Category: Business

16 Apr 2019

The return of the AG

We’ve talked recently about African Swine Flu sending the Hog market for a ride, and that’s just the sort of thing we imagined in our 2019 Outlook whitepaper when we talked about the “return of Ag.” There’s been four straight years of volatility contraction for the Ag markets, and there’s a real threat that the […]

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28 Mar 2019

Hailing a ride on the Uber IPO? View this first.

We first updated our infographic when LYFT went public on March 29th. It’s down 40%+ since then. But what do you get when you add 1 part $Lyft, 3 parts $Uber, a dash of Pinterest, and pinch of Slack? The return of a potential IPO frenzy, where everyday investors can get involved with some of […]

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28 Feb 2019

Decoding: Myths in Alternative Investments

We love this quote by Blackrock, “A lot of misunderstanding surrounds alternative investments. Some investors still think of them as high-risk, exotic funds reserved for ultra-high-net-worth individuals and institutions. However, the reality is that alternatives had a place in nearly every portfolio.” There’s a certain cloud of “unknown” that shrouds alternative investments, perpetrated by the […]

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29 Jan 2019

22 Managed Futures Terms To Know

Sortino Ratio vs Sharpe Ratio vs Sterling Ratio vs MAR Ratio vs How Do I Calculate This Ratio……yikes. Managed futures certainly has perfected the art of having a language of it’s own. And it makes sense, there are lot of internal organizations, math equations and extra extras that help to make this industry what it […]

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23 Jan 2019

Managed Futures/Global Macro 2018 Strategy Review

Download our Managed Futures/Global Macro 2018 Strategy Review Today! An over-extended counter attack. Weakness on your flank. The opportunity to push through the center and secure the higher ground. A general has to observe the entire field of battle when designing what strategy will not only win the current battle, but also serve them best […]

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09 Jan 2019

Alternative Links: Crude oil hits three-week high

Back in November we talked about crude being in a down trend, but it looks like that could be in jeapordy on shorter time frames. This week crude hit a three-week high. Oil Hits Fresh 3-Week Highs on US-China Trade talks, Dovish Central Bank Signals (The Street)   A “flash crash,” conventionally, means that some […]

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03 Jan 2019

Asset Class Scoreboard: An Ugly 2018

Well that was ugly…. 2018 is in the books, and looking at the asset class scoreboard for the full year is like looking at who won in a race to zero.  What was down?  Take your pick!  Stocks, yep. World Stocks (worse). Commodities (worse yet). Real Estate (down). The diversifiers Hedge Funds and Managed Futures? […]

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