Trump's New Gold Standard

不認不認還需認....黃金貨幣屬性慢慢再現

 

Instead of Cash, a Tenant Makes Deposit in Bullion; Tough on the Wallet

http://online.wsj.com/article/

唐納德特朗普（Donald Trump）所擁有的一位於華爾街的商業大樓，有新祖客入駐，為50樓全層簽了十年租約。有趣的是這個租戶是以三塊 32 oz 的純金條作為 US$ 176,000 的按金。每塊金條僅與電視遙控器一般的大細。


You may not be able to eat it, but gold has been used as a store of value and medium of exchange for millenia. We’ve previously opined that it may not be long before it once again becomes the world’s defacto currency. Governments, investment firms and individuals alike have been accumulating gold assets amid currency debasement, rising inflation and economic uncertainty.
The latest example of gold’s acceptance into mainstream consciousness comes to us from none other than one-time Presidential hopeful, reality TV star and real estate mogul Donald Trump, who recently agreed to accept a security deposit for one of his properties in gold bars:

On Thursday, the newest tenant in Donald Trump’s 40 Wall Street, a 70-story skyscraper in Manhattan’s Financial District, will hand Mr. Trump a security deposit worth about $176,000. No money will change hands—just three 32-ounce bars of gold, each about the size of a television remote control.
The occasion will mark the first time the Trump Organization has accepted 99.9% pure gold bullion, rather than cash, as a deposit on a commercial lease. The tenant, precious-metals dealer Apmex, will sign a 10-year lease for 40 Wall’s 50th floor at a leasing rate of about $50 a square foot, according to Apmex Chief Executive Michael R. Haynes. The company is promoting the use of gold as a replacement for cash in some situations.
“Gold has been a valuable asset class for the last 10,000 years, but the world has drifted away from it,” Mr. Haynes says. “I figured, Trump is a smart guy, and he’ll realize that taking gold is a better idea than taking cash.”
Mr. Trump said he sees the deal as a repudiation of the Obama administration’s economic policies, of which he has been a vocal critic.
“It’s a sad day when a large property owner starts accepting gold instead of the dollar,” Mr. Trump said in an interview. “The economy is bad, and Obama’s not protecting the dollar at all….If I do this, other people are going to start doing it, and maybe we’ll see some changes.”
Mr. Trump said he has some gold in his personal portfolio, but declined to say how much.
Source: Wall Street Journal via All American Gold

2011年至今今各類投資表現

一張圖表,勝過千言萬語
白銀是否正如....Fateandthefuture兄所說:
"很多人不能超越心理的關口﹐害怕今天買金會蝕底。相反見到白銀只需HK$300多元已經買到一兩﹐覺得很抵買。但他們不想一下﹐黃金從低位升至今天﹐只升 了七陪﹐而白銀從低位至今已升了十倍多。實際上﹐以升幅計﹐銀比金更不便宜。只因為銀本身價值比金低﹐所以使人有錯覺﹐以為較抵買。"

因升幅已有十倍多,就變得不便宜,這論點就交由各位大大思考.......

Its on like Donkey Kong

Original Source

 

The days leading up to the FOMC 2 day announcement will be intense. Now ANYTHING can happen in between these days, although some like to think I'm Nostradamus, I'm not. Fortunately though, I think I know where they will get everyone out. It's a break of the trend line where the circle is. Its usually the day before the major run in the opposite direction after shaking all the longs, and getting all those dumb motherfuckers short-its the perfect storm for rallies like you've never seen. Usually they are on bottoms similar to MS (Morgan Stanley) candle yesterday where they penetrate the support briefly, set off some stops, gather some new moronic momos positions short, and then reverse it, turn on the buy algo's and go fuck hookers.

I have a feeling this may happen this time around. I cant possible see a scenario where we sell off again into the 30's. I just cant. We are entering the buying season for the physical, we are entering the November Comex Contract for silver, and the best month in December for Gold. Add in the fact that the world's financial systems are ready to print into oblivion to keep this ponzi going, add in the enormous commercial shorts, add in the position limits that may be changed, add in just about every black swan event, and we have whats called a TRADE ON!

I will be using any weakness that comes into the trend line to buy the physical. I am slowly distancing myself form the paper game and turning profits (and losses) into phyzz.

After seeing the metals reports I suspect a strong day for the PM's tomorrow as no leaves were shook, and the shorts will need to start covering going into this fuck job of a weekend.  

末日博士的五大投資建議

http://finance.sina.com/bg/

轉載
市場先生，末日博士(Dr. Doom)現在唱衰你。
　　末日博士大名麥嘉華(Marc Faber)，是駐香港的一名投資經理、作家以及月刊《股市榮枯與厄運報告》 (The Gloom Boom & Doom Report)的出版人。在這份刊物中可以讀到麥嘉華對全球經濟和地緣政治問題的見解。
　　麥嘉華與金融市場樂觀派水火不容。對現實不滿是他的一貫作風，而現在他對全球經濟形勢的看法比2008年時更加悲觀。
　　看看麥嘉華都說了些什麼。
　　麥嘉華前段時間在泰國接受電話採訪時表示，“當前金融市場狀況比2008年金融危機爆發前更糟糕；財政赤字劇增，[美國和歐洲]政治體系都完全失靈了。”
　　確實如此，今年8月份全球股市呈現出前所未有的大幅震蕩格局，顯示出投資者和交易員避險情緒高漲。
　　當前經濟形勢脆弱，政府政策催生通貨膨脹，失業居高不下，社會和收入差距懸殊，中東和亞洲軍事活動頻繁、地緣政治局勢緊張。把上述背景考慮在內，你就能更好地理解麥嘉華眼中的投資格局了。
　　嚴格說來，麥嘉華並不是持逆勢立場；他更多是主張始終保持謹慎(側重資本保值而非資本升值)，為明日博取投資收益而養精蓄鋭。
　　麥嘉華稱，“我是這麼看的，我對所有地緣政治因素的看法都超悲觀。在政府大印鈔票的環境下，我們必須問自己，該怎樣捍衛我們財富呢？……我們該如何進行投資配置呢？”
　　好問題。但如果你和麥嘉華一樣，都認為是美國聯邦儲備委員會(Federal Reserve)的政策導致人們不儲蓄而去投機，並引起美元貶值，認為惡性通貨膨脹真的有可能發生，2009年以來股市的回升只是讓有錢有權的人得到了好 處，認為現金等於垃圾，唯有黃金和農村土地才是真正的避險資産，這其實是個相當直白的問題。
　　說起話來一向直截了當的麥嘉華表示，“美聯儲是個非常邪惡的機構，因為他們懲罸那些曾救過他們命的正派好人。”
　　他還稱，“這些人本來對股票和投資一竅不通，突然間卻被迫走上了投機之路。”
　　投機是投資的反義詞。眼下連公司都很少投資了，更別說政府和股市散戶投資者了。由於擔心全球經濟增長緩慢導致利潤減少，公司現在紛紛囤積現金。
　　這種守財心態帶來的結果往往正是利潤的減少。麥嘉華指出，除醫療、消費必需品和公共事業等傳統抗跌行業外，公司業績可能普遍會讓股東失望，大宗商品股也不例外。
　　麥嘉華稱，如今公司花錢的主要方式之一是併購，而不是招聘人員和採購設備，這最終會導致通貨膨脹。
　　麥嘉華稱，“公司目前沒有花大錢進行資本投資和新投資，這就是為什麼他們手中攢着大量現金。今後幾年併購和行業整合會比現在多得多。就業會遭到打擊，但這是必然要發生的。行業的整合使企業議價能力增強，生活成本會水漲船高。”
　　麥嘉華指出，這種勢頭雖然對老百姓來說不理想，但能讓華爾街持續存活。麥嘉華據此對股市走勢做出的預期或許會讓人大呼意外。
　　麥嘉華稱，“我對股市的看法其實不是太負面；如果你是悲觀主義者，投資股市很可能比投資政府債券或者現金更適合你。”
　　請大家把錢箱關好，反復檢查鎖緊了沒有，並隨時參考麥嘉華的下列建議：
　　1. 不要投資美國國債
　　麥嘉華稱，“持有10年期或者30年期美國國債無異於自取滅亡。”
　　那怎麼解釋當經濟疲軟、股市動蕩、投資者尋求避險時美國國債出現上揚呢？
　　麥嘉華說，“所謂經濟疲軟是什麼意思呢？經濟疲軟意味着稅收收入大幅減少，赤字上升，政府必鬚髮行更多債券。”他還稱，大量新債會導致信用質量下降，使投資者對美國國債的信心進一步減弱。
　　麥嘉華稱，“美國政府債券是垃圾債券；美國只要能印鈔票就能付得起利息。不過，用不斷貶值的貨幣來支付利息和本金就是一種違約。”
　　麥嘉華還表示，“鑒於此，我主張不要只持有美元資産，而應該讓資産多元化；美元短期內也許會有一定程度的上揚，但是從長期來看，美元和包括歐元在內的其他紙貨幣肯定會呈貶值趨勢，而不像黃金和白銀那樣堅挺。”
　　2. 現金就是垃圾
　　鑒於麥嘉華唱衰美元，他不贊成將持有現金作為投資組合長綫緩衝手段也就不奇怪了。
　　麥嘉華稱，“有人說‘我信不過股票、黃金、房地産，我想持有現金’，這種想法是非常危險的，最終會出現巨額損失。”
　　他認為問題在於，由於通貨膨脹導致貨幣漸漸貶值，人們的購買力將下降。
　　麥嘉華稱，“我們陷入了一種尷尬的境地；在傳統貨幣體系中，現金、國庫存款、政府債券是最安全的資産，但現在從長遠來看，增發貨幣讓它們成了最不安全的資産。”
　　麥嘉華還稱，“正常來說，經濟弱國通貨膨脹率要高於經濟強國，經濟弱國的財政政策寬鬆，隨便印鈔票。美國堪稱是全球貨幣政策最寬鬆的國家。美國勞工統計局(Bureau of Labor Statistics)的通貨膨脹報告我一個字也不相信。”
　　麥嘉華表示，“紙貨幣已經喪失價值；未來將出現惡性通貨膨脹。”
　　3. 股票能提供一定安全保障
　　麥嘉華稱，“對股票我不是完全唱衰，如果讓我從現金、政府債券和股票中選一種作為長期投資産品，我寧願選擇股票。”
　　只不過不一定是美國股票。
　　麥嘉華說，盡管美國股市呈現“超賣”，標準普爾500指數(Standard & Poor's 500-stock index)或反彈至1250點至1270點區間，但他預計美國股票雖然不至於全面縮水，但其價值會下降。
　　他表示，“我認為2009年3月份構築了一個重要底部，未來可能不會跌破該位；那標準普爾500指數會不會跌到900點呢？是有可能的。”
　　但麥嘉華稱，在標準普爾500指數滑向1000點的過程中，美聯儲可能會出手干預，採取第三輪刺激政策以提振投資者信心。
　　他指出，美聯儲採取的措施“也許不會讓股價升至新高，但可能會穩定股市。如果你印鈔票，股市就不會崩潰。”
　　4. 新興市場將發展壯大
　　麥嘉華對美國和其他發達市場經濟體看法悲觀，但他對投資新興市場國家卻非常看好。
　　他在8月初發表的一篇市場評論中告訴訂戶，“世界經濟格局已經出現並仍在繼續發生巨大變化，經濟力量的重心在從西方世界轉向新興經濟體，我認為投資者並沒有充分認識到這一點。”
　　麥嘉華近日重申，從長遠來看，新興市場將為買家帶來豐厚回報。
　　他表示，“我感覺世界上一些地方在未來10年中能為我們帶來7%的股票投資收益；我可以為你配置一套亞洲高派息股票投資組合，收益率能達到5%到7%。”他還推薦持有公司債券，理由同樣是能夠獲得可靠的利息。
　　麥嘉華自己的股票投資組合以可派息的亞洲股票為主，尤其是馬來西亞、新加坡、泰國和香港股票，其中包括多種房地産投資信托和公共事業股。
　　他近期還看好日本銀行類、券商類和保險類股。麥嘉華談及日本銀行類股時稱，“日資銀行的貸款組合質量比歐洲銀行好，亞洲銀行業狀況非常穩固。這些因素都有助於日本股市的回升。”
　　5. 黃金值得投資
　　黃金不久前突破每盎司1,800美元，在投資者避險情緒的推動下，黃金持續上漲。作為一個悲觀主義者，麥嘉華堅信金價將繼續上漲，黃金一旦回落就應該抓住機會買進。
　　要理解個中原因，你得像麥嘉華那樣把黃金視為一種貨幣和一種美元替代品。美國和其他國家政府鈔票越印越多，黃金需求應該也會逐漸增加。
　　麥嘉華稱，“紙貨幣的功能是為商品和服務交換提供便利，同時作為儲值工具和計價單位，但以上三點美元一樣沒做到。做個聰明人吧，別再持有利率為零的美元現金了，為什麼不用黃金和白銀來保值呢？”
　　麥嘉華表示，黃金是一種貨幣，應該持有實物黃金，不要去買金礦類股或者交易所買賣基金。也就是說，他不建議買SPDR Gold Trust或者iShares Gold Trust等熱門産品。
　　麥嘉華稱，一定要把黃金存在瑞士、倫敦、新加坡、香港和澳大利亞的銀行裡，別存在美國的銀行裡。
　　他還稱，“擱在銀行保險柜裡的實物黃金是最安全的。不要追求高額資本收益。我追求的是資本保值。我希望保護我的錢。”
　　Jonathan Burton
　　(本文譯自MarketWatch)

Gold and Silver are Down in a Currency Crisis? Plus a great quote from Eric Sprott‏

With a day like this, when gold, silver, and mining stocks are down across the board, it's best to step back and look at the fundamentals.

Let's look at what is happening in the world right now on a day gold is down nearly $100 from its all time high (down 43 for the day).

 

• ECB continues to provide quantitative easing adding  €13.96 billion in PIIGS debt purchases last week.
• Greece is unable to repay its debts.
• NOT 1 European or American bank has marked sovereign debt to market.
• In the U.S., QE3 is now imminent.
  

All of these things should put gold over $2,000 and silver north of $50 in our opinion. Yet, the trend continues to bump against strong headwinds from margin hikes, bubble talk, and of course an abundant supply of paper contracts that have ZERO metal backing. FutureMoneyTrends.com believes that soon this trend could explode to the upside. Just last week when billionaire Eric Sprott was interviewed, he stated that "the sky is the limit for precious metals now." The reason we point this out is because we believe that the fundamentals for precious metals are better than ever, yet the games played by the powers that be are at full throttle trying to shake people out of their safe haven assets.

宋鴻兵的微博12-9-2011

剛才朋友打電話，他們將在9月23日在北京推出德國生產的黃金自動零售機，最大購買金條規格為2.5公斤（價值近100萬），可以使用現金，也可以刷卡購買，甚至還可以將黃金進行儲蓄。整個系統與央行清算中心聯通，銀聯對其交易規模不設上限。我問這機器不怕被砸了嗎？他說先在高端會所和私人銀行推出

No holds barred, this could be the chance of your lifetime to profit from gold. World events are fueling the precious metal’s 10-year historic rise with no end in sight. I’ve been telling my followers to prepare now: dump your dollars and buy gold— in particular, junior gold mining companies. One gold exploration company that I think everyone should put on their radar and start researching right now is All American Gold Corp. (AAGC.OB).

So far this year, I’ve only purchased junior gold miners. My entire portfolio is 81% junior gold miners—75% of them, like AAGC, are focused on Nevada projects. When it comes to my personal exposure, for every dollar I have invested in physical gold, I have over 5 dollars invested in mining stocks, specifically junior mining stocks! AAGC could be one of the best junior golds I’ve seen in my life. With three properties showing gold potential—and in just the early exploration stages—I expect AAGC is going to be even bigger than any of us imagine.

Currently, AAGC has received permits for 21 holes on just one of the properties, Goldfield West. These results could potentially turn this company into a winning lottery ticket for shareholders. In fact, even if AAGC just had Goldfield West, I would still be making this BUY recommendation. That’s how confident I am in All American Gold Corp. (AAGC). Last time gold was recognized as real money in a modern society, gold or gold stocks represented an average of 25% of financial assets. Today, it’s below 1%. If this number was to ever reach its historical average, gold would need to be around $31,000 an ounce to equal 25% of global financial assets. This is why I believe the gold bull market has barely scratched the surface.

The shift from the fiat currency experiment back into hard assets will be epic, something none of us will ever forget for the rest of our lives. In fact, decisions you make today about owning gold stocks could literally change your life.

One of the contributing factors to gold’s rise is inflation. Inflation is not the actual increase in the price of goods but rather the expansion of the money supply by the government—QE1 and QE2 and their massive cash infusions. As the cash gets released to market, the price of goods and services goes up. Repeat this cycle a few times and you have all the makings of hyperinflation. Inflation is robbing the wealth of our generation. And as the cost of food and essentials rises, the poor and middle class have a terrible time making ends meet. In steps the government to the rescue with entitlement programs and handouts. With the US government already in massive debt, it has no way to pay for these programs and is therefore, being forced to print more money to pay off debt. This very action radically devalues the dollar. Add to that the retiring baby boomers who are ready for their fair share of Social Security and Medicare—and whose spending has peaked. With the boomers retiring they’re making less—and now spending less money on housing, education, goods and services. There are fewer people in the generation behind them to make up for the deficit in spending. All of this means the government will take in less and spend more.

Hyperinflation is good news… if you’re an investor in gold. Sure it makes your dollars worth pennies but… gold is, and always has been, the best bet against inflation. When looking at the dollar index, gold always rises against a falling dollar. Take a look at the chart below: Gold is the great protector of wealth. Should what is called a Black Swan Event occur—a major event with disastrous economic consequences like a price spike in oil, or a major credit rating agency like Moody’s downgrades the US rating— it would be a massive blow to our economy. We have already seen the havoc just wreaked by the S&P downgrade. Think currency crisis in the extreme and a major blow to an already fragile economic situation. The Black Swan could be the knockout hit, sending gold to $3,000, $5,000, even $10,000 an ounce! You can read much more about this in my exclusive hyperinflation report, Inflation Nation: How to bulletproof your portfolio and prepare for the future. You can buy it today through this exclusive offer below. In the meantime… People who are paid and save in dollars have seen their savings decimated in the last century. A one dollar bill from 100 years ago is barely worth 3 cents in today's purchasing power. Gold, on the other hand, is worth $1,800+ an ounce! Remember, the US dollar is a fiat currency backed by nothing. Gold, on the other hand, is heading toward $2,500 an ounce currently and is projected to go to $5,000, even $10,000 an ounce. For investing purposes, I like gold mining companies—particularly junior gold companies like AAGC for the tremendous gains they can potentially deliver to shareholders. Should AAGC be sitting on a major gold discovery, based on historic data, core samples, mineralization reports and discoveries and/or production on surrounding properties, an acquisition could be in the cards.

Everyone should hold a position in gold and I believe AAGC may be positioned perfectly for the coming gold boom. With properties in Nevada surrounded by some of the largest gold producers in the world, drilling already started, a technical advisor who is responsible for major gold discoveries in Nevada and the potential for a buyout by a major in light of the scarcity of gold, AAGC is my junior gold exploration breakout play for 2011. I give AAGC my HIGHEST RATING: 10 out of 10 for gold exploration buys of the year. To protecting your wealth with gold, Daniel Ameduri Chief Strategist FutureMoneyTrends.com

http://www.goldmoneymachine.com/