Gold Investment

News and advice on gold as money and the ultimate store of wealth

Archive for March, 2006

Are the financial experts liars or just unaware?

Posted by A.B. Dada on 28th March 2006

The Fed finally reported their adjustment of the federal funds rate — an increase in 25 basis points to 4 3/4%.  This is the 15th raise in the rate in a row, and the financially-community is all over it.  I have no ties to the financial community — I have no stocks, no bonds, no money in the bank and no mortgage.  I have no active debt and no desire for any of these things.  The federal funds rate matters little to me, so I can come to opine about it from a unique perspective — almost nothing I say should affect the price of anything, anywhere.  Call me the guy with the least reason to manipulate.

The common outcry from the experts is that an increase in the interest rate means a view at deflation — the lowering of prices as the supply of money is decreased.  Normally when the supply of money is reduced, you do see deflation — there is less money in a market, so people lower prices in order to try to get at that smaller supply.  The laws of supply and demand work.

I have a problem with this outcry, and I have a bigger problem with the experts and their common position of deflation.  I say this again, the federal funds rate means nothing to me because I won’t be borrowing money, ever.  What matters to me is the supply of money — how much money the Fed puts into or takes out of circulation.  The Fed didn’t report on this, and they won’t because they are part of the fraud when they report only the rate at which funds are available.

In the past few years, as the funds rate dropped, the Fed did the unthinkable — they continued to increase the supply of new money at a higher rate than recent history.  That means that loans were more expensive, but the money was still being made in higher amounts — this is counterintuitive to what the market and the experts are saying.  If I tell you that I have less money to loan you, the free market will give me reason to raise my interest rate:  less money means I have more power to pick who I loan to and at what rate.  If I tell you there is more money available, the free market causes the rate to drop — higher supply of money means less met demand until rates drop.

Yet the Fed isn’t under that obligation — they raised rates again, but they continue to print more money every week.  How much money?  We don’t know anymore because last week the Fed decided to stop telling us how much money there is in circulation (the M3 money supply figure).  So we know that the rates are going up, making money more expensive to borrow for a home, a car, a business or consumer goods.  Yet we can’t tell how much those products would go up against a depreciating dollar because we don’t know how many dollars are in existence.

That’s the biggest part of the fraud.  The banks get the money at a low rate of interest from the Fed and then can loan it out to all of us.  We’re fearful to borrow it because we don’t want the goods we buy to be worth less once we factor in interest.  Yet when the Fed continues to print new money, this devaluation of the dollar (”inflation”) causes the price of goods to rise against the dollar.  If the Fed is printing at a higher rate of interest than the federal funds rate, the people in the know will be glad to borrow, buy products, and then sell them at a higher dollar price and still have dollars left over after paying the banks back.  Usually these borrowers are the banks or the insiders in the banking industry.

I have to stop listening to every expert that uses the word deflation.  Deflation only happens when money is removed from a market, not when the rate of newly printed money goes down.  When there is newly printed money — even if its not printed as fast — there is inflation.  The Fed has been printing money since the start of 2006 at a ridiculous rate — as high as 16% annually if they continue at this rate.  This means that we might see some items inflate against the dollar by up to 16% (actually the items don’t really go up in value, the dollar is just worth less so they items need more dollars to be bought).  If you know what that inflation rate really is, you can borrow at 5.75% (or 4.75% if you’re an insider), buy the items, watch them go up 6% to 16% in dollars in a year, sell the item, pay back the 4.75% to 5.75% loan and make between .25% and 11.25% in a year.

Don’t listen to the experts, they’re either liars or they’re unaware.  Or they’re manipulating the market because they’re in-the-know themselves, and they’re happy to take the new money and use it to profit at the expense of those listening to them, cowering in fear of deflation that will probably never happen.

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The price of gold doubles! (Gold Market Recap March 28, 2006)

Posted by A.B. Dada on 28th March 2006

It was reported today that the price of gold has doubled because of government’s revaluation based on what the “black” market in gold has priced it at. Historically, governments have always undervalued gold based on their paper currencies, although in the past the paper currencies were merely receipts for a certain amount of gold. Once the paper currencies become untied to a weight of gold, inflation can and will occur, usually with terrible results.

I just manipulated you if you can to this article because of the title. The price of gold DID double against government currency, just not US currency. In Zimbabwe, a gram of gold (about 1/32nd an ounce) was valued by the Zim government at Z$1.2 million per gram. The “black” market (what we would consider the free market) valued it at Z$2.7 million. The Zim government decided to revalue gold to Z$2.5 million per gram — more than double the previous government mandated value.

NYMEX Oil $65.70

Gold Market Close $566.60 (Gold-Oil 8.6240 down)
Silver Market Close $10.84 (Silver-Oil 0.1650 down)

Gold is fell just US$0.20 against the dollar (-0.04%) since Mondays’s close on the market waiting for the Fed meeting, and up US$8.20(1.47%) for the 30 day period. Gold is stronger against the dollar by 33.04% from one year ago — a strengthening of US$140.70. Silver dipped a few cents on the same market-pause before the Fed speech.

I will publish today’s central banking news later today after Chairman Bernanke’s first speech in his new position.

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