cc_consulting
New member
Dear Andrew,
I disagree respectfully with your comment made around 34:39: 'the cot could not hide the Producer & Merchant category that they had net long footprints'. This is clearly incorrect when examining the Disaggregate Futures report (fut_disagg_xls_2023). It shows they were short on the Dec 12/23 report (which is what I believe is being referred to in the interview). As an aside, this Disagg futures COT report shows that P/M'S have been net short on every report for the entire 2023 year.
Eg:
Report Date OI P/M Long P/M Short P/M Net
12-12-2023 134281 4311 38849 -89009
12-5-2023 139753 4714 41340 -94488
11-28-2023 139144 3472 40323 -93886
Can you pls explain where your data comes from to make the comment 'P/M's have net long footprints'.
Thanks, Warren/Winnipeg Manitoba Canada
I disagree respectfully with your comment made around 34:39: 'the cot could not hide the Producer & Merchant category that they had net long footprints'. This is clearly incorrect when examining the Disaggregate Futures report (fut_disagg_xls_2023). It shows they were short on the Dec 12/23 report (which is what I believe is being referred to in the interview). As an aside, this Disagg futures COT report shows that P/M'S have been net short on every report for the entire 2023 year.
Eg:
Report Date OI P/M Long P/M Short P/M Net
12-12-2023 134281 4311 38849 -89009
12-5-2023 139753 4714 41340 -94488
11-28-2023 139144 3472 40323 -93886
Can you pls explain where your data comes from to make the comment 'P/M's have net long footprints'.
Thanks, Warren/Winnipeg Manitoba Canada
