저자: JimRogers · 외국인
요약 보기
금과 은이 조정 중이지만 장기적으로는 상승을 기대하며, 현재는 매수하지 않고 조정이 끝날 때까지 관망 중이라는 결론. 금·은 가격은 지난 18개월간 크게 올랐고, 최근 조정은 인도 등 여러 나라에서 생계를 위해 금·은을 매각하는 강제 청산 때문이라고 설명. 발언자는 조정 저점을 정확히 맞추기 어렵다고 인정하며 조정 중 더 사겠다는 계획을 밝힘. 위기 시 안전자산으로 미국 달러가 먼저 몰릴 것이며, 다음 큰 위기에서 달러가 과대평가되어 버블이 될 수 있다고 봄. 그때 달러를 팔고 은·금 등으로 옮길 계획. 중국 위안화(런민비)는 태환이 제한되어 안전자산으로 쓰기 어렵고, 사람들이 자금을 봉쇄된 통화 시스템으로 밀반입하지 않는다는 점에서 한계가 있다고 주장. SDR(특별인출권)은 추상적인 인위적 자산이라 신뢰하지 않으며, 실물 은·금을 보유하는 것이 확실하다는 입장. 정부는 디지털 화폐를 선호하는데 이는 통제를 강화하기 위함이며, 정부는 무력(총·탱크)을 가지고 있어 결국 법정화폐 독점을 강제해 왔다고 설명. 인터넷이나 전력이 끊기면 암호화폐는 쓸 수 없다고 비판하며 실물 자산의 필요성을 강조. 금·은 외 개별 종목·지수 예측은 없음.
다듬은 글
ivan silver's doubled in the last year i think that's a nice move that's true i'm made happy i wish it had quadrupled we should you know et cetera gold and gold is up dramatically in the last uh 18 months or so so these they're moving now of course i want gold to go to 10 000. i want silver to go to 5000 i mean of course i want this to happen but you know uh there are people buying other things mainly stocks right now uh and remember that in many countries of the world for instance uh india is a huge the biggest market for gold and probably for silver you know a lot of people are having to liquidate their silver and gold to get to buy rice to eat people out there in the world that are suffering right now uh from the economy the world economy and and there is silver and gold being sold to to eat which is certainly understandable uh i am not buying either at the moment i see the correction taking place uh i plan to buy a lot more of both somewhere doing this correction i have no idea where i'm a horrible market timer i'm the worst market timer in the world but no i understand that they're down i certainly want them to go skyrocketing i know they should and they will but i know the reasons why because i can look out the window and see a lot of people all over the world having to force liquidation of gold and silver the united states has been when there's turmoil people always look for a safe haven and the u.s probably from my whole life has been the safe haven but that we talked before that that's in the process of changing hasn't changed yet in fact if i had to you if you asked me which currency would i own i would own the us dollar right now because first of all it's in a correction but second when the next serious turmoil comes people are going to flee to a safe haven and they all they can think of is the us dollar they're not going to buy the euro they're not going to buy the british pound uh neither by the russian ruble or that the chinese currency they cannot buy i would but they cannot because it's blocked i mean it's a blocked currency that's absurd to talk about the renminbi as a as a safe haven when you have about currency so i would suspect that the us dollar in the next turmoil will go up it will get overpriced it might even turn into a bubble of its own uh if the turmoil is bad enough and worldwide enough but that would probably in my view that will probably be the last gas and that's when i will have to sell my us dollars and put them somewhere else and you ask me where i presume you are because i see what you're doing it's probably going to be more silver or more gold at that time it might be the renminbi at that time if the chinese currency is convertible i mean i don't know i know i'll be i'll own a lot more silver before this is over i know i'll own a lot more gold before this is over i'm looking for which country and which assets well sdr's special drawing rights which is some kind of amorphous made up thing by the world bank is not maybe but i i doubt it you know the the academics and the and the bureaucrats say why sdrs or don't don't buy blah blah blah well look i'm an old peasant us old peasants know we want to have some silver over there in the corner when the things go wrong we want to have some gold under the bed when things go wrong we don't care about the bureaucrats and the and the academics so that's all i know at the moment yes you're i mean the chinese currency it's not convertible as i said and as you said um you talk about the chinese wanting to get their money have you ever heard of anybody trying to smuggle his money into a country where it's blocked where you cannot take it out i mean come on i've been investing around the world decades i never heard of people smuggling their money into a blocked a blocked economic system up here or would you if you couldn't take your money out who would try to smuggle your money into a country like that so that is the main that is a problem with the red men be right now so i i am looking i don't know and it may be by default it will only be gold and silver in the future if the us dollar does that and you know and frequently when the dollar goes through the roof gold and silver go down or at least go down relative to to the skyrocketing dollar that might happen again be wonderful dollar goes too high i sell my us dollars silver and gold are down hooray hooray i don't know if it's going to work that way it often has but i'll have to be looking around at that time well uh every country in the world nearly every country is now working on uh crypto money as you call a computer money i mean if you're in china you you cannot take a taxi with money i had chinese friend in me in my hand and she didn't know what to do i mean she was probably 19 years i don't know how she was she was never seen money you know except on the computer so every country is doing it the chinese are ahead of the rest of us uh and as far as computer money is concerned but yes governments love it because firstly you don't have to print it you don't have to transport it you don't have to it's easier to account for and they will know everything we do they'll know everything so they love it i mean i hate the control it gives me more control but they will certainly do that and throughout history now the crypto guys say and is right we're smarter than the government well of course they are everybody's smarter than the government for goodness sakes but the government's got the guns they got the tanks and 80 years ago 90 years ago you could use other things for money if you in fact banks could print their own money you and i could make deals in silver or gold or whatever but then the bank of england said from now on it's an act of treason to use anything for money except our money and do i like this no do i know history yes do the bureaucrats and politicians like to power in the control yes that's that's what history did they're human beings they love control and power do they like us no no no they don't care about us you know so they're going to do what's good for them and what's good for them is control and you think that when the u.s has money on the computer washington d.c is going to say okay guys this is money now this is the legal tend in the u.s and but you can also use this other money too are you kidding the treasury department and the central bank in washington say okay guys it's okay we got this is our money and you use that money over oh come on i'd also point out to you if the internet goes down i mean just recently in myanmar they closed the internet well what good does your crypto money do you if the internet's closed recently in texas the electricity went down yeah you could be sitting there richard pie with with all the crypto money in the world but if the electricity's off you can't go down to the grocery store and say i need some bread wow but my but your electricity's down the grocer's gonna say well mr lewis that's okay we feel sorry for you but we got to have money you
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