Analyse Matières Premières : L'argent

[Satyuga]

@ poiuy et van,

Merci pour vos réponses, OK pour Ebay pour écouler le stock au fur et à mesure des opportunités mais quelle fiscalité dans ce cas ? (MP si besoin).

Bonne fêtes à tous et merci aux contributeurs réguliers qui partagent leur expérience

[van]

Salut.
En réponse: Va relire les analyses de Roque; il en parle clairement.

En Belgique, fiscalité: 6% !

En France, c'est plus.

Citation de : Satyuga (au 30-12-2010 16:43:07)

@ poiuy et van,

Merci pour vos réponses, OK pour Ebay pour écouler le stock au fur et à mesure des opportunités mais quelle fiscalité dans ce cas ? (MP si besoin).

Bonne fêtes à tous et merci aux contributeurs réguliers qui partagent leur expérience

---

[poiuy]

Extrait de "The silver bear café"

Part 1. A little math
demand exceeds supply by 37%.

Part 2. Who needs silver?
Just about everybody.
The physical properties of silver include ductility, electrical conductivity, malleability, and reflectivity. The demand for silver in industrial applications continues to increase and includes use of silver in bandages for wound care, batteries, brazing and soldering, in catalytic converters in automobiles, in cell phone covers to reduce the spread of bacteria, in clothing to minimize odor, electronics and circuit boards, electroplating, hardening bearings, inks, mirrors, solar cells, water purification, and wood treatment to resist mold. Silver was used for miniature antennas in Radio Frequency Identification Devices (RFIDs) that were used in casino chips, freeway toll transponders, gasoline speed purchase devices, passports, and on packages to keep track of inventory shipments. Mercury and silver, the main components of dental amalgam, are biocides and their use in amalgam inhibits recurrent decay.
Fun Fact: Silver (not gold, copper or anything else) is the element with the highest electrical conductivity.

Part 3. People lie…..
"…I want to make it equally clear that this nation will maintain the dollar as good as gold, freely interchangeable with gold at $35 an ounce, the foundation-stone of the free world's trade and payments system." - John F. Kennedy, July 18, 1963

"That we stand ready to use our gold to meet our international obligations-down to the last bar of gold, if that be necessary-should be crystal clear to all." - William McChesney Martin, Jr. (Federal Reserve Chairman) December 9, 1963

And…..



Lesson: When someone says you can exchange paper for precious metals - make the swap before they change the rules.

Since the invention of paper, people have been writing bogus notes, and if there are two time-tested methods to become wealthy beyond your wildest dreams, they are: 1)Selling stuff that doesn't exist and 2) Selling stuff you don't actually own. Unless you believe there has been a sudden outbreak of integrity in the banking industry, there's no reason to believe these dynamics are not still in play, is there? As recently as 2007, Morgan Stanley settled a class-action lawsuit with 22,000 clients who bought and paid storage on "phantom" silver (check out the Ted Butler article Money for Nothing).

At today's prices, a million dollars in gold weighs less than fifty pounds, but a million dollars in silver weighs more than 2,300 pounds! So ask yourself, how many rich people are storing their own silver? How many hedge funds hold physical silver in their own storage facility? Or have they entrusted the storage to the big banks?

JP Morgan is the custodian of the ishares Silver Trust (SLV), which now holds over 350 million ounces of silver, provides sovereign and corporate investors with precious metals solutions (JP's website), and is the largest short seller of silver in the history of the world. Berkshire Asset Management's Eric Fry writes:

Based on some of the latest conjecture, Morgan's short position totals a whopping 3.3 billion ounces. If, therefore, the buzz about J.P. Morgan and silver is even half true, the prestigious investment bank could be cruisin' for bruisin'.

For perspective, 3.3 billion ounces is roughly equal to:

1) One third of all the world's known silver deposits;

2) Two times the world's approximate stockpiles of silver bullion;

3) Four times the annual mined supply of silver;

4) 30 times the inventory of silver at the COMEX.

If you can, forget about the conflict of interest, and ponder the enormity of the explosion.

Part 4. A little more math
Estimates of total silver production since the dawn of man range from 46 to 53 billion ounces (roughly 11x gold production), but unlike gold, we've used pretty much all of it (although squandered might be a better word). It's in our cemeteries (fillings) and scattered throughout our landfills. There hasn't been a significant surplus since 1990. Ted Butler and others estimate that there is far less silver bullion in the world than gold bullion and they back up their case with numbers that the paperbugs have never even bothered to refute. So why does gold trade at more than 45 times the price of silver? Because JP Morgan, the US government, and every other psuedo-capitalist parasite wants it that way. But that's a truth for another day.

Part 5. Other things you should know
The Treasury has sold 34 million one ounce American Eagles so far in 2010. Those sales total less than one Billion dollars. Apple (AAPL) trades about that much every hour the market is open. Meanwhile the Treasury has issued more than 1.5 Trillion in new debt (1,500 times more) in 2010. Just for fun, let's multiply 1500 by 34 million. A transaction of that size would have equaled every last bit of silver ever discovered at $30 an ounce. Yet you can actually find people who believe silver is the bubble.

Treasury doesn't make it easy to buy silver

They'll sell you bills, bonds and notes directly online, but not precious metals at anything close to market price. The mint only does business with 11 Authorized Purchasers (a list can be found here), Why the lack of savvy?

China can blow up the COMEXs silver market in the blink of an eye, at any moment. They can do it with their pocket change, as a goof. And if we piss them off enough, they will.

Part 6. So what's silver worth?
The short answer is: more. If silver were priced based on its occurrence relative to gold, it would be over $125/oz. If it were priced on its availability - somewhere around $2,000. But if you are content to let the likes of Blythe Masters dictate the value based on truckloads of worthless paper promises, you can expect ultra-low prices until the whole thing blows up. Of course at that point, we'll be so busy killing each other for food no one will have time to say, "I told you so."

[van]

On dirait du Roque mais un jeudi soir.



2011 s'annonce très intéressante.

[poiuy]

Merci du compliment, mais Roque est inégalable.

[lonely]

JP Morgan contrôle aussi 80 à 90% du cuivre coté à Londres au LME soit la moitié des réserves mondiales. La hausse importante du prix du cuivre n'y est pas étranger. A Londres, le contrat échéance trois mois sur le cuivre dépassait jeudi 9.500 dollars la tonne. Sur l'année, il a gagné plus de 28%.

C'est aussi le cas de l'aluminium, contrôlé à 90% par un seul acteur, et du nickel, du zinc et des alliages d'aluminium, dont 50 à 80% appartiennent à une seule entité, selon les chiffres du LME. Sans doute JP Morgan aussi.
http://www.romandie.com/infos/news2/20101222163108...

[poiuy]

Tu as parfaitement raison lonely.
La différence est que je considère l'argent non seulement comme un métal mais aussi comme une monnaie, ce qui n'est pas le cas des métaux de base.
L'argent comme l'or sont d'abord des monnaies avant d'être des matières premières.
C'est pour cela que je m'y interesse en ces temps où les monnaies de singe papier perdent la confiance qu'elles n'auraient jamais dû avoir.

[poiuy]

R2 à casser. Cela sera fait bientôt.

[poiuy]

[poiuy]

Appui sur S pour casser R2 ?

[poiuy]

[poiuy]

Gammon Gold contrairement à son nom est une façon audacieuse de travailler l'argent.
On en reparle dans 12 mois

[poiuy]

La mm50 devrait faire support

[poiuy]

Pas vraiment de support visuel avec la MM50 sur SVM

[poiuy]