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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Be Cautious Counting on Correlations
Great site pointed out by @reformedbroker over the weekend… looking at ‘spurious correlations’… Here’s a few of our favorites:
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Humpday Links: Alternative Domination
Humpday Links: Alternative Domination. We’ve noticed an increase of articles about alternative investments, especially a focus on what makes an…
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How’s Your Commodity Exposure Performing?
Here’s our monthly look at the various commodity ETFs and how they track a simple strategy of buying December futures…
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The Russell 2000: The Chicken or the Egg?
All eyes in our office tomorrow will be looking at Russell 2000 futures tomorrow after shooting right up to down…
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6 Unscientific Ways to Tell the Market is at the Top
It’s safe to say that many investors have lost money trying to predict the turn of a market, or vice…
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Weekend Reads
Here are articles we found interesting this week.
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About those Higher Interest Rates (Lower Bond Prices)
Nobody remembered to tell the bond market what it was supposed to do this year; and before you knew what…
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Asset Class Scoreboard
Here’s what the 8 asset classes we track look like for the month of April and its YTD performance.
