저자: PeterSchiff · 외국인
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금 가격이 3,300달러까지 가면 은이 100달러까지 갈 수 있다고 주장. 미국인은 금 ETF와 실물 금을 매도 중이고 중앙은행이 금을 주도적으로 매수 중이라 강세 확대 여지가 크다고 봄. 금광주는 PER이 낮아 저평가이며 자사주 매입이 늘고 있다고 언급. 비트코인과 밈코인을 폰지식 구조로 비판하며 Bitcoin 매도 시 손실이 드러날 것이라고 주장.
다듬은 글
uh Silver's got a a a a ways to go but once it really starts to break I don't know where the key level is is it 35 is it 40 you know where it is but I think when it goes through 50 next time it's going to go through it you know like that proverbial hot knife through butter and then I think 50 is going to become the support level for silver but then I think it could quickly double to 100 you know especially if gold keeps Rising so if gold goes to 3200 3,300 you know I think in that environment silver could go to 100 and it would still not be expensive relative to Gold it' still be pretty cheap well I mean they didn't care about 2,000 so I don't know why 3,000 would be much different so I don't know if it's a number that's going to be the Catalyst for uh investors to wake up not only to the opportunities in gold and the bull market you know gold is now up tfold since the low in 19 you know 99 2000 2001 it's outperforming the S&P you know they were talking about uh the S&P hit a new all-time record high the other day but compared to where it was January 1st of 2021 the S&P was down about 57% if you price it in Gold so you know for all the you know the hype in the stock market it hasn't even beaten you know a a bar gold right and so it shows you that really what we're looking at is inflation not legitimate uh increase in in value uh but I think at some point investors are going to uh look at the bull market they've been missing in fact all last year investors were selling their gold and that's carried into this year uh Americans have been net sellers of gold they've been liquidating gold ETFs they've been selling their physical gold uh I know that just from my own gold company we you know we've been getting a lot of people calling us up to sell their gold um uh there's been net outflows out of all the Gold stock ETFs over the last year and so far this year so Americans have been completely missing from this bull market it's mainly been led by Emerging Market central banks who have been the big buyers and they're not anywhere near done buying they're they're really just getting started they have a lot of gold to buy so when the public starts competing with the central banks then yeah I think you're going to see uh an acceleration of the uptrend and I think then it'll spill over into silver because the central banks haven't been buying silver because they don't really have a place to store it so they they buy gold but the public will buy silver so I think silver has even more uh short-term potential than gold and I think uh money is going to come into the mining stocks I think Wall Street is going to take a look at stocks that are trading I mean the the big stocks are trading at at very low multiples uh low double digits you know 11 12 times earnings and that's you know trailing earnings their their actual earnings for 2025 will probably be so much higher than what analysts estimate that most of these big stocks are probably sporting pees of like seven or eight you know compare that to look you know Walmart which is down 6% today you know is trading at 40 times earnings I mean so I mean why pay 40 times earnings for Walmart I mean how fast could they grow their earnings they don't have anywhere near uh the earnings growth that you're going to see in these gold mining stocks that are trading for uh you know a fraction of the valuation of a Walmart it's mainly a function of uh the expectations of future uh earnings uh I think the analysts that cover these stocks and stock market investors in general they have no idea why gold is going up and they assume that it's just a fluke uh and that prices are going to come back down and so uh they're not willing to put a lot of value on gold companies earnings because they don't think the earnings are sustainable meanwhile they look at the increasing cost of Mining and they assume that that's going to continue so they think it's going to continue to get more and more expensive to M gold but they expect the price of gold to come down uh so it really is going to take a change of that perspective now of course at some point gold prices will go up so much that it doesn't even matter if they come down in fact I think we're already at that point I mean I think even if gold went back to $2,000 an ounce I think these mining stocks are still a good deal but Gold's not going back down to 2,000 it's more likely to go to 4,000 than 2,000 and and and so analysts have to start you know pricing this stuff in and realizing that there's tremendous potential now if they don't realize it the the companies themselves will his gold companies are increasing their share BuyBacks and so if Wall Street won't buy the stocks the companies will buy the stocks uh and they have massive earnings to De it with um and a lot of these stocks have got great balance sheets now they don't have a lot of debt they got a lot of cash they're earning tremendous amounts of cash uh you know there are companies that are able to mine Golds for under two thou under $1,000 an ounce most of them you know the cost is maybe1 00 to, 1400 an ounce but when you're talking about $3,000 gold there's a lot of margin in there yeah it's because the public has been missing and the public would is usually the buyers of silver not the not the central banks you they say it's the poor man's gold uh and you know when when gold got up near 2000 in 2011 when the public was involved when the Fed was doing QE and everybody was worried and gold prices got up to 1,900 silver got up to 50 now gold is 50% higher than it was at that Peak and silver is 40% lower right so uh Silver's got a a a a ways to go but once it really starts to break I don't know where the key level is is it 35 is it 40 you know where it is but I think when it goes through 50 next time it's going to go through it you know like that proverbial hot knife through butter and then I think 50 is going to become the support level for silver I don't know how long it's going to kind of base build at around 50 low 50s but then I think it could quickly double to 100 you know especially if gold keeps Rising so if gold goes to 3,200 3,300 uh you know I think in that environment silver could go to 100 and it would still not be expensive relative to Gold it' still be pretty cheap look Trump is still selling his watches I see those commercials all the time um you know I mean Trump is a promoter he's a marketer uh he's got a lot of business partners you know and uh you know they made a quick Buck off of this I mean I I was embarrassed by it I wish he hadn't done it but it does uh shine a light on the absurdity of crypto including Bitcoin because I don't see really fundamentally the difference between a meme coin and Bitcoin Bitcoin is a meme the meme is that it's digital gold I mean it's not but people think it is uh but at the end of the day there's a lot more that Bitcoin has in common with Trump coin or melan coin then then they have differences um and I really think it's unfortunate that that Trump has aligned himself with so many people in the crypto industry I mean yes he got a lot of money from them he got a lot of votes maybe that was the difference in in winning the election you know you never know if they you know if they tip the scale uh but you know they certainly helped but he needs to just distance himself from from that now um you know we we certainly don't want to establish some kind of reserve of Bitcoin and use government money to buy Bitcoin that would waste all the money we've saved from Doge in fact I'd rather have people send Social Security checks to to dead people uh than than buy Bitcoin uh Bitcoin to be a bigger waste um so hopefully that that that doesn't happen but but yeah you know and it wasn't just the Insiders look I there's a kid in my neighborhood 21y old kid uh I don't know him but somebody sold him a house over the weekend for $2.1 million a little house and he said yeah this kid got made $10 million he's 21 so he just bought his first house he made $10 million on trumpcoin and Melania coin uh you know but he wasn't an Insider but apparently he was watching very closely and he bought Trump coin at 27 cents and he sold most of it you know just at a couple of bucks he didn't you know he didn't have it when it was $75 but he got in and out and made himself you know between those two coins and he also was in on Libra he made money there you know he just I know he's just got he's ready he's got some kind of program the minute they launch he just goes right in and buys and then immediately sells right you know you don't he doesn't stay in very long right he just gets in and out but he's a 21- year old kid now he made $10 million where' that money come from did he did he did he add any value to society that you know that he was able to get 21 $10 million no he didn't he didn't add anything that money came from the 10 million that somebody else lost right that all these coins are a a a zero sum game or a negative SU game because there's a lot of you know costs associated with you know organizing them and promoting them and and making them work but when somebody makes money in crypto it's because somebody else lost it and the same is true with Bitcoin except that the people don't know they've lost it yet like a lot of people have made money in Bitcoin they bought Bitcoin and they sold the Bitcoin at a higher price and then they they bought stuff with it now the reason that they were able to sell Bitcoin and buy something with it was because somebody else bought Bitcoin now the person who bought that Bitcoin since the price of Bitcoin is way up still he doesn't realize he's lost any money yet because it's still in this pyramid scheme uh but eventually the people who still own Bitcoin are going to want to sell theirs because they're going to want to buy something they're going to want to buy a house they're going to want to buy a car or a boat or take a vacation or whatever it is they're going to want and then when enough people decide they want to get their money out it's they're going to realize it's not there because then the the whole thing collapses and and then people realize how much money they lost now of course if you sell now you haven't lost your money because you get out it's like it's like a game of musical chairs but when the Music Stops if you're still holding Bitcoin you lose right but but that's why they tell everybody never sell your Bitcoin right who made that up the people who want to sell their Bitcoin they made that up so other people won't sell theirs so they can still have a market uh to get out
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