Commodity Market Movers Report - Portfolio Update 01.03.2026
The Commodity Market Movers Report released on March 2, 2026 details a new set of long positions across key commodities. The team added half‑position longs in gold, silver and platinum, each capped at 45 basis‑points of risk, and opened a long position in soybeans. These moves reflect a risk‑balanced strategy that aligns with recent price momentum in precious metals and rising demand for agricultural products. The update underscores a proactive stance toward diversifying exposure while maintaining tight risk controls.
Commodity Market Movers Report - Portfolio Update 22.02.2026
In this episode the hosts review their recent commodity trades, highlighting a 50% profit take on a short cocoa position after hitting the first target and the closure of a long heating oil trade following two strong rally days driven...
Commodity Market Movers Report - Portfolio Update 15.02.2026
In this episode, Lukas Kuemmerle reviews his commodity portfolio, highlighting a 50% profit take on a short coffee position after hitting the first target and the initiation of a short trend‑continuation trade in cocoa, capitalizing on a brief consolidation. He...