The Drill – Geopolitical Tensions Are Easing, Not Escalating
Hello everyone, and welcome back to our weekly editorial on geopolitics, commodities, and macro. While there hasn’t been much news on the...
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How We Traded Wheat Short & CTA Positioning Update
How We Traded Wheat Short Wheat prices saw a small revival over the last month. From the rect bottom the forward futures contract recovered almost...
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Macro Vol Monthly - March: Weakness Could Continue into Mid-March
March market outlook for price and volatility across Asian indexes and macro assets, highlighting tradeable patterns in HSI, Nifty, SP500,...
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The Drill – Buy in May and Go Away Might Hold for Commodities This Time Around
Hello everyone, and welcome back to our weekly editorial on geopolitics, energy, and metals. As always, there is plenty to dig into amid tariff...
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Markets, Debt, and Gold: A Month Into Trump’s Presidency | The New Barbarians #009
Episode nine of Barbarians discusses the first 30 days of Trump's presidency, economic investing outlooks, the impact of the aging boomer...
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