I thought about that too, Bonds started climbing in Oct/Nov whil POG tumble late last year falling in its lows of $1056 than reversed when bonds started trended south so market right now is betting on inflation and Growth that will probably be 12 months or more away , with USD very bullish and POO down I'm seeing very low CPI's figures in the next few quarters if it continues.
I just think the market is looking way too far ahead so I think we are going to see lots of disappointments but haaa right now we just have to roll with it.
BDR Price at posting:
42.5¢ Sentiment: Buy Disclosure: Held