To be honest if you're modelling physical commodities on anything but an uber-long run basis you cannot have much fun without this flows data. It doesn't help that this graph omits an enormous amount of stockpiling in China.
An average guy who earns living as a global macro strategist at an investment firm. This blog is compilation of my daily market musing. I will not discuss specific trade ideas here in detail. Please forgive my poor writing as I am not a professional blogger - I just care about getting the jist across. Would love some thoughtful feedbacks and comments! Feel free to post here or shoot me an email.
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To be honest if you're modelling physical commodities on anything but an uber-long run basis you cannot have much fun without this flows data. It doesn't help that this graph omits an enormous amount of stockpiling in China.
Trading sardines, anyone?
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