http://sovereignspeculator.com/2010/05/27/dont-count-on-a-big-rally-in-commodities/ Thoughts on the markets and the decline of the west Tue, 15 Nov 2011 17:47:49 +0000 http://wordpress.org/?v=2.6 http://sovereignspeculator.com/2010/05/27/dont-count-on-a-big-rally-in-commodities/#comment-9777 Graphite Thu, 27 May 2010 20:09:58 +0000 http://sovereignspeculator.com/?p=4831#comment-9777 Thanks for this analysis, Mike. I joined your short /HG and long near-month crude puts trades. I noticed the July puts stayed well bid even as crude was rallying and the VIX was dropping on the equity rally. Hopefully they know something the underlying doesn't. Thanks for this analysis, Mike. I joined your short /HG and long near-month crude puts trades. I noticed the July puts stayed well bid even as crude was rallying and the VIX was dropping on the equity rally. Hopefully they know something the underlying doesn’t.

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