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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Weekend Reads: Horse-Racing Code
Bill Benter did the impossible: He wrote an algorithm that couldn’t lose at the track. Close to a billion dollars…
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Commodities Continue to Lead Asset Class Scoreboard
Don’t look now, but commodities continue to lead the asset class scoreboard in 2018, as rising crude prices and a…
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The Silver Lining in Rising Interest Rates
While a classic trend follower may look at the chart below and see a good trade, sophisticated investors understand that…
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Understanding Outliers
He should literally not exist in a world which is normally distributed, being that many standard deviations above the average.
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Top 10 Managed Futures Programs in March
If you ignore risk metrics, RCM’s due diligence, and exclusively sort by returns only, these are the Top 10 Managed…
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Three Alternative Funds Walk into a Bar
The concept here is easy to understand – that a cheaper price tag doesn’t mean you’re getting the cheaper price.…
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What funds remain Highly Ranked after February’s Stress Test?
Hindsight is 20/20 and performance is not necessarily indicative of future results, but one of the worst months in Managed…
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Alternative Links: Trade War To Affect Hogs and Soybean Farmers
On average, the farmers will probably see a loss of $4.34 per hog, based on futures prices as of April…
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Q1 Asset Class Scoreboard
The market went through a major move (in February) but the recovery wasn’t enough.
