Most traders think they’re diversified—until everything starts moving together. This article breaks down how correlation within commodity groups creates hidden risk, and why managing sub-group exposure...
Bullish bias in Cattle-on-Feed report
When I saw the picture available to use of a ghost in a wheat field, I knew I had to use it for this piece discussing long-term investments in a market known as Poverty Grass.
How certain commodity prices could behave
Cattle Markets Crash and recover in front of the Cattle on Feed report
Spread Opportunity Perhaps
In my opinion, the cattle market is believed moving into equilibrium. Rationing has caused significant shifts in domestic production and processing.
May NY world sugar #11 (SBK26 ) on Friday closed down -0.35 (-2.56%), and Aug London ICE white sugar #5 (SWQ26 ) closed down -6.00 (-1.43%). Sugar prices retreated on Friday, with NY sugar falling to a...
May ICE NY cocoa (CCK26 ) on Friday closed down -181 (-5.38%), and May ICE London cocoa #7 (CAK26 ) closed down -104 (-4.17%). Cocoa prices settled sharply lower on Friday for a second day on signs of...
May arabica coffee (KCK26 ) on Friday closed down -7.15 (-2.41%), and May ICE robusta coffee (RMK26 ) closed down -86 (-2.48%). Coffee prices settled sharply lower on Friday, with arabica falling to a...