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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Thoughts from Atlantic’s Andrew Taylor
In a world of cold metrics and glossy brochures, there’s something reassuring about hearing it from the horse’s mouth. There’s…
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Platinum Goes Cliff Diving
Yesterday the news broke that striking miners in South Africa would be returning to work. Supply concerns had been driving…
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PFGBest Update: What the U.S. Bank Suit Means
In one of the most recent developments in the PFGBest case, as customers await an initial distribution decision from the…
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Crude Projections
Violence is erupting all over the Middle East. The U.S. government said that it will not make a release from…
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The Future of Natural Gas
Natural gas has bounced back from the lows we witnessed earlier in the year, but it remains a shadow of…
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John Henry Looking for Moneyball
One of the most famous names to come out of the CTA space is probably John Henry – and mostly…
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Weekend Reads
The August doldrums are officially behind us. September has gone risk-on in spite of a somewhat disappointing NFP report at…
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Buy the Rumor, Buy the Fact?
The decision to move ahead with QE3 was no surprise to many, yet stocks still bounced higher on the news.…
