Sunday Discussion: Overbought, Not Overdone

Now With Transcript

Housekeeping: The Conversation with Bai will be posted tomorrow. Good Luck.


  1. Rollover mechanics

  2. Overbought.. but buying not done

  3. CFTC Analysis

  4. OI analysis vs overbought

  5. DB,TD, BOA coverage

What the Situation Looks Like after a Golden Cross and a new ATH after a monthly ATH close.

  1. US Gold pricing and behavior is business as usual. Banks are not afraid to sell it.

  2. Therefore treat it like a “trade” not an event Why? This is gold and in a pinch, physical can be easily sourced.. HOWEVER…. ( and this is goofy)

  3. China Gold pricing and behavior is NOT business as usual

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