Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
How Commodities React To Trumps New Global Trade Plans
April 14, 2025, 5:02 a.m.
Kucrop Analytics - Portfolio Update 13.04.2025
April 13, 2025, 4:46 p.m.
Commodities Crash after Trump’s Tariff Nightmare
April 7, 2025, 4:30 a.m.
Kucrop Analytics - Portfolio Update 06.04.2025
April 6, 2025, 4:05 p.m.
Kucrop Analytics Q1 Update
April 1, 2025, 7:30 a.m.
-50% Orange Juice Price Implosion
March 31, 2025, 4:31 a.m.
Kucrop Analytics - Portfolio Update 30.03.2025
March 30, 2025, 4:02 p.m.
It Remains Dry in the US - A Problem For Grain Prices?
March 24, 2025, 6:01 a.m.
Kucrop Analytics - Portfolio Update 23.03.2025
March 23, 2025, 6:04 p.m.
Major Cotton Reversal Trade / Potential Investment Case
March 17, 2025, 6:02 a.m.
Cocoa Prices Disconnected from Reality? // Breakout Time in Oil and FX
March 10, 2025, 6:01 a.m.
How We Traded Wheat Short & CTA Positioning Update
March 3, 2025, 5:30 a.m.
US-Dollar Reversal Incoming?
Feb. 24, 2025, 5:30 a.m.
Cocoa Price Update // CTAs are quite long Commodities
Feb. 17, 2025, 5:31 a.m.
Gold Anomaly
Feb. 10, 2025, 5:30 a.m.
Our Latest Commodity Trades Revealed
Feb. 3, 2025, 5:45 a.m.
Soybean-Meal Oversupply Crisis Incoming?
Jan. 27, 2025, 5:15 a.m.
The Investmentcase for Gold
Jan. 20, 2025, 5:45 a.m.
Does Hershey’s Trigger Another Chocolate Squeeze?
Jan. 13, 2025, 5:05 a.m.
Food Prices Went Up Again in 2024 // Neutral Sentiment in Oil & Gas Industry
Jan. 6, 2025, 5:05 a.m.
Investors Are Max Long Stocks & Bearish Commodities
Dec. 23, 2024, 5:59 a.m.
Kuemmerle Report
Dec. 22, 2024, 6:06 p.m.
Historic Coffee Price Rally & WASDE Report Recap
Dec. 16, 2024, 6:02 a.m.
Not so Outrageous Commodity Predictions
Dec. 9, 2024, 5:58 a.m.
Goldman Thinks Commodities Will Outperform in 2025 // Bonds Into Year-End?
Dec. 2, 2024, 5:59 a.m.