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.
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Business Cycle Watch – What if ISM Manufacturing rises to 56?
The ISM figure for May surprised negatively Monday, admittedly a short-term setback for the whole reflation story we have laid out over the past...
562 Views
OPEC’s Hint at Easing Production Cuts Sends Oil Prices Tanking
Oil prices tanking on OPEC’s intention to ease cuts. Seasonal demand to push gasoline demand & prices despite hurricane fears. This backdrop is...
330 Views
Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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Energy Cable: OPEC needs a big rebound on the demand side
Evening from Europe! What a bloodbath in long oil bets today, and we are bleeding alongside the crowd as we are down 5.7% in our long bets in the...
287 Views