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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Is $100 Crude Oil Good for Managed Futures?
Historically, a rapid increase in oil prices is a leading indicator of a pending world crisis. From the oil embargo…
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Managed Futures Week in Review for the week of February 14th
In lieu of our newsletter which did not run yesterday due to President’s day we are posting our normal week…
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Weekend Reads…..
With the exception of cotton it was another slow week of trading in the markets…but don’t worry we still found…
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2011 Asset Class Scorecard – Round 1
The data has been compiled (finally!) and it is time to see how the various asset classes stack up performance…
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Newsletter: Why your diversification strategy probably won’t work
Heavyweight Welton Investment Corp. (1/2 a billion under mgmt., 13% comp. ROR, -12% Max DD) was nice enough to let…
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Weekend Reads…
Tough to find too much worth reading this week… is that a sign the complacency is back in the market…
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Softs say..what about me?
After highlighting the grain markets posting fresh 2.5 year highs yesterday (and then seeing them promptly sell off), the Softs…
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Corn, Wheat, Soybeans at fresh 1 to 2.5 year highs benefiting Managed Futures
We mentioned in our 2011 Managed Futures Outlook how it may be tough for managed futures to see gains this…
