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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Where’s the Wheat?
A drive across farming states of the US has a different look than it did maybe 20 years ago, but…
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Looking Backward, Thinking Forward
Here’s the Chicago Board of Trade’s trading floor sometime in the 1990s. Down there in that mass of humanity and…
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Asset Class Scoreboard: August
It’s good to be the US Stock market. You know, with those two trillion dollar companies and all, its as…
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Why there’s Trillions in Hedge Funds with Stocks at All Time Highs
Looks like CNBC wants you to know the S&P 500 just hit a new all time high. Time to break…
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Set Phasers to ‘Systematic’
We had always assumed William Shatner had made a killing being the spokesperson for Priceline (now known as Booking Holdings…
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The huge world of farm subsidies:
We talked a bit ago in our piece “Are Tariffs a Black Swan” about the effect tariffs have had on…
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Asset Class Scoreboard – July
Long Only Commodity Investments lost their spot at the top of the asset class scoreboard, losing -3.63% on the month,…
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Infographic: The Top 100 Managed Futures Programs
We show the top 100 unique Managed Futures programs by their average monthly assets under management from inception through the…
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Weekend Reads: Destroying Happiness
Because post-soccer sadness lingers for hours while after-match joy is fleeting, a loss actually ends up robbing fans of about…
