저자: PeterSchiff · 외국인
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결론: 금은 현재 조정 중이지만 연준의 통화정책 한계가 드러나며 향후 급등할 것이며, 달러·법정화폐 의존은 위험하므로 금과 해외 배당주로 분산해야 한다는 주장. 금 가격 흐름: 2011년 1900~2000달러 고점 이후 연준의 정상화 믿음으로 금이 하락 약세장에 들어갔다고 설명. 금 전망: 현재 금은 약 1300달러 부근이며 1355·1315 저항선을 돌파하면 1400~1450달러로 갈 수 있다고 봄. 1400 돌파 후 다음 상승 국면이 시작된다는 입장. 연준 전망: 주식 하락으로 연준이 다시 양적완화와 금리인하로 돌아갈 것이며, 인위적 저금리 중독에서 벗어날 능력이 없다고 주장. 거시 환경: 무역적자·재정적자 확대, 인플레이션 상승, 금융자산 가격 하락, 채권 가격 하락 등은 금에 유리하다고 봄. 주식 관련: 다우지수는 23000~24000 수준으로 금과 만나 하락할 여지가 크다는 취지의 발언. 대응 방안: 금(골드머니 등 온라인 구매) 보유, 싱가포르·스위스·노르웨이·뉴질랜드·홍콩 등 해외 배당주 포트폴리오 구성, 달러 의존 자산 축소. 본인 회사 고객 자산관리 상품을 홍보. 리스크/조건: 달러 붕괴와 생활비 급등을 전제로 한 비관적 시나리오이며, 시점은 명확히 제시되지 않음.
다듬은 글
Stephanie cameraman live at the Orlando Money show and I am here again with Peter Schiff who is like the biggest bull I've ever met just kidding that is on what you're talking about that's sure he's very bullish on gold I am it's not even rising now because so many people don't understand what's going on see what what caused gold is sell-off ever goal got up to like nineteen hundred and two thousand eleven well when everybody became convinced that the feds you know monetary experiment was the success that QE worked at zero percent interest rates worked and that the Fed could successfully withdraw the policy that they can normalize interest rates and shrink their balance sheet that's when gold you know fell sharply went into a bit multi-year bear market come and but now people don't understand that what the drop in the stock market likely means is that the Fed is now going to have to go back to the QE well they're going to have to go back to the rate cuts and then people are going to realize that it was all Bluff that the Fed has no ability to ever get the economy off that monetary heroine right they have created an adding we need artificially cheap money because that's the only thing keeping us going of course eventually we're going to die of an overdose but the Fed doesn't care about that they're just caring about the here and now and when the markets figure out this box that we're in then Gold's going ballistic but right now they don't get it right they they think oh you know the Fed is going to keep raising rates and and and they think that's bearish for gold and it's not I mean gold thrives in an environment of rising inflation falling financial asset prices falling bond prices widening deficits we've got exploding trade deficits exploding budget deficits these are all very bullish for gold it's just a two-minute the people that trade the markets don't understand the fundamental because gold has not budged at all past couple days which nuts actually gone down about 1,300 but it you know well there's resistance at 1355 1315 right at that line and I can see if we break above that I can see us going to 1400 1450 well we have a once we get about 1400 I mean then maybe there's a mm can happen very good happen I agree and then that's the beginning of the next leg up sorry I agree he's not gonna stop that we tested it recently and pulled back and the dollar came down to a major support level the question in my mind is when is the price of gold and it's gonna hit the stock market when are they gonna be the same because I think that's gonna happen some way Wow and you know right now the Dow I followed the doubt so right now the Dow is twenty three twenty four thousand so got a long way to come down and meet up with gold somewhere in the middle yeah no I agree so I mean how could people prepare themselves you know for this financial debacle because that's what you're really yeah well what I can make sure homes a goal for sure what's the best way to to buy gold would you suggest gold bars go closer pens you know I mean I have a gold company shift gold even though my website talked to one of my representatives about how to buy gold people can go to gold money com just open up get some gold online you can use as a medium of exchange right yeah and it's convenient and easy to use and it's real money but people can also build portfolios of dividend-paying stocks in other countries Singapore are Switzerland Norway New Zealand Hong Kong I mean other places that you can get income that's not in the US dollar because people who are dependent on dollars for their income are in a lot of trouble yes the dollars going to collapse and therefore the cost of living is going to soar and if you only have dollars you ain't can be able to afford much living a lot of people who are retired right now they're gonna be back in the workforce in five years because their money will have retired before they expire right so I think if you want to avoid that you know you got to get your money that's what I'm doing my clients that you're a Pacific Capital people you know here's money show I got a workshop later today on that but if they're not here go to my website at Europe at calm and you know give one of my representatives a call because we can create portfolios managed accounts or brokerage accounts that are designed to protect your purchasing power and provide meaningful sources of income in the environment that I see coming where I think most people are going to get wiped out that is awesome stuff you guys definitely good to be protected and it's so great talking with you Peter thank you so much really good stuff really good fun
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