Q1 Portfolio Update - we don't even noticed the macro volatility
Our L/S commodity strategy has had a strong start to the year – despite significant geopolitical turbulence.In the first quarter, we delivered a...
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Oil Price Squeeze Continues / But Be Careful
The oil price squeeze continues - as a reminder, we believe the surge only to be driven by macro-volatility therefore we don’t like trading it.
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Oil is NOT rallying on market tightness - it’s rallying on macro risk
This risk premium will disapear eventually - we don’t like to be long a commodity based solely on a in our opinion short term macro risk.
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7% Within a Week - Soybean Price Rally
The north of Mato Grosso received 150-200mm during a few days of last week and more heavy rains are forecasted until the beginning of next week.
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Opportunity: Cold Freeze Lets Energy Prices Rise
What still makes them think is the level of drought that currently persist throughout the corn belt - injected by last year’s La Nina conditions…
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