Weekly Review
Mon-T Weekly Review — w/e 14 Mar 2026
Ten from fifteen, the S&P bearish call lands, and the Iran war turns crude into a one-way street while wheat gets winterkilled by reality.
Weekly Review
Mon-T Weekly Review — w/e 6 Mar 2026
Iran blew a hole in the Middle East and an even bigger one in the desk's metals thesis. Seven from fifteen, and crude oil just wrote the trade of the year.
Weekly Review
Mon-T Weekly Review — w/e 27 Feb 2026
Fourteen from fifteen, silver does it again, and the desk finally stops fighting the crude oil tape.
Weekly Review
Mon-T Weekly Review — w/e 21 Feb 2026
The desk is back, silver smashes through R1, and the FX complex reminds everyone that currencies have feelings too.