Soybean-Meal Oversupply Crisis Incoming?
Soybean-Meal Oversupply Crisis Incoming? When you crush soybeans, you get one part of soy oil and another part of soy meal. Per soybean crushed,...
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Massif Capital 4th Quarter 2024 Letter to Investors
During the fourth quarter of 2024, the Massif Capital Real Assets Strategy was up 0.04% net of fees, with gross of fee gains from the long book of...
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Does Hershey’s Trigger Another Chocolate Squeeze?
Bloomberg reported that the maker of Reese’s Peanut Butter Cups wants to take a position that will allow it to purchase more than 90,000 metric...
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China Watch – The Final Piece in the Inflation Puzzle?
Everything in markets seems to revolve around inflation, inflation expectations, and rising bond yields. This makes it the perfect time to revisit...
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Steno Signals #180 – Some men just want to see the world burn (but not Trump)
Happy Sunday, and welcome to my weekly editorial on all things Macro after a tumultuous week!I must admit, I’ve been surprised by the resilience...
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