Positioning Watch: Higher for longer vs Lower for longer?
Hello everyone, and welcome back to our weekly weekend Positioning Watch. The Central Bank bonanza week has come to a close, with only a few...
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The Energy Cable #38: Time to switch exposures in Energy space?
Warren and 3Fourteen Research has been bang on with their bullish crude trade posted in July, which has returned approx. 33%
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Silver Takes the Lead
I don’t know who said it first, but I heard it from John Levin around the time of the credit crisis in 2008. John is one of the great gold traders...
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Traders Remain Neutral Commodities // Copper Loses as China Falls Apart
The vast majority of oranges produced in the US come from Florida, which has been hobbled by hurricanes and a cold snap, massively hampering supply.
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Cocoa Market Started Collapsing // Soybean Spreads crash down
Cocoa Market Started Collapsing Run-ups in commodity markets tend to be slow but steady but meltdowns on the other hand fast and sharp
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