Here we go. Despite the name, this will be everything on commodity investment portfolios, not commodity trading but INVESTING in commodities, commodity indexing, commodity forward curves and yes CONTANGO and backwardation-especially the fruity and juicy parts. The first post when it happens will be a brain dump, kinda, of what I know or think I know about commodities-commodity myths and fallacies. This will be followed up by details, evidence and musings whenever they may happen. We'll see how this goes.
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