Don’t you think the March COMEX expiry could prove to be a pivotal moment? Were I managing a hedge fund—given the well-known challenges banks face with shorts and the limited physical supply at the exchanges—the most straightforward trade might well be to go long futures, take delivery, and sell into the ensuing squeeze.
Hi MC … the reveal of your skill set is set out in my NOV 2 25 post … You were my Sherpa ascending back to where the air is skinny … you get a ton of credit for keeping my great life intact and making it better …
This chart is a ton of you … but my utmost respect for S/D and thousands of years of beliefs so deep they are embedded in the DNA of those who still know … what they knew then … I own metals down to scanadium … $MMs …
MC,
Don’t you think the March COMEX expiry could prove to be a pivotal moment? Were I managing a hedge fund—given the well-known challenges banks face with shorts and the limited physical supply at the exchanges—the most straightforward trade might well be to go long futures, take delivery, and sell into the ensuing squeeze.
Best regards,
Thorsten
Hi MC … the reveal of your skill set is set out in my NOV 2 25 post … You were my Sherpa ascending back to where the air is skinny … you get a ton of credit for keeping my great life intact and making it better …
This chart is a ton of you … but my utmost respect for S/D and thousands of years of beliefs so deep they are embedded in the DNA of those who still know … what they knew then … I own metals down to scanadium … $MMs …
a lot of you in a few $MMs …