Positioning Watch – AI (NVIDIA) is overshadowing everything else
Hello everyone, and welcome back to our weekly positioning watch. Equities have been dragged higher over the past week after NVIDIA published yet...
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Energy Cable: A new supply side crisis brewing in Nat Gas space?
The natural gas trade has started to move in recent weeks as the supply side looks constrained again. While the current situation doesn’t exactly...
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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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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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