+20% Portfolio Return with Commodities - This was 2025
During the year, we executed 60 portfolio trades. 34 of them were long positions, and 26 were short positions.Those trades resulted in a portfolio...
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Global Commodities: Agri trade returns to President Trumps Agenda
China's record soybean inventories and limited imports from the US prompt President Trump to discuss trade with President Xi, while the US benefits...
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Sentiment Signal in Gold
This chart from Sentiment Trader highlights that also gold stocks are quite stretched - which isn’t a sell signal, as a stretched market can always...
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Steno Signals #192 – A March 2020 style reset. Is this a liquidity event?
Happy Sunday from Copenhagen, if I am allowed to say that after a horrendous week in markets. Markets are heading into a tense week as the...
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The Drill: Approaching the End of the Tariff and Peace Trades?
Welcome to our weekly editorial on everything geopolitics- and commodities! We are approaching the “Liberation Day” on Apr 2 where we will...
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