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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Navigating the Risk-Off Reversal: Trump's Rate Comments, Iran Negotiations, and the Gold Upside Play
Precious metals as a whole declined from all time highs after last week's selloff. In this insight we connect macro and geopolitical themes with...
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The Ceasefire Catalyst: COMEX Positioning, Vault Flows, and the Next Precious Metals Rally
Precious metals seeing risk aversion since start of the Middle East conflict this year. We look for clues as to what's next in negotiations,...
135 Views
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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