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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Institutional Investors Learn Commodity Index Shortcomings the Hard Way
We’re vocal critics of long-only commodity investment strategies. Now it appears that CalPERS is discovering firsthand why we prefer a…
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PFGBest Update: What’s the point?
The NFA seems to be expressing some confusion over whether or not the regulators are supposed to be on the…
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Asset Class Scoreboard – June 2012
We’ve been a little busy around the office, and for whatever reason, the DJCS index took forever to update, but…
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So, what do we do next?
There’s no way around it: the recent scandals at MFGlobal and PFGBest have rocked confidence in the futures industry. Some…
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Why the Futures Trade Matters
Grain prices are soaring as the heat and drought parches crops across the Midwest. To us, this serves as an…
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PFGBest Update: 7 Takeaways from the CCC Bankruptcy Breakdown
Our friend John Roe at the Commodity Customer Coalition (CCC) has a great piece out regarding the PFGBest bankruptcy and…
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PFGBest Update: A Lack of Understanding
The NFA recently announced that they had retained the law firm Jenner and Block to conduct a review of their…
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PFGBest Update: NFA on hook for $870k?
Now we know where at least some of the missing PFG money went – Russ Wasendorf, Sr. claims that used…
