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| My take on it is the funds are mostly right. We go up its cuz theyre buying. We go down cuz theyre selling. For every buy there is a sell, usually that sell/buy offset comes from the corporates. What presses prices is when someone wants out or in more quickly than the other. And when the corporates font need to take the opposite price gets pressed. They are managing margin and the more patient. The funds are not.
Just some thoughts.
Its why I chuckle at palm and the LRP. LRP so small. It might of been reason someone bailed out all at once and pushed the market an extra .50, but it was not the reason feeders dropped $60.
Edited by GOMSK 2/2/2024 18:44
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Fund positions
