Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

[Counting Beans #2] Soybean Prices Maintain Support at USc 1,300

[Counting Beans #3]: Soybean Price Remains Solid But Headwinds On The Horizon

[Counting Beans #4]: Soybean Price Tumbles as Headwinds Prevail

Solid Brazilian Rains Dampen Soybean Prices

El Niño Enhances Soybean Yields Creating Deflationary Impact on Its Prices

Double Crosshairs Haunt Wheat; Geopolitics and El Niño Impacts Global Staple

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Commodities

<ul>
<li>Research shows that El Niño results in milder weather leading to higher precipitation and consequently ~3.5% higher yield leading to depressed bean prices.</li>
<li>Bean prices have outperformed seasonal trends in November and December. It is surprising given surplus inventory outlook and El Niño effect on production.</li>
<li>Notifications of large export sales have driven much of the bullishness in prices over the past week. Prices are up 1.7% from last Friday’s settlement prices.</li>
</ul>


Research shows that El Niño results in milder weather leading to higher precipitation and consequently ~3.5% higher yield leading to depressed bean prices.
Bean prices have outperformed seasonal trends in November and December. It is surprising given surplus inventory outlook and El Niño effect on production.
Notifications of large export sales have driven much of the bullishness in prices over the past week. Prices are up 1.7% from last Friday’s settlement prices.


[Counting Beans #1] Robust Soybean Exports Driving Prices Higher Despite Record Harvest

Soybean Active Contract

[Counting Beans #1] Robust Soybean Exports Driving Prices Higher Despite Record Harvest