Undiscovered Gems of the El Nino - Suedzucker
El Nino trades tend to get discussed as futures positions - long Cocoa, long Sugar, short whatever the weather is punishing this month.
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We Track How Strong El Nino Really Becomes
The Indian Meteorological Department forecast seasonal rainfall at 90% of the long-period average, with an 84% probability of below-normal or...
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Why Sugar Is the Overlooked El Niño Play
While the cocoa market is showing impressive strength already, the next fundamental supply crisis is brewing in the world’s second most important...
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Q2 Portfolio Update – Stable Performance in a Volatile Environment
Our long/short commodity strategy has had a strong start to the year despite significant geopolitical turbulence. Second-quarter performance was...
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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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