Investors Are Max Long Stocks & Bearish Commodities
While the sentiment around the “long US equities trade” seems to be extended and due for a correction, the bearish positioning in commodities and...
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Here is what we told hedge funds this week – and how we’re trading it!
Happy Friday! Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...
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Historic Coffee Price Rally & WASDE Report Recap
Historic Coffee Price Rally During the week Coffee Futures hit a new all-time high. Supply concerns continue to fuel the rally in a strongly...
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The Drill – Will Chinese stimulus be a home run for commodities?
Welcome back to our weekly editorial on everything commodity and energy-related!This week is all about China as the Politburo and PBoC have...
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Not so Outrageous Commodity Predictions
Not so Outrageous Commodity Predictions Saxo Bank published their annual “outrageous predictions” for 2025. I actually found a few theses that I...
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