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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Look out Below; Watch out Above?
We were just getting ready to comment on the increasingly down mood in many markets lately, but wouldn’t you know…
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Weekend Reads
The week’s highlights included news that Hostess is shutting down, the founder of McAffee antivirus software is wanted for murder…
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Creeping Towards Justice for Corzine?
As if the loss of customer funds wasn’t bad enough, we’ve had to spend the past year knowing that Jon…
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Beauty Before Brains in CTA Selection
We’re big fans of the short research pieces periodically released by dating website OK Cupid (in fact, it was the…
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Managed Futures and the Fiscal Cliff
The fiscal cliff has already started dominating the headlines even though the end of the year is still over six…
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Investment Research: The Importance of the Secret Sauce
Managers often like to keep their “tricks of the trade” a closely-guarded secret. It’s not difficult to understand why, especially…
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Calling All Introducing Brokers- Let’s Shake Up the NFA
It’s been a rough year for the futures industry. Between the MF Global bankruptcy and fraud at PFGBest, investors have…
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The Bitter Taste of the SoyAAPL Trade
No… SoyAAPL isn’t the newest Snapple flavor, it’s the combination of two of the worst-performing investments over the past few…
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Is Trend Following Dead: John W. Henry edition
We asked the question of whether trend following is dead in our newsletter this week, coming to the conclusion that…
