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…
-
Newsletter: Trend Following, Style Drift, and Portfolio Hedging – from Quest Partners
We think the team over at Quest Partners includes some of the smartest in the business, and we’ve posted their…
-
Is the Yen Carry Trade Back?
The Yen has continued to plunge downward, and we’re hearing more and more about the Yen Carry Trade being back.…
-
Funny Enough, We HAVE Heard of the CME…
This week’s Economist has a rarity: an article taking a look at the CME with the tagline “the biggest financial…
-
Risk On/Risk Off Market Snapshot: April 2013
After 3 consecutive months of zero “risk on” or “risk off” days (per our definition), April finally added some to…
-
Wheat Tour 2013
No, it’s not the most boring concert event of the summer – this year the CME decided to do some…
-
Asset Class Standings After New Stock Highs
With the S&P 500 breaking 1,600 for the first time ever last week and finally getting above those pesky 2007…
-
Weekend Reads
Thanks to a big surge in the last two days of the week, the US Stock market posted a fresh…
-
Asset Class Scoreboard: April 2013
The numbers for April were good for managed futures… and for every other asset class we track that isn’t named…
-
Long-Only Commodity ETFs vs Futures- April 2013
We’ve made no secret that we think Commodity ETFs are a poor choice for investors, and the underperformance of those…
