杜拜風波讓中國有機會 

收購石油與黃金

中國將可以利用杜拜風波大量搶進石油與黃金。

中國預計3~5年內將黃金儲備從1068噸提升至6000噸

，甚至在十年內提升至10000噸。

Dubai Crisis Gives China Chance to Buy Oil, Gold: Report

November 30, 2009

BEIJING (Reuters) - Dubai's debt crisis could be China's opportunity to snap up gold and oil assets, a senior Chinese official said in remarks published on Monday.

No Chinese banks have yet reported exposure to debt from Dubai World, a flagship firm that last week said it was seeking to delay debt payments by six months. Some Chinese real estate and construction firms have limited exposure to projects in the emirate, state television reported this weekend.

黃金在一年之內可能漲破

$10000的十大理由

1. 各國為了振興經濟，將持續維持低利率，並大量印鈔票來繼續提供信貸泡沫抒困。
2. 中國黃金儲備率只有2%，遠低於西方先進國家的70%，或全球平均的10%。中國很可能會積極拉升其黃金儲備率。
3. 缺金(一)：十年來金礦業者因為金價不具吸引力，因次都沒有更新自己的黃金儲備體系。目前全球總產量無法供應租賃、出租、避險等業務。
4. 缺金(二)：整個人類歷史一共只開挖出16萬噸的實體黃金。以今日金價而言，還要漲15倍才能充分反應所有的美元。
5. 缺金(三)：各國開始重新掌控持有黃金。香港最近才剛剛從倫敦的銀行中提領多年來委託保管的黃金，預計將來還會有許多國家跟進。
6. 大戶(一)：各國中央銀行最有錢，為了避免單一持有法定通貨的風險，將開始儲備相當的黃金。
7. 大戶(二)：各大保險公司開始分散貨幣貶值的風險，買進大量實體黃金。152年來從未買過黃金的西北基金公司買進了六百萬美元的黃金。
8. 大戶(三)：各國退休帳戶與基金為了避免持有通貨的風險，開始將黃金納入投資組合之中。
9. 大戶(四)：大型股票債券基金也開始將黃金納入投資組合之中。
10. 黃金採礦業者不再提供避險、出租、固定價格買賣服務，這將大大增加黃金上漲的壓力。
    

總歸一句話：做多黃金就對了。

Gold at $10,000 an ounce? 10 reasons it could happen within the next 12 months…   Patrick Kerr – Amerifutures

原文（全）連結：http://commoditytradealert.com/blog/?p=3956

聯准會即將遭到歐洲銀行的融資斷頭

AIG的問題尚未真正徹底的解決，還有牽扯到歐洲銀行、杜拜、聯準會、瑞士銀行等等，牽扯非常複雜。

Is The Fed Facing Margin Calls From European Banks?

Submitted by Marla Singer on 11/30/2009 18:30 -0500

原文（全）連結：http://www.zerohedge.com/article/fed-facing-margin-calls-european-banks

摩根史坦利擔憂英國將於2010面臨國債問題

Morgan Stanley fears UK sovereign debt crisis in 2010

Britain risks becoming the first country in the G10 bloc of major economies to risk capital flight and a full-blown debt crisis over coming months, according to a client note by Morgan Stanley.

 By Ambrose Evans-Pritchard                Published: 4:09PM GMT 30 Nov 2009

原文（全）連結：

http://www.telegraph.co.uk/finance/economics/6693162/Morgan-Stanley-fears-UK-sovereign-debt-crisis-in-2010.html

2009十一月黃金白銀和國際經濟預測

不用懷疑，聯準會將持續印鈔票直到最後。我們也看不見政府赤字開支會有任何改善。或許一開始會變成阿根廷式的經濟，甚至有可能發展成德國威瑪或辛巴威的超通膨模式。當這種情形發生時，全球經濟將失去控制，黃金和白銀不知道會漲到多高，但是會有越來越多的人想要擁有它們。如果你現在不趁早準備將來必定會後悔。請你務必記得：誰手上有黃金，規則就由他來制訂。

International Forecaster November 2009

Gold, Silver, Economy + More

By: Bob Chapman, The International Forecaster

Posted Wednesday, 25 November 2009

-      There is no question in our minds that the Fed will monetize and inflate until they cannot anymore. We see no end to increasing deficit spending. That first will perhaps bring about an Argentinean economy and if we do not come to terms with reality than it is Weimarization or Zimbabweization. When this happens everything will be out of control. Who knows where gold and silver will go, but everyone will want them. You had best make preparations now or you will be very sorry you didn’t. Remember, he who holds the gold makes the rules.

原文（全）連結：

http://news.goldseek.com/InternationalForecaster/1259162277.php

美國宣布破產已是無可避免

The bankruptcy of the United States is now certain

Tuesday, November 24, 2009
From Porter Stansberry in the S&A Digest:

原文（全）連結：

http://www.thedailycrux.com/content/3455/Porter_Stansberry