Wow! That was a bounce. In the words of Mr. Castanza “I’m back…baby!“. Or if you want something a bit more modern….”Chewie…we’re home!”. Either way, investors rushed to remember what a positive month looks like after basically every asset class was down in 2018, with stocks flirting with a rare double digit gain while real […]
For now, it looks like investors are trying to cash in on the “hot market.” Just as long they can stomach the volatility that goes along with those kind of markets.
A couple of weeks ago, Managed Futures managers were begging for volatility. There was none to be found in the financial markets, but it’s a totally different story post-election. Whether you want to look at the surging U.S. Dollar index or the free falling Euro currency market, there’s movement to be seen. For example, the […]
With another glance at the markets, it’s down an additional 15% in roughly two weeks
With the majority of major currencies being downplayed it’s hard to imagine little Bitcoin, a digital currency grabbing the currency headlines. In less than a month it’s gained around 210% percent…. The more interesting thing to us in the managed futures world, who are semi-starved for a trend, is looking at this parabolic trend in Bitcoin and wishing there were a futures market tracking it so our clients could participate.
With markets at all time highs, have you ever wondered how much of other people’s portfolios are truly dedicated to U.S. Equities? Not only that, but how portfolio allocation to stocks compares to the last 13 years? You’d think it would be at all-time highs with the way stocks are going. Lucky for us, J. Lyons Fund Management has just the chart.
When not watching a ‘market’ movie, you will likely find us in the sci fi or fantasy genre – so we’re pumped to see the 2nd installment of the Hobbit in a few weeks… which might explain why we’re starting to see Hobbit-like signs all over…. Take Sugar, for instance. We couldn’t help but feel that the Sugar chart looks an awful lot like the great dragon Smaug’s home – Lonely Mountain.
It’s down right frigid in Chicago, and well basically everywhere else across the United States. And what do a lot of Americans use to heat their houses these days… Natural Gas. On the futures side of things, for one reason or another, there has certainly been the development of a trend on the Natural gas side of things, but does this have anything to do with weather?
Christmas came early for financial bloggers. As if one major event wasn’t enough, the Federal Reserve and Captain Bernanke (our personal nickname) announced the much hyped, much anticipated start of tapering, but only slightly. Here was the action in the DOW, Nikkei, and Vix – see if you can spot when the announcement was made:
We couldn’t help but notice something significant missing from Bob Doll’s chart which is making the rounds. it looks at the 20 Year annualized returns by asset classes dating from 1992-2011 as well as what the “average investor” has made. Ignore for a second that this data is 2 years stale… it has a bigger problem in our view – managed futures wasn’t included.