Blog
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Trend Following in the Wild: Why Prestige TV has big gaps between seasons
You know the feeling. A show you love gets renewed. Great news. Then… nothing. Eighteen months of silence before Season 3 finally shows up. It’s easy to read that as…
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What does Chinese deal mean for Hog Prices?
Yesterday, the market woke up to the news that the world’s largest porker producer, Smithfield Foods (ticker SFD), is in…
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Is the government helping speculators manipulate grain futures? No.
Is the government (and CME) helping speculators manipulate the grain market? No. The recent article in Salon is little more…
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Waiting for the Bond Bear: Thirty-third Time’s the Charm?
We won’t even try to count the number of times we’ve started get excited about the prospect of a bear…
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The Hedge Fund Mirage Strikes Again
There are certain ideas in finance that behave like bad sci-fi movie monsters. Whether they are born in a dark,…
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Weekend Reads
The news has been all about the scandals in Washington this week, as if the normal level of blaming and…
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Black Gold, Texas Tea, and Brent Bubbly?
The story of the last few years in oil has been the growing spread between WTI and Brent crude, and…
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That’s Not a Sell-Off, THIS is a Sell-Off
Only a couple of days after we reposted a chart from Stocktwits comparing the Nikkei rally to the Dow’s climb…
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Gensler’s MF Global Getaway
As MF Global continues unwinding at the speed of bureaucracy, new pieces of information have been few and far between.…
