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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The Folly of Prediction (World Cup Style)
But analyzing the past performance of a soccer team and its players isn’t “inside information,” it’s past performance. And past…
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Asset Class Scoreboard – YTD
The old “Sell in May” theory juxtaposed against nearly every asset class seeing gains in May seems to be a…
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Managed Futures Asset Flows = Thanks Bridgewater
We were skeptically optimistic today when we looked at the asset flow report from Barclayhedge, which showed the best inflows…
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Get Ready to Be Long Crude Oil
While not exactly earth shattering news today, more than a few people are commenting on the $1.50 to $2.00 move…
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The Headlines of the Alternative Space
Performance: CTAs should not be written off – (COO Connect) Man Group’s M&A Strategy May Boost Scale, Diversification – (Reuters)…
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Natural Gas ETFs – Heads You Lose, Tails You Lose More:
We did our monthly look at how various commodity ETFs track the futures markets they’re designed to follow recently, and…
