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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Crude has dropped 25%, is it in a Down Trend?
It’s been no secret that Alternative investments haven’t provided on their promise of diversification during the recent sell off in…
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Natural Gas back to Widowmaking?
While natural gas over much of past 4 years has been about as fun as watching paint dry – staying…
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Asset Class scoreboard: Red October
Even if one of our favorite books/movies is the Hunt for Red October – it was a little disconcerting to…
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AMAZONIAN sized risk
We can’t help but stare at the Amazon ($AMZN) charts this month in amazement. An investment down -25% over the…
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Where’s the Non-Correlation?
Those in the alternative investment space have long trumpeted the power of alternative investments (and particularly managed futures) to perform…
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They’re baaacckkk – VIX pops 8mos after Feb 5th
ok Maybe it was the Cat 4 hurricane barreling down on the Florida panhandle which had everyone’s attention, but yesterday’s…
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Real Estate as a Portfolio Diversifier?
It seems like we’re working our way through the Ritholtz Wealth team’s posts recently, spending a bit of time on…
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Hedge Fund Investors Great Reset
We talked a few weeks ago about ‘Why There’s Trillions in Hedge Funds with Stocks at All Time Highs’, and…

