Portfolio Watch – Adjusting equity and commodity risks as the reflation story stalls
Hello everyone, and welcome back to our weekly portfolio watch, where we shed light on the most important factors driving our Macro and Crypto...
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This Is How Fund Managers Can Close Their Research Gap in Agricultural Commodities
Expectations of an "above-normal" monsoon in 2024 currently help to keep prices for commodities that are in large parts grown in India under control.
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Commodity Comeback
S&P 5700 year-end target remains intact after breakout, copper and silver rally expected as dollar falls, semis leading tech with software to follow.
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Steno Signals #101 – Introducing the Washington DC Crypto Put!
It’s been a break-through week for Crypto bros in many ways. First, the SEC made a massive u-turn and approved the spot ETH ETF and then Donald...
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Portfolio Watch: Trading the next of the rolling melt-ups
Welcome to our weekly Portfolio Watch. We have had a decent week as our short bet on Utilities has started to deliver, while a continued long bet...
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