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.…
-
Weekend Reads
It’s been a week full of surprises. We saw over 400 million bushels of corn magically appear overnight. We saw…
-
We estimate managed futures down -2.28% in June
Based on preliminary data from the Newedge CTA Index, Credit Suisse Dow Jones Core Managed Futures Index, and the performance…
-
How do you lose 11% of your corn stocks?
Corn just got cheap. Well, at least relatively speaking. After months of prices edging higher on increasingly dismal stock and…
-
Contango, Backwardation and Relative Value in Brent and WTI Crude Oil
After hearing a manager last week talk about their trade of shorting the negative roll yield WTI Crude futures (West…
-
Managed Futures Spotlight: Quantum Leap Capital
This week’s managed futures spotlight belongs to none other than Quantum Leap Capital. It is not often you meet a CTA…
-
Weekend Reads
This week was tumultuous, to say the least. Greece teetered further toward the edge while stocks took a nosedive, only…
-
MFA Conference Reflections
Another MFA conference has come and gone, and we can’t help but feel as though this time around was decidedly…
-
MFA Update: Meetings with Campbell & Company and EMC
We were pleased to wrap up the MFA conference with two meetings with some great CTAs. Last night, Jeff Eizenberg…
