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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A Greener Futures Contract?
As the global warming debate continues to heat up, our European counterparts have instituted a carbon permit system, where carbon…
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UNG- The Cautionary Tale
Every month, we publish a table that compares popular long-only commodity fund performance with the results of purchasing a December…
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A Reversal in the Trend
We’ve never been timid with our criticism of hedge funds, which is why we’re so often frustrated by the association…
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If this is what advisers care about, why not managed futures?
A piece in the current issue of the Journal of Financial Planning entitled “Investigating Alternative Investments” does a great job…
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The (Mutual Fund) Empire Strikes Back
We’ve been longstanding critics of managed futures mutual funds, in no small part due to the mismatched regulatory structure –…
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A PSA for CTAs- Do it Right From Day One
We ran into a CTA recently who had a nice-looking track record, and we were excited about where the conversation…
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An Open Letter to Congressional Speculation Ban Proponents
Joe Kennedy recently published an article calling for a ban on all oil speculation. Senators Sanders, Blumenthal, Cardin, Franken, Klobuchar,…
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How Low Can it Go?
Since the peak in mid-2008, natural gas has been playing an impressive game of limbo. Just when you thought it…
