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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PFGBest Update: Accounting Complications
As the PFGBest bankruptcy has worn on, it has become clear that the fraud that took place was likely not…
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Winton Makes a Play for China?
Managed futures are used the world over by sophisticated investors, but one rapid growth space where they’ve yet to gain…
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Same Shirt, Different Color: Traditional 401(k) “Diversification”
As we perused the news this morning, a headline jumped out at us: How to Get Better Returns From Your…
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Newsletter: From the Horse’s Mouth
This week, we’re doing something a little bit different. Instead of writing from a singular perspective, we’re highlighting our differences,…
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Gold vs. Stocks: Battle Royale
A recent piece comparing stocks to gold during the recovery caught our eye. Its argument is pretty simple: even with…
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Germany stumbling?
In the midst of the Eurocrisis, Germany has been the beacon of hope. Long the strongest economy in the eye…
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Weekend Reads
Last week we declared the August doldrums officially behind us, but it appears that we may have spoken too soon.…
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Math on the Pedestal
It’s hard to be in finance and not be number nerds. But at the end of the day, is math…
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Timing Failures
The old adage “sell in May and go away” was looking very good for stocks this year after markets took…
