We half-jokingly know that as soon as we post this, Cocoa will sell off 10% to 20%…. but it’s time we weigh in on the marvelous trend happening in the Cocoa Market, leaving many trend followers as happy as that bird on the cereal box: A Textbook Up Trend Here’s the beautiful chart courtesy […]
From NASA to Star Trek, Brad Barrie and David Johnson of @DynamicAlphaSol discuss how their shared interests inspired the development of their diversified mutual fund, which blends equity exposure with discretionary global macro allocations. They explain how this approach seeks to provide smoother returns through non-correlated exposures. Brad and David also delve into their backgrounds […]
This packed panel discussion featuring Tim Pickering (Auspice), Brent Belote (Cayler Capital), Gerardo Tarricone (Arion) and Derek Stroke (Equanimity Advisors) focused on commodities as diversifiers and opportunities in commodity trading and investing. Our panelists discussed topics like the reliability of commodities in portfolios, ESG factors, the potential for a commodity supercycle, and educating the next […]
Commodity prices rose to start the new year, with the GSG index gaining a solid +4.39%, supported by tight supply conditions and manufacturing activity. Elsewhere, most assets pulled back as investors adapted to a higher rate of uncertainty globally. U.S. equities exhibited relative resilience, with the S&P climbing +1.59% after 2023 saw mild gains. By […]
We’re thrilled to kick off another season of The Derivative Podcast. Our first episode finds us going into the lion’s den so to speak, finding out just what all our past and future hedge fund running guests have to fear from replication specialist Andrew Beer (@andrewdbeer1), of the successful DBMF managed futures ETF. From the […]
Managed futures, commodity trading, forex trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. You should not rely on any of the information as a substitute for the exercise of your own skill and judgment in making such a decision on the appropriateness of such investments.
The entries on this blog are intended to further subscribers understanding, education, and – at times – enjoyment of the world of alternative investments. Unless distinctly noted otherwise, the data and graphs included herein are intended to be mere examples and exhibits of the topic discussed, are for educational and illustrative purposes only, and do not represent trading in actual accounts. Opinions expressed are that of the author.
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Managed Futures Disclaimer:
Past Performance is Not Necessarily Indicative of Future Results. The regulations of the CFTC require that prospective clients of a managed futures program (CTA) receive a disclosure document when they are solicited to enter into an agreement whereby the CTA will direct or guide the client’s commodity interest trading and that certain risk factors be highlighted. The disclosure document contains a complete description of the principal risk factors and each fee to be charged to your account by the CTA.
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