Would you happen to have any data on who usually ends up being
right on this? I know that in commodities it usually ends up
being large commercials (and I tend to assume the same in ES), but
with so many options/ hedging products out there I wonder if the
relationship still holds. I'm asking because I really don't
know the answer and it seems like a pretty important one.
Its just another tool when it lines up like beginning of
last year specs were long and comm short. ...oct lows we got the
cpi print. bears has everything they wanted and we ended
positive on the day. the positioning helped.
Would you happen to have
Posted by pep8261 on 5th of Jun 2023 at 12:38 pm
Would you happen to have any data on who usually ends up being right on this? I know that in commodities it usually ends up being large commercials (and I tend to assume the same in ES), but with so many options/ hedging products out there I wonder if the relationship still holds. I'm asking because I really don't know the answer and it seems like a pretty important one.
Its just another tool when
Posted by jonesy85 on 5th of Jun 2023 at 12:49 pm
Its just another tool when it lines up like beginning of last year specs were long and comm short. ...oct lows we got the cpi print. bears has everything they wanted and we ended positive on the day. the positioning helped.
2020
Posted by jonesy85 on 5th of Jun 2023 at 01:00 pm
2020
Thanks jonesy - appreciate the take.
Posted by pep8261 on 5th of Jun 2023 at 01:44 pm
Thanks jonesy -
appreciate the take.