Commodity Popcorn Markets // Coffee Bubble About To Burst?
The technical part of Kucrop Analytics institutional commodity research arm is heavily influenced by Peter Brands Research, as well as Larry...
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The Return of La Niña // CTA Positioning Update
CTA Positioning Update The latest CTA picture by UBS shows that managed money is currently maxed long coffee and oil and max short corn, soybeans...
347 Views
Fund Managers Reduce Commodities Again
Fund managers recently reduced their broad commodity position as well as energy position, compared to last month, according to the latest BofA survey.
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Be Careful Precious Metals Bulls & Tailrisk Secular Inflation
Be Careful Precious Metals Bulls Another friendly reminder that positioning in copper remains super speculative bullish - aka, there is much room...
185 Views
Why China loves Gold & a Beautiful Setup in Bitcoin
Unpredictable Corn Supply from South America The grain supply from South America, especially corn, is among the most unpredictable globally.
296 Views