Kucrop Analytics - Portfolio Update 06.07.2025
How we're positioned and what we're looking out for.
What we did during the week:
We implemented a Long position in HH Natural Gas, as already highlighted in the lower section the week before. This is a discretionary trade, as we see something in the market data that overrides the trend following approach that accounts for roughly 70% of our trades.
We also got stopped out of our second half of our Long Lea…