The Drill: The Commodity Doom-Loop into Liberation Day
President Trump very clearly lost his patience over the weekend and sharpened his rhetoric against Putin sharply (Iran too – more on that...
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Major Cotton Reversal Trade / Potential Investment Case
A worsening economic outlook provided major headwinds to the price of cotton during the past few couple of months. Overall, the market has...
212 Views
Cocoa Prices Disconnected from Reality? // Breakout Time in Oil and FX
We just highlight the technical pattern and add a few words about our current framework and how we view these markets at the moment.
330 Views
How We Traded Wheat Short & CTA Positioning Update
How We Traded Wheat Short Wheat prices saw a small revival over the last month. From the rect bottom the forward futures contract recovered almost...
389 Views
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...
284 Views