Uncle Ti 88

Ascendas India Trust - COT Proxy Want a piece of Indian real estate? Looks like it is not a good time to go into it now, commercials are selling. Although a rebound  might be in sight. They just reported a 20% drop in its distribution per unit to 1.20 Singapore cents for the first quarter ended June 2012.

Asia Pacific Breweries - COT Proxy It is TIGER TIME! This is one stock that everyone is watching now. A takeover battle is in the works. It all started when a Thai billionaire acquired stakes from OCBC and somehow the other shareholders get all jittery and now Heineken NV and Japan's Kirin Holdings are joining in the fun! It was reported that block trades were made this week as unknown buyers are accumulating shares. If we take a look at the COT Proxy, we know that the "big boys" or whoever they are have been accumulating since 14 June 2012 when the prices are still low at 34.50!

Cotton No. 2 Futures - Commitment of Traders Report Take a look at the disaggregated Cotton No. 2 chart. Usually the commercials aka the producers and swap dealers are moving in tandem. Both will either go long or short at roughly the same time. But for this commodity we can see that they move in the opposite direction. See the producers (blue line) and swap dealers (red line). Why is this so? Please take note also that prior to 4th September 2007, Cotton No. 2 was traded on the New York Board of Trade before switching to ICE Futures US.

Gold Disaggregated Commitments of Traders Report 12 June 2012 It is said gold traders have been bullish for the past few weeks. According to the World Gold Council, central banks are buying more gold after adding 456.4 tonne in 2011, the most in almost five decades. Above is the chart for the Disaggregated Commitments of Traders for Gold. The smart money (the Producers and Swap Dealers) have been unwinding their short positions steadily. This could mean there might be a drop in gold prices and the end of the bullish run for gold.

United States Natural Gas ETF - UNG COT Proxy Everyone is hating natural gas right now and it has not been this cheap for over 20 years (if you factor in inflation)!

Straits Times Index - STI COT Proxy The STI or Straits Times Index, a benchmark for SGX stocks is ending lower this week. The commercials are net short since May 2012.

Commitments of Traders Report - Euro FX - EURUSD It has been a while since my last post. Sorry about that. I will try and make up with a lot more posts in the coming days or maybe weeks :) Let's start off with the Euro! Greece going to exit the Euro? Looks like it... the position remains unchanged for the commercials since September 2011 and the last few weeks COT report has no significant changes. So you can maintain the short Euro position if you have one. Those trading forex can short the EUR/USD.