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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Innovation is Changing Hedge Funds
Many have questioned what the future holds for the hedge fund industry, given its history of innovation. What kind of…
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Alternative Links: What One Wants Out of Alternatives
While experts are hesitant to call out “good” and “bad” alternatives, the strong message is that alternatives are what you…
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Low Fees Doesn’t Trump Low Performance
But super low-cost stock index replication is not the same as replicating more complex hedge fund strategies, and a few…
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Are Tariffs a Black Swan?
Some markets like stocks and currencies are treating the tariffs as rather binary events to be immediately bought or sold…
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Is Oil Really Dead?
What happens when the electric cars take over?
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Midyear Asset Class Scoreboard
Long-only Commodities are the first class to hit double-digit returns in 2018, standing alone at the top of the asset…
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Alternative Links: All About That Oil
U.S. crude prices surged $2.45 a barrel on Tuesday after the State Department said it is telling companies that buy…


