Wondering for an update: price as of close 25 June 2021 (on structure proposed on 16 June 2021). 28 June 2021 The following option structure was proposed to take advantage of an overshoot of the gold:oil ratio to 12:1 (assuming gold maxes out at $1900 over this...
Discussing the Gold-Oil ratio (again) – structure to target a return and potential overshoot of the long-term equilibrium level of 14:1. 16 June 2021 In my posts dated 9, 10, 15 June 2020 and most recently 8 March 2021, I stated the proposition that the gold-oil...
Platinum versus Paladium – Time to Exit or roll the position? (Strategy Update – 8 May 2021) Original strategy initiated on 26 April 2021. The quick profit of USD 611 per lot (see below) warrants either an exit or position roll – decision soon. Long...
Platinum versus Paladium – Strategy Update – 30 April 2021 Original strategy initiated on 26 April 2021. Long Platinum versus Palladium Option Strategy 1. Sell Palladium September 2021 (expires 18 August 2021) Put Option, strike 2,680. Settlement price on...
Platinum versus Paladium – The Newest Effects! 26 April 2021 Check out the charts below (Pt versus Pd). Clearly platinum is significantly out of favour versus palladium. But what is even more interesting is that luxury watches are still priced with the platinum...
The Gold-Oil ratio updated. 25 April 2021 In my posts dated 9, 10 and 15 June 2020, I stated the proposition that the gold-oil ratio will revert to its 20-year average (see chart below – in particular note the March 2020 fiasco in oil markets that caused the...
