Alexander Stahel
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burggraben.bsky.social
Alexander Stahel
@burggraben.bsky.social
330 followers 2 following 3 posts
Commodities; Investor
On X: @BurggrabenH
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burggraben.bsky.social
EU natgas is in a seaonal bull market due to an early winter which we explain in detail below.

We will update our forecast numbers - which we are convinced to be the gold standard for EU demand-supply balances - weekly going forward.

#TTF
www.thecommoditycompass.com/p/european-n...
European Natural Gas Market - Episode 1
Are we in a seasonal bull market for TTF? 19 November 2024
www.thecommoditycompass.com
November 20, 2024 at 2:09 PM
burggraben.bsky.social
Here some thoughts on gold

x.com/BurggrabenH/...
Alexander Stahel 🇺🇦🇮🇱🇬🇪 on X: "Understanding gold prices used to be straightforward: one had to have a view on the direction of US real rates to hold, buy or sell gold. Gold traded inversely to real rates for decades as fast-money ETFs in the West had to buy, hold or sell physical gold based on the changing… https://t.co/oVUII93YRd" / X
Understanding gold prices used to be straightforward: one had to have a view on the direction of US real rates to hold, buy or sell gold. Gold traded inversely to real rates for decades as fast-money ETFs in the West had to buy, hold or sell physical gold based on the changing… https://t.co/oVUII93YRd
x.com
May 4, 2024 at 11:32 AM