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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The Bitter Taste of the SoyAAPL Trade
No… SoyAAPL isn’t the newest Snapple flavor, it’s the combination of two of the worst-performing investments over the past few…
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Is Trend Following Dead: John W. Henry edition
We asked the question of whether trend following is dead in our newsletter this week, coming to the conclusion that…
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Weekend Reads
At long last, the marathon 2012 campaign has drawn to a close. Once again, Florida just couldn’t get their act…
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Investing in Facebook Likes?
In case you thought the joke of Facebook’s public offering couldn’t get any worse, we have some bad news (or…
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Managed Futures Mutual Funds October Update
With the books closed on October, it’s time to update our look at so-called managed futures mutual funds. Once again,…
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Obama On, Risk Off
Yesterday the board was green – leading many (including us) to speculate that the markets were in the midst of…
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Election Day Risk On Rally
Americans are lining up to cast their vote, but the market isn’t taking the day off. Today’s neon green rally…
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Asset Class Scoreboard October Update
The story of October was one of fall – nearly every asset class on the scoreboard ended the month lower.…
