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Sell Oil for Gold, Mahathir tells Saudi Arabia
Forbes.com - Reuters, 01.18.04, 7:47 AM ET ^ | 01.18.04, 7:47 AM ET | Reuters

Posted on 01/18/2004 9:04:33 AM PST by shanec

JEDDAH, Saudi Arabia, Jan 18

(Reuters) - Former Malaysian Prime Minister Mahathir Mohamad said on Sunday that Saudi Arabia should sell oil for gold, not dollars, to avoid being "short-changed" by a decline in the U.S. currency.

"The price of oil is $33, but the U.S. dollar has declined by 40 percent against the euro so you're effectively getting $20," Mahathir told an economic conference in Saudi Arabia's Red Sea city of Jeddah. "So you're being short-changed."

Saudi Arabia, the world's biggest oil exporter, has justified higher world oil prices by saying they are necessary to compensate for the slide in the U.S. currency.

Mahathir, who retired last October, spent much of his time in office upsetting Western governments and defying their economic orthodoxies. But he became a respected spokesman in Islamic and developing states and received an ovation in Jeddah.

He suggested countries tally their total annual imports and exports and settle the difference at the end of the year in "gold dinars". Sounding a discordant note, Mahathir also warned Saudi Arabia against rushing to join the World Trade Organisation (WTO), saying it was not necessarily a positive move.

Saudi Trade Minister Hashem Yamani said on Saturday his country had narrowed differences with the United States that were holding up accession to the organisation and said he wanted to join "tomorrow".

"Everybody should be careful before joining the WTO because it is not all positive. It can be very negative if you don't handle it properly," Mahathir said. "They try to impose their agenda without regard for some other countries."

Copyright 2004, Reuters News Service


TOPICS: Business/Economy; Foreign Affairs; News/Current Events
KEYWORDS: arabs; dinars; dollar; gold; malaysia; oil; organisation; saudi; trade; world; wto
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To: waterstraat
United States $50 gold coins(mintage created by Ronald Reagan).

Of course, if the US is in a crisis situation, you may be ordered to turn in those bullion gold coins at face value... Since the government now demands gold dealers provide customer information to big brother, you will be forced to account for your purchases.

Coins with numismatic value were exempted from the gold seizure of 1933. I guess FDR had a collection.

21 posted on 01/18/2004 9:51:37 AM PST by GregoryFul
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To: GregoryFul
The government does not require gold purchases to be tracked/registered, unless it is over several thousand dollars at a time/transaction, and there is no limit at all on US ronald reagan $50 gold coins. US $50 gold coins buy and sell are not reported at all.

Personally, I dont know anyone who turned in their gold coins to the government in the 1930's, i know some people must have, but I didnt know any of them. In fact, our largest supply of old US gold coins now comes from Europe where americans sold them over the years when it was illegal for gold to be bought or sold from 1933 to the 1970's. Most americans did not turn in their gold, and when they wanted to sell them in that time period, found plenty of people and other governments who were more than eager to buy them.

22 posted on 01/18/2004 9:57:40 AM PST by waterstraat
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To: bulldogs
Gold stocks are more volitile than physical gold, but are more liquid. If you want to hedge against the dropping value of the $, but don't want to do homework, buy one of the gold funds, SGLDX, GOLDX, etc. offer good management of a gold hedge.
23 posted on 01/18/2004 9:57:42 AM PST by GregoryFul
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To: shanec
I'm sorry, but this guy is no genius. The oil will sell for whatever the market will bring it, whether in Eruos, or dollars or anything else. Selling your oil for a declining dollar just masks the fact that the price of oil fell more than you noticed. It still would have fallen had you sold for euros, or pork bellies, or anything else.

And nothing stops him from spending all his dollar reserves to buy gold now. Why doesn't he do it?
24 posted on 01/18/2004 9:59:39 AM PST by marron
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To: waterstraat
The government does not require gold purchases to be tracked/registered

I think this changed with the Domestic Security Enhancement Act, signed on December 13th 2003. I'm not good in reading legalese so I might be wrong.
25 posted on 01/18/2004 10:00:44 AM PST by SkyRat (If privacy wasn't of value, we wouldn't have doors on bathrooms.)
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To: Cu Roi
I like the US ones too, esp. the pre-St. Gaudens 10s and 20s. I heard somewhere that Krugerrands tend to have low margins compared to other modern bullion coins?

In my area, some dealers have the lowest margin over bullion price for the Kruggerands, yes. you pretty much buy and sell at very near the bullion price.

Some of the chinese gold bullion are now premium prices, since they change the design/panda pictures each year. Gold has held its value over the years while lots of paper money went worthless. It was better to hold gold instead of german marks, russian czar rubbles, or confederate money. Gold dollars are sounder than bush dollars.

26 posted on 01/18/2004 10:02:26 AM PST by waterstraat
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To: SkyRat
The government does not require gold purchases to be tracked/registered I think this changed with the Domestic Security Enhancement Act, signed on December 13th 2003. I'm not good in reading legalese so I might be wrong.

Can you check on that? I havent bought gold since then, or lately. Is that another reason why gold went up in the last 6 months? What has gold coins to do with Domestic Security Enhancement?

27 posted on 01/18/2004 10:05:17 AM PST by waterstraat
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To: shanec
Former Malaysian Prime Minister Mahathir Mohamad

Right, he's my financial adviser too. NOT

28 posted on 01/18/2004 10:07:20 AM PST by RightWhale (Repeal the Law of the Excluded Middle)
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To: waterstraat
The government does not require gold purchases to be tracked/registered, unless it is over several thousand dollars at a time/transaction, and there is no limit at all on US ronald reagan $50 gold coins. US $50 gold coins buy and sell are not reported at all.

PA II requires banks, gold & jewlery dealers, and any other dealers of portable value to report transactions. Seems like the coins would be covered to me.

Personnally, I don't know any bank robbers, but I know they exist. Many people get away with breaking the law, others try and get caught.

The capability of the government to track and document your "private" transactions today is greatly enhanced from what it was in 1933 through the 1970s. I wouldn't be too quick to trust privacy as a cover for violating the law.

29 posted on 01/18/2004 10:15:21 AM PST by GregoryFul
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To: All
Shopping around at local coin shops, figure on 1 oz Krugerrands going for about $10 over the spot price of gold at that moment and, the more popular, U.S. Eagles around $20 over spot. (Try to find and stay well under a 3% premium.)

You should not have to give any personal information on purchases under 10K, I believe, at this time, though new law was supposedly signed recently that would require all future purchases to be recorded and it'll be effective soon, is what I've been told. Selling, though, to dealers often have lower limits requiring I.D., and sometimes even municipal requirements, same as pawn shops, to discourage stolen property being easily sold off through them.

30 posted on 01/18/2004 10:28:30 AM PST by shanec
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To: B4Ranch
ping
31 posted on 01/18/2004 10:28:51 AM PST by glock rocks (molon labe)
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To: shanec
You can bet you bottom dollar...Or is that bottom gold brick? that the Saudis are heavy long gold, either as tangible or contract.

The timing of this in light of the Golds pull back and dollars bounce is too fishy to even think they are heavy heavy long.

In fact I would even venture that this has been part of their strategy all along, only hastened along by the pullback in the yellow stuff.
32 posted on 01/18/2004 10:32:41 AM PST by antaresequity
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To: antaresequity
should be: to even think they are NOT heavy heavy long
33 posted on 01/18/2004 10:33:23 AM PST by antaresequity
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To: waterstraat
What has gold coins to do with Domestic Security Enhancement?

Why would anyone wish to buy or sell larger quantities of gold if they weren't involved in the financing of terrorism or drug money laundering? There is, obviously, no reason to secretly deal in gold unless you are invovled in illicit transactions. Illicit transactions are a threat to our national security.

If you don't believe this, go ask the Repubilcans: They're the ones that passed the act. Oh yeah, be sure to vote for them again, after all, think how much worse it would be if Gore was president.

34 posted on 01/18/2004 10:36:32 AM PST by templar
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To: shanec
Veddy veddy interesting.

But we've seen this before. From The Gold Polaris

In the four Carter years, the gold price quadrupled again, spending much of 1980 above $600 as interest rates climbed to their highest levels in U.S. history. It made not the slightest difference that Carter presented a "balanced budget" in January 1980. By the time Paul Volcker had arrived as Chairman of the Federal Reserve Board in July 1979, the price of gold was being totally disregarded as a monetary signal and was already up to $237. Without the Polaris, Volcker and the Carter Treasury began pushing buttons and pulling levers, hoping something would work. They tried credit controls, a switch of monetary targets, "jawboning" or "moral suasion," and raising the federal funds rate which the Fed controls. It did everything but drain surplus liquidity from the market -- the one thing that would have worked. Indeed, in the fall of 1979, Volcker advised Congress that because the economy would grow faster in 1980 than had earlier been anticipated, it would need more liquidity! The price of gold jumped to $850 at its peak on February 1, 1980.

The rampant inflation underway was blamed on everything else but the central bank's dismissal of gold as a signal of surplus liquidity. The Arab nations were blamed the most for raising the price of oil. The Organization of Petroleum Exporting Countries (OPEC), though, specifically blamed the quadrupling of the gold price as their reason for wanting four times as many paper dollars for a barrel of oil. American economists also blamed American companies for raising prices, blamed management of American companies for raising executive compensation, and blamed American workers for excessive rising expectations. In the absence of a federal budget deficit to blame in early 1980, they blamed the U.S. trade deficit with Japan. When soaring interest rates then drove up the cost of debt service, and with it the federal budget deficit, the economists who had pushed Nixon into the devaluation blamed the "twin deficits," budget and trade.

35 posted on 01/18/2004 10:44:04 AM PST by SteelTrap
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To: antaresequity
I agree, also for personal wealth/savings diversification & protection, I would not ignore silver. While gold gets most of the attention in the media and the flack from Central Bankers trying to tarnish its competing with their paper, silver has even greater upside potential than gold does. IOW, it'll likely have a shot at doubling easier than gold would.

Berkshire Hathaway's Feb 3, 1998 press release was where Warren Buffett first disclosed his initial large silver purchases of 1997/1998. These were actual physical have & hold purchases of the metal. It would appear that Buffett indeed expects there to be large supply shortages in the future & that he is in his silver investment for the long-term. I may not shadow everything he says and does, but he's a guy I would not readily bet against either.

36 posted on 01/18/2004 10:58:04 AM PST by shanec
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To: GregoryFul
PA II requires banks, gold & jewlery dealers, and any other dealers of portable value to report transactions. Seems like the coins would be covered to me.

YOu didnt mention coin stores, which is where most gold coins are bought and sold.

The gov cant track gold any better today. The gov also has no idea who owns gold today after 20 years of every american buying as much gold as they can over all these years. There are probably just as many american households with gold as with guns - who knows where the gold is now? Anyways, any individual will gladly give $400 cash for a gold coin.

37 posted on 01/18/2004 11:21:02 AM PST by waterstraat
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To: shanec
The problem with silver, is that it used to have an industrial use - making photos. NOw that everyone uses digital cameras, silver use/demand will steadily go down. Besides that, $10,000 in silver is big and heavy, $10,000 in gold is very small.

There is lots of silver in the world, there is very little gold. All the gold ever mined in the history of the world can be placed in a very small cube.

38 posted on 01/18/2004 11:25:20 AM PST by waterstraat
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To: waterstraat
IMO, in the near future, Silver will dominate the metals market. Gold is primarily used for jewelry (more than 90%), whereas silver is primarily industrial, with little emphasis on jewelry (less than 1/3). Photography (1/3) is at an all time high, and digital photography is actually increasing the demand (also, X-rays comprise a massive segment of photography). Kodak just anounced that they are no longer producing cameras, and instead will focus their business on film and disposable film cameras, especially in the chinese market. In fact, since the development of the Digital Camera, photographic demand for silver has increased every year. Silver is used in tons of electronics and circuits, wiring, it's used on music CD's, windshields, etc, etc. The list is so extensive it could take up pages. It truly is the indispensable metal.

All of the US stockpile has been consumed, and we have been running a deficit for the last 14 years (over 100 million ounces per year = 1.5 billion ounce deficit). When the sh!t hits the fan, don't be suprised to see silver bolt like never before, easily racking up double and triple gains. You'll see people lining up to turn in their silverware like they did in the 80's. However, this time the price will not falter as it did during the Hunt brother fiasco (or should I say the COMEX scam).

Silver may very well become the king of metals.
39 posted on 01/18/2004 11:30:01 AM PST by blabs
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To: glock rocks
These guys who can use a calculator are a real pain in the ass!
40 posted on 01/18/2004 11:31:03 AM PST by B4Ranch (Dear Mr. President, Sir, Are you listening to the voters?)
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