Cotton's Short Squeeze Is Getting a Fundamental Assist
Hedge funds had been net short for nearly two years; that positioning began reversing in April, and short-covering into fresh long-buying has done...
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U.S. Cotton 2026 — Harvested Area Outlook and Early-Season Risk Assessment
National forecast: Treefera projects U.S. farmers will harvest 3,188.6 thousand hectares of cotton in 2026 (≈ 7.88 million acres,...
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Q2 Portfolio Update – Stable Performance in a Volatile Environment
Our long/short commodity strategy has had a strong start to the year despite significant geopolitical turbulence. Second-quarter performance was...
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El Nino is Coming! - What it Means for Commodity Prices in 2026
A strong El Niño is forming in the Pacific, with over 90% probability for the rest of 2026. Here is a plain-English look at what is happening,...
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Krungthai XSpring Zoom Eng. January 23, 2023
The SET Index is expected to move sideways, with the support at 1,672/1,660 points and the resistance at 1,690/1,700 points. Tactically, we...
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