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Who’s Got Beaten Up?


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By the bear?

Well it depends from which point of view you have. It could be either “the bear”, “the bandar”, or even both :)

ini akibat tidak ada konsolidasi yang smooth di 1 tahun pertama bull market, jadi ketika terjadi profit taking –> market crash.

Tapi yg bikin market ini crash memang karena commodities prices yang unaffordable. Crazy Oil futures di level 70, copper 4 , dan gold di 700, siapa yang sanggup beli ??

Kalau secara fundamental, high range gold price itu berdasarkan fundamental buyer adalah 500-580, oil at 40-50.

Btw, Oscar: baca WSJ: sebelum market crash, saya baca para hedge fund sebenarnya sudah profit taking commodities dan out of market waktu gold di posisi 650.Jadi “crash” skrg memang sudah diperkirakan sich.