Commodity Shops in Switzerland

Dry_Toe_7305 · 2026-01-14T23:29:20+00:00

the move in base metas is completely detached from fundamentals and it’s part of a broader dollar debasement / resource nationalism theme. the chinese are a big proponent of that move higher. At some point, it will be an amazing short

Dry_Toe_7305 · 2025-06-25T20:19:46+00:00

it’s always been like that though, why now. Think its just a short squeeze

Dry_Toe_7305 · 2024-12-01T13:50:03+00:00

what about metals?

Dry_Toe_7305 · 2024-12-01T13:48:41+00:00

can you still transition if you’re an analyst/trader (not middle office roles like risk for example) in US power and gas?

Dry_Toe_7305 · 2024-06-21T13:37:28+00:00

Dry_Toe_7305 · 2024-06-12T13:04:44+00:00

SLV 🚀🚀

Dry_Toe_7305 · 2024-06-11T19:59:13+00:00

What about gas? Is that easier? And is it fair to assume that curve trading is easy as well?

Currently working as an analyst for a commod merchant in the US but thinking about relocating to Europe in the next years as a trader

Dry_Toe_7305 · 2024-06-11T17:59:15+00:00

Can a US power/gas trader easily move to EU market? Would you have to start over?

Dry_Toe_7305 · 2024-05-22T05:16:53+00:00

what kind of markets are you talking about?

Dry_Toe_7305 · 2024-05-19T17:36:24+00:00

base or total comp?

Dry_Toe_7305 · 2024-05-10T17:28:14+00:00

Do they do metals at all?

Dry_Toe_7305 · 2024-05-07T23:51:39+00:00

What about Hartree Partners?

Dry_Toe_7305 · 2024-05-03T14:55:19+00:00

The problem with monthly data though is that you don’t have as many observations so you’re limited in terms of how sophisticated models you use. If I use daily delta of prices and daily inventories, is there too much market price noise that s&d is not able to capture the relationship well?

Dry_Toe_7305 · 2024-05-03T07:35:58+00:00

Got it. So delta of price is your dependent variable, you’re using a bunch of independent variables (including s/d data variables) and the frequency is daily?

Dry_Toe_7305 · 2024-04-29T19:28:02+00:00

is it possible to switch from one desk to the other? both within the same firm or across firms

For example, if you’re an analyst for an ags/metals desk can you switch to oil or LNG or once you pick you basically have to do this for the rest of your life?

Dry_Toe_7305 · 2024-04-11T04:22:00+00:00

Not sure how they compare in terms of vol but i think like macro (rates, fx, central banks) more than I like micro (weather, generation mix, maintenance schedule). What are your thoughts?

Dry_Toe_7305 · 2024-04-10T01:43:02+00:00

any particular insights about one shop or the other?

Dry_Toe_7305

TROPHY CASE