Positioning Watch – Oil Longs Are Not as Big as You Think
Welcome back to our weekly positioning watch, where we run through interest positioning insights/data collected throughout the week.
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Portfolio Watch: The Last Gasp of a Dying Man?
Hello Everybody and welcome back to our weekly Portfolio Watch where we take the temperature on our Macro calls and provide our perspective on how...
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Out of the Box #20: Gas and Steepeners Brought to You by Muftis and Tsars
The risk/reward in going long Natural Gas is getting better by the week currently The European and Japanese trade surplus/deficit is 100% under...
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The Energy Cable #39: A Maturing Bull Market
The oil market consensus is getting very uniform as everyone and their mother has figured out that there is an obvious supply deficit through...
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Steno Signals #66: Buckle up for the energy crisis 2.0
Is there another major energy crisis in the making and how does it differ from the crisis in 2021/2022? We have long held the view that the...
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