Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=15208The purpose of this thread is very simple: To monitor/analyze those factors affecting the price of gold, long-term, short-term, and in-between, and to determine where we currently stand in relation to those factors. Comments on the rest of the precious metals complex are also encouraged, as is techn...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=1520838013210Amelia Carhartthttp://www.siliconinvestor.com/readmsg.aspx?msgid=289055885/20/2013 5:55:52 PMthe navigatorhello ingot! navigator, if I may, I'd like to offer counterpoint/commentary on the article you brought to the forum just now about HKMEX, okay? all that you say is truth...and it's always best to hear the counterpoint and always best to consider the source. i bring these articles to the forum just to get the feedbac...http://www.siliconinvestor.com/readmsg.aspx?msgid=289055355/20/2013 5:26:06 PMIngotWeTrustNo, at least not the one I was thinking of. -g-....You spoke to the "stupid India" consumers. I was thinking oneof the things Gump quoted that his momma always said, was ".....stupid is as stupid does."Of course, I know you were speaking rhetorically and don't truly believe for an instant that the India Gold Consume...http://www.siliconinvestor.com/readmsg.aspx?msgid=289053415/20/2013 4:20:36 PMAmelia Carhartthttp://www.siliconinvestor.com/readmsg.aspx?msgid=289051105/20/2013 2:56:40 PMIngotWeTrusthttp://www.siliconinvestor.com/readmsg.aspx?msgid=289050925/20/2013 2:49:43 PMAmelia CarharttWell, darn. Those Indians are sure stupit. Just ask the folks in the west they'll tell you gold is for fools.http://www.siliconinvestor.com/readmsg.aspx?msgid=289050795/20/2013 2:44:54 PMFUBHO India Finance Minister Begs His People To Stop Buying Gold Submitted by Tyler Durden on 05/20/2013 - 10:02While the overnight collapse in precious metals has been notably retraced, the media is unable to take its eyes off the ball that the status quo is shaking focusing on the demise and what that must mean for the f...http://www.siliconinvestor.com/readmsg.aspx?msgid=289048785/20/2013 1:26:53 PMIngotWeTrustCOMEX paper gold was born in 1974; that chart of interest started with 1976, Enigma. Goldsmith Rothschild, fabricator of gold coins for commerce, "invented" paper gold via buying and selling paper claims on gold in his possession. These receipts for his customer gold in afte keeping storage with him, were yet to be ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289043355/20/2013 10:14:48 AMEnigma Navigator - 1976 I see - dumb of me, sorry. Guess paper gold didn't exist thenhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289041005/20/2013 7:03:18 AMEnigmahttp://www.siliconinvestor.com/readmsg.aspx?msgid=289040915/20/2013 6:38:10 AMEnigmahttp://www.siliconinvestor.com/readmsg.aspx?msgid=289040105/19/2013 11:44:00 PMThe1StockmanGood report Navigator, ... its spreading like wild fire, ...the upper pivot for Gold is at $1,374.05, ... that's a key level to recapture ASAP. <"We suspect that come Monday morning, more than one Chinese investor who believed he owned a gold position (and learns that in fact he held paper) will immediately attempt...http://www.siliconinvestor.com/readmsg.aspx?msgid=289039545/19/2013 10:30:06 PMIngotWeTrustnavigator, if I may, I'd like to offer counterpoint/commentary on the article you brought to the forum just now about HKMEX, okay? First of all... the source of this opine is none other than the eternal gloom and doom blogger collective looking for a silver boom ($500-1500 oz silver) one of these days, anytime zone if...http://www.siliconinvestor.com/readmsg.aspx?msgid=289034695/19/2013 4:52:08 PMRonBarrons: Up & Down Wall Street- column on gold 5-18-13 online.barrons.com  This Time, Gold Bugs May Have a Point Stocks are for lovers and gold is for haters. That's how one especially supercilious strategist (is there another kind?) sizes up the two markets, and it's clear he's been feeling the love lately. St...http://www.siliconinvestor.com/readmsg.aspx?msgid=289034035/19/2013 4:08:12 PMthe navigatorhmmm...i wonder... HKMEX to Cease Trading, Will Close Out & Cash Settle Open Contracts Monday! HKMEx chairman Barry Cheung Chun-yuen told the Sunday Morning Postthat the decision to surrender the trading licence and not reopen for business tomorrow would have no impact on investors and that client contracts would b...http://www.siliconinvestor.com/readmsg.aspx?msgid=289031535/19/2013 12:51:39 PMthe navigatorborrowed from another thread who had borrowed it from another thread... comparison of 1976 gold market to recently. twitter.com http://www.siliconinvestor.com/readmsg.aspx?msgid=289015795/17/2013 10:33:56 PMFUBHOhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289005225/17/2013 1:30:59 PMIngotWeTrustThe gold conduit to Iran thru Turkey is a well-known, well-travelled conduit. It is similiar in function and importance to the conduit between Hong Kong and the Mainland. Or UAE to Mumbai. When people want physical--and that includes COLLECTIVES OF PEOPLES called governments--THERE IS a way to get gold from Point A ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289004905/17/2013 1:18:47 PMAmelia Carhartthttp://www.siliconinvestor.com/readmsg.aspx?msgid=288999995/17/2013 10:23:03 AMpolarisnhThat chart pretty much sums it up... Paper gold is crap and everybody knows it...http://www.siliconinvestor.com/readmsg.aspx?msgid=288991885/16/2013 7:26:21 PMFUBHOFrom Petrodollar To Petrogold: The US Is Now Trying To Cut Off Iran's Access To Gold Submitted by Tyler Durden on 05/16/2013 - 11:48[graphic]The US is moving to broaden its 'blockade' efforts of Iran to the movement of pure gold into the Islamic Republic. The US-led embargo of Iranian crude succeeded in slowing the f...http://www.siliconinvestor.com/readmsg.aspx?msgid=288987025/16/2013 3:29:54 PMJulius Wonghttp://www.siliconinvestor.com/readmsg.aspx?msgid=288986545/16/2013 3:13:05 PMFUBHOGold Demand In One Chart: Physical vs ETF Submitted by Tyler Durden on 05/16/2013 - 09:33[graphic] China's demand for gold jumped 20% to 294 tonnes in the first quarter of 2013, while global gold demand overall slid 13% thanks to the dramatic rotation of demand from paper to physical. Chinese demand in gold bars and...http://www.siliconinvestor.com/readmsg.aspx?msgid=288983925/16/2013 1:36:31 PMAmelia Carhartthttp://www.siliconinvestor.com/readmsg.aspx?msgid=288971445/15/2013 8:26:15 PMIngotWeTrusthttp://www.siliconinvestor.com/readmsg.aspx?msgid=288968225/15/2013 5:53:27 PMAmelia Carhartthttp://www.siliconinvestor.com/readmsg.aspx?msgid=288963995/15/2013 3:25:54 PMIngotWeTrustNice piece by Lawrence Williams (venerated Resource Investor contributor--one of two family Williams' notable financial writer brothers) found elsewhere this AM... Obviously submitted in rough draft by author Williams, the editor in me "edited syntax --light grey--in particular" for clarity and ease of reading...Don't...http://www.siliconinvestor.com/readmsg.aspx?msgid=288962465/15/2013 2:31:13 PMIngotWeTrustWrily noted both pundits "missed"--It's Wednesday AM...gold's on sale. Again. -vbg- . . . . SIDEBAR: anyone want to wager re: whether Sinclair was short this AM?http://www.siliconinvestor.com/readmsg.aspx?msgid=288957985/15/2013 11:57:19 AMIngotWeTrustCliff notes from "supply side"--ZH brings us SoAfrican's gold supply "plight..." Is The South African Mint Short Of Gold? [graphic] Submitted by Tyler Durden on 05/14/2013 19:24 -0400 Submitted by Michael Krieger of Liberty Blitzkrieg blog, In what may be the strangest story I have seen in a while related...http://www.siliconinvestor.com/readmsg.aspx?msgid=288945545/14/2013 8:31:58 PMJulius Wonghttp://www.siliconinvestor.com/readmsg.aspx?msgid=288925505/13/2013 11:47:46 PMIngotWeTrustThanks, Julius. Good Read! Recycled Gold stats are ALWAYS better when framed in contextual setting! Frankly, it is where the "adjustments" are always hidden in plain sight between mining supply and utilization numbers is "tweaked." At least that's my observation since I've been tracking this recycled ounces topic s...http://www.siliconinvestor.com/readmsg.aspx?msgid=288925345/13/2013 11:35:06 PMJulius WongUsed Gold Supply Heads for ’08 Low as Sellers Balk: Commodities By Joe Richter and Debarati Roy - May 13, 2013 Consumers will sell the least used gold in five years after prices tumbled into a bear market, curbing a source of metal that typically accounts for about one in every three ounces of global supply. ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288924665/13/2013 10:48:20 PMloantechhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288923005/13/2013 9:00:41 PMFUBHOSpeculator Gold Gross Shorts At All Time Highs Submitted by Tyler Durden on 05/13/2013 - 14:22[graphic] Premia for gold bars (physical over paper) rallied to their highest since late-2008 according to SocGen, even as 'professional' investors look to position the exact other way. The combined short positions of futur...http://www.siliconinvestor.com/readmsg.aspx?msgid=288921725/13/2013 7:38:12 PMIngotWeTrustPundit/London Bullion Pro Trader McGuire proclaims today(Mon.5.13) THE PoG low. Sinclair's newest introduced pundit Bo Polny also declares same, but does give a Tuesday wiggle room call for his "turn day" regardless of whether gold is up or down...Polny says HIS stuff is time sensitive, NOT price sensitive. Still s...http://www.siliconinvestor.com/readmsg.aspx?msgid=288912985/13/2013 12:12:15 PMFUBHODid "They" Ever Tell You To 'Buy Gold' Or 'Sell Stocks'? Submitted by Tyler Durden on 05/10/2013 - 19:52 [graphic] Gold bears are coming out of the woodwork to declare gold dead. Santiago Capital's Brent Johnson wonders where they have been for the last 12 years and reflects on the reality of why one should hold ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288889195/11/2013 3:17:18 PMAlex"Peter Schiff, outspoken author of The Real Crash and head of Euro Pacific Capital, says the euphoria has been well and truly beaten out of gold. "I've never seen such negative sentiment since I've been buying it," he says in the attached video. It's that negativity that Schiff thinks will provide a wall of worry for...http://www.siliconinvestor.com/readmsg.aspx?msgid=288840995/9/2013 9:31:56 AMFUBHOChinese Gold Imports Soar To Monthly Record On Insatiable Demand Submitted by Tyler Durden on 05/08/2013 - 09:29 [graphic]In what must be an inexplicable move to momentum-chasers everywhere, as gold continued to decline in price in March, and long before its targeted smash in April, China was not backing off its go...http://www.siliconinvestor.com/readmsg.aspx?msgid=288820605/8/2013 10:47:19 AMlorneGerman euro founder calls for 'catastrophic' currency to be broken up Oskar Lafontaine, the German finance minister who launched the euro, has called for a break-up of the single currency to let southern Europe recover, warning that the current course is "leading to disaster". By Ambrose Evans-Pritchard, International...http://www.siliconinvestor.com/readmsg.aspx?msgid=288818875/8/2013 9:35:21 AMJulius WongGold rose in New York and was little changed in London as investors weighed increasing physical demand in India and China against a plunge in assets in the SPDR Gold Trust to a four-year low. Gold imports by China from Hong Kong more than doubled to an all-time high in March, Hong Kong government data showed ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288817285/8/2013 7:57:41 AMAmelia Carhartthttp://www.siliconinvestor.com/readmsg.aspx?msgid=288795875/7/2013 8:43:35 AMJulius WongChina’s Gold Purchases From Hong Kong Expand to Record in March By Bloomberg News - May 7, 2013 bloomberg.com http://www.siliconinvestor.com/readmsg.aspx?msgid=288795255/7/2013 7:54:58 AMlorneItaly should use its gold reserves to force a change in EMU policy By Ambrose Evans-Pritchard Economics May 2nd, 2013 blogs.telegraph.co.uk  The World Gold Council has advised Italy to deploy its 2,000 tonnes of gold to break free of EMU austerity dictates. By using the reserves – the world's fourth largest – to...http://www.siliconinvestor.com/readmsg.aspx?msgid=288751055/4/2013 3:30:22 PMlorneThe Next Escalation: Gold Goes 100% Initial Margin by Tyler Durden on 05/02/2013 zerohedge.com  The day many have predicted would come, has finally arrived: 100% initial margin on gold. For now it is just one Futures Commission Merchant, in this case ex-CBOT traders Crossland LLC (motto: "Where Speed And Servic...http://www.siliconinvestor.com/readmsg.aspx?msgid=288720125/2/2013 10:37:56 PMthe navigator The Great Gold Debate Continues, And It's Serious lorne, thank you for posting that serious, well-written article chock full of good information. it was comforting, somehow... tnhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288684875/1/2013 11:01:48 AMIngotWeTrustfubho, glad you documented that. It will probably be recanted and spun shortly, if not erased from the annals of time ala CNBC "scrub protection team." /sarchttp://www.siliconinvestor.com/readmsg.aspx?msgid=288680665/1/2013 7:38:54 AMFUBHOCME Chairman On Gold: “People Don’t Want Gold Certificates, They Want the Real Product” Submitted by Tyler Durden on 04/30/2013 - 18:34 [graphic]CME's Terry Duffy: "What’s interesting about gold, when we had that big break two weeks ago we saw all the gold stocks trade down significantly, we saw all the gold product...http://www.siliconinvestor.com/readmsg.aspx?msgid=288680285/1/2013 6:56:12 AMlorneThe Great Gold Debate Continues, And It's Serious Ralph Benko, Contributor 4/29/2013 forbes.com  The gold price fell, dramatically, and now is bobbing about. Meanwhile, the prospects for implementing a 21st century gold standard continue to rise. Dramatically. In a recent media monetary policy media slugfest bet...http://www.siliconinvestor.com/readmsg.aspx?msgid=288677094/30/2013 9:37:55 PMthe navigatorand then there's this guy... What’s interesting about gold, when we had that big break two weeks ago we saw all the gold stocks trade down significantly, we saw all the gold products trade down significantly, but one thing that did not trade down, was gold coins, tangible real gold. That’s going to show you, people ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288675974/30/2013 8:32:21 PMAlexhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288666644/30/2013 1:06:41 PM