麦嘉华Marc Faber看好黄金股

jeffxia

Marc Faber预测美股将发生股灾的同时，欲说他看好其中的黄金股板块： "Basically, gold has had a huge correction, sentiment is ultrabearish and the gold mining stocks have been decimated."

事实上，今年以来，金价对美金下跌了百分之二十二，而 the Dow Jones U.S. Gold  Mining Index 欲暴跌了百分之四十一。

据调查，对于$1250美金一盎司的价格，95%以上的澳洲黄金生产商经营亏损。

黄金到底是个什么东西？

--On July 18, Bernanke told the Senate Banking Committee: "Gold is an unusual asset. It's an asset that people hold as sort of disaster insurance. They feel if things go really badly wrong, they'll at least have some gold in their portfolio … [which is] not all that accurate. A lot of people hold gold as an inflation hedge, but the movements of gold prices don't predict inflation very  well, actually. … Nobody really understands gold prices, and I don't pretend to really understand them, either."

--黄金和经济自由（译文）格林斯潘

“在没有金本位的情况下，将没有任何办法来保护（人民的）储蓄不被通货膨胀所吞噬，将没有安全的财富栖身地。这就是那些福利统计学家激烈反对黄金的秘密。赤字财政简单地说就是没收财富的阴谋，而黄金挡住了这个阴险的过程，它充当着财产权的保护者。如果人们抓住了这一核心要点，就不难理解有人对金本位的恶意诽谤了。”