Ovvero: Pararsi un po' il cul* in questo pazzo pazzo mondo di carte filigranate, iperfinanza globalizzata e picco delle risorse

domenica 2 agosto 2015

Pater Tenebrarum: Gold & The Grave Dancers



Il grafico qui sopra è preso da questo articolo di Pater Tenebrarum su Acting Man ed è della Elliott Wave.
 
Mostra gli ultimi 4 anni (di passione) dell'oro. Sotto l'indice del sentiment sull'oro nello stesso periodo: da una punta di 98% di rialzisti siamo arrivato ora a solo un misero 5%, uno su 20, di rialzisti.  Come diceva quello? Quando il sangue scorre per le strade ... almeno un piccolo rally sembra scontato a sto punto, dice Pater Tenebrarum, che aggiunge anche questa grafica:


Anche in quest'indice dell'ottimismo sull'oro siamo ai minimi, il secondo peggior minimo degli ultimi 15 anni dopo il crollo del 2013. 

Forse in troppi stanno ballando prematuramente sulla tomba dell'oro


Mi convince, piuttosto e anzichennò, questo commento allo stesso post ripreso su Zero Hedge

I think we will see a similiar development commodities and stock markets as we did in most of 2008, right before the crash in September and October.
They will all go down, so I believe there will be even better buying opportunities for physical gold and silver later this year or more likely next year.
So I'm hoping/betting the spotprices for gold and silver will go to approx 850 USD/12 USD. With the stock market going south in Shanghai, it will soon drag the rest of the stock markets and commodities. Once these have reached bottom (or closely),  gold will go non-stop up.

With all the manipulation taking place at the COMEX through naked short selling as explained by Paul Craig Roberts, Wall Street will probably and happily hammer gold when things in the stock and bond markets get ugly. Sort of like a diversion; everybody is looking at the stock markets crashing, and very few will react when the Fed and its agents at Wall Street hammer the price of gold. "Gold is going down because investors sell in order to get liquidity" is the kind of talk we will be hearing from massmedia.
Because once the Fed goes QE4-QEX, they will want to have prepared themselves by lowering they price of gold and not scarying everybody away from the US Dollar. This is a major threat to them and their entire structure, so they will do their outmost in their preparations for future QE. I just don't se them not doing anymore naked short selling of gold as stocks and bonds go bust. It's a great oppurtunity for them to lower the price of gold. 

As for the availability of gold and premiums if prices go to approx 850 USD, well, that's a different story.

For now, I am short paper gold through ETF (DUST) and just holding on to the physical that I already have.

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