Blog
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Why Oil Didn’t Go to $300, plus Chinese gold bugs, Copper Squeezes & Uranium Alpha with Josh Blanchfield (Avos Capital)
Jeff Malec sits down with Josh Blanchfield of Avos to trace his path from physics at Harvard, poker pro, and 11 years at Bridgewater (including co-heading the trading desk during…
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Central Banks Disperse Happy Pills to the Markets
We knew there would be a bounce after last night’s news. When six separate central banks coordinate an effort to…
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A Slow Holiday Week?
The clichés you’ll hear a lot this week and come Christmas time goes something like this… the slow holiday trading,…
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Quit Looking for the “Golden” Relationship
We recently had a very confused client call us inquiring about Gold movements. He had read that a large gold…
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Enjoy the Turkey- Don’t Be One
Our newsletter for the week is up, and it’s obvious that we have one thing on the brain: Thanksgiving dinner.…
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Managed Futures AUM Spikes Despite Performance
It’s been a rough year for managed futures; that’s certainly hard to argue against, with the predominant up trend across…
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Aim for the Bottom, Race to the Top?
Ouch- rough day to be in a long-only commodities fund yesterday, wasn’t it? While commodities across the board were mostly…
