Citer:
However, Hayman expects more demand for physical delivery of precious metals. That could cause problems because there are only enough inventories in COMEX warehouses to supply 15% to 30% of open interest on futures and options contracts, the firm explained in a presentation to investors earlier this year.
Il ne faudrait pas que tous les gens qui tradent les métaux précieux au COMEX demandent une livraison car la couverture des contrats n'est que de 15 à 30% !
Citer:
Compared to the long-term average of M2 money supply in the G-20 countries, gold is cheap. It should also increase in value as it becomes scarcer relative to a growing supply of printed currencies, Jones explained.
If gold prices are adjusted for inflation, the price is still a long way below records hit 25 years ago. Depending on which inflation measure is used, the peak is between $1,600 and $2,400 per ounce, he wrote.
Tudor's proprietary model, which takes into account inflation, M2 growth and real rates, suggests gold is 20% under-valued over the next 24 months, Jones concluded.
Donc selon ce bonhomme, l'or est sous-évalué de 20%, autrement dit il devrait être à $1500.
C'est un article à lire car d'autres arguments sont présentés en faveur de l'augmentation du prix de l'or.
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