Silver Short CTA Pathway to Hell Begins
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Housekeeping: Good Morning.
Gold Revaluation is happening (quite literally) before our eyes
Today:
* Commentary: CTA Seasonality
* Premium: Silver and Gold in Goldman’s CTA analysis
Equity Recap:
US equities retreated on Wednesday as investors continued to consider corporate earnings results and the Fed's next rate moves.
Premium Markets: CTA Chop Season
BOA: Outside of Gold, CTA commodity shorts increasing
Except for a relatively large Gold long, CTA positioning in commodities is quite short. Next week…
The skinny
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