Sunday CFTC Discussion

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good afternoonLots of questions by Founders, with long responses. Michael Oliver’s MSA Weekly 360 came out as we finished this. Find a couple comments from the metals section attached at bottom.Cheat SheetCOT: 6/20 to 6/25 inclusive* 6/20 up, long funds buy. short banks add* 6/21- down, long funds sell, short banks close, new longs BTD* 6/24- up, UNCH OI.. new long buy/ old long funds sell OR shorts buy/ shorts sell* 6/25- down, long funds sell, short banks buyNON COT: 6/26 to 6/28* 6/26 -down, long funds sell, short banks buy* 6/27- up, long funds buy, short banks sell* 6/28- unch, small two way. Futures only: F&O: Gamma Implied options related activityOI UPDATE:Small noise is bigger.. bigger false starts. what was definitely turning a corner may not be.. means: better for trading older indicators shorter term, not making bigger bets on old indicators…higher time frame noiseQuad Candle Analysis.* The day itself was bearish.. no doubt.. but tepidly so. Nobody wants to play chicken* The week was bullish for our returning buyer at 2 points. 1 Macro Discretionary.. 2- CB/ SWF maybe.. that level matters alotBottom Lines, and MSA excerpts next.