Grains Breakout & US Dollar Index Consolidating…

Commodity Report #229

*YTD our absolute return strategy is up 18.2%

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Grains Breakout

So far for us a trend reversal isn’t confirmed. Current La Niña weather and its implications probably works as a major tailwind for prices, combined with the prospects of an agricultural trade deal between the US and China.

Soybean Meal

Soybeans

Corn

US Dollar Index Consolidating…

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In Other News…

The problem with the current state of AI, we get sold dreams that are still so far off from reality. That’s a good video that sums it up pretty neat.

…regarding the ongoing government shutdown…

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Institutional Services

If you’re an institutional investor that wants to commit money into our strategy, receive a portfolio-overlay or copy our strategy to participate directly from our framework - contact us via info@lukas-kuemmerle.com

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Till next Monday, Lukas

If you have any questions in the meantime, please feel free to contact me via X or Mail.

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