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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Weekend Reads
Less than two weeks left before election 2014 kicks off, but in the meantime, you can dive into the latest…
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German Gold, the Fed, and the Island of Yap
A German court has demanded that the Bundesbank audit its gold reserves held in the Federal Reserve vault in New…
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Diminishing Market Diversification Resulting in Diminishing Returns?
In managed futures, people like to tout exposure to commodities. Now, at least one firm is betting that excluding all…
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Flight to Safety = Treasuries… and Natural Gas?
Last year we wondered if natural gas was becoming a “flight to quality” play; rising on days when traditional “risk”…
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Getting More Than You Bargained For
Whenever we try to explain our industry to the uninitiated, we usually get asked some variation of, “So if I…
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Afraid? You will be… you will be
Last week, amidst the internet-wide reminiscing about the October 1987 stock market crash, we joined in with our own take…
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Black Monday 1987 and the 100 foot tall man
Even though it is hard to look anywhere today without seeing a piece on the fateful crash of 25 years…
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Weekend Reads
This week played host to a couple of impressive plummets – Felix Baumgartner’s stratospheric skydive, and Google’s stock following an…
