Fund Managers are Long Commodities and Hate Real Estate // Another Cocoa Update
Fund Managers are Long Commodities and Hate Real Estate Fund managers positioning in commodities and energy was virtually unchanged compared to...
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Investors Flock Back Into Commodity Funds & New Cocoa Narrative
A net €353 million flowed into funds from the Morningstar Broad Basket Commodities category in Europe in April. This was by far the best month for...
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-30% // Cocoa Bubble Has Busted & Central Banks Buy Gold
-30% // Cocoa Bubble Has Busted Just two weeks ago, the most-active contract hit a record of almost $12,000 a ton as the industry grappled with the...
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Inflation Surprises as Commodities Rip Higher
Last week’s inflation data surprised market participants on the upside. CPI YoY: 3,2% vs. 3,1% estimate. Core CPI m/m: 0,4% vs 0,3% estimated
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The Cocoa Saga Continues - Be Careful
Top Commodity Trader is Long Cocoa Pierre Andurand’s hedge fund bet on higher cocoa prices ahead of a massive surge last month, according to a...
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