金属
研究报告以英文发布。
最新 Treasury · Sep 12 EN
Treasury Buybacks Are Not Stealth QE, Fact Checked
$463.6 Billion of Face Value Retired With $430.7 Billion of Borrowed Cash, the Fed Was Not the Buyer, and an Interest Bill That Rises $2.9 Billion a Year
Oil & Energy · Sep 12 EN
The SPR Is Falling Because Washington Lent Its Oil Out on Credit, and Nobody Has Recorded a Barrel Coming Back
172 Million Barrels Announced, 133.56 Million Awarded to 13 Firms in Five Sheets, 128.8 Million Gone From the Caverns, and the Public Paper Trail Ends at the Award
US Crude Sits in the 82nd Percentile and the 33rd at the Same Time, and Both Are Right
428.9M bbl on August 21 Is the 82.2nd Percentile of 2,292 Weeks Since 1982, the 33.2nd of 609 Weeks Since 2015, and 6.9M bbl Above Its Same-Week Five-Year Average
Silver · Sep 4 EN
September Silver Is Three-Quarters Delivered Five Sessions In, and the Biggest Taker Is a Client Account
6,757 Contracts Open at the Last Close Before Notice, 5,032 Delivered, and 42 Percent Stopped Through JP Morgan's Customer Omnibus
Markets · Sep 4 EN
Is US Diesel at an All-Time Low? Fact Checked
246 Weeks Were Lower, the East Coast Is at a 37-Year Low, and the Record Is the Pump Price
Silver · Sep 2 EN
COMEX Wasn't Buying Silver. It Was Making Change
we checked all 48 appearances of firm 991, 48 exact conversions, 0 ounces kept
最新 · Treasury · Sep 12 EN
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选择你的噪音下限,随时可以更改。
数据有变动的每一天都发送摘要,安静的日子也算。约七成交易日会有。
最佳平衡点:既能跟上市场的怪异异动,又不会被邮件淹没。只有当某条内容达到10分中的8分时你才会收到邮件,通常是超过其30日常态约2σ(两个标准差)的变动,或刷新数月来的极值。足以让你在金融圈子里保持敏锐,又不至于要为它设过滤器。
只保留10分中9分的内容:历史性或破纪录的极值、整个记录中最高或最低的5%、真正的逼仓与现货升水。大约每周一条。
期货交易所金属(每日)与EIA石油系列(每周),同样的评分和同样的邮件。默认全部开启,不想关注的取消勾选即可。
默认全部开启。上方的频率设置已经过滤了噪音,大多数人保持原样即可。
单日库存大幅下降
仓库持续流出
金银银行接收交割
基本金属供需变化
设置就这么简单,合理的默认值已经就位。填入邮箱即可订阅;每封邮件都附有微调或退订链接。
每个报告日,每个市场都会得到一个1到10分的评分,衡量当天的活动有多值得关注,比较基准是它自身的历史规律:偏离近期均值的程度、多日连续走势和纪录低点。评分决定你是否收到邮件,并以彩色标签显示在每条内容旁,让你一眼分清重大新闻与日常波动。