Beiträge von Eldorado

Danke Zwyss, die 50t SST.V gratis freut mich.

Ich habe eigentlich was anders vor

Neville Bennett
Christchurch, New Zealand
neville.bennett@canterbury.ac.nz
June 2, 2006

The Economist warns that bears are on the advance. They are haunting the housing market and preparing to predate equities. It is a fine read but NBR readers might regard it short of authoritative analysis. It does not ask "Why are bears preparing for a rampage?"

The starting point for our quest is to ask "why is Wall Street on the defensive?" It looks like a Goldilocks economy, neither too hot nor too cold. But GDP is running at a rate of 5% but there is concern about how growth can be maintained in the face of falling house values, and huge increases in energy and commodity prices.

The focus shifts to inflation and interest rates. The Fed warned earlier this month that higher rates were necessary to compensate for the surge in energy prices. That statement created uncertainty. Were not 16 consecutive raises by the Fed enough? What should an investor do? Should they commit new money to funds or equities, or play safe and let money earn its keep in fixed interest?

Millions of investors faced this crucial question. There will be an answer, of sorts, when the fed reviews rates at its June 28-9 meeting. But until then, it seems probable that Wall Street will vacillate. One day it will be up of good news from one of the market darlings, another day it might retreat on news of productivity data, job growth or whatever. It will worry too about the dollar. It will sometimes get bullish about tax cuts. But it will drift.

The market anticipates that Bernanke will raise rates as part of his mission to support a growing economy while controlling prices. This fear has been increased by the CPI exceeding 3% and core inflation exceeds the 2% comfort zone. Inflation is rising.

This raises concern about the yield curve. It is rather flat, and appears to be flattening as recent market volatility has created a rush for security. Investors world wide have retreated for prime sovereign debt, especially US bonds. The two-year rate is 4.97%, while the 10-year has fallen to 5.05%.

So what happens when the yield curve is so flat? Investors feel something is amiss: long-term yields should be higher to compensate for increased risk. A flat curve is dangerous for banks and other agencies that lend. They usually borrow short term in order to lend long. In these circumstances lending is reduced.

Reduced lending can lead to recessions. Every recession has been preceded by a flat curve. Fortunately, there have been flat curves and no recession.

The yield curve is of concern because the world is still sending massive amounts of capital to the USA. In March (last available data) foreigners bought a net US$89 billion of US securities. Japan holds a massive portfolio of $640 billion and China holds$320 b.

Rising US interest rates have global consequences. The Fed’s base rate is now a robust 5%. This is an attractive yield. Some investors will now increase their exposure to the USA. The rest of the world will find that money is being pulled out of their economies as investors turn their nose up at business that seemed interesting when the Fed’s rate was 2%. There is a massive credit crunch taking place.

It is obvious, for example in Japan where the Bank of Japan has released a massive US$ 13.3b into money markets to try to reduce interest rates. Japan’s tightening interest rate environment is already changing the channels of international capital flows. The IMF has observed it is affecting adversely emerging markets.

Bloomberg have confirmed that emerging market stock have been hammered in May. They were down for 10 days and $5 billion has taken off in capital flight; the worse monthly loss in eight years. India and Russia had to close their bourses. The Saudi market has halved in value since February.

US hedge funds have taken huge hits in the last month because they often had long positions in emerging market equities. The fierce correction has hurt them. Others were long in commodities. Imagine a hedge fund betting that gold would continue to advance by leaps and bounds. So it buys contracts for December or December delivery at $720. Ouch! Gold is at $650 today.

Hedge funds have retreated from what has been a favourite ploy of staging IPO’s in Asia. One casualty is Thai Beverages, Thailand’s biggest brewer and distiller. It had indications that with hedge fund participation it would raise Singapore $@ billion in its float. The Hedge funds pulled out and the IPO raised onlyS$1.4b. Pacific King Shipping pulled out of listing at a very late stage. ING pulled out of an IPO for an equity fund.

There are bears about, and they are thriving on the impact of uncertainty and rising interest rates.

Zum Thema Kupfer oder Phelps Dodge ist hier jemand anderer Meinung............

PD gets upgrade.

2-Jun-06 BMO Nesbitt Burns Upgrade Market Perform Outperform
3-May-06 Bear Stearns Upgrade Peer Perform Outperform
1-May-06 Stifel Nicolaus Upgrade Hold Buy

Saccard

Vielleicht ein burnout bei Dir, ruhe dich aus und schau nicht auf alles gleichzeitig, der PM markt reflektiert schon die anderen.

Ich erwarte das DJ/Dollar und die anderen Maerkte langfristig fallen werden und Rohstoffe die Supply und Demand ausgesetzt sind teuer werden auf lange Sicht.

Jetzt wo Kupfer unten ist auch die Inflationsgefahr weg.

Die Wirtschaft wird solche Preise gegruessen.

Gold/Silber gleicht nun mindestens den $ Wertverlust wieder aus,ganz einfach.

Der ganze Angriff auf die Rohstoffe,Energie, Edelmetalle wurde deshalb gemacht weil er die Maerkte in Gefahr brachte so wie er anstiegt.

Bloss nicht vor der US Wahl !... get Goldman Sachs now !

Es gab kurz eine Vitaminspritze fuer Dollar und DJ um dann spaeter die groesste Falle aufzubauen die zum grossen Crash fuehrt von dem du redest. IMO

Die FED's /PPT werden es schon richten sagen sie immer auf CNBC

Just smoke Batavia.. :D.....but your fancy Dollar goes down today.

Was sagt Mahendra, ""a life time chance"" to buy the Fiat Dollar.

IMO , der braucht auch Urlaub und schaute ins falsche Fernrohr oder TV Station.

Alles immer noch zu frueh um es zu bestaetigen.

Time will tell !....not me.

Cheers

Eldo

Zitat

Original von Saccard
M.E. haben wir eine echte Spekulationsblase bei den Metallen. U.U. dauert es 5 Jahre oder länger bis die Hochs wieder erreicht sind.

Jederman spekuliert in Rohstoffen und der physische Markt bricht einfach weg, siehe Kupferrohre. :D...ok nun Plastic Rohre.

Bei den Minen dann allerdings mit neuen Favoriten. Alle Basismetallproduzenten sollte man daher abstoßen. Gilt m.E. auch für Goldcorp jetzt mit dem hohen Kupferanteil. Agnico, Northgate usw. sowieso....alle Phelps Dodge hast vergessen.

Newmont produziert nur Gold ?.... :D.

Zu Zink :

....So not only is Teck Cominco a cheap way to buy a basket of commodities, there’s a worldwide zinc crisis and Teck Cominco is the largest producer on the planet.

DailyWealth’s advice:.... Buy Teck Cominco now.
Hold it for 10 years. We’ll talk then...

...Was man braucht sind also die reinen Goldproduzenten. Newmont sieht schon ganz ok aus. Irgendwas aus Australien wäre auch mal wieder nett, gibt leider so wenig dort.

Hauptsache Weltklasse und keine Schrottminen....wie GG ? TeK? BHP? etc.

Als Beimischung kann man dann sowas wie Atna, Buka Gold (heißt irgendwie so ähnlich, Robert Champion de Crespigny ist wieder mal tätig, übrigens nur noch mit einer Goldgesellschaft, Buka Minerals wurde verkauft/fusioniert). USGold auch wenn sich günstige Kurse ergeben.

Sonst wird man mal sehen müssen, die meisten Minen gefallen mir gar nicht. Avocet ist noch eine der besten, ....die hast du bereits verkauft
...und billiger wird die nicht mehr IMO.

Ich denke mal wir haben gute Chance, daß die Produktionskosten um 15-30% fallen bei den meisten Minen.

D.h. das nächste Mal wenn Gold bei über 700 wahrscheinlich HUI 500 und nicht 400.

So negativ sind meine Szenarien also nicht.

Bei den Preisen muß man aufpassen, ob jetzt HUI 270, 300 oder 330 spielt nicht so die Rolle, ich schaue viel mehr auf Aktienmärkte und Rohstoffe und US$. Wenn's da richtig gekracht hat wird gekauft bei den Goldminen, spätestens aber im Herbst bis Ende des Jahres. Ich habe auch kein Problem damit, teurer nachzukaufen falls nötig.

Bis 2007 favorisiere ich eher US$ und Anleihen, für das Langfristdepot dann ab Herbst diesen Jahres Gold und Minen, ABN-Scheinchen und co. verbieten sich sowieso durch die Langfristigkeit.

Vorläufige Kaufliste:

Avocet
Minefinders
Gammon
IRC
Battle Mountain
Buka
Almaden
Atna...... ?????
Cortez-Zwerge
Newmont
Semafo
Gold Fields

Gruß
S.

In zwei Jahren Dow 5000, DAX unter 2000?? Goldpreis 1000 in 2008 hieße dann z.B. Gold/Dow nur noch 5!!

Alles anzeigen

Hallo Saccard

Welcome back to the Goldbug Club and Huiiii Fans.

Bei Dir soll einer durchblicken, du drehst wieder alles wie du es brauchst.

Ein langfrist depot bis zum Herbst mit Bonds, etc. ?
Was ist dann kurzfristig ??

Klar besinne ich mich noch Gold bei 265 Dollar, von dort ab gings bergauf mit ein paar Watschen wie jetzt.

Bei Atna lege ich die Chart rein, ziemlich gehaemmert, eine Spekulation, die bei mir -36% ist..... eigentlich sollte ich mehr aufladen wenn du so schwaermst.

Ich habe mich nun eingedeckt mit 675 Goldcalls bis November 2007 du eben mit T-Bonds.

Die Minen werden eines Tages mehr Dividenden ausschuetten als die popeligen T-Bonds und Zinsen auf der Bank.

Stay with your Dollars and wait to buy expensive PM's.

Sorry, I think you are lost in space

Gruss

Eldo

HEY HEY ITS FRIDAY !!

Marc Faber auf CNBC sagt Commoditiy Prices may fall 30% in the next 3-6 month.

Oil und Uranpreise sind davon ausgeschlossen, er sieht hier einen hoeheren Verbrauch der sich verdoppelt in China innerhalb von 10 Jahren was Oil angeht.

Die Amis haben keine andere Wahl als weiter zu drucken.

Keine Aussage bezueglich den kuenftigen Goldpreis, wahrscheinlich traut er sich hier nicht eine Meinung abzugeben..

Was trifft es nun ??...Kupfer, Zink, Alu,... was noch ??

Bleibt doch bitte beim Thema.....

....junge, vögeln ist nicht alles !!

A magnitude 6.1 earthquake IN THE FIJI REGION has occurred at:
20.73S 178.70W Depth 561km Fri Jun 2 07:31:34 2006 UTC

Near-Term Silver Producer Still Flying Under the Radar?

The last time Resource Investor covered Fortuna, roughly one year ago, the company had just finalized securing the historic Caylloma Silver Mine in southern Peru from the Hochschild family, a privately held Peruvian company.

But now that the company is nearing production at Caylloma, and reporting drill results of 1,772 g/t Ag and 10.5 g/t Au over 4.1 metres at its San Jose deposit in Mexico, we thought it a good time to revisit Fortuna.

“At Fortuna, we’re all about production,” began Durant.

http://www.resourceinvestor.com/pebble.asp?relid=20258

GO GATA!

It was one of those days. When I turned on my computer this morning, gold was down another $22, so I went back to bed.

The comedy show we call our US financial markets becomes more ridiculous each week.

For some time MIDAS has been pointing out that a desperate Gold Cartel was going after the gold market to flush out specs, so they could cover some of their short positions. If that could not be done, then they would have to cover by driving the price to the moon. I did not think they could win their day by driving the gold price this low. That was wrong.- They did !

It is very clear why Goldman Sachs has been short more than 50,000 contracts on the TOCOM. They patiently waited until the cavalry showed up to bail them out … to at least substantially reduce losses. Little did I realize Goldman would send its own man to the US Treasury to get the job done.

The cavalry showed up as Condo Rice saying the US wanted to talk with Iran. As a result, the gold specs dumped a staggering 22,013 contracts, dropping the open interest on the Comex down to 292,481. And they did so on relatively light volume, only 60,570 contracts.

That liquidation continued today. It appears the Gold Cartel onslaught forced out a number of the new long-term specs like pension funds … probably a number of those who put positions on in the $400’s.

What did Iran have to say about the new US posturing?

06:21 Iran says it will talk to the U.S. regarding its nuclear program, but will not stop uranium enrichment first -- Sky News
The condition to halt enrichment was a condition as part of the U.S. initiative to renew diplomatic efforts. UN Security Council members, along with Germany, are due to meet in Vienna to discuss a package of incentives and threats to present to Iran.

So why didn’t gold rally back up on this news, as the US is back to where it started from as far as Iran is concerned?
Simple … Gold Cartel!
Why didn’t the US stock market take a hit on this news?
Simple … PPT!

It goes like this … from the horse’s mouth:

Bill,

Sometimes, people say more than they intend. Here is a quote from yesterday by Goldman Sachs CEO, and Treasury Secretary Designate, Henry M. Paulson, Jr., "Your (the President's) economic policies have put the American economy on a strong upward path, and I've been pleased to have had a part in working with you to advance those policies." So Goldman Sachs, a private company, has had a role in advancing American policy ?

I wonder what they've been doing, don't you?

Best wishes,

Peter R.

Any more questions?

Silver continues to gyrate violently. Predicting the short-term has been futile. Yet, it ought to be sold out by now. The fundamentals remain extremely positive.

More for the strange category. The silver open interest rose 850 contracts to 110,235.

Other markets:

*The euro was hit hard early, but came storming back. Spot dropped to 127.23, before rebounding to 127.93, down .22.

*Same with the dollar. It rose early but then sank to close up only .09 to 84.74.

*US interest rates fell on weaker than expected US economic news.

Another strange day in the energy sector. Crude was all over the place, closing off 89 cents to $70.40 per barrel. However, gasoline closed up 3 cents and nat gas closed higher too … repeat of yesterday.

*Nat gas looks like it is ready to go on a tear, as per the former war hero Marine, Roger Pruitt, CEO of Sol Cool.

July nat gas

http://futures.tradingcharts.com/chart/NG/76

While a horrendous day, gold closed well off its low of $620.40 and silver did the same, climbing back from its low of $11.54.

One of our top European sources called early this afternoon to say a major European bullion bank, who happened to call and catch this correction, says we will not see these low gold prices "for many years to come."

The big hullabaloo on CBNC :D...this morning was highlighting copper going limit down. Yet for all the noise, copper is still $3.47 per pound. That price is phenomenal and one I never thought I would see.

The falling silver stocks have meant nothing thus far. Still it bears further watching …

Hi Bill,

COMEX Silver withdraws slowed to a mere 255,246 ounces on Wednesday. That makes it 11,560,367 ounces withdrawn in the last 6 business days. Also there was a large transfer of Silver from the registered category to eligible in the amount of 3,046,555 ounces.

Regards,

-Bryant

To: Dennis Gartman
From: Bill Murphy

Hi Dennis,

You have become the kiss of death of late going long gold. For the second time in a row The Gold Cartel, which you say does not exit, has buried you … quickly stopping you out of your long positions. Perhaps it is time you reconsider your position on the cabal and their shenanigans.

More gold goodies:

Indian ex-duty premiums: AM ($4.69) PM $2.59) with world gold at $637.50 and $631.70. Seriously below legal import point. This was despite a steadying of the rupee. The Bombay Stock Exchange closed down a further 3.15%, having now lost 21% from its May 11 high. It seems undeniable that this is putting stress on the functioning of the domestic gold market.

Japan was pretty stressed too, with volume leaping 115% to the equivalent of 51,475 Comex lots, and the active contract eventually falling the 60 yen limit, where it closed. Mitsubishi grumbled

"Public Tocom stop loss selling ruined the market."

Their data implies the Public cut 18 tonnes from their long: open interest itself fell only 8.7 tonnes (equivalent to 2,294 Comex contracts). World gold went out at $632.60, $11.80 below both the Japanese open and the NY close: for once pre open ACCESS selling was not a feature.

Why the Japanese public did this, in contrast to their heavy buying seen a couple of weeks ago, is very likely bound up with the near-euphoric reception abroad of the US initiative on Iran. This seems to have had much greater impact overseas than in America. Overseas parties, of course were more scared.

Just how scared is vividly illustrated by the astonishing Turkish imports for May, reported today by the Istanbul Gold Exchange. At 33.475 tonnes, these appear to have been the third highest in the 11 years the IGE reports, 135% higher than April and 45.4% higher than May’05, despite weighted average $US prices being 9.6% and 59.7% higher respectively (and of course being at generational highs).

The only possible explanation for this is geopolitically motivated buying from neighboring states, notably Iraq and Iran. It should be noted that these must have been small buyers – a Central Bank or extremely wealthy individual would surely deal direct in Europe. Those who think peace has broken out in the Middle East will no doubt look for a reversal. Those who do not will expect a resumption.

Yesterday was pretty remarkable in NY too, with an initial rally being routed for a $11.50 loss (on a $21.50 range). Although volume was only 60,570 lots (reportedly) open interest dropped an amazing 22,013 contracts (68.47 tonnes) to 292,481 lots, a level last seen in early September, when gold was $445.

Today’s $15.50 drop, on only slightly more impressive estimated volume of 75,000 saw a notable closing sell-off of over $5, and immediate weakness in the always questionable mid afternoon aftermarket. Opportunistic short selling has probably entered. These actors need continued Indian incapacity and mid -east euphoria.

The WGC’s GLD ETF celebrated these developments by adding 3.09 tonnes yesterday.

Great fall in metals and the Indian market is a warning sign...

Thursday, June 01, 2006

Here is Wednesday's alert and below is newsletter of Sunday.

Dear Member,

Yesterday, all metals showed signs of weakness while today, they have not been acting well.

I promised to send you an alert on Wednesday, therefore here is my view.

The decline of metals is a confirmation that they are gradually moving into a weak phase, a trend that should persist for the next two months.
I do not want to predict what the price will be on the low side, but suffice is to say that the fall will be around 30% from current prices.

Ist das ein PoG 370 USD ???

Life time opportunity to buy US Dollar.

Thanks & God Bless $$$$$$$$$$$$$$$$$$$$$$

Sharma Mahendra

Gold Share Strength

Author: Jim Sinclair

Although not evident to the naked eye, most gold shares improved today, ticking up from their lows as gold declined. Not many closed up on the day, but accumulation was evident in the leaders of all categories.

Should this action continue tomorrow, I wager gold will register its low quite soon before once again bettering $682.

Remember there is little old gold gang presence in this market.

The action in gold shares this Thursday June 1 was hedge funds and the international investment firms as buyers.

A continued inverse, with gold shares firming as the gold price weakens, is indicative of a turn to the positive for the gold price.

Be prepared for another $100 range in the gold price......hoffentlich rauf !

By Jack Chan

5/31/2006

“We bought gold at 640 today.”

A subscriber questioned my sell signal in gold, and promptly sent me the buy order above, recommended from another analyst. It makes no sense to me why some folks keep trying to pick a bottom of this gold correction, why not just let it run its course, and buy it when the selling has dried up. As always, we have no opinions or predictions, we simply follow price action and go with the flow. Following is our month end review on gold.....

http://news.goldseek.com/GoldSeek/1149260520.php

Grandich Letter Special Alert

June 1, 2006 - 9:15M EDT

Gold $621.00

I’ve been looking for gold to settle into a $625-$675 trading range before any new significant up move can occur. http://www.grandich.com/docs/mw_05-24-06.pdf
We may need to shake out weak longs by testing $575-$600, but it’s absolutely critical to view any such move as a correction in a secular bull market – not the beginning of a bear market!

Meanwhile, they rang the “top” bell for copper but not for silver, platinum, palladium and especially uranium.

I continue to expect the second half of 2006 to be a good one for the junior resource market and urge high-risk speculators to use any weakness near term strictly as a “golden” opportunity.”

Oil traded over a dollar lower ahead of inventory reports which showed crude inventories built 1.6 million barrels, gasoline inventories built 800,000 barrels, distillates built 1.8 million barrels, and natural gas tocks built 80 billion cubic feet. Crude inventories built instead of an expected fall, but gasoline inventories and natural gas stocks built less than expected and signs of increasing demand and refinery problems added to the bull argument to pull all energy prices higher on the day. Oil did fall back off into the close, however, as reassurances came that OPEC would not cut its production at the conclusio n of its meeting currently taking place in Venezuela.

The U.S. dollar index found decent gains in overseas trade in further reaction to yesterday’s hawkish fed minutes, but it then began to fall off following some strong European data and continued to drop after weak U.S. data to end with only slight gains.

Treasuries found gains in reaction to poor economic data, but any advance was minor ahead of tomorrow’s jobs data.

GATA Posts:

Another Chinese central banker advises buying gold and oil instead of dollars
Even a sneering wise guy begins to see some virtue in gold

Lucky alles beginnt an einen Tag und ended auch an einen.

Margins sind gefaehrlich,ich habe da Erfahrung.

Have a nice day, heute gehts wieder weiter....die Manipulation.

Die wollen wieder an unsern Speck

XEX

2006-06-01

Cape Town

Stop bitching or get out!

That was Safety and Security Minister Charles Nqakula's message on Thursday to those that he called "constant moaners".

And to those threatening to leave the country because of the high crime rate, the message was: "Get a life!

"There are two options. You can complain until you are blue in the face or leave the country so that the rest of us can get on with our work."

Among those, he said, were the Democratic Alliance's Roy Jankielsohn and Ray King, as well as Pieter Groenewald of the Freedom Front Plus.

Nqakula said during the discussion of his budget vote it was significant that complaints always came from people with surnames such as Jankielsohn, King and Groenewald.

Townships used to fighting crime

"Why don't you hear complaints from township folk?"

Nqakula said the reason probably was because township residents had been fighting crime for years.

"The government you were part of left these people to their own devices when it came to crime.

"Now that you're also on the receiving end of crime, you start complaining.

"That's disgusting!"

Nqakula was clearly annoyed by a DA suggestion that he spend time at home fighting crime instead of trying to broker peace in Burundi.

"This is a clear indication that you don't understand politics at all.

"It makes sense that the president sends his safety and security minister to help our friends in other countries.

An even-bigger crime problem

"If we don't help, their citizens will inevitably end up in South Africa.

"And if they come here and there's no work? Nowhere to stay and nothing to eat?

"What then?

"Then we'll have an even-bigger crime problem.

"If you don't understand this, then you shouldn't be here!"

News24/

danineu, du hast Geschmack.

Eine gute Auswahl !

Denke mal an die DEN.TO IUC.TO UEX.TO beim Uranplay, die finde ich gut und preiswert.

Gruss

Eldo

Lucky, das weiss doch jeder Goldbug.
Immer die selben Spuren im Schnee.
GATA hat es auch bewiesen.

Wiedermal ist das PPT abgeprallt...

Sind die PM"s nun ausgeblutet ?

IMO, Ja wo der HUI 303 war.

Die 275 HUI sind ein Wunsch die jeder gerne sehen moechte mit Cash in der Hand.

Aber nicht jede Korrektur geht unter die 200dma. (275 HUI und POG 575 USD)

Es gibt doch noch Investors die sind anderer Meinung und kaufen bzw. stuetzen die PM's/HUI jetzt schon.

I'm happy !

Gute Nacht, morgen kommt der naechste Tanz mit dem PPT.

Vielleicht kommt morgen die Meldung Frieden im nahen Osten und Dollar/T-Bond ist die beste Waehrung.

BUY DJ NOW ! :D...its up 0.88% today.

Please listen to CNBC and stay tuned.

They will show you the way !....the wrong one of course.

XEX

.....I hand over to Saccard, I wrote enough.

The Long Heralded Gold Correction Arrives

Dr Richard Appel

May 29, 2006 - Shortly after gold resolutely surged through $500 with nary a backward glance, noted expert after pundit began to board the gold correction bandwagon. At first there were a few. But one by one, as gold drove unimpeded higher, their number swelled. Finally, during what many of their league pronounced a parabolic rise that was destined to terminate gold's Bull Market, the members of the financial media turned their focus towards constant discussions of the end-game of gold's Bull Market

In fact, as odd as it may sound, we should "hope" that the present correction lasts a few months or longer! For if gold shortly renews its skyward assault, we will likely experience a price explosion that may yet indeed appear parabolic. In that event, gold could easily surpass $1000 in the relatively short term.

Rest assured. If I am correct, and a drastically lower price occurs before gold strikes its low, the eternal metal will again resume its bull run and post new, stunning highs on the way to its final Bull Market peak. There truly is "no fever like gold fever". For good or for bad I believe that we will again witness such an experience. But, it will occur far later, in what I believe history will dub its greatest Bull Market.

......more

http://www.321gold.com/editorials/appel/appel060106.html

Ich habe gerade den letzten Zeal Intelligence Report gelesen:

Schlimmster Fall der HUI geht kurz runter auf max. 275 HUI.(das sagen mittlerweile viele).
Da viele Investors verkauften und nun Sommerpause machen kann die Korrektur noch ca. zwei Monate dauern bis die 275 erreicht sind.
Die von Zeal glauben es geht in die Richtung und keine Rally started vor August/September bei den PM's und PoG/PoS.

In der Vergangenheit gab es 5 mal eine Korrektur von -30% in 88 trading days im Schnitt. Bei allen ging es kurz unter die 200 dma.

Ein Trost, Energiestock ist schon unter den 200dma korregiert und ist nun ein Kaufsignal. Die sagen, Now go long on Energiestock..

Vielleicht gleichen diese Aktien den Verlust bei den PM's dann wieder aus im Depot sodass meine margin nicht mehr in Gefahr geraten.

Ich koennte dann wieder umschaufeln und mehr in die PM's investieren falls HUI auf die 275 gehen sollte.