The Epic American Credit and Bond Bubble Laboratory Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: russwinter	10/8/2004 6:12:49 PM
	of 110194

Does anyone take consensus of trader consensus-inc.com or MarketVane and get the numbers in a timely manner. I'd like to see them posted here regularly, as a sentiment overlay to the COTs. It's starting to look like we are getting some extreme "big trade" setups right now, and the spec crowd may be getting way offside, it's one of the reasons I was "falsely" suspicious about the job revision numbers. Specs have piled into metals (especially gold), up 172,724 long on 7-27 to 308,107. There has been a surge in energy as well. There has been a persistent surge in spec longs in the stock indexes. Specs look too short the USD, major exception, the Yen. There is stunning spec short position built against grains, 220,699 short, mostly on corn and soybeans. It looks like commercials got somewhat long bonds before the job report. Of course this shift was concealed because it was reported afterwards.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next