ȳϼ. ŰӴԴϴ.
ݿ ɵ Ű ϴ. (翬 ϴ.^^) ̹ (,Gold) ϰԳ غҽϴ.
'' [(, Silver) ڿ ǰ߰ : ũ] ۼ߾µ ̳?
ǰ(metal, commodity) ƴ϶, ȭ(currency) ̶ ڴ̶ մϴ. (ܼ ٵ ġ ̴̽ϱ.)
صδ ǹ̰ Ŭ ٰ ؿ. ުġҿ ݴ ɼ ݾƿ. ^^:
װ ϴ ڷ , е ˾Ƶθ غҽϴ.
<úαױ۸ũ> : ~.
[常轺 3 ݰ 1000$ ٰ մϴ.]
http://monkeymoney.tistory.com/245]
[(Gold) 2000 - ]
http://monkeymoney.tistory.com/246 ]
[(, Silver) ڿ ǰ߰ ]
http://monkeymoney.tistory.com/224
1. ݰ
ݰ ö? 910$̱.
డ ˾ƺ 700Ҵʹ̾µ ö.
( ü ٰ . ķ öµ...)
ϴ ü .
2. ٽSource
Ʈŷϸ ٽSource Ұϰڽϴ.
忡 , Ʈַ ü ݽ忡 ̽ ϰڽϴ.
A. ٽ Source
(1)
ġ(BlackRock Merrill Lynch Investment) Ʈ Ŵ(ġ ݵ Ŵ) Ժ ھ迡 θ ˷ ιԴϴ. ̳ ϴ⸦ , ¾ ϴ.
Ƽ̾ ݵŴ ս ƮĿ ø ġũ ȸؿ ֽϴ. ( ͳٰ ƴ϶, ġũ ȸѴٴ°̴ϴ...϶ÿ ս...)
* Ƽ̾ ݵŴ ս ƮĿ ũ
Ժ Ÿ¶ ͺ potcast(mp3) ִµ ö ũ̴ϴ.
(ũ)
3. Ÿ̽
å " ~~ ر ۵ƴ"ø Դϴ.
ġ, θ ٹϴ, 1995 ݱ 濵ȸ "α(Jipangu Inc.)" . - cf. α Ȩ http://www.jipangu.co.jp/index-en.html
Ÿ̽α (̹)
: " ~~ ر ۵ƴ"ø ũ å α Ʒ Ƽ ũسҽϴ. õϴ åԴϴ. (Ϻ ǽô е Ϻ ֽż ѹ о. α ֽϴ.)
4. ȸ(WGC)
http://www.gold.org/
5. GATA :Gold Anti-Trust Action Commitee
http://www.gata.org/
, ֽϴ. õ.
6. GFMS
http://www.gfms.co.uk
ֻƮε, Դϴ. (Ʈ ϳ 460)
ó ϱ ˷帳ϴ.
7. Ϻ ETF Ȩ
NikkeiNet(̹) ϺETFȨ
B . ֱ
1. 常轺 : "3̳ 1000$" ( 2009.02.05)
Goldman Sachs 3̳ ݰ ½ UDD 1,000 ٴ ½ϴ.
Ʈ :
[常轺 3 ݰ 1000$ ٰ մϴ. http://monkeymoney.tistory.com/245]
(常轺 Ǽ ϴϱ ϼ. ۳ 200Ұٰ ߴٰ, Ŵݾƿ^^)
2. : "1̳ 2000$" ( 2009.02.03)
(Eric Sprott) ̹ ƿ 1½ 2000ұ ߽ϴ.
Ʈ :
[(Gold) 2000 - http://monkeymoney.tistory.com/246 ]
3. "ݿ ؾϴ ٺ "
ڻ뿡 "FUNDAMENTAL REASONS TO OWN GOLD" ߽ ó غҽϴ. SPROTT ASSET MANAGEMENT Inc Ʈ Ʒ ÷س о. ( ٵ ߿ ߽ϴ.^^)
=> ̱ȭ 溸
Ը, , ħü, κä => ȭ ǻ ر .
2. Negative Real Interest Rates in Reserve Currency (U.S. Dollar)
=> ̱ ݸ ̳ʽ
̱ , ༺ óϱ ݸ ̴.
÷Ƚ ݸ ̳ʽ.
"̳ʽ ݸ=ݰݰ" ϰ ؿ .
3. U.S. Federal Reserve Policies in the Event of Adverse Economic Conditions
=> Ҹ Ȳӿ ̿غ̻ȸ å
ᱹ ÷̼ ̷ FRB Ѹ å غҰ̴
ȭ(fiat money = ȯ() ) Ÿ缺ŷڴ ִ.
ѷ '︮Ӵ'å ̷ ıѴ.
4. The Resulting Endemic Weakness of the U.S. Dollar
=> ༼
ռ , ̱(ġ) ٺ/ ް ϶ ̴.
5. Global Currency Debasement
=> ۷ιȭ ȭ
κ ٸ ȭġ ̰,
ڸ Ҽ ϶ ̴.
6. The Onset of the Malign Side of Financial Derivatives
=> Ļǰ Ǽκ
ֱٸⰣ Ļǰ =>? ̵ κ ܰŷ=>ȭҼ Ҹ .
Ļǰ "뷮⡱ ɰ
̴ ȭ ŷڿ Ÿ ̰, Ϳ Ļ꿡 ̴.
7. Gold as Money Continues to Gain Credence
=> ȭμ ſ ̴.
̽ ݿ ȭ (Gold Dinar)
þư ȭ༼ ũ غ ִ 鿡 ȯȭ ؼ
digital gold currency ɼ .
8. Existence of a Huge and Growing Gap Between MineSupply and Traditional Demand
=> ݼ ݱ û ũ, Ŀ ִ.
: 2006 ݱ ä 2470(ó:GFMS)
: ֱ ڼ ䷮(,) Ⱓ ˳ ̷ ʰ. ̷ ַ Ȱ .
* ߾ ٽ ۿؿ.
9. Mine Supply Has Not Risen Despite Much Higher Prices
=> ݰ ö ݱ ʰ ִ.
⺻ ݰݿ ſ а,
- 252$ 99 ϸ ſ µ Ⱓ ݱ 귮 .
ݸ差 ؿں-ڿ ̰, 꿡 ӵ մ.
10. Large Short Positions
=>
ް ؼ, ߾ Ⱓ θ Ǿ.
- ַ leasing mechanism ؼ, Producer hedging, ⸦ ϰ ߴ.
- ߾ ݺ 50% ԵǾٴ ŵ õȴ.
- ߾ ȸϷѴٸ û ų ִ.
cf. short-squeeze: ǹ ǰ ߽ ݱ ̾ Ǵ
(ݻ½ ŵ()ߴ ڵ Ŀϰų ս ϱ ؼ ǰ̳ ֽ ߸ ϴ Ȳ.
11. The Central Banks are Nearing an Inflection Point When They Will be Reluctant to Provide More Gold to the Market
=> ߾ ̻ 忡 ʰ ӹϰ ִ.
߾ leasing mechanism ̹ 忡 ʹ ؿԴ.
- ex. 60Ĺ~70ʹݻ 1½ ̻ ȾҰ, ᱹ '35$=1½" Ű ߴ.
(߾ 5Ⱓ ų 500 ȼ ְ) ? ִµ ǻ ʴ. - 2Ⱓ, ߾ Ҵ緮 äʾҴ. ļ 130ۿ Ⱦ.
12. Increasing Likelihood of Central Bank Gold Purchases
=> ߾ ɼ Ŀ ִ.
þƳ ص ߾ û ƿԾµ, ȭ ٺȭϰڴٴ ǵ ľߴ. => ۴, ȭμ ã ִ.
13. Investment Demand for Gold is Accelerating
=> ڼ ȭǰ ִ.
ᱹ ÷̼ νϰ , и ȭ(US$) ã .
=> ̰ û ݼ â
=> ̷ ε, ߵ ݿ ͼ ̹ .
=> ̷ 並 ϱ ETF Żǰ
14. The China Factor
=> ߱
ݻ¿ ұϰ, ߱ ݼ
9% ¿ 2007 3б ݼ䷮ 25% .(World Gold Council ڷ)
߱ հ Բ, ݾȣ Ŀ ̷䵵 Ŭ̶
( ֱ ߱ ° ϼž߰?)
15. Sovereign Wealth Funds May Purchase Gold
=> ݵ尡 .
ݵ ༼ ǰ(Ư ) ϱ ߴٴ (FT )
ݵ ɰ. - 迡 3 - Ϻθ ݿ ص ݰ
16. Strains in International Monetary Order Increasingly Obvious
=> ȭ и.
̱ Һڷ ൿؿ - ̸ ٸ û .
̱ڻ꿡 ߱-> -> ̷ ȯ ༼ ް .
- ߱ Ŵȯ ̱ڷ Ұ ִ° .
( ߱λ ߱ ȭ ȯ ٰȭҰ̶ (Ƹ ݵ ϰ)
Ʈ: [߱ȯ Ȳ] ȭ ϳ - ۳ 4б 1õ200-1õ500
http://monkeymoney.tistory.com/201
17. Rising Geopolitical Tensions
=> 嵵
̶ũ, ߵ, , ̶ , Űź, Ʈ
=> ڵ ҾȰ½=> .
18. Large Increases in Outstanding Gold Derivatives Despite a Major Reduction in Producer Hedging
=> Producer Hedging ū ҿ ұϰ ε巯 Ļǰ ũ ߴ.
19. Increasing Acceptance that the Gold Market Has Been Suppressed
=> ݽ Դٰ Ƶ̴ þ ִ.
ݽ ﴭԴٴ Ϳ ̵ Ƶ̰ ִ.
Ƽ ߾ ݰ Դٰ ߴ.
ǿԴٴ ڼ ȭ ̴.
+ (߰) Ÿ̽ ǰ
=> ȯ ݱ ʴ.
Ư, ̱, ijٴ ȯ ſ .
ڡڡ ڡڡ
üݽ ѵ => û Ѵ.
⼭ 19 ݴе ϰ ۵, û 귯.
4. <> ݿ ϴ
Ȥ ݿ ϴ ñϽŰ?
˷ , ٵ ƽô°ó , ݿ, ETF, ؿܼ, ݰݵ پմϴ.
ڿ ɰźе ø ϴ ڼ ؼ α ÷ڽϴ.
-ñ۸-
1. [( ,GOLD)ڿ ǰ߰ -ݿ ؾϴ ٺ ٰŵ]
http://monkeymoney.tistory.com/247
2. [(,Gold) "! vs !" (ݰӷ vs ݸԽ߷)]
http://monkeymoney.tistory.com/259
3. [(Gold) 2000 - ]
http://monkeymoney.tistory.com/246
4. [常轺 3 ݰ 1000$ ٰ մϴ.]
http://monkeymoney.tistory.com/245
5. ["ݰݿ ...ǰ ǰ "- ñ+]
http://monkeymoney.tistory.com/262
6. [(, Silver) ڿ ǰ߰ ]
http://monkeymoney.tistory.com/224
7. [(, Silver) ǰڿ ͵]
http://monkeymoney.tistory.com/197
8. [÷Ƽ(, Platinum , ÷Ƽ) ڿ ǰ߰ ]
http://monkeymoney.tistory.com/280
9. ÷̼.
http://monkeymoney.tistory.com/250
10. ︸ ٺ ϻ~ (÷ ϻ)
http://monkeymoney.tistory.com/251
11. Peak Oil ̷ (ũ) - ٴڳ̴?
http://monkeymoney.tistory.com/260
12. ǹ ?
http://monkeymoney.tistory.com/284
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