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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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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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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Is Gold Broken? Consolidation Despite Geopolitical Escalation
Gold has been consolidating over the past two weeks - even though the escalating Iran conflict would typically be expected to drive prices higher.
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Historic Metals Crash: How we view these massive swings in Gold, Silver and Platinum
At this point of time these massive swings in precious metals are clearly driven by speculants. During the week we had extreme intraday swings.
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