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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Risk Parity + Trend Following = ?
Bridgewater & Associates is commonly known as the world’s largest hedge fund, with more than $140 Billion in assets under…
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Hedge Fund Fees: Should 1 or 30 be the new 2 & 20
For as long as anyone can remember, the classic hedge fund fee structure has been two and twenty. Or more…
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Should Jon Corzine be allowed in the financial industry?
Think not…? Then email [email protected] and let the SEC know. For those of you who don’t remember Jon Corzine, he’s…
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August shall now be called VIXust
What a way to get August going. First, we had this happening last Thursday = Since Trump announced his China…
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Basics for Building an Alternative Investments Portfolio
Just throwing something into a portfolio labeled an Alternative Investment is likely going to be a mess. But a lot…
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Asset Scoreboard: July
Not the greatest start to the third quarter of the year. After the returns in the second quarter of 2019,…
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900 year old Algorithms!
We’ve been talking a lot about algorithms of late, mostly as to how they are used and relate to so…
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The ‘right twice a day clock’ that is gold.
We have long been in the Warren Buffet camp in relation to Gold: “Gold gets dug out of the ground…

