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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An October to Forget
As we compiled our newsletter for this week, we looked back over the month of October with a wistful sense…
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The Race to a Top in Gold
Gold has certainly been an interesting market to watch this year. If you follow the blog regularly, you know we’ve…
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Continued Complications in the MF Global Mess
Many were hoping that the weekend would bring some clarity to the MF Global situation. Unfortunately, things are, if at…
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Weekend Reads
This week has been chaotic, to say the least. MF Global’s bankruptcy, the subsequent discovery of $633 million missing from…
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The Collapse of the Brent/WTI Trade?
It was all the way back in June when we first touched on the unique opportunity being presented in the…
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Position Limits Rule Hits the Federal Register
In the wake of the CFTC passing position limit regulation mid-October, we put up a post contending that, if application…
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October rally unkind to Managed Futures
What looked like it was going to be a great month for managed futures after the first couple days of…
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Meanwhile…
While everyone we know has been caught up in the MF Global news… it looks like the Bank of Japan…
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A Spooked Market
How appropriate that, on Halloween, we have more tricks that treats coming our way. The blood red screen has most…
