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To: big guy who wrote (40111)3/13/2005 7:09:23 PM
From: profile_14  Respond to of 206338
 
I don't either, but I have read notes suggesting that commercial hedgers are net short for the first time since June 2004, and that the net long positions are by funds and speculators. I think the conclusion of the article was to fade the small fish because if the commercial guys who have the best visibility in the world are going net short, then what do folks with more limited visibility have as a reason to go long?