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 did Ackman get so Married to this Valeant Trade
So how does a successful hedge fund manager like this can get so married to a trade? That’s the hallmark…
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Weekend Reads: The Best and Worst of April
Redefining Trend Following – (Top Traders Unplugged) One Time When Buying Low and Selling High Makes Sense – (Michael Melissinos Blog) The…
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Stocks aren’t Bad, they’re just not Good
The S&P 500 isn’t a bad investment, it’s just not a good one. It will test your nerve, and then…
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Managed Futures is in a Drawdown – Cue Wilson Phillips
we wanted to send out this cult classic to all those invested in managed futures who right now just need…
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Alternative Links: Get Out of the Stock Market
“The conference wants a specific recommendation from me. I guess ‘Get out of the stock market’ isn’t clear enough”
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Asset Class Scoreboard April Performance
Pop the champagne! For the first time in 2016, all 8 asset classes we track are positive on the year,…
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Weekend Reads: Unmasking ZeroHedge
Unmasking the Men Behind Zero Hedge, Wall Street’s Renegade Blog
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A Full Out Assault on 60/40
Are investors finally waking up to the fact that chasing recent returns isn’t the best strategy?
