The Drill – The Commodity “Super”cycle
Greetings from Copenhagen. We’ve previously advocated a long tilt toward commodities, as both the U.S. and global growth outlooks are being...
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Gold About To Lose Its Shine?
The latest BofA survey showed that the consensus trade continues to be “long gold” with 58% of participants surveyed, followed by only 22% “long...
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The Drill – The Gold(en) Era Continues!
Greetings from Copenhagen. There’s plenty of geopolitical tension to unpack this week, with three major developments over just the past few days:...
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Dairy and Food Oil Prices Continue to Push Food Prices Higher
Overall, the FFPI was 9.0 points (7.6%) higher than its level a year ago but remained 31.9 points (19.9%) below its peak reached in March 2022.
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Sentiment Signal in Gold
This chart from Sentiment Trader highlights that also gold stocks are quite stretched - which isn’t a sell signal, as a stretched market can always...
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