Commodity Market Movers Report - Portfolio Update 11.01.2026

How we’re positioned and what we’re looking out for.

What we did during the week:

• Opened a short trend continuation trade within a bear regime in cotton futures

• Opened a long trend continuation trade within a bull to neutral regime in live cattle futures

• We see a trend continuation setup in cocoa. There remains a bear regime and we want to build up short exposure during the week if we get a better entry pric…