As always, for more details on my thoughts on the portfolio, PPV sports, inflation expectations (watch out for the back half) members can check out the Weekly Portfolio+...
Every week, we break down the Commitment of Traders (COT) Report to see how commercial hedgers - the so-called “smart money” in the futures markets - are positioning across asset classes.
Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.
