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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Corn Escaping the Risk On/Off Trade?
We keep a close eye on the risk on/off trade, as it plays a huge role in a manager’s ability…
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The Case for Continued Downward Trends
Despite the markets clawing higher this month, the majority of the short positions in our trend following models have not…
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Dear Mom…
A recent exchange someone in our office had with their mother revealed that she was counting on time to heal…
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Bonds Winding Up?
After climbing in May on the backs of the big risk market Euro fueled selloff, US 30 Year Bonds have…
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Has June Crossed the Line?
The June bounce is not the encore trend followers wanted after May’s sell-off. Since many trend followers exit positions when…
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Can’t Do That Here
Being NFA and CFTC registered, we are heavily regulated in terms of what we can say to the public. Specifically,…
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Weekend Reads
This week the weather sizzled while the markets fizzled, and it seems more and more likely that this summer will…
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The Touch… The Feel… of Limit Moves in Cotton
It’s been a bumpy month or two in the markets, with reversals reminiscent of last year’s wild ride, punctuating continued…
