#commodities $WEAT $CORN $SOY $CU $JPM $DBA $MOO $REMX $JJC $CPER These are the developments we are seeing in the commodities sector over the last few months, as follows: JPMorgan Chase (NYSE:JPM) in a note to clients is recommending a move away from bonds toward materials Hedge fund bets at their highest marks in 10 […]
$SPY, $USO, $TLT, $JJC The basic argument is that the threat of a possible confluence of easing central banks and simultaneous Dovish trade rhetoric leading to a breakout in the equities market would force a performance chasing FOMO bid among money managers into year end. But part of that thesis was that it would have […]
