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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Owning a Slice of PFGBest
The auction to unwind many of PFG’s assets got started today, and we couldn’t help but tune in to the…
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Risk On/Risk Off Market Snapshot- November 2012
When markets are highly correlated, it can be tough to stay diversified. If various markets are moving up or down…
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Long-only Commodity ETFs vs. Futures- November 2012
It’s time for our monthly look at how the long-only commodity ETFs are performing versus simply holding the December futures…
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Managed Futures end November Down -0.21%
Sad to say it was another lackluster month for managed futures, with the Newedge CTA Index reporting managed futures down…
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Playing Corn by Ear
Trend followers have been struggling lately, but there is one bright spot in the managed futures world: Ag traders. The…
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Weekend Reads
Another week ending higher, despite the best efforts of Congress and the 24-hour news channels to create a cloud of…
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Contrarian Currents for Trend Following?
A couple of weeks ago, we published a newsletter called “Is Trend Following Dead?” We don’t believe it is, but…
