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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Sweet Home Chicago #1
It’s been a while since Chicago has been able to brag about first place. So when a recent study broke…
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PFGBest Update: Death and Taxes
Look, we get it. Everyone wants a piece of Wasendorf. But with the state going after him for back taxes,…
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Weekend Reads
The new year is upon us, and with the fiscal cliff behind us, we can finally… start counting down to…
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A Lucky 2013 for Bond Bears?
Watching for signs that the 30+ year bond bull is coming to an end is something of a pastime here…
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Commodity ETFs Suck – 2012 Edition
Another year has come and gone, which means another year’s worth of data comparing three long-only commodity ETFs (USO, UNG,…
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The Fiscal Swerve?
While the economic damage from going over the fiscal cliff would have been spread out over the next year, the…
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Grains, Nikkei, Lumber top 2013 markets
While people were enamored with Jeff Gundlach’s great call on short Apple/long natural gas, the real trade of the year…
