2012年5月6日星期日

驚天揭露:PCGS有人操控分數,大家務必擦亮眼睛!

所謂評級幣.....大家要小家呀....只是有心人找錢的另一途徑




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洒家虽是不特喜欢评级币,但也知道评级币在中国目前的钱币收藏界的位置,加上洒家又是好事之人,看了论坛某泉友的帖子,凭稀疏线索,决定查个究竟。谁知不查不知道,一查吓死人!原来果然是某人,既是PCGS的中国币评级师,又是圈中买卖评级币的名人(听天堂老人说此人早年卖假在天堂被封号,已是臭名远扬,不知为何摇身一变,混了个“中国币专家”名号,成了PCGS唯一的中国人评级师)。
PCGS有此人准备关门本不关洒家事,但玩弄国内藏友于股掌却为洒家所不能容,看帖子原来圈子里已经很多人知道了,但就是没人揭露。洒家以为,66如此引人注目的分数都敢于搞,那65、64岂不更随手可就。此獠不除,三两年后,玩评级币的泉友将是一场大混乱和大损失!
证据在此,请诸位好好看链接和图片,PCGS如果不及时除去此人,大家就要擦亮眼睛,不能只看分数说价,免得给人坑爹了!

第一枚真盒子66大头:



原来64分链接:http://www.yy11.com/htm/bbs/topic.cgi?id=204380
第二枚真盒子66分O版三角圆



原来64分链接:http://www.yy11.com/htm/bbs/topic.cgi?id=231128

以上图片不是此人不懂得删除,而是帖子存档了,无法删。再看看已经给删图的帖子,大家就可知道,此人已经有多少东西流入市场了:
http://www.yy11.com/htm/bbs/search.cgi?menu=search&searchId=13065165&p=0
http://www.yy11.com/htm/bbs/search.cgi?menu=search&searchId=13065165&p=1
这个帖子是否应该置顶公告,版主们凭良心和正义感来决定吧,哈哈!

由于最后两个链接打不开,就把链接的截图帖上,都是这人已经删图的帖子题目,粗算也有几十枚币已经给处理了,但这肯定只是冰山一角。有兴趣的可以用dragontw进行论坛搜索:










刚刚有泉友留言说此人经手高仿的进盒子,洒家觉得很有可能,一旦找到证据,洒家一样会公诸于众的。
此人在PCGS的时日不多了,估计会狗急跳墙,大捞最后一把,大家一定要注意!
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今天間接看到曝光PCGS醜聞一事,鏈接http://www.yy11.com/htm/bbs/topic.cgi?id=1001088903,有必要談談自己的看法,順便留下以後隨時間加以驗證。 PCGS的事件,以前多少有所知道。因為早已是圈外人士,沒有特別關注。今天看到帖子,還特意電話詢問了幾位當前業內專業人士,仔細了解了事情內幕,並向他們探討了事件的影響問題。個人認為現在此貼在天堂曝光,已經不是圈內的黑幕這樣的小事,這件事對未來評級幣一定有很大影響。
           
看法一,醜聞對PCGS打擊很大。分數問題,真偽問題,或多或少又被大家熱議。大家對於盒子可能短時間會消極對待,剛入門的準備入門的會止步不前;久經沙場的也會停下來觀察或低價才會入貨。 PCGS本來在中國經歷了從推崇----平淡,現在估計要跌入低谷了。對於近代機制幣,這次估計影響嚴重。本來世道蕭條,價格下跌,新人很少了;再出現這樣的醜聞,正是雪上加霜,每況愈下。評級近代機制幣的群體,購買力主要集中在10W以內,而且偏好PCGS。這些泉友基本都是這幾年入市的愛好者,對於錢幣的真偽評級分數多數不具備專業知識,這也是我認為醜聞事件衝擊影響嚴重的原因。
           
看法二,醜聞對NGC也會在中短期有所影響。 PCGS,NGC代表的是老美的發展了30餘年的第三方鑑定機構。醜聞衝擊了PCGS,也會影響大家對於NGC的認識,因為第三方認證在中國還沒有深入人心。估計現代金銀幣評級幣走勢雷同於近代機制幣,價格進一步走軟,貼近合理甚至貼水狀態。
           
看法三,醜聞影響集中在近代機制幣和少量現代紀念幣(非金銀幣),對於現代金銀幣的影響偏正面。玩近代機制幣的一部分群體,會厭倦這些醜聞,選擇離開。但是收藏像鴉片,他們只是離開近代機制幣,可能會來到一片淨土的現代金銀幣。
           
看法四,現代金銀幣的玩家基本放棄PCGS,崇尚NGC

Billionaire Hugo Salinas Price - Elites Plan to Control the World

Elites Plan to Control the World



今天億萬富翁Salinas Price
告訴金氏世界新聞(KWN)一個驚人的消息,
這是一個會讓人類不安的事實,
內容是一個可怕計畫一"控制世界"。


Salinas Price說:
“Eric,西方國家根本不會積極的去解決我們所看到的問題。
近幾十年來西方一直是福利國家。
但在我看來福利國家早就透露出“社會主義的光芒"。 
現在已經不只看到社會主義的光芒了,而是已經要變成完全成熟的社會主義了“ 


是甚麼原因造成西方國家債務的爆炸性成長,
因為稅收遠比不上統治階層的支出。
這些當權的人,不希望放棄自己的權利力,
他們的計畫會將西方國家變成社會主義。


各個國家的中央銀行將不得不跟著做。
這是一個非常令人不安的事實,社會主義即將到來。


這意味著工業文明的必然下降,世界人口的貧困化不可避免。
隨著時間的進展,這個地球上的人口將會下降。
經濟會更集中的受到政府的控制。
這會降低效能與產能,會導致更進一步的貧窮化。
這是我看到相當嚴峻的前景。


統治階層的精英們,誰也不想放棄自己的控制權,
但是其實權力是來自於人民,
那些控制世界的人都知道他們要討好的人的青睞。
要做到這一點,他們就是使用福利國家的方式。  
就像這些福利國家到處灑錢,這就是精英看世界的角度。
我們將繼續看到精英維護他們的權力所使出的各種手段。


Salinas Price也警告說:
“意大利和西班牙已經實施了現金交易的限制。
任何高於2,500歐元的交易必須用信用卡支付。
這印證了社會主義的趨勢,各種管制會越來越嚴格。
這也是我從美國看到世界的未來。
舉個例子美國已經有4650萬人在靠食物券過日子。
面對這樣的環境每個人都應該找個東西,當成'真正的'錢來儲備,
因為政府會繼續印鈔票灑錢,任意產生新的法定貨幣。
而對於現金的使用,我們也看到有越來越多限制,人們需要為此做好準備。“


金氏世界新聞多年來的採訪經驗,
當Salinas Price說到'真正的'錢時,
我相信他是指黃金和白銀。
他喜歡實體白銀,
因為在金融系統崩潰時,白銀會更容易換到商品或服務。

SBSS 25. The Silver Door Is Closing

How To Beat The Greatest Investors: Warren Buffett and Charlie Munger

Chris Duane weighs in on Warren Buffett and Charlie Munger’s ostracization of gold.
Perhaps people should be paying a million dollars to have lunch with a lump of gold instead of this has-been.

Inflation or Hyperinflation?

http://fofoa.blogspot.com


Whilst discussing the demise of the Canadian penny in front of a Congressional panel, Fed Chairman Ben Bernanke demonstrates that "transactional currency is simply a notional, purely symbolic token medium of exchange, much more replaceable, resource-efficient and environmentally friendly than mining stupid metals for stupid coins." (NotReal News)



Remember my post around this same time last year titled Deflation or Hyperinflation? At that time, the debate between deflation and hyperinflation was all the rage, and so I wrote a post to a prominent and long-time deflationist named Rick Ackerman, who later stopped by in the comments. In fact, most of my hyperinflation posts have been written in the context of the deflationists' arguments.

I can't say that the debate has shifted from deflation to inflation over the last year, but it sure seems that the arguments coming across my desk these days are for rising inflation with the exclusion of hyperinflation. My position hasn't changed. But this does give me the opportunity to present my position against a different premise, that of inflation without currency collapse. I would guess that some of you will have a completely different view of hyperinflation by the time you finish this post. If so, please let me know in the comments.


But first I need to make it clear once again that this hyperinflation discussion is not about timing. It’s about how it all ends, and it’s better (for a saver) to be a decade too early than a minute too late. The other side (whoever it may be) often tries to make the debate about timing. It is not about timing and I don't do timing, but that doesn't mean the end is far away. If anything, it's overdue in the same way a big earthquake can be overdue. In 'Deflation or Hyperinflation?' I wrote:


The whole point of the [hyperinflation] debate is about the denouement, the final outcome of this 100-year dollar experiment. It is about the ultimate end, and the debate has been going on ever since the 70s when the dollar was separated from gold and it became clear that there would be an end. The debate is about determining the best stance someone should take who has plenty of net worth. And I do mean PLENTY. People of modest net worth, like me, can of course participate in the debate. But then it can become confusing at times when we think about shortages or supply disruptions of necessities like food. Of course you need to look out for life's necessities first and foremost. But beyond that, there is real value to be gained by truly understanding this debate.


Here is FOA on timing, from a post in which he specifically predicted dollar "hyper price inflation":


Timing?

We, and I, as physical gold advocates, don't need timing for this position! Timing is for poor, paper traders. We are neither and our solid, long term, one call over several years to hold physical gold will confirm our reasoning. There is no stress for me to own this ancient asset as it is in a good proportion to all my other wealth.

There is no trading an economic system whose currency is ending its timeline. Smart, quick talking players will joke at our expense until fast markets and locked down paper gold positions block their "trading even" move into physical at any relative cheap price. Mine owners will see any near term profits evaporate into a government induced pricing contango that constrains stock equity with forced selling at paper gold prices.

My personal view

They will, one day in the future, helplessly watch their investments fall far behind a world free market price for physical gold. Further into the future, one day, mines will make money on the last thousand per ounce price for gold; only the first $XX,000.00 of price will not be available to them.


Yup, that was back in October of 2001. Bad timing? How have your mining stocks done lately? I know of one FOA reader who went "all in" with gold coins that year to the tune of somewhere around $400K. He had just retired from his previous life as a trader. Today his golden nest egg is worth $2 million,
and he has been living off of it for most of that time! So much for bad timing, eh?

My argument for hyperinflation is FOA's argument. So you'll see me use FOA's terms. You'll see me quote a lot of FOA. And you'll see me restate the same call he made back in 2001. His call was clear and unchanging. His argument wasn't wrong then and it is even more pressing today, which I will explain. And just to be clear about FOA's call, here it is from that same post:


"While others call, once again, for a little bit of 5, 10, 15% price inflation, that lasts until the fed can once again get it under control,,,,,,,,, I call for a complete, currency killing, inflation process that runs until the dollar resembles some South American Peso!"


"Complete, currency killing" hyperinflation is a one-time event. In a moment I'll explain the reasoning behind this call and why it still stands. But first, let's take a look at a couple of the "inflation but not hyperinflation" arguments that have come into my sights.


"An Adult Approach"


In
An Adult Approach – II (Defining Relative Real Value) Lee Quaintance and Paul Brodsky of QB Asset Management (or QBAMCO) laid out a nice argument for what sounds a lot like FOA's front lawn dump but without the "complete, currency killing" hyperinflation. In it, they explained that the process of "re-collateralizing unreserved credit" which began in 2008 will likely end with all of the assets backing today's bank money being replaced with new base money.

In other words, US dollar monetary base (today at around $2.6T) will be increased to cover and replace today's US bank assets (almost $20T). But they aren't predicting that the entire money supply will become base money, as happens during hyperinflation. Instead, they think that as credit money has all but been replaced with base money, "bank animal spirits will once again take over and we will have a new leveraging cycle." They provided the following conceptual illustration to help us visualize what they are projecting:


Then they ask (and answer), "Will the lines meet or cross? We don’t believe so…" I'm going to give you a longer excerpt, but I wanted to highlight this point first, because it is where my view differs from their view. The lines meeting and crossing is exactly what it looks like during hyperinflation, when bank credit disappears (because price inflation is running too hot to issue credit at any practical interest rate) and the entire money supply becomes base money in amounts which overtake the previous amount of credit money. The lines meeting and crossing could look something like this conceptual illustration (by DP):


Here is part of FOA's famous front lawn dump:

"My friend, debt is the very essence of fiat. As debt defaults, fiat is destroyed… hyperinflation is the process of saving debt at all costs, even buying it outright for cash… because policy will allow the printing of cash, if necessary, to cover every last bit of debt and dumping it on your front lawn!"


So their thesis is that the Fed buys almost all of today's bank assets (debt) for cash, but then during this process the banks, now almost fully reserved, start lending again and a new credit cycle begins without a systemic collapse. And what this will do to prices is deliver "a higher General Price Level" and "a CPI rate higher than the rate at which the GPL rises." I emailed with Paul about this call being much more tame than some things he has written in the past and he wrote back that he thinks my hyperinflation projection is "a very fat-tailed event" while they are "trying to be much more moderate in [their] projections."


I hope to show in this post that avoiding this "fat-tailed event" is the
most unlikely scenario. It is not just about the gap between unreserved deposits and base money and bank levering/de-levering cycles. It is about a currency that has reached the end of its timeline when the removal of structural support (an FOA term) meets the largest spending/dollar-emitting machine the world has ever known. But first, here's a more complete excerpt from their paper, or you can read the whole thing at the link:

巴里克看多金市和銅市


KITCO金拓 2012-05-04 14:13



發布時間:201253日上午8:03(美國東部時間) 來源:Kitco金拓中文網(www.kitco.cn)

    在周三晚些時候網絡直播的盈利報告中,巴里克黃金公司(Barrick Gold Corp)對金市和銅市給出樂觀評估。巴里克是世界最大黃金生產商,同時也開采銅礦。

    公司總裁和CEO艾倫·瑞金特說道:“我們認為黃金和銅的基本面很強勁。”CFO杰米·索卡爾斯稱,全球金融問題(如歐元區債務問題)將繼續對儲備貨幣造成壓力,從而保留黃金作為替代儲備的吸引力。

    “另外還有一些行業特定的趨勢也起到很大的支撐作用。”據報道去年央行買入黃金455公噸,幾乎是2010年的六倍。上個月黃金買入還在持續,來自俄羅斯、墨西哥和土耳其等國,他說到。

    索卡爾斯還表示,印度和中國的高通脹也促進了黃金需求。至于銅:“新興經濟體的GDP增長和工業化令需求的增加持續看好。我們的預期是,銅礦供應預計在長期受到限制,因預料中的需求增長,使行業面對為此提供相應供應的挑戰。”