Thursday, March 5, 2009

China Nixs Darfur

Again China stands out from the crowd. What's it all about? Well I'll tell you. It seems the UN or the Hague or some such entity, (I didn't take notes but if you read internet news you'll know what I'm talking about) made a warrant for crimes against humanity or something to the president of Sudan whose name escapes me at the moment but that don't matter here because I could probably neither spell nor pronounce it correctly. It seems the sheik of Sudan doesn't want to hear anything from "white man" while he kills off black man and rapes black woman because they're not a muslim.

China injected the opinion that their shouldn't be such a warrant nor should it be pursued. I admit that I don't know why China would say this but the first place I would look would be China's own human rights record and also note if their are any oil deals.

Mr Iran is still in the news. They say he's being intimidating. He's doing all he can to be the bull's eye caliph. Nukes give him backbone you know. Mymood Imonajihad sure has been living up to that nik name and he's going to prove it to the world. But first he's got to get in front of the mirror and practice the hard face for the next photo op.

Printing Money

Yes I've spoken from time to time about how money will not survive technology because developing technology will eventually result in counterfeiting and monetary terrorism becoming more out of control than it already is. Click on the archives to see my prior work. All eloquent orations indeed. However today I must expand on this by saying who needs technology and counterfeiting when governments around the world are showing their willingness to print money with abandon. With much more abandon than I once thought possible I may say.

This is all why gold will eventually become the money of the world for those that will use money. Things only have value when they are rare. The common is always dirt cheap. Fiat currencies have their values undermined by excessive printing which is a historical fact proven to many times before. Counterfeiting is also part of that equation.

I've identified 2 general schools of thought on the subject of gold becoming the currency of the world. Their are those who have thought about it and the others don't want to think about it because they usually like things the way they are. Wouldn't it be nice. I mean if things in the world would remain a certain way just because we think it should. Those who don't like the concept of gold as currency usually do as the result of some imaginary fear based in not knowing what they are doing. The logical fact is that in order to preserve the value of money, gold will have to become the currency of the world and no matter what the shortcomings of gold that you think you can identify are, you will have no choice but to take whatever steps are required and make gold work.

Determining the value of gold is actually very simple. Since this value is based on gold as money/currency and the money supply should remain constant to preserve the integrity of an economy. First you take the amount of money in the world. I've seen claims that it is about $4,000,000,000,000.00 or equivalent and then add about $10 more trillion for U.S. debt then I heard another claim today that their is about another $10 trillion in mutual funds. Take that amount and divide it by how many onces of gold their are available. Nobody can provide these amounts precisely on a world wide basis. You'll get a minimum of about $3,000.00 an ounce. Today's gold price isn't anywhere near this and isn't even close to the inflation adjusted 1980 or so high. In today's economy gold is likely going to be the only performing investment asset for some time.

Yes I have a small position is gold that I use to pay my internet bill and keep food on the table. I identified these gold investment facts some years ago and sent some letters about this to Barron's magazine. They clearly showed my ideas to investment managers and they quickly picked up on it. That sparked the rally that has been going ever since.