MBCC TH 15th November'23 - "What to do in Commodities, is China coming back here, our deep dive today and into 2024!"

Forget the large cap Tech stocks, its all about passive money using the old paradigm of asset allocation throwing it at the same index, but after the CTA and liquidity runs out, we can turn back to fundamentals. Passive money has altered the timing of markets, just makes them nasty on the way down and up.

The bigger issue into 2024, is Commodities and what is China doing - we take a look at our cross asset signals and discuss what to do in Oil, Copper, Iron ore, as that is MORE IMPORTANT than chasing AAPL 0.00%↑ NVDA 0.00%↑ and all..

What is the demand in each and the supply balance….we tell you our call into q4!