Category Archives: Guld & Silver

10 Year Gold vs. 20 Month Bitcoin

Utvecklingen för Guldpriset de senaste 10 åren är väldigt lik prisutvecklingen för Bitcoin de senaste 20 månaderna. Intressant.

10yrGOLD

20 month bitcoin chart

bitcoincharts.com/charts/mtgoxUSD#rg60ztgSzm1g10zm2g25

The End Of Gold – Matrix Sentry

gold hand

Paper gold is not acting dead, yet. As a former trader, I see nothing particularly alarming when looking at the long term Gold Chart. Price is right at the lower boundary of a trend channel that has been in place for over a decade. For the status quo to be maintained we would expect a rally back toward the middle of the channel, then a series of higher lows that stay within the confines of the channel. If that does not occur, I would say the character of the trend is definitely changing.

In order for me to say the bull market in paper gold is over, I would need to see a move down through 1300. That would be a Fibonacci 38.2% retracement and a move through that level violates strong natural support in the bull market. The only time we have seen that kind of retrace was during the crash in 2008, and then there was a very strong V bottom reaction after the 38.2% level was briefly breached. That reaction solidified the notion that market was inherently bullish and the weakened price was refreshing the trend.

A move through 1300 without a strong buying response similar to what was seen in late 2008 and 2009 suggests an end to the bull market in paper gold. Since I do not see fundamentals for gold changing, as a result of a miraculous resolution to the $IMFS crisis, the need for gold will remain. The lack of ability of “gold” to adequately satisfy the need for gold will be reflected. I expect this to be a sudden realization and not a gradual one. That should provide an exclamation point in the form of a waterfall and should set off a stampede. It will not be hard to miss and we will not be asking whether this is the end of “gold.”

fofoa.blogspot.se/2013/02/think-like-giant-2.html?commentPage=4#c7386032956778916722

Hidden Secrets of Money – Mike Maloney

Mike Maloney har via Gold and Silver publicerat första avsnittet i en serie om pengar och vår ekonomiska värld. Då Mikes bok Investing in gold & Silver var den som fick upp ögonen på mig för hur världen fungerar och ser ut egentligen så publicerar jag gärna hans filmer.

Dock så har det hänt en del sedan jag läste denna bok. Jag har lärt mig mer och jag lär mig dagligen mer. Den syn som Mike har på världen är att guld och silver alltid följer pengamängden och det är det största argumentet för att priserna på dessa kommer att stiga är en sak och det andra är det som denna film tar upp. Att guld och silver är pengar. Det håller jag inte helt med om. Liksom att världen skulle fungera bättre på någon typ av guldstandard. Det är för stelbent och trångsynt att tro att vi kan fixera värdet på guld/silver och knyta vår valuta till dem. Vi har gått vidare och måste hitta nya lösningar.

Läs gärna FOFOA’s post: Moneyness 2 – Money is Credit för en djupare diskussion om begreppet pengar, krediter och rikedom (wealth).

Think Like A Giant 2 – FOFOA

Nytt inlägg av FOFOFA som förklarar och förtydligar flödet av guld som sker dagligen mellan London/BIS och världens superrika. De som är så rika att de kan leva ett liv i totalt överflöd utan gränser och ändå ha pengar kvar som de måste stoppa undan; “A Giant that has 100mil piling up on its doorstep every day”. Inlägget förklarar varför vi som räkor “shrimps” kan få ta del av denna enorma uppvärdering på ett sätt som inte dessa jättar kan.

Artikeln: fofoa.blogspot.se/2013/02/think-like-giant-2.html

Första artikeln: fofoa.blogspot.se/2012/10/think-like-giant.html

Think Like A Giant 2

“Think that I a fool, because I trade gold for thousands US an oz.?
You will think much on this in the future.”
 –ANOTHER

The true value of gold, as a monetary currency, in today’s current US$ values, is over $30,000. If all currencies were destroyed, and gold only was used, this value would be higher. However, currencies will be used in the future, as today, only their value in trade will change. They will no longer be held as reserves, without gold at their side!

Simple Freegold – FOFOA

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Under posten “The Triumvirate of Wealth” skrivs följande kommentar för att beskriva Freegold på ett enkelt sätt.

FOFOA: Fractional reserve in and of itself is not such a terrible thing. The problem is that it creates a moral hazard. This moral hazard is such that even regulation cannot fix it because ultimately the regulators become morally corrupted by the system.

The shift that is coming in the gold market, from paper to a physical market, is the ultimate conclusion to a fractional reserve system. It is the collapse of the system as confidence is ultimately lost that there is any reserve actually being held in your name.

If we only use fiat currency as a unit for trade, and not for store of value, but instead have a non-fractional wealth reserve riding shotgun, the system will once again become sustainable.

The currency will fluctuate per the actions of the printer, but if he prints too much, more value will flow into the wealth reserve. If the printer is responsible, people will gradually be willing to hold the fiat for longer and longer periods of time. Ultimately, if the printer remains responsible, some people may hold the fiat as a store of value. But then this will tempt the printer to print more and value will flow back into gold.

This is where evolution is taking us. It is not taking us back, it is taking us forward. We are evolving to a place where governments print the money we use for trade, but not for savings. They will have to earn our trust again before we will save in their currency.

FOFOA

freegold_Money_Triangle

Freegold_Quadrangle

Venezuela Devalverar Sin Valuta Med 47%

Venezuela har precis devalverat sin valuta, Bolivar, med 47%. Alltså över en natt så har valutan tappat 47% av sitt värde. Om du hade pengar på banken i bolivia så har du nu endast 47% av köpkraften kvar. Hade du sparat i guld och silver hade du haft all köpkraft kvar, kanske tom. lite mer eftersom värdet på fysiska ting antagligen stigit.

Det Bolivia har gjort är som Zero Hedge skriver: “Bolivia brought a nuclear bomb into a currency war knife fight,”

Läs artikeln ovan från Zero Hedge och denna artikel från Mike Maloney för att greppa konceptet med inflation, köpkraft och nominellt värde.

Även Scoris: marketsbyscoris.com/2013/02/venezuela-slaktar-den-egna-valutan.html

The Full Willie – TFMR Podcast

Lite perspektiv på eventuella kommande plattformar och system för handel utanför dollarn.

Inlägg: tfmetalsreport.com/podcast/4469/tfmr-podcast-39-full-willie

Direkt MP3: traffic.libsyn.com/tfmetals/WillieTFMR131.mp3

After Freegold – MatrixSentry

Image: Berlin's First

MatrixSentry om sparande efter FreegoldLegs – FOFOA

The “public” will not bring on Freegold through a rush into gold coins. The public will never get onboard until after the fact, when the wisdom of owning physical gold is self evident.

A market for convenient allocated gold products will spring up following the demise of gold derivatives. Joe Public will simply trade his currency for allocated ounces to save, then trade his ounces back into currency when he is ready to consume. No need to “learn” physical gold, it will be exactly like what he is used to now with stocks, ETFs, and mutual funds. Joe will simply understand that his “allocated physical gold fund” offers the ultimate safety after living through the destruction of his paper wealth, including paper derivative gold.

fofoa.blogspot.com/2013/01/legs.html?showComment=1358525602230#c2565412715724535269

Monetary Base and $PoG

Operation Twist didn’t expand the monetary base — unlike TARP, QE1, QE2, QE3 and QE4. Without base expansion, we see deflation.

VIA: barondayne.blogspot.se/2013/01/monetary-base-and-pog.html