... bemerkenswerte Ignoranz der Marginerhöhung sein: ------------------ tfmetalsreport.blogspot.com/2011/02/wow.html To the point, however, what's a girl to do? You can see by looking at the chart above that Blythe tried to raid today but she didn't seem to do it with the usual bluster and gusto. How could she? Every new March contract she sells only adds to her problem. She is truly caught in a catch-22. Again, what's a girl to do? If the March longs stay resolute, she's screwed. Even if only 20,000 stand for delivery, thats 100,000,000 ounces that the Comex has to deliver. By most estimates, that's their entire inventory. She and The Evil Empire must, somehow, convince/force March contract holders to close their positions but if they can't scare them by crushing price, how do they do it? They could get the CME to raise margin requirements but if you're ready to stand for delivery by putting up 100% of the cost in eight days, a margin increase today is of zero consequence. So what's left? She can't scare people out through raids and she can't finance people out through margin hikes. She's fucked. She/They will be forced to settle again in cash + premium, just as many suspected they had back in December. However, back then it was just a couple thousand contracts. Now it could be 20,000. Shit, it could be 40,000! And the problem is, word is out. What do you think will happen in May?!? Will 80,000 stand for delivery? 100,000? ------------------ Nun müsste eigentlich ein Dip bei den Silver-Lease-Rates folgen - wenn die Erfinderin der finanziellen Massenvernichtungswaffen sich das Exposure in einer Leihe covered. Dies ist aber offensichtlich nicht der Fall. (siehe Anfang Januar) |