Will the Coffee Trade become the new Cocoa?
Many commodities are currently in a range pattern after they were in a prolonged bull streak for months. This is nothing unusual and happens all...
275 Views
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,...
371 Views
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...
158 Views
Cocoa Market is Shifting // Brazilian Soybean Domination
Analysts say the retreat reflects a drop-off in consumer demand as a result of the higher prices, as well as expectations of a better crop...
612 Views
Meat Prices Rise and Rise and Rise
Looking at the latest futures prices, live cattle, feeder cattle and even lean hogs remain in a strong uptrend with a significant backwardation...
325 Views