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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Asset Class Scoreboard: December 2019
And just like that….we’ve wrapped up another year and the final scores have been posted across the various asset classes.…
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Are Negative Interest Rates coming in 2020? Do we care?
Welcome to early 2020, where we have a whole year of TBDs and fill-in-the-blanks ahead of us. One of the…
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Asset Class Scoreboard – The Decade (2010-2019)
We’re closing out the decade with one final look back on some of the top performing markets, asset classes, and…
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Chocolate Season Has Arrived
It’s the season of everything chocolate-based, star-shaped, and festively decorated. Yes, we’re verbatim describing the counter that sits in the…
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2020 Outlook Linkfest
What do the likes of Blackrock, UBS, and Goldman Sachs have to say about where markets are headed in 2020.…
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November Manager Performance Snapshot
We field a bunch of calls at the start of each month asking how that hedge fund, this emerging manager,…
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Commodity Performance Over the Decade (2009-2019)
Just 22 days left in the decade, and we’re going to use a good portion of those to look back…
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Asset Class Scoreboard: November 2019
While it sure doesn’t seem like it given how high most asset classes have risen this year, a full 5…
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Johari Blind Spots & Behavioral Finance
“…the investor’s chief problem and his worst enemy is likely to be himself.” Benjamin Graham The Johari Window was designed…
