Blog
-

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…
-
Risk On/Risk Off Market Snapshot- September 2012
When markets are highly correlated, it can be tough to stay diversified. If various markets are moving up or down…
-
Newsletter: Between Kat and Rollinger – Blending Managed Futures and Hedge Funds
Our newsletter this week is taking a closer look at a paper, penned by Sunrise’s Director of New Strategies Development…
-
Managed Futures end September down -0.89%
For the second month in a row, managed futures has struggled to find the right kind of trading environment. While…
-
Long-only Commodity ETFs vs. Futures- September 2012
It’s time for our monthly look at how the long-only commodity ETFs are performing versus simply holding the December futures…
-
Looking Inside the Cotton Peak
The spike in cotton prices during the beginning of 2011 was one for the record books. And now, thanks to…
-
Looking for the Top in Bonds, Part XIV
Lest the title gave you the wrong impression, no, we’re not about to call a top in the US bond…
-
Bucking Vacuum Mentality
Traditionally, when you read a story, the moral comes at the end – a sound bite takeaway that justifies the…
-
The Impending Pig Paucity
We’ve watched all summer as the drought has sent grain prices skyward, and even setting some new records for those…
