While everyone is talking about the risks in China, with them ratcheting up stakes in the trade war with a Yuan devaluation, and threatening troops in Hong Kong to squash protests, many in the quant space are busy analyzing the Chinese markets for investment opportunities. Now, we’re not talking about picking the next Tencent IPO […]
Bridgewater & Associates is commonly known as the world’s largest hedge fund, with more than $140 Billion in assets under management and close to 1,500 employees. Its founder Ray Dalio is about as eccentric as you would expect from the founder of the world’s largest hedge fund – penning his own manifesto, and installing a […]
What a way to get August going. First, we had this happening last Thursday = Since Trump announced his China tariffs, the markets have plummeted https://t.co/uVHztmpL5o pic.twitter.com/OAkOPIpwD3 — David Nir (@DavidNir) August 1, 2019 That left us down about -1%. Then, there was a little more of the same on Friday, although nobody on Wall […]
Just throwing something into a portfolio labeled an Alternative Investment is likely going to be a mess. But a lot of times, that’s what happens. A client listens to the words Alternative Investments, but hears the words diversification and stabilization and all the rest. Before you know it, some random Alts strategy is in a […]
We love movies…so much so that we’ve been known to tweet out asking to bring back movie futures, compared the 60/40 portfolio to Top Gun, and put out the greatest infographic of all time aligning 20 investments with Star War characters. Movies have the innate ability of breaking down barriers and making almost any subject […]
Managed futures, commodity trading, forex trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. You should not rely on any of the information as a substitute for the exercise of your own skill and judgment in making such a decision on the appropriateness of such investments.
The entries on this blog are intended to further subscribers understanding, education, and – at times – enjoyment of the world of alternative investments. Unless distinctly noted otherwise, the data and graphs included herein are intended to be mere examples and exhibits of the topic discussed, are for educational and illustrative purposes only, and do not represent trading in actual accounts. Opinions expressed are that of the author.
The mention of specific asset class performance (i.e. +3.2%, -4.6%) is based on the noted source index (i.e. Newedge CTA Index, S&P 500 Index, etc.), and investors should take care to understand that any index performance is for the constituents of that index only, and does not represent the entire universe of possible investments within that asset class. And further, that there can be limitations and biases to indices such as survivorship, self reporting, and instant history.
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Managed Futures Disclaimer:
Past Performance is Not Necessarily Indicative of Future Results. The regulations of the CFTC require that prospective clients of a managed futures program (CTA) receive a disclosure document when they are solicited to enter into an agreement whereby the CTA will direct or guide the client’s commodity interest trading and that certain risk factors be highlighted. The disclosure document contains a complete description of the principal risk factors and each fee to be charged to your account by the CTA.