LUCHO escribió:
Rosarino, te pregunto ¿es posible que el cambio en el precio del cobre tenga que ver un poco con la depreciación del dolar de los últimos días (de 0,83 a 0,77), mas que con una recuperación de la demanda?
Estuve viendo algunos charts y a priori no encuentro una relacion entre el precio del cobre y el dolar o alguna otra moneda.
http://stockcharts.com/h-sc/ui?s=$USD&p ... 2820432829
Para mi es oferta y demanda, especialmente china...
Mira que lindo articulo, pego solo unas lineas de muestra, el resto del art. en el link debajo.
Psychology of the Copper Market
Jesse Livermore, the world’s most famous trader, observed:
In the long run commodity prices are governed but by one law -- the economic law of demand and supply. The business of the trader in commodities is simply to get facts about the demand and the supply, present and prospective.
It may be possible to use fictitious arguments for or against a certain trend in a commodity market; but success will be only temporary, for in the end, the facts are bound to prevail, so that a trader gets dividends on study and observation, as he does in a regular business. He can watch and weigh conditions, and he knows as much about it as anyone else. He does not indulge in guesses about a dozen things. It always appealed to me trading in commodities.
However, the copper market wasn’t observing the basic laws of supply and demand in 2009, when it gained 140-percent. Instead, copper dealers found it profitable to strictly focus on the demand side of the equation, and largely ignore the supply side. After all, “the market value of any commodity is only worth, what the highest bidder is willing to pay.” What matters most is China’s demand for the red metal, since it single-handedly buys about 35% of the global supply.
http://seekingalpha.com/article/209623- ... per-market
