Beiträge von GOLD_Baron

    [Blockierte Grafik: http://www.kitconet.com/charts/metals/gold/t24_au_en_usoz_2.gif]


    Oil spikes $5 on rumors of Iran attack


    After-hours contract jumps 8 percent on rumors that Iran fired on U.S. warships; navy denies story, crude falls from highs.


    March 27 2007: 6:27 PM EDT


    NEW YORK (CNNMoney.com) -- U.S. crude Futures spiked over $5 a barrel in electronic trading late Tuesday on rumors that Iran fired on U.S. Navy warships.


    Crude gave up most of those gains according to one trader after reports of a confrontation were denied.


    U.S. light crude for May delivery jumped $5.18, or about 8 percent, to $68.91 a barrel in electronic trading before settling back down to $64.40, $1.47 above Tuesday\'s closing price on the New York Mercantile Exchange.


    "We have no information at this time that an incident has taken place in the Gulf," Gordon Johndroe, a spokesman for the National Security Council, said about reports of a confrontation between Iran and U.S. Navy warships.
    "This just illustrates how this market is on tender hooks regarding the situation in the Gulf," said Andy Lebow, a broker at Man Financial in New York.

    US Consumer confidence slips in March


    Consumer confidence slipped further than expected in March as rising gas prices and recent turmoil in financial markets exacerbated worries about the immediate future, a survey showed on Tuesday.


    The Conference Board said its index of consumer sentiment slipped to 107.2 in March from a downwardly revised 111.2 in February. The median forecast of economists polled by Reuters was 108.5. February's reading was originally reported at 112.5.


    Consumers' assessment of current conditions edged up slightly from February. The business research group's present situation index rose to 137.6 in March from a downwardly revised 137.1 in February. The expectations index declined to 86.9 in March from a downwardly revised 93.8 in February...


    http://www.reuters.com/article…ews/idUSN2744627820070327

    US Home prices go negative for first time in 11 years


    U.S. home prices continued to fall in January, with prices in 10 major cities now down 0.7% year-over-year, according to Standard & Poor's and MacroMarkets LLC, which released the January Case-Shiller price indexes on Tuesday.


    The 10-city index is down 0.7% in the past year, the first year-over-year negative reading since 1996. The 20-city index is down 0.2% year-over-year. A year ago, prices were rising 15%.


    Prices fell from December to January in 17 of the 20 cities; only Miami showed any price gains. Prices were flat in Charlotte, N.C., and Seattle. Prices were falling fastest in January in San Diego, down 1.7%, or a 22.4% annual rate. Prices dropped 1.1% in Los Angeles, or a 14% annual rate...


    http://www.marketwatch.com/new…%2DB8E5%2DECF89F6095F3%7D

    [Blockierte Grafik: http://goldseek.com/news/GoldSeek/2007/beru%20final.JPG]


    Morning Blanchard Economic Research Note


    Following up on our note yesterday, the ECB has released new gold sales figures for the past week. Roughly 12 tonnes (385,000 ounces) were sold by two Euro system banks into the market. This follows 16 tonnes (515,000 ounces) of sales the previous week. The market hasn't seen sales at these magnitudes for consecutive weeks for some time. The key point to focus in on is that in the past under sales of this size in consecutive weeks in the market, prices have dropped considerably.


    ...


    http://news.goldseek.com/GoldSeek/1175000220.php

    US-Immobilienkrise im Nacken


    Hausbauer Lennar krankt


    [Blockierte Grafik: http://www.n-tv.de/img/783809_src_path.75Pw.jpg]


    Dem US-Eigenheimanbieter Lennar setzt die Krise auf dem US-Immobilienmarkt zu: Im ersten Quartal 2006/07 hat der Konzern aus Miami einen Gewinnrückgang um 73 Prozent verzeichnet. Wegen einer weiteren Verschlechterung der Marktsituation zieht das Unternehmen die für das Gesamtjahr angegebenen Gewinnziele zurück und nennt auch keine neuen, wie die Lennar Corp am Dienstag mitteilte. Noch vor drei Monaten war Lennar davon ausgegangen, trotz 20 Prozent weniger fertig gestellten Häusern einen Gewinn erzielen zu können, der dem des Vorjahres entspricht.


    ...


    http://www.n-tv.de/783828.html

    Die US-Immobilien brechen weiter ein und die großen Banken müssen nun die Zeche bezahlen


    [Blockierte Grafik: http://www.leap2020.eu/photo/596288-728052.jpg]


    Was sich hinter den offiziellen Nachrichten verbirgt (27. März 2007)


    Im Gegensatz zu dem, was die großen Banken und die Finanzmedien in der letzten Woche verlautbaren ließen, bricht der US-Immobilienmarkt, wie LEAP/E2020 vorhersagte, noch weiter ein.


    Die Zahl der neuen Baustellen war im Februar mit 848.000 so niedrig wie nicht mehr seit Juni 2000. Und dies ist noch lange nicht das Ende der langen Abwärtsspirale, die Millionen von US-Amerikanern und eine immer größere Zahl von Kreditinstituten erfasst hat.


    Denn nunmehr sind es, wie schon in der 13. Ausgabe des GEAB beschrieben (und in der 9. Ausgabe des GEAB vom November 2006 vorhergesagt: "LEAP/E2020 läutet die Alarmglocke für den Banken- und Finanzsektor, der wegen seiner Verwicklungen in die Aktivitäten der Hedge Fonds und der Ausgabe von unzureichend gesicherten Krediten in besonderem Maße den Auswirkungen der Aufprallphase der umfassenden weltweiten Krise ausgesetzt sein wird"), die großen Banken und Kreditinstitute, von denen viele in großem Maße auf dem Immobilienmarkt und den Hypothekenkrediten engagiert sind, die allmählich die Folgen des Desasters auf den Finanzmärkten zu spüren bekommen.


    Selbst die größten Banken sind nunmehr in dem Versuch, ihre Ertragslage zu retten, darauf angewiesen, still, leise und möglichst schnell ihre Hypothekenforderungen in Milliardenhöhe, die sie in den letzten Jahren erworben haben, zu verkaufen. Morgan Stanley beispielsweise versucht diskret, seine Hypotheken abzustoßen, die die Bank von New Century erworben hat - denn New Century ist so gut wie bankrott. Gleichzeitig versucht die Bank, wie seine Schwesterinstitute, den Märkten einzureden, dass "die Immobilienmärkte das Schlimmste schon hinter sich hätten".



    http://www.leap2020.eu/Die-US-…-Zeche-bezahlen_a538.html



    Macht Euch mal locker, wenn eine Investmentbank als Vorreiter in den Sektor vorbricht. Soetwas kann Richtungsweisend sein UND das ist es auch. Ackermann par example war wo einem Monat auf Asienreisen - nur mal nebenbei. Die Entscheidung in das Business einzusteigen, indem wir schon so lange sind, ist doch perfekt - für uns! Natürlich ist das Ziel Crescent irgendwann höher weiter zu verkaufen - notfalls auch an Barrick, wenn der Preis stimmt. Die DB positioniert sich jetzt, andere werden folgen. Vor allem unser chinesischer Superfonds.


    Ich rufe zu Optimismus und warte sehnsüchtig auf den Gold Pour bei meinem Investment (diese, nächste Woche!) :) :) :)


    P.S.


    [Blockierte Grafik: http://www.kitconet.com/charts/metals/gold/t24_au_en_usoz_2.gif]


    [Blockierte Grafik: http://www.spiegel.de/img/0,1020,782104,00.jpg]

    Aaron Krowne: Some People Are Still Denying The Bubble


    It is perplexing to me how a thoughtful analyst, at such a late stage, could still be deying what is now not only evident in the statistics, but screaming out to us in everyday life. This last part — bubble denial in the face of all the people who are ruined or hurting from this mess — is now approaching the insulting. Please, bubble deniers, especially professional economists, give it up. At least, don’t come crying to me when you get tarred and feathered.


    http://wallstreetexaminer.com/blogs/krowne/?p=11



    Mike Shedlock: Tales of the Unexpected


    Understanding Demand - 3 Questions:
    Who wants a house that does not have one?
    Who wants a house that can afford one?
    Who does not have a house and is willing to pay substantially more than rental prices for one?


    Understanding Supply - 2 Questions


    How many have a house they can not afford?
    How many have a house they soon will not be able to afford?


    http://globaleconomicanalysis.…/tales-of-unexpected.html


    New home sales lowest since june 2000


    http://immobilienblasen.blogsp…west-since-june-2000.html



    Eric Janszen - Crisis looms for entire economy


    Newsday: Crisis looms for entire economy


    http://www.newsday.com/news/opinion/ny-opmor205137262mar20,0,2597234.story?coll=ny-viewpoints-headlines


    iTulip: Crisis looms for entire economy


    http://www.itulip.com/forums/showthread.php?t=1125http://www.itulip.com/forums/showthread.php?t=1125



    Eric Janszen: Housing Down, Gold Up


    http://www.itulip.com/forums/showthread.php?t=1134



    Dr. Michael Hudson


    iTulip Select Interview


    http://www.itulip.com


    1. Credit derivatives are the most likely cause of a future financial system crash.
    2. No one can hedge the risks posed by asset deflation except by selling inflated assets.
    3. October 1987 is the model for the next financial crash.
    4. The larger the debt, the bigger the debt deflation. Expect a long, slow economic crash.
    5. The U.S. will not repay its foreign debt.
    6. Hyperinflation of the dollar, if it happens, will be a political and not an economic or monetary event.
    7. Since the time of the South Sea bubble, financial bubbles have been created by governments in order for governments to dispose of public debt.
    8. The U.S. government wants to exchange social security claims for stocks so that stocks can be inflated and then allowed to crash, to wipe out the entitlement liability.
    9. Most corporate balance sheet growth over the past few years is fictitious capital, what used to be called 'watered costs'.
    10. The U.S. corp. sector is "fragile" due to excessive use of debt and leverage for the past several years.
    11. There will be a huge asset grab and re-imbursement.
    12. Hardly any money is spent on assets, rather, 99.9% of monetary payments are spent in assets, so the health of the FIRE economy is more relevant from a monetary standpoint.
    13. Initially there will be mass defaults on mortgages and losses of houses to people with ready cash.
    14. Later banks will allow home owners to stay in their houses, payments owned will be added on to the mortgages, and debt will go up without any money changing hands.
    15. US housing debt will mimic the 1970s Brazilian compound interest curve

    Iran Is Cutting Dollar Reserves, Central Bank Says


    Iran is cutting its U.S. dollar reserves to less than 20 percent of total foreign currency holdings, and will buy more euros and yen as tensions with the U.S. increase, Central Bank Governor Ebrahim Sheibany said.


    ``We are trying to diversify our reserves and of course it is very natural to switch to currencies other than U.S. dollars,'' Sheibany said today in Kuala Lumpur, adding that Iran has no ``meaningful'' economic relations with the U.S. About 20 percent of the country's $50 billion to $100 billion of foreign reserves is in dollars, he said...


    http://www.bloomberg.com/apps/…HQQ_BayCRg&refer=currency

    New-home sales fall to seven-year low


    Sales of new homes unexpectedly dropped in February to the lowest level seen in nearly seven years, while inventories of unsold homes rose to a 16-year high, suggesting that the nation's housing market was softening heading into the vital spring buying season.


    Sales of newly constructed single-family houses unexpectedly slowed again in February, falling 3.9% to a seasonally adjusted annual rate of 848,000, the lowest level since June 2000, the Commerce Department reported Monday. Sales were down 18.3% compared with February 2006. Read the full report.


    Economists surveyed by MarketWatch had been expecting an increase in February to about 1 million units. See Economic Calendar.


    http://www.marketwatch.com/new…%2DBDF5%2DDB0BA246F1DE%7D



    INVESTOR OPTIMISM DECLINES FOR SECOND MONTH IN A ROW


    Investor optimism fell for the second month in a row in March and now stands at 78 according to the UBS/Gallup Index of Investor Optimism. Since January, when the Index reached its highest level in two years, the Index has fallen 25 points over the past two months bringing it to its lowest level since September 2006 when it stood at 74. The Index is conducted monthly and had a baseline score of 124 when it was established in October 1996.


    Investors are increasingly concerned about conditions in the residential real estate market. Seventy-two percent of investors say they believe that conditions in the residential real estate market nationwide are getting worse, not better in March, up from 63 percent in February. This is the most pessimistic view of conditions in the residential real estate market nationwide since September 2006 when 74 percent of investors said that conditions were worsening. Similarly, 58 percent of investors say conditions in their local community's residential real estate market are getting worse in March, up from the 56 percent in February and 50 percent in January who responded this way...


    http://www.ubs.com/1/e/media_o…leases.html?newsId=116628


    Der Dollar wird heute wieder ein Stückchen näher Hölle geschickt!


    An was basteln wir denn, Herr Gutso? ;)


    Was machen die mit dem Silber nachdem sie es herausgezogen haben?

    Zitat

    Original von Schablonski


    Der Immo-Markt geht auf :D


    Die Statistiken sind ja Gott sei Dank nicht gefälscht...


    Die Zahlen vom Immomarkt werden kommen, werden "gut" sein und der POG und POS werden pünktlich 16.00 in den Keller gejagt. Oder sie lassen den Immomarkt jetzt schlecht dastehen, damit sie die Zinsen spontan senken können. Schauen wir mal...wird spannend...


    Und immer an den Iran denken! ;)