Blog
-
Asset Class Scoreboard: June 2024
In June 2024, most asset classes delivered positive returns, with U.S. stocks leading the pack: U.S. equities showed strong performance,…
-

Quantamental Commodity Trading 101: The What and How
Commodity trading in the futures markets has long been defined by one of two paths. 1. Discretionary Fundamental Trading 2.…
-

Global Macro vs Trend vs Quantitative: What’s the Difference?
We couldn’t stop thinking about our discussion with Joe Kelly on The Derivative Podcast in which we delineated between Global…
-

Asset Class Scoreboard: May 2024
In May, most asset classes rebounded after April’s pullback: U.S. stocks led the way, with the S&P 500 gaining an…
-

The Carry Trade
What do you think of when you hear the term “carry trade”? We start thinking of the infamous Mr. John…
-

Asset Class Scoreboard: April 2024
April represented a step back following March’s gains, aside from Managed Futures being the star of the show this month.…
-

Surviving Adversity, Building Resilience, and Evolving a Quantitative Investment Firm with Joe Kelly of Campbell
Joe Kelly, partner at Campbell, joins us this week for a new episode of The Derivative. Jeff starts talking skiing,…



