We have a Mighty Commodity Equity Strategy now
Our goal was always to find a way to translate our commodity/macro expertise also to commodity equities - and as you may know this can be quite tough.
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When the Mainstream Says Oil Goes Higher - It is Time to Sell!
This week’s Economist cover shows an oil tanker drifting through pink clouds with the headline “Still in la la land — why oil prices are not yet...
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El Nino is Coming! - What it Means for Commodity Prices in 2026
A strong El Niño is forming in the Pacific, with over 90% probability for the rest of 2026. Here is a plain-English look at what is happening,...
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Long or Short? The Grain Market Dilemma
Hedgefunds sit on near a three year high net long position in grains - especially soybean oil is loved as it can be used as a fuel component as well.
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Q1 Portfolio Update - we don't even noticed the macro volatility
Our L/S commodity strategy has had a strong start to the year – despite significant geopolitical turbulence.In the first quarter, we delivered a...
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