The Return of La Niña // CTA Positioning Update
CTA Positioning Update The latest CTA picture by UBS shows that managed money is currently maxed long coffee and oil and max short corn, soybeans...
416 Views
Steno Signals #109 – What if We Are All Wrong on Liquidity, Rates and Commodities?
I am going to address three main topics of concern for investors given the current conflicting signals from the US economy.
1.4k Views
Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
274 Views
Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
427 Views
Is this the Death of Gold Developers?
Mike Bevan's podcast is recommended and discusses the challenges facing WA gold explorers and developers, with parallels to the Orecorp saga and a...
400 Views