@DsrPrivate This Kospi shout out was pretty nice. Seems like ES/NQ wasn’t breaking out until kospi definitively cleared 8300. And when it failed US followed.
Kospi potentially making lower highs signaling some weakness?
@DsrPrivate Hi Andy, wondering what the impact is if we keep rallying. negative gamma means there'll have to be delta buying but we have less certainty which side of the roll needs to be done?
@DsrPrivate Could you explain why not buying gold until real yields hit new highs? Because you don’t think bonds have bottomed so you don’t think gold has bottomed?