Tuesday, July 30, 2013

Gold in focus - pressure building up .....one day its just going to blow !

http://jessescrossroadscafe.blogspot.com/2013/07/andrew-maguire-run-on-gold-bullion-banks.html



30 JULY 2013

Unstoppable Demand Meets Undeliverable Object - A Run on the Bullion Banks


"People of privilege will always risk their complete destruction rather than surrender any material part of their advantage."

John Kenneth Galbraith, The Age of Uncertainty

If this is accurate, if this is really happening, I think that the effects of this run on the bullion banks are going to hit quite a few people dead cold, like a smack in the face.

That is because there is so little coverage of what is going on in the media, even the internet media.

The gambit of smacking down price to dampen the desire for gold appears to have backfired in a big way by sparking an insatiable demand for the physical metal and a remarkable decline in available inventories. That certainly wasn't what had been expected I would imagine when the process of a more energetic price manipulation in response to Germany's request for the return of its gold began.

That a sovereign nation asked for the return of its own gold being held in custody, and that request was flatly denied, is almost as unbelievable as the fact that so many are willing to take it in stride, like something that would happen every day. 

A seemingly unstoppable force, the flow of gold from west to east, is going to meet the undeliverable object, the nominal inventory of unencumbered gold in the bullion banks and exchanges, sometime over the next twelve months.

Of course one cannot predict exactly what will happen and when, given the phony controversies, obfuscations, and stonewalling that seem to settle like a thick fog over the markets at every treacherous turn in this slowly unfolding financial crisis.  But the math is intriguing.This is getting very interesting. Let's see what happens.  

Is this what I wish to happen?  No, I would prefer that the markets be transparent, honest, and provide genuine price discovery and allocation of capital with relative rationale decision making open to all market participants.   I think for now the game is badly tilted in favor of insiders and their powerful friends.

I do not believe that there can be a sustainable economic recovery without genuine reform.  A financial disaster is what the financial predators seemingly wish to happen, assuming they even care about the broader effects of their foolish greed.

At some point one would have to anticipate a declaration of force majeure and/or a change in the rules if the financial interests do not relent on their aversion to a market-clearing price.  And when that tide goes out, we will see who is swimming naked.

But there remains plenty of opportunity for more desperate antics, so as always caution is advised , particularly in the use of any leverage and short term time horizons.  This is not a healthy trading environment for the non-professional.  And many a person has gone bust by underestimating the shameless manipulation of the markets when regulation is lax.

The exchanges and the Banks will not fail, because the financiers and their friends make their own rules as they go along, and do not hesitate to act in their own interests, promises and customers be damned.  That seems to be the way of modern finance and monetary theory.  Whatever we say it is, is because we say it is.

The time for debate seems to be coming to an end. Weighed and found wanting.


GLD's and Bank of England's custodial gold is likely gone, Kaye tells 


KWN

 Section: 
5:55p ET Tuesday, July 30, 2013
Dear Friend of GATA and Gold:
Hong Kong-based fund manager William Kaye, interviewed today by King World News, calls attention to the large short position in the gold exchange-traded fund GLD, which implies that metal that shareholders think they own isn't really available to them. Kaye also cites the evidence found by GoldMoney research director Alasdair Macleod that huge recent outflows of gold from the Bank of England have put in jeopardy gold held for other nations by the bank:
Kaye anticipates an enormous short squeeze in gold. An excerpt from his interview is posted at the King World News blog here:


Bank of England refuses comment on huge discrepancy in custodial 

gold reports

 Section: 
11:11a ET Tuesday, July 30, 2013
Dear Friend of GATA and Gold:
The Bank of England refuses to explain what appears to be a huge discrepancy in its accounting of the gold it holds in custody, a difference of as much as 1,200 tonnes between the total reported in the bank's annual report in February and the total reported in a "virtual tour" of the bank posted this month at the bank's Internet site:
The discrepancy was noted by GoldMoney research director Alasdair Macleod last week during an interview with Max Keiser on the "Keiser Report" program on the Russia Today television network:
Responding to Macleod's assertions, your secretary/treasurer wrote to the bank's public information office Sunday seeking clarification about the bank's custodial gold.
A reply was quickly sent from the bank but it was unclear. So your secretary/treasurer wrote back asking for plain answers to these questions:
1) Will the bank confirm any difference in the amount of gold reported held in custody in February and the amount in custody reported by the new Internet site application?
2) Did Alasdair Macleod misconstrue anything about the Bank of England's custodial gold in his remarks on the "Keiser Report" program on Russia Today?
3) Is the bank declining to acknowledge changes in the amount of gold in its custody? If so, could you explain why?
4) Does the bank prefer to be reported to be declining to acknowledge substantial changes in the amount of gold in its custody?
A reply received today from the head of the bank's public and internal communications division, Chris Shadforth, provided affirmative answers to Questions 3 and 4:
"The number of bars mentioned in the app cannot be used to infer a change in the amount of custodial gold held by the Bank of England as the figure is deliberately non-specific," Shadforth wrote. "The bank will not be offering any further comment on this matter."
That is, the information provided to the public by the bank about its custody of gold is for entertainment purposes only and the facts of surreptitious intervention by central banks in the gold and currency markets are not to be discussed, in accordance with the findings of the secret March 1999 report of the International Monetary Fund, revealed by GATA last December, which related that central banks conceal their gold swaps and leases to facilitate secret market intervention:
So Macleod will stand uncontradicted and participants in the financial markets -- at least the few who pay attention -- may fairly assume that the smashing of the gold price in April well may have been related to an huge outflow of metal from the Bank of England's vault.
And once again the great asset of Western central banking in surreptitious market manipulation is shown to be the refusal of mainstream financial news organizations to put specific and critical questions to central banks and to report their refusals to answer.
CHRIS POWELL, Secretary/Treasurer
Gold Anti-Trust Action Committee Inc.


THE COMING SHORTAGE OF PHYSICAL GOLD THAT WILL CHANGE EVERYTHING

Is the paper gold scam about to be brutally crushed by a crippling shortage of physical gold?  If so, what will that do to global financial markets?  According to the Reserve Bank of India, “the traded amount of ‘paper linked to gold’ exceeds by far the actual supply of physical gold: the volume on the London Bullion Market Association (LBMA) OTC market and the major Futures and Options Exchanges was OVER 92 TIMES that of the underlying Physical Market.”
In other words, there is a massive amount of paper out there, but very little actual physical gold to back it up.  And right now, we are witnessing voracious hoarding of physical gold all over the globe.  This is especially true in Asia.
As the emerging shortage of physical gold becomes increasingly apparent, the massive Ponzi scheme that the bullion banks have been running for decades is going to completely fall apart.  [Read more...]


JIM WILLIE: EXTREME GOLD MARKET: SUPPLY VS DEMAND

Willie2The COMEX will shut down in the near future from absent gold in inventory. The Paradigm Shift of power and wealth shifting to the East is underway.
Many are the Gold Inversion Signals which lurk, such as the negative Gold Forward Rates and the Backwardized Gold futures contracts. The physical gold shortages are creating a gigantic problem for the big bullion banks, primarily located in New York and London. They are running out of locations to steal gold from.
Prepare for numerous shocking stories, shocking revelations, shocking developments, and shocking new systems put in place that lift the Gold price to $5000 and then $7000 per ounce, and the Silver price to $150 and then $250 per ounceIt is coming.
The sellers today are the fools of tomorrow, because they react to a stated price of Gold that bears no connection to the true Gold price. [Read more...]







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