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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What would you put in a 100-year Portfolio?
A simple question, really. But not one we read much about in today’s world of instant gratification and investments jettisoned…
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Asset Class Scoreboard: January 2020
“And down goes commodities….early in the first round….” That’s no way to start a 12 round bout, but commodities go…
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Move over Bitcoin – $TSLA is here
Maybe you’re one of those passive investors who doesn’t follow individual names… Maybe you’ve been stuck on an island talking…
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Light Up: Cannabis Futures are Here!
Cannabis has been a hot topic in Chicago recently, with the new decade marking the first-time cannabis can be legally…
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Why Politics and Systematic Trading Don’t Mix
In an outtake from our Managed Futures Outlook 2020 – we can’t ignore the effect that politics have had on…
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December Performance Snapshot
We field a bunch of calls at the start of each month asking how that hedge fund, this emerging manager,…



