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...
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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.
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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...
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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...
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Soybean-Meal Oversupply Crisis Incoming?
Soybean-Meal Oversupply Crisis Incoming? When you crush soybeans, you get one part of soy oil and another part of soy meal. Per soybean crushed,...
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