Blog
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Running an “Old Fashioned” Hedge Fund with Adrian Keevil of Plustick Partners
In this episode, Jeff Malec talks with Adrian Keevil of Plustick Partners about his path from corporate finance and academic research to investing, and how his work on stakeholder relationships…
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What does Chinese deal mean for Hog Prices?
Yesterday, the market woke up to the news that the world’s largest porker producer, Smithfield Foods (ticker SFD), is in…
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Is the government helping speculators manipulate grain futures? No.
Is the government (and CME) helping speculators manipulate the grain market? No. The recent article in Salon is little more…
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Waiting for the Bond Bear: Thirty-third Time’s the Charm?
We won’t even try to count the number of times we’ve started get excited about the prospect of a bear…
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The Hedge Fund Mirage Strikes Again
There are certain ideas in finance that behave like bad sci-fi movie monsters. Whether they are born in a dark,…
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Weekend Reads
The news has been all about the scandals in Washington this week, as if the normal level of blaming and…
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Black Gold, Texas Tea, and Brent Bubbly?
The story of the last few years in oil has been the growing spread between WTI and Brent crude, and…
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That’s Not a Sell-Off, THIS is a Sell-Off
Only a couple of days after we reposted a chart from Stocktwits comparing the Nikkei rally to the Dow’s climb…
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Gensler’s MF Global Getaway
As MF Global continues unwinding at the speed of bureaucracy, new pieces of information have been few and far between.…
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That’s not a Rally… THIS is a Rally
We were reminded of the old “That’s not a knife” line from Crocodile Dundee when taking a look at the…
