Blog
-

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…
-
Piles of Money Now! (Or, Why We Hate the E-Trade Baby)
It’s become something of an annual tradition for us to shake our heads at E-Trade’s Super Bowl ads. Seeing NFA…
-
Fat Tails and Tall Heads
One of the bigger CTAs in the business – Transtrend – recently released their 2012 review newsletter, and included a…
-
Weekend Reads
The week finished up mostly as it started – with US equities marching slowly, relentlessly upward. The big story of…
-
Managed Futures Finish January Up 1.46%
Finally some good news: per the Newedge CTA Index, managed futures has kicked off 2013 with a good month. We…
-
Long-Only Commodity ETFs vs Futures- January 2013
January is finished, which means we have a new month of data in our regular series examining long-only commodity ETFs,…
-
PFGBest Update: The Berkeley Vindication
Following the PFG collapse last July, the NFA hired Berkeley Research Group (BRG) to analyze what had gone wrong. Last…
-
PFGBest Update: Justice Delivered
With all the heartache and headache that the PFGBest scandal has created, it can be easy to focus on the…
-
Futures Markets and the Futurization of Swaps
Part of the Dodd-Frank financial reform bill involved changing the rules on what derivative swaps can take place off-exchange. In…
-
Meanwhile, in Bonds…
Last December, we pointed out that Bridgewater’s Ray Dalio was growing bearish on bonds for 2013. We’ve been waiting for…
