ISM vs Commodity Prices // Upcoming Rice Price Explosion?
ISM vs Commodity Prices The latest ISM Manufacturing data came in lower than expected. It almost seems like economic momentum in the US is fading.
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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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Positioning Watch – Increasing the BETA risk?
Hello everyone, and welcome back to our weekly positioning watch. Our newly invented high-frequency hedge fund positioning data was well received,...
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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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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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