MBCC TH 22nd May'24 - "Anyone can hear a podcast about reflation trade, but COMMODITIES MOVE on PHYSICAL MARKET DISLOCATIONS, they don't move like MEME STOCKS no matter what charts say!"

This is why COMMODITIES are truly one of the few ARBITRAGE ASSET CLASSES, as those who trade the physical make $$$$$ billions, physical markets dwarf the puny little spec positions here and there. No equity or macro analyst gets it, as it is all about deliverability and physical settlement and various exchanges. That is the true BEAUTY if you understand it!

We tell you what is mis-priced as there is a time to play MACRO with PHYSICAL MKT if it makes sense, media and analysts have no clue!

We tell you the REAL trade in Copper and what is happening. And what can happen in Silver and Oil….algos can trade NVDA 0.00%↑ or S&P 500 futures all they want, but they cannot Commodities as there is more than reading charts!