Blog
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Too Basic to Notice, Too Big to Ignore: Tom Ferguson on the VC Opportunity in Water Tech
This week on The Derivative, Jeff Malec sits down with Burnt Island Ventures founder Tom Ferguson to explore why water might be the most underappreciated investment theme on the planet.…
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Managed Futures/Trading Systems Week in Review
We took the liberty of extending the Thanksgiving holiday through yesterday for our research team, resulting in no Monday newsletter…
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US Dollar/Commodity Divergence
Interesting to see the US Dollar up about 0.75% today, and commodities NOT following that move with a huge sell…
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Don’t be a Turkey, protect option selling gains
We love it when Thanksgiving comes around, because we get to post one of our favorite charts of all time:…
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Newsletter: Comparing Managed Futures/CTA Indices
We expanded what was to be a blog post on how the BarclayHedge CTA Index was only up 4% through…
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CTAs Keeping a Close Eye on Margin Requirements
Could part of the recent sell off (excluding yesterday) in commodity markets be related to increases in margin requirements? We…
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Newsletter: Analyzing the Strategic ES/SP Trading System Drawdown
Our weekly newsletter is up at https://bit.ly/cARoV4 We cover the recent new max drawdown in the Strategic ES/SP trading system,…
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Managed Futures amongst top asset classes YTD 2010
With the Dow Jones Credit Suisse Hedge Index October numbers being officially posted today, we’re able to update our YTD…
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Newsletter: Managed Futures Strtagey Focus – Spread Trading
Our Monday night newsletter is up at: https://bit.ly/9A9a8w This week we look into a subset of managed futures managers who…
