re: economically speaking.... i dont hold MCR anymore, though would like to add the following:
SELL when inventories are at their lowest and BUY when inventories are at their highest.
As for PON, all commodities trade in cycles, just depends on how long this cycle will last - we will see lows for PON in the future, so be objective and don't get caught with the sheep.
ends ew4, page-8
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