die die Gold und Silber seit Monaten horten müssen sich echt vorkommen wie Mondmenschen auf der Erde die sich nicht zurechtfinden. die Aktienmärkte speien return aus und wir konsolidieren seit mehr als 1 Jahr. aber wir korrelieren positiv mit dem Aktienmarkt..ja aber nur wenns nach unten geht!
deutet alles auf Ausbruch hin, v.a. weil aufgrund kurzfrisitg historischer Daten überhaupt keiner Sinn sieht in Gold+Silverstocks zu gehen.
Wir brauchen den Auslöser der Gold+Silverstocks endlich mal die Windelaktien für mehr als paar Wochen outperformen.
Dann sehen wir den Ausbruch. eingeleitet wird alles durch die amerikanische Notenbankpolitik. Schweigen geht nicht für immer. Zinsanstieg=Rezession offenbart, Zinssenkung=Hyperinflation. was bleibt da anderes übrig als stehen zu bleiben. Als Bluff bietet sich Zinserhebung an, ja.
es könnte so weit kommen.
aber dass dies dem Geld, ah Gold und Silber schadet bezweifeln sogar die Experten, im Gegenteil, in der Historie hat sich dies als bullisher Rückenwind für Gold und Silber erwiesen. zB lt Casey. ist nix anderes als Eingeständnis: leute, die Inflation frisst unser Geld auf.
letzten Mai/Juni hat der Markt das falsch interpretiert weil EM Märkte überhitzt.
vielleicht sind wir schon erwachsen geworden?
Casey spricht: http://www.caseyresearch.com
Why Rising Interest Rates Are a Good Sign for Gold
Interest rates are going up because inflation and default risk are going up. Lenders want to be compensated for the chance they might not be repaid. When the currency seems to be losing purchasing power, lenders want to recover the loss by collecting more interest, and borrowers are willing to pay it…
Chart D shows that interest rates on 12-month government debt have been on the rise for 3 years, an indication of rising inflation expectations consistent with the strength in gold and silver over the same period.
This chart and Chart E should debunk (entlarven) the theory you may have heard that rising interest rates are bad for the price of gold.
The reality is quite the opposite
"see chart 1&2"
A key measure of interest rates is how high they are after subtracting inflation. By that standard, they aren’t high now. Even though rates have risen, inflation has also risen, so the effective real rate is still low. But higher inflation is going to lead to higher rates.
In the past 12 months, the CPI has risen 4.2%, and it is running at a 5.2% annual rate so far in 2006, accelerating to a 5.7% annualized rate over the last 3 months. Yet, with rates on short-term Treasuries around 5%, they are still close to zero after inflation.
And real interest rates are almost certainly lower than they look. To avoid reporting high inflation, the Commerce Department has been cooking the books over the last few years.
One example is that it uses residential rents in its CPI calculation rather than the cost of houses, simply ignoring soaring housing prices. But from here on, that accounting slight of hand may have the opposite effect, as rents continue moving up and housing prices stall.
There is more: the rental equivalent rate included a deduction of the utilities included in rent, so as energy prices rose (oil +2% today, yeah how bullish), the rental equivalent rate was calculated to be lower than the actual rents. We could write a book on government deception, but the bottom line is that inflation is higher than the government indicates. Going forward, this means that one of the most watched measures of inflation has some big rises already baked in. When the general public is shocked by higher inflation numbers, interest rates will reflect that.
Back to the present, I would just underscore, again, that all of this rushing back and forth and up and down is nothing more than a day’s work on the world’s many trading desks.
Frankly, I don’t know how the new money masters cope, but I suspect a career hooked up to a Blackberry around the clock while trying to profit – or avoid losing – by correctly calling, on an hour-by-hour basis, which way the financial winds will blow next, leads to heavy drinking, chewing tranquilizers like beer nuts, 
neglected families, delinquent children, overeating and early death.
For our money, and we mean that literally, only the long trend gets any more than passing attention. The reason for that approach, besides the desire to live reasonably long and happy lives, has to do with…
![:]](https://goldseiten-forum.com/wcf/images/smilies/pleased.gif "Freude"){kind=small}
