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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Talking Profit and Loss at Profit and Loss
RCM’s Jeff Malec was able to sit down on a panel at Profit & Loss magazine’s annual Forex Network conference…
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Asset Class Scoreboard: September 2019
Is anyone going to be able to stop U.S. Real Estate and US Stocks? Yeeeeshh, those two classes rebounded big…
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There’s Something Wrong with your Unicorn IPO
It’s like Lord Voldemort himself is running around the stock exchanges these days sucking Unicorn blood to stay alive. The…
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A thoughtful VIXperiment
We’ve all been rather trained to be very cautious around the VIX, you know – with infographics like this one…
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Hogs=one confused market
A few months back we were talking about the “Hogdiculous” market moves created by the African Swine Flu and sending…
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Crude Traders…. Remember the Middle East?
Like a Fresh Prince of Bel Air flashback from the early 1990s, middle east violence and geopolitical fears shot back…
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August Performance Snapshot
We field a bunch of calls at the start of each month asking how that hedge fund, this emerging manager,…
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We’re back baby
It’s hard to concentrate too hard in Chicago today, you know – with the Bears and Packers facing off for…
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Asset Class Scoreboard: August 2019
Look who’s up there enjoying the double party after a strong August. It’s Managed futures turning in the negatively correlated…
