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…
-
Commodity ETF performance – May
We think Commodity ETFs are a poor choice for investors, but we may have to revisit our premise with commodity…
-
What does Chinese deal mean for Hog Prices?
Yesterday, the market woke up to the news that the world’s largest porker producer, Smithfield Foods (ticker SFD), is in…
-
Is the government helping speculators manipulate grain futures? No.
Is the government (and CME) helping speculators manipulate the grain market? No. The recent article in Salon is little more…
-
Waiting for the Bond Bear: Thirty-third Time’s the Charm?
We won’t even try to count the number of times we’ve started get excited about the prospect of a bear…
-
The Hedge Fund Mirage Strikes Again
There are certain ideas in finance that behave like bad sci-fi movie monsters. Whether they are born in a dark,…
-
Weekend Reads
The news has been all about the scandals in Washington this week, as if the normal level of blaming and…
-
Black Gold, Texas Tea, and Brent Bubbly?
The story of the last few years in oil has been the growing spread between WTI and Brent crude, and…
-
That’s Not a Sell-Off, THIS is a Sell-Off
Only a couple of days after we reposted a chart from Stocktwits comparing the Nikkei rally to the Dow’s climb…
