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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Gold Anomaly
Gold Anomaly As Warren Pies wrote in a post last week, the current performance of Gold is really an anomaly, both plotted against TIPS and the USD...
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