Positioning Watch – Reflation bets are back in
Hello everyone, and welcome back to our weekly positioning/sentiment overview. The mood in equity markets is still good, with major indices...
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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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Energy Cable: Melt UP in commodities upcoming?
Take aways: Booking profits in crude, staying long in broader metals Crude predicting ISM to turn in 6-9 months time. Sluggish German IP ahead....
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Steno Signals #94 – Trading the FAKE business cycle
Happy Sunday and welcome to our flagship editorial!The fake business cycle strikes again. In 2022/2023, the market was lured into the recession...
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Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
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