Blog
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Zigs, Zags, and Finding Micro Cap Winners with Ian Cassel
Ian Cassel, founder of MicroCapClub and author of Stock Picker, joins Jeff Malec to walk through the underfollowed world of micro cap stocks, tiny, illiquid public companies where most 10x…
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Mining the Data on Miners and Metals
Owning a piece of the Gold (or Silver, or Copper) that actually gets pulled out of the ground has been…
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Is Trend Following Back?
We feel like we spent the bulk of the first quarter writing about how managed futures was lusting after a…
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A Greener Futures Contract?
As the global warming debate continues to heat up, our European counterparts have instituted a carbon permit system, where carbon…
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UNG- The Cautionary Tale
Every month, we publish a table that compares popular long-only commodity fund performance with the results of purchasing a December…
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A Reversal in the Trend
We’ve never been timid with our criticism of hedge funds, which is why we’re so often frustrated by the association…
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If this is what advisers care about, why not managed futures?
A piece in the current issue of the Journal of Financial Planning entitled “Investigating Alternative Investments” does a great job…
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The (Mutual Fund) Empire Strikes Back
We’ve been longstanding critics of managed futures mutual funds, in no small part due to the mismatched regulatory structure –…
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A PSA for CTAs- Do it Right From Day One
We ran into a CTA recently who had a nice-looking track record, and we were excited about where the conversation…
