Commodity Market Movers Report - Portfolio Update 21.06.2026
How we’re positioned and what we’re looking out for.
What we did during the week:
Opened a new short position in soybean meal and added therefore to our short grain exposure. Grains are currently in the worst part of its seasonality, and El Nino historically makes forward returns look even worse. We still stick to our credo to use price strength to add to our shorts here.
Besides that, no portfolio changes …