Gold Anomaly
Gold Anomaly As Warren Pies wrote in a post last week, the current performance of Gold is really an anomaly, both plotted against TIPS and the USD...
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Soybean-Meal Oversupply Crisis Incoming?
Soybean-Meal Oversupply Crisis Incoming? When you crush soybeans, you get one part of soy oil and another part of soy meal. Per soybean crushed,...
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Does Hershey’s Trigger Another Chocolate Squeeze?
Bloomberg reported that the maker of Reese’s Peanut Butter Cups wants to take a position that will allow it to purchase more than 90,000 metric...
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Food Prices Went Up Again in 2024 // Neutral Sentiment in Oil & Gas Industry
The index stood 8.0 points (6.7%) above its corresponding level one year ago, yet remained 33.2 points (20.7%) below the peak reached in March 2022.
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Investors Are Max Long Stocks & Bearish Commodities
While the sentiment around the “long US equities trade” seems to be extended and due for a correction, the bearish positioning in commodities and...
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