Blog
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Why Oil Didn’t Go to $300, plus Chinese gold bugs, Copper Squeezes & Uranium Alpha with Josh Blanchfield (Avos Capital)
Jeff Malec sits down with Josh Blanchfield of Avos to trace his path from physics at Harvard, poker pro, and 11 years at Bridgewater (including co-heading the trading desk during…
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Weekend Reads
This week was certainly not short on crazy. Portugal is running into the arms of the EU, Canada just passed…
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Point/Counterpoint on the Rydex/Wisdom Tree Managed Futures Funds
It seems our recent newsletter covering Wisdom Tree’s Managed Futures ETF (WDTI) and Rydex’s Managed Futures Fund (RYMFX) has caused…
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And the Winner is…. Silver
In a tight race with Crude Oil…. Silver is the winner in the “which commodity will go back to new…
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Expected v. Realized Returns in Managed Futures
Our weekly newsletter is up here, analyzing how expectations impact the investing experience and decission making paradigm. Confused? Think about…
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$4 Billion more into the pot…
Seems ‘Joe Public’ continues to plow money into long only commodity ETFs and Funds (see Reuters article here) despite the…
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Weekend Reads
It’s been a week of uncertainty, with massive drops in the Nikkei followed by small gains and a whole lot…
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Managed Futures Second Fiddle as Billionaires
DealBreaker.com recently parsed the Forbes Billionaires list to find which of those on it are in alternative investments, finding an…
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Asset Class Scorecard Through Feb 2011
With Dow Jones Credit Suisse posting their hedge fund and managed futures indices this week, we’re able to update our…
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A different kind of March Madness…
After a volatile few days of trading, with commodities selling off sharply (before rallying back today), stock markets going negative…
