Category: Chart of the Week

25 May 2022

April Mutual Fund Performance

April was the worst month for equities since March 2020, with the S&P down -8.9% month over month. Thankfully there’s bonds to fall back on right? For those living under an igneous formation, the inflation-Fed theme continues to provoke selling in equities and a tightening of credit (pushing bond prices down). As elsewhere reported, this is […]

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25 Apr 2022

March Mutual Fund Flows

Assets generally flowed into alternative-focused funds in March. The world started to digest the idea that Russia’s war with Ukraine wouldn’t be over quickly. On the home front, the Fed maintained its hawkish tone. While equities prices rose, more money wants to incorporate some kinds of diversification. The mutual funds below reflect that appetite, with […]

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06 Apr 2022

MF Mutual Fund Performance – March

Beware the ides of March. This past month showed madness in more than one way. Markets began to internalize the ramifications of the ongoing tragedy in Ukraine amidst the backdrop of inflation in the west. Despite much uncertainty, market volatility generally declined for the later 2/3rd of the month. Equity prices rallied hard. Commodities, which […]

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04 Mar 2022
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: February 2022

February brought slight improvements to most of the asset class categories during the second month of the year. However, many were still left in the red. While World Stocks continued to drop, and with the moderate increases in Hedge Funds, U.S. stocks, bonds, and U.S. Real Estate, they all remained in the negative. As for […]

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15 Feb 2022

Mutual Fund Performance: January

The start of the New Year provided a rude awakening to the few remaining people lulled to sleep by the die-hard equities bull market. While the world faced the worst COVID case spike of the pandemic, it also had to come to terms with a more hawkish posture from the Fed. Markets trended hard for […]

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07 Feb 2022
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: January

Well… looks like 2022 isn’t going to be the up, up, and away risk on love fest 2021 was. The first month of the year reminded everyone quite quickly that there is real risk in this market. US stocks, world stocks, hedge funds, and real estate all took a turn lower, with the S&P down […]

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14 Jan 2022

Mutual Fund Performance – December 2021

December markets brought some volatility as the world attempted to figure out the relative impact of omicron and the Fed likelihood of raising rates sooner than expected amidst some potentially improving job numbers and high inflation metrics. Trend following programs generally fared poorly (unless you stayed long oil), but not bad enough to erase a […]

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07 Jan 2022
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: December 2021

December quickly turned around from a red November, providing a rally we didn’t see coming and closing out 2021 strong. Real estate, Commodities, and Stocks were the top performers of the year, where hedge funds and bonds could use some improvement. Our preferred managed futures coasted through the year, ending the year positively. We’re looking […]

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12 Oct 2021

ESG causing Europe’s Energy Issues?

If you haven’t noticed what’s happening in the energy markets of late- oil and natural gas are on a bit of a tear this year, especially over in Europe, where they’ve been a bit more aggressive politically in their embrace and enforcement of ESG protocols and mandates. Even good old-fashioned West Texas Crude Oil isn’t […]

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04 May 2021

The Jedi of Volatility Trading

Happy May the 4th everyone. (&TLDR, we mashed up Star Wars and VolTwit in an infographic, see here) Simply hold CTRL to zoom in & zoom out   That’s Happy Star Wars Day to those not in the know. As in ‘May the 4th be with You!’  If you’ve been following along with the Derivative […]

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