Cocoa Market is Shifting // Brazilian Soybean Domination
Analysts say the retreat reflects a drop-off in consumer demand as a result of the higher prices, as well as expectations of a better crop...
544 Views
Orange Juice Make-or-Break Time & The Copper Breakout
After the remarkable bull market in frozen orange juice concentrate futures (OJ) between 2022 and 2024, the market topped out during the early days...
198 Views
Q4 Outlook for Our Investment Themes
A review of the performance of how our major investment themes have performed in 2025 and our outlook for Q4 and beyond.
464 Views
Has Copper found its Bottom? // Trump: Farmers will get Tariff-Money as Cashback?
Farmers are “for a little while going to be hurt, until it kicks in, the tariffs kick in to their benefit,” Trump said. “Ultimately, the farmers...
738 Views
Debating a New Up-Cycle
- Metal prices have seen gains, with gold, silver, and platinum performing well, while coal, zinc, and nickel struggle, US tariffs are in place...
727 Views