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The wires were buzzing this morning. Goldman and BofA dropped the data: a record $130 billion has flooded into global equity funds this year, but the US share of that pie is shrinking fast. Four years ago, half of every dollar went to US funds. Now it's one in four. The consensus is clear: sell America, buy the world. And I'm calling it. This is a ...
Every time copper ticks up a few cents, my newsfeed explodes. 'The new commodity super cycle is here!' Pundits who couldn't find Cushing, Oklahoma on a map are suddenly experts on oil inventories. It's a classic sign of a top. I've seen this movie before. While everyone else is chasing momentum and listening to stories, I'm looking at the hard data...
So here's what nobody's talking about. Every time a drone flies over a tanker in the Strait of Hormuz, the same thing happens. Algorithms and retail traders pile into crude oil futures like it's the last lifeboat on the Titanic. They see a scary headline, they buy. But that's almost always the sucker's bet. While chart purists like Jake Morrison ar...
So here's what nobody's talking about. Every screen I see is lit up with WTI and BRENT charts. Every conversation is about the latest crude oil price analysis and what the Saudis will do next. It's noise. The real trade, the one the smart money is quietly positioning for, isn't in the oil barrel. It's in the grain silo.
Crude oil prices have jumped 12% over the past week, as markets price in the risk of a potential military strike on Iran.
Despite a sharp correction in gold prices, a group of traders has begun aggressively buying December call spreads on gold futures on COMEX, positioning for a potential price surge to $15,000–$20,000 by year-end, according to Bloomberg.
Cocoa bean prices continue to decline, reaching their lowest level since October 2023.
The Canadian dollar (CAD) is attempting to break out of a 15-year downtrend, coinciding with a strong bullish phase in global commodity markets.
Industrial demand for silver in China continues to be extremely strong, while domestic supplies are tightening, according to Bloomberg.