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发表于 2010-3-29 09:36 PM
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According to the Zero Hedge, GS is actively buying up S&P contracts (GS is classified as a commercial hedger) - then who's selling? We know that LARGE SPECs are buying as well to cover their net-short positions. Small spec (classified as non-reporting on the COT report) is only slightly net long (and they were very short in previous couple of weeks) - and that leaves other commercial hedgers (i.e., non-GS commercials) as sellers! |
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