Blog
-

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.…
-
Newsletter: Managed Futures shine on Rolling 3yr ROR
This week’s newsletter is up: https://bit.ly/buDxLD We look at the various asset classes YTD, plus crunch data on rolling 3…
-
5 points to consider with Gold at New all time highs in (in USD)
A few interesting things to note about Gold’s climb above $1,283/oz today to a new all time high. 1) This…
-
How should Managed Futures do… if a) there is a Bond Bubble, and b) it bursts?
With US 30yr bonds down about 4.5%, US 10yrs down about -3%, and Euro Bunds down -2.8% since their end…
-
Oil Contango Continues To Hurt Index Funds; Helps Calendar Spread Traders
The contango conditions in Crude Oil futures that have been a real hindrance to commodity ETF’s (USO for example) continued…
-
CFTC finally wakes up on Forex Regulation
The CFTC finally made a common sense rule on Forex this past week – saying that if you are soliciting…
-
The Emerging Manager Conundrum:
Finding up and coming talent (investments) is a tough task in any asset class, and not unique to just emerging…
-
Nice chart/graph of US Debt
For those who haven’t heard yet, the United States has a LOT of debt – and it is growing. To…
-
Are commodities decoupling from stocks – Managed Futures hope so
With Wheat and Corn making new highs recently while stocks remain in a soft period, at best – it seems…
-
Any research projects for us to tackle?
The ‘idea quiver’ is running a little low looking at the possible newsletter topics going out a few weeks. We’ll…
