Fund Managers Reduce Commodities Again
Fund managers recently reduced their broad commodity position as well as energy position, compared to last month, according to the latest BofA survey.
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[ETP 25/2024] Energy Majors Bounce Back; Their Expansion Spree Continues
Oil prices rise on seasonal demand growth and Middle East conflicts. Henry Hub slides on the forecast of cooler temperatures next week. Energy...
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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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