Ags did something they did last time in 2009
Cocoa's ONI momentum signal, Corn Belt heat, the live Texas-Xinjiang cotton stress, and an Indian monsoon tracking the textbook strong-El-Nino...
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Portfolio Update: Selective in Global Stocks, Commodities, Underweight Bonds
Breakdown of our global multi-asset portfolios with performance and positioning. We're overweight stocks and commodities and underweight bonds,...
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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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Overview #76 – The Circus Comes to Town
A review of recent events/data impacting our investment themes and outlook. We look at the change in rate-hike expectations and what it means for...
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Extreme Bearishness in Gold & Extreme Drought
On Monday, we saw significant volatility in gold, and overall investors appear to be very bearish on the metal at the moment.
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