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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Asset Class Scoreboard- May 2012
After a rough start to the year, May finally brought market conditions more favorable to managed futures. After a month…
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Weekend Reads
While the big market sell-off was not what some were looking for, it suited us (and managed futures) just fine.…
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Managed Futures end May up 2.93%
At last, our long wait for a trading environment kinder to managed futures has been rewarded. While the big May…
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The End of Commodity Financialisation? Think Again
As we watch the markets plummet today, we’re not too concerned (the benefit of being in an industry that can…
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Long-only Commodity ETFs vs. Futures- May 2012
Time for our monthly look at how the long only commodity ETFs are performing versus simply holding the December futures…
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Cotton (-20%), Crude Oil (-17.5%) worst performing commodities in May
Wow, that was an ugly month for most anyone not named the US Treasury Bond, Clarke Capital, or Walmart. We’re…
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Nobody ever went broke taking a profit?
All anyone can talk about today is the record low interest rates we’re seeing in the US and Germany. The…
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iGlobal Commodities Panel Disappoints
So far the iGlobal Alternative Investment Summit has been great, but the panelists for the talk on commodity exposure left…
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iGlobal Panels- Hedge Funds, Managed Futures, and Regulatory Reform
Panels have continued this afternoon at the iGlobal Alternative Investment Summit, with some great perspectives shared on hedge fund strategies,…
