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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OUCH! A massive Bond Reversal hits Trend
So anyone watching CNBC or picking up the WSJ has heard of Silicon Valley Bank by now. The failed startup…
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Mutual Fund performance: February
February gave back some of the optimism in January. The markets continued to pay attention to point/counter-point of economic data…
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Asset Class Scoreboard: February 2023
Most assets took a tumble in February, as the everything rally from January to start off the year took a…
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You still don’t have enough Trend Following or Foreign Equity exposure with Meb Faber
Grab your favorite trucker hat/baseball cap, and settle in for this episode where Jeff picks Meb Faber’s @MebFaber brain on…
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Meb Faber Asks: Why Aren’t More Investor’s Allocated to Trend Following?
Amidst all the new year wishes, new year resolutions, and just normal new year meaning new work – you may…
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Asset Class Scoreboard: January 2023
And we’re off to the races… January almost did a complete reversal from January 2022, with U.S. Real Estate taking…



