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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Of Corn and Silver: Evaluating Margin Raises
As corn surges higher and higher on the back of last week’s USDA report which showed low inventory levels, the…
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We estimate Managed Futures down -1.65% in March
We’re looking at managed futures having ended March down about -1.65%, using a combination of data from the Newedge CTA…
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Weekend Reads
As the week comes to a close, there’s a lot on which to reflect. Violence in Libya continues, with NATO…
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Are limit moves all that scary for managed futures programs?
The USDA Crop Report out today is causing spikes higher in the grain complex, with Corn limit up (+30¢) on…
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Follow Silver up, or Cocoa Down? Why not both…
We mentioned in our blog post here how Silver breaking out to new 2011 highs on may be the precursor…
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Silver Run Deja Vu
Interesting chart comparing the Silver run from March 25th, 2010 to March 25th 2011 (+119%) to the dot.com bubble era…
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Best Sign Yet We’re Entering Bubble Territory for Commodities…
I guess we shouldn’t be surprised… but it looks like we now we have financial engineering making its way into…
