mined each
    year (which he calls the "natural" ratio) and what we as investors regard as the
    "gold/silver ratio" -- and that the former doesn't necessarily drive the latter.




    +++++++++++++++++++++++++++++++++++++++++++++++++++++++


    Supply/Demand
    Dynamic? The derivative traders are the new dynamic.


    Oil zoomed to $150 a barrel
    and then down to $40 a barrel in a
    few months.
    Was
    there a supply shortage

    at $150? No


    Did demand fall off the roof on the way to $40?
    No


    Industrial
    uses for silver are increasing but there's also another factor to consider in
    price forecasts. That is, the economic and political costs of bringing new mines
    into production. These will play a large role in future costs.


    Political costs, permitting etc. are increasing as are the labor and associated
    social costs of mining. Mines are now expected to not only operate at a profit
    for shareholders but, increasingly, to provide benefits for nearby communities.
    With increased energy, demand and capital costs substantial increases in prices
    are inevitable.


    Should silver regain some of its status as a monetary asset David Morgan's
    estimates could appear conservative.



    +++++++++++++++++++++++++++++++++++++++++++++


    "Silver
    Wheaton Corporation
    (NYSE:

    SLW
    ), another major silver mining company operating mines in Mexico, Sweden,
    Peru, Greece and the U.S."


    I thought SLW only had one mine, which wasn't acquired until this year.
    Its primary business model takes
    advantage of silver being, as you call it, an "incidental" commodity.

    SLW buys silver in advance, from
    miners
    who produce it as a
    by-product.
    The
    purchase price is lower than the market price, so SLW earns the spread and takes
    on the risk/reward from moves in the silver price.
    The miners get a guaranteed price
    and don't have to bother marketing the silver.



    +++++++++++++++++++++++++++++++++++++++++++++++++


    The lack of
    interest is from the investors that have been doing their homework and know that
    J.P. Morgan Bank
    has been manipulating
    the Silver market
    with their large short positon.


    ++++++++++++++++++++++++++++++++++++



    You might add, their large "naked" short
    position.
    It's
    highly unlikely that they have those options covered
    considering
    the size of the position.




    Or could it be they
    have it covered with the bullion from the SLV ETF, which they are supposed to be
    the custodian of?




    I haven't substantiated this stuff, so as far as I'm concerned it's all rumor.
    If it's true it would explain a great deal.


    ++++++++++++++++++++++++++++++++++


    I keep
    hearing of the JP Morgan nekkid short position. Them folks is smarter that I is,
    so what I wants to know is why the
    'massive' short position?




    From what I've read they could
    never really cover
    (unless
    they could buy/sell enough
    call/put options on Silver or miners
    to make up for it), so why'd they do it?
    Why didn't they cover in October '08?




    Can anyone enlighten me or point me in the right dee-rection?


    ++++++++++++++++++++++++++++++++++++++++++


    The one
    company that has a shot at being
    taken over
    in the silver arena
    is HL (Hecla-silver-stock).
    It is a crappy company with a good portfolio. A major could eat them up and the
    share holders are so willing now to sell out at a premium. That is the only
    worthwhile silver play and it is only due to potential take out. Sorry silver
    won't move for sometime.


    ++++++++++++++++++++++++++++++++++++++++


    "But if
    silver has so much potential, why
    is it still so hush-hush among investors?"...


    Look at what happened to the Hunt
    Brothers.
    The money changers stepped in and changed the rules,
    lest they be successful and others follow in their footsteps.
    And Warren Buffet? Even he
    was only allowed to hold his silver
    for a few short years.
    No,
    the big names know
    that silver
    is an off-limits
    special metal, that due to its nature,
    is used to control the price of gold (and thus paper
    money).




    For all we know, silver could not only be the most indispensable metal on Earth,
    but throughout the whole Universe as well.



    ++++++++++++++++++++++++++++++++++++++++++++++

    bin auch aus dem Raum Würzburg


    und wenn die Firma in Höchberg/Würzburg
    günstiger ist als ein Kauf bei einer Bank
    dann fahre ich nach Würzburg


    seit ca. 3 Jahren kaufe ich Silberminenaktien
    hätte ich 3 Jahre lang Silberbarren gekauft
    hätte ich heute ca. 40% mehr Eigenkapital.


    Aktien sind sehr riskant
    ich könnte nur den CEF / Amex empfehlen
    aber da benötigt man wieder einen Kauf in der USA oder Kanada
    und das Währungsrisiko hat man auch noch Tausch von Euro in Dollar beim Kauf
    und Tausch von Dollar in Euro beim Verkauf.


    Könnte jedem empfehlen Silberbarren 1 kg zu kaufen
    So ein 1 kg Silberbarren kann man jemandem zum Geburtstag schenken


    kann man als gute Dekoration auf dem Schreibtisch plazieren

    China's Gold Reserves Almost Doubled
    April 24, 2009

    [url]http://seekingalpha.com/article/133008-china-s-gold-reserves-almost-doubled?source=article_lb_articles
    [/url]


    Comments:


    The
    Bloomberg repor
    t on the
    China gold increase
    (which came from purchases of scrap and
    domestic production) is here:

    [url]http://www.bloomberg.com/apps/news?pid=newsarchive&sid=azu2GgdtzJqQ
    [/url]



    China will take it
    off their hands. If
    they want to make the yuan a reserve currency (perhaps as part of a basket),
    or at least an international trade
    currency
    , they need
    to back it with gold.
    Strengthening the yuan
    furthers their desire for
    political and economic hegemony
    in Asia.


    .....
    ...


    Comment:
    China's gold
    holding is pitifully small compared to that of India.
    Indians
    hold 25000-30000
    tonnes of gold
    , approximately 20% of all above-the-ground gold in the world.
    This is not in government hands, but widely dispersed. Even the poorest Indian
    owns a small quanity of gold


    Read this article for details.
    [url]http://2ndlook.wordpress.com/2007/11/10/india-the-worlds-richest-economy/[/url]


    China Increases Gold
    Reserves 76% to Fifth-Largest


    [url]http://www.bloomberg.com/apps/news?pid=newsarchive&sid=azu2GgdtzJqQ
    [/url]


    Gold and The Role of the Dollar


    April 26, 2009 | about stocks:
    GDX /
    GLD




    [url]http://seekingalpha.com/article/133096-gold-and-the-role-of-the-dollar?source=article_lb_articles
    [/url]


    Given that foreign investors own about $2.5
    trillion more of US assets

    than Americans own of foreign assets,
    what price of
    gold is necessary for the US to no longer be a debtor?
    Answer: More than $8,500
    an ounce.

    Another approach, suggested by a Swiss investment bank, is to relate the price
    of gold needed to cover some measure of money supply. By its reckoning, the US
    would need gold to be worth about $6,000 an ounce to reintroduce a gold
    standard.


    For the US, China, and Japan, the three largest economies as measured by
    purchasing power parity, to back their money with gold would require a price
    closer to $9,000 an ounce.


    On April 24th China revealed it has dramatically increased its gold holdings
    since 2003. In 2001, China said it had roughly 500 tonnes of gold. By 2003, it
    had risen to a little over 600 tonnes.
    Now it says
    it has 1,054 tonnes of gold,
    more than a 75% increase. Still this means that gold accounts
    for only about 1.6%
    of China’s reserves.



    April 25, 2009
    Gold - The Yuan goes Global Consequences!
    by Julian D. W. Phillips

    [url]http://www.safehaven.com/article-13191.htm
    [/url]

    Approximately 75% of global trade is denominated in the U.S. $
    in this way.


    Actions taken already to make the Yuan global


    1. China has agreed a 70 billion Renminbi [Yuan] currency swap
      with Argentina
      that will allow it to receive Renminbi instead of U.S. dollars
      for its exports to the Latin American country.
    2. Beijing has signed 650 billion Renminbi ($95 billion, €72 billion) worth of deals since
      December with Malaysia,South Korea, Hong Kong, Belarus, Indonesia.
      This, and now Argentina, in an attempt to unblock trade financing that has been severely curtailed by the
      crisis.
    3. Now, the Chinese government has permitted
      five major trading cities to use the Yuan in overseas trade settlement.
      This is a very important
      step towards the establishment of the Yuan as a global and reserve currency


    The Chinese government has watched with deep concern the prospect of its
    export surpluses [held in the U.S. $]
    move to the point

    where their buying power will drop
    heavily.

    Ein ehemaliger Arbeitskollege hatte auch mal sehr schöne Ringe: Das war
    eine Kordel aus Rot-, Weiß- und Gelbgold geflochten. Wirklich sehr
    schön.


    diese Kordel wäre schon etwas ausergewöhnliches
    gegenüber der Standardvariante

    #3573


    Noch Gold in Fort Knox ?


    but an organisation named the Gold Anti-Trust Action Committee (GATA) is
    taking a different approach.


    It has hired the Virginia law firm William J.Olson, PC, to test President
    Obama's promise to bring “an unprecedented level of openness” to the Government

    and next month it will file several Freedom of Information requests for a full
    disclosure of US gold ownership and trading activities.


    [url]http://www.timesonline.co.uk/tol/news/world/us_and_americas/article5989271.ece
    [/url]


    bitte immer die Kommentare dazu lesen


    Even in the unlikely event of the US
    still holding c. 8,000 tons of unpledged gold, it would only be worth around
    $300billion
    - peanuts compared to the 10's of Trillions
    needed to offset the destruction and hyper-deflation of wealth and assets back
    to 1971 levels - that's how much trouble we're in.


    Roger S., Yateley, UK

    hier nochmal als Wiederholung:

    Silver bullion-ETF close to DEFAULT?


    [url]http://www.bullionbullscanada.com/index.php?option=com_content&view=article&id=448:silver-bullion-etf-close-to-default&catid=50:blog-banter&Itemid=98
    [/url]


    As things stand
    today, SLV does not even have “paper promises” to cover all the silver
    it claims to hold for investors. There is not even any current
    steps being taken to secure more “paper promises” (i.e. a new “custodian
    agreement”).


    Instead,
    JP Morgan, is simply making an oral assurance
    that it would “hold” more silver on
    behalf of SLV.
    JP Morgan
    (as every silver investor should know) is one of the
    two criminal operations who currently hold
    a “short position” in excess of
    one full year of global silver production.
    Their short
    position, along with one other U.S. bank represents 96% of the
    TOTAL “short” position at the Crimex...I mean “Comex”.



    Bullion-ETF's: a multi-purpose scam


    Written by Jeff Nielson
    Sunday, 01 March 2009 23:59

    [url]http://www.bullionbullscanada.com/index.php?option=com_content&view=article&id=263:bullion-etfs-a-multi-purpose-scam&catid=53:featured&Itemid=102
    [/url]


    Meanwhile, at precisely this same moment in time, we learn that
    not only has Goldman Sachs
    totally closed their once-HUGE “short” position
    against gold, but in the month of February,
    Goldman Sachs (and/or their clients)
    were taking more “physical” delivery on bullion from the Comex trading in New
    York than at any time in their history.

    Comments (2)


    Hi Clint. The only ETF which I KNOW
    is backed by real bullion
    is the CEF
    (Canadian-Exchange-Funds) funds.



    [url]http://ezinearticles.com/?ETF-Gold-Trusts-Vs-Allocated-Gold-Bullion---Which-is-Safer?&id=2025337


    One company that I believe fulfills the bill is
    BullionVault.