Cosa ne pensa di quanto scritto qui di seguito da un analista in merito alla posizione long record dei commercial sui Cot? A quanto ho capito la CFTC ha cambiato di recente su alcuni contratti futures il metodo di calcolo, lo stesso analista si chiede se questo ha interessato anche i futures sull?equity. Abbiamo la possibilità di fare delle verifiche?

Either this is the most amazing continued buy signal in 20 years, or something else is going on with the data. The Commodity Futures Trading Commission (CFTC), which oversees the report, has recently changed the way they report some contracts, such as a few of the agricultural and energy futures, due to complex swap agreements that distort the existing reports. It's possible something similar is going on with the equity futures, but there's no way for us to know until the CFTC tells us so. In the meantime, I'm going to keep considering this an intermediate-term positive for the stock market, but I'm casting a wary eye towards the data.

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