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[讨论] 很久没来了,抛砖引玉share点我的一孔之见

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发表于 2012-8-5 12:59 AM | 显示全部楼层


revolver 发表于 2012-8-4 02:55 AM
Copper monthly chart - copper started to surge in 2003 when the demand from both BRIC infrastruc ...

the problem is commercials are still accumulating copper. How do you interpret this with the potentially negative outcome of your chart? Would love to hear your advice.
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 楼主| 发表于 2012-8-5 04:18 AM | 显示全部楼层
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The question is how European situation can improve?

Europe can be only rescued by Germany's money, however it certainly will not come freely. Germany essentially requires PIIGS countries to surrender their sovereignty, in certain forms and to certain degree. Such a deal is very difficult to swallow for PIIGS as it means Germany's ruling to Europe. Hence to make such a deal to happen, to ensure it's accepted politically, the PIIGS economies and financial markets must go worst first before turn better. Euro needs to be kept under stress continuously, to allow PIIGS being brought down 1-by-1. Hence, any effect from ECB easing is set to be short life.

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有见地!  发表于 2012-8-6 10:13 PM
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发表于 2012-8-5 12:38 PM | 显示全部楼层
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发表于 2012-8-5 03:56 PM | 显示全部楼层
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发表于 2012-8-5 08:40 PM | 显示全部楼层
赞!顶,鼎!
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 楼主| 发表于 2012-8-5 11:00 PM | 显示全部楼层
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Sorry that I am not an expert on COT analysis.

However from your chart, it seems self-descriptive that large trader's position is positively correlated to copper price, small trader's not correlated and commercial actually negatively correlated. I don't know why but the pattern looks so.
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发表于 2012-8-5 11:21 PM | 显示全部楼层
revolver 发表于 2012-8-5 09:00 PM
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Sorry that I am not an expert on COT analysis.

commercials are the "smart money". They normally decide the future direction. Small traders don't matter. Large traders are normally the opposite direction.
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发表于 2012-8-6 06:33 AM | 显示全部楼层
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发表于 2012-8-6 12:13 PM | 显示全部楼层
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发表于 2012-8-6 08:25 PM | 显示全部楼层
铜,坚决看跌。。。。
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发表于 2012-8-6 09:05 PM | 显示全部楼层
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发表于 2012-8-6 10:27 PM | 显示全部楼层
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