Blog
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Single Stock Futures: Back to the Future (And This Time It Might Actually Stick)
Will we soon see a 3x leveraged NVIDIA ETF, a 5x SpaceX ETF? Built not on swaps or options, but on single stock futures? That may indeed be where we’re…
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Weekend Reads
The second quarter of 2012 is now behind us, making it a good time to reflect on the year so…
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Risk On (The Atomic Green Rally, Part II)
The last trading day of June has kicked off with a risk on rally that rivals the nuclear green day…
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Corn Escaping the Risk On/Off Trade?
We keep a close eye on the risk on/off trade, as it plays a huge role in a manager’s ability…
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The Case for Continued Downward Trends
Despite the markets clawing higher this month, the majority of the short positions in our trend following models have not…
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Dear Mom…
A recent exchange someone in our office had with their mother revealed that she was counting on time to heal…
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Bonds Winding Up?
After climbing in May on the backs of the big risk market Euro fueled selloff, US 30 Year Bonds have…
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Has June Crossed the Line?
The June bounce is not the encore trend followers wanted after May’s sell-off. Since many trend followers exit positions when…
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Can’t Do That Here
Being NFA and CFTC registered, we are heavily regulated in terms of what we can say to the public. Specifically,…
