u/VenusbyTuesdayTV

What is VenusByTuesday youtube doing? Buying Cocoa futures!

Hi Collapsniks,

You might be wondering what I am doing after the VenusByTuesday r/collapse-themed youtube channel was terminated.

I was monitoring Dr. James Hansen's commentary on his website early this year when I noticed he started commenting on a large El Nino to come in the later half of 2026. I went and looked at the ENSO climate models which confirmed it. So I went to have a look at each individual soft commodity in the last 23/24 El Nino and saw which had the largest price reaction. By far, the largest price reaction was cocoa futures.

When the Iran War started, that was my chance. I bought a significant number of May 2027 cocoa futures contracts in early March 2026 at a cost price of USD 3,500 and my target price is USD 14,000. The current price is USD 4,000. The market is currently finely balanced between near-term oversupply and mid-term El Nino risks.

My thinking is that I might as well make money (from the hedge funds who are net short) off the slow collapse rather than get steamrolled by it. This is NOT investment advice.

If you want more details about this cocoa bet, it's in one of the comments in my profile.

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u/VenusbyTuesdayTV — 24 days ago