Blog
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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…
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10 years ago – Remembering the best Managed Futures run we’ve seen
What a Difference a year 10 years makes. If you haven’t noticed from all the posts on your fintwit timeline,…


