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...
1.4k Views
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...
266 Views
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...
226 Views
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...
229 Views
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...
147 Views