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
Facebook’s IPO faces off with the “HFT Tractor Beam,” we try to survive NATO, and US 10-year notes set a…
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Meanwhile… Wheat?
With stocks tanking and Facebook breaking the Nasdaq, we’ve been watching another market over the last few days… plain, boring…
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Here’s hoping the markets “Go to Zero”
One of odd things about being in an investment which can do well when markets are down is that you…
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Spain’s “Running of the Bear”
Spain’s market has set a new 9-year low, and we can’t help but wonder what this could mean for the…
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Managed Futures Drawdowns- Been There, Done That
Drawdowns are part of investing, as are letters from managers reassuring investors to stick through the rough patch. Covenant Capital…
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Your Friendly Gold Public Service Announcement
Is gold a safe haven during times of uncertainty? We compared the recent decline in gold prices to the drop…
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FX Futures: 40 Years Later
Today marks the 40th anniversary of the launch of FX futures by the CME – a perfect opportunity to reflect…
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Batter Up: Managed Futures and the Coming Crisis
This week our newsletter looks at some of the looming “what-ifs” on the horizon – the Euro’s troubles, the US…
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Mutual Fund Death Spiral Continues?
When Pimco launched an ETF to track its famous Total Return mutual fund, one of our favorite bloggers declared it…
