Germany is doing MUCH better than reported on the Nat Gas front, while everyone seems to agree upon a European zombie-apocalypse scenario making July/August the most hated rally ever.
Andreas, i’m looking to take you up on your $DAX short but considering there hasn’t been any past historical data in terms of energy crisises, and that this is unprecedented, where exactly do i exit my position/set my TP?
I added some commodities like Cu, Zn and Ni - medium- term 1 year holding period target. IMO Risk/Reward tilted favourably on the basis of structurally higher energy costs longterm
Who doesn't love an Opposite Day post? Great work as always.
Andreas, i’m looking to take you up on your $DAX short but considering there hasn’t been any past historical data in terms of energy crisises, and that this is unprecedented, where exactly do i exit my position/set my TP?
Great analysis
Could you please explain chart 1?
What does "c.o.p. 1 year" stand for and what precisely is positioning as % of open interest?
Thanks
I added some commodities like Cu, Zn and Ni - medium- term 1 year holding period target. IMO Risk/Reward tilted favourably on the basis of structurally higher energy costs longterm