王SIR 鏟爆港膠所...

銀幣照片

早前買入的靚靚銀幣,今日有時間影返的相,
今次有 兩隻是中國記念幣,世界自然基金50年,清華100年,和澳洲龍年10oz

Jim Sinclair

Here are some words from Master Kenny:

"If December does NOT correct with lower closes over the next one or two days, but instead closes above $1695 over the next several days, then our figures would consider this corrective action as finished - albeit the normal back and forth widening action to come, notwithstanding. The other option (still in play), is a continuation of a V bottom and a spike rally moving very quickly up to the second resistance level at $1800/$1850, with very little widening along the way."

王冠一《2012 再闖高峰 投資論壇》

London Trader - Physical Demand for Gold has Been Insatiable

文中提到,如金價去到1530,在倫敦現貨市場,都唔洗諗買到實貨!

With gold above the $1,650 level and silver near $31, a trader out of London told King World News, “The hedge funds I have spoken to were saying they have lost so much money on their stocks, that they were selling the only assets which were in profits and that turned out to be their gold and silver holdings.”

The London Trader continues:

“They were not happy about taking the only good performing asset they had, in order to offset the losses on their common stocks.  This was done for the purpose of end of the quarter window dressing.  The indication was that they wanted to get back in as soon as possible and we may be seeing some of that reflected in today’s action.

With regards to silver, you are back to commercial short interest levels last seen when silver was trading in the $9 range.  The interesting thing is there was a lot more liquidation after the COT cutoff on silver, so the levels should be even more extreme. 

The commercials have been covering off of the longs, but recently they have also been covering into fresh shorts by speculators and other traders who believe silver will continue to drop.  This is what you normally see after a washout.  Gold and silver will begin to rise with the least amount of people on the long side.

The Asians have been buying like crazy, all through this takedown they have been buying.  We have seen massive premiums and bottlenecks in supply, they simply cannot get enough physical metal as the prices have dropped.  The demand has literally been insatiable.  As I have stated before, the central bank gold, which was used to sell the market down, has gone to vaults in Asia.  That’s a one way trip, it doesn’t come back into the market....

“There is also strong demand from India.  If we get a pit close above $1,705, there are a massive amount of shorts that will be tripped up and be forced to cover.  This will give additional impetus to the upside. 

So the Western central banks got together, leased out some gold and the bullion banks sold the gold.  The central bank gold being unloaded by the bullion banks is not to get the best price, but to smash the price.  The smartest way to sell the gold would be to do it in the liquid sessions.  But the pattern during the decline was they were selling it in the overnight session when things are quiet.  This was no different that what we saw at the end of April, beginning of May on that coordinated smash.

You have to ask the question, why would anyone sell at the most illiquid times?  It is not to get the best price, it is to move the market in the direction you want to move it.  The commercials are now competing with funds that are coming in to buy and they are continuing to compete with the physical buyers and those buyers have been accumulating in size during the entire decline since gold dropped below $1,775.

As it stands today, there are an unbelievable amount of physical orders that have not been filled.  Some of the buyers might have believed there would be more downside action.  When gold was briefly down at $1,530, almost no one got any physical gold.  No one was even getting fills at $1,585 on the second and third dip, the orders down there were not filled.  Those physical buyers are watching right now and if they lose patience, they may very well move their orders higher.  If that turns out to be the case, it will put even more pressure to the upside in gold.”


kingworldnews.com

金銀市場評論--我要現貨我怕誰

2011年9月26-30日金銀市場評論
錢學深
2011-10-01



本週黃金白銀價格在經歷上周大跌後，止跌回穩。此番價格暴跌相當出乎市場意料。在一片看漲的形式下突然逆轉。可以說是毫無道理。因此市場上的實物買盤對此番行情的下跌毫無畏懼。甚至相當興奮。
美國方面報導，在本週內，金銀實物的銷售相當火爆。買方人氣相當旺盛。金銀交易商表示這次完全沒有2008年那次大跌時的恐慌氣氛。
中國市場方面我們也看到類似情況。由於國慶長假和年底漸進，購買黃金和白銀的顧客趁著這次大跌的機會踴躍買進。廣州市金鋪從早到晚，忙得不亦樂乎。生意十分火爆。經常賣到斷貨。而且不止廣州如此，全國多個大中城市有類似的強大買盤。據不完全統計發生類似搶購現象的城市還有：北京，天津，武漢，南京，寧波，濟南，煙台，呼和浩特等。
由此可見，黃金白銀牛市未改。金融大鱷們在期貨市場上用衍生工具振倉，只能嚇唬玩期貨和槓桿的散戶。對實物投資者簡直就是無私奉獻。應該表揚。其實全世界可以流動的黃金不過三萬噸，即便全部賣出，不過幾千億美元，僅中國市場就可輕鬆消化。飽嗝都不帶打的。白銀總價不過區區幾百億美元，可以說連牙縫都不夠填的。這種賠本生意不知金融大鱷們能堅持多久？

http://.hexun.com/