Tag Archives: arbitrage

A Quantitative view of Methanex Commercial, Producer and Marketer of Methanol in the Global Markets. Investment-Banking Commodity Trading School of Thought.

Posted on by

0

Methanex is a Marketing, Logistics & Supply Chain of Methanol in the major international markets including the North America, Europe, Asia Pacific and South America.

The way to make money as a trader is have a view to be different than the consensus and the the market moving towards that view. The same is true for the strategist at Goldman of the commodity trading firm Mercuria: have a view that is different than the consensus and have that gap narrow.

Based on our model prediction Methanex will create $1.18 CFO per share in Q4-2020.
This translates into a target of $56.22 versus a Wall Street consensus at $41.81 a share. Continue reading →

TRADERS SITG Pt. XXIV: : -The American Dollar Commodity, an Harbinger of the Risk- Capacity in the Swiss-based 🇨🇭 Commodity Sector.

Posted on by

1

The sharp appreciation of the dollar coinciding with a large (negative basis) on other currencies relationship has been especially strong during the recent period of pandemic-induced stress in the global markets. It takes on the attributes of a risk capacity indicator for the commodity trading and finance sector.  Continue reading →

View post to subscribe to site newsletter.