Blog
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Managed Futures Drawdowns- Been There, Done That
Drawdowns are part of investing, as are letters from managers reassuring investors to stick through the rough patch. Covenant Capital…
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Your Friendly Gold Public Service Announcement
Is gold a safe haven during times of uncertainty? We compared the recent decline in gold prices to the drop…
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FX Futures: 40 Years Later
Today marks the 40th anniversary of the launch of FX futures by the CME – a perfect opportunity to reflect…
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Batter Up: Managed Futures and the Coming Crisis
This week our newsletter looks at some of the looming “what-ifs” on the horizon – the Euro’s troubles, the US…
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Mutual Fund Death Spiral Continues?
When Pimco launched an ETF to track its famous Total Return mutual fund, one of our favorite bloggers declared it…
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The Why Alternatives? Wrap Up
Last week’s flurry of conference activity was full of great insights from many clever people. Now that we’ve had a…
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Risk vs. Return for the NBA and CTAs
The Freakonomics blog recently compared NBA players based on their shooting efficiency, a comparison that brings to mind our own…
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Guest Post: The Great Fall of China?
Jeffrey Dow Jones over at Cognitive Concord has a great post continuing the theme of politics influencing investing we witnessed…
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Throwback- Old School Gold Pits
Given how fun it’s been to see gold bugs squeem at the sight of the commodity’s price over the past…

