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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Will Trend Followers Love the Bond Bear?
The prospect of a bear market in bonds has been a regular source of excitement for us, and no one…
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Bye Bye Gold?
Gold has been on the decline over the last few months, and the SPDR Gold Shares (GLD) ETF has been…
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Weekend Reads
It was a week that started and ended with something unexpected, but as far as the markets were concerned, it…
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Ignoring the Biggest CTA Trade in Years
Several news organizations couldn’t help but fall all over themselves this week talking about how George Soros made a billion…
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Winton Capital – Shrinking Risk, Shrinking AUM
We’ve pointed out from time to time that when a CTA grows bigger, its monthly gains and losses often grow…
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Corn Goes Streaking
After posting 8 consecutive days trending upward last month, corn futures are on track to post a 10th consecutive day…
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A Tectonic Shift in the Making: ICE vs CME
The CME has been the primary exchange for a variety of futures contracts – including energies. But recent market shifts…
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Keeping the Yen in Perspective
This morning the financial world was briefly abuzz over a strange (mis)communication from the G7, which initially seemed bland, but…
