It has paid to pick our spots wisely in the commodities complex as it's been a very bifurcated asset class this cycle.
Live and Feeder Cattle are carving out distribution patterns.
Energy has been a rangebound mess.
Meanwhile, the relative strength has been in the soft commodities and precious metals.
Gold recently put the finishing touches on a multi-decade accumulation pattern.
Cocoa has resolved a 12-year base and rallied over 400% to new all-time highs.
Coffee is flirting with new multi-decade highs after completing a tactical reversal pattern.
And we're betting that Cotton will participate to the upside with the rest of the soft complex soon. The soft and fluffy commodity is on the verge of trapping the bears below a key level of polarity.
We want to continue leaning into the relative strength in soft commodities.
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