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FX | Commodities | When will the oceans cool?

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Not fans of top-down macro or demand-side commodities research

As a general principle, we are not big fans of top-down macro research. It tends to be a jack of all trades but master of none approach. Although few macro investors would admit it, most, on aggregate, lose money ...


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FX | Commodities | When will the oceans cool?

Examining the relationship between agricultural commodity prices, FX and weather patterns.