HeyJaredThe Commodity Report
Tradeable Commodity Research from an Alpha-Capture Strategist.
- Indexed issues, last 90 days
- 15
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 10, 2026
Latest issues
Commodity Market Movers Report - Portfolio Update 27.09.2026 (opens the original)
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Changes during the week/no changesCurrent active portfolio:<img alt="" class="sizing-normal" height="383" src="https://substackcdn.com/image/fetch/$s_!M80k!,w_1456,c_limit,f_auto,q
Agri-Exposure remains too low in portfolios (opens the original)
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<img alt="" class="sizing-normal" height="222" src="https://substackcdn.com/image/fetch/$s_!90lb!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb786d8c9-9a53-48a8-9f57-c9bd89f0395f_1456x222.webp" title="" widt
Commodity Market Movers Report - Portfolio Update 20.09.2026 (opens the original)
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Changes during the weekClosed our long positions in cocoa, cotton and copper.All trades hit our internal risk management rules. In cocoa we got a bit burned with our largest YTD loss as we took a larger gamble on this El Nino pure-play.We remain constructive especially on cocoa but at a later point in time as the investment case hasn‘t changed.But curre… <a href="https
3 Hard Truths About ENSO Forecast (opens the original)
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<img alt="" class="sizing-normal" height="222" src="https://substackcdn.com/image/fetch/$s_!90lb!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb786d8c9-9a53-48a8-9f57-c9bd89f0395f_1456x222.webp" title="" widt
Commodity Market Movers Report - Portfolio Update 13.09.2026 (opens the original)
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Changes during the weekNo changes!While there were no portfolio changes, we adapted the weekly report to our new corporate design and continue to improve over the next few weeksCurrent active portfolio:<source
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