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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Alternative Links: Bridgewater
My plan was to step out as CEO while helping my replacements as a mentor, remain in my investment role,…
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Managed Futures is not High Frequency Trading
HFT and systematic trend-following CTAs both use computer algorithms, but that’s where the similarities end.
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Weekend Reads: Dubai Blockchain Currency
The new “encrypted digital currency,” called emCash, will be based on the latest blockchain technology, Dubai’s economy department says in…
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Are we Thinking about Correlation Wrong?
These guys are smart, and there’s a lot to unpack in both of these articles (article 1 & article 2)…
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Managed Futures Correlation
The reality is that non-correlations really just means sometimes positively correlated, sometimes negatively correlated. Here’s an explanation and graphic from…
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Asset Class Scoreboard
The contrarians would say this is JUST about the time we need to be worrying about a black swan. A…
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Riding the Wave of Managed Futures
The AIMA says investors are now more aware of this and want to know not just that it can offset…
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Alternative Links: Impact of Managed Futures
Therefore, when it comes to deciding which, if any, CTA to add to a portfolio, there is no single question…

