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.…
-

Asset Class Scoreboard: November 2019
While it sure doesn’t seem like it given how high most asset classes have risen this year, a full 5…
-

Johari Blind Spots & Behavioral Finance
“…the investor’s chief problem and his worst enemy is likely to be himself.” Benjamin Graham The Johari Window was designed…
-

Is Dalio mad, broken, or right?
In case you missed it, everyone’s favorite Billionaire hedge fund manager, Ray Dalio (please note the heavy sarcasm – with…
-

October Performance Snapshot
We field a bunch of calls at the start of each month asking how that hedge fund, this emerging manager,…
-

Data costs are huge, and there’s nothing anybody can do about it…
We’ve talked at length about the move to algorithmic trading, the quant revolution and the billions of dollars that investors…
-

Asset Class Scoreboard: October 2019
Last year at this time we were labeling the asset class scoreboard Red October due to dismal returns by nearly…
-

SEMI-ANNUAL MANAGED FUTURES RANKINGS (UPDATED OCTOBER 2019)
Semi-Annual Managed Futures Outlook in 60 seconds: Our outlook ranks the top funds across 8 different categories, because no…
-

What is seen more often – All-time Highs or Drawdowns?
CNBC and the financial press LOVE all time highs. What else would you put on the front page on a…

