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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Mutual Fund Performance: December 2022
The weather outside was frightful for some of the US markets in December. As risks of recession loomed, equities and…
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Asset Class Scoreboard: December 2022
Commodities for the Win! There it was. The final buzzer of the game as 2022 comes to an end. But…
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ChatGPT, What a crazy, modern world we live in
Ok, If you haven’t been watching Twitter go crazy over ChatGPT the past few days, you’re missing out. Here’s a…
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Asset Class Scoreboard: November 2022
Whoa. The international equity markets have finally shown up to the party, taking a giant leap in November for its…
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Here’s Why the FTX debacle wouldn’t happen in the Heavily Regulated Futures World
You know how the old saying goes…where there’s smoke, there’s fire: 1) Hey all: I have a few announcements to…
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Mutual Fund Performance: October 2022
October seems like a world away, given the events of this month. Nevertheless, funds generally performed well across the board.…
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What the hell is going on in logistics and is there any relief in sight? with Woodson Dunavant
This week on the Derivative we’re doing it a little differently sharing our platforms with RCM’s Agriculture podcast, The Hedged…

