Valbury Capital

Multi-asset, mid-market broker dedicated to providing high quality brokerage services to professional traders and private clients

[Valbury Capital @ValburyCapital]

Global Price Deflation
Nov 26, 2018
Almost all major asset class has peaked from a very high level & the descent will be protracted The Fed is letting $50 bln ......
https://t.co/gBMMzjeWkq
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[Valbury Capital @ValburyCapital]

VIX – watch the term structure
At the tail end of a particularly dismal month for global markets on October 26th the VIX broke 26 on the upside, a level not seen since ......
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https://t.co/kA47yczhq5

[Valbury Capital @ValburyCapital]

China – what’s next?
The Chinese Communist Party Politburo members recently released a statement via its state controlled news agency Xinhua, intended to placate tumultuous markets and turn around dejected sentiment
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https://t.co/cad1Z2byn9

[Valbury Capital @ValburyCapital]

Gold before the rush
Speculators waging short bets in gold market may get caught offside very soon CFTC Commitment of Traders numbers show that speculators have loaded up on short gold contracts in unprecedented quantities Oddly enough....
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https://t.co/Wk7j5wnCxP

[Valbury Capital @ValburyCapital]

Corn – wet ears
December US Corn futures contract rose to $370 from around $343 on September 18th signalling what may be the beginning of a bullish trend in corn futures prices Amid still strong production forecasts ....
https://t.co/G7dDfBXhSQ
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[Valbury Capital @ValburyCapital]

Emerging Markets – the bottom isn’t in
Emerging markets have significantly underperformed developed markets this year, but just because EM is cheap on a relative basis doesn’t mean now is the time to buy. So far this year......
https://t.co/4WTS7ImgPB
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[Valbury Capital @ValburyCapital]

Coffee darkest before dawn
Few weeks ago price of Arabica Coffee Futures plunged to a 12 year low the bear market in coffee has been relentless it's decision time for producers Many selling at a loss due to persistently low prices .... https://t.co/OIsTUX60vS
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[Valbury Capital @ValburyCapital]

Trend is your friend !
US Treasury Bond bull market has persisted for more than three decades since Paul Volcker crushed inflation by hiking the Fed Funds Rate to over 15% in the 80s, & this longstanding trend looks set to continue .......
https://t.co/PrIvSGN1Cd
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[Valbury Capital @ValburyCapital]

A number of leading meteorologists predict a colder than average winter for 2018-19 & if the sub-arctic temperatures & snow storms of recent years return to parts of Europe & North America natural gas prices may be set for a strong rally
https://t.co/S0G4DLBvf6
#ValburyCapital