MyDVICE

- LETTER & VIEWS by NEV R. AGN
Metals #9

Metals #9

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...
Metals #8

Metals #8

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...
Metals #7

Metals #7

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...
Metals #6 – Energy #12

Metals #6 – Energy #12

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...
Metals #5 – Energy #11

Metals #5 – Energy #11

Further-more on the relationship between gold and oil (the “Gold-Oil ratio”). 24 February 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).  Here is where...
Metals #4 – Energy #6

Metals #4 – Energy #6

More on the relationship between gold and oil (the “Gold-Oil ratio”). 15 June 2020 Further to reading up on statistical research concerning the long-term equilibrium relationship between gold and oil (the research for the most part used cointegration...