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Blind Squirrel Macro
Refocusing the 🐿️'s Ag Positioning
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Refocusing the 🐿️'s Ag Positioning

Complacency in the grain complex looks overdone. New Acorn!

Oct 17, 2023
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Blind Squirrel Macro
Blind Squirrel Macro
Refocusing the 🐿️'s Ag Positioning
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Summary

  • As we have been intimating in our notes over the course of the past couple of months, we are getting increasingly bullish on the grain complex.

  • As such, we are repositioning our exposure to agr…

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