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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10 years ago – Remembering the best Managed Futures run we’ve seen
What a Difference a year 10 years makes. If you haven’t noticed from all the posts on your fintwit timeline,…
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Hurricanes and Markets
With Hurricane Florence barrling down on the Carolinas as we type this… we rounded up all our past musings on…
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Where’s the Wheat?
A drive across farming states of the US has a different look than it did maybe 20 years ago, but…
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Looking Backward, Thinking Forward
Here’s the Chicago Board of Trade’s trading floor sometime in the 1990s. Down there in that mass of humanity and…
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Asset Class Scoreboard: August
It’s good to be the US Stock market. You know, with those two trillion dollar companies and all, its as…
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Why there’s Trillions in Hedge Funds with Stocks at All Time Highs
Looks like CNBC wants you to know the S&P 500 just hit a new all time high. Time to break…
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Set Phasers to ‘Systematic’
We had always assumed William Shatner had made a killing being the spokesperson for Priceline (now known as Booking Holdings…
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The huge world of farm subsidies:
We talked a bit ago in our piece “Are Tariffs a Black Swan” about the effect tariffs have had on…
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Asset Class Scoreboard – July
Long Only Commodity Investments lost their spot at the top of the asset class scoreboard, losing -3.63% on the month,…
