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Category: copper

Why One Bank Thinks The Narrative And Current Positioning Are ‘Fraught With Risk’

April 11, 2018April 11, 2018

“Typically when positions are as large as they are currently, the risk is that if the prevailing narrative of the time does not play out perfectly, violent reversals will ensue.”

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Requiem For 2017: The Year In Charts

December 29, 2017December 29, 2017

Cheers to you in the new year…

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oil4 Comments on Requiem For 2017: The Year In Charts

Adrift.

December 27, 2017December 27, 2017

Who’s long weed and palladium?

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2 Comments on Adrift.

Monthly Letter

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