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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Historic Coffee Price Rally & WASDE Report Recap
Historic Coffee Price Rally During the week Coffee Futures hit a new all-time high. Supply concerns continue to fuel the rally in a strongly...
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Not so Outrageous Commodity Predictions
Not so Outrageous Commodity Predictions Saxo Bank published their annual “outrageous predictions” for 2025. I actually found a few theses that I...
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Goldman Thinks Commodities Will Outperform in 2025 // Bonds Into Year-End?
Goldman Thinks Commodities Will Outperform in 2025 Gold will rally to a record next year on central-bank buying and US interest rate cuts,...
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Cold Front in the US Dominates Natgas Prices // Chinese Soybean Data and the Fade of Its Economy
As seasonally remain bearish and these temperature anomalies occur often during the winter months, we’ll keep our eye on short opportunities in the...
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