Physisches Gold besser als Minen?

verfasst von black elk, 20.05.2001, 16:44

'ANOTHER' ist außerdem der Meinung, mit Silber kauft man eine Commodity (also ein reales Wirtschaftsgut), mit Gold kauft man eine 'Währung'. In dem Sinne auch seine Antwort unten. Diese Thesen sind so radikal und unvorstellbar, daß sie gerade dadurch so plausibel sind weil niemand damit rechnet.

9/3/98 ANOTHER (THOUGHTS!)

Replies (9/3/98):

From Stockdoc: Dear Mr. Kosares/ANOTHER, I am a stockbroker in Tacoma, Washington, and have been an avid follower of gold (my uncle started Strategic Investments, now Lexington Gold Funds, many years ago - so I come by my 'hard money' stance naturally). I have bought many gold equities for my clients over the years because I believed it was the conservative and prudent thing to do with a portion of their portfolios; only to have them gravely disappointed, and leaving me heartbroken. I am also finding myself feeling quite silly as I have watched the greatest bull market in history march on while my own portfolio is littered with money losing gold stocks.

My question, sirs, will gold stocks ever come to life, please? I read your website daily and look forward with great interest to your erudite updates. I wonder if by"paper" gold assets, you mean that gold stocks will not take part in the coming gold bull market. Any comment regarding gold stocks in general and specific mining companies in specific would be greatly appreciated.

Thank you.

ANOTHER: Mr. Stockdoc, I think, many looked in history of"performance" by gold stocks and reached for"events" that would happen again. However, the future of investing in"most paper gold assets" is not made with a short past that begins from only 1975! Perhaps, when persons add today's"performance" of gold stocks, they will view the future as:" truly, gold in the ground, this is a business, not the currency asset". If gold does rise slowly, these stocks will show a gain for a time.

However, never before in history has gold been cornered in currency terms. Not physical terms. Never before in history, has a world reserve currency, the dollar, been forced from a high gold valuation to a low gold valuation, along with a destruction of world gold market. Because gold is traded today, worldwide in dollar terms, the transition will destroy the capital assets of 99% of all mines. Please place yourself in" context of future events". Physical gold will not reach $30,000/oz because noone is buying it! It will come to this level because the dollar, today, is already inflated to level that will bring this price. The perception that this dollar is"no longer a good reserve", it will bring the flood of buying. This"already printed and in circulationtoday" currency will seek gold!

Governments will tax mines for the right to produce money and force them to sell production in terms of"whatever the new world reserve currency" is at that time. Euro? Because gold mines are the"unique" circumstance in world of investments, their owners will suffer a"unique" problem of definingwhat they really own!

Also, remember, gold will rise soon as world trading continues this course of change. However, at some point, when the dollar market is destroyed, noone will know the currency value of gold thru an official market. Paper gold will not do well as the currency world is at war! The true surge of gold in dollar terms will not show until perhaps a year has gone by. During this time of trouble, physical gold will prove to be"the investment and holding for a lifetime".



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gesamter Thread:

• USA Gold - Beiträge von 'ANOTHER' sind einfach GENIAL!!! - black elk, 20.05.2001, 16:06
  • Noch ein Wort zu @dottore (geht auch die anderen an) - black elk, 20.05.2001, 16:22
    • Re: Noch ein Wort zu @dottore (geht auch die anderen an) / Ja und nein - JüKü, 20.05.2001, 16:41
      • Re: Bin schon ganz rot geworden... - dottore, 20.05.2001, 17:41
        • Dottore rot geworden? - Ehre, wem Ehre gebührt! - Talleyrand, 20.05.2001, 20:22
          • Ehre, wem Ehre gebührt! / auch von mir ganz herzlichen Dank!!! owT - Ecki1, 20.05.2001, 21:59
  • Physisches Gold besser als Minen? - black elk, 20.05.2001, 16:44