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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Hog Heaven
Like clockwork, whenever major media outlets catch on to a major commodity trend, the move is by far overextended, and…
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You Think Gold’s been doing Bad, Check out Gold Miners…
What’s the only thing worse than being long gold as it plunged 12% since June 1st? Being long a gold…
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It’s Getting Volatile in Here…
Dull is the last word to use to describe recent events. Vix is at its highest point this year, and…
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Restoring Confidence, one (CFTC) Lawsuit at a Time
Almost two years after the initial investigation into MF Global misappropriating $1 Billion of customer money, the CTFC is announcing…
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Stock’s Safety Net Disappearing?
Don’t look now, bond investors, but there may be a bit of a sea change happening in how bonds react…
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Forex is Rigged – Institutional Style
We’ve long held that individuals wanting to put money into forex is akin to put your brain on drugs. The…
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Droughts, Crop Yields, and all that Ag Market Stuff…
First farmers had a horrible planting season because of the 2012 drought, and now they’ve had to delay planting because…
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Weekend Reads
it hasn’t been the brightest days for stock, commodities, or just about anything else. The Dow Jones had its worse…
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Random Thoughts on a Gold Down -$100 Day
Stocks down AND Bonds down (sign of things to come in a rising rate environment?) Gold down -$100(-6.83%). , broke…
