Commodity Market Movers Report - Portfolio Update 02.08.2026
How we’re positioned and what we’re looking out for.
What we did during the week:
We added a discretionary pick with long coffee during the week. Even though we believe that coffee prices will come down later this year, we continue to see that there is elevated moisture in Brazil that is hurting the crop. Price broke to the upside after a consolidation last week and we used that setup to get long the marke…