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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: Lee Lichterman III who wrote (69333)9/14/2022 2:45:25 PM
From: Sun Tzu3 Recommendations

Recommended By
ajtj99
Lee Lichterman III
towerdog

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China and India gorging on cheap Russian oil was my original oil bear case before oil hit its highs. I wrote about it in several posts ahead of time warning people that even without relabeling the oil, the Chinese and Indian imports will simply leave more of the OPEC oil in the market for others to buy and therefore will put pressure on oil prices - ergo they won't get their $350 oil they were dreaming about.

Nonetheless, oil seems to have stabilized. I will have to make up my mind about it and live with the consequences.

Metals are a different story. The best (and fairly safe) trade is to go long silver and short copper. This is the best trade to hold on to for the next 18 months or so. I just can't find a decent instrument for that. There are no inverse ETFs for copper. I can do it via the futures, but I don't want to put in double margins. If only I was rich enough to have a direct line to a structured derivatives desk! I suppose options could be a possibility, but it is still messy. If I can't find a way, I will be like a cat staring at the fish just beneath the ice - so close and yet so far.
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