Blog
-

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.…
-
Contrarian Currents for Trend Following?
A couple of weeks ago, we published a newsletter called “Is Trend Following Dead?” We don’t believe it is, but…
-
The Oil/Nat Gas Slide Continues
We’ve been wondering lately whether natural gas futures were set to reclaim the title of “Widowmaker,” but in the meantime,…
-
The Powerball at the End of the Long Gamma Rainbow
Tomorrow night we may see the largest Powerball jackpot in history, and the 2nd largest US lottery payout ever. But…
-
Managed Futures Mutual Funds Exposed… Again?
For most of this year we’ve been keeping tabs on the world of managed futures mutual funds. If you’ve seen…
-
Happy Thanksgiving!
We’re out of the office tomorrow, planning on enjoying some Thanksgiving turkey (and way too much pie). For Thanksgiving trading…
