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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Gensler’s MF Global Getaway
As MF Global continues unwinding at the speed of bureaucracy, new pieces of information have been few and far between.…
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That’s not a Rally… THIS is a Rally
We were reminded of the old “That’s not a knife” line from Crocodile Dundee when taking a look at the…
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Managed Futures and the “Smirk” Curve
A new paper examining CTA returns has taken a closer look at the “smile curve” we first saw in AQR’s…
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Weekend Reads
Always sell in May and go away… except when the first two weeks of May produce more than a 5%…
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Gold Forming Classic “Frowny Face” Pattern
Not to heap any more on the unfortunate gold bugs – they’ve had it bad enough lately. We just wanted…
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Alternatives Demand Set to Soar?
A new survey predicts demand for retail alternative products will soar in the coming years. It’s good to see more…
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Trend Following: Not Just for Black Swans
The “Most Hated Bull Market” of all time is also proving to be one of the most resilient. But despite…
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Book Review: Fortune’s Formula
When a friend of ours headed to the World Series of Poker last summer mentioned basing his bet size on…
