darkbloom
07.09.08, 17:02
...They Were Glad”
Bardzo ciekawy komentarz Dona Coxe wyjaśniający "masakrę" commodities z 13
lipca br. Coxe twierdzi, ze była to zorganizowana akcja.
No więc mamy byłego CEO z Goldman Sachs (Paulson), który ma kontakty w
"starej" firmie:
"So what they did – and this is why you want in a crisis like this, you want a
Goldman Sachs ex-CEO at work. People sometimes sneer about the fact that
Goldman seems to just get all these big appointments. But what it means is
you’ve not only got somebody that really knows the markets, but somebody who’s
access to information is terrific and who really understands how you can
intervene in the markets successfully. Because if you’re going to do a
strategy like this, it’s got to work."
...wsparcie SEC, która zakazała krótkiej sprzedaży instytucji finansowych i
wsparcie CFTC:
"So what they were able to get information on, with help from the Commodity
Futures Trading Corporation, was the change in the make up of who was driving
this huge rally in the commodities. And there had been a change since May in
the speculative investors had a much bigger share on the buy side. And these
were levered speculators lead by the hedge funds."
więc...
"...So what they did was basically said “All right, we’ve got to bail out
these over-levered banks, we’ve got to do something to get the bank index
rising so that we can create equity in the banking system that they can do
re-financing. So we’ll go from taking all the pressure on leverage off the
banks to putting it on the commodities. And we’re going to focus particularly
on oil, gold and the grains.” Because if you could take those out, you would
also take out the inflation scare. So you get a psychological effect, plus the
real effect of the leverage being unwound in the private sector in a way that
was deemed deleterious to the financial system.
And they did it and it worked..."
Poniżej transkrypcja z podcast'u:
tinyurl.com/6aovh6
Btw. To by uzasadniało te braki w fizycznym srebrze/złocie przy spadkach cen,
o których wspominał Polarny:
forum.gazeta.pl/forum/72,2.html?f=17007&w=83724017
A idąc w spiskowych teoriach dalej, skoro na commodities jest nadal bull
market, skoro ta zwała była "orchestrated" to banki, wchodząc tam w długie
pozycje mogą się szybko i tanio dokapitalizować...
