記住，                             

富爸爸教我們買實體黃金不是炒短線。

不到2012年底之前，

絕對要抱緊黃金。

最近聽說2012年金融海嘯遠走之後，

才是漫長艱苦的復原之路開始…

那時候的金銀價

絕對不是現在所能想像的。

美國鑄幣廠因為缺乏實體黃金

全面停止發行一盎司金幣

GOLD NEWS

INVENTORY DEPLETION

U.S. Mint now suspends all one ounce gold coin sales due to shortage of physical gold!

Once again the U.S. mint has had to suspend sales of all its one-ounce gold coins, and some fractional ones too, as its supplies of physical gold cannot meet the demand.

Author: Lawrence Williams

"The United States Mint has depleted its inventory of 2009 American Buffalo One Ounce Gold Bullion Coins. ... No additional inventory will be made available. As additional information becomes available regarding 2010-dated American Buffalo One Once Gold Bullion Coins, you will be notified."   So said a memorandum issued Friday to authorized purchasers of U.S. Mint gold coins and reported by Jim Sinclair..

原文（全）連結：http://mineweb.co.za/mineweb/view/mineweb/en/page34?oid=94091&sn=Detail

各國中央銀行宣稱

要買進更多的黃金
 

去年一共增加130萬噸儲備黃金

Central Bank Said to Buy More Gold

The Central Bank picked up the pace of gold purchases in November, diversifying reserves as a weaker dollar boosts the appeal of bullion, according to Renaissance Capital.

Russia’s gold reserve probably rose by $790 million to $23.1 billion in the week ended Nov. 27, Anton Nikitin, an analyst at Renaissance Capital in Moscow, wrote in a research note Friday. The Central Bank increased gold holdings by almost 130 million metric tons in the last year, according to the report. The bank’s holdings equaled $23 billion on Dec. 1, a gain of 13 percent in the month, the regulator said Friday.

The bank “is successfully managing its assets via reallocating them to different classes,” Nikitin wrote. “Gold amounts in the reserves have been increasing since December 2008, and we think the amount” rose in November.

Russia plans to increase gold holdings and diversify the structure of its reserves, seeking alternatives to a weakening dollar.

原文（全）連結：http://www.themoscowtimes.com/business/article/central-bank-said-to-buy-more-gold/390967.html

  
各國央行大買黃金

金價反轉下跌訊號浮現


若以史為鑑，各國央行瘋狂搶進黃金時，也釋出強烈賣出訊號。

各國央行今年爭相大買黃金，是20多年來首見，同時，金價連漲9年後，價格仍頻創新高。央行黃金持有佔已開採黃金比重將近18%。

紐約研究機構CPM Group預估，央行今年將大買黃金1380萬盎斯（相當429公噸），總值達155億美元，是1988年來首見。黃金在1988年大跌15%，並耗時15年才重返先前價位，主因瑞士、英國等央行爭相削減黃金部位。

金價多頭氣盛，料將創下1948年來最長多頭走勢之際，印度、中國與俄羅斯爭相擴充黃金準備，黃金指數股票型基金ETF也大行其道，資金規模最大的商品對沖基金Clive Capital上月拜金價大漲之賜，績效亮麗，創下5月來最佳投資報酬。

馬里蘭大學商業系教授莫瑞希（Peter Morici）指出：「目前加入搶購黃金行列太遲了。央行投資向來失準，這反映他們對美國經濟與美元長期保值性缺乏信心。」

倫敦世界黃金協會（World Gold Council）資料顯示，各國在1980年時也競相增持黃金，當時金價每盎斯衝上850美元。

根據倫敦研究機構GFMS Ltd.預估，各國央行自1999年以來淨售出黃金4880噸，金價則跌落20年來谷底，每盎斯來到251.95美元。金價於2001年開始反轉上揚，今年12月3日更一度創下1226.56美元新天價。

美元今年來累貶5.4%，也增添黃金投資魅力。經濟不景氣之際，黃金與美元的保值特性向來為投資人青睞，美國聯準會（Fed）的資產負債表規模在15個月之間增長逾倍，達到2.19兆美元後，美元就喪失避險魅力。

國際貨幣基金（IMF）9月30日指出，美元佔全球貨幣準備比重第2季降至達62.8%，改寫十年來低點。

IMF指出，印度10月份大手筆向IMF購買200噸黃金。「黃金年代」（The Ages of Gold）一書作者葛林（Timoghy Green）指出，印度大買黃金，創下單一央行在如此短時間內最大黃金購買量。（譯者：中央社趙蔚蘭）


 

如何預測金價高點？

如果美元跌回去年低點，

那麼黃金將漲至$1478美元；

如果你覺得美元的價值還會折半，

那麼黃金將漲至$4164美元；

如果你看的更悲觀，

說不定連$5000都算太低？！

如果有人不採取任何行動

那麼在五年之後回顧2009年，

他將會後悔錯失這麼大的一次機會。

How to Predict the Price of Gold

Jeff Clark             Casey's Gold & Resource Report        Dec 15, 2009

The U.S. dollar index, a six-currency gauge of the greenback's value, has dropped 7.8% so far this year (as of December 3). Meanwhile, gold is up 38.7% year-to-date. In other words, for every 1% drop in the dollar index, gold has risen 4.9%. If that approximate percentage holds over time, one can begin to estimate what the gold price might be if you know what the dollar might do.

While the dollar is likely to bounce at some point, making gold correct, the long-term fate of the dollar has already dried in cement. If the dollar were simply to return to its March 2008 low of 71.30 next year - a 4.6% drop from current levels - this would imply a rise in gold of 22.5% and a price of about $1,478 an ounce.

The long-term scenario is more dramatic. If you believe the dollar will lose half its value from current levels, this would imply a gold price around $4,164. If you believe it will lose 75% of its value, gold would reach about $5,642. Doug Casey has called for a $5,000 gold price; if he's right, guess what that implies for the dollar?

And think about this: these calculations ignore what else might "show up," such as when price inflation shows up in the economy, the greater public shows up to buy gold, or the Chinese don't show up at an auction. Could $5,000 gold be too low?

原文（全）連結：http://www.321gold.com/editorials/casey/casey121509.html

美國金銀幣即將恢復配給制

由於無法滿足市場需求

美國鑄幣廠考慮對大型客戶

採取事先預約配給制

The Return of Gold and Silver Eagle Rationing

Posted by: Michael | Posted in: US Mint

In a return to the situation experienced during most of 2008 and the first half of 2009, the limited number of gold and silver bullion coins available from the US Mint are subject to rationing.

US Mint bullion coins are not sold directly to the public. These coins are distributed through a network of authorized purchasers, who resell the coins to other bullion dealers and the public. During times when demand for the bullion coins has exceeded the amount the US Mint was able to supply, the Mint has rationed coins at the authorized purchaser level through an "allocation program."

On November 25, 2009, the US Mint had announced the suspension of sales for one ounce American Gold Eagle and American Silver Eagle bullion coins. Sales of the Silver Eagles resumed on December 7, 2009, but sales were subject to rationing. Sales of the one ounce Gold Eagles will resume tomorrow December 15, also subject to allocation.

原文（全）連結：http://mintnewsblog.blogspot.com/2009/12/return-of-gold-and-silver-eagle.html