Silver Carry Wars

http://www.ainsliebullion.com.au

BUY Gold/Silver online

Ainslie Bullion is a proud sponsor of this Channel

I have dealt with Geoff and Keith from Ainslie Bullion on many occasions and highly recommend their fast service, quality metals and low spreads.
-------------------------------

Category:

News & Politics

Tags:

• usd carry trade
• usd currency collapse
• usd collapse
• dollar collapse
• currency collapse
• currency crisis
• silver
• silver carry trade
• silver metals leasing

[watcher0777]

john, noticed an article the other day on bloomberg, few days back, on treasury bonds, us, selling well, even though there has been a massive increase in the issue of them due to incresed us debt. alot of info on these bonds crammed into this article, still greek to me. so they summed up that like you were saying that the interest rates will not rise, and the debt evidently is attractive to investors, so dollar will float. ? some have been pointing out that it is a type of stimulus for us econ.

[stellaconcepts]

the bonds cant fail - the primary dealers have to bid - its a rigged game. then the fed buys the treasuries from the primary dealers who then helps destroy the dollar via carry trade.

these guys know exactly what they are doing

[yogiudo]

I didn't know a silver carry trade was present.

Thanks for the info.

[stellaconcepts]

a "carry" trade is just using one instrument to arbitrage a profit in another instrument.

banks leasing the silver at like 1% are not paying that money just to move the silver into their vaults and do silver porn vids ;) they sell that silver into the open market, raise the cash and put that cash into higher yielding assets.

the metals leasing program, like all carry trades, cannot last (but is wildly profitable while it does)

[BGBurch]

What about your mineral wealth in Australia, your agriculture, and your proximity to Asia? Isn't it a big plus for the AU$ and your health financially?

[stellaconcepts]

for sure... we have a lot going for us, but a lot of our currency appreciate is due solely to trading via the carry.

[jdl1881]

I'm thankful to be aligned with such a smart person

[scutter4christ]

I dont know what it is but I just love whiteboard videos. I am a visual learner so it really helps to see someone explain it out like you did in this one, with the board.

So thank you!

[Zamolxx]

Great expo dude keep it at it, you're good at what you do. Happy holidays and best of luck to you ;)

[tesskansas]

This lesson was very helpful. Thank you.

[metaltect]

Hey John, When do you think our (Auz and my NZ) govts are going to panic about the our $ going through the roof? What do you think they will try and do about it???? Lower % rates? Print $ too?

Man there's going to be some noise from our export sector soon. There is one thing though...a huge drop in the markets = goodbye carry trade. Silver will not be sold off again though.. we are now wise, not like 2008. The money will not flow into bonds but the PM's. It's a win win for Ag.

[samsterlok]

USD index is now below 75, yikes!!

[wpiman]

Reasonable; but the derivative insurance you not is calculated based off the carry trade. The assumed 1% is incorrect.

[mlndstream]

well your lucky you got out of that fiat currency position you previously held, because in the long term there's only one way that's going to go....down,down,down,losing,lo­sing,losing as all fiat currencies do in the long term. Precious metals secure your purchasing power against other real goods, which are what you really want anyway, so in real terms you are not losing. Even Robert Prechter(forecasting near term deflation) recommends getting a position in precious metal while you still can

[mlndstream]

Sun Tzu says:) The great general positions his army where he can not be defeated, then from there waits for his enemy to make a mistake, and then strikes like lightning to snatch the victory. So, if the enemy makes no mistakes, the great general never lost the battle as the battle probably never took place, but if the patient general wins the battle, it is because victory was certain. Warren Buffett's first two rules of investing are, 1) don't lose money, and 2) don't lose money:)

[MyLittleFunk]

Hi there. I think it is interesting to factor in the GBP and Yen into this as they are both being used for carry trades. The GBP rose recently and you can see the effects on the european markets and gold. The carry 'victim' seems to vary in a cyclic manner....first the dollar, then the gbp...now the yen is weakening. Note also that JPM is now accepting gold paper/metal as collateral, which has interesting impications? :) R

[aybesee123]

dont invest funds you need to live your day to day life and youll be alright. Nothing happens overnight and everything has ups and downs.

[FuckinGuitarHero]

nothing ventured - nothing gained