Pomer Au vs Ag sa vráti na 1:16
Výkon zlata v tejto dekáde bude výborný, avšak striebra podstatne lepší. Eric Sprott podkladá svoje tvrdenie skutočnosťou, že množstvo vyťaženého zlata je asi 100x väčšie, ako striebra. V súčasnosti za každý jeden dolár investovaný do zlata je taktiež jeden dolár investovaný aj do striebra. Predsa nie je možné mať pomer nákupu 1:1 a cenu nezmenenú; navyše ak ponuka na trhoch je odlišná.
V súčasnosti je zlato asi 45-krát drahšie ako striebro (pomer 1:45). Historicky sa pomer týchto dvoch kovov pohyboval okolo 1:16 a Sprott verí, že časom sa súčasný pomer opätovne vráti na historicky.
On Wednesday, Mr. Sprott said his comment about silver does not mean he is abandoning gold altogether. “Anything I said about it being the resource of the last decade was not to suggest that it wasn’t going to do well this decade,” he said. “It’s just I think silver will do better.”
He bases that conviction on supply constraints: The amount of gold already mined is about 100 times greater than silver, yet for each dollar invested in gold, another dollar is currently being invested in silver. “By definition, you can’t keep buying it at 1-to-1 and have the price stay the same” when the supplies are so different, he said.
Moreover, the price of gold is trading about 45 times the price of silver. Historically, the ratio has been about 16 times and Mr. Sprott thinks the two metals will move back in line with that ratio.
20.08.2011
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