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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How Morningstar can Fix their Rankings
The entire premise of the Wall Street Journal Investigation is to say that Morningstar’s system is bad at predicting how…
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Stranger Things – The Upside Down of Netflix
While we wait with anticipation, we can’t help but notice the Upside Down thinking about investing in tech stocks these…
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Top 10 Managed Futures Programs of September
If you ignore risk metrics, RCM’s due diligence, and exclusively sort by returns only, these are the Top 10 Managed…
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Weekend Reads: Why is everyone so busy?
When people see their time in terms of money, they often grow stingy with the former to maximise the latter.
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The Crash of 1987 and the 300 Mile Tall Man
That 25 sigma event means the “odds” of a -20.5% drop in a single day happening were something on the…
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Outsource that SH*T
So go ahead and do what you will with Private Equity. But managed futures or global macro? Outsource that S^&$.…


