Precious Perspectives Part 1: China’s Silver Scarcity Pushes Silver Higher
SHFE silver premium is surging indicating a worsening silver supply shortage in China. Deepening global silver deficit allows silver to gain...
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Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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The Holy Grail of Commodity Trading // Shipping Rates Explosion
The Holy Grail of Commodity Trading? If there is a holy grail of commodity trading, I would say it’s becoming a master in reading the movements in...
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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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Positioning Watch – How are Macro Hedge Funds positioned?
Hello everyone, and welcome back to our weekly Positioning Watch – insights into how market participants are positioned. Markets are waiting...
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