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 #7] Collapse in Crush Margins Yet Another Blow for Soybean

Harvest Headwinds: Extreme Weather and Wheat's Price Surge

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

Ascending El Niño and Its Impact on Corn Production and Prices

Bumper Brazil Harvest To Depress Near-Term Sugar Price Despite Indian Export & Blending Restrictions

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

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

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Cross Asset Strategy

<ul>
<li>Latest WASDE report reaffirmed market’s bearish outlook. Inventories of corn, wheat, and soybean are ample.</li>
<li>Asset managers are positioned heavily bearish on corn, wheat, and soybean. Wheat positioning is the least bearish.</li>
<li>Futures for corn, wheat, and soybean fell after WASDE release with corn futures underperforming. </li>
</ul>


Latest WASDE report reaffirmed market’s bearish outlook. Inventories of corn, wheat, and soybean are ample.
Asset managers are positioned heavily bearish on corn, wheat, and soybean. Wheat positioning is the least bearish.
Futures for corn, wheat, and soybean fell after WASDE release with corn futures underperforming. 


[Counting Beans #5]: January WASDE Reaffirms Market’s Bearish Outlook