Welcome to our latest RPP Report, where we publish return tables for a variety of different asset classes and categories along with commentary on each.
We're going to flip the script a bit this week with our RPP Report. We typically don't publish a report during week's where we have a monthly conference call as JC covers our positioning and...
We're back to discuss some commodity ideas that are looking good at current levels. For the longest time, we've been looking out for a commodity supercycle. Over the past few months, we saw base metals halting their move and digesting their gains. But...
Earlier this week we shared a couple of trading ideas in the Commodities space. While Cotton as a commodity continues to shine through, we're seeing some movement in the related stocks as well.
Today we're here to connect the dots and see the...
Welcome to our latest RPP Report, where we publish return tables for a variety of different asset classes and categories along with commentary on each.
Honestly, very little is currently moving up in commodities. For quite some time now we've been updating our stance on the commodity cycle and what we think of it. But over the past few months, the market has been messy, to say the least. In this kind...