Energy Cable: Short shipping companies?
Hello from a sunny Copenhagen where the Euro 24 fever is upon us all. This week we’ll do a chart heavy analysis on shipping and nat gas. We were...
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Be Careful Precious Metals Bulls & Tailrisk Secular Inflation
Be Careful Precious Metals Bulls Another friendly reminder that positioning in copper remains super speculative bullish - aka, there is much room...
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Portfolio Watch: Short metals and Europe but long (US) liquidity sensitive assets
The European investment case has suffered a significant blow with the reintroduction of fragmentation risks due to the political turmoil in...
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Nat Gas Prices to Fire Up on Rising Demand, Weak Production, and Shaky Geopolitics
OPEC stocks to demand growth forecast, EIA goes bullish but IEA lowers projections. Aviation and petchem drive near-term oil demand. US crude...
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Energy Cable: The oil market is OVERLY pessimistic by now..
Alignment in OPEC is crumbling but the short-term risk-reward is STRONG, Riyadh Accord coming to the rescue? Natural Gas markets remain...
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