Tag Archives: ethanol

Banks-Black Boxes Secular Value Destruction in the Commodity Trade and Finance.

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Secular value destruction in the commodity trade and finance world is just a normal reflection of a bank board non-acknowledgment or its inability to assess the true cost of dancing with the “Black-boxes”. 
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Banks- Goldman Sachs FICC Short Gamma RE-LOADS ENERGY TRADING Part II

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Sheds a light on a model that doesn’t involve the old school houses and trade finance but gives an ability to trade big VaR when good opportunity comes up. Leveraging Goldman internal flow ( alternate the credit HY research, macro rates, economic team, China EM, DM, Houston FICC) views.

Makes you really think what is necessary and what is “fluff”. Continue reading →