Overview #38 Precious Metals – Has the Fat Lady Sung?
A review of recent events/data impacting our investment themes and outlook. We look at the recent correction in precious metals and what it means...
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Did Trump Just Tank the Meat Markets?
Live and feeder cattle futures gapped lower on the open Friday, with some feeder cattle contracts touching even limit down - as panic selling hit...
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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...
562 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...
200 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.
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