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
June has so far taken a decidedly different direction than May. Whether you’re long or short, it’s no cakewalk out…
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The Euro Crisis: Austin Powers on a Steamroller
We’ve heard from some corners people calling last month’s selloff and the potential Greek exit from the Euro (or dissolution…
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Trading Bonds Against the Zero Bound
We were recently asked: how can CTAs that are long bonds hope to continue making money on the trade with…
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Market Dynamics and CTA Performance May 2012 Update
Trading in futures markets that are non-correlated can help reduce risk and volatility. Unfortunately, when the markets move up or…
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Damning Evidence in the MF Global Case
While we were busy writing our newsletter Monday and keeping tabs on whether the markets would keep May’s performance going,…
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Managed Futures Mutual Funds May Update
We’ve been following the new entrants into the managed futures mutual fund space this year, and our opinion of them…
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Chatting with Gary Fencik- Meeting of the Alternative Minds
While attending the CFA Conference in Chicago, we had the distinct pleasure of meeting with Gary Fencik, who is a…
