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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Can Two Negatively Correlated Investments Both be Positive YTD?
What… How can two negatively correlated investments both by in positive territory for the year?
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Weekend Reads: Return For Volatility
Consider the days of bonds having high returns and low volatility are a thing of the past – with the…
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We’ve all got a Bonds Problem
There’s no doubt you have to take on more risk to get the same return as two decades ago, but…
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Weekend Reads: Olympic Mania
15 Olympic Words You Need to Survive Rio. Velodrome—A great-sounding word, and the name of the arena where track cycling…
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Infographic: The (Investors) Road to Rio
We thought what better way to celebrate the world’s greatest athletes than thinking what asset classes best represent each sport.
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Problematic Commodity Exposure In One Chart
This month is a great example of why long only commodity exposure can be a bit problematic (think taking the…
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We are not in a New Normal but only back to The Normal
Nearly every instance of moderate economic weakness since the financial crisis has been met with acceleration of unorthodox monetary policies…
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Weekend Reads: Model City for Resettling Syrian Refugees
How an Ohio Town Became a Model City for Resettling Syrian Refugees
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Why Palladium is Smoking your Brexit Gold Investment
A Little known commodity that rarely draws attention is outperforming its metal peers since the Brexit
