Comments
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MNFCX getting crushed. Be nice to have Tony back on and let us know what he got wrong. My view, I think it's a combo of tariffs, Grasberg wasn't the lock he thought it was and LME Copper at a new low...
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DYHi Tony, FCX is down from USD 20 per share on 01 Jan 2018 to USD 15.75 this Fri 20 Jul 2018. nearly 10 percent down from the date of filming... How to understand?
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SDThe trade will go with the price of copper, bit optimistic to buy in the middle of a metal correction.
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ALIMHO one of the best Trade Ideas segments yet. The stock narrative, the macro analysis, the technical analysis, the trade parameters, all clearly presented and solidly reasoned. Even if you disagree with the thesis, for those who want to learn from the more experienced this is excellent content!
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SHHe gave you an encyclopedia worth of stats for his justification. Stellar. Go TGMacro.
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CSGold short is doing ok so far, Tony
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PWThanks Tony, I don't play in the US markets but I do play in the Canadian markets, I will be watching the likes of HBM.TO. I do get a sense that the comod's are getting over sold at this point...............will be watching Thanks....................
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CSDid I mention Tony's gold trade? Comments crap up (last 2 days or so) every time I 'comment' - I see a tabulated programming page. I trust its just me, not a site issue... holding my nose..
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CSGold trade suggestion is doing ok so far, Tony. I didnt hear anybody else on the short side at that time.
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KAAlways appreciate the way Justine asks questions, perfectly moving the conversation along.
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SHA well-argued case.