Commodity

Recently, the situation with orange juice has caused significant global concern. Production for 2023-2024 is expected to decrease by 3%, with Brazil, the world’s leading producer, experiencing a 9% drop

I have received more than one email asking for my thoughts on coffee. Below is my analysis. I begin by showing the chart of the term structure of coffee. Very clearly you…

One of the commodities that has caught my attention in recent weeks is cocoa, particularly its fundamentals. Prices closed significantly lower last Friday after a strong five-week rally pushed cocoa to

What most commodities are experiencing is a special moment, with strong rises and many missed seasonality. I am not going to explain the reasons for this situation by simply talking about one…

Those who have been following me for a while, and those who have read my books know this. It is not with those two or three little rules that they teach in…

Over time I got to know many traders, with some I became friends and we started exchanging opinions and analyses. Among them is Cristian, who is inventive and very imaginative. He is…