Hooimijt januari 2013

[Indiana Jones]

Jammer dat Nederland zijn goudvoorraad niet terughaalt uit het buitenland

Want als ze dat wel zouden doen, was ik de eerste die een gouden munt zou kopen van Koning Willem IV

'Koningin Beatrix doet afstand van troon'
http://www.nu.nl/binnenland/3015293/kon ... troon.html

[Obi-Wan]

Wel erg speculatief. Die mijn rechten zijn nu niet van iemand, van (internationale) bedrijven? De enige die zoiets lukt, is China, en zelfs daar zijn het staatsmijnbouw bedrijven, maar die werken onder een commerciële vlag, dus tegen internationale tarieven.

De Specualtie van Sinclair, dat het terughalen van het goud was omdat de goudprijs te veel naar beneden werd gedrukt lijkt me waarschijnlijker. De manipulator laten weten dat het menens is. Bij een volgende grootschalige neerwaartse manipulatie zou je dan moeten zien dan andere Europese landen moeten aankloppen bij de FED, of zou Duitsland zijn tempo moeten gaan opschroeven.

Natuurlijk is dit 200% speculatief.

Maar je kan gemakkelijk als regering bepalen dat geproduceerd goud (met respect voor de mijnrechten) aan een bepaalde overheidsinstantie tegen de huidige marktprijs (internationaal tarief) verkocht moet worden. En als de FED zou meedoen is deze huidige marktprijs gewoon te voldoen met een druk op de startknop van de printer.

Anderzijds JiM Sinclair zijn denkpiste lijkt me ook plausibel. Alleen heb ik van een trendbreuk tot nu toe nog niets gemerkt.

Nog een bijkomende snip uit de newsbrief van Jim Willie CB

◄$$$ THE NEW FRONT OPENING UP IN MALI IS DESIGNED TO CAPTURE ITS RICH GOLD DEPOSITS AND MINERAL RESOURCES. ITS LAND-LOCKED TERRITORY HAS BEEN NOTICED FOR ALMOST 20 YEARS. IT IS THE SITE OF NUMEROUS MINE PERMIT LICENSES. REVIEW ITS OFFERINGS. THE INDUSTRY ADDS TO THE MAIL GOVT AND PRIVATE SECTOR INCOME. $$$

Some new focus with eyes on Africa has been engaged. Mali should be mentioned for its mining sector with a focus on gold, while minerals are largely unexplored. Mali is a poor, heavily indebted, and land-locked country located on the southwest border of the Saharan Desert. Its potential wealth includes bauxite (aluminum), iron ore, base metals, and phosphate (fertilizer) deposits. Unfortunately, its undeveloped infrastructure has hindered mineral resource exploitation. Little known, the Mali Govt reformed the mineral code in the 1990 decade, which attracted numerous foreign investors, in particular the gold industry. Currently, Mali is the third largest gold producer in Africa, behind only South Africa and Ghana. Hence, gold production forms the cornerstone of the Mali mining industry and comprises 95% of the nation's mineral output.

Mali has a brief mining industry history, having formed an important component within the Malian Economy. In 1991 a commercial mining code brought internationally standards. From that point, commercial gold production grew rapidly from 4 metric tons that year to 48 metric tonnes in 2008, a 12-fold rise in 17 years. Further relaxed enforcement of mining codes led to greater foreign investment in the mining industry. From 1994 until 2007, national and international mining companies were granted around 150 operating licences along with more than 25 certificates for mineral exploitation and an excess of 200 research permits. A dependence has grown from the success. Government revenue coming from mining contracts grew from under 1% of state income in 1989 to nearly 18% in 2007. The rising gold price has stimulated the entire industry. The total Mali income (govt and national firms) has doubled from gold production in the process. They have managed to impose higher royalties (minimum of 3%, maximum of 65%), taxes on profits, and hand out dividend payments. The royalty fee depends upon when the mine entered into production.

The Mali wealth is actually diverse in its abundance, led by minerals. Its biggest export item is cotton. But Gold has become Mali's second largest export item. Behind only Ghana, Mali is the second largest gold producer in West Africa with an estimated 2009 output of 1.6 million ounces (49 tons) and total estimated gold deposits estimated at 350 tonnes. THUS THE ATTRACTION BY THE USMILITARY. Its uranium potential is estimated to be 5200 tonnes. Furthermore, Mali has the potential for diamonds. In the Kayes administrative region, 30 kimberlitic pipes have been discovered of which eight show traces of diamonds. Diamonds have also been discovered in southern Mali. Diverse iron ore deposits estimated at over 1.3 million tons have been detected in certain other areas. Bauxite reserves are estimated to be 1.2 million tons, directed toward aluminum output. Also, the ledger lists 46 million tonnes of copper reserves, 1.7 million tonnes of lead & zinc, 4 million tons of lithium reserves. Coal potential exists with an estimated 870 million of bitumen (soft coal). The many projects range in stage from being operational to discovery phase, and feasibility studies. A rich pipeline of projects involves international companies, such as North Atlantic Resources, African Gold Group, Axmin, Etruscan Resources, Golden Rim Resources, Merrex Gold, and Pelangio Exploration. See the Consultancy Africa article (CLICK HERE). Expect the economy to be trampled by the USMilitary, the foreign firms to scatter, and new firms hidden under the Halliburton label to appear with fresh contract awards under dubious conditions.

[Adamus]

De Fransen moeten het nog ophalen in Mali en als collateraal nemen ze ook nog een greppeltje uranium mee.
Die oorlog zal nog wel een paar jaar duren? Anders ElzasLotharingen maar weer inleveren

French colonel: France better off alone in Mali http://t.co/s48QigH7 tuurlijk.

[Indiana Jones]

En wat nu als:
- het Duits dreigement een reactie is op de 'move' van Geitner ?
- de Franse hulp aan Mali, het Duits dreigement nu eens kracht bijzet ?
- er uiteindelijk helemaal niets verschoven wordt, maar dreigen genoeg is om het ECB MTM-Gold principe overeind te houden ?

T'kan zo maar, echter de woorden van Duisenberg op 9 mei 202 zijn dan wel heel verkeerd begrepen ......

Immers:

The euro, probably more than any other currency, represents the mutual confidence at the heart of our community. It is the first currency that has not only severed its link to gold, but also its link to the nation-state.
http://www.ecb.int/press/key/date/2002/ ... 09.en.html

---------------------------------------------------------------

En is de euro vertrouwen ?
Nog wel ja, maar veel Europeanen hebben er de buik van vol

Is de link met goud dan weg ?
Als instrument om de geldvoorraad te managen wel ja. Maar niet als instrument om de reserve valuta (USD) op de ECB balans te managen, anders had de ECB helemaal geen goud op de balans gezet. (en daarachter zit dus de truck met de recente Duitse- en Franse actie )

En is de band met de natiestaten dan weg ?
Het was de hoop, geloof en liefde van Duisenberg. Want er waren toch afspraken omtrent begrotings tekorten en maximale staatschuld. Doordat de onderliggende valuta (zoals Drachme; Lire; Peseta; Escudo etc.) als het ware in de 'twilight zone' konden blijven doorbestaan EN de afspraken geschonden werden, zit Europa nu met de shit. (re: Armstrong).

Resumerend:
De EU (met de euro) heeft een probleem, maar dat is dus oplosbaar.
De VS (met de reservevaluta) heeft een nog veel groter probleem, want geen enkele land zal depreciatie van de reserve valuta accepteren, tenzij die ergens door gecompenseerd wordt.

*Alle westerse landen zien hun valuta scherp in 'waarde' stijgen indien de dollar deprecieert en niemand zit op een euro/usdollar te wachten van +/- 2.00 met nauwelijks meer voldoende binnenlandse koopkracht, want dan stort de Euro werkelijk in elkaar.
*Niemand zit te wachten op een sterke afname van hun reserves tijdens depreciatie van de usdollar.
*Iedereen zit te wachten op een nieuwe (niet verhandelbare) digitale reserve valuta, die niet gebonden is aan een land of natiestaat (onuitvoerbare wens van de euro, maar wel uitvoerbaar in het Sinclair scenario)
*En de grote compensatie in de schulden/reserve devaluatie zit dan in ....uhhh ......GOUD

Indy.

[Adamus]

Jammer dat Nederland zijn goudvoorraad niet terughaalt uit het buitenland

Want als ze dat wel zouden doen, was ik de eerste die een gouden munt zou kopen van Koning Willem IV

'Koningin Beatrix doet afstand van troon'
http://www.nu.nl/binnenland/3015293/kon ... troon.html

NL heeft het eeuwigdurend verpacht en de contante waarde van de huur al ontvangen....

[Adamus]

T'kan zo maar, echter de woorden van Duisenberg op 9 mei 202 zijn dan wel heel verkeerd begrepen ......

Immers:

Duisenberg is voor mij gewoon een vage vogel (bank) vogel gebleven. Geen nalatenschap geen memoires -alles naar de palestijnen?

[doubleyou]

.
Good stuff today here in the box

Die link Mali-Frankrijk-Duitsland-goud is er ongetwijfeld. It makes sense, a lot of sense.
Het is niet voor de schoon ogen van sommige inwoners, dat de fransen halsoverkop, snel en doordacht hun voormalige kolonie "ter hulp snellen".
Bij een westerse interventie in een afrikaans land is de link naar zijn grondstoffen en het trachten te vrijwaren ervan, tot nu toe nooit uit de lucht gegrepen...

[doubleyou]

T'kan zo maar, echter de woorden van Duisenberg op 9 mei 202 zijn dan wel heel verkeerd begrepen ......

Immers:

Duisenberg is voor mij gewoon een vage vogel (bank) vogel gebleven. Geen nalatenschap geen memoires -alles naar de palestijnen?

of naar de filistijnen...ook goed zeker...

[doubleyou]

Bron : Casey Daily

Two Chess Moves Away from Capital Controls
By Jeff Clark, Senior Precious Metals Analyst

The best indicator of a chess player's form is his ability to sense the climax of the game.

-Boris Spassky, World Chess Champion, 1969-1972

You've likely heard that the German central bank announced it will begin withdrawing part of its massive gold holdings from the United States as well as all its holdings from France. By 2020, Bundesbank says it wants half its gold reserves stored in its own vault in Germany.

Why would it want to physically move the metal from New York? It's not as if US vaults are not secure, and since Germany already owns the gold, does it really matter where it sits?

You may recall that Hugo Chávez did the same thing in late 2011, repatriating much of his country's gold reserves from London. However, this isn't a third-world dictatorship; Germany is a major ally of the US. So what's going on?

Pawn to A3
On the surface, it may seem innocuous for Germany to move some pallets of gold closer to home. Some observers note that since Russia isn't likely to be invading Germany anytime soon - one of the original reasons Germany had for storing its gold outside the country - the move is only natural and no big deal. But Germany's gold stash represents roughly 10% of the world's gold reserves, and the cost of moving it is not trivial, so we see greater import in the move.

The Bundesbank said the purpose of the move was to "build trust and confidence domestically, and the ability to exchange gold for foreign currencies at gold-trading centers abroad within a short space of time." It's just satisfying the worries of the commoners, in the mainstream view, as well as giving themselves the ability to complete transactions faster. As evidence that it's nothing more than this, Bundesbank points out that half of Germany's gold will remain in New York and London (the US portion of reserves will only be reduced from 45% to 37%).

Sounds reasonable. But these economists remind me of the analysts who every year claim the price of gold will fall - they can't see the bigger implications and frequently miss the forest for the trees.

Check
What your friendly government economist doesn't reveal and the mainstream journalist doesn't report (or doesn't understand) is that in the event of a US bankruptcy, euro implosion, or similar financial catastrophe, access to gold would almost certainly be limited. If Germany were to actually need its gold, regardless of the reason, any request for transfer or sale would be... difficult. There would be, at the very least, delays. At worst such requests could be denied, depending on the circumstances at the time. That's not just bad - it defeats the purpose of owning gold.

But this still doesn't capture the greater significance of this action. First, it reinforces the growing recognition that gold is money. Physical bullion isn't just a commodity, a day-trading vehicle, or even an investment. It's a store of value, a physical hedge against monetary dislocations. In the ultimate extreme, it's something you can use to pay for goods or services when all other means fail. It is precisely those who don't recognize this historical fact who stand to lose the most in an adverse monetary event. (Hello, government economist.)

Second, here's the quote that reveals the ultimate, backstop reason for the move: Bundesbank stated it is a "pre-emptive" measure "in case of a currency crisis."

Germany's central bank thinks a currency crisis is really possible. That's a very sobering fact.

We agree, of course: history is very clear on this. No fiat currency has lasted forever. Eventually they all fail. Whether the dollar goes to zero or merely becomes a second-class currency in the global arena, the root cause for failure is universal and inevitable: continual and perpetual dilution of the currency.

Some level of currency crisis is inescapable at this point because absolutely nothing has changed with worldwide debt levels, deficit spending, and currency printing, except that they all continue to increase. While many economists and politicians claim these actions are necessary and are leading us to recovery, it's clear we have yet to experience the fallout from spending more than we have and printing the difference. There will be serious and painful consequences, sooner or later of an inflationary nature, and the average person's standard of living will be greatly reduced.

And now there are rumblings that the Netherlands and Azerbaijan may move their gold back home. If this trend gathers steam, we could easily see a "gold run" in the same manner history has seen bank runs. Add in high inflation or a major currency event and a very ugly vicious cycle could ignite.

Checkmate
If other countries follow Germany's path or the mistrust between central bankers grows, the next logical step would be to clamp down on gold exports. It would be the beginning of the kind of stringent capital controls Doug Casey and a few others have warned about for years. Think about it: is it really so far-fetched to think politicians wouldn't somehow restrict the movement of gold if their currencies and/or economies were failing?

Remember, India keeps tinkering with ideas like this already.

What this means for you and me is that moving gold outside your country - especially if you're a US citizen - could be banned. Fuel would be added to the fire by blaming gold for the dollar's ongoing weakness. Don't think you need to store gold outside your country? The metal you attempt to buy, sell, or trade within your borders could be severely regulated, taxed, tracked, or even frozen in such a crisis environment. You'd have easier access to foreign-held bullion, depending on the country and the specific events.

None of this would take place in a vacuum. Transferring dollars internationally would certainly be tightly restricted as well. Moving almost any asset across borders could be declared illegal. Even your movement outside your country could come under increased scrutiny and restriction.

The hint that all this is about to take place would be when politicians publicly declare they would do no such a thing. You could quite literally have 24 hours to make a move. If your resources were not already in place, even the most nimble of us would have a very hard time making arrangements.

Once the door is closed, attempting to move restricted assets across international borders would come with serious penalties, almost certainly including jail time. In such a tense atmosphere, you could easily be labeled an enemy of the state just for trying to remove yourself from harm's way.

The message is clear: storing some gold outside your country of residence is critical at this point, and the window of time for doing so is getting smaller. Don't just hope for the best; do something about it while you still can. The minor effort made now could pay major dividends in the future. Besides, you won't be any worse off for having some precious metals stored elsewhere.

If you're moved to take action, know that you're not alone. The Hard Assets Alliance had its busiest month to date in December, and January is on pace to set another sales record. International storage options are very attractive and include Zurich, Melbourne, Singapore, and London. If you're unfamiliar with the program, learn about this breakthrough service. Even if you choose another method to store precious metals internationally, it's critical that you take these first steps now.

The best chess players in the world aren't that way because they can see the next move. They're champions because they can see the next 14 moves.

You only have to see the next two moves to "win" this game. I suggest making those moves now before your government declares checkmate.

[Obi-Wan]

De Zwitsers gaan de Nederlanders de loef afsteken (de wind uit de zeilen halen)

Zwitserse actiegroep wil referendum over repatriëring goudreserve

Na Duitsland en enkele andere landen gaan er nu ook in Zwitserland geluiden om de goudreserve 'in veiligheid' te brengen. Een actiegroep die in maart vorig jaar werd opgericht door vier leden van het Zwitserse parlement pleit voor een referendum, waarin men zich mag uitlaten over de vraag of de Zwitserse goudvoorraad geheel in eigen land opgeslagen moet worden. De actiegroep heeft inmiddels 90.000 steunbetuigingen en kan bij het bereiken van de 100.000 haar referendum op de agenda zetten.