Major Cotton Reversal Trade / Potential Investment Case
A worsening economic outlook provided major headwinds to the price of cotton during the past few couple of months. Overall, the market has...
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The Drill – The gameplan for peace in Ukraine
Hello, and welcome back to our weekly editorial on commodities and geopolitics. Trump is keeping us busy yet again, threatening to impose another...
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Cocoa Prices Disconnected from Reality? // Breakout Time in Oil and FX
We just highlight the technical pattern and add a few words about our current framework and how we view these markets at the moment.
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How We Traded Wheat Short & CTA Positioning Update
How We Traded Wheat Short Wheat prices saw a small revival over the last month. From the rect bottom the forward futures contract recovered almost...
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The Drill – Buy in May and Go Away Might Hold for Commodities This Time Around
Hello everyone, and welcome back to our weekly editorial on geopolitics, energy, and metals. As always, there is plenty to dig into amid tariff...
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