What People Can Learn from 2024 El Nino Hedging Disaster
New York cocoa went from around $3,400 a tonne in late 2023 to an all-time high near $12,931 in December 2024 — and then handed back close to 70%...
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$1,5 bn Agri-ETF-Trade: Big Whale is Positioning for Strong El Nino
With around $1.5bn of inflows till end of May, the WisdomTree Agriculture ETF (the largest pure-play agricultural commodity ETP in Europe) is...
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CX Daily: As AI Agents Take Off, Tencent Sees Its Edge
TOP STORIES In Depth: As AI Agents Take Off, Tencent Sees Its Edge As the rapid rise of OpenClaw, an open-source artificial intelligence (AI)...
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Oil Price Squeeze Continues / But Be Careful
The oil price squeeze continues - as a reminder, we believe the surge only to be driven by macro-volatility therefore we don’t like trading it.
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Oil is NOT rallying on market tightness - it’s rallying on macro risk
This risk premium will disapear eventually - we don’t like to be long a commodity based solely on a in our opinion short term macro risk.
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