Commodities

Positioning Update: Traders Shun Commodities, But Here’s Why You Probably Shouldn’t

Not many people talk about commodities in the aggregate sense, i.e. as an overall asset class. Typically it's gold this or oil that, which is a shame because it is a really interesting asset class; particularly now as the core index we track is basically at a make-or-break turning point.

Q4 hedge fund letters, conference, scoops etc

The chart of today's . . .

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