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CFTC Reports New Net Speculative Euro And Cable Record Shorts

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The CFTC’s latest weekly Commitment of Traders report shows that after a brief respite, potentially dictated by Goldman’s very temporary euro bullishness, the euro is back to having a record number of non-commercial futures-only positions at -74,917. This is a more than 50% increase from last week’s -46,341. As a reminder the prior euro net short record was -74,551 two weeks ago…

Watch the Bond Market, Not Bank Lending or Velocity

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A few weeks ago we wrote about the true cause of hyperinflation, which is a major break or failure in the bond market. It has nothing to do with demand, bank lending or the velocity of money as many have suggested. It is a confidence issue….

Gold Sentiment Updated

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…I look at many things to track sentiment. In terms of Gold we have COTs and various sentiment surveys among other things. The ISE put-call data has been the most reliable…

Where is the Value in the Precious Metals Sector?

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…Interestingly, the best value is now at the very bottom of the food chain. Some people call these the crap juniors or the garbage juniors. I refer to them as the lower tier juniors…

Bloomberg: Dollar Optimism Soars to 18-Month High

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….Investors are the most bullish on the dollar since the collapse of Lehman Brothers Holdings Inc. on speculation the U.S. economy will expand at a faster pace than in Europe and Japan, a survey of Bloomberg users showed….

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