I have a reasonably good background in Quantitative Finance, but I have a small experience in the markets themselves.
I would like to be able to start developing my own view on the commodity markets, not only from a technical or quantitative point of view, but also from a more global and fundamental one.
I believe having a global view is not easy and that it will come with time. I started a few months ago to read the research of different banks through their monthly reviews. However, I think I should allocate some time daily to enhance my global knowledge in these markets.
I do not really know what to do; what newspaper(s) (if any) should I read? Which websites specialized on commodities should I monitor?