When you see large funds category of COT report heavily long during a decline you know it is the PPT that is a very abnormal pattern, they are normally the drivers of the trends, not opposite. You basically have to have bottomless pockets to do that, and only one group of people have that, the good ole US Government. They hide in accounts at the big houses like Goldman for example. Any other funds would have capitulated out like we are seeing in commodities right now, when faced with losses that big.
