The Silver euphoria is over // Why crude oil continues to fall
The Silver euphoria is over In the past two weeks, I have spoken to many people who are euphoric about silver. Many charts on Fintwit also predict...
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Commodity and FX Impulse Moves
If China's recovery continues to be disappointing, then the deflation of exports and a long position on commodities will be a big problem for the...
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Changes in Portfolio Weights: Calibrating the Weight of Nominal and Real Assets.
We increase the weight of Developed Market Equities but remain short/underweight. We lower the weight of gold, which remains overweight, and cash.
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While Commodities sold off - we made profits // Some relief on the sugar front
As you can see, our YTD performance has clearly picked up, and we’re confident that we'll continue to clearly outperform the CRB Commodity Index.
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Weekly Market Monitor (18) - The Bank Domino Continues
More regional banks are collapsing, but Powell thought things were improving, recession signals are flashing, but investors believe earnings are...
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