SCHWER-Gewichte in SILBER
Ebenfalls aus dem in #350 schon citierten ZEIT-Artikel ist der folgende Ausschnitt:
Spiegel Online hatte zuvor berichtet, die Regierung in Athen habe der EU-Kommission und den Partnerländern in den vergangenen Tagen signalisiert, die Eurozone möglicherweise verlassen zu wollen.
Deshalb habe die EU-Kommission für Freitagabend zu einem Treffen mit den Finanzministern der Euro-Länder in Luxemburg geladen. Die griechische Regierung wies den Bericht entschieden zurück. JUNCKER bezeichnete einen Austritt Griechenlands aus der Euro-Zone als "dumme Idee".
Das wäre "ein Weg, den wir niemals gehen würden", sagte er. "Wir wollen nicht, dass der Euro-Raum ohne Grund explodiert". Das EZB-Ratsmitglied Erkki LIIKANEN sagte:
"KEIN Staat der Euro-Zone will den Euro aufgeben".
Das Ganze ERINNERT mich irgendwie an die folgende Phrase:
"NIEMAND hat vor, quer durch Deutschland" - und so weiter...
Correction in gold and silver went too far
By DubaiChronicle.com
"Silver hit a string of 31-year highs for most of the year, but the rally ended abruptly last week, when repeat margin-requirement increases squeezed out those unwilling or unable to put up more money to trade the metal.
Silver for July delivery ended Friday’s session down 2.6% to $35.29 an ounce, bringing its weekly loss to 27%, its worst week for the metal since the 1980s.
Often said to be the poor man’s gold, silver still is mostly the realm of retail investors. Such investors felt the pinch of this week’s increased margin requirements.
Actually, retail buyers may have stayed invested in silver long after most hedge funds and other large investors had left, data suggest.
Data from the U.S. Commodity Futures Trading Commission shows money managers’ bets that silver prices would go higher declined starting mid- February, when silver prices started to climb in earnest following a lull in late January.
The trend suggests the so-called ’smart money,’ the large managed funds had started to back away from silver and “retail investors picked up the slack”.
The CFTC data for gold, in contrast, show steady support from money managers in the run-up to this week’s drop"...
SOURCE / LINK / QUELLE dieses Ausschnitts:
http://www.dubaichronicle.com/expert-columns/...er-went-too-far-45087
Das kleine rote Zünglein am Ende unseres Silber-Chart's scheint jetzt anzudeuten, dass auch der gleitende 200er Durchschnitt als Tauch-Ziel eines Belastungs-Testes angepeilt wird. - Allerdings wirkt bei solchen Versuchen stets die folgende DIALEKTIK:
Je länger (und da reicht uns schon die Rechnung in Stunden) das kleine, rote Zünglein am Ende des Chart's Tat-sächlich SCHMAL bleibt, desto wahrscheinlicher bleibt der ultimative Belastungs-Test schon im Versuch STECKEN - und desto gesicherter geht es hernach nach oben...
Momentan bin ich sehr guter Dinge.
Mit chartistischen Grüßen:
Der olle Teras.
Und wer das allseits Bekannte Ausnahms-weise 'mal nicht an der schier unglaublichen Schaar derer Canadischen MINERS bestätigt seh'n will, der wirft halt einen Blick auf die RESERVEN.
Und noch Etwas kommt bei diesem Blick in die Erinnerung: Obwohl CHINA der Welt-weit größte Silver-PRODUCER wie auch -CONSUMER ist, so sitzt dieses Land doch auf relativ geringen RESERVEN:
http://www.unciatrends.com/silber-reserven-weltweit
May 6, 2011, 3:12 p.m. EDT
LEHMAN plan rivals SNAP up failed firm's DEBT
By Eric MORATH:
"Three investment firms pursuing a rival creditor-payment plan for LEHMAN Brothers Holdings Inc. have purchased nearly $150 million in the failed bank's debt, bolstering their weight in the bankruptcy case.
Affiliates of Silver Point Capital LP, Deutsche Bank AG and Oaktree Capital Management LP went on the debt SHOPPING spree, according to papers filed Thursday with the U.S. Bankruptcy Court in Manhattan.
They are among 20 firms, also including Goldman SACHS Group Inc., that have proposed a rival Lehman creditor-payment plan that favors holders of operating subsidiary debt over that of parent-company creditors, including senior bondholders.
Accruing MORE Lehman debt strengthens the subsidiary creditors' position because votes on Chapter 11 plans are, in part, weighted by the amount of debt each creditor HOLDS. Holding MORE debt could also give the group additional sway in potential negotiations with Lehman and other creditors, including a group led by Paulson & Co. that has also offered a plan to challenge the company's proposal.
SILVER Point, Deutsche Bank and Oaktree likely acquired their recently purchased debt at a deep discount. Papers filed Thursday didn't disclose the amount paid for the debt, but court papers filed last month showed that others were paying between 20 and 25.5 cents on the dollar in April for unsecured debt in the parent company.
Representatives for each of the firms did not respond to a request for comment.
Of the purchases filed Thursday, SILVER Point acquired $55.5 million in claims, including a purchase of $25 million in debt issued by Lehman's Dutch subsidiary. Deutsche Bank acquired more than $50 million in claims, mainly debt purchased from David Einhorn's Greenlight Capital LP. An Oaktree Capital affiliate acquired $41.2 million in claims also tied to the Dutch subsidiary.
The debt acquisitions continue a BUYING binge among proponents of the subsidiary creditors' plan.
According to claims-trading data from SecondMarket Inc., DEUTSCHE BANK acquired $299.3 million worth of LEHMAN debt in April, the MOST among any purchaser last month"...
SOURCE / LINK / QUELLE dieses erhellenden Ausschnitts:
http://www.marketwatch.com/story/...p-up-failed-firms-debt-2011-05-06
Housing crash is getting worse: report
By Brett ARENDS, MarketWatch:
"BOSTON (MarketWatch) — If you thought the housing crisis was bad, think again. It’s worse. New data just out from ZILLOW, the real-estate information company, show house prices are falling at their FASTEST rate since the LEHMAN collapse.
Average home prices are down 8% from a year ago, 3% over the quarter, and are falling at about 1% every month, according to Zillow. And the percentage of homeowners in negative-equity positions — with a home worth less than its mortgage — has rocketed to 28%, a new crisis HIGH.
Zillow now predicts prices will fall about 8% this year and says it no longer expects the market to bottom before 2012.
“There’s no way we can get to flat, from these depreciation levels, in the last nine months of the year,” says Zillow economist Stan Humphries. “Demand is a lot more anemic than we had previously thought.”
When in 2012 does Zillow see the market bottoming out? Humphries won’t say.
What a foolish boondoggle those tax breaks for home buyers have turned out to be. The government spent an estimated $22 billion between 2008 and 2010 on tax breaks to prop up the housing market. All it achieved was a brief suckers’ rally that ended last summer"...
SOURCE / LINK / QUELLE dieses Ausschnitts:
http://www.marketwatch.com/story/...crash-is-getting-worse-2011-05-09
U.S. Silver Corp. meldet Erhöhung
der nachgewiesenen und wahrscheinlichen Ressourcen zum Jahresende:
http://www.ariva.de/news/...Ressourcen-zum-Jahresende-deutsch-3729821
UBS - Coeur d'Alene neues Kusrziel:
http://www.ariva.de/news/Coeur-d-Alene-neues-Kusrziel-UBS-3736353
CIBC World Markets - Endeavour Silver ist auf der Suche nach Übernahmezielen:
http://www.ariva.de/news/...bernahmezielen-CIBC-World-Markets-3734874
DJ IRW-PRESS: EXTORRE GOLD MINES LTD: Extorre Gold -2
"DJ IRW-PRESS: EXTORRE GOLD MINES LTD: Extorre Gold Mines: Weiterhin hohe Gold- und Silbergehalte bei der Entdeckung Zoe bei Cerro Moro":
http://www.ariva.de/news/...RRE-GOLD-MINES-LTD-Extorre-Gold-2-3730571
CIBC World Markets - First Majestic Silver Preissteigerungen im Herbst erwartet:
http://www.ariva.de/news/...erbst-erwartet-CIBC-World-Markets-3731867
Der Einstufung als "Underperformer" vermag ich übrigens NICHT zu folgen...
LG: Teras.
[Diverse Personalia]:
http://www.ariva.de/news/...t-R-W-Bob-Garnett-in-den-Vorstand-3730075
UBS - Hecla Mining "buy":
http://www.ariva.de/news/Hecla-Mining-buy-UBS-3736355
CIBC World Markets - Pan American Silver steigert Silberproduktion:
http://www.ariva.de/news/...lberproduktion-CIBC-World-Markets-3731787
CIBC World Markets - Silver Standard Resources Bewertungsmodell überarbeitet:
http://www.ariva.de/news/...-ueberarbeitet-CIBC-World-Markets-3730528
RBC Capital Markets - Silver Wheaton "outperform":
http://www.ariva.de/news/...on-outperform-RBC-Capital-Markets-3736489
DJ IRW-PRESS: AURCANA CORP.: Aktienstars.com: -2:
http://www.ariva.de/news/...SS-AURCANA-CORP-Aktienstars-com-2-3735651
BMO Capital Markets - Orko Silver Silberpreis zeigt Outperformance:
http://www.ariva.de/news/...utperformance-BMO-Capital-Markets-3694719
Dundee Securities - Sabina Gold & Silver neue Ressourcenschätzungen:
http://www.ariva.de/news/...censchaetzungen-Dundee-Securities-3673616
CIBC World Markets - Silvercorp Metals zunächst ist etwas Vorsicht angebracht:
http://www.ariva.de/news/...cht-angebracht-CIBC-World-Markets-3730504
Doug CASEY:
Government Policies Distort Markets; ‘Printing More Money’ To Mean Inflation
By Allen SYKORA of Kitco News:
"(Kitco News) - Author, newsletter writer and investor Doug CASEY has sought out instances in which government actions have caused distortions in global markets and economies, leading to speculative opportunities.
One such distortion that is currently developing is inflation due to ultra-loose monetary policy, he said.
“Governments have such immense influence on what happens through their debasement of currencies, through increasing regulations and through a structure of government debt,” said the co-founder of Casey Research, an independent advisory research firm based in Stowe, Vt. “All of these things distort the way the markets work. So I find that the regular economic world is becoming less and less predictable as time goes on.”
This, in turn, means more speculative opportunities to capitalize upon these government-prompted distortions, he said.
A CLASSIC example, he said, was the 1971 devaluation of the U.S. dollar and decision by the NIXON administration to remove the direct peg of the dollar to GOLD. The metal subsequently “exploded” higher in price as the dollar lost VALUE"...
SOURCE / LINK / QUELLE dieses Ausschnitts:
http://www.kitco.com/reports/KitcoNews20110510AS_interview.html