Stephen Geldart
StephenGeldart
Interesting comment. The consensus view seems to be that energy/commodities are cheap.It usually pays to be wary of the consensus.$XLE $CANE #sugar https://twitter.com/MarkGutman9/status/1245812986930966538 Here's a version the chart that's b
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Dairy farmers seek government help as lockdown forces milk dumping https://www.ft.com/content/64e5e6b2-3c29-4ed0-a83f-f5f66d517315 via @financialtimes A now-familiar story:1) Increased at-home demand can't make up for the lost out-of-home demand.
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