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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How should Managed Futures do… if a) there is a Bond Bubble, and b) it bursts?
With US 30yr bonds down about 4.5%, US 10yrs down about -3%, and Euro Bunds down -2.8% since their end…
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Oil Contango Continues To Hurt Index Funds; Helps Calendar Spread Traders
The contango conditions in Crude Oil futures that have been a real hindrance to commodity ETF’s (USO for example) continued…
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CFTC finally wakes up on Forex Regulation
The CFTC finally made a common sense rule on Forex this past week – saying that if you are soliciting…
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The Emerging Manager Conundrum:
Finding up and coming talent (investments) is a tough task in any asset class, and not unique to just emerging…
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Nice chart/graph of US Debt
For those who haven’t heard yet, the United States has a LOT of debt – and it is growing. To…
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Are commodities decoupling from stocks – Managed Futures hope so
With Wheat and Corn making new highs recently while stocks remain in a soft period, at best – it seems…
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Any research projects for us to tackle?
The ‘idea quiver’ is running a little low looking at the possible newsletter topics going out a few weeks. We’ll…
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Dating Sites & Managed Futures?
Don’t ask me how I came across this website, but for those who can’t get enough of analyzing the data,…
