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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First Screwworm Case Detected in the US - What It Means For Cattle Prices
It has been two weeks since my last newsletter but this week I’m back with an interesting story. Last week the USDA confirmed the first US...
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We have a Mighty Commodity Equity Strategy now
Our goal was always to find a way to translate our commodity/macro expertise also to commodity equities - and as you may know this can be quite tough.
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Q1 Portfolio Update - we don't even noticed the macro volatility
Our L/S commodity strategy has had a strong start to the year – despite significant geopolitical turbulence.In the first quarter, we delivered a...
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