摩根大通白銀空頭下重注

如果事情真是這樣......
呢次有戲睇
會否銀價推低補倉 ?
或是無實物交割,而推高銀價?
大家拭目以待

分析師Martin Tillier週四（6月21日）撰文稱，

市場一度有傳言稱，摩根大通（JP Morgen）巨虧交易是因在白銀空頭頭寸方面下了重註。

 無論傳言真假，都將給白銀帶來正面影響。Tillier認為，如果是真的，摩根大通在更為嚴密的監管下，將不得不開始平掉頭寸。他們無法承擔另一過度的風險。至少他們會選擇不再繼續做空市場。

 白銀專家Ted Butler表示，美國COMEX白銀期貨最大的8個商業空頭頭寸佔COMEX淨白銀市場整體比例的50％至60％，摩根大通一家就佔約25％，甚至多至整個市場。一旦開始空頭回補，白銀將劇烈上漲。


http://www.silverdoctors.com/is-latest-silver-smash-a-result-of-cio-losses-forcing-jp-morgan-to-unwind-silver-positions/ 

In a story published on NASDAQ.com Tillier writes that if rumors of JP Morgan’s manipulation of silver are true ‘and they likely are‘, The Morgue will be forced to unwind their naked silver positions in light of increased scrutiny as they cannot afford another story about excessive risk.

Tiller states that at the very least, JP Morgan will have to stop holding the market down.

Our friend TF from TFMetalsReport estimates that after Thursday’s raid, JP Morgan’s naked silver position (which as of Tuesday’s COT cutoff was approximately 17,000 contracts) could likely have been reduced to around 11,000 contracts.

Is the latest smash in silver Blythe and Jamie’s desperate attempt to extricate themselves from JPM’s naked short silver positions in order to avoid a 2nd humiliating PR SNAFU for the firm which would likely result in Dimon getting the proverbial axe???