But what about copper ?

Discussion in 'Commodity Futures' started by syswizard, Sep 23, 2012.

  1. thanks handle... i was just starting to look at the yield curve/ term structure in HG... i thought of something i had read a long time ago about green lumber..


    "The Green Lumbar Problem, outlined in Nassim Taleb’s upcoming book Antifragile, is essentially misunderstanding which facts are relevant vs those which are not in regards decision making under uncertainty.

    From Nassim:

    “In one of the rare noncharlatanic books in finance, descriptively called What I Learned Losing A Million Dollars, the protagonist makes a big discovery. He remarks that a fellow called Joe Siegel, the most active trader in a commodity called “green lumber” actually thought that it was lumber painted green (rather than freshly cut lumber, called green because it had not been dried). And he made a living, even a fortune trading the stuff! Meanwhile the narrator was into theories of what caused the price of commodities to move and went bust.

    The fact is that predicting the orderflow in lumber and the price dynamics narrative had little to do with these details —not the same ting. Floor traders are selected in the most nonnarrative manner, just by evolution in the sense that nice arguments don’t make much difference.”"
     
    #251     Apr 10, 2013
  2. London copper lower from 2-week highs

    By Thomson Reuters - Wed 10 Apr 2013 07:57:17 CT

    London copper drifted lower from near two-week highs hit in the previous session, as traders took profits on short-covering gains, while improving trade data from top consumer China underpinned expectations of metals demand.
     
    #252     Apr 10, 2013
  3. Who said making money is boring ?
    I like your technique of reducing your position size after each winning move. What are we talking here - 5 , 10 contracts or more ?
     
    #253     Apr 10, 2013
  4. Morning Copper Market Report

    Thu 11 Apr 2013 07:18:29 CT

    The copper market has been under pressure this morning, and has now given back a sizable portion of this week's sharp rally. Some traders feel that positive vibes from recent Chinese economic data appear to be fading, as copper is finding little traction from the strength found in global equity markets this morning. Yesterday's FOMC meeting minutes are felt to be a source of pressure for the copper market, as they may indicate a greater chance that the Fed's recent QE measures may be wound down sooner than expected.

    LME copper stocks continue to grind their way higher and reached another 9 1/2-year high, which many in the market feel will reinforce ideas of sluggish global demand levels. LME Copper Stocks were at 590,175 tons, up 2,250 tons and have increased in 38 of the past 39 sessions. A Korean trade association has cut their forecast for copper demand in that nation during 2013 due to their sluggish economic conditions.
     
    #254     Apr 11, 2013
  5. Can someone please tell me why copper is not absolutely collapsing and/or Who is holding this market up ?
     
    #255     Apr 11, 2013
  6. because you want it to go down.. simple haha
     
    #256     Apr 11, 2013
  7. I know, I know...markets can be so PERVERSE.
    But we'll see the day of reckoning soon I believe.
     
    #257     Apr 11, 2013
  8. Ha, ha, ha indeed.
    Down 6 pennies this morning.
     
    #258     Apr 12, 2013
  9. you were right.. hope you had exposure to your correct opinion..
     
    #259     Apr 12, 2013
  10. #260     Apr 12, 2013