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Welcome to the USAGOLD Gold Discussion Archives. The archives of this gold discussion forum are a treasure trove of information to educate investors about protecting their wealth through portfolio diversification with private gold ownership. The discussion forum also covers the wider issues of the past, present, and future role of gold in international monetary policy and the dynamics of the modern gold markets...

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ARCHIVED DISCUSSION FROM 7/17/2001
All times are U.S. Mountain Time

(Yesterday's Discussion.)

Netking (07/17/01; 23:46:20MT - usagold.com msg#: 58254)
Auspec
We've got 'The Name' above every name to battle these amateurs. They weren't too knowledgeable about Silver huh, looking forward for mine too Sir for a laugh! regards Murray

Black Blade (07/17/01; 23:02:48MT - usagold.com msg#: 58253)
Matt Simmons dire speech to oil geologists
http://www.simmonsco-intl.com/web/index.asp
"There are some grim facts that suggest many of the world's existing gas and oil basins are getting quite long in the tooth. Many areas are now experiencing production declines too rapid to ever make up by an exponential expansion of ever-smaller fields. We simply lack the rigs and people to fight this treadmill.

Take the UKCS for instance. As recently as 1995, 89 fields produced 2.5 million barrels a day. Five years later, those same fields produced only 1,445,000 barrels day. The top 11 fields in the UK sector of the North Sea produced 1,250 million barrels per day in 1995. Five years later, the production in the same 11 fields had fallen to only 555,000 barrels per day. This steep decline raises some genuine questions on the long-term sustainability of the UK's North Sea, or implies an explosion of small fields growing almost exponentially.

In the Gulf of Mexico, drilling in 2000 was far higher than 1999, yet oil production on the shelf was down 6%, year over year. Natural gas production fell by almost 8%, though most of the rapid drilling increases were gas efforts. In Canada, gas well completions were up 41% in 2000 over the prior year, while gas supply grew by only 2% and all this increase came from Eastern Canada's Sable Island.

What all these data points highlight is the mounting difficulty to add new wellhead capacity in many key regions of the world. In all too many regions, the prime culprit is a rapidly rising decline curve that makes it impossible to add enough new supply to overcome this capacity problem. Even the Middle East is now beginning to experience, for the first time ever, how hard it is to grow production once giant fields roll over and begin to decline. There is so little data on field-by-field production statistics in the Middle East that any guesses on average decline rates are simply speculation. But there is growing evidence that almost every giant field in the Middle East has already passed its peak production.

A growing number of forecasters are beginning to suggest that most of the world's next generation of oil supplies will come from far heavier crude grades, including some, like Venzuela's Orinico Belt or Canada's Oil Sands. But these projects also consume massive amounts of energy merely to convert these heavy grades into usable energy supplies. In a world of cheap and abundant energy, this inefficient energy conversion hardly matters. But we might be headed for an era of suprising high energy prices when this unhealthy conversion factor becomes very important. The world needs to begin developing a better sense of total energy projects and capture the total energy spent to create useable energy so we avoid projects that consume as much (or more) energy as they produce. "

Black Blade: This portion of Matt Simmons speech to a gathering of petroleum geologists (American Association of Petroleum Geologists) is a page (actually several pages) out of "The Rise and Fall of Hydrocarbon Man." I heard more drivel by the extremist left that there is no longer an energy crisis. If this is not nipped in the bud, it will certainly develop into a crisis of epic proportions and take the economy with it.

Many more speeches, papers, and research by Matt Simmons and others at the link - requires registration but well worth reading. Thanks to DeRonin at: http://pub38.ezboard.com/fdownstreamventurespetroleummarkets.showMessage?topicID=3014.topic


US_Army(RET) (07/17/01; 22:33:42MT - usagold.com msg#: 58252)
Houses Down
Solomon Weaver (07/17/01; 21:16:24MT - usagold.com msg#: 58246)
Dear "Poor old Solomon" (old?…Maybe…Poor?…not a chance!)

Thanks for last post. I always look forward to when your "moniker" shows up on the forum…the last, as usual strikes a strong chord of synchronistic thought here in Silverdale, WA.

House prices starting to drop here also…some dramatically (we are in part a "bed-room" community to the big tech morass in Seattle)…many more homes for sale, and those that do sell are taking longer then in the recent past.

But here is the confusing part.

Despite the clear signs of trouble mentioned above, there seems to be an almost frenetic pace of new construction going on (?)…New subdivisions, condos and apartments in various stages of completion all over…and a significant number of new ones just getting started. Obviously there is financing coming from somewhere…and a great number of people are at work…but who is going to buy all this new stuff…let alone the homes for sale already on the market…???

New retail business's (large ones) are going up also…frequently on the same lot where a previous one went belly up for lack of sales…often selling the same product (?)…The bigger waste is the tearing down of the previously perfectly good building and the putting up of another not too unlike the one taken down.

Am at a loss of what to think…this may be happening all over the country. Something is incredibly "broke" here in "Far West America."

My wife, also born out of the US (Arab)…is absolutely flabbergasted by all this visible "waste"….Her most often expressed concern, is what gives us (Americans) the right to live such resource wasteful lives (with "borrowed" money"), when others in the world have so little. I have to agree. The bill is going to come due probably sooner then we all can guess…and with it much pain.

Living a "simple" life will not be an option for many. I like the idea of getting used to it now and feel quite lucky to be as debt free as I am…but intend to get "freer" while a "patiently" as the world provides (re. HBM) …growing the "pile" at bargain prices (and loving it!)…

THX again,

SLD


Black Blade (07/17/01; 22:31:19MT - usagold.com msg#: 58251)
Nikkei craters and Taiwan sinking fast!
http://quote.yahoo.com/m2?u
The Nekkei falls below 12,000 and Taiwan markets looks gruesome tonight. The rest of Asia is treading water.

Black Blade (07/17/01; 22:27:56MT - usagold.com msg#: 58250)
Forbes Body Count
http://www.forbes.com/2001/01/30/layoffs.html
The body count continues to rise, while many others have given up looking for employment. This trend will continue as the US slips into the abyss. Not a sign of a healthy economy.

- Black Blade


Black Blade (07/17/01; 22:21:49MT - usagold.com msg#: 58249)
INDUSTRIAL PRODUCTION AND CAPACITY UTILIZATION
http://www.federalreserve.gov/Releases/G17/Current/

Snippit:

Industrial production fell 0.7 percent in June, to 142.5 percent of its 1992 average; second-quarter production was down 5.6 percent at an annual rate. After nine consecutive months of decline, industrial production in June was more than 3-1/2 percent below its level in June 2000. Manufacturing output, which also posted its ninth consecutive monthly decline, contracted 0.8 percent in June, to more than 4 percent below its year-earlier level. Mining output weakened 0.4 percent, and utilities production increased 0.9 percent. The rate of capacity utilization for total industry sank to 77 percent, more than 5 percentage points below its 1967-2000 average.

Black Blade: Fallen 9th month in a row! No matter how they spin this it still spells "Recession."


SHIFTY (07/17/01; 21:50:39MT - usagold.com msg#: 58248)
Turnaround
"Shifty vs. The Oppenheimers
Oh Ye with little faith !

$hifty


Turnaround (07/17/01; 21:26:28MT - usagold.com msg#: 58247)
auspec- bid order

auspec (07/17/01; 18:28:57MT - usagold.com msg#: 58234)
A Look From The Other Side

"Shifty vs. The Oppenheimers
WIZ vs. The Rothchilds
cb2 vs. The Rockfeller Foundation
Canuck vs. Teddy Kennedy

OK, OK, so maybe we'll make Canuck swim drunk and upstream against TK {just drunk}, but you get the idea, the odds are not with you." END

Comments: This letter is chilling and I can see its source as none other then 'The Anti-auspec'. Oh, that it were only a mere prank. These are clearly not the thoughts of a sane or rational individual. Could our gold enemies possibly be as juvenile as this letter??? LET'S HOPE SO! I'm gonna 'hit all the bids' tomorrow."

Whew! You must of really jerked someone's chain down at the ol' ATF&G, Auspec.

Put me down for 30-70 on Shifty vs. the Oppenheimers.










Solomon Weaver (07/17/01; 21:16:24MT - usagold.com msg#: 58246)
Houses Down....right in MKs back yard
The region around Denver has experienced a massive upsurge in tech jobs and homes have been going up all over the place, with panoramic mountain views and large footprints and vaulted ceilings...with big Fanny Mae just sucking up the risk and layering in the liquidity.

A friend of mine househunting several months now in Boulder has direct experience of about a 5-7% drop in prices in the last few months on a normal slightly upscale home in the 400K range. Maybe a desperate seller...buy where have all the buyers gone?

The hard part for me....having a Russian wife...and being around all this "Neuveau Rich" mania is that I am trying to hold in the reigns and live simply and she sees all of these people living the "good times".

She cannot seem to fathom the extent in which these people are leveraged without their even knowing it. Someday (God help us) we might reach a point where people really see the bitter medicine that we have to swallow.

My uncle retired early in 1986 from Xerox with huge option payouts....in 1987 he saw half his net worth gone in the markets....in 1988 he studied for a realtors license....a trade he could do on his "own time" and still feel "semi-retired"....well of course the 90s were good to him.

How many lifestyle changes lie just ahead?? I really wonder how well the "oughts" will treat us? in ought1 I oughtta have done....in ought2 we outta have done...in ought3 they oughtta have done....

Poor old Solomon


Chris Powell (07/17/01; 21:11:25MT - usagold.com msg#: 58245)
Help us stop the manipulation: Send this letter to Congress
http://groups.yahoo.com/group/gata/message/821
We've got the goods on the U.S. government's
suppression of the gold price. Help us mobilize
Congress to expose it: Write this letter to
your congressmen, today.

To subscribe to GATA's dispatches by email and get
them immediately so you don't have to go look for
them, send an email to:

gata-subscribe@yahoogroups.com


Canuck (07/17/01; 20:44:05MT - usagold.com msg#: 58244)
@ auspec
Alcohol, Tobacco, Firearms and Gold letterhead?

Man, am I a gullible dolt or what? Good one auspec!

I owe you one.


Canuck (07/17/01; 20:25:57MT - usagold.com msg#: 58243)
@ auspec
Who is 'anti-auspec'?

If not a name, a hint or connection.


Canuck (07/17/01; 20:23:02MT - usagold.com msg#: 58242)
@ auspec
Ok, ok ,ok; the first time I read your 'letter' I chuckled.
The second time I frowned, the third time, well, you're kidding right?

Tell me you didn't receive such a letter, you're pulling our legs.

ATF&G letterhead? What the hell?

Canuck


Christian (07/17/01; 20:12:06MT - usagold.com msg#: 58241)
(No Subject)
US Government is buying physical gold with newly printed $'s (monitization of gold) and then dumps it on the open market for a 99.99% profit. Average gold cost=$330 Average sale=$270. Cost to print $330=$0.10 Profit=$269.90 In this way gold, silver and other commodities are monetized just like all other property. With this profit the Treasury can manipulate the stock, bond and commodity markets up or down any way it wants and profit from it. In this way gold becomes credit creation gold made up of a bundle of commodities (metals, fuels, grains and housing) All this came into being when Clinton could not get his Medical Security Trust passed. Like Social Security the Medical Trust Fund would not consist of real economic assets. Like with the Social Security Fund the surplus is placed into the general fund. The government has found another way to raise revenue other then to raise taxes. The money supply as represented on the books of banks is created by credit on property. Gold and silver and other commodities are monetized by simply printing the dollars to buy them and dump it. Once monetized it becomes part of the money supply. The dollar will stay supreme even if the economy tanks.---------- If people had any sense they would monetize their own debt.............................!

Tree in the Forest (07/17/01; 20:08:29MT - usagold.com msg#: 58240)
Steve H
Bill Bonner reported today that housing refi and new mortgages were down. How will this effect Fanny? IMHO we are going to have one helluva mess on our hands when this thing breaks loose, next week I believe.

SteveH (07/17/01; 19:12:20MT - usagold.com msg#: 58239)
Fanny
Was only half-awake this morning when I heard the CEO? of Fanny Mae say that their success should last for a while as long as the Fed can keep interest rates lower and thus inflation. I got the distinct impression that this person was an insider and that the GSE was being used to hold housing values up so the consumer could refinance debt and aid in the economies future. I also thought that the lower interest rate by the Fed was critical to a strong dollar, low inflation, and a stronger consumer. Lots at stake here.

SteveH (07/17/01; 19:06:16MT - usagold.com msg#: 58238)
Gandalf
Christian's point was also made yesterday on Kitco by another poster. It is just a rumor but makes plenty of sense. US sells bonds to US mine(s) who sells forward gold to US treasury, maybe ESF or intermediary bullion bank middle person. Gold delivered in future used to sell down the gold market and proceeds used to 1) depress gold price and 2) perhaps used by PPT for their purposes, and 3) oil for gold(?). Plus US stash not touched. Steady supply of gold comes in each year from forward sold gold and process repeats. Scheme may have difficulty as other large buyers catch on and intervene or become buyers themselves thus creating a race for the gold. Probably where we are at now. Thus change of gold from US owned to custodial to deep storage. All conjecture of course.



Tree in the Forest (07/17/01; 18:58:30MT - usagold.com msg#: 58237)
auspec
LOL...That one's a corker and a keeper! I couldn't stop laughing! Good job! Looks like this board has it's own personal stand up comic.

Gandalf the White (07/17/01; 18:46:06MT - usagold.com msg#: 58236)
auspec's internet "Friends" ?
"More perspective; here's a few 'matchups' for possible coming battles:
Shifty vs. The Oppenheimers
WIZ vs. The Rothchilds
cb2 vs. The Rockfeller Foundation
Canuck vs. Teddy Kennedy

Auspec's Comments: This letter is chilling and I can see its source as none other then 'The Anti-auspec'. Oh, that it were only a mere prank. These are clearly not the thoughts of a sane or rational individual. Could our gold enemies possibly be as juvenile as this letter??? LET'S HOPE SO! I'm gonna 'hit all the bids' tomorrow. Outta here, heading for the re-training center {CNBC}.
It's been nice,
++++++++
ROFL !!
The WIZ is looking forward to "battling" the Rothchilds again !! Twas years ago that I met with them in Europe. Very nice family. Oh, BTW, they fight with bloodless type techniques and it was over a chess board that we "battled".
<;-)


Gandalf the White (07/17/01; 18:36:48MT - usagold.com msg#: 58235)
Christian (07/17/01; 17:36:32MT - usagold.com msg#: 58231)
Please go slowly and help me and the Hobbits try to understand what you said. "There are two ways for money to come into circulation: (1) borrow it into circulation; (2) print $330, buy 1 oz of gold and sell it on the open market for $270. It costs the Government 10 cents to print that $330."
===
Questions: Are you saying that the US Government is buying physical gold and then selling it on the open market ? Where and how are they selling it on the "market". Are these secret sales ? Where is the "Profit" going ? Is this how they are reducing the debt and getting budget surpluses ? Where are you getting your information ? "Deepthroat" perhaps ?
===
<;-)


auspec (07/17/01; 18:28:57MT - usagold.com msg#: 58234)
A Look From The Other Side
Chance Encounter?
I recently received an anonymous, disconcerting, and semi-literate warning on ATF&G {Alcohol, Tobacco, Firearms and Gold} Official letterhead. It was addressed to me personally, but it also was, as per instructions, for my 'friends'. Please take a deep breath and I will reproduce the portions that are sufficiently 'family friendly' to be posted here.

"This letter is to put you on notice that your gold and silver rantings will no longer be tolerated by the State. The 'games' are over and you need to know full well WHO you have been dealing with. You think you can tweak our noses with impunity, you little worm. What incredible hudspeh you have."
"We control the gold in the ground and in the vaults, we make the rules, and we can and have ruled gold OUT entirely! Do you think this is mere Monopoly money you so easily disparage? Do you think we can't monitor your every word move and thought? You don't even know who we are, we are so insulated by figureheads and Foundations. Just think of us similar to the C.I.A. {Currency In Action}. Let me tell you this........you will NOT 'see us in court', or anywhere else for that matter. We have the best Judges money can buy, as the most ambitious are our easiest prey."
"Do not think WE are in any way predictable because it is YOU goldbrats that are the predictable ones. You are so easily frightened it is comical. A mere semi-monthly 20 to 25 tonne gold auction has you mesmerized and paralyzed. Need I bring up the name Putin? HaHa, what mice your lot is. How about the last 10 years mention of 'digital photography' sending the silver shrinkers to the showers?"
"You commoners need to wash up a bit if you're going to get a leg up on our esteemed Committee, and if that leg ever reaches the full firing angle, we will wag the whole damn dog, believe it. Speaking of dogs, just think of your masters as Pavlov and yourselves as getting very, very hungry. Do you think Clinton was an anomoly, and all the other politicians are honestly working on your behalf? Think the Amerikan people are retrievable?"
"There is a correct way of thinking and acting and those few of you don't catch on by reading acceptable newspapers, magazines, or tuning in to TV or Holywood, will bear the brunt of that choice. You peons cannot even control your appetites or spending habits and you think you know best when it comes to MONEY? We control world media, religion, economics, education, as well as MANNA, in fact we hold the patent on MANNA, in spite of what you may have read in some irrelevant and antiquated book."
"WE thrive on SECRECY - what do you internuts know about the BIS, IMF, ESF or the LBM for example? If we wanted you to know something we would invite you to our annual retreat for some {Bilder} burgers and cake. Must we explain the feudal system to you over and over again?"
"Do you know that your every phone call, fax, e-mail or computer hit is at our fingertips also? We have techniques that can scramble and cause chaos on any given internet site and these techniques have now been successfully tested at USAGOLD this last month. Rense is next. Remember who invented the internet in the first place!"
"All these Midas', OROS, Truck Guides, prognosticators, chartists, amateur lawyers and analysts; if they really wanted to play Professor they should have gone to "HAAVAD", Yale or Oxford. Bunch of Patrick Henry wannabees, Mel Gibson Patriots-in-waiting, those days are long gone and we 'Brits" are pretty much back in control of the Colonies. Your Constitution has a severe case of constipation alternating with watered down runs, it's ancient history. The only sovereignty you'll see from now on would be a British gold coin that survives confiscation."
"Let me drop a few hints your way, Mr. auspec, or whoever the hell you are today: FDR2, RMN2, metal detectors, Echelon, federal officials overlooking opening of safe deposit boxes, Central Banks standing ready to lease gold from every one of their orifices, Alamo, boxcars and shackles. Have a nice day! You wanna play with the big boyz? Take on the Red-Coats? WE have harvested the finest from everywhere on the globe and no bunch of Ms. Fitts is going to stand in our way of world dominion. Greenspan is so far advanced mere mortals can't even understand him. He has evolved MANY lives past his goldnat days, get over it."
"Let me just ask you a few questions, so as to put this simple 'skirmish' in proper perspective. Do youse guys have unending sources of finances? HUD cash is mere pocket change in our world. Do you have countless hopeless bureaucrats standing ready to {re}lease buggery on you behalf? Step out of line and you will entertain IRS agents, or other govt investigative bodies in your shrinking spare time. Ask Catt Fitts how much fun that was."
"We may not yet tax your beloved internet, but the massses will demand 'regulation' after proper exposure of just how damaging the net can be 'the children'. Don't look for "this is only a test" on your favorite chat site when FEMA orders rule."
"Maybe you don't fully understand the complex mathematical formulas behind derivaties, leaving you so vulnerable to a pro-gold and silver position. Infinity is not just a fancy schmancy car. And you plan to squirrel away a bit of gold and silver for'protection'? HA! Does it seem like the supply of gold and silver are limitless as you follow COMEX? Do ya feel lucky, sucker? You cannot trust your lying eyes to discern truth, watch what we SAY not what we do."
"More perspective; here's a few 'matchups' for possible coming battles:
Shifty vs. The Oppenheimers
WIZ vs. The Rothchilds
cb2 vs. The Rockfeller Foundation
Canuck vs. Teddy Kennedy

OK, OK, so maybe we'll make Canuck swim drunk and upstream against TK {just drunk}, but you get the idea, the odds are not with you." END

Comments: This letter is chilling and I can see its source as none other then 'The Anti-auspec'. Oh, that it were only a mere prank. These are clearly not the thoughts of a sane or rational individual. Could our gold enemies possibly be as juvenile as this letter??? LET'S HOPE SO! I'm gonna 'hit all the bids' tomorrow. Outta here, heading for the re-training center {CNBC}.
It's been nice,
auspec

P.S. Hang in there!





Tree in the Forest (07/17/01; 18:08:38MT - usagold.com msg#: 58233)
Horatio
Agreed! A miner's strike is the perfect cover for a move in gold. They won't need a war for this, at least not yet. I know that they're getting ready for one though because smart money has been in defense stocks for over a year. Maybe later this year or early next year. It should be interesting to see if Comex "stands aside" as TG has predicted. We'll know shortly.

Cavan Man (07/17/01; 17:37:32MT - usagold.com msg#: 58232)
Belgian 58228
My opinion: Japan need the sales. We're their best customer. They're in the dollar camp.

Christian (07/17/01; 17:36:32MT - usagold.com msg#: 58231)
(No Subject)
Treasury is now goosing the stock market one way or the other on a daily basis. This administration like the previous administration is using gold, silver and other commodities to support banking and bankers. There is two ways for money to come into circulation, (1) borrow it into circulation, (2) print $330, buy 1 oz of gold and sell it on the open market for $270. It costs the Government 10 cents to print that $330. That still leaves a profit of $269.90. This is like farming, mining, which are a dangerous form of exploitation for it is driven by the force of capitalism, which dictates that profit must be made through least cost. Low cost of gold provides stability to the dollar. There is presently $18 trillion interest rate derivative position at Chase Morgan alone and there is at least another $100 trillion interest rate derivatives on the books with all the other banks in the USA. Our money supply as represented on the books of banks is created by credit on some form of property. Gold is no longer represented on the books of banks nor can be created by credit. Gold is simply used to fund banking. Credit creation gold made up of a bundle of commodities (metals, fuels, grains) and housing now represents the book value of banks all created by credit.

Tree in the Forest (07/17/01; 17:24:19MT - usagold.com msg#: 58230)
Secret Societies
In response to Belgians query re: the Bilderbergers, I offer whatever meager information that I have. One caveat before we start. I am not a member of these groups (LOL) so I cannot guarantee the accuracy of my data.

The Bilderbergers are a fairly secretive and very well guarded group. The link I provided gives a lot of info on them via newspaper articles. I do know that they were founded in 1954 by one of the crown princes of Europe. Their first meeting was at the Bilderberg Hotel in the Netherlands hence the name. At least one reporter has faced arrest and detention trying to get stories on them. They would seem to be one of the higher up groups in the cabal world. Certainly higher than the CFR and The Trilateral Commission. If Rockefeller and Rothschild are there, that has to be significant.

These have to be two of the richest families in the world. Supposedly Rockefeller bought Japan after WWII. If you go the Sony website, they explain the origin of their name as have something to do with "sonic". I heard that it had more to do with Standard Oil of New York. In any case, Rothschild is no slouch either. He tries to keep a low profile and enjoys having a financial reputation of something of a has been, but this is anything but true. Both of these families have probably achieved trillionaire status. I find it difficult to believe that these men could be front running someone even more powerful.

The organization would appear to have both it's regulars as well as occasional guests. Many well known names have attended one or more meetings including the three wise men (Soros, Buffett & Gates). Lord Rees-Mogg (former editor of the London Times) has attended a meeting as well and he, along with Davidson and Bonner (of Daily Reckoning fame) would appear to be on our side.

There are of course many other powerful societies but their level in the hierarchy I do not know. The Committee of 300, the Bavarian Illuminati, Skull and Bones etc. David Guyatt claims on his site that Skull & Bones is at the pinnacle of power. But his arguments are not as well researched as his work on black gold. I have my doubts about Skull & Bones being part of the power elite. I have an extensive article on this organization written by a former Yale student (Skull & Bones resides at Yale) which would seem to thoroughly debunk Skull & Bones as a powerful society, likening it more to a college fraternity (and a rather amusing one at that). It is rather long and not on topic so I hesitate to post it.

There are also powerful organizations like Majestic-12, claimed to be a secret government within the US government. For more information on this, go to www.abovetopsecret.com. And then there are the Japanese societies but that's another long topic.

In addition I should mention a little known secret society known as The Club of Isles. I have found very little information on this group. It is supposedly made up of the former crowns of Europe and led by Queen Elizabeth. They apparently want their kingdoms back and would like all of us to be their merry serfs and till their fields for them. This is one of the reasons why I constantly harp on the issue of the power elite wanting to return all of us to a state of servitude. The Queen of Hearts would like her colonies back!

In fact I did read an article somewhere which said something to the effect that in order to end the American revolutionary war and sign a treaty, our Founding Fathers had to agree to give the Chancellor of the Exchequer of Great Britain some sort of financial power in the fledgling country. We may well have a number of disadvantageous treaties (including NATO, the UN etc.) which supersede our Constitution and it could wind up being in our own interest to start a war with Europe in order to abrogate these treaties.

The concept of trans-generational secret societies is an interesting one. I have had my doubts about the ability of these men to achieve an ongoing conspiracy spanning many centuries. The reason for this is simple. These men are invariably psychopaths (some would say partial psychopaths, I would say smart psychopaths) and their primary motivation is always self interest. They can have no true loyalty to a cause or organization in the sense that you or I would understand the word "loyalty". They have no true honor. They find themselves, by inheritance, a member of an old organization, and as long as it provides a return to them, they stay with it. On the day that the Bilderbergers no longer provided them with any benefits, they would abandon it in a heartbeat. So their conspiracy is accidental, more by happenstance and possibly temporary.

In fact, a better example of a trans-generational society (though not secret) would be American patriots. While their inheritance is also serendipitous, they take it to heart and admire greatly the Founding Fathers, men of great moral courage, intellectual honesty and ethics. These people are not psychopaths. They are the opposite of psychopaths, they are men of honor. They stick with their nation through thick and thin. No "summer soldiers" or "sunshine patriots" here.
This is a true trans-generational society. In fact one could say that the patriots of any nation, make up a trans-generational society. The Bilderbergers are cohesive only while it is in their interest.

That's about all that I know of secret societies. I hope that helps Belgian!


Horatio (07/17/01; 16:41:41MT - usagold.com msg#: 58229)
South Africa
A strike in S.A. only means that that the hedging is over ,its a contrived method reverseing the fortunes of gold.
It means they can't borrow any more gold to sell and therefore have GOTTEN ALL THEY ARE GOING TO GET out of S.A,SO WHY NOT make some money on the up side.Taking S.A. gold production off the market will surely boost gold prices in the rest of the world even though S.A. stocks may be left behind.Time to buy gold stocks OUTSIDE of S.A..Canada , U.S. and Australia are politically safe and have good stock markets.A strike is a perfect cover story for the minipulation that is about to take place.Remember, this whole business started with a plot to get future production in S.A.out of the ground buy selling above ground gold and mortgaging whats left in the ground.Then spiriting the cash out of S.A..British gold sales are nothing more than laundering gold for the "Anglo"and the Cabal .Simply to get the wealth out of the ground. The strike will be the perfect cover story.imho


Belgian (07/17/01; 16:27:16MT - usagold.com msg#: 58228)
Yours Opinion on...
The € and Yen are fluctuating approximately at parity for some time now. What if the Japanese intend or threathen with connecting the Yen to the € and use their vast dollar-reserves as a stick behind the door ? More and more possibilities to challenge the US supremacy seem to exist.

Belgian (07/17/01; 16:11:29MT - usagold.com msg#: 58227)
@ HBM
Yes Sir, I jumped on the Bilderbergers. Thanks to that gentle little push of yours, in your last posting.
Very, very instructive from A to Z. A few ephemeric reflexions after diagonal reading.

There are a lot of FOA fundamentals, clearly recognizable, in the 50 years of history. A subtle relationship between Europ and the US that resulted out of D-day 1945. The Belgian and Dutch participants/members aren't a surprise to me (you warned me). The characteristics of these captains are well known.
I suspect the (OPEC)oil/Euro link is a very high probability. Bernhard from Holland-Royal Dutch-France-Saddam Hussein and the oil/€ trial balloon-etc...all these little shacles of the chain. So far I couldn't detect any gold links. With the maigre exception that Davignon is Anglo American connected and South Africa sympathized.
Most of the mentionned captains of industry have strong interest in a strong dollar (their corporations). I will be jig sawing for a couple of weeks with everything that the yahoo searcher can come up with, about the Bilderberger pragmatics.

The word "stability" pops up in almost every speech. Is Genoa going to focus on "currency" stability with or without our beloved Yellow ? What other buffer can we come up with for the coming transition in €/$ relationship ?
It is crystal clear that the original EMU-thinkers / planners, already wanted a "strong" Europ. And today they have to agree/barter with the US, about "how strong" Europ is wished to be. So the finilization of this agreement must already have been prepared and must be the reason why the US and EMU, made arrangements about Gold ? These arrangements must have started in 1994/96 where all of a sudden POG started to behave in a difficult to explain way.
(my chart interpretation)
Three in the forest, do correct me if I'm wrong or imprecize. Thanks.



Tree in the Forest (07/17/01; 15:57:12MT - usagold.com msg#: 58226)
Manufacturing capacity utilization
Bullion at the other board says that manufacturing capacity utilization is at it's lowest since 1983. Wow. Not very encouraging is it?.

CoBra(too) (07/17/01; 15:56:33MT - usagold.com msg#: 58225)
@CM - I would if I could ...
- Got a leetle beetle in my system - so just hold on until I can, again communicate, without the problem. And as I tried to hide behind the bottle of Tullamore Dew - I was found out just to be swilling the other brown brew - See you - and take care too - cb2


Tree in the Forest (07/17/01; 15:53:00MT - usagold.com msg#: 58224)
Steve H, TIH, Belgian
Steve H: Hasn't Christian been saying for a while that the US has been selling gold into the ground and using the proceeds to prop up the market? Well they could have done this through the ESF or through JPM/Chase and Goldman Sachs. Maybe all three are involved.

TIH, Belgian: Gold will go next week. They're gonna slice the dollar real thin at Genoa. Anyone want a $alami $andwich?


Cavan Man (07/17/01; 15:38:35MT - usagold.com msg#: 58223)
@CB(too)
Enough of that Tullamore Dew and send a post card (would you!)?.....CM

CoBra(too) (07/17/01; 14:58:35MT - usagold.com msg#: 58222)
Genoa - A Challenge or a golden Opportunity!?
Woe is me ... shame and scandal to the global family ...
as we can't see across golden handshakes, South Tyrolean earthquakes, milkshakes and G-Spans mistakes.
Shucks, JPM/C and GS sucks ... the rest of us dry - on derivative monstrosities a' la Dracula's prey.

TIH & Belgium ... As you've been reading between the lines - So have I! Though I definitely suspect, this Genoa Meeting may very well be historically compared to the 1922 Genoa Meeting (Gold Standard watered down to gold exchange standard).
As we can't expect a new gold standard - I, personally don't expect anything close to a pre 1922 G.Std. (almost wrote GS (god bless, or better forbid!) - but the question is, can we go on, on a monetary status dominated by the US$ on a global basis? Pricing any and every real product in paper fiat and, additionally on credit from the FED, just for the sake of keeping the status qou in limbo?

Well, I, for one don't think so! The product and produce of my work, as maybe the rest of the world will see, won't be free of charge, just because it was bought at large by fiat credit from creditors without the merit of repaying in kind. - And what comes to mind - Richebaecher's postulations of the consumer of last resort!

A great concept - as long as it lasts - and then, you can do more to prolong the feat and cheat by using the core of the $-Reserve supremacy to extasy. As the world will applaud, loud and clear for a while, before it sinks in ... hey, Juan, Hans, John and Min, we're effectively working for our kin in the US of A - extolling our produce for the abuse of our own suffuse - in a currency sense - abstruse!

Back to Genoa - and as I feel, there will be some political clout to challenge the $-Supremacy, no doubt?

As long as the US represented the global engine of economic growth, no-one dared or wished to put the spanner to the wheels, though, now it's more like the export of inflation, which feels like the initiation of spinning wheels. An eerie semblance of a notion of long forgotten boom and bust cycles, in the economic, com(ic)mon sense, left behind in the hyper productive new era of cyber-tech non-sense.

So, where do we go from here? To a recession, depression scenario? - May be the best bet, yet there may be some other alternatives, as in perusing the vastly differing stages of development of the rest of the world in a positive and not abusive manner - would be real Manna! ... Though I doubt, that this spin will be spun out, without the clout of the US$ -et al hammer!

Again, back to Genoa! Got lost again ... because, in vain, I was speculating as to the intent of this event. Though, still I feel the real issue at stake, will be who's money will be either ongoing supremacy, or else in jeopardy!

In essence - they, who may have the gold will rule - pray, that they convey to the challenge ... and come true .. cb2









escapethematrix (07/17/01; 14:24:26MT - usagold.com msg#: 58221)
The U.K slides ever closer.........
http://quote.bloomberg.com/fgcgi.cgi?ptitle=Top%20Financial%20News&s1=blk&tp=ad_topright_topfin&T=markets_bfgcgi_content99.ht&s2=ad_right1_topfin&bt=ad_position1_topfin&middle=ad_frame2_topfin&s=AO1SMXxPQRXVybyBH
Snippet:

``If the U.K. is going to try to move into the euro, it will need a lot of political support, and having the support of Tories will be an advantage,'' said David Gilmore, a partner at Foreign Exchange Analytics in Essex, Connecticut. ``It won't seal the deal, but it will make it closer.

As TG has said, just the perception of the eventuality of it
will get the ball rolling.



Netking (07/17/01; 13:05:01MT - usagold.com msg#: 58220)
@Jayze
http://www.platts.com/stories/pr1.html
Jayze - still meeting & negotiating?

Snippit;
"South Africa's National Union of Mineworkers (NUM) and all major gold producers are to meet Tuesday with the Chamber of Mines of South Africa in a final bid to resolve a negotiations deadlock, a NUM spokesperson said Monday. If gold producers are unwilling to accept NUM proposals, or don't have realistic proposals of their own, a ballot on a national strike will take place among the 155,000 mine workers, the spokesperson said. . . ."


Netking (07/17/01; 12:59:42MT - usagold.com msg#: 58219)
Belgian
(58209)Sir Belgian,
I'm expecting a good finish to the year for PM's. We know what's going to happen, but timing is always more difficult yes unless our name was W D Gann! The 'Mighty USD' looks tired, the Euro's time in the sun will come. Gold charts in Euro & AUD look interesting currently. Not a time to be in many equities especially some bank stocks.


jayzee (07/17/01; 12:17:37MT - usagold.com msg#: 58218)
So. African Gold Miners Strike
Has anyone found any news about the possible gold miners strike in SA? If so, please post important parts of the news, or give a source. Thanks!!!!

I believe that the banks and foreign governments will pressure the SA Government and the mines to settle, in order to keep the POG low.


admin (07/17/01; 11:25:33MT - usagold.com msg#: 58217)
Sennholz?? Good background from Sennholz found down the hall and to the left
http://www.usagold.com/SennholzPerilDollar.html
"A Perilous Dollar Standard" in The GILDED OPINION

It begins:

"Hardly a year passes without a financial crisis. In 1998 the virtual collapse of the Russian economy led to serious losses on markets in Asia and Latin America. And the spectacular crack-up of a prestigious investment fund, Long-term Capital Management of Greenwich, CT, shook U.S. markets. The Federal Reserve felt compelled to move three times to stimulate economic activity by easing credit conditions to keep the U.S. economy from falling into a recession. The world monetary order which rests on the U.S. dollar as the most prominent reserve currency seems to be no stronger than the weakest link......."


Old Yeller (07/17/01; 11:08:16MT - usagold.com msg#: 58216)
Sennholz weighs in on the Fed
http://www.sennholz.com/ratecuts.html

Yet another well presented and articulate questioning of the Fed's management of the world's economic destiny.

Isn't it amazing what little interest the mainstream financial media has in positions such as this,while in the meantime,hanging breathlessly on Greenie's confusing and amorphous ramblings.

Thanks to Ed Bugos for the link.


Belgian (07/17/01; 09:54:08MT - usagold.com msg#: 58215)
Whoops Bushps
Another word from the speach "stability" in the context of currency ! Where does that sudden Duisenbergh-ites comes from ? Georgie goes euro ?

Centennial Precious Metals, Inc. / USAGOLD (07/17/01; 09:47:13MT - usagold.com msg#: 58214)
Hard assets... Easy access!
http://www.usagold.com/gold/coins/liberty.html


They make new BULLION every day.

They stopped making these BEAUTIES long ago.

A fixed supply has its advantages.

Call Centennial to discuss the investment strategy that's right for you.



Belgian (07/17/01; 09:42:11MT - usagold.com msg#: 58213)
Bushhhhh Speechhhhhh
Covered under the social jabbedabbedoe : he mentionned "DEBT" ! It doesn't matter, who's debt he was referring to. I just have a strong affinity with that particular word, especially, when it pops up at a banker's table ronde.
My interpretation is that Debt seems to be a similar nasty pain problem to Bushie, as oily was to Clintclown ?

Especially, because, Europ's media only transmitted the social ladadi and judged the debt part as totally irrelevant. And we alllllll fullyyyyy agreeeeee on that...

BTW, why that stop over in London, before boarding to Genoa ? Funny that all these stupid events suddenly become so meaningfull. Naahhh, a bittie shizo, nooo.


Buena Fe (07/17/01; 09:06:35MT - usagold.com msg#: 58212)
PS
Many thanks to all those on the Forum and Gold Trail for their tireless, sometimes thankless efforts in trying to illuminate the financial trail of life.
BF


Buena Fe (07/17/01; 08:52:12MT - usagold.com msg#: 58211)
The Invisible Hand
Thank you for your efforts to keep the forum up to spead re: G7-8-10 and Genoa. My time here is limited due to committments. As many others have said "Gold is political" in every way.

FOA, I believe, sees to the inside what many of us have a "knowing" about; that the world today has two competing/waring(boxing) monetary/banking/reserve-currency groups. This title-match is being fought in the ring of perceptions. The heavy weight champ is weakened and dying, (too many blows to the head and kidney's, although most westerners can't percieve/accept the fact), the other is eager to become champ, but remains content (strategy) to waite and allow circumstances to weaken their opponent before attempting to deliver the knock-out blow (announcing euro=oil &/or direct love (purchases) of gold), so as to avoid/minimize the posibility of the champ throwing one last brusing blow (militarily(?)) before the match is decided by the judges (the hearts(perceptions) of men).

Spectators the world over are placing their bets based on their perceptions of who will leave the ring as the champ. Politics plays a huge role in how the fight is refereed (it is never fought fairly).

In the end gold wins I believe.


LeSin (07/17/01; 07:37:37MT - usagold.com msg#: 58210)
Thoughts from Singlion from the "Other (GE) Forum"
Sounds Familiar, Yes?


East Asia at the seam 
(singlion) Jul 17, 00:07

Japan takes its complains to the WTO against China.

The row comes about after Japan imposed curbs on imports of shiitake mushrooms, leeks and rushes in April.China retaliated, imposing tariffs on imports of Japanese-made cars,cellphones & washing machines.

There are alot of structural problems in Japan. Her stresses radiate out to all in East Asia and beyond.
For one, rice is planted in Imperial Tokyo which at one time is not only the most expensive in the world but also for the fact that practically no transactions on actual land-sales take place.

Of course we know better than that. Money has come full circle. Debt-money has become an instrument of barter.
At present, the Singapore dollar can be taken as a proxy for all that are going out, leaving the $ as the last frontier. The Euro waits at the door.

All will go out , one by one, as new one may takes their places, as instruments of barter in all the world trades. When all these are going on, the wealth function of gold is hidden except for the decerning few.

BP BC BN

The Mighty$ " 
(singlion) Jul 17, 09:29

How Long Can This Last?:

If (when) U.S. markets continue to fall and the Dollar continues to rise, foreign investors will be faced with an untenable situation. Recession is covering the world with frightening speed. This makes it ever harder to raise and/or earn capital. A large portion of world liquidity is already being tapped to offset the gigantic U.S. current account deficit. There will come a point when it is impossible for foreign investors to continue to buy more U.S. Dollars to shore up their existing U.S. investment positions. The faster the Dollar rises, and the harder the global recession bites, the more quickly that point will come.

At that point, the fact that lower U.S. interest rates won't save the situation will become impossible to ignore. At that point, the U.S. Dollar will keel over - probably spectacularly. At THAT point, with nowhere else to turn, capital that can still be rescued will look "outside". That will be GOLD'S time.



Belgian (07/17/01; 07:20:22MT - usagold.com msg#: 58209)
Response +
- Thanks BB, I do my daily follow up on your energy reports. The politico/economico consequences are a global matter. Please, continue to consider them in your added personal comments on the facts.

- Invisible Hand : You seem to be in quite a holiday mood.
CB2's comments pushed me one step further. US-Debt cancer is proliferating globally and we must gather evidence on the degree of uneasyness that all the G's want to express in their causy reunions.
I would like to comment on the gold standard later.(potvolkoffie, weg met da lelijk beest :-))

- HBM : I've already such an ugly face from running against walls, that a large dosis of anti-ego is the best plastic surgery available. A smile with much relief.

- Netking : remember that my TI (interpretation) on the silver chart about 2 months ago, said something about a "Dome" pattern and boiling silver underneath it...?
At present, the roof of that particular dome hasn't yet be pierced upwards. And momentum (boiling) is declining.
cfr. a lot of non ferros plunged downwards in almost free fall. Ag, seems to show signs of the boink, boink double bottom. I'll be waiting patiently for the silver speer to pierce the dome-roof, together with you.

Altough I still am an E-waver (+ Fib.-adept), Prechter's dramatic mis-interpretation(s), made me an extremely cautious fellow. If such a team of experienced brains, does make such enormous mistakes...etc...etc...

Your recent post also mentions, the comments of a small Fund, that, like all others, do want all the best for their clients, investors. The one-liners that are smashed against gold, physical of course, are Hare, hare, hare, you know (mantric) who. Well, that linear yadayada, is starting to amuse me, belief it ot not. Kind of a physical (!) pleasure,yellowish naturally.

Some chart interpretation : €/$ power-balance, seems to incline to the € if my interpretation of the charts from Gilette and Proctor& Gamble does make sense. Bot multinationals suffer declining profits from the strong dollar and were on the decline for 2 1/2 years. Well that LT decline has been broken. Is that a precursarry sign ?
At the same time, POO-chart is on the support-line of a clear pattern. Make or break ? The USTB-30 is still consolidating and trendless. POG hasn't destroyed its reverse SHS pattern that suggest the present bottom wants to hold. Major goldmine charts are in a corrective wave IV (down) and suggest a nice wave V (up) is still in the carts. This mambo V is usually the most powerfull in commodities. We will see said the blind, where the deaf shouted...what ?


Usul (07/17/01; 06:30:04MT - usagold.com msg#: 58208)
Coyote
Sometimes, the coyote climbs out of the hole, miraculously unharmed... but a small darkening spot on the ground grows, slowly but steadily, as the coyote looks skyward; his expression of relief turns to one of horror, as a thousand tons of short gold lands abruptly on his head.


Black Blade (07/17/01; 06:26:23MT - usagold.com msg#: 58207)
RE: Belgian: Energy - Oil and Energy - US vs. Europe



Good to see our European friends here "feasting" on discussion at the Round Table.

The short answer is that the energy crisis in the US is in power generation. A shortage of oil can potentially be a problem if demand increases and the producers are unable to produce sufficient quantity. This almost happened last year as there was about a 2 to 5 million bbl spread this last year, However, no one seems to notice that heating oil production has come to a standstill ahead of this winter. Another point is that "Cheap Oil" is in decline and that by about 2010, the decline rates for World wide oil production should peak. OPEC is the wild card here as they have a new found discipline and seem determined to keep oil prices at a minimum of about $25.00/bbl. This however, does not mean that Europe is out of the woods. The politics of the World is relatively unstable and if the Arab OPEC members should feel that they need to use oil as a political weapon as in the 1973 embargo then we could see a World wide recession that would make 1973 seem like a picnic. The North Sea oil field on the other hand is in decline having reached the production peak last year. We have seen the end of what can be termed "Cheap Oil" as prices are much more likely to rise from here than decline.

The energy crisis in the US is a major concern as it is the World's major economy and a major economic disaster in the US will have ripple effects that would take down the economies of the rest of the developed World. Natural gas is the key in the US - the US can't function without it. We don't import natural gas except via pipeline from Canada and a minuscule amount of Liquefied natural gas. These supplies will come under pressure as virtually every new power plant in the US is NG-fired. The drill rig count has doubled over the last 2 years and yet production is nearly flat. Decline rates are high for NG fields and much of the production is in nonconventional production such as coal bed methane (a potentially large source). When demand rises as temperatures rise or fall, the prices will rise. Right now moderate temperatures have kept NG and electricity prices depressed. Still NG and electricity prices are 2 to 3 times higher in most of the US over 2 years ago and beyond. It is quite amusing that the media gloats that energy prices have come down - but from where? - a temporary spike to $10.00 Mbtu in December last year? On average the US consumer and the US manufacturer still is paying much more for energy than a couple of years ago. As the US economy goes, so goes the rest of the World's economies. So oil is not as much of a problem in the energy crisis picture - but NG and electricity in the US is the real sleeper as this is more pervasive through the US economy and by association the economies of the rest of the World. Cheers!

- Black Blade

BTW, I would like to go into this in detail, however, I caught your post on my way out the door.


Hill Billy Mitchell (07/17/01; 06:01:25MT - usagold.com msg#: 58206)
Belgian @ # 58204
Sir,

I do hope that you are right about the "political unfolding, the RE-VALUATION of Gold". I concur with your take on the politicians and the attempts to climb a rope attached to thin air. I get a mental picture of the coyote, the animal that always chased the roadrunner and discovered to his great demise that he had run "right off the cliff side road". As I recall he had this look of panic on his face as discovered that he could not move his feet fast enough to overcome the law of gravity. When he realized that he was standing on nothing and had nothing substantial to grab hold of, down he fell at the rate of speed demanded by the laws of physics. As far as I can remember not once was he able to orchestrate a soft landing. I suspect that the politicians will find themselves in just this predicament and will find no bailout from the CB's. There will be no soft landing, not even a hard landing, but a crash landing. The politicians will land on the spectators (the voters). The world will change and the change will not be gradual, IMO. Some politicians will survive but only at the behest of the central (read international) bankers

When you get your answer from TREE as to the term Bilderbergers, I expect that you will be greatly surprised to find that you may know more about them than we Americans do; however, Belgians, I am sure, have their own words to depict the group. Hint they are not politicians. Tree will tell you all about it.

Sir, you do combine an extreme amount of intelligence with an appropriate degree of humility. Your views from the other side of the Atlantic greatly help us. I sense that the time zone change in your cyber travel may sometimes result in cyber-lag. Do tell us more about yourself if you do not mind our prying. Your use of the English language is marvelous.

Very respectfully,

HBM


The Invisible Hand (07/17/01; 05:37:22MT - usagold.com msg#: 58205)
G10 speculation
Dear Belgian:

You are asking me to update you and dig somewhat deeper into the G10-Genoa happening because I like to read between the lines and this forum offers that much to contemplate that I need some help to link it all together.
I am only reading between the lines.
I have three Yahoo news alerts running on G8 , G10, Group of Seven and one more, but they aren't talking about what I (we?) want. I'll set a new alert on Genoa.

As I wrote:

The Invisible Hand (7/11/01; 01:34:03MT - usagold.com msg#: 57873)
G7, 8, or 10 - Has anything been prepared?
Buena Fe,
You wrote in:
Buena Fe (7/6/01; 08:13:37MT - usagold.com msg#: 57585)
To Rome
’Watch for the Roman Agreement (G7-Sunday)’.
CoBra(too),
You are writing in:
CoBra(too) (07/10/01; 18:09:18MT - usagold.com msg#: 57844)
The 17 hundred tons at West Point - Reclassified!
’... See you after Genoa ‘.
As I understand it, Rome was a preparation for Genoa on July 19, 20 and 21.
Have any steps been taken last week-end in Rome to come up with a gold-related solution for the euro/dollar exchange rate in Genoa?

To which CoBra(too) replied:

CoBra(too) (07/12/01; 11:31:33MT - usagold.com msg#: 57953)
Re - Genoa Summit July 20-22
@ The Invisible Hand - The Rome conference of the G7+1 was in final preparation to the Genoa Summit of the Heads of State, which may well be the most important meeting of the G7 or more in a long time as it will be dominated by monetary and currency matters on a global and, perhaps more on a geo-political level.
It may well be that President Bush expects to sign an agreement to give the U.S. a perpetual global "credit card" as Bill Buckler has termed it recently.
In view of the overall numbers of the vast U.S. credit expansion this demand will be met with mounting resistance:
- 1992 total US credit stood at 15.2 Trillion in March 2001 it stood at $ 27.9 Trillion, an increase of 83.6% in 9 ys.
- 1999 US NET external debt $ 1.52 Trillion vs $ 2.19 Trillion, an increase of 44.08% in one year!
- 1992 the current acct. deficit was $48 Billion in March 2000 it stood at 449.3 Billion - a tenfold increase!
... And that is what the US wants to perpetuate. So it will boil down to the real issue as to will there be room for the EURO as a second global reserve currency in stages, or will the $-Supremacy fight to the end? This latter alternative comes close to declare economic war, though in the end it will lead to global recession and depression. The first alternative will at least leave us some glimmer of hope that the mess the $-hegemony has created for itself and now for the rest of world, though ambiguously- at an accelerating pace in recent years - may work itself out come time and come mutual assistance - instead of head on confrontation.
The chances for this scenario may be poor, indeed IMHO -cb2

I can only ask questions and read between the lines.
Wish I were still living in Europe. Could go distributing pamphlets, arguing for restoration of the gold standard, in Genoa.


Belgian (07/17/01; 04:40:32MT - usagold.com msg#: 58204)
Forum tour....
Black Blade : your opinion/judgement on the following, if possible.
Presently, Europ isn't showing any signs (publicly) of energy problems. It seems as if (only) the US is confronted with deep structural problems. After the swift protest against painfull POO in Europ...the POO stopped its disturbing increase and is consolidating.
My question is: is this coincidal or is this evidence of the Europ/OPEC comradeship in progress ? Thanks.

Invisible Hand : can you update us and dig somewhat deeper into the G10-Genoa happening. I know y're an expert on reading between the lines and this forum offers that much to contemplate that I need some help to link it all together.(kzal oe alteid nen dikke merci zegge zenne)

Tree in the forest : please, can you synthesise the Bilderbergers (Giant=?) powers in a few sentences. Apart from the name, I know nothing about these fellas. Thanks.

GFD : Russians and Gold. The harbor of Antwerp (Belgium) is flooded with trading Russians and they are always connected/attached to gold, yes the physical of course. And indeed, how are they going to solve that immense "Rouble-Rubble" problem ? Imagine they bring gold on the agenda with the present amical gestures towards the chineze.
Is their a genuine political unfolding or just some boring pass time events ? Russians and Chineze, together will have to position their confetties on the global arena. Follow up!

HBM : Gold Funds : Indeed, good man, it is as simple as you describe it. Again I have to adjust my degree of naivety and get down a bit closer to mother earth. Thanks.

Political Unfolding : the RE-VALUATION of Gold will not materialize trough a mass spontanious move that cries out that enough is enough and starts to accumulate en masse as to put force on the protest. The revaluation must happen rather stealthly trough the labyrinth of political detours.
The collectivity is not going to proclaim loud and publicly that all the money was just nothing more than confetti and that we all should stop in gathering/saving/reproducing it.
It is an ultimate excercise of balancing on an unstable rope hung on the highest point of the global confetti circus. The spectators are still voters, aren't they.
And politics are using a very, very strange language / symbols and smoke screens of all kinds. That's what we are trying to unraffle here (cfr. my question to BB)

Your vieuw of the past POG-spikes : At the time I wasn't connected to the www (and USAgold), I was only relying on charts, technical interpretation and intuition. In that blind period, my conclusion on gold was extremely simple and affirmative : there is something completely wrong with the most universal of tangible exchange object (gold) and something dramatic is hanging in the air. It was (and still is) POG's behaviour in an abnormal timeframe that made the conclusion. Later on, I intuitively choose your "Physical Road" and I do feel more and more comfortable with it.
Do keep on trusting your intuition. It is something very powerfull (ask women). Thank you Sir.

Steve H (#58182): USTB for underground Gold !! - ??
WAwwwww, what a story. Do you have a fraction of evidence that even a part of this explosive event would carry some substance ? It only mentions major hedged US mines...
Is this a reason why the South Africans never aligned/merged with the US mines ?

Slingshot : order replaces chaos and understanding replaces fear...that's exactly what I'm working on. Prima synthesis of yours.


Netking (7/17/01; 04:04:02MT - usagold.com msg#: 58203)
Gold Bugs Are Saying Their Time Has Come
http://cnniw.yellowbrix.com/pages/cnniw/Story.nsp?story_id=22237956&ID=cnniw&scategory=Metals+%26+Minerals%3APrecious
Snippit;

". . . . Wistar Holt is nuts. Then again, maybe he's just a lot smarter than the rest of us.

Holt is a senior portfolio manager at Prudential Securities in Clayton. His clients let him make decisions with $15 million of their money.

Early this year, he dumped nearly all his stocks. He put the money mostly in gold mining stocks, along with a heavy dollop of cash.

For the moment, that looks like a smart call. The S&P 500 index of large-company stocks is down 10.5 percent this year. Holt says his clients are up 10.5 percent.

Gold stocks are the refuge of doomsayers. If you think inflation is about to go through the roof, you buy gold. Do you think the U.S. dollar is about to fall off a cliff? Then gold might be golden.

The easiest way to play it is through gold mining stocks. The mining stocks generally move in anticipation of swings in the price of gold.

Holt is certainly preaching gloom. He thinks the stock market is overvalued. After all, the S&P 500 index is still trading at 28 times earnings, while the 50-year average is 16.

As hopes of a second-half rebound fade, stocks have been sinking lower. But why bet on a longtime loser like gold?

Supply and demand is one reason. Gold took a pounding in 1999 after some European central banks announced plans to sell off much of their gold reserves over the next several years. But the Bank of England should be through with its sales early next year, says Holt, and that should give gold a boost.

While the price of gold has been soft, the price of its sister precious-metal cousin, platinum, soared last year, notes Paul Kasriel, chief economist for Northern Trust Co. in Chicago. Central banks aren't selling platinum, he points out . . . . "


Netking (7/17/01; 03:57:37MT - usagold.com msg#: 58202)
Gold coins to be launched Tuesday
http://cnniw.yellowbrix.com/pages/cnniw/Story.nsp?story_id=22244850&ID=cnniw&scategory=Metals+%26+Minerals%3APrecious
MALAYSIA's gold bullion coin, the Kijang Emas will be launched by Prime Minister Datuk Seri Dr Mahathir Mohamad on Tuesday. The coins, minted by the Royal Mint of Malaysia, are available in denominations of one, 1/2 and 1/4 ounces.

As at July 12, they were trading at RM260 (1/4 ounce), RM520 (1/2 ounce) and RM1,040 (one ounce).

Gold's liquidity and acceptability are particularly important in times of crisis and may even be more important than its rate of exchange with paper money at such times, said a market player. . .


Netking (7/17/01; 03:36:17MT - usagold.com msg#: 58201)
Silver Bugs
The following letter copied from Silver analyst Dave Morgan's site was written on Silver in the days just ahead . . . fasten safety belts friends . . .
---------------------------------------------------------
Hi David, . . . I want to respond to the WEISS info. I don't know if youre aware of this or not but a few BIG forecastors have predicted a huge bull market in the metals, particularly silver, about to begin sometime between now and Oct-Nov. I'm talking particularly about Bob Prechtor of ELLIOT WAVE THEORY and Mr. Flannigan of PAST PRESENT FUTURES newsletter. Both of them are telling their subscribers to get ready to invest large amounts in silver. They are, however, telling everybody to wait until silver penetrates the $4.10 - $4.15 area. THEY ARE WAITING FOR A WASHOUT- the classic indications of a BOTTOM. They are happy to hear about the HOMSESTAKE buyout because it signals the bottom is near.

So,when the people ask you about this WEISS prediction of a fall in prices, you may want to tell them that major forecastors are expecting a washout SOON and then a SPECTACULAR rise. You may also want to tell them that for most investors the buy and hold strategy is the best. For example, even though prices are supposed to fall VERY SOON, I am ACCUMULATING all the stock I can now in case of two scenarios: 1) Just in case the forecastors are wrong about the fall (they are often wrong, you know). and 2)It strikes me that wehn big forecastors like Flannigan and Elliot Wave Bob Prechtor give a buy signal THE PRICES OF STOCKS WILL RISE VERY FAST and it is their MAJOR SUBSCRIBERS (the ones who pay the most money for fax services etc) who GET FIRST NOTICE OF THE BUY SIGNAL. I believe there are a lot of major plauyers waiting to put in large amts of money WHEN SILVER TESTS THE $4.10 0- $4.15 AREA (considered the 4 year low). Are you aware that in FEB of 2001 Prechtor sent out letters telling everyone to change their mindset about silver because a HUGE buying opportunity would be presenting itself in the fall? He said he was sending the special newletter because he had been telling them the metals were bearinsh for 18 years and he were about to turn int he fall. Just wanted to let you know this info. I dont know if you get the market timing newsletters but it is all over the place that silvers going to test $4.10 area IN A WASHOUT phase. I PERSONALLY DONT EXPECT TO BUY AT THE BOTTOM BECAUSE I THINK ITS TOO DANGEROUS. One could miss the big move if we wait to long and the prices touches bottom too fast with a sharp reversal.The price could rise fast when the buy signal goes out.

"For example, about a month ago, Bill Gates bought $6 million (2 million shares) worth of Pan American Silver (PAAS) and pushed the price from around $3.50 to $4.00 That's a big move caused by a RELATIVELY small amount of shares. When these forecasters give their buy signal, the stock prices may move in a huge way. $6 million is a small amount when you consider all the silver bull subscribers AROUND THE WORLD waiting for the word to buy. . . ."


Turnaround (7/17/01; 03:18:15MT - usagold.com msg#: 58200)
Black Blade- Crisis? What crisis?


Black Blade (07/16/01; 23:09:09MT - usagold.com msg#: 58197)
Asia Tanking!

Hey, whatsa big deal? If you've seen one global economic collapse you've seen 'em all.



Gandalf the White (7/17/01; 00:30:47MT - usagold.com msg#: 58199)
Thanks Trail Guide for letting us listen to "the talk" !
<;-)



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