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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Don’t throw out Managed Futures with the Risk Premia bathwater
We half-jokingly asked in our Managed Futures/Global Macro 2019 Outlook, “Is this asset class working for you?” following a year…
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The return of the AG
We’ve talked recently about African Swine Flu sending the Hog market for a ride, and that’s just the sort of…
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Winter (aka Vanguard) is Coming for Managed Futures?
No, we didn’t miss this headline. And we haven’t just been hiding our heads under a rock pretending to not…
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A Hogdiculous Move
Tom’s been telling anybody who would listen about Chinese hog farmers being hit with one of the worst outbreaks of…
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Q1 Asset Class Scoreboard
Bounce. Bounce. 2019 continued to be the year of the bounce – with everyone now in on the act once…
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Hailing a ride on the Uber IPO? View this first.
We first updated our infographic when LYFT went public on March 29th. It’s down 40%+ since then. But what do…
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Semi-Annual Managed Futures Rankings (Updated March 2019)
Now that the 1st two rounds of March Madness are out of the way, we’re ready to share our Semi-Annual…
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March Madness Shows Just How Little We Understand Probabilities
March madness is baaaaacccckkk. And so is FiveThiryEight and others like them running boatloads of statistical analysis to arrive at…

