Silver futures have accelerated lower since losing $18...
シルバー先物は$18を下回ってから下落を加速している・・・。
And Gold futures plunge back below $1500...
そしてゴールド先物は$1500を下回っている・・・・
Gold is notably outperforming Silver...
ゴールドは顕著にシルバーを上回る・・・。
Source: Bloomberg
One glance at the last few years and the gold price action should not be a huge surprise...
ここ数年の値動きを見るとゴールド動向はそう驚くことではない・・・。
Source: Bloomberg
As of today, China will be on vacation for
its Golden Week National Holiday and this weakness appears to be traders
front-running the traditional chaos that the rest of the world plays
when China leaves the playing field.
China will be back in business on
October 9th, and that means the Shanghai Gold Exchange, which opened in
2015 to counter Western manipulation of precious metals, will likely
help re-balance prices to where they were before this recent takedown. 10月9日には中国の業務ももとに戻る、そして上海黄金交易所も再開する、この市場は2015年に始まり西洋の貴金属価格操作に対抗してきた、ここが再開すると国慶節前の価格を取り戻すだろう。
We could be wrong, but something tells us gold and silver prices won’t stay this low for much longer and that they could well see a complete turnaround when China reopens on October 9th.
Amazonで買物をしてContrarianJを応援しよう Supply and Demand in Comex Digital Gold by Sprott Money Thu, 07/04/2019 - 09:32 Supply and Demand in Comex Digital Gold Written by Craig Hemke, Sprott Money News A few years ago, we wrote the salient article on the subject of derivative supply and demand on Comex. Given the recent price breakout and sentiment change, it's likely a good idea to re-visit this topic today. 数年前のことだが、私どもはCOMXの派生商品の需給に関する注目記事を書いた。最近の価格ブレークアウトと心理変化もあり、この話題を再度今取り上げるのが良かろう。 The post from 2017 dealt with Comex silver and the original link is below. However, since it is extremely important that you understand this dynamic, I'm going to ask the folks at Sprott Money to reprint the post in its entirely at the bottom of this page. Please take the time to read and study this full article: 2017年の記事はCOMEXシルバーに関するもので、その時のリ...
「この記事が面白いと思うなら、 Amaz onで買物をしてContrarianJを応援しよう 」 September Class 8 Heavy Duty Truck Orders Collapse 71% by Tyler Durden Fri, 10/04/2019 - 13:10 Preliminary Class 8 order data for September is starting to trickle in and, like the data preceding it so far this year - it's ugly. クラス8トラック発注がことしのこれまでと同様にひどい。 Class 8 orders were crushed 71% in September, reaching 12,600 units, according to Baird and Morgan Stanley. 9月にクラス8トラック発注が71%下落し、12,600台となった、Baird and Morgan Stanleyのデータだ。 This follows a 79% plunge in August. 8月の79%下落に次ぐ悪さだ。 This makes September the 11th consecutive month of YOY order declines and the 9th consecutive month of orders below 20,000. この9月で11か月連続でYoY発注が下落している、また9か月連続で20,000台を下回った。 Class 8 orde...
Gold - Preparing For The Next Move by Tyler Durden Fri, 03/22/2019 - 05:00 Authored by Alasdair Macleod via GoldMoney.com, Note: this article is not and must not be construed as investment advice. It is analysis based purely on economic theory and empirical evidence. この記事は単なる分析であり、投資を推奨するものではない。 The global economic outlook is deteriorating. Government borrowing in the deficit countries will therefore escalate. US Treasury TIC data confirms foreigners have already begun to liquidate dollar assets, adding to the US Government’s future funding difficulties. The next wave of monetary inflation, required to fund budget deficits and keep banks solvent, will not prevent financial assets suffering a severe bear market, because the scale of monetary dilution will be so large that the purchasing power of the dollar and other currencies will ...