only guys i know talking bout food shortage are cbot bean/corn longs who re now offside, hoping for a rally even though we re getting close to the seasonal harvest selloff...
Which grains are you short? Average entry prices and size? My quants will be able to help, and tell you exactly how much you're offside vs. fair values.
I had mentored close to 10 interns/new hires at the last fund I worked at. About 2 of them ended up doing OK, after about a year or so. Most of them fail, because they think they know everything just because they got a PhD, and usually come crawling back when they lose $, but by then we've...
Brandt is a puzzle. He allegedly made money so he may know a thing or 2 associated with actual trades, yet his tweets and book content is full of conventional, useless ideas around TA, as if he wants to throw people off. I remember in 2020 he tweeted that cbot corn could go as low as $1.50...
Just curious can you share your source for crowd sentiment? I just looked up twitter, news sentiment, and COT managed money/ small spec positions for both wti and brent, all these data have retail, funds net long or at least net bullish.