Blog
-

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.…
-
Keeping the Yen in Perspective
This morning the financial world was briefly abuzz over a strange (mis)communication from the G7, which initially seemed bland, but…
-
Too Big to Succeed?
The financial crisis, and the idea of “too big to fail” prompted some to argue that any institution too big…
-
Weekend Reads
As we wrap up yet another week of US stocks crawling higher, our friends in the Northeast are battening down…
-
The Heat is On
Although it’s not discussed as often as gasoline, heating oil is found in quite a few multi-market portfolios we come…
-
This is Not the Bubble You’re Looking For
As long as we’ve been watching for a sustained downtrend in bonds, the current slide from mid-November’s peak has definitely…
-
PFGBest Update: What’s at Stake in the FX and Metals Case
One of the delays in former PFG customers getting more money back stems from having to wait for the Forex…
-
Risk On/Risk Off Market Snapshot: January 2013
Keeping tabs on market correlation is a fundamental part of risk management because understanding correlation is key to diversification. If…
