Please find links to some of the commentaries made as part your author’s role as investment strategy adviser to Phenix Consulting & Asset Management over the course of 2018. ‘Market Movers’ provide updates on developments in and projections for commodity markets themselves while ‘Primary Concerns’ presents the L/S fund’s monthly results:-

18-03-28 PCAM – Why Commodities

18-11-20 Market Movers VIII

18-11-06 Primary Concerns

18-11-02 Market Movers VIIb

18-10-04 Primary Concerns

18-09-28 Market Movers VI

18-09-04 Primary Concerns

18-08-28 Market Movers V

18-08-31 Fixing Fixed Income

18-08-03 Primary Concerns

18-07-30 Market Movers IV

18-07-12 Primary Concerns

18-06-27 Market Movers III

18-06-05 Primary Concerns

18-05-30 Market Movers II

18-05-04 Primary Concerns

18-04-27 Market Movers I

18-04-18 Primary Concerns II

18-03-06 PC Compilation

18-04-17 Primary Concerns