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...
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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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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...
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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...
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Gold Reaches New All-Time Highs & UBS Expects More Agriculture Buying
Commodities excluding gold, relative to gold prices, have fallen to their lowest level since 2021, according to a graphic by Topdown Charts…
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