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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How much of a Drawdown are You Willing to Endure?
We are realizing that much of the billions that have flowed into managed futures mutual funds over the past few…
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Weekend Reads: Equities Neutral, Upgrades Commodities
Goldman Sachs cuts equities to ‘neutral’, upgrades commodities
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Alternative Links: New Chicago Trading Pit
A New Trading Floor in 2016? Options Market Turns to Old Tactic – (Bloomberg) How Should Alternative Investments Be Benchmarked?…
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How did Ackman get so Married to this Valeant Trade
So how does a successful hedge fund manager like this can get so married to a trade? That’s the hallmark…
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Weekend Reads: The Best and Worst of April
Redefining Trend Following – (Top Traders Unplugged) One Time When Buying Low and Selling High Makes Sense – (Michael Melissinos Blog) The…
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Stocks aren’t Bad, they’re just not Good
The S&P 500 isn’t a bad investment, it’s just not a good one. It will test your nerve, and then…
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Managed Futures is in a Drawdown – Cue Wilson Phillips
we wanted to send out this cult classic to all those invested in managed futures who right now just need…
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Alternative Links: Get Out of the Stock Market
“The conference wants a specific recommendation from me. I guess ‘Get out of the stock market’ isn’t clear enough”
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Asset Class Scoreboard April Performance
Pop the champagne! For the first time in 2016, all 8 asset classes we track are positive on the year,…
