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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Why are you Disappointed with your Alternative Investments?
This week our newsletter dives into a recent research piece from Welton Investment Corporation on the role of alternative investments…
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Will December 2012 be August 2011’s Encore?
Last August, political brinkmanship in Congress over the debt ceiling generated a great deal of uncertainty in the markets. This…
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Trading Cocoa is Easy? Yeah, Right…
Whenever someone says that futures trading is easy, we just shake our heads. Not only are they wrong, but such…
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Weekend Reads
Wondering if you should sell in May and go away, who to vote for, and what kind of food is…
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Can’t Do That Here…
Being NFA and CFTC registered, we are heavily regulated in terms of what we can say to the public, but…
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Extraterrestrial Returns?
A collection of billionaires and space enthusiasts have announced plans to mine asteroids for precious metals. We love sci-fi (and…
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Mining the Data on Miners and Metals
Owning a piece of the Gold (or Silver, or Copper) that actually gets pulled out of the ground has been…
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Is Trend Following Back?
We feel like we spent the bulk of the first quarter writing about how managed futures was lusting after a…
