- Gold: Mangelware bei den Hedge-Funds? - Emerald, 01.11.2006, 08:08
- Re: Gold: Die Mangelware wurde heute gerade $10.00 teurer. - Emerald, 01.11.2006, 15:01
- Re: Gold: Mangelware bei den Hedge-Funds? - SilVisconti, 01.11.2006, 15:02
Re: Gold: Mangelware bei den Hedge-Funds?
-->Jason Goepfert sieht das genauso:
Jason Goepfert, of Sentimentrader.com, who tracks investor sentiments, sees the current market as very bullish for precious metals from a contrarian viewpoint.
Goepfert notes that “Large speculators in silver are holding only 29% of all long positions … That is their smallest position since 1996.”
Among large speculators are those who run hedge funds and commodity trading pools. They are trend followers. Though they are out of the market, to a large extent, right now, as soon as an uptrend develops they are likely to jump in and try to catch the wave.
The situation in gold is similar. Large speculator involvement is at “the second-lowest in the past three years, second to late May 2004,” Goepfert says.
He adds that, “The reason I’m focusing on large specs is because they are the quintessential trend-followers in metals. As goes price, so go the large speculators … They tend to pile in when they see trends begin to develop, and since they’re now starting out at a relatively minor percentage of total long open interest, if the metals can start to reverse here, we should see the large specs come in and start to buy again—increasing the potential for a leg up.”
GruĂź
SilVisconti
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