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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Something Is Brewing…
These chart patterns with a large base have the tendency to build the fundament for big breakouts. Something is brewing from a technical...
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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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Hedge Funds Pushing into Commodities Markets
Hedge Funds Pushing into Commodities Markets Big trading houses like Glencore, Trafigura, Mercuria or Vitol are benefiting since years now from the...
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