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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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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Will the India/Pakistan Conflict Push Cotton Prices Higher?
YTD our absolute return strategy is up 10,2% Will the India/Pakistan Conflict Push Cotton Prices Higher? India is an important exporting and...
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