初来乍到,看了以前这论坛的黄金贴子,有一句话觉得挺让人寻味,

"最好保值的黄金跌到$1000以下" (http://bbs.wenxuecity.com/inv-gold/389691.html),真的很想知道说这话的根据。没有想到保值问题,但是黄金会跌到$1000的这种可能性,俺一直挥之不去,却也找不到好的基本面去支持这种可能性,很困惑不解。

1. 今天看了Martin Armstrong的这张图示,

作者是这样解读这个图示:

Why the hell would Gold drop towards $1,000 per ounce by 2015, while all the fundamentals are pointing to a “screaming buy”?

Well, if Martin Armstrong is correct and we would get a Sovereign Debt “Big Bang” sometime late 2015, then that could be the reason for Gold's drop. Sure, Debt Crises SHOULD be good for Gold, but even though the crisis in Europe is escalating, Gold is not acting as a “safe haven”. If the Debt crisis continues until 2015 (to reach a climax late 2015) and Gold continues to act the way it does right now, we could see Gold trade as low as $1,000 per ounce again.

2.再看看俺前几天读的一段文章说到:

Gold is an excellent way to monitor investors'perception of how the battle between inflationary forces (money printing) and deflationary forces (purging debt) is playing out. In the chart below, investors were betting on the central bankers and inflation. The black line is the price of gold. The thin colored lines are moving averages, which are used to filter out the noise of day to day volatility. The chart below shows a strong trend and bias toward future inflation.

$GOLD (Gold - Spot Price (EOD)) CME

When Europe's enormous debt problems became the market's primary focus in mid-2011, investors began to realize how big, and how deflationary, the problem was. The right side of the chart below looks quite different than the left side. Notice on the left side, price never came back to the 200-day, nor did the "faster" moving averages ever cross the 200-day. The right side of the chart looks different and breaks the pattern of inflationary fears.

$GOLD (Gold - Spot Price (EOD)) CME

The chart below shows the last two times that (a) the price of gold broke below the 200-day MA and (b) some of the "faster" moving averages crossed below the 200-day. In Case A, the slope of gold's 200-day (pink) never rolled over in a negative manner. In Case A, stocks performed well after gold's bout of weakness (see bottom of chart in late 2006). In Case B, the slope of gold's 200-day did roll over in a bearish and deflationary manner. Stocks did not fare well (see red arrow lower right). As a reminder, gold's 200-day is trying to roll over in the present day, which looks more like Case B.

$GOLD (Gold - Spot Price (EOD)) CME

债务危机是黄金上涨的根本因素,但是在酝酿这个危机最终爆发的过程中,黄金不会上涨,甚至拉回,这是不是为黄金最终猛烈上涨积蓄力量?

From the above chart, we could see Gold would drop towards $1,000 in 2015, before taking off to about $12,000 by 2025.

 

??????

所有跟帖: 

黄金如果能跌到1000, 就彻底别买了. -worriedmom1- 给 worriedmom1 发送悄悄话 worriedmom1 的博客首页 (23 bytes) () 05/13/2012 postreply 22:34:46

对! -好女婿坏女婿- 给 好女婿坏女婿 发送悄悄话 (15 bytes) () 05/13/2012 postreply 22:37:15

过去的十年, 黄金有两个drivers. 美元和石油. -worriedmom1- 给 worriedmom1 发送悄悄话 worriedmom1 的博客首页 (70 bytes) () 05/13/2012 postreply 22:39:56

嗯,有点道理。 :) -iTrade668- 给 iTrade668 发送悄悄话 (0 bytes) () 05/13/2012 postreply 22:45:22

此金非彼金,,, -hercules007- 给 hercules007 发送悄悄话 hercules007 的博客首页 (209 bytes) () 05/14/2012 postreply 02:30:55

脱钩,纸黄金190实物黄金1900,继续想像。。。好名字 -瞎扯淡- 给 瞎扯淡 发送悄悄话 (0 bytes) () 05/14/2012 postreply 06:47:08

虽然不太懂,但是感觉跟你很象,我只相信实物的. -pretty_woman2- 给 pretty_woman2 发送悄悄话 pretty_woman2 的博客首页 (0 bytes) () 05/14/2012 postreply 12:36:54

LOL, I made you think. -天下多蚤- 给 天下多蚤 发送悄悄话 (1083 bytes) () 05/14/2012 postreply 06:18:25

By the way, if gold dropped below $1000 -天下多蚤- 给 天下多蚤 发送悄悄话 (408 bytes) () 05/14/2012 postreply 06:22:28

黄金好比名鸡,操它的都是老大,玩它的风险不小啊 -万枫- 给 万枫 发送悄悄话 万枫 的博客首页 (0 bytes) () 05/14/2012 postreply 06:48:30

lol -jy101- 给 jy101 发送悄悄话 jy101 的博客首页 (20 bytes) () 05/14/2012 postreply 08:13:29

哈哈哈哈...牛! -pretty_woman2- 给 pretty_woman2 发送悄悄话 pretty_woman2 的博客首页 (0 bytes) () 05/14/2012 postreply 12:37:44

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