Blog
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AI, Markets, and the Profits of Doom with Adam Butler
Jeff Malec sits down with Adam Butler of Return Stacked ETFs, back for the first time since their May 2023 AI episode, when GPT-4 had just come out. Since then…
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Weekend Reads
The second quarter of 2012 is now behind us, making it a good time to reflect on the year so…
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Risk On (The Atomic Green Rally, Part II)
The last trading day of June has kicked off with a risk on rally that rivals the nuclear green day…
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Corn Escaping the Risk On/Off Trade?
We keep a close eye on the risk on/off trade, as it plays a huge role in a manager’s ability…
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The Case for Continued Downward Trends
Despite the markets clawing higher this month, the majority of the short positions in our trend following models have not…
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Dear Mom…
A recent exchange someone in our office had with their mother revealed that she was counting on time to heal…
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Bonds Winding Up?
After climbing in May on the backs of the big risk market Euro fueled selloff, US 30 Year Bonds have…
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Has June Crossed the Line?
The June bounce is not the encore trend followers wanted after May’s sell-off. Since many trend followers exit positions when…
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Can’t Do That Here
Being NFA and CFTC registered, we are heavily regulated in terms of what we can say to the public. Specifically,…
