Ole Sloth Hansen
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 68 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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oleshansen.substack.comLatest Issues
The companies powering AI are outperforming those building it
The technology sector fuelled by the artificial-intelligence investment boom continues to generate strong revenue growth, but some of the strongest equity returns this year have come from the companies providing the energy needed to build a...
Why tight commodity markets are boosting investor returns, or the hidden tailwind behind the commodity rally
The strong performance of commodities this year has been driven by more than rising spot prices. Tight physical markets, particularly across energy, have pushed futures curves deeper into backwardation, providing investors with an additiona...
COT update: Agriculture buying accelerates as funds rush into grains and softs
Forex
The COT update on forex covering the week to 25 August captured the aftermath of the US Treasury’s bond buyback announcement, which initially weakened the dollar before some buying returned later in the reporting period. Overall,...
Commodities Weekly: Weather, war and debt broaden the commodity rally
Commodities rally as scarcity takes multiple forms
Weather, war, fiscal debt concerns and a softer dollar have combined to support another week of broad-based commodity gains, strengthening the impression that the rally is no longer be...
When bond markets need support, hard assets start to look harder
The US Treasury’s surprise decision to increase support for the long end of the bond market triggered a strong response across financial markets on Wednesday. Long-term Treasury yields fell faster than short-term yields, producing a so-call...
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