Portfolio Watch: Chasing ships and fading narratives
Hello everybody, and welcome back to our weekly Portfolio Watch!We’re kicking off the year with profits and it’s safe to say that the opening days...
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Part Six: Commodities: Priced for a Downturn
Even though a sustained long-term rally remains uncertain, the current environment seems ripe for a short-term bounce or mean reversion.
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Oil Prices Surge As The Situation In The Red Sea Intensifies
Oil prices gaps up sharply starting in 2024 with supply fears stoked by geopolitical tensions, despite macroeconomic headwinds from oversupply...
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Commodities Going Into 2024 & Our Biggest Mistakes During 2023
Happy new year guys - another chapter has arrived and it’s time to make the best out of it. First of all, let’s look at the past, the now and the...
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Energy Cable #51: Tensions Increasing Fast in the Red Sea
Happy New Year everybody and welcome to this year’s first edition of the Energy Cable. Crude oil prices started rallying into and over the...
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