Hedge Funds Pushing into Commodities Markets
Hedge Funds Pushing into Commodities Markets Big trading houses like Glencore, Trafigura, Mercuria or Vitol are benefiting since years now from the...
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El Nino is Coming! - What it Means for Commodity Prices in 2026
A strong El Niño is forming in the Pacific, with over 90% probability for the rest of 2026. Here is a plain-English look at what is happening,...
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Oil Price Squeeze Continues / But Be Careful
The oil price squeeze continues - as a reminder, we believe the surge only to be driven by macro-volatility therefore we don’t like trading it.
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+20% Portfolio Return with Commodities - This was 2025
During the year, we executed 60 portfolio trades. 34 of them were long positions, and 26 were short positions.Those trades resulted in a portfolio...
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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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