Oil Price Squeeze Continues / But Be Careful
The oil price squeeze continues - as a reminder, we believe the surge only to be driven by macro-volatility therefore we don’t like trading it.
139 Views
Oil is NOT rallying on market tightness - it’s rallying on macro risk
This risk premium will disapear eventually - we don’t like to be long a commodity based solely on a in our opinion short term macro risk.
189 Views
Oil Misspriced At $100 Per Barrel?
Jeff Currie: “Markets are still underestimating the scale of what’s unfolding. What we’re seeing is a form of “molecular contagion,” where...
309 Views
Dairy and Food Oil Prices Continue to Push Food Prices Higher
Overall, the FFPI was 9.0 points (7.6%) higher than its level a year ago but remained 31.9 points (19.9%) below its peak reached in March 2022.
338 Views
Oil Prices Rise as Israel Attacks Iran's Nuclear Facilities - What We Do
YTD our absolute return strategy is up 12,0% Oil Prices Rise as Israel Attacks Iran's Nuclear Facilities - What We Do Friday was marked by panic...
320 Views