Passion * Hope * Dream

小林的百科筆記


2011年07月14日 18:44  本文来源于财新网 订阅《新世纪》 | 注册财新网
澳大利亚第三大铁矿石生产商FMG总裁透露使用人民币结算与中国交易

  【财新网】(见习记者 余思伟)澳大利亚第三大铁矿石生产商FMG宣布使用人民币进行中澳贸易结算。

  澳大利亚新快网报道称,FMG总裁安德鲁·弗鲁斯特(Andrew Forrest)称,这会成为一种趋势,因为更有利与中国做生意。

  FMG大部分铁矿石卖给中国客户,湖南华菱钢铁持有其17.4%的股份,是第二大股东。弗鲁斯特表示,公司大部分的铁矿石是卖给中国的,到目前为止只使用美元结算进出口贸易。

  FMG首席运营官Nev Power表示,已经以人民币完成一份与中国的交易,不过还未涉及铁矿石销售。

  上个月,力拓也表示开始研究用人民币结算铁矿石交易的问题。■


http://business.caing.com/2011-07-14/100279577.html

【經濟日報專訊2011-08-10】股市連日急挫,具避險功能的黃金全球熱搶,金價節節攀升,市面金粒缺貨,出現有錢也未必買得到的異象,而且手快有着數。

昨晨金舖的飾金牌價3度更改,有人選了金飾「轉個頭」付款已要多付數百元;店員指一對龍鳳鈪的入場費已起碼逾萬元,反問「為何這麼遲才買?」

實金不含手工費用,投資保值能力較飾金高。從事黃金回收買賣的忠記負責人鍾琅音指,昨日開市2小時,金價升了再升,反映黃金渴市,全球掀起搶金熱潮。

買多賣少 實金一度缺貨

鍾表示,現時買金的人多,鮮有人賣金,除了本地飾金工場和金舖增加入貨,也有個別投資者會買金收藏保值。現時每塊重1,000克的實金,價值42萬元。他相信,正因為這股買金熱潮,導致金舖售賣的金粒也出現缺貨情況。

多家金舖營業員昨表示,近日很多客人買金粒,已缺貨多天,不設預訂;其中一間有售金粒及金條的金舖職員表示,實金前日一度缺貨,有很多客人想買都買不到,但昨日已返貨,可接受預訂,但限定要即日取貨,不設購買上限。

記者昨以顧客身份到多間金舖查詢,營業員均向記者表示,昨晨飾金牌價曾3度更改,由每両1.7萬多元升至1.8萬多元。營業員笑稱,昨晨有顧客選購 金鏈連吊墜時,希望考慮片刻,不料稍後折返時,牌價已經上升,令該批金飾售價較之前貴數百元;客人害怕金價再升,隨即付款購買。

高處未算高 內地客照買

來自深圳的李先生,因家中有小孩出生,昨與太太來港購買金飾,預算花費3萬多元,選購玉兔金吊墜送給家人。金價連日不斷攀升,沒有影響李先生買金飾的意慾,他指︰「(金價)都已經漲了這麼多,擔心還會再漲!」

某金舖營業員表示,以昨午牌價計算,1萬元已不足以購買一對龍鳳鈪,入場費動輒1.2萬至1.3萬元;又稱金價續有上升空間,更反問記者︰「為何這麼遲才買?」事實上,昨仍有熟客豪擲10多萬元選購龍鳳鈪、金鏈及珠鏈等。

至於現在還入貨,金價會否已太高?鍾琅音認為,港人的心理是「寧買當頭起」,但他相信金價仍有上升空間,呼籲持金者毋須急售。不過,若未有貨者,鍾表示未必值得入貨,鍾指︰「都已升這麼多,再升也不是賺很多。」


Dear Extended Family,

I am in London this evening in my room posting as much serious material as possible to help you understand the new nature of gold; a nature fraught with unprecedented volatility. I will deliver my presentation tomorrow. Right now we have to talk.

Gold from $248 to $524.90 was an arithmetic uptrend based on a re-birthing of gold’s currency roll.

When gold broke out above $524.90 I asked you to please cease trading as gold had moved from phase 1 into a runaway price phase 2. It is this phase which has given you prices in excess of $1650.

$1764 has the same significance as $524.90 because it represents phase 3, the point when a runaway price market for gold would gain exponential properties.

Because $1764 is such significant a number you can expect one of the more serious price battles before the price departs to Alf Fields’ and Armstrong’s higher potentials.

To sum up the situation you haven’t seen anything yet.

As strange as it sounds right now, soon you will begin to see the bearish cabal on mining shares looking for cover where gold will be sold for correct precious metals shares.

Keep the faith. $1650 has been the minimum upside since $248, not the most likely top.

Respectfully,
Jim


Copied from : http://www.jsmineset.com/

July 15, 2011, at 7:20 am
by

With gold hitting new all-time highs yesterday in dollars, euros and pounds, today King World News interviewed legendary trader Jim Sinclair and Dan Norcini to get their take on where things stand in the gold market. When Sinclair was asked about the action in gold he stated, “Gold at $1,764 is as important as gold at $524.90, and above $524.90 the gold market went into a runaway. It’s the exact same setup at $1,764, but having said that $1,764 should bring in some significant supply.

However, a move above $1,764 would be the equivalent of $524.90 in the sense that you would go from the runaway that was born at $524.90, into a hyperbolic market. The key to all of this is $1,764 and you will go above that level, but what that does is lock in four figures on the price of gold. A move above $1,764 brings into focus prices as high as $12,000, so we are are approaching the most critical milestone in the entire gold bull market…


Source: http://www.jsmineset.com/2011/07/15/jim-sinclair-gold-milestone-at-1764-paves-way-to-12000/

網路成癮 腦部結構萎縮 【2011/7/18 20:05】

http://iservice.libertytimes.com.tw/liveNews/news.php?no=519724&type=%E5%8D%B3%E6%99%82%E6%96%B0%E8%81%9E

〔本報訊〕美國和中國一項研究指出,若過度上網恐怕會導致腦部發生萎縮現象,腦部的灰色神經組織會因此萎縮,進而影響認知能力、決策力等等,且會隨著時間經過而日漸惡化。

 媒體報導,研究發現,過度沉迷於網路會對青少年腦部發育造成不良影響,核磁共振掃描結果也顯示,隨著網路成癮的時間愈長,腦部中的灰色神經組織萎縮的愈 多,甚至腦內負責傳遞信息的白質也會出現改變,研究人員表示,這些腦部結構改變會令青少年的認知功能出現異常,也會減低青少年的克制力。

 研究也顯示,腦部發生變化後,大腦皮層中負責處理情緒、語言、視覺、聽覺等功能的灰色神經會逐漸萎縮,長久下來,會影響青少年的集中力、記憶力、決策力甚至是訂定目標的能力等。

Right-wing party seeks way back to gold standard

By Agnese Smith, July 8, 2011, 4:12 a.m. EDT

(http://www.marketwatch.com/Story/story/print?guid=E7C9F392-A8BA-11E0-AAD1-002128049AD6)

ZURICH (MarketWatch) — The Swiss Parliament is expected later this year to discuss the creation of a gold franc — a parallel currency to the official Swiss franc, with the fringe initiative likely triggering a broader debate about the role of the precious metal in the Alpine nation.

The initiative is part of “Healthy Currency,” a campaign sponsored by politicians from the right-wing Swiss People’s Party (SVP) — the country’s biggest — that is seeking to capitalize on popular fears about global financial turmoil and inflation to reverse the government’s current policy on gold.

“I can imagine that this will spark some sort of debate about gold and there may be some pressure to accept the parallel currency,” said Dr. Gebhard Kirchgaessner, an economics professor at St. Gallen University. “But it won’t have any real effect on the economy. It seems incredible to imagine that there are people out there willing to buy millions of these things.”

Switzerland, which in 2000 became one of the last countries to decouple its currency from gold, is not the only place to contemplate a change in the precious metal’s role amid controversy over government involvement in the economy. In March, Utah became the first state in the U.S. to legalize gold and silver coins as currency, while similar legislation was considered in Montana, Missouri, Colorado, Idaho and Indiana.

“I want Swiss people to have the freedom to choose a completely different currency,” said Thomas Jacob, the man behind the gold franc concept. ”Today’s monetary system is all backed by debt — all backed by nothing — and I want people to realize this.”

A good part of the enthusiasm for gold, which provokes strong emotion among many who invest in it, has to do with its price: the yellow metal has more than quadrupled during the last decade and now stands at more than $1,500 per ounce.

In the U.S., legislation to allow a gold currency is largely symbolic — a protest against what many consider irresponsible spending by central governments to recharge economies. But according to Jacob, the gold franc has a more practical goal: giving small investors the opportunity to safeguard their investments against global uncertainty.

Modest investors face several hurdles to investing in the precious metal, said the 50 year-old Jacob, a former pilot and currently a sales coach at Zurich Financial Services Group. Collecting coins, bullion and gold certificates typically requires professional advice and even the smallest coin costs around 100 francs. One of the new gold francs, on the other hand, with a gold content of 0.1 grams, could be purchased for just 5 francs (at current prices).

While there is evidence that investing in gold is increasingly popular in Switzerland and other countries, the idea of establishing a gold franc is not foremost on the minds most ordinary Swiss, some of whom still find the subject of gold uncomfortable given the country’s association with precious metals looted in World War II.

“I got rid of my coins a while ago,” said Esther Heusser, a social worker in Jona, Switzerland. “I just didn’t want to think about where they came from.”

The real problem

Very few have even heard of the initiative. The rising Swiss franc, which has jumped 16 percent in two years against the euro and the dollar thanks to its safe haven status, is a much wider concern.

This “is the real problem and it is clear that neither the [Swiss National Bank] nor the government have anything really meaningful against it,” St. Gallen’s Kirchgaessner said. “We might have a real crisis in a couple of years.”

Indeed, the strong franc has clipped corporate earnings of many exporters and has lead to some painful restructuring. Because of the ongoing global financial crisis, investors here and abroad are seeking a safe haven from economic uncertainty and inflation, which Switzerland’s low debt and firm economic footing provides. High gold reserves have also helped.

Jacob doesn’t think the adoption of the gold franc would increase the value of the official currency. “In fact, it would take pressure off,” he speculates.

Like the Swiss franc, gold has jumped for many of the same reasons, even though the Swiss National Bank and other central banks decided to dump the metal after two decades of underperformance against other financial instruments.

Strong demand from China has also helped push gold prices to records. Gold enthusiasts — so-called gold bugs — many of whom see stock markets as no better than gambling casinos and central banks as money printing machines — are rejoicing.

“Buying gold has been the best method for shorting the government,” wrote Shayne McGuire late last year. McGuire, who has predicted that gold could soar to $10,000 an ounce, manages the $500 million GBO Gold Fund for Teacher Retirement System of Texas.

“I strongly believe that present financial conditions are about to transform the investment strategies of the world’s largest investment funds in a way that will cause gold to surge substantially higher,” McGuire wrote in an essay on the metal.

Large reserves

Switzerland still holds a large amount of the precious metal. The alpine country of 7.7 million residents holds 1,040 tons worth about $46 billion, almost as much as China, according to World Gold Council figures. It ranks seventh in its league table, with the US at the top.

In terms of gold reserves per person, it stands at just over $6,000, number one by nearly twice the amount of the next largest hoarder, Lebanon (over $3,000) and nearly six times as much as the US ($1,000), according to The Economist newspaper.

But this is not enough according to the “Healthy Currency” movement.

The SVP, which also wants to limit the autonomy of the Swiss National Bank after it posted big losses trying to tamp down the franc, plans to start collecting signatures for a ballot initiative in mid August, according to Jacob. The party is demanding that the central bank stop any further bank sales, repatriate Swiss gold reserves held abroad, and not allow the proportion of its gold to fall below 20% of its total assets. The campaign is also calling for the country’s withdrawal from the IMF.

Jacob, who claims to have no affiliation with the SVP other than the currency initiative, admits that the success of his gold franc campaign is linked to the amount of publicity the Healthy Currency initiative manages to muster at the end of the summer. “It would definitely put the parallel currency on the agenda,” he said.

And it will be no easy feat. The passage of the legislation will require an amendment to the Swiss constitution and the country is not particularly well known for a reckless pace of change. If rejected, a popular vote — where ordinary Swiss people have their say — is planned, probably in mid 2012, according to Jacob.

If approved, licensed financial institutions can then issue the coins, using their official logo on one side with the other, an easily recognizable Swiss gold franc emblem, Jacob said. The initiative foresees strict regulation by the government to ensure gold content and authenticity.

Even if popularized, the gold coins are unlikely to be in use for commercial reasons as the volatility of gold prices make this unpractical.


http://www.libertytimes.com.tw/2011/new/jul/6/today-e1.htm

環境保護 理由被駁回

〔編 譯劉千郁/綜合報導〕世界貿易組織(WTO)預定於週二判定中國限制鋁土、鎂、螢石等九種工業用原物料出口違反WTO規定,同時駁回中國以環境保護做為限 制出口的理由,此舉將為美國與歐盟對中國的稀土出口限額提出告訴鋪路;近來中國控制稀土開採與出口,讓極度仰賴該關鍵原料的歐美國家高科技產業大為緊張。

法 律專家指出,原物料議題「是政治問題多過於貿易問題」,稀土包括十七種稀有元素,廣泛運用於環保能源、通訊、軍事科技等重要產業,二○○九年美國、歐盟、 墨西哥曾就原物料出口提告,如今WTO判定中國違規,將使西方國家反對中國稀土出口限制更站得住腳,如果中國不取消出口限制,這些國家可對中國商品提高關 稅;日前歐盟貿易執委德古特(Karel De Gucht)表示,原物料一案將大幅加強歐盟在稀土案的有利地位。

繼續設限 面臨高關稅

中國於二○○一年加入WTO時,承諾取消出口限制,不過金融危機的發生,增加各國保留關鍵原料的壓力,北京政府也逐步恢復原物料出口限制,這讓西方製造商大感吃不消,中國是鎘、黃金、鐵礦石、石灰、鉛等工業原料的最大出口國。

今 年美國鋼鐵業遊說團體致函美國貿易代表,指中國降低礬土的出口配額,二○一○年為九十三萬噸,二○一一年只剩八十三萬噸;另有數據顯示,中國出口的磷由二 ○○五年的十萬噸減少為二○一○年的四萬噸。面對各國的申訴,中國援引WTO第二十條,該條款允許成員國以環境保護等理由限制出口,不過WTO已經駁回這種說法 (個人意見:條款形同無物?)

日前日本在太平洋發現九百億噸的稀土蘊藏,可能終結中國在市場上的獨大地位,在此之前,掌握全球稀土蘊藏量三十%的中國,就佔去全 球供給的九十七%,去年中國減少稀土出口,造成國際價格大漲,稀土生產商Lynas Corp.週二指出,中國蘊藏量最大的三種稀土鑭、鈽、釹,本月價格較上個月下跌,不過仍在高點。

http://www.singpao.com/NewsArticle.aspx?NewsID=181244&Lang=tc

  【本報綜合報道】印度政府官員周一將在南部喀拉拉邦的印度教古代神廟「帕德馬拉瓦米神廟」,打開密室當中的兩座金庫。這寺廟先前已經挖出了大批金幣、寶石和各種珍寶,估計價值高達225億美元(約1,755億港元)。

派7人小組執行任務

  喀拉拉省警察局長表示,他已經指派特種警察部隊看守這所古廟,並且要動用高科技安全系統來保護這批寶藏。

  《印度時報》周一引述歷史學家、印度歷史研究理事會前會長納拉亞南報道,珍貴寶石和珍珠的古董價值無法斷定。印度最高法院審理一宗訴請廟方管理 透明化的案件,下令清點廟產,並指派一個七人小組執行任務。他們從6月27日開始行動,廟內六個密室(編號A至F)中,編號A、B兩個自1872年起便不 曾開啟。

  七人小組日前進入密室A後,發現的近1,000公斤金幣中,包括屬於英國東印度公司時期和拿破崙時代的金幣。另外還有約一噸重大米形狀金飾、滿 滿一麻袋據稱來自緬甸和斯里蘭卡的鑽石、金繩一條、數千條項鏈、三呎半高的維什奴(Vishnu)神像、一呎高一公斤重人形雕像數尊等。不過七人小組成員 拒絕證實寶藏價值,強調只負責廟產清點工作。

http://www.singpao.com/NewsArticle.aspx?NewsID=181245&Lang=tc

  英國《自然.地學》雜誌周日刊登報告說,日本研究人員對太平洋多個地點的海底稀土含量調查顯示,太平洋海底稀泥蘊藏豐富稀土資源。不過,有專家 指出,目前開發海底稀土礦,還面臨成本過高和影響環境等問題。稀土是鑭、釹等元素的總稱,它們是一些電子產品和尖端武器中必不可少的原料。據介紹,隨着全 球高新產業的發展,稀土資源供應呈日益緊張趨勢。

Investors can now buy the precious metal with the same convenience as withdrawing cash from an ATM.

http://www.telegraph.co.uk/finance/personalfinance/investing/gold/8609976/UK-unveils-first-ATM-for-gold-at-Westfield-Shopping-Centre.html

10:00PM BST 30 Jun 2011

The Gold to Go machine, which sells gold at constantly updated prices, is unveiled at the Westfield shopping centre in London on Friday.

The German company behind the machines, Ex Oriente Lux, is capitalising on gold's traditional status as a safe haven investment in times of economic turmoil.

Westfield's gold ATM will sell bars and coins in various sizes, including a special 2.5g bar with the London skyline engraved on its reverse.

Ex Oriente Lux said its products were sold in "top quality" boxes and were "a great gift idea". The 1g gold bar, costing about £41, was "about as cheap as a bouquet of flowers but sure not to wither".

It added: "Gold to Go provides private investors with easy, convenient access to physical gold at fair, real-time prices. The ATMs are always online and update their prices every 10 minutes."