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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Coming down to the final hour- is your portfolio ready for a default?
With the Boehner plan having failed in the House of Representatives, and less than 3 days until the debt ceiling…
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ETFs v. Cash and Futures YTD
Here’s our monthly look at how the various Commodity ETFs are stacking up against the commodities they are supposed to…
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The Managed Futures Landscape
Although we’re a few weeks past the end of the 2nd quarter and midpoint of the year (and embroiled in…
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Bracing for the Default Storm
Remember that wake-up we talked about earlier this week that was coming? And how it started yesterday? Well, if we’re…
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Dighton Defends the Dollar
After what has been a bad July for Dighton Capital, and anyone else long the US Dollar, Dighton’s head trader,…
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What a Difference a Day Makes…
Quick update on the debt debacle – or as John Stewart calls it: Armadebton. Looks like the Hollywood-esque market pricing we referred…
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Guest Post: The 800-pound Hedge Fund Gorilla Might Have a Monkey on its Back
We’ve received permission to reprint the following Interesting piece out today on All About Alpha showing three separate research pieces…
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Enter the Matrix (AKA Debt Ceiling Delusions)
Most Matrix references revolve around the red/blue pill conundrum or Keanu Reeves annihilating cyborgs. Today’s debt crisis blog post, however,…
