유명 #석유 헷지펀드 매니저 앙뒤랑, #구리 와 코코아 베팅은 늘린 반면 석유 #포지셔닝 은 완전히 청산했다고 밝혀
내년에 다시 봅시다
https://www.bloomberg.com/news/articles/2024-06-26/andurand-ditches-famed-oil-trades-for-copper-and-cocoa?embedded-checkout=true
내년에 다시 봅시다
https://www.bloomberg.com/news/articles/2024-06-26/andurand-ditches-famed-oil-trades-for-copper-and-cocoa?embedded-checkout=true
Bloomberg.com
Andurand Ditches Famed Oil Trades for Copper and Cocoa
Pierre Andurand, the trader who rose to fame because of bold bets in the energy markets, is now stepping away from crude oil while sticking with an outlook for higher copper and cocoa prices.
Polaristimes
#칠레 최대 #구리 생산 기업 코델코(Codelco)의 구리 생산량 목표(갈색) vs 실제 생산량(주황색) #공급부족
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