Founders: Quick Addendum to the DB report
Three important things stand out in our reading of this
Three important things stand out in our reading of this:
They imply China’s controlling price more as Comex footprint shrinks
China’s ETF buying has been massive, but their pukes/liquidations have been less cyclically speaking.. sticky buying, less fomo.
China’s SFE/COMEX premium spread this time has remained sticky despite a tendency to disappear after C…