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...
232 Views
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.
211 Views
Business Cycle Watch – What if ISM Manufacturing rises to 56?
The ISM figure for May surprised negatively Monday, admittedly a short-term setback for the whole reflation story we have laid out over the past...
407 Views
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...
270 Views