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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Alternative Links: 8th Richest Man
After becoming the world’s eighth-richest man at his peak in early 2012, the Brazilian tycoon lost $35 billion in a…
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How Will Trump Affect the Global Macro / Managed Futures World?
Today, we published our 2017 Managed Futures/Global Macro Outlook, and there’s one rather ‘in the news’ figure we couldn’t help…
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Weekend Reads: Treasury Price Differences
For example, a number of hedge funds will seek to exploit differences in the price of cash Treasuries and equivalent…
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If Ed Thorp was a Legend, What’s that Make these guys?
Ed Thorp is a legend in the Hedge Fund / Managed Futures / Global Macro space, but it’s not every…
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Alternative Links: FXCM Banned
FXCM has been banned from operating in the U.S. after the Commodity Futures Trading Commission found the retail currency broker…
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The Pulse of the Managed Futures / Global Macro World
Despite no snow fall since Mid-December in Chicago, we witnessed a solid eight of nine days straight with the sun nowhere…
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Managed Futures 2016 Strategy Review — Short Term Systematic
By now, everyone has crunched the data for the 2016 returns of Managed Futures. Across the indices that track the…
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Weekend Reads: Under-Allocated to CTAs
I think people are under-allocated to CTAs. It’s a good way of getting the (risk mitigating) medicine to the patient . . . But…
