Beiträge von Vanescent

  • Der Dummbaddel des Tages


    Dieser Bullshit hat System.
    Denn so blöd kann ein Fachmann nicht sein, dass er nicht über anstehende Entwicklungen (wie im Auszug aus einer Zuschrift) wie unten erwähnt, informiert ist!


    Gruss


    I was unaware of it but starting in July in Europe is the RoHM standard similar to our RCRA (pronounced Wreck-Rah). They have mandated up and down the supply chain removal of Lead from consumer products. Europe has an ever increasing pile of obsolete electronics-gear waste, all of it containing lead-tin solder. Only replacement out there right now is Tin-Silver-Copper. The tin has to have either lead or silver to avoid growing 'tin whiskers" which appear to be a "sublimation" mechanism where elemental tin evaporates into the vapor state directly from the solid (in chemistry, "sublimes") and then condenses back to the surface of the tin solder-blob as "whiskers". When these start growing on your circuit board you can imagine the short-circuit potential.
    I was unaware of this driver on the world price of silver. Europe has exempted lots of critical electronics such as airplane navigation and flight hardware that needs more time to fight the whisker problem, similar to Bush's move to slow enactment of the EPA rules on fuel oxygenates for the summer. Look for less reliable electronics coming out of the EU this summer, and higher silver prices. All this was in the February 2006 Popular Science found on a colleagues desk at lunch today.


    Zusatz:


    Und was ich noch vergessen habe:
    Ein Bekannter, der auf dem Gebiet der Mikroelektronik arbeitet, hat mir letzthin mitgeteilt, dass in der Mikroelektronik immer mehr Kupfer durch Silber ersetzt werden muss, weil Kupfer sich nicht so dünn auftragen lässt wie Silber und alles ja immer kleiner und komplizierter wird.

  • Thai Guru's Gold und Silber ... (Informationen und Vermutungen)

    Nochmals zurück zu den Margins.
    Grundsätzlich ist an deren Bestehen nichts zu kritisieren, sondern nur an der Art und Weise wie die geändert werden.


    Dazu aus Bill Cara’s heutigem Kommentar:


    It’s not surprising that when traders went into work this morning at NYMEX they had to sell out some clients who couldn’t handle the extra margin requirements. This is called Bernanke’s second shoe dropping, or kicking precious metals traders you know where.
    This margin raise tactic is simply not acceptable. Market intervention seems to be the style of the new Fed. And it must be earning brownie points in the White House.
    …
    Und weiter
    …
    This morning, the $USD was even lower; but what did the precious metals do? Yes, right after I produced my early report, the spot market reversed. Clearly, a lower USD should have boosted the precious metal prices.
    But, it’s their casino. Periodically they just let us know with their in-your-face bully tactics.
    You read my words on “Intervention”. There ain’t no Fed big enough…
    When you start reading about what’s going down here from business writers around the world, and not just from a couple bloggers like me, then you, you and you will decide to put your capital together and do what George Soros did to the Bank of England a few years ago. He broke the bank.
    Ben Bernanke is on borrowed time. Traders are getting impatient.
    Anyway, this is a marvellous opportunity to jump into precious metals. At least, we know what we’re doing – as you can see by the gold trading in the past few minutes.


    Gruss

  • Thai Guru's Gold und Silber ... (Informationen und Vermutungen)

    Beispiel vom letzten Freitag in US$


    Metall A Grösse Preis/Einh Total Letztes Margin Margin in %

    Platin 50 1130.7 56535 2700 4.78%
    Gold 100 632.2 63220 3040 4.81%
    Kupfer 25000 3.1405 78512.5 5400 6.88%
    Palladium 100 359.8 35980 2700 7.50%
    Silber 5000 12.965 64825 6075 9.37%



    Wobei A Auftrag/Abschluss ist.
    Es geht hier nicht speziell um die Grösse der Abschlüsse, sondern um mal den Vergleich der Margins.


    Gruss

  • Thai Guru's Gold und Silber ... (Informationen und Vermutungen)

    Hallo Edel Man


    Wenn auch Offtopic kann ein bisschen Poesie nicht schaden:


    Goldys goldene Kette


    Der Goldy auf der Wiese weint
    Derweil die Sonne fröhlich scheint.
    Und Wiesel, Hase und dergleichen
    Sich fröhlich zum Tanz die Pfoten reichen
    Wo ist seine güldene Kette geblieben?


    Noch gestern hat sie um den Hals gehangen
    Doch heute stellen wir fest mit Bangen
    Wo einst die güldene Kette war
    Ist wüste Leere immerdar.
    Wo ist seine güldene Kette geblieben?


    Die Spatzen` von den Dächern singen
    Er tat sie ins Verleihhaus bringen.
    Den Mammon hat er schon verprasst
    Der Goldpreisanstieg ist verpasst.
    Wo ist seine güldene Kette geblieben? (schluchz!)


    Usw usf.

  • Börsenweisheiten

    Wer einen Rohstoff zu Produktionspreisen kauft, kann auf lange Sicht nicht verlieren.


    Alte Anlegerregel


    Zum Glück habe ich diesen Leitsatz gekannt, als Silber noch unter 7$ Unze war... :]


    Gruss

  • Der Start des SILBER-Höhenflug

    Guter Artikel zur Silberpreisentwicklung von Carl Löfberg
    :
    Big moves ahead in silver - April 9th 2006


    Ausschnitt:


    …
    With these positive developments for silver investors (not to mention the $4 rise in price) one thing that has not changed too much the past few months is the big commercial net short position in COMEX silver. The commercial side has basically stayed with their shorts they accumulated at prices below $8/oz the previous fall. Silver has moved up $4 after that. On thing is for sure: these past 6 months did not unfold as the Commercials hoped. The question is will they be able to get out of their currently huge paper losses by yet again triggering a massive fund sell off or not? Will it be different this time?
    Previously similar COT structures have resulted in sharp sell offs but I’m not so sure it will happen this time and even if it does, I’m not sure it will happen in the immediate future. That being said, I’m not very surprised even if it would happen.
    It is however worth to notice that even though there has not been any significant liquidation of the huge commercial short position some capitulation seems to be taking place on the commercial side. The commercial shorts have gone down a bit more than 10000 contracts from 117726 in late November to 107566 now in early April. At the same time silver has gone up from $8 to $12/oz.
    The commercials have certainly tried to trigger a sell off at least 15-20 times the past few months without too much success. I’ve watched the market go down 15-20 cents during European market hours only to see it rebound strongly later on and often end up higher. This kind of strong rebound with significant buying coming in during a sell off didn’t much happen in silver before last fall. Clearly there is much stronger buyers in the Silver market than the commercials are used to. The question is how strong hands are these new buyers? Are they in for a quick profit in the anticipation of the silver ETF or are they believers in $20+ silver in the quite short term and intend to roll over their longs no matter what? The answer is, I don’t know. I guess there are new buyers of all sorts, both short term speculators but also new longs who are in for the long term for fundamental reasons.
    I’m not a believer in commercial supremacy in general, but anybody who has been following silver COT for the past several year must admit that the commercials have done quite well in silver (until maybe these past few months). The reason I follow the COT structure in Silver quite closely is that as Ted Butler pointed out in his recent article, I also see the big commercial short position as “the only negative” for silver.
    ….


    Gruss

  • Warnung: Globale Krise bricht Ende März 2006 aus!

    Zitat

    Original von The Merowinger
    Alleine wenn Du hier auf den Goldseiten nach "globale Krise" suchst, findest Du ca.10 Threads mit Informationen warum dann und wieso die globale Krise ausbricht. Bisher hätte diese schon einige male ausbrechen müssen... ;)


    Ich gehöre ja auch zu dieser Doomsday Fraktion :D und das von trosinette Erwähnte entspricht auch meiner Einschätzung.
    Nur dass der Zeitpunkt schon zum Voraus bestätigt wird, wollte ich nicht unerwähnt lassen...


    PS
    Das habe ich Anfangs Februar geschrieben:


    http://www.goldseitenforum.de/…hp?postid=77686#post77686


    Gruss

  • 100$ pro Unze ??

    100$ per Unze, 2000$ per Unze Silber ?(
    Ich sehe da den goldenen (äh silbernen) Mittelweg von Greg Silberman (wie passend der Name!):


    Using my Exponential Fib approach I’d like to indulge a bit – let’s project the prior wave in the last Gold and Silver Bull Markets to arrive at targets for this current Bull Market:


    Silver had a low of $1.50 in 1973 and a high of $40 in 1980. Projecting forwards, Silver has a price target of $675 (40+(40*((40-1.5)/1.5)*0.618)+1). YIKES BATMAN! That’s a 6,600% increase from current prices.


    Gold had a low of $35 (1971) and a high of $850 (1980). Projecting forward, Gold has a price target of $13,000 (850+(850*((850-35)/35)*0.618)+1). That’s a 1,400% increase from current prices.


    Silver Vs Gold Stocks and Long Term Targets