Blog
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Asset Class Scoreboard: June 2026
June 2026 closed out the second quarter with a mixed picture across asset classes. Commodities fell -10.49% for the month, their second consecutive decline after May’s -7.53% drop. Despite giving…
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The Folly of Prediction (World Cup Style)
But analyzing the past performance of a soccer team and its players isn’t “inside information,” it’s past performance. And past…
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Asset Class Scoreboard – YTD
The old “Sell in May” theory juxtaposed against nearly every asset class seeing gains in May seems to be a…
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Managed Futures Asset Flows = Thanks Bridgewater
We were skeptically optimistic today when we looked at the asset flow report from Barclayhedge, which showed the best inflows…
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Get Ready to Be Long Crude Oil
While not exactly earth shattering news today, more than a few people are commenting on the $1.50 to $2.00 move…
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The Headlines of the Alternative Space
Performance: CTAs should not be written off – (COO Connect) Man Group’s M&A Strategy May Boost Scale, Diversification – (Reuters)…
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Natural Gas ETFs – Heads You Lose, Tails You Lose More:
We did our monthly look at how various commodity ETFs track the futures markets they’re designed to follow recently, and…
