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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Looking for the Top in Bonds, Part XIV
Lest the title gave you the wrong impression, no, we’re not about to call a top in the US bond…
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Bucking Vacuum Mentality
Traditionally, when you read a story, the moral comes at the end – a sound bite takeaway that justifies the…
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The Impending Pig Paucity
We’ve watched all summer as the drought has sent grain prices skyward, and even setting some new records for those…
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PFGBest Update: Accounting Complications
As the PFGBest bankruptcy has worn on, it has become clear that the fraud that took place was likely not…
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Winton Makes a Play for China?
Managed futures are used the world over by sophisticated investors, but one rapid growth space where they’ve yet to gain…
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Same Shirt, Different Color: Traditional 401(k) “Diversification”
As we perused the news this morning, a headline jumped out at us: How to Get Better Returns From Your…
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Newsletter: From the Horse’s Mouth
This week, we’re doing something a little bit different. Instead of writing from a singular perspective, we’re highlighting our differences,…
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Gold vs. Stocks: Battle Royale
A recent piece comparing stocks to gold during the recovery caught our eye. Its argument is pretty simple: even with…
