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Budi Voogt's avatar

What's driving the uptick in commodities? I recall from the ETF Program updates that the signal's been neutral for a while now.

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Prometheus Research's avatar

Good question! It’s about the specificity here. ETF Program uses DBC, which is a broad aggregate.

In Prometheus Multi-Strategy, we can go direct to the individual commodities, particular industries commodities since have a a bit more edge there vs the broad commodities aggregates

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