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Yep: NOK, Wheat and Tesla in the same podcast.

Saxo Market Call

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Navigating Wheat Market Dynamics: Short Covering and Contango

This chapter explores the obstacles encountered during the U.S. winter crop harvest, focusing on market trends and the impact of adverse weather globally. It discusses the behavior of hedge funds and speculators in the wheat market, suggesting that significant price rallies may depend on further market declines.

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