7% Within a Week - Soybean Price Rally
The north of Mato Grosso received 150-200mm during a few days of last week and more heavy rains are forecasted until the beginning of next week.
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Diamonds Are Cheap & Seasonality Headwinds for Soybeans
YTD our absolute return strategy is up 12,0% Diamonds Are Cheap Diamond prices have fallen to their lowest level this century!
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Drought & Planting Update
Corn crop looks good but slightly worse than 2024. Spring Wheat is looking okayish, but conditions are worse than during the three previous years
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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 Demand Data Indicates More Economic Weakness
Gold Demand Data Indicates More Economic Weakness Gold demand for technology purposes is still up but the pace continues to decline for the second...
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