NEWS NOVEMBER 2011

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tuesday november 22

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This is no rehearsal!  The run on Europe has began.  Last week we advised to liquidate certain European positions .Make sure you are OUT of the Euro, out of European Bonds and Bond/Treasury connected investment instruments like Life insurances, TAK systems, so said interest linked Bonds, European Money market funds, European Real Estate....This is for real: get out NOW! Try to  use the little time which is left to reorganize your savings according to our Investment Pyramid. subscribers know the details and can inquire in case they have questions.

Gold and Silver will temporary suffer but will survive. Remember we are not playing a PROFIT game and this is a SECURITY exercise. It is five past twelve to act. Remember that Internet speeds it all up and because of this we can see a FLASH CRISIS.

Last but not least:  DO NOT BELIEVE what the Authorities and Banks tell you....and speed up your political diversification. Make sure they cannot legally steal your savings. Time has come where $ 575 can save you A LOT of Money.

more in the subscribers' section under DAILY RESEARCH

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monday november 21

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We have updated our portfolio. Note the two distinct performance tables. One is a table for the 2011 performance; the second is the performance since 2008. Clear is that it is difficult to outperform Gold. The performance is the result of low, lazy trade activity and note we do NOT add dividends. Had we kept it all in GOLD the performance would have been a lot better.....but 2012 can be the other way around. Having said this Capital was almost doubled since 2008 and the y/y performance for 2011 is +10%.

 Goldmine fundamentals are excellent and will keep improving DRAMATICALLY. The capitalization of the Gold/Silver mine sector however is small and this is exactly what makes Bear Traps and manipulation eazy. Traps where weak holders sell the stock when they should be buying and the Wolf takes advantage of some market manipulation. Sickening.….

This year Gold and Silver shares performed rather poorly: the HUI (Gold and Silver major index) stayed in the 500 to 600 congestion zone. and the Junior index got whipped down over the last two months...so what? Read more in the subscribers' section.

Switzerland is loosing it glamour. Under International Pressure (Major Swiss banks have vested interests all over the world and messed it up together with other major banks - DERIVATIVES) the country is slowly but surely giving in…After making an arrangement with the German Tax man (a one time 20% tax levy on deposits of Germans with Swiss banks) I expect similar agreements with the regimes of Belgium, the Netherlands, France…REALLY dangerous to see the Swiss have started to give in to the pressure of the International Community. Having said this, in a quest for a safe heaven be advised it is way too early to move to the East: China and/or Hong Kong (the Chinese banking system is mismanaged and dangerous it is a HGCG-country. But this is the time to start making your home work!

Remember that after WW II most of the World’s gold had fled to the USA….and this is 66 years ago! Don’t for a moment think this (or worse) cannot happen again....

more in the subscribers' section under DAILY RESEARCH

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friday november 17

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Remember our Communicating Financial vesselswhere Capital ALSO flows from one part to another part of the world for reasons which may not directly be related to a company but rather to the political context the company is operating in. Be advised that as the European Government bonds are crashing the action is simply eating a hole in the reserves of the Re & Insurance companies, pension funds, mutual funds, etc...and that at a certain point, when liquidities are requested ANY position will be sold - including shares of sound companies.

 

Better be safe than sorrow and why would one hold on to European shares when similar and sometimes better shares can be acquired in the USA and Canada?! Governments running into money problems will milk/tax all they find on their way. Especially the Money makers and Utilities.

more in the subscribers' section under DAILY RESEARCH

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thursday november 16 -  there is no such thing as a free meal -

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The Modern Generation will have to face some brutal truth as the world deals with the ongoing financial crisis. Because they have been grown up with Banks and paper Money they incorrectly think nothing can go wrong with Paper Money and the financial system (Glaubensunwilligkeit) . That in only some parts of the World we are to see Hyperinflation. That the Real Estate crisis is limited to those countries where the over supply is maximum and that although we may have some inflation, Bonds, Bank deposits, Pension funds, the Social system and most financial products manufactured by Banks will somehow survive. The irony is that they are just like the Jews during WW II almost innocently climbing in those train cars because "it won't be all that bad!". [note that the Social system in the USA is almost as effective as in Europe if not better and people get similar handouts, if not higher which are nicely put on a credit card which can be used for shopping]

The only way to get out of the woods is to get rid of this fantasy which is Paper Money and Paper Debt, free meals (how many are not taking advantage of the system because working from 9 to 5 would earn them about the same as they now can get for free!?) and all of these stupid Derivatives which have infected the global financial system. [Few know and understand the 2007/08 financial crisis was actually sparked by DERIVATIVES.] The logic is that when we get rid of the fantasy there will as a result be an enormous DEFLATION (there will be no or little money to buy the available goods). At that time it will be better to hold REAL ASSETS (and Gold/Silver) than any Fiat Money/Debt instrument. The former will survive and the latter disappear: from this point on it makes no sense to put a price label on Gold for by doing this one would again compare it to worthless fiat paper money as in the Old Days and this would be absolutely illogical.

One has indeed to be extremely arrogant (as a not democratically elected president of the EU by the name of Herman Van Rompuy) to dictate Italy that no General Elections can be held at this time. And having said this it leaves no doubt as to what has been the pressure on ex-Greek-President- Papandreou not to hold a referendum] Nigel Farage clearly states that the European Politicians don't really understand what is happening right now and one can be pretty sure it will all blow up in their face. Plenty of examples we have: Marie-Antoinette and Louis XVI, the past rulers of Iran, Tunesia, Egypt, Lybia,....

more in the subscribers' section under DAILY RESEARCH

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wednesday november 16

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How Capital responds to a crisis situation depends upon the freedom of capital movement. If Capital is not free to move (capital export controls – example. was South Africa) the first reaction is to buy ALL tangible (real assets): coins, durable commodities, gold, silver, shares... Real Estate may also be bought in a lesser degree (and under certain conditions only) because these are non-movable assets and high Order Capital goods. If Capital is free to move, it will flee to a different country/political system and the local assets will crash as well as the local currency. (ex. the Euro). Capital will buy Bonds, shares and Real Assets abroad and will eventually come back home after the local currency has been devaluated properly. [in the 1990's South African bought cars not only to drive around but also as an investment - and it was rewarding]

Which fiat currency will crash first? The Euro or the dollar? the odds are that the trend could change during the next couple of months as the European problems get worse (and on condition that in the mean time NO ACCIDENT happens in the USA). Italy's debt is bigger than Spain, Portugal and Greece combined...and next comes France and Belgium. Important is to understand that debt EXPANDS exponentially under pressure of the rising interest rates (this is why Governments do all within their power to keep these artificially low) . And the ECB can only do so much: Italian debt is almost $3 trillion and even for the ECB too much to buy…

This is what is spooking the markets: EU member countries government bond accelerating higher. Moreover the yield curve has inverted with 2 and 5-year yields even higher - a harbinger of recession when the rest of the European Union desperately needs is growth. The chickens are coming home to roost and rising interest rates hammer the reserves of (re)Insurance companies, pension funds and bank treasuries.

The main question being asked by bond vigilantes is just how much money is the ECB willing to print? The Bank has been expanding its balance sheet since 2008. Initially it made unlimited liquidity available via the discount window to support the banking sector. Then it felt obligated to purchase, Greek debt. It next bought Irish and Portuguese bonds. Last week it purchased Italian bonds. So what's or who's next?

more in the subscribers' section under DAILY RESEARCH

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tuesday november 15

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Following stock is at this level a Super-Buy and fits 100% in our investment stragegy (see subscribers' section for more) and would pay for your subscription before year end.

 

Those who can are leaving Greece NOW…before the Apocalypse. For those who have no Real Estate and only a box full of Gold an easy exercise. Once Greece moves into Bankruptcy, shelves in shops shall be empty in no time. Riots and civil war will be the consequence. Greece will be a school example of what is to happen in other EU countries.

When seeking safety think SECURITY and not Fiat paper profit. When doing so it becomes evident that it makes little sense to buy Silver (because we analysts reckon the silver price will go up faster and more than the Gold price will) as Silver is not only often taxed heavily but more important is that the purchasing power of 1 kg of Silver can be stocked in a small handy one ounce Gold coin.

France, Israel and Iran are the wildcards (Black Swan) in the game. Remember an economic depression ALWAYS comes with a major war. As a result of the conflict, the price of Oil (Energy) can double over night (40% of the world’s oil consumption comes through the Street of Hormuz).

more in the subscribers' section under DAILY RESEARCH

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monday November 14

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Elementary Mister Holmes, its' the DEBT which kills the economy. Fiat paper money can be printed in infinity and Gold coins can be falsified until there is only a micron of gold left on a plastic token. Any system however can only carry so much debt...and the point of no return has been passed time ago. Hence it is not a question as to IF but rather ons as to WHEN the Financial and economic system will collapse. Whatever Politicians tell and sometimes try to do, there is NO WAY that even a Budget in equilibrium can safe us. All Debt and Fiat money has to be cleansed out of the system BEFORE a new cycle of prosperity will begin. Those countries with OVER-REGULATION (EU) will suffer a lot more and it will for those countries be a lot harder to recover. First the mentality needs to change, next comes economic prosperity. [note how Belgium comes on the 3rd worst place on the table below...and this is the real reason why this country has - 2 years after elections - still no government]

more in the subscribers' section under DAILY RESEARCH

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saturday november 12

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New Wars will look like a PacMan computer game.  The video clip shows a two-person, Nevada-based team of drone operators carrying out an execution on the other side of the planet. Forget law, forget national boundaries - all that counts is that someone in the military hierarchy has decided that the folks in the white truck need to die in order to head off an attack envisioned as part of the government's alternative real. Discusting!

more in the subscribers' section under DAILY RESEARCH

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Friday November 11

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Remembrance and poppy day or VETERANS day in the USA and a Bank Holiday observed by the Federal Reserve.  Remember the seeds for each new World War are sewn at the end of the previous one and this time it happened in the Middle-East (Israel)...and that after each Economic Depression comes a new World War. Unfortunately people never learn....WHY ???

War is a huge Black Swan. Israel is the fuse and Iran the powder keg. Oil and religion will spread the action all over the world. War has the property to bring down unemployment (especially for the youth) and make it easier to enforce certain measures.

 

 

 more in the subscribers' section under DAILY RESEARCH

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Thursday November 10

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The odds that banks and central banks will sell their Gold in the open market is as small as the odds that a thief which just robbed a bank (aren’t these idiots to risk their lives for worthless paper money!?) would return what he stole.Worst case scenario and assuming some crazy central bank president would decide to sell its gold, it would only get worthless money in return and countries like China, India,…would be over happy to buy the Gold in bulk.

Today almost everything happening in the financial markets is the consequence of the action of the DERIVATIVES. These are used in an effort to rig (keep them low) the paper price of REAL ASSETS: Gold, silver, Oil, Copper, ….as a rule ALL commodities.

Derivatives come for free, are uncontrolled and unregulated and therefore instrument by excellence: not only does it help to keep the price of real assets low but it hereby ensures the Herd keeps BELIEVING in the Bankrupt bank, in worthless Fiat Paper, in worthless Treasuries. Derivatives are so wonderful that they even keep the official inflation figures low.  Derivatives played a crucial role in bringing down the global economy, so you would think that the world's top policymakers would have reined these things in by now - but they haven't.

Derivatives are ngerous SMOKE CURTAINS and the day the PHYSICAL market clashes with the PAPER market the whole system will blow up. Not hard to understand…or is it!? The question is not IF it will happen but WHEN it will. Since the advent of Internet and the increased speed of communication I foresee it to be a FLASH CRASH…I see it as a BLACK SWAN and it could all happen in less than one hour time and when it happens there will be no prisoners left. Therefore it is extremely important that you act now, that you make sure you follow our advice and invest like the Investment Pyramid shows…and STOP chasing FIAT PAPER MONEY PROFITS but seek SECURITY instead.The risk in the $600 trillion derivatives market isn't evening out. To the contrary, it's growing increasingly concentrated among a select few banks, especially here in the United States. As it sits deeply incrusted in the Financial system, any spark (inexpected bankrupcy) will not only detonate Europe but have a major impact on the American banks and Amercian economy. The resulting depression will in turn contaminate High Order Capital Good countries like China and India. Having said this Africa could will be better off....

more in the subscribers' section under DAILY RESEARCH

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Wednesday November 9

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Having money in a bank account is a risky business with no return. Keeping money or worthless paper money (debt) in a safe is maybe less risky but it remains worthless paper AND somebody elses debt. We are living an era where people are loosing confidence in the banking system and fiat paper money and what we see is only the beginning. Assume we have another DEXIA like for example a Société Générale (France) and people will start to link it together…..add to this the red figures which are not shown on the Banks' books like DERIVATIVES....

Each time an accident will occur, REAL ASSETS and stocks will be sold on the market at ANY PRICE. Hence be prepared to see Lehman, DEXIA and Greek situations over and over again….when this happens follow our advice!

Oil and energy touches anybody and everybody. Shares in the Oil share section have been deleted and shares have been added.

As we published months ago, the Oil game is a poisonous one and the result of the Misallocation of Funds and empty Headed green politicians. As the oil price is manipulated downwards in order to keep Inflation levels human and profits are stolen away (taxation) there is little or no incentive to drill for new oil fields. At this at a time we have peak oil and a Hyperinflationary depression.

Think DERIVATIVES and remember what it did to the Real Estate markets: Oil has increasingly become a financial asset and the day the physical and the paper market clash will be extremely painful. The odds to see cheaper Oil are almost ZERO.

We have updated all the charts in the section of Gold and Silver Juniors, including the low risk step in levels.

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tuesday november 8

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Some subscribers are missing out the best of Goldonomic. Be advised the Shopping Baskets (Gold and Silver majors, juniors, oil shares, uranium shares, safer than bond shares (Recession Proof) are ALL listed behind the INVESTMENT PYRAMID to the RIGHT (scroll down). Gold expressed in Euro, Sterling, Swiss franc, etc...also is. Note the distinct small congestion zones and the subsequent action for Gold expressed in most the fiat currencies.

These sections and charts are as a rule refreshed once a month (but most of the time twice and more a month) and it is the responsibility of the subscriber to check it out from time to time.

Recession proof shopping basket: Several shares were deleted and have to be exchanged for our new additions

Oil share shopping basket: important alterations. Shares were deleted and exchanged for others. Same reasoning as for Recession proof shares.

Gold and Silver majors: One of our preferred gold stocks Newmont (NEM)  sells at an all time high. Check out the chart and see what's next.

Gold is Gold and is doing nothing more and nothing less than described in the Gold section. Got some? If not at which level should you buy some and what is the medium term objective. We have the answer for Gold in different currencies.

The Silver PF chart is really interesting and hints as to what is about to happen and what the next stop will be.

The DAILY RESEARCH is the next most important section as it publishes any other relevant news on a daily basis.

The Education Hall provides you with plenty of fundamental background and allows you to understand BETTER what is happening now, so you can stop listening and believing the lies of the Politicians, Banksters and ignorant Talking Heads.

At the bottom of each window/section there are links to important articles which are pertinent to the topic of the actual window you are in.

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news November 7 - Capital Controls or an obvious instrument Authorities will use soon to its full extend.

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Capital transfer control using a simple method of Convertible and Financial currency. [a maximum of € 10,000/$ 10,000 in fiat cash money or money instruments may be taken with you when you cross a political border] will be seen again soon.

Those who refuse to politically diversify their savings/assets and instead blindly keep chasing Fiat Money profits will soon be in for a nasty surprise.

The advantage for the Authorities is that capital controls are simple to instate and to apply and that it demoralizes ANY speculator as it takes away the financial advantage BEFORE any expected official devaluation. [the Germans who smelled RAT and tried to flee Germany before the worst, had to pay two year taxes in advance in order to get an EXIT VISUM]

During the 1970’s and 1980’s cross border capital transfers were controlled and regulated by the mechanism of the Convertible and Financial Franc. Payment for imports of GOODS was made using Convertible Francs while Capital transfers as a result of a sale of local francs for German Marks or any other foreign currency was executed at the exchange rate for Financial Francs which as a rule sold at a discount to the Convertible.

Because of the double exchange rate the Financial Francs were as a rule worth less than the Convertible and the spread between both rose each time the market expected currency devaluation. If the market anticipated a 15% devaluation the financial currency traded 15% below the rate of the Convertible currency.

Former mechanism is still used in South-Africa. The country has additional capital export rules where exports/sales of South African Rand by SA residents are limited to a maximum amount and permission to do so is ONLY granted after approval by the Tax authorities.

Such legislation could be re-instated at any time and will penalize anybody (also non residents) holding Euros (or Dollars in case you live and work in the USA) and would strongly limit the pressure on the Euro in case of a panic as the maximum amount of CASH Euros that may be exported is limited to €10,000 .

note: all charts in the section of Gold and Silver majors have been updated and we expect a major for  the US Dollar/Euro

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news november 4

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The world economic and financial system has been handed over to the Mob!

Risk was no more a danger and was sold as an opportunity….

Derivatives have spread through the Financial System like a cancer: it lives in your Pension fund, your live insurance, your bank, in almost any financial instrument…Even your Credit Card debt has been resold. Amazing that so few people understand the danger of this and the URGENCY to act properly.

Technically we have very interesting formations for  the shares listed in several of our shopping baskets. Remember you may not know and not like STOCKS/SHARES but they are extremely important if you want to survive the Paradigm shift and the collapse of the Financial system.

Whatever you are keeping in Bank manufactured products, deposits, saving accounts, live insurances will suffer more than you expect. We know it may be a difficult exercise but this is not the 1st time a Banking system and fiat money collapse.

Try to be on the safe side...at least with some of your savings and remember that Fiat money hidden under your mattress won't help you.

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NEWS november 3

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Upon request ALL NEWS and DAILY RESEARCH will come under one monthly window. (like it used to be in the past): NEWS NOVEMBER (open) , UPDATE NOVEMBER (subscribers)

In order to surf to the core of the site (Investment department), you must first login and click INVESTMENT PYRAMID. All investment items are listed in the Column to the RIGHT.

Note that the box to the right in the Home page lists the latest articles.

Note that at the bottom of each window you can often find Articles pertinent to the section.

PLEASE sent us feed back...the more feedback, the better we can make the site.

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News November 2, 2011

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Super Mario and girlfriend Marie-Antoinette Lagarde could not have choosen a worse place to hold the G-20 conference. Cannes has been turned upside down but today people are marching the streets of Nice shouting slogans not against Banksters but rather about the increasingly unaffordable cost of living: FOOD (a low order consumer good).

Social unrest ALWAYS is part of a hyperinflationary depression and this time won’t be different. What is happening in Nice today can happen in Cannes, Paris and Brussels tomorrow. What started in Tunesia has clearly reached the European mainland. I guess not a single European leader has expected this as they are all -like Marie-Antoinette just before the French revolution - advising people which have no bread to feed their children - to serve them “Cake” instead.

Rather unbelievable is that with all the bells and wistles there still are people advocating a DEFLATION instead of a Hyperinflationary Depression.

The one thing Europe was trying to avoid, contagion spreading to Italy, has happened. Because of the introduction of the Euro the only way the Investors have to short a currency is to short the Bonds of the country in distress. And this is exactly what they are doing. Yesterday it was Greece, today Italy, tomorrow will be Spain, France or Belgium. By shorting the bonds they are killing the Pension funds, Insurance co's and Banks.

Whatever will happen in Greece, Hyperinflation is knocking at the door. If Greece leaves the EURO they will be the 1^st ones to taste its bitter flavor. If not it will be the Eurozone or any other European country who decides that enough is enough.

As long as one is prepared and doesn’t hold any of those wicked dangerous worthless financial instruments, the damage will be minimized. Those who refuse to see the reality and keep BELIEVING what the charlatans keep telling us will pay it with all of their savings. It happenend over an over in the past and it is about to happen again.

Which side do you plan to be on?

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NEWS NOVEMBER 1, 2011

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The Treasury/Bond crash we forecasted a couple of years ago is unfolding in domino style.

Interest rates signal the end is near. They did so in Greece and we are seeing clear signs in Portugal, Spain and Italy and even Belgian that rates are picking up. The Greek scenario will be played over in other countries of the EU but also in the USA and 2012 will be critical.

As interest rates rise, the loss on Bonds and Treasuries is painful. Ten Year Italian treasuries have fallen to 90% of their nominal value while only months ago they sold at a premium. [pension funds, insurance co’s and banks are by law forced to hold large amounts of this crappy paper].

Interest rate rises because the public and the investors stop trusting Government. So far Government has been guaranteeing the Banks and has bailed these out each time it was a matter of national security. What the politicians don’t seem to grasp is that once the People start to mistrust their actions and see they have no clothes, it’s GAME OVER. And the prelude to Game Over is Higher interest rates.

But the natural forces always have the last say and the longer Authorities rig interest rates, the stronger the following action. It always was so and always will be that way.

Those who refuse to adjust their investments and continue to believe the lies of the Authorities and live in denial, will loose all of their savings. History is a live proof of this statement. Best case scenario Pensions and life insurances will be buried under a hyperinflation tsunami. What is left of it will be eaten away by the subsequent debt moratorium in a Zimbabwe style.

Some readers complain that what we publish is too negative, too fearful and doesn’t contain any positive aspects. To be honest, we would appreciate to see readers sending us emails with any positive news and any tips. We can’t think of any and even worse, everything we look at in dept is in fact worse than it appears….because it has been window dressed by the authorities for too long.

As a matter of fact, I started to forecast what is happening today in 2004 and I remember giving a presentation before a Millionaire’s club. Ever since EACH PREDICTION which I made became a bitter reality. I forecasted the Real Estate bubble would burst and the crash of the financial sector well in time….Today I forecast that we haven’t seen the worst…and I realize this is unfortunately no positive news. Better keep your breast wet

It is not only the financial markets which are in grave danger. The whole world is in turmoil and it will get a lot worse before it gets better (expect a World War). Hard to rate a War as a positive happening and the best one can do today, is to prepare for the worst. To pretend it all won’t get that bad is deny History in general and Monetary history in particular.

On the new site we have updated the Point and Figures charts (which are the most important ones) in the sections of Silver, $-Gold, US-Dollar, Euro-Gold, Sterling Gold, Swiss Gold, Yen Gold,… In each section we have, where possible added a short term live price quotation. Don’t forget to check the charts of Gold expressed in all major fiat currencies for a correct image of the reality.

Be informed there are many extremely interesting patterns unfolding which will impact the financial markets over the next couple of months. Remember to act NOW and not when the Media tell to and it is too late….Goldonomic is most of the time too early….but better be early, safe and good than late and sorrow. Be part of Goldonomic and make sure you're also doing the right thing...$ 575 can be the best investment made in 2011!

 

wednesday november 16

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How Capital responds to a crisis situation depends upon the freedom of capital movement. If Capital is not free to move (capital export controls – example. was South Africa) the first reaction is to buy ALL tangible (real assets): coins, durable commodities, gold, silver, shares... Real Estate may also be bought in a lesser degree (and under certain conditions only) because these are non-movable assets and high Order Capital goods. If Capital is free to move, it will flee to a different country/political system and the local assets will crash as well as the local currency. (ex. the Euro). Capital will buy Bonds, shares and Real Assets abroad and will eventually come back home after the local currency has been devaluated properly. [in the 1990's South African bought cars not only to drive around but also as an investment - and it was rewarding]

So far technically speaking the Euro still sits in a BULL modus against the US-Dollar but the odds are that the trend will change into a Bear trend as the European problems get worse (and on condition that in the mean time NO ACCIDENT happens in the USA). Italy's debt is bigger than Spain, Portugal and Greece combined...and next comes France and Belgium. Important is to understand that the debt of European countries EXPANDS exponentially under pressure of the rising interest rates (this is why Governments do all within their power to keep these artificially low) . And the ECB can only do so much: Italian debt is almost $3 trillion and even for the ECB too much to buy…

This is what is spooking the markets: EU member countries government bond accelerating higher. Moreover the yield curve has inverted with 2 and 5-year yields even higher - a harbinger of recession when the rest of the European Union desperately needs is growth. The chickens are coming home to roost.

The main question being asked by bond vigilantes is just how much money is the ECB willing to print? The Bank has been expanding its balance sheet since 2008. Initially it made unlimited liquidity available via the discount window to support the banking sector. Then it felt obligated to purchase, Greek debt. It next bought Irish and Portuguese bonds. Last week it purchased Italian bonds. So what's next?