Category: Macro Commentary

16 Mar 2017
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Billionaire Investor, Millionaire Mistakes

If you’re looking for a case study of what a horrible idea it is to invest based on what billionaires invest in, look no further than Bill Ackman (head of Pershing Square Hedge Fund) and his disastrous Valeant trade. This week, Ackman finally got rid of his remaining Valeant shares, totaling roughly $4 Billion in […]

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13 Feb 2017
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How Will Trump Affect the Global Macro / Managed Futures World?

Today, we published our 2017 Managed Futures/Global Macro Outlook, and there’s one rather ‘in the news’ figure we couldn’t help but analyze given his penchant for market moving tweets and what not.

Yes, It seems leaders in the industry are thinking Trump could very well, “Make Discretionary Marco Great Again.” The thought process is Managed Futures and Global Macro styles should expect….

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13 Dec 2016
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Crude Oil, a Contender?

We can’t help but look at Crude Oil recently and think of Marlon Brando saying – “I used to be Somebody.”  Although our memories aren’t as good as Google’s. Here’s the actual line:  “I could’a had class, I could’a been a contender, I could’a been somebody” In Crude Oil’s case… it’s not a could’a been, […]

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06 Dec 2016
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Everyone’s Banking on a Rate Hike

When the Federal Open Market Committee finally raised rates to the 0.25% to 0.50% last December, it was the first time in seven years. Indeed, the  fact that we just quote those minuscule rates and a range instead of fixed level shows just how different a rate environment we ended up in after those seven […]

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