u/Karambai

Average Margin on Physical Commodities?

Pretty much title. I'm sure it varies quite dramatically, but what is a typical margin that a major trading house would make? How much has this fallen over time, and is it still ever possible to make like 40% on a trade?

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u/Karambai — 16 hours ago
▲ 6 r/Commodities+1 crossposts

How far can I realistically take personal copper research?

Hi, I am currently a complete beginner. As I have 4 months free for summer I have started doing some research on physical copper as a way to build a portfolio (of sorts) and to hopefully help get my foot into the door working in metals in any way. However, it has quickly become clear that, as an individual and without paying for data, any model I could make will be both very out of date and very limited in scope. With this in mind:

  • Is this a productive way too spend my time with the goal of landing an internship?
  • What kind/how complex of a model could I realistically aim for by October?
  • Would it be better to focus on less quantitative/technical written notes?

For reference, I am currently aiming to write short market notes based on relatively small niches or factors within the wider copper market.

Any thoughts would be much appreciated!

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u/Karambai — 1 day ago

Should I Attach an S&D to a Cold Email?

I've seen people (in regard to IB/Hedge funds) recommend attaching e.g. a sample DCF to cold emails. I would appreciate some input on whether you guys think it would be worth adding e.g. an S&D for commodities firms, or is there just no way I would know enough compared to any legit firm for it to be worth doing? Is there something more suitable that I could attach like a written thesis on X commodity? This isn't necessarily about internships etc, currently 1st year undergrad and I would be happy just to get a chat.

Thanks!

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u/Karambai — 7 days ago

Title, or generally just resources to start learning any of the models that are widely used in physical commodities. I am struggling to find something that is both good and inexpensive.

And as a follow-up how feasible is this type of thing as a pet project?

Thanks

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u/Karambai — 19 days ago