The Drill: China to the commodity rescue?
Welcome to our weekly editorial on everything Geopolitics and Commodities. Industrial metals (and precious metals) have performed very well this...
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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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