Beiträge von linar

    Japan to Raise Interest Rates - Gold


    Chris Laird
    http://www.PrudentSquirrel.com
    Jul 4, 2006


    Practically the whole world is raising interest rates in tandem. Now, the final big economy is going to raise- Japan. Generally speaking gold finds rising interest rates a suppressive force. This move by Japan could hit gold hard next week. ?( :rolleyes:
    full story: http://www.321gold.com/editorials/laird/laird070406.html


    ...na das will ich aber nicht hoffen ;)


    linar :)


    ...tja meine Bank hat mir für 50'000 Stück gnädigerweise 4'166 gutgeschrieben X( Dreckspack X(


    linar X(

    2:16 PM ET 6/29/06
    FOMC MAKES MAJOR CHANGES TO MAY 10 STATEMENT


    2:16 PM ET 6/29/06
    FOMC VOTE TO HIKE RATES UNANIMOUS


    2:16 PM ET 6/29/06
    FOMC:SAYS CORE INFLATION HAS BEEN ELEVATED


    2:16 PM ET 6/29/06
    FOMC SAYS INFLATION RISKS REMAIN


    2:16 PM ET 6/29/06
    FOMC SAYS GROWTH IS MODERATING


    2:16 PM ET 6/29/06
    FOMC: "ANY ADDITIONAL FIRMING" DEPENDS ON OUTLOOK


    2:16 PM ET 6/29/06
    FOMC HIKES RATES BY QUARTER POINT TO 5.25%


    ...und die Folgen ;)


    linar :)

    The Mogambo Guru - Jun 28, 2006


    ..........One thing I am very, very, VERY sure about, though, is that gold and silver will be fabulous assets that will undergo a huge inflation in price. Another thing that I am sure about is that one day in the not-too-distant future, your grandchildren, with the advantage of 20/20 hindsight, will be able to prove that in 2006, with gold and silver selling at less than $700 an ounce and $13 an ounce respectively, precious metals were the Mogambo Freaking Bargain Of The Century (MFBOTC), and your grandchildren will laugh at you ("Hahaha!") because you did not buy gold and silver then, proving that you were so stupid that whereas even newborn babies can see that the MGBOTC was right in front of your damned eyes the whole time, you, perversely, kept all your money (and even put more money!) into the Ponzi stock market, and the Ponzi bond market, and the Ponzi government economy, and the Ponzi real estate market! Hahahaha! Now you are forced to eat weeds and bugs because all of your money is gone and the song was right; "Nobody loves you when you're down and out."...............


    ***Mogambo sez: You can almost smell the fear in the gold and silver shorts, as more and more people are waking up to the fact, without elaboration, that every time in the entire course of history that a government committed these kinds of monetary sins, it was gold and silver that saved the day for those wise enough to buy and hold them. And it was curtains for everyone else.


    And the pertinent lesson is not just that the people who bought gold and silver prospered, but that the people who bought early in the cycle made the most money when gold and silver rose.


    full story: http://www.321gold.com/editorials/daughty/daughty062806.html


    linar :) sammelt Gold und Sibler for my grandchildren :D

    Zitat

    Original von zwyss
    ist wieder gaaaanz billig zu haben.


    Mitelfristig wird´s schon was werden, doch warum SBB.V innert 3 Tagen 25 % verliert trotz steigendem HUI, ist mir ein Rätsel.........




    "Post Time: 6/26/2006 17:00
    The shares from the latest placement just came free today so it'll be interesting to see if we are able to pick anything up under a buck again.* (Stockhouse Board)


    ...vielleicht ist es das ?( :rolleyes:


    linar :)

    UTI MF to launch gold fund
    Source: IRIS (24 June 2006)


    UTI Mutual Fund is launching a gold exchange traded fund. The fund house has filed a draft offer document for the same with the SEBI.


    UTI Gold-ETF is an open-ended fund listed on one or more stock exchanges in the form of an exchange traded fund (ETF) tracking gold. The fund will be a passively managed one, designed to track the performance and yield of gold prices or gold-related instruments.


    Each UTI Goldshare unit represents units of fractional undivided beneficial interest in the ownership of the underlying assets (i.e. gold) of the scheme.


    The allotment price will be on the basis of the closing value of the gold price on the closure of new fund offer period. Subsequently, the authorised participants can deposit cash for creation of units or they can redeem units.


    The prices of gold considered for the purchase of creation of units will be the prices on the day on which the bank is able to acquire gold from the market. Gold prices taken for redemption of units will be the prices on the next working day of redemption date.


    In the beginning, each unit of UTI Goldshare will be equal to the price of one gram of the value of gold. Once the scheme reopens, issue and redemption of units will be linked to the prevailing net asset value.
    http://www.myiris.com/newsCent…/24&secID=mf&code1=&code=


    http://www.utimf.com/Investor_services/service_guide.asp
    http://www.utimf.com/Aboutus/fund_manager.asp


    ...wird langsam etwas voll :rolleyes:


    linar :)

    Market Intervention
    Laying Off Risk - Derivatives Of Hell

    Douglas V. Gnazzo
    Jun 26, 2006


    ...............The market is a law unto itself and it will not be denied. The longer and harder that the primary trend of the market is manipulated by intervention, the larger and more powerful will the adjustment be when the market returns to its mean........;)


    long full story: http://www.321gold.com/editorials/gnazzo/gnazzo062606.html


    ....hab es tatsächlich durchgelesen - von A bis Z, es lohnt sich, auch wenn "wir" schon (fast) alles wussten/wissen :D


    linar :)

    The Central Bank Gambit
    ....Gold took the brunt of the central banks’ attack. The price of gold is the outwardly public manifestation of
    inflation. By bringing down gold it was hoped that other commodities would be taken down as well, thus easing
    inflationary fears. But therein lies the Achilles Heel of the central banks, and what will ultimately prove their
    gambit to be unsound. Under a fiat currency system, the central banks are the undisputed masters of paper…
    but they are rather impotent when it comes to controlling the market for “real” things.
    As such, there is little they
    can do to manipulate the markets for things like oil and copper – the markets for these commodities are just too
    big. Oil, for example, trades to the tune of six billion dollars per day and is too large for central banks to have
    any say over. The market for gold, on the other hand, is only 1/30th the size and the easiest commodity to
    manipulate in the short term. Furthermore, the central banks still have some gold in their vaults as added
    ammunition. So the game plan was simple: hammer gold and cause a selling panic in all commodities.
    Although some kind of correction may have been expected in commodities given the magnitude of their
    escalation in such a short period of time, the violence of it was orchestrated and in every which way intended
    and cajoled by central bank action........


    ......Be that as it may, investors in “real” things can take heart in the chart on the top of the next page:
    (siehe Dateianhang)


    In our opinion, this chart epitomizes the futility of the Central Bank Gambit. Merely looking at the upper black
    line, much has been made of the equity market turnaround in the past three years. It appears to be up 50%
    from the bottom; albeit, still down 18% from its 2000 peak. Nonetheless, it would seem that copious amounts of
    Fed liquidity have successfully reversed the ill-effects of the stock market crash of 2000. Chalk one up for
    monetary policy!
    The blue line, on the other hand, tells an altogether different story. This line measures the performance of the
    S&P 500 in inflation-adjusted Euros. Here the comeback has been much less impressive. In fact, there has
    hardly been a comeback at all. This is the performance that a foreign investor might see. A US equity market
    that is still flailing along the bottom, and down 42.5% from its peak to boot.
    Using gold as the “base currency” (appropriately, the gold line in the above chart), the performance of the US
    stock market has been even more dismal. The S&P still looks like it’s in freefall! Perhaps even more
    interestingly, the recent drubbing of gold in the past month (resulting in an ever so slight uptick in the S&P
    relative to gold) has hardly changed the picture at all. The S&P is still down almost 60% from its peak relative
    to gold...........


    ........In spite of recent feather pluming on inflation, we do not believe that central
    bankers are serious about pulling the reins on inflation at any cost. They may talk the talk, but when push
    comes to shove they won’t be able to walk the walk. Historically, central bankers have been chronic debasers
    of money over time. They are addicted to money-induced asset bubbles. Although the central banks don’t
    mind seeing gold and commodity prices crash, history shows that they have a soft spot for equity and housing
    markets. Nary has a crash ever occurred in these areas without the central banks turning on the spigots. We
    highly doubt it will be any different this time......


    One thing that central bank maneuvers have caused is a crash in global equity markets. If a financial crisis
    were to ensue as a result, we believe gold will once again shine.


    full story: http://www.sprott.com/pdf/marketsataglance/06-2006.pdf


    linar :)




    http://www.sprott.com/pdf/marketsataglance/06-2006.pdf

    Gold & Silver Accumulation Ramps Up


    Gold started the year at $515 per ounce. Gold peaked at $725/oz on May 12th. The gold ETF (GLD) started the year with 8.5 million ounces in its vaults. On the day of gold's peak, GLD had 11.4 million ounces. Gold has since tumbled $145/oz in 6 weeks, but curiously the assets of GLD have been rising as of late. In fact, GLD yesterday reached a new record high of ounces in the trust with over 11.7 million ounces.


    The same trend of "a declining metal price, but increased ETF assets" can be seen in the silver ETF (SLV). Silver started the year at $8.85/oz. It subsequently rose 70% to $15/oz, before correcting by $5.50 to near $9.50 an ounce. The silver ETF began life on April 28th with silver at $12.55/oz. The silver ETF reached a peak of 73 million ounces in its vaults around the time physical prices peaked. With the aforementioned sell-off, silver ETF assets declined to 67 million ounces, but have since begun heading back upwards to a near peak level of 72-73 million ounces in the trust.


    The continued accumulation of gold and silver ounces in the ETFs likely means that savvy individual and institutional investors (who are driven by fundamentals) are eagerly accumulating the metals after their sharp pull back - a bullish sign. At the same time, the price has been weak in all likelihood because leveraged black-box technical types at CTAs and hedge funds are liquidating. One could argue that gold and silver prices declining in spite of the ETFs building up ounces is a bearish sign; we, however, believe that ETF asset accumulation is evidence that long-term fundamental investors are flocking back to the metals in anticipation of a continuation of their multi-year bull market resuming. When the black-box precious metal selling by funds is over, we should again see gold and silver moving higher as the U.S. Dollar is shunned by global investors who realize the Fed has exhausted its ability to raise rates given that the residential real estate market in the U.S. is rolling over.
    (...nicht so richtig überzeugt von dieser Argumentation:rolleyes: von Gold und Silber schon ;) )


    http://www.321gold.com/editori…dge/texashedge062306.html


    linar :)

    Sabina's Hackett River Project - Initial Results From 2006 Resource Drilling at Boot Lake Includes 56.65m of 12.22% Zinc and 303.9 g/T Silver
    Wednesday June 21, 9:30 am ET


    LONDON, ON--(MARKET WIRE)--Jun 21, 2006 -- SABINA SILVER CORPORATION (TSX VENTURE:SBB.V - News) (Other OTC:SBBFF.PK - News) is pleased to present initial assay results from 2006 drilling at Hackett River. Over 5000m have been drilled to date in 23 holes since early May with 2 drills. A third drill is being added shortly. Highlights include a weighted average composite intersection from infill hole SHR-06-08 over a continuous core interval of 56.65m grading 12.22% zinc and 303.9 g/T silver. This interval contains two sub-intervals grading 17.45m of 22.49% zinc and 581.6 g/T silver with 1.85m of 34.65% zinc and 1.14 kg/T silver.
    full story: http://biz.yahoo.com/iw/060621/0137602.html


    SBB zur Zeit plus ca. 14%


    ...was sagen "unsere" Experten dazu ?(


    linar :) (leider kein Experte)

    Friday, 16 June 2006
    Q: I'm getting killed on the silver ETF "SLV". I don't want to pull out. Should I? I got into 100 shares of SLV @ $118. What do you think?


    A: When it comes to precious metals, the Aden sisters are unquestionably among the very best in the advisory world, so we turn to them for an assessment of silver. Their Aden Forecast, which had forecast the current pullback, now notes, “Silver is weak below its 15-week moving average at $12.” Note that they had prevsiously forecast that silver could drop as low as its “major bull market support” at the $8.80 level.


    However, their long-term take is very optimistic. They explain, “Last month silver rose to its 1983 high, which is also near the mid-channel line. This alone means silver could take a rest but once it breaks clearly above its 1983 high, it’ll be entering the top side of the channel where it could rise sharply. Using the 50% principle on silver, taking the high in New York in 1980 at $48 and the 2001 low near $4, the halfway mark is $26. This shows how cheap silver is, as it hasn’t even risen halfway up its previous major bear market, unlike gold which passed its halfway mark at $550. This says that once silver breaks above its 1983 high, it could reach $26 as its next big picture target."


    Whether or not to hold on to a current losing position in expectations for long-term gains is a decision only you can make. But if it’s any consolation to you, the Aden sisters do hold the iShares Silver Trust in their portfolio as a long-term position.
    http://www.thestockadvisors.com/content/blogcategory/14/28/


    linar :) der lieber Physisches hat - Hauptsache up ;)

    ...die Ferien hat's mir schon etwas verhagelt (selber schuld - was schau ich denn Börse, am WE geht's nach Hause) - was meint Ihr zu Steffens' Überlegung.....da per e-mail das Ganze ;)
    ...irgendwie liegt man immer etwas richtig und etwas falsch :D


    Der Bernanke-Crash ist ein Rohstoff-Crash!
    von Jochen Steffens


    Haben Sie das gestern mitgekriegt? Gold bricht um knapp 50 Dollar ein und hat nun fast 200 Dollar vom Hoch zum bisherigen Tief abgegeben, 23 % mittlerweile. In zwei Tagen verliert Gold somit über 10 %. Silber hat vom Hoch bereits schlappe 40 % eingebüßt, gestern allein über 16 %. Kupfer verzeichnete den größten Einbruch seit 20 Jahren.


    Wie immer passiert das, woran ÜBERHAUPT NIEMAND gedacht hat. Nein, ich rede nicht von dem Einbruch der Rohstoffe an sich, der war nicht sonderlich überraschend (s.u.). Aber wie oft habe ich geschrieben, es wird einen Crash in einer Anlageklasse geben, der berühmte Notenbankwechselchef- Crash. Ich weiß wirklich nicht, wie oft ich den zitiert habe...


    Ich habe dabei an den Dollar gedacht, an die Aktienmärkte, sogar die Bonds. Nicht jedoch daran, dass dieser Crash ja schließlich auch bei Rohstoffen eintreten kann.


    Keiner redet von Crash!?
    Und genau hier passierte es: Wir erleben aktuell einen Crash im Rohstoffmarkt und all den Emerging Markets deren Wirtschaft eng mit Rohstoffen verknüpft ist. So einfach kann es sein. Mich wundert nur, dass kaum jemand bei den oben genannten Zahlen so recht von Crash redet. Wahrscheinlich, weil alle noch vollkommen davon überzeugt sind, dass es sich hierbei lediglich um eine normale Korrektur in einem Aufwärtstrend handelt. Das erkennt man auch heute daran, wie massiv zurückgekauft wird. Wenn ich mir die Fahnenstangen, die sich zuvor in Gold und Silber gebildet hatten, anschaue, wäre ich mir nicht so sicher, dass der Crash schon zuende ist. Aber gut – warten wir ab, die Argumente der Rohstofftrader sind zumindest schlüssig: Hohe Nachfrage bei niedriger Produktion.


    Obwohl es so nahe lag
    Ich habe schließlich selbst nicht daran gedacht, dass die Anlageklasse für einen Notenbankchefwechsel-Crash auch Rohstoffe sein können. Das Beste ist, ich habe sogar noch vor diesem starken Einbruch gewarnt: Sie erinnern sich vielleicht - Zitat vom 26.04.2006:


    „Was mir auffällt und skeptisch stimmt, ist diese unglaubliche Bullenstimmung auf dem Rohstoffmarkt. Natürlich, Rohstoff-Rallys neigen dazu, länger anzudauern, als man denkt. Das zeigt die historische Zyklik. Trotzdem, sollte sich an dem besagten Horizont eine Abschwächung der Weltwirtschaft zeigen, werden die meisten Rohstoffe einbrechen, wie Kartenhäuser bei Keuchhusten. Denn weniger Wirtschaftswachstum bedeutet auch, weniger Rohstoffnachfrage.


    Da Gold mittlerweile durchaus auch ein industrieller Rohstoff ist, könnte das sogar auch für den Goldpreis dramatische Folgen haben. Machen Sie also nicht den Fehler, zu sehr in Rohstoffe investiert zu sein. Das kann im Falle einer Abschwächung der Weltwirtschaft fatal sein!“


    Knapp zwei Wochen später bildete sich das letzte Hoch im Gold und die Rohstoffe brechen aus genau den genannten Gründen ein.


    Doch was einfach fehlte, war die entsprechende Transferleistung. Welche Anlageklasse war es, die den stärksten Bullenmarkt erlebte? Was war in aller Munde? Was schmückte, wie ich geschrieben hatte, „in großen güldenen Lettern“ die Börsenzeitschriften? Gold und Rohstoffe.


    Im Prinzip hätte man darauf kommen können/müssen: Wo also wird der Notenbankwechselcrash stattfinden? Bei den Rohstoffen, eigentlich logisch.


    Für uns ist das eine eher beruhigende Entwicklung
    Nun hat man dadurch nichts verloren oder gewonnen, dass man diese Transferleistung nicht erbracht hat. Aber es ist doch ein sehr wichtiger Hinweis: Denn, wir können nun etwas beruhigter sein. Das bedeutet nämlich auch, dass die Gefahr eines Crashs in Aktien oder dem Dollar, den Bonds deutlich gesunken ist (Sofern man die aktuelle Abwärtsbewegung nicht schon als Crash bezeichnet – dafür ist sie aber eigentlich noch (!) zu moderat und zäh).


    Immer wieder faszinierend!
    Ich liebe diese Börse, wie Sie es doch immer wieder schafft, gerade zu göttliche Offensichtlichkeiten hinter den Schleiern ihres Charmes zu verstecken. Ist Miss Börse nicht ein faszinierendes Wesen? Tagaus, tagein nähert sich ihr der geneigte Börsenenthusiast mehr und mehr, zutiefst erfüllt von monetären Begehrlichkeiten - lernt in ihren Augen zu lesen, studiert ihre Gestik, analysiert ihr Wesen – und immer, wenn er meint, er habe endlich Zugang zu ihr gefunden, schafft es Miss Börse ihn mit schmerzhafter Deutlichkeit zu überraschen.


    Das Ende der Inflation!
    Ja, und wo soll nun bitte schön die Inflation herkommen? Die Produzenten können nun erheblich billiger Rohstoffe einkaufen, als noch in den letzten Wochen. Das wird sich auf die Rohwarenpreise auswirken, anschließend auf die Zwischenpreise, zum Schluss auf die Erzeugerpreise. Diese Preisabschläge werden dann zeitversetzt und deutlich abgeschwächt auch die Kernraten erreichen, so wie jetzt die hohen Ölpreise die Kernraten erreicht haben. Wenn nun noch der Ölpreis weiter fallen sollte, werden wir bald schon negative Inflationszahlen oder zumindest sehr niedrige sehen (Wie gesagt, ich kann immer noch nicht beurteilen, wie viel der aktuellen Inflation durch das starke Wirtschaftswachstum in den USA und die Ausweitung der Geldmenge verursacht ist)


    So gesehen müsste die Fed die Zinsen gar nicht mehr so weit anheben. Wann wird der Markt das begreifen? (alles unter der Voraussetzung, dass der Ölpreis weiter fällt und die Rohstoffe sobald kein neues Hoch ausbilden.) ?(?(



    Ein wenig müssen wir uns wahrscheinlich noch gedulden, denn am Freitag ist dreifacher Hexensabbat – Oft entstehen deutliche Trendwechsel im Anschluss oder Umfeld dieser besonderen Verfallstage.


    linar :)