Energy Cable: Short shipping companies?
Hello from a sunny Copenhagen where the Euro 24 fever is upon us all. This week we’ll do a chart heavy analysis on shipping and nat gas. We were...
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Be Careful Precious Metals Bulls & Tailrisk Secular Inflation
Be Careful Precious Metals Bulls Another friendly reminder that positioning in copper remains super speculative bullish - aka, there is much room...
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Portfolio Watch: Short metals and Europe but long (US) liquidity sensitive assets
The European investment case has suffered a significant blow with the reintroduction of fragmentation risks due to the political turmoil in...
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Energy Cable: The oil market is OVERLY pessimistic by now..
Alignment in OPEC is crumbling but the short-term risk-reward is STRONG, Riyadh Accord coming to the rescue? Natural Gas markets remain...
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Why China loves Gold & a Beautiful Setup in Bitcoin
Unpredictable Corn Supply from South America The grain supply from South America, especially corn, is among the most unpredictable globally.
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