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Alternative Links: Peak Commodity Love

By: RCM Alternatives
Harvest Exchange
March 3, 2017

Alternative Links: Peak Commodity Love

As a group, hedge funds now hold a record net long position equivalent to 951 million barrels across the three main Brent and WTI contracts

“A machine can’t do everything yet,”

Old School Trading Pits to Remain After High-Tech Exchange Deal – (Bloomberg)

 

a backwardated market brings all sorts of interesting investments out into play.

Back To Backwardation for Crude? – (RCM’s Attain Alternatives Blog)

 

Commodity indexes have struggled to extend recent gains and traders look for global inflationary signals,”

Hedge funds’ ag buying stalls, amid questions over commodities rally – (Agri Money)

 

To be sure, the rush to go long on commodities may already have gone further than is justified by physical fundamentals

Hedge Funds May Be Falling Back in Love With Commodities – (Bloomberg)

 

As a group, hedge funds now hold a record net long position equivalent to 951 million barrels across the three main Brent and WTI contracts

Hedge funds find plenty of willing sellers in oil: Kemp – (Reuters)

 

Tudor is hardly the only hedge fund to lower the price of admission in recent months as investors are turning away from an industry with persistent underperformance compared with the broader market.

Pension funds, endowments and other deep-pocketed hedge-fund backers are increasingly shifting to lower-cost, simpler investing approaches.

Paul Tudor Jones’ New Hedge Fund Pitch: Low, Low Prices – (Wall Street Journal)

 

The U.K. accounts for 43 percent of Ireland’s agriculture exports, buying about 1 billion euros ($1.1 billion) each of beef and dairy products a year,

Ireland’s Food Industry Wants to Woo the Mideast Before Brexit – (Bloomberg)

 

Now, they’ll surely have drawdowns, losing years, and flat periods and all the rest in the future. But for now, it’s worth acknowledging and recognizing that drawdowns can end. That investors can be rewarded for investing in drawdowns, and that managers can pivot and improve without abandoning their roots and core beliefs about markets.

Don’t Call it a Comeback – Part II – (RCM’s Attain Alternatives Blog)

 

 

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Originally Published at: Alternative Links: Peak Commodity Love