ORO ( GOLD ) - titoli ed etf del settore

[Salva_Tori]

il sistema è cotto

stracotto

e fino ad ora nessuno può provare il contrario

e siamo all'inizio

chi ben incomincia
è alla 1/2 dell' opera

 

[asqueldaz]

l'oro sta riassumendo il valore che gli compete

o credi che valgano di più quei pezzettini di carta?

stampare carta non costa nulla

cavare oro molto di più

il sistema sta craccando perchè la moneta non ha nessun valore
quando serve si stampa e basta

e produrre rame, nickel, alluminio credi che non costi?

Assets in some of the industry’s largest exchange-traded funds are at all-time highs.
Holdings in ETF Securities Ltd.’s gold exchange-traded commodities rose to a record 7 million ounces as of Feb. 13. The SPDR Gold Trust, the biggest ETF backed by the metal, expanded to 1,029 metric tons yesterday, closing in on the reserve holdings of Switzerland, with 1,040 tons, as the world’s sixth-largest owner of gold. Zuercher Kantonalbank’s fund has record assets of 3.734 million ounces. (Bloomberg)
February 20, 2009 12:05 EST

Attualmente è soprattutto la domanda speculativa globale per ETFS sull' oro a guidare il rialzo.
Di per sè oro tenuto in cassaforte come rame tenuto in cassaforte non serve a niente.
Serve avere oro in forma di ETFS o in altre forme meno pratiche, finchè il trend del prezzo è rialzista.
Che sia imminente una inflazione galoppante è dubbio, alcuni prevedono che ci sia prima una moderata deflazione, e che solo più avanti ci sia un' inflazione significativa. La politica monetaria cerca di scongiurare il rischio di deflazione vista la gravità della recessione.

 

[Birbun]

Serve comprare oro FISICO e non di carta.

 

[asqueldaz]

Serve comprare oro FISICO e non di carta.

Certi ETFS comprano oro fisico, come scritto sopra sono tra i maggiori possessori mondiali di oro fisico insieme ad alcune banche centrali.

http://www.bloomberg.com/apps/quote?ticker=PHAU:IM

Chi compra personalmente lingotti , ha costi per cassette di sicurezza e/o assicurazioni contro il furto?

 

[Alabe]

Certi ETFS comprano oro fisico, come scritto sopra sono tra i maggiori possessori mondiali di oro fisico insieme ad alcune banche centrali.

http://www.bloomberg.com/apps/quote?ticker=PHAU:IM

Chi compra personalmente lingotti , ha costi per cassette di sicurezza e/o assicurazioni contro il furto?

molte filiali bancarie hanno cassette di sicurezza. costo circa 100 euro anno

 

[asqueldaz]

molte filiali bancarie hanno cassette di sicurezza. costo circa 100 euro anno

E in caso di audace colpo dei "soliti ignoti" la banca garantisce i lngotti messi dal cliente nella cassetta?

 

[Alabe]

E in caso di audace colpo dei "soliti ignoti" la banca garantisce i lngotti messi dal cliente nella cassetta?

si può fare in certi casi una assicurazione, e si paga in base al valore dichiarato

comunque, statisticamente, il colpo è raro (chi fa rapine nelle banche non ha il tempo dii scassinare le piccole cassette di sicurezza. E quelle devono essere scassinate, perchè servono due chiavi per aprirle e la banca ne ha una sola (l'altra ce l'ha il titolare)

di sicuro al mondo non c'è nulla. Ma questo è un sistema a mio parere più sicuro degli altri (materasso, cassaforte a casa, etc.)

 

[asqueldaz]

Oro in ribasso per il quarto giorno consecutivo

Gold falls for fourth session as crude, stocks rise

By M. Zhou, MarketWatch
Last update: 10:14 a.m. EST Feb. 26, NEW YORK (MarketWatch) -
Gold futures fell Thursday for a fourth straight session to near $940 an ounce as higher stock markets and crude prices reduced safe-haven buying.
Gold for April delivery lost $23.80, or 2.4%, to $942.40 an ounce in North American electronic trading. Prices are now about $60 lower than Friday's high above $1,000 an ounce.
U.S. stocks moved higher Thursday, while crude oil rose to the highest level in one month as data showed U.S. gasoline inventories fell.
...


"With no fresh inflows in to the SPDR fund gold is unlikely to find significant upwards momentum and could look to spend some time consolidating in a broad range between $935-85 until sentiment turns more favorable," wrote James Moore, an analyst at TheBullionDesk.com
...

http://www.marketwatch.com/News/Story/Story.aspx?column=Metals+Stocks

 

[Trasparente]

gold

 

[Trasparente]

$xau

 

[Trasparente]

ci vorrebbe anche il €/$
per completare il quadro...

 

[Trasparente]

ci vorrebbe anche il €/$
per completare il quadro...

1,255

 

[asqueldaz]

Gold falls below $900 an ounce as stocks rally

11:27 a.m. EDT March 10, NEW YORK (MarketWatch) -- Gold futures fell below $900 an ounce Tuesday, accelerating their losses as a rally on Wall Street reduced the metal's appeal as a safe haven.
Gold for April delivery dropped $15.40, or 1.7%, to $902.40 an ounce on the New York Mercantile Exchange.
Earlier, the benchmark contract hit an intraday low of $897.10 an ounce.

"Gold is under pressure as money flows back into the broader market," said Kevin Kerr, editor of Global Commodities Alert.
"Dollar weakness is strong too," Kerr said. "It seems that for the moment the inflation fears and systemic risk fears are starting to diminish and investors who have access to funds are starting to see opportunities in the other commodities as well as equities."
....

Stocks rally
On Wall Street, U.S. stocks rallied after Citigroup Inc. (C +36.2%) said it was profitable during the first two months of 2009 and Federal Reserve Chairman Ben Bernanke said he expects the economy to rebound later this year.
...

http://www.marketwatch.com/news/sto...A9-4E6A-8629-D664A349E751}&dist=TQP_Mod_mktwN

 

[Trasparente]

 

[Salva_Tori]

comprato nxg

 

[Deviad]

http://www.investireoggi.it/forum/attachment.php?attachmentid=8480&d=1236632712

 

[Deviad]

Tratto da un articolo di Jim Jubak

"In economic winter, signs of spring": Where's the cash? It's on the sidelines in money market funds. In the week ending March 4, money market mutual funds took in an additional $18 billion. Total assets are at $3.91 trillion, the Investment Company Institute reported. About $1.35 trillion of that was in retail money market funds held by individuals. Institutional money market funds accounted for about $2.55 trillion.
Investors who are fleeing the stock market and other markets for money market funds aren't earning much in interest: The average seven-day compounded yield fell to 0.32% from 0.34%. But in the current financial crisis, safety trumps yield by a good distance. There is one bit of good news in these numbers for stock market investors: Whenever investors do decide it's safe to return to stocks, there's a huge amount of fuel for a market rally on the sidelines.
"Euro, yen make dollar look good": Will the world's central banks decide to sell some of their gold now that it's near $1,000 an ounce? How much will they sell? With the Central Bank Gold Agreement set to expire in September, inquiring gold bugs want to know. The current agreement capped gold sales by Europe's central banks at 500 metric tons a year for the five years that end in September 2009. The current cap is 100 million tons a year above the level set in 1999-2004.
A jump in selling by central banks looking to capitalize on high gold prices would put downward pressure on gold just as more investors are looking to the metal as a haven in the current financial meltdown. The odds, gold traders say, is that the banks will renew the agreement with something like the current cap. European central banks, a group that includes the European Central Bank, the Swiss and Swedish central banks, and the central banks of the euro zone countries, have sold just 55 tons of gold since September despite rising gold prices.
With the International Monetary Fund likely to sell about 400 tons of gold over the next five years as it raises cash, traders think central banks will be unlikely to risk rocking the gold market in a crisis by increasing their sales. Still, gold traders remember that it was the Bank of England's sale of part of its gold reserve in 1999 that pushed gold prices to a 20-year low. Though the agreement doesn't expire until September, central banks have in the past announced new agreements in March.

In poche parole, se questo accordo, che impone un quantitativo massimo di oro vendibile annualmente, decade senza essere rinnovato, parecchie istituzioni (banche, governi, ecc.) potrebbero vendere massicciamente oro, giunto a prezzi molto elevati, per risanare i bilanci.

E, secondo me, questo accordo non lo rinnovano, perché data la situazione attuale conviene non rinnovarlo per loro.
Infatti, non essendoci + il gold standard da un pezzo di questo oro non se ne fanno niente. E' un asset come un altro che in certi periodi torna utile.
Prima quest'oro serviva a dire agli altri stati: "Io, Italia, ho queste riserve d'oro, per ogni evenienza, dovessi avere problemi di solvibilità, ho quest'oro a garanzia".

Vendendo oro, i bilanci sembreranno migliori e la gente, quando li leggerà, sarà tutta contenta vedendo utili inaspettati in questo momento di crisi; ciò potrebbe dare una spinta ad un uptrend di medio periodo.


Secondo Jubak, invece, l'accordo lo rinnoveranno con un limite che sarà circa lo stesso di quello attuale.

 

[-zeneize-]

Obama stampa moneta per comprare titoli di stato USA.
Prevista in arrivo l'ondata inflazionistica... il GOLD riparte.

 

[Seven Of Nine]

Obama stampa moneta per comprare titoli di stato USA.
Prevista in arrivo l'ondata inflazionistica... il GOLD riparte.

Questo manda a vacche tutti i miei studi sul rapporto di cambio
Questa mossa avrà ripercussioni a tutto campo, cercherò di non farmi condizionare dal pregiudizio e spero che i benefici siano più dei costi...

 

[asqueldaz]

2:48 p.m. EDT April 6, 2009
NEW YORK (MarketWatch) -- Gold futures fell Monday for a third straight session to end near $870 an ounce, wiping out their yearly gains as traders shaved positions on worries that the 403 tons of gold sales by the International Monetary Fund will increase supply and depress gold prices.
Meanwhile, a stronger U.S. dollar also added downward pressures on gold prices.
"There is still this fear of a lot of selling coming from different central banks and the IMF," said George Gero, a precious metals trader for RBC Capital Markets. "The perception is that 'I am getting out of the way until all the sales are completed and let's see how it's absorbed.'"
Gold for April delivery fell $24.10, or 2.7%, to end at $871.50 an ounce in North American electronic trading. It dropped to as low as $865.10 earlier. The more active June contract also fell Monday, down 3.2% at $868.50.
Gold has lost nearly 6% since April 1 and is now down 1.4% for the year, partly out of optimism that collective actions by leaders of the world's major nations may stem the global economic crisis.

IMF gold sales
Leaders from the Group of 20 nations said last Thursday they endorse 403 tons of gold sales by the IMF. The proceeds will be used to provide finance for the poorest countries over the next two to three years.
The announcement came one day after the European Central Bank said it had completed the sale of 35.5 tons of gold.

The IMF's plan to sell the gold still needs to be approved by an 85% majority vote from its 185 members.
...
The U.S. government and the Federal Reserve have spent, lent or committed more than $10 trillion to stem the economic downturn since the financial crisis began. Fed Chairman Ben Bernanke said in a speech Friday that he expects the gradual resumption of sustainable economic growth is coming.
The recent weakness in gold prices is "a sure sign risk appetite has increased further following the actions of various governments and central banks as well as the combined efforts of the G20 nations last week," said James Moore, a precious metals analyst at TheBullionDesk.com

http://www.marketwatch.com/News/Story/Story.aspx?column=Metals+Stocks