Category: Alternative Investments

13 Jun 2019

Remember Bitcoin?

We’ll forgive you if you’ve deleted those files from your brain, but Bitcoin is slowly creeping back into the collective investing consciousness of late. Why? Well, more than doubling from $3,500 to $7,000 in starts to put you back in the conversation. 2019 Returns… Bitcoin $BTC: +111% REITs $VNQ: +20% Nasdaq 100 $QQQ: +18% Oil […]

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03 Jun 2019

Asset Class Scoreboard: May

And there we have it folks, the reversal we’ve all been waiting for. After 4 straight months of positive returns, every class aside from Bonds and Cash took some big hits. Managed futures came in in the middle of the pack seeing a -2.33% and Commodities are down almost 9% (no surprise there since we’ve […]

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21 May 2019

The Chinese trade war is affecting American soybeans

Sure is tough to be an American farmer these days, with headlines like this popping up around President Trump’s ongoing trade war with the Chinese: Nowhere is this pain being felt more than in the Soybean market, which is the second largest financially important crop in the U.S., with $41 Billion with soybeans grown in […]

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16 May 2019

Meb Faber’s Killer Podcast List

We list Meb Faber and his blog at www.mebfaber.com amongst our ‘required reading’ list of books and blogs, and had the opportunity to sit with him and a few members of his unofficial fan club in Chicago last week during the Morningstar Investment Conference. The unofficial Chicago @MebFaber fan club – vol, asset allocation, dividends […]

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01 May 2019

Opening the door to China Trading

If you’re anything like us,  posts like this explaining just how different China is than things here in the U.S. never cease to amaze: This is the Shanghai-Beijing train going at 350 km/h As @yfreemark said: “The distance between NYC and Chicago is almost exactly that between Beijing and Shanghai. NYC-CHI is served by 1 […]

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01 Apr 2019
Markets, RCM Alternatives, Asset Class

Q1 Asset Class Scoreboard

Bounce.  Bounce. 2019 continued to be the year of the bounce – with everyone now in on the act once managed futures finally decided to get in the game with its largest gains since January of 2018.  Add it all up and you have everyone solidly in the black in what has become quite the […]

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