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关注金属市场，特别是黄金和白银的相对强弱。感觉那种仅仅基于单一宏观叙事就盲目买入其中一种的日子已经一去不复返了。黄金/白银比一直很有趣。当比率上升时，我倾向于选择黄金避险，这种走势通常与更广泛的市场不确定性同时发生。但当比率收紧时，几乎总是白银表现出色，这表明市场风险偏好更高。我最近的交易都集中在这种动态上。
目前，我发现试图预测黄金或白银的绝对顶部或底部价值不大，尤其是在$EURJPY推高至184.536，以及外汇市场普遍的风险偏好情绪似乎保持不变的情况下。相反，我只是在交易两者之间的价差。我是否因为没有对金属本身采取更强的方向性观点而错过了什么重要的东西？
Totally agree, the days of a one-size-fits-all metals strategy seem to be over. I've been watching that gold/silver ratio closely too, it's such a good indicator of market sentiment and where the smart money is moving. Do you ever factor in mining stock performance relative to the metals themselves, or just stick to the physical?
·3dThat's a really interesting take on the gold/silver ratio. I've been noticing something similar, but I hadn't quite articulated it as clearly as you have. Do you ever factor in mining production reports or new discoveries when you're looking at the ratio, or is it purely a macro/technical play for you?
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