tag:blogger.com,1999:blog-34323687.post1602120271728351331..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: Why Play Nickel When You Can Palladium?Macro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-34323687.post-57902521900184849542014-03-28T08:44:50.053+00:002014-03-28T08:44:50.053+00:00Nice one, Lardboy. I know basically nothing about ...Nice one, Lardboy. I know basically nothing about metals and metals trading so the insight is highly appreciated.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-79725009272342692632014-03-27T13:25:11.258+00:002014-03-27T13:25:11.258+00:00I don't really understand your arguement. Isn&...I don't really understand your arguement. Isn't the indonesia ban more of a "sure thing" than any speculative expectation that Russia will not sell palladium b/c of sanctions which haven't happened yet? I understand your point about why the metals are different, but not about what makes one a better long than the other. From what I understand, Russia has been selling upsides for the past week in Pall, and seems to still have plenty of material, whereas Ni Ore prices are still trending higher and there is no reversal to the ban in sight prior to the election in indo, at a minimum. I actually don't hate long ni / short pall - though both are terribly illiquid mkts. Anonymousnoreply@blogger.com