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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There’s Something Wrong with your Unicorn IPO
It’s like Lord Voldemort himself is running around the stock exchanges these days sucking Unicorn blood to stay alive. The…
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A thoughtful VIXperiment
We’ve all been rather trained to be very cautious around the VIX, you know – with infographics like this one…
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Hogs=one confused market
A few months back we were talking about the “Hogdiculous” market moves created by the African Swine Flu and sending…
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Crude Traders…. Remember the Middle East?
Like a Fresh Prince of Bel Air flashback from the early 1990s, middle east violence and geopolitical fears shot back…
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August Performance Snapshot
We field a bunch of calls at the start of each month asking how that hedge fund, this emerging manager,…
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We’re back baby
It’s hard to concentrate too hard in Chicago today, you know – with the Bears and Packers facing off for…
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Asset Class Scoreboard: August 2019
Look who’s up there enjoying the double party after a strong August. It’s Managed futures turning in the negatively correlated…
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Book Review – Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts
Man, were we excited to pick up Annie Duke’s book on game theory and how she approaches life (and poker)…
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A different angle to the China story
While everyone is talking about the risks in China, with them ratcheting up stakes in the trade war with a…
