金融，天空越來越暗。股市正經歷動盪信風。經濟的晴雨表增長疲軟的指標指向另一次衰退隱約可見。
貴金屬風暴來了......遺憾的是，公眾沒有準備。
我相信美國和世界正在走向經濟崩潰的文明前所未見。儘管我們已經通過世界大戰和全球窪地遭受很大，我們一直能夠通過重組和重建拉自己出的混亂和破壞。
正如我以前說好幾次...... 這一次會有所不同。
閱讀各種貴金屬和能源分析師的工作後，我很驚訝有多少這些個人可佔用智能程度高，同時使一些嚴重缺陷的預測和假設。
我的一位讀者通過電子郵件問我一個問題，“我怎麼能提供大量的質量分析和數據...而被看好銀？” 此人不明白為什麼我可以從根本上有利於銀時典型的傳統分析點，為閃亮的金屬看跌通貨緊縮的結果。
與...有存在困難。
美國和世界正朝著倒馬桶，因為分析師，知識分子和推動者和運行表明呼風喚雨，已使他們的無知，貪婪，而不是他們的智力，智慧，引導貨幣，經濟和政府政策。
菲亞特貨幣性資產：偉大的哄騙
下面的圖表顯示了大多數美國個人部門的貨幣現金資產分配。這些不包括退休或安全的投資，但相當票據資產，我們可能會將此視為“現金或現金等價物。”
據美聯儲Q3 2013的統計發布，美國公眾在貨幣市場基金股份，1332美元十億的支票存款與貨幣和7723美元十億在時間和儲蓄存款舉行1174美元十億， 因此，共有10229美元十億或102000億美元是在這些紙的現金資產。
你會注意到在圖的左側為140十億的小可憐身影。這代表所有的全球白銀ETF的總價值為第三季度2013年。該圖中的數據來自GFMS湯森路透2013年11月銀更新。
下下圖詳細介紹了增持不同的白銀ETF的來自世界各地的：
正如我們可以看到有銀655萬盎司，這些白銀ETF的持有。如果我們乘上6.55億盎司了21美元，我們會得到為1370十億這個數字。我的第一個圖表中四捨五入的數字高達140十億。
如果我們假設這是實物白銀的最大的商店在全球（不包括倫敦金銀市場協會和紐約商品交易所），其總金額（美元13.7十億）相比簡直是小巫見大巫，至102萬億美元的美國個人現金資產持有。
現在，如果我們囊括了目前1.82億盎司白銀在紐約商品交易所和我們說還有另外一個2億盎司在倫敦金銀市場協會，該會再增加8十億的身影......讓我們共為220十億。
放屁...
美國公眾有77000億美元數字時間和儲蓄存款捲走。我會不顧其他兩類，因為他們是公眾可以在一個更“一天到一天”的基礎上使用法定貨幣資產。
然而，時間和儲蓄存款是通常不是在美國人的日常的日常業務中使用“多餘或過剩”的資金。 因此，全球白銀ETF的總價值為0.2％（百分之一的五分之一）美國所有時間和儲蓄存款的價值。
這似乎並不那麼陌生，典型的美國今天，只是五十年前（當我還是個孩子），美元兌背靠黃金和鑄幣有大量白銀於它。
之後，林登·約翰遜總統簽署了“1965年鑄幣法案”，它從流通去除銀，在幾年之內......這是很難找到一個銀幣。一旦銀從美國官方鑄幣刪除，它隱藏了起來。
術語“走進藏”是指公眾本能地理解格雷欣法則的影響-劣幣驅逐好。 當美國政府鑄造首發基本金屬蛞蝓作為官方貨幣，但沒多久，供市民撤離從流通的真錢（銀）。
1965年鑄幣法案的簽署（去除循環銀）幾年後，接下來的鞋子掉下來是黃金。於1971年8月15日，尼克松關閉黃金窗口，這意味著外國政府再也不能兌換美元的實物黃金。
由於美國是印了這麼多錢在1960年的涵蓋社會計劃的成本和在越南戰爭中，國外交換了美元紙黃金實物。在1960至1968年時期，美國是倫敦黃金池的一部分，即試圖通過出售幾千噸黃金市場上持有黃金的價格為35美元。
在倫敦黃金池最大的輸家是美國，因為它在這九年時間內出口了4,700噸。這裡又是劣幣驅逐很好的一個例子。
如果我們快進到今天，格雷欣法則是活著，以及東繼續為黃金實物交換毫無價值菲亞特美元。不僅中國的進口在2013年的金價創紀錄的金額，他們還進口了驚人的247萬噸一月。
話雖如此，怎能黃金的需求（我假設這就是他們所說的用法）是1176噸，當中國大陸的淨進口1123噸剛剛從香港，國內開採428噸，另外淨 通過其他口岸進口的黃金？ 普通讀者這個博客的識數1176噸需求是假的，它實際上是2197噸作為 我的研究 已經暴露。
.... 從2014年1月，上海黃金交易所金庫提款佔247萬噸，增幅為43％，相比2013年1月。它也超過每月全球礦業生產的空前紀錄！ 中國大陸礦場這是需要通過上海黃金交易所首次出售約35噸，每月。其他212噸（247 - 35）必須由進口供給或回收黃金。我的估計是，廢鋼已經不能超過25萬噸，因此進口在一月份是一個驚人的187噸。中國仍排在墓穴在西部大時間。
目前，中國和許多其他東方國家正專注於獲取實物黃金......因為它是貨幣金屬之王。但是，這並不意味著白銀將錯過的財富展示的巨大的傳輸，因為它現在只是一個所謂的“工業金屬。”
白銀仍然是一個有價值的貨幣金屬，由於這一事實，即官方薄荷糖繼續同時生產黃金和白銀老鷹，槭樹，愛樂，考拉，袋鼠，大熊貓和Libertads。你看到這些官方鑄幣廠製造這些硬幣銅？
無論如何，對白銀的需求正在回升為印度和中國在過去幾年增加了白銀的淨進口。此圖是由尼克·萊爾德的Chartsrus.com：
在這裡，我們可以看到，中國已經從白銀的一大淨出口國，2010年以來的淨進口國。在2009年，（去年同期為淨出口國），中國有1,260萬噸的淨出口。然而，在2012年，中國成為82公噸的淨進口國。
雖然這可能看起來像一個微不足道的數字目前，它是另一種趨勢的變化，將很可能繼續在未來更大程度的開始。
此外，當印度政府在2013年鎮壓了黃金進口，其公民切換到購買白銀。印度進口白銀的紀錄5,400公噸，2013年：
這是銀由印度進口額創下紀錄，預計將超過2008年設定的5,049萬噸。這提供了證明，全世界的公民會本能地購買白銀，如果他們無法取得黃金。當一個貨幣金屬是不可用的，對於其他的需求將會增加。
難道印度人負載高達對銅時，他們可以不買黃金？ 當然不是。 也許在某些時候，公眾會看到白銀的貨幣價值。
不幸的是，實現將是太晚了作為實物白銀的可供應將枯竭，吹走當偉大的法定貨幣復位終於來臨。
如果我們認為美國公眾持有77000億美元時間及儲蓄存款，而世界上有一個微不足道的$ 13.7十億在總全球白銀ETF的，事情是非常錯誤的，了解的智慧公眾的能力“真正的價值。”
再次，不到五十年前，黃金和白銀是貨幣，在美國的法律形式。今天，如果你談論的黃金和白銀在CNBC的積極屬性，你就成為了笑柄的集合。
黃金和白銀將成為一些價值在未來的最佳存儲為峰值能量破壞的能力為全球菲亞特金融系統繼續。
我們必須記住的關鍵因素，保持一個龐氏騙局活著就是欺騙一個新一批貧困不配SLOBS的一部分來用自己辛苦掙來的法定貨幣。的能力， 當我說SLOBS，我不是要在這裡惡劣的（如我我的SLOBS一個我自己），而是要提供該銀行的精英將在描述他們的客戶使用一個術語-公眾。
如果一個典型的龐氏騙局受害者需要資金使之繼續下去的新增供應，全球菲亞特金融龐氏騙局需要不斷增長的能源供應，以防止它倒塌。這就是為什麼一個峰值全球石油供應將破壞的精英繼續操縱系統的能力。
菲亞特貨幣體系和衍生的怪物正在走向必死無疑....這只是一個時間問題。
The Public Is Not Prepared
The financial sky is growing dark. The stock markets are experiencing volatile trade winds. The barometer of the economy grows weak as indicators point to another recession looming on the horizon.
The Precious Metal Storm is coming... unfortunately, the public is not prepared.
I believe the U.S. and world are heading toward an economic collapse that civilization has never witnessed before. Even though we have suffered greatly through World Wars and global depressions, we have always been able to pull ourselves out of the chaos and destruction by regrouping and rebuilding.
As I have stated several times before... this time will be different.
After reading the work of various precious metal and energy analysts, I am quite surprised how many of these individuals can posses a high degree of intelligence while making some seriously flawed forecasts and assumptions.
One of my readers asked me a question via an email, "How could I provide a lot of quality analysis and data... while being BULLISH ON SILVER?" This person couldn't understand why I could be fundamentally in favor of silver when typical orthodox analysis points to a bearish deflationary outcome for the shiny metal.
And... there lies the rub.
The U.S. and world are heading down the toilet because analysts, intellectuals and the movers & shakers running the show, have allowed their ignorance-greed rather than their intelligence-wisdom to guide monetary, economic and governmental policy.
FIAT CURRENCY ASSETS: The Great Bamboozle
The chart below shows where the majority of U.S. personal sector monetary cash assets are allocated. These do not include retirement or security investments, but are rather paper assets we may label as "Cash or Cash Equivalents."
According to the Federal Reserve Q3 2013 Statistical Release, the U.S. public held $1,174 billion in Money Market Fund Shares, $1,332 billion in Checkable Deposits & Currency and $7,723 billion in Time & Saving Deposits. Thus, there is a total of $10,229 billion or $10.2 trillion in these paper cash assets.
You will notice on the left side of the graph a small pathetic figure of $14 billion. This represents the total value of all the Global Silver ETF's as of Q3 2013. The data for that figure comes from GFMS Thomson Reuters Nov. 2013 Silver Update.
The next chart below details the holdings of the different Silver ETF's from around the world:
As we can see there are 655 million oz of silver held in these Silver ETF's. If we multiply the 655 million oz by $21, we would get a figure of $13.7 billion. I rounded the figure to $14 billion in the first chart.
If we assume that this is the largest store of physical silver in the world (not including the LBMA or COMEX), its total value ($13.7 billion) pales in comparison to $10.2 trillion held in U.S. personal cash assets.
Now, if we were to include the current 182 million oz of silver at the Comex and let's say there is another 200 million oz at the LBMA, that would add another $8 billion to the figure... giving us a total of $22 billion.
Whoopee...
The U.S. public has $7.7 trillion stashed away in digital Time & Savings Deposits. I am going to disregard the other two categories as they are fiat currency assets that the public may use on a more "day-to-day" basis.
However, Time & Savings Deposits are "extra or surplus" funds that are generally not used in the day-to-day business of Americans. Thus, the total value of the Global Silver ETF's are 0.2% (one fifth of one percent) of the value of all U.S. Time & Savings Deposits.
This may not seem so strange to the typical American today, but just fifty years ago (when I was a kid), the U.S. Dollar was backed by gold and the coinage had a great deal of silver in it.
After President Lyndon Johnson signed the "Coinage Act of 1965", which removed silver from circulation, within a few years... it was difficult to find a silver coin. Once silver was removed from official U.S. coinage, it went into hiding.
The term "went into hiding" means the public instinctively understands the implications of Gresham's Law -- bad money drives out the good. When the U.S. Government starting minting base metal slugs as official money, it didn't take long for the public to withdraw the real money (silver) from circulation.
A few years after the signing of 1965 Coinage Act (removing silver from circulation), the next shoe to drop was gold. On August 15, 1971, Nixon closed the gold window, which meant foreign governments could no longer exchange U.S. Dollars for physical gold.
Because the U.S. was printing so much money in the 1960's to cover the costs of social programs and the war in Viet Nam, foreign countries were exchanging paper Dollars for physical gold. During the 1960-1968 time period, the U.S. was a part of the London Gold Pool that attempted to hold the price of gold at $35 by selling thousands of tons of gold on the market.
The biggest loser in the London Gold Pool was the U.S. as it exported over 4,700 metric tons during that nine-year time period. Here again was another example of bad money driving out good.
If we fast forward to today, Gresham's Law is alive and well as the East continues to exchange worthless fiat Dollars for physical gold. Not only did the Chinese import a record amount of gold in 2013, they also imported a stunning 247 metric tons in January.
Having said that; How can gold demand (I assume that’s what they mean by usage) be 1176 tons, when China mainland net imported 1123 tons just from Hong Kong, domestically mined 428 tons, and additionally net imported gold through other ports? Regular readers of this blog know the number 1176 tons of demand is false, it was in fact 2197 tons as my research has exposed.
....Withdrawals from the Shanghai Gold Exchange vaults in January 2014 accounted for 247 tons, which is an increase of 43 % compared to January 2013. It’s also more than monthly global mining production and an all-time record! China mainland mines about 35 tons per month which is required to be sold first through the SGE. The other 212 tons (247 – 35) had to supplied by import or recycled gold. My estimate is that scrap couldn’t have been more than 25 tons, so import in January was a staggering 187 tons. China is still draining the vaults in the west BIG TIME.
Currently, China and many other Eastern countries are focusing on acquiring physical gold... as it is the king of monetary metals. However, this does not mean that silver will miss the huge transfer of wealth show because it is now just a supposed "Industrial Metal."
Silver is still a valued monetary metal due to the fact that the Official Mints continue to produce both Gold & Silver Eagles, Maples, Philharmonics, Koalas, Kangaroos, Pandas and Libertads. Do you see these Official mints producing these coins in copper??
Regardless, demand for silver is picking up as both India and China have increased their net imports of silver over the past several years. This chart is from Nick Laird's Chartsrus.com:
Here we can see that China has gone from being a big net exporter of silver, to a net importer since 2010. In 2009, (last year being a net exporter), China had net exports of 1,260 metric tons. However, in 2012, China became a net importer of 82 metric tons.
While this may seem like an insignificant figure presently, it is the beginning of another trend change that will more than likely continue to a greater degree in the future.
Furthermore, when the Indian Government cracked down on gold imports in 2013, its citizens switched to buying silver. Indians imported a record 5,400 metric tons of silver in 2013:
This was a record amount of silver imported by India, estimated to surpass the 5,049 metric tons set in 2008. This provides proof that citizens of the world will instinctively purchase silver if they cannot acquire gold. When one monetary metal is unavailable, demand for the other will increase.
Did the Indians LOAD UP ON COPPER when they couldn't buy gold? Of course not. Maybe at some point, the public will realize the monetary value of silver.
Unfortunately, the realization will be too late as available supplies of physical silver will dry up and blow away when the GREAT FIAT CURRENCY RESET finally arrives.
If we consider that the U.S. public holds $7.7 trillion in Time & Savings Deposits while the world has a paltry $13.7 billion in total Global Silver ETF's, something is very wrong with the public's ability to understand the wisdom of "real value."
Again, less than fifty years ago, gold and silver were legal forms of money in the United States. Today, if you talk about the positive attributes of gold and silver on CNBC, you become the laughing-stock on the set.
Gold and silver will become some of the best stores of value in the future as Peak Energy destroys the ability for the Global Fiat Monetary system to continue.
We must remember the KEY INGREDIENT that keeps a Ponzi Scheme alive is the ability to hoodwink a new batch of POOR UNWORTHY SLOBS to part with their hard-earned fiat currency. When I say SLOBS, I am not trying to be harsh here (as I am one of the SLOBS myself), but rather to offer a term that the banking elite would use in describing their clients -- the public.
If a typical Ponzi Scheme needs a new supply of victims' funds to keep it going, the Global Fiat Monetary Ponzi needs a growing supply of energy to keep it from collapsing. That is why a peaking global oil supply will destroy the ability for the Elite to continue manipulating the system.
The Fiat Monetary System and Derivative's Monster are heading toward certain death.... it's just a matter of time.
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