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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The (Really Cheap) White Meat
While we were all preoccupied with the lack of movement in the equity markets, the hog market has dropped roughly…
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Weekend Reads: Families in Debt
The share of families in debt … remained almost unchanged between 1989 and 2007 and then increased 50% between 2007…
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25 Questions Every Investor Should Know About Protec Energy Partners
We are continuing our series of whitepapers sharing the details of some of the Q&A sessions performed as part of…
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So You Want To Get Into The Oil Business?
Planet Money made the brave and somewhat naïve decision to get into the oil business this summer.
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A Game of Chicken with No Volatility
There’s a lot of time and energy spent on market conditions when things are ominous and uncertain (Brexit), but what…
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Weekend Reads: The Best of FinTwitter
Twitter is full of traders, bankers, and analysts. While some post under their own names, some of the most influential…
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The Mind Games of 2016 Markets
The markets are beside themselves, and it seems that all the volatility has been sucked out of the markets.
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Alternatives Links: Swaps and Fees
The upshot is to identify whether your fund uses swaps and then to know that you’re likely going to pay…
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All True Diversifiers are Alternatives, but not All Alternatives are True Diversifiers
So what are the true diversifiers and what are alternatives in name only?
